Aug 2: 5 Strong Themes — Superconductors, Nuclear Fusion

August 2, 2023 · #Superconductors #Nuclear Fusion #MLCC (Multilayer Ceramic Capacitors) #5G #Telecom Equipment

5 strong themes — 4 recurred · 1 new. Top: Superconductors +27.9%.

Strong themes5 Top change+27.9% LeaderSuNAM

Average change by strong theme

Average change of member stocks, by theme · descending
Superconductors
+27.9%
Nuclear Fusion
+15.6%
MLCC (Multilayer Ceramic Capacitors)
+7.3%
5G
+5.7%
Telecom Equipment
+4.2%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
SuperconductorsSuNAM+30.00%
Nuclear FusionMobiis+29.98%
MLCC (Multilayer Ceramic Capacitors)Amotech+21.74%
5GOE Solutions+10.08%
Telecom EquipmentOE Solutions+10.08%

On 2023-08-02, Superconductors dominated the board as a new theme, posting an average change of 27.86%. All 10 stocks in the group closed higher, led by SuNAM at 30.0%.

Nuclear Fusion returned after an 83-day gap with an average change of 15.6%, all 7 stocks rising. Mobiis led at 29.98%; it and Kiswire also appear in Superconductors.

MLCC (Multilayer Ceramic Capacitors) returned after 149 days, averaging 7.26% with Amotech up 21.74%. 5G and Telecom Equipment averaged 5.73% and 4.22%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Superconductorsnew+27.9%10/10SuNAM
2Nuclear Fusionrecurred after 83 days+15.6%7/7Mobiis
3MLCC (Multilayer Ceramic Capacitors)recurred after 149 days+7.3%4/4Amotech
45Grecurred after 36 days+5.7%6/6OE Solutions
5Telecom Equipmentrecurred after 36 days+4.2%7/7OE Solutions

Theme by Theme

1. Superconductors (new)

StockChangeCloseLeader
SuNAM 294630+30.0%8,450★
Mobiis 250060+30.0%3,685
Dcksung 004830+30.0%7,460
Power Logics 047310+30.0%10,060
Kiswire 002240+29.8%26,210
Shinsung Delta Tech 065350+29.8%25,600
Wonik Pne 217820+29.6%11,736
Inzi Controls 023800+25.6%10,390
Hanyang Eng 045100+22.2%20,650
Amotech 052710+21.7%12,421

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2. Nuclear Fusion (recurred after 83 days)

StockChangeCloseLeader
Mobiis 250060+30.0%3,685★
Kiswire 002240+29.8%26,210
Vitzro Tech 042370+24.3%9,250
Dawonsys 068240+13.9%15,890
Iljin Power 094820+7.7%13,490
Samwha Capacitor 001820+2.4%44,100
Doosan Enerbility 034020+1.1%17,690

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3. MLCC (Multilayer Ceramic Capacitors) (recurred after 149 days)

StockChangeCloseLeader
Amotech 052710+21.7%12,421★
Avatec 149950+3.0%14,830
Samwha Capacitor 001820+2.4%44,100
Samsung Electro-mechanics 009150+1.9%156,100

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4. 5G (recurred after 36 days)

StockChangeCloseLeader
Kostecsys 355150+10.8%16,950
OE Solutions 138080+10.1%14,310★
Woori-Net 115440+6.7%9,120
Coweaver 056360+2.4%6,430
Wooriro 046970+2.3%1,331
Rftech 061040+2.1%20,410

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5. Telecom Equipment (recurred after 36 days)

StockChangeCloseLeader
OE Solutions 138080+10.1%14,310★
Woori-Net 115440+6.7%9,120
Zaram Technology 389020+4.4%30,700
CS 065770+3.3%3,011
Coweaver 056360+2.4%6,430
Wooriro 046970+2.3%1,331
OptiCore 380540+0.3%2,908

Closing Thoughts

In the data, the Superconductors episode spans 2023-08-02 to 2023-08-03, 2 days in total. Aug 2 headlines cited a second straight limit-up for SuNAM and Shinsung Delta Tech.

Overlap links the day’s themes: Mobiis, Kiswire and Amotech each appear in more than one list. 5G and Telecom Equipment both name OE Solutions as leader.