Sep 8: 4 Strong Themes — Galaxy Supply Chain / Camera Modules & Parts, 5G / Telecom Equipment
4 strong themes — 1 running · 3 recurred. Top: Galaxy Supply Chain / Camera Modules & Parts +9.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Galaxy Supply Chain / Camera Modules & Parts | Optrontec | +14.73% | |
| 5G / Telecom Equipment | Frtek | +10.03% | |
| Cloud Computing | Daou Technology | +13.22% | |
| System Semiconductors | HanaMicron | +9.15% |
Four themes led the Sep 8 session, and every stock in them closed higher. Galaxy Supply Chain / Camera Modules & Parts topped the list with an average change of 9.95%, led by Optrontec at 14.73%.
5G / Telecom Equipment was the only theme on a 2-day streak, averaging 8.63%. TAIHAN Fiberoptics posted the day’s largest gain at 18.72%.
Cloud Computing returned after a gap of 2014 days with an average change of 8.43%. System Semiconductors followed at 8.3%, led by HanaMicron.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Galaxy Supply Chain / Camera Modules & Parts | recurred after 288 days | +9.9% | 4/4 | Optrontec |
| 2 | 5G / Telecom Equipment | 2 days running | +8.6% | 4/4 | Frtek |
| 3 | Cloud Computing | recurred after 2014 days | +8.4% | 4/4 | Daou Technology |
| 4 | System Semiconductors | recurred after 263 days | +8.3% | 4/4 | HanaMicron |
Theme by Theme
1. Galaxy Supply Chain / Camera Modules & Parts (recurred after 288 days)
- Episode: started 2020-09-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Optrontec 082210 | +14.7% | 7,320 | ★ |
Partron 091700 | +13.4% | 11,450 | |
Derkwoo Electronics 263600 | +8.2% | 7,790 | |
BHCo 090460 | +3.5% | 22,250 |
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2. 5G / Telecom Equipment (2 days running)
- Episode: started 2020-09-07, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
TAIHAN Fiberoptics 010170 | +18.7% | 3,837 | |
Frtek 073540 | +10.0% | 7,790 | ★ |
Wiable 065530 | +3.1% | 5,140 | |
Inno Instrument 215790 | +2.7% | 1,920 |
3. Cloud Computing (recurred after 2014 days)
- Episode: started 2020-09-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daou Technology 023590 | +13.2% | 22,700 | ★ |
Piolink 170790 | +8.5% | 15,300 | |
Gabia 079940 | +6.1% | 17,500 | |
Kinx 093320 | +5.9% | 95,000 |
4. System Semiconductors (recurred after 263 days)
- Episode: started 2020-09-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LB Semicon 061970 | +9.4% | 9,711 | |
HanaMicron 067310 | +9.2% | 5,560 | ★ |
PSK 319660 | +8.9% | 14,925 | |
Nepes 033640 | +5.7% | 32,300 |
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Closing Thoughts
Three of the four themes came back after long gaps and are on a 1-day streak. The next session will show whether that breadth holds or fades.
The 5G / Telecom Equipment episode runs from 2020-09-07 to 2020-09-09, the longest in this set. TAIHAN Fiberoptics traded 148532135 shares on the day.