Aug 16: 4 Strong Themes — Superconductors, Nuclear Fusion

August 16, 2023 · #Superconductors #Nuclear Fusion #Semiconductor Equipment #System Semiconductors

4 strong themes — 2 running · 2 recurred. Top: Superconductors +28.1%.

Strong themes4 Top change+28.1% LeaderHanyang Eng

Average change by strong theme

Average change of member stocks, by theme · descending
Superconductors
+28.1%
Nuclear Fusion
+13.2%
Semiconductor Equipment
+10.7%
System Semiconductors
+2.9%

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
SuperconductorsHanyang Eng+28.42%
Nuclear FusionMobiis+29.90%
Semiconductor EquipmentHanyang Eng+28.42%
System SemiconductorsSigetronics+5.10%

Superconductors dominated the Aug 16 session with an average change of 28.08%. All 10 stocks in the theme rose, extending the run to a 3-day streak.

Shinsung Delta Tech topped the group at 30.0%, with Top Engineering at 29.97%. Theme leader Hanyang Eng gained 28.42%, while SuNAM traded 41921726 shares.

Nuclear Fusion followed with an average change of 13.23%, led by Mobiis at 29.9%. Semiconductor Equipment also returned, averaging 10.72% across 10 rising stocks.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Superconductors3 days running+28.1%10/10Hanyang Eng
2Nuclear Fusion2 days running+13.2%5/5Mobiis
3Semiconductor Equipmentrecurred after 5 days+10.7%10/10Hanyang Eng
4System Semiconductorsrecurred after 5 days+2.9%10/10Sigetronics

Theme by Theme

1. Superconductors (3 days running)

StockChangeCloseLeader
Shinsung Delta Tech 065350+30.0%52,000
Top Engineering 065130+30.0%11,580
Dcksung 004830+29.9%13,240
Inzi Display 037330+29.9%3,345
Mobiis 250060+29.9%4,605
SuNAM 294630+29.9%10,470
Power Logics 047310+29.7%21,700
Inzi Controls 023800+28.7%14,500
Hanyang Eng 045100+28.4%24,400★
Kiswire 002240+14.4%27,923

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2. Nuclear Fusion (2 days running)

StockChangeCloseLeader
Mobiis 250060+29.9%4,605★
Vitzro Tech 042370+19.5%11,950
Kiswire 002240+14.4%27,923
Iljin Power 094820+2.0%12,470
Dawonsys 068240+0.3%14,454

3. Semiconductor Equipment (recurred after 5 days)

StockChangeCloseLeader
Top Engineering 065130+30.0%11,580
Hanyang Eng 045100+28.4%24,400★
Pro2000 321260+7.2%3,945
PSK Holdings 031980+6.6%28,100
EugeneTechnology 084370+6.4%32,550
UniTest 086390+6.2%14,330
Systems Technology 039440+5.9%26,000
HANMI Semiconductor 042700+5.6%48,150
K-ensol 053080+5.5%25,950
Cymechs 160980+5.5%14,870

4. System Semiconductors (recurred after 5 days)

StockChangeCloseLeader
Doosan Tesna 131970+8.2%47,350
HANMI Semiconductor 042700+5.6%48,150
Sigetronics 429270+5.1%19,735★
Zinitix 303030+4.0%7,700
Telechips 054450+2.3%19,490
Nepes 033640+1.4%18,770
PSK 319660+1.2%19,640
SK hynix 000660+0.8%115,800
Nepes Ark 330860+0.4%23,900
S&S Tech 101490+0.4%48,750

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Closing Thoughts

The Superconductors episode began on Aug 11 and has lasted 6 days so far. The next question is whether its 3-day streak continues or cools.

Semiconductor Equipment’s episode is recorded through Aug 18. System Semiconductors posted a smaller average change of 2.94%, with all 10 of its stocks up.