Sep 11: 3 Strong Themes — North Korea, Semiconductor Equipment, Materials & Components
3 strong themes — 3 recurred. Top: North Korea +6.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| North Korea | HS Valve | +13.85% | |
| Semiconductor Equipment, Materials & Components | Hana Materials | +5.22% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +4.56% |
On Sep 11, North Korea led the session with an average change of 6.09%, and all 7 of its stocks closed higher. The theme returned after a gap of 21 days.
HS Valve led the group, rising 13.85% to close at 6000. Sambu Construction traded the most shares, 23406228, and gained 6.41%.
In chips, Semiconductor Equipment, Materials & Components averaged 3.51%, led by Hana Materials at 5.22%. Semiconductor Majors (Fabrication) averaged 3.46%, with DB HiTek up 4.56% and SK hynix up 2.35%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | North Korea | recurred after 21 days | +6.1% | 7/7 | HS Valve |
| 2 | Semiconductor Equipment, Materials & Components | recurred after 51 days | +3.5% | 3/3 | Hana Materials |
| 3 | Semiconductor Majors (Fabrication) | recurred after 100 days | +3.5% | 2/2 | DB HiTek |
Theme by Theme
1. North Korea (recurred after 21 days)
- Episode: started 2020-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HS Valve 039610 | +13.8% | 6,000 | ★ |
Uneco 064510 | +6.5% | 7,725 | |
Sambu Construction 001470 | +6.4% | 1,495 | |
Dae Dong Steel 048470 | +6.3% | 4,970 | |
Development Advance Solution 058730 | +4.8% | 6,340 | |
Ananti 025980 | +2.6% | 9,100 | |
Daea Ti 045390 | +2.1% | 6,180 |
Related news
- 폼페이오 북한과의 대화 희망…대북 관련 주 ‘강세’ — MBC (Korean)
2. Semiconductor Equipment, Materials & Components (recurred after 51 days)
- Episode: started 2020-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hana Materials 166090 | +5.2% | 25,200 | ★ |
Fine Semitech 036810 | +2.9% | 24,675 | |
Top Engineering 065130 | +2.4% | 10,500 |
3. Semiconductor Majors (Fabrication) (recurred after 100 days)
- Episode: started 2020-09-11, day 1
Related news
- [이시각 상한가] DB하이텍1우(▲46500) - 11일 오후 13시53분 — 이투데이 (Korean)
- [이시각 상한가] DB하이텍1우(▲36000) - 10일 오후 14시56분 — 이투데이 (Korean)
- [장중수급포착] DB하이텍, 외국인/기관 동시 순매수… 주가 +1.88% — 뉴스핌 (Korean)
Closing Thoughts
The news linked to North Korea reported Pompeo’s hope for talks with North Korea. The next sessions will show whether that headline carries the theme past its streak of 1 day.
Both chip themes came back after gaps of 51 and 100 days. The coming sessions will show whether DB HiTek and Hana Materials stay at the front of their groups.