Jan 26: 3 Strong Themes — Semiconductors, iPhone Supply Chain
3 strong themes — 1 running · 2 recurred. Top: Semiconductors +25.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductors | SFA Semicon | +30.00% | |
| iPhone Supply Chain | LG Innotek | +6.65% | |
| Political Ties (Lee Jae-myung) | Hyungji Elite | +2.35% |
On Jan 26, Semiconductors led the session with an average change of 24.97%, and all 5 of its stocks closed higher. The theme extended its run to a 3-session streak.
SFA Semicon led with a 30.0% gain to close at 7930, as headlines cited a Samsung Electronics and Tesla collaboration. SurplusGLOBAL rose 29.86% and iA rose 29.69%.
iPhone Supply Chain returned after a 41-day gap with an average change of 5.22%, led by LG Innotek at 6.65%. Political Ties (Lee Jae-myung) reappeared with an average change of 2.85%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductors | 3 days running | +25.0% | 5/5 | SFA Semicon |
| 2 | iPhone Supply Chain | recurred after 41 days | +5.2% | 5/5 | LG Innotek |
| 3 | Political Ties (Lee Jae-myung) | recurred after 11 days | +2.9% | 2/2 | Hyungji Elite |
Theme by Theme
1. Semiconductors (3 days running)
- Episode: started 2021-01-22, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
SFA Semicon 036540 | +30.0% | 7,930 | ★ |
SurplusGLOBAL 140070 | +29.9% | 5,610 | |
iA 038880 | +29.7% | 83,000 | |
Lake Materials 281740 | +20.1% | 3,320 | |
CoAsia 045970 | +15.2% | 14,000 |
Related news
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- [이시각 상한가] SFA반도체(▲1830) - 26일 오전 11시57분 — 이투데이 (Korean)
- [특징주]SFA반도체, 삼성·테슬라 맞손 5나노 車 반도체 개발에 강세 — 이데일리 (Korean)
2. iPhone Supply Chain (recurred after 41 days)
- Episode: started 2021-01-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Duk San Neolux 213420 | +8.1% | 36,650 | |
LG Innotek 011070 | +6.7% | 224,500 | ★ |
BHCo 090460 | +6.5% | 24,450 | |
Derkwoo Electronics 263600 | +2.5% | 10,450 | |
LG Display 034220 | +2.3% | 22,275 |
Related news
- [특징주] LG이노텍, 호실적에 장중 강세 — 아시아투데이 (Korean)
3. Political Ties (Lee Jae-myung) (recurred after 11 days)
- Episode: started 2021-01-26, day 2
Closing Thoughts
The next test is whether Semiconductors extends its 3-session streak, in an episode running since Jan 22. SFA Semicon traded 127735135 shares, far above any other stock in the group.
For iPhone Supply Chain, the question is whether a 1-day return after a 41-day gap becomes a streak. News on Jan 26 pointed to strong earnings at LG Innotek.