Sep 13: 8 Strong Themes — Telecom Equipment, 5G

September 13, 2023 · #Telecom Equipment #5G #Diesel Exhaust Fluid (Urea) #Auto Parts #Fertilizers #NEOM City #Life Insurance #Semiconductor Equipment

8 strong themes — 3 running · 5 recurred. Top: Telecom Equipment +13.9%.

Strong themes8 Top change+13.9% LeaderMercury

Average change by strong theme

Average change of member stocks, by theme · descending
Telecom Equipment
+13.9%
5G
+12.0%
Diesel Exhaust Fluid (Urea)
+9.5%
Auto Parts
+9.4%
Fertilizers
+6.7%
NEOM City
+4.7%
Life Insurance
+4.0%
Semiconductor Equipment
+2.7%

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
Telecom EquipmentMercury+29.97%
5GAce Technologies+29.77%
Diesel Exhaust Fluid (Urea)KG Chemical+14.23%
Auto PartsEwon Comfortech+29.97%
FertilizersChobi+15.96%
NEOM CitySY+21.12%
Life InsuranceHanwha Life Insurance+6.03%
Semiconductor EquipmentGigalane+2.08%

On 2023-09-13, Telecom Equipment led with an average change of 13.93%, and all 9 of its stocks rose. Mercury gained 29.97% on reports that the iPhone 15 carries Wi-Fi 6E.

5G followed with an average change of 11.96%, led by Ace Technologies at 29.77%. Both themes are on a 2-day streak and share names such as LiComm and KMW.

Swings in urea prices lifted Diesel Exhaust Fluid (Urea) to an average change of 9.49%, with Fertilizers at 6.67%. KG Chemical, which sits in both themes, rose 14.23%, and Chobi gained 15.96%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Telecom Equipment2 days running+13.9%9/9Mercury
25G2 days running+12.0%8/8Ace Technologies
3Diesel Exhaust Fluid (Urea)recurred after 5 days+9.5%2/2KG Chemical
4Auto Parts2 days running+9.4%10/10Ewon Comfortech
5Fertilizersrecurred after 5 days+6.7%7/7Chobi
6NEOM Cityrecurred after 12 days+4.7%10/10SY
7Life Insurancerecurred after 19 days+4.0%4/4Hanwha Life Insurance
8Semiconductor Equipmentrecurred after 8 days+2.7%9/9Gigalane

Theme by Theme

1. Telecom Equipment (2 days running)

StockChangeCloseLeader
Mercury 100590+30.0%8,370★
Ace Technologies 088800+29.8%7,472
LiComm 388790+16.2%3,300
KMW 032500+14.1%12,350
Sensorview 321370+11.2%4,710
OE Solutions 138080+7.1%14,390
Wiable 065530+6.5%2,145
Solid 050890+5.7%5,970
RN2 Technologies 148250+4.9%5,770

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2. 5G (2 days running)

StockChangeCloseLeader
Ace Technologies 088800+29.8%7,472★
LiComm 388790+16.2%3,300
KMW 032500+14.1%12,350
Sensorview 321370+11.2%4,710
OE Solutions 138080+7.1%14,390
Wiable 065530+6.5%2,145
Solid 050890+5.7%5,970
LG Electronics 066570+5.2%104,200

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3. Diesel Exhaust Fluid (Urea) (recurred after 5 days)

StockChangeCloseLeader
KG Chemical 001390+14.2%8,910★
Union 000910+4.8%6,170

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4. Auto Parts (2 days running)

StockChangeCloseLeader
Ewon Comfortech 088290+30.0%20,600★
Daewonkangup 000430+10.8%6,230
Hanjoo Light Metal 198940+9.4%6,802
Korea Fuel-tech 123410+8.1%3,455
TPC 130740+7.8%3,450
Korea Movenex 010100+6.8%5,930
Inzi Controls 023800+6.6%10,550
SJM 123700+5.6%4,425
Seoyon E-hwa 200880+5.0%15,610
Ecoplastic 038110+4.3%4,694

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5. Fertilizers (recurred after 5 days)

StockChangeCloseLeader
Chobi 001550+16.0%15,840★
KG Chemical 001390+14.2%8,910
Nousbo 332290+5.4%2,160
Namhae Chemical 025860+4.3%7,910
WooGeneB&G 018620+3.4%5,638
HyosungONBCo 097870+3.1%7,890
Taewonmulsan 001420+0.2%5,060

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6. NEOM City (recurred after 12 days)

StockChangeCloseLeader
SY 109610+21.1%6,250★
Heerim Architects & Planners 037440+11.0%8,490
Yooshin Engineering 054930+4.0%36,800
KolonGlobal 003070+2.7%12,430
Development Advance Solution 058730+2.4%4,800
HanmiGlobal 053690+2.2%25,050
Hyundai Engineering & Construction 000720+1.6%35,950
Sungshin Cement 004980+1.2%9,120
SeAH Besteel Holdings 001430+0.9%23,050
Samsung C&T 028260+0.2%108,900

7. Life Insurance (recurred after 19 days)

StockChangeCloseLeader
MIRAE ASSET Life Insurance 085620+6.4%4,790
Hanwha Life Insurance 088350+6.0%2,815★
Samsung Life Insurance 032830+2.9%71,600
Tongyang Life Insurance 082640+0.8%4,480

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8. Semiconductor Equipment (recurred after 8 days)

StockChangeCloseLeader
Yest 122640+9.0%16,270
Nepes Ark 330860+7.3%23,600
Gigalane 049080+2.1%14,200★
EugeneTechnology 084370+1.6%38,250
Pemtron 168360+1.2%12,400
KoMi 183300+1.0%25,975
PSK 319660+1.0%20,000
Jusung Engineering 036930+0.8%26,750
Seojin System 178320+0.7%15,830

Closing Thoughts

The Telecom Equipment and 5G episodes both run from Sep 12 to Sep 15. Auto Parts posted an average change of 9.45% with all 10 stocks up, led by Ewon Comfortech.

Smaller one-day gains came in NEOM City, Life Insurance and Semiconductor Equipment, after gaps of 12, 19 and 8 days. SY led NEOM City with a 21.12% gain.