Aug 18: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Semiconductors
6 strong themes — 6 recurred. Top: Steel Majors / Steel (Small & Mid Cap) +5.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Steel Majors / Steel (Small & Mid Cap) | Hanil Iron & Steel | +6.74% | |
| Semiconductors | KoMi | +10.74% | |
| Krafton | Aju IB Investment | +8.81% | |
| OLED Displays | Duk San Neolux | +5.11% | |
| Shipping | HMM | +5.97% | |
| Currency & ATM Systems (incl. CBDC) | NuriFlex | +3.85% |
Every strong theme on 2021-08-18 closed with all of its stocks higher. Steel Majors / Steel (Small & Mid Cap) led with an average change of 5.9%, and Kisco rose 7.83%.
Semiconductors came next with an average change of 5.25%, led by KoMi at 10.74%. SK hynix rose 2.46% on volume of 8047599 shares.
Krafton posted an average change of 4.61% as Aju IB Investment rose 8.81%. OLED Displays averaged 4.38% and Shipping 4.17%, with HMM up 5.97%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Steel Majors / Steel (Small & Mid Cap) | recurred after 22 days | +5.9% | 5/5 | Hanil Iron & Steel |
| 2 | Semiconductors | recurred after 9 days | +5.2% | 5/5 | KoMi |
| 3 | Krafton | recurred after 64 days | +4.6% | 4/4 | Aju IB Investment |
| 4 | OLED Displays | recurred after 9 days | +4.4% | 4/4 | Duk San Neolux |
| 5 | Shipping | recurred after 22 days | +4.2% | 3/3 | HMM |
| 6 | Currency & ATM Systems (incl. CBDC) | recurred after 14 days | +2.7% | 3/3 | NuriFlex |
Theme by Theme
1. Steel Majors / Steel (Small & Mid Cap) (recurred after 22 days)
- Episode: started 2021-08-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kisco 104700 | +7.8% | 9,370 | |
Hanil Iron & Steel 002220 | +6.7% | 2,930 | ★ |
SeAH Steel 306200 | +6.0% | 106,000 | |
Daehan Steel 084010 | +5.7% | 14,303 | |
Moonbae Steel 008420 | +3.2% | 4,775 |
2. Semiconductors (recurred after 9 days)
- Episode: started 2021-08-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KoMi 183300 | +10.7% | 40,949 | ★ |
Union Semiconductor Equipment Co.,ltd; 036200 | +5.2% | 14,250 | |
KohYoungTechnology 098460 | +4.2% | 23,400 | |
Micro Contact Solution 098120 | +3.6% | 9,430 | |
SK hynix 000660 | +2.5% | 104,000 |
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3. Krafton (recurred after 64 days)
- Episode: started 2021-08-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Aju IB Investment 027360 | +8.8% | 6,050 | ★ |
T.S.Investment 246690 | +4.0% | 6,572 | |
Krafton 259960 | +3.9% | 469,000 | |
SCL Science 246960 | +1.8% | 3,600 |
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4. OLED Displays (recurred after 9 days)
- Episode: started 2021-08-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Duk San Neolux 213420 | +5.1% | 69,900 | ★ |
APS 054620 | +4.4% | 21,550 | |
DONGAELTEKCo 088130 | +4.2% | 6,250 | |
LG Display 034220 | +3.9% | 19,826 |
Related news
5. Shipping (recurred after 22 days)
- Episode: started 2021-08-18, day 1
Related news
- 대한해운 주가 1%↑…“2Q 영업익 457억, 전년대비 29% 증가” — 아주경제 (Korean)
- 대한해운, 2분기 영업익 457억 전년比 29% ↑…“SM그룹 편입 후 최대” — 뉴스핌 (Korean)
- 물동량 증가·운임 급등에 해운업계 상반기 실적잔치 — 문화일보 (Korean)
6. Currency & ATM Systems (incl. CBDC) (recurred after 14 days)
- Episode: started 2021-08-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NuriFlex 040160 | +3.9% | 8,100 | ★ |
Korea Computer Terminal 089150 | +2.5% | 7,250 | |
PULOON Robotics 094940 | +1.7% | 12,150 |
Closing Thoughts
Every theme on the list returned after a break and started a new streak of 1, with gaps of 9 to 64 days. Krafton had the longest gap, at 64 days.
The next question is whether Shipping, back after a 22-day gap, can extend past one session. Currency & ATM Systems (incl. CBDC) had the smallest move, an average change of 2.69%.