Feb 13: 8 Strong Themes — Property & Casualty Insurance, Ukraine Reconstruction
8 strong themes — 3 running · 5 recurred. Top: Property & Casualty Insurance +21.3%.
Strong themes8
Top change+21.3%
LeaderHeungkuk Fire & Marine Insurance
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Property & Casualty Insurance | Heungkuk Fire & Marine Insurance | +29.89% | |
| Ukraine Reconstruction | DYD | +29.95% | |
| System Semiconductors | Gaonchips | +26.52% | |
| On-Device AI | Gaonchips | +26.52% | |
| Semiconductor Equipment | HPSP | +21.14% | |
| EV | Enchem | +29.85% | |
| Telecom Equipment | Zaram Technology | +8.27% | |
| Autonomous Driving | MDS Tech | +16.51% |
On 2024-02-13, Property & Casualty Insurance led the strong themes with an average change of 21.3%, all 3 stocks rising. Heungkuk Fire & Marine Insurance gained 29.89%.
Ukraine Reconstruction followed at 15.89%, with all 9 stocks up and DYD leading at 29.95%. In chips, Gaonchips rose 26.52%, leading System Semiconductors and On-Device AI.
On-Device AI, Semiconductor Equipment and EV are the continuing themes, on streaks of 2, 2 and 3. Enchem jumped 29.85%, while HPSP rose 21.14%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Property & Casualty Insurance | recurred after 6 days | +21.3% | 3/3 | Heungkuk Fire & Marine Insurance |
| 2 | Ukraine Reconstruction | recurred after 15 days | +15.9% | 9/9 | DYD |
| 3 | System Semiconductors | recurred after 7 days | +14.0% | 10/10 | Gaonchips |
| 4 | On-Device AI | 2 days running | +12.5% | 10/10 | Gaonchips |
| 5 | Semiconductor Equipment | 2 days running | +11.2% | 10/10 | HPSP |
| 6 | EV | 3 days running | +10.0% | 10/10 | Enchem |
| 7 | Telecom Equipment | recurred after 12 days | +8.6% | 8/8 | Zaram Technology |
| 8 | Autonomous Driving | recurred after 6 days | +8.1% | 10/10 | MDS Tech |
Theme by Theme
1. Property & Casualty Insurance (recurred after 6 days)
- Episode: started 2024-02-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Heungkuk Fire & Marine Insurance 000540 | +29.9% | 5,280 | ★ |
Lotte Non-Life Insurance 000400 | +29.9% | 3,370 | |
Hanwha General Insurance 000370 | +4.2% | 5,520 |
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2. Ukraine Reconstruction (recurred after 15 days)
- Episode: started 2024-02-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DYD 219550 | +29.9% | 820 | ★ |
Sambu Construction 001470 | +27.6% | 2,585 | |
Wellbiotec 010600 | +18.4% | 1,074 | |
SY 109610 | +14.8% | 4,695 | |
Seoam Machinery Industry 100660 | +14.5% | 5,170 | |
DAEMO Engineering 317850 | +11.7% | 9,450 | |
DASAN Networks 039560 | +11.5% | 4,550 | |
Yooshin Engineering 054930 | +8.1% | 31,450 | |
HD Construction Equipment 267270 | +6.4% | 56,500 |
3. System Semiconductors (recurred after 7 days)
- Episode: started 2024-02-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaonchips 399720 | +26.5% | 87,300 | ★ |
Makus 093520 | +16.5% | 17,700 | |
Qualitas Semiconductor 432720 | +15.5% | 38,700 | |
CoAsia 045970 | +15.4% | 7,340 | |
Openedges Technology 394280 | +14.8% | 28,300 | |
Asicland 445090 | +13.5% | 52,100 | |
Chips&Media 094360 | +12.9% | 31,000 | |
LEENO Industrial 058470 | +8.4% | 219,000 | |
Zaram Technology 389020 | +8.3% | 39,950 | |
Imagis 115610 | +7.7% | 4,965 |
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4. On-Device AI (2 days running)
- Episode: started 2024-02-08, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaonchips 399720 | +26.5% | 87,300 | ★ |
HPSP 403870 | +21.1% | 59,300 | |
Qualitas Semiconductor 432720 | +15.5% | 38,700 | |
Openedges Technology 394280 | +14.8% | 28,300 | |
Chips&Media 094360 | +12.9% | 31,000 | |
LEENO Industrial 058470 | +8.4% | 219,000 | |
ADTechnology 200710 | +7.1% | 30,100 | |
Taesung 323280 | +6.9% | 4,520 | |
Telechips 054450 | +6.1% | 29,400 | |
Nepes Ark 330860 | +5.9% | 26,200 |
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5. Semiconductor Equipment (2 days running)
- Episode: started 2024-02-08, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
HPSP 403870 | +21.1% | 59,300 | ★ |
Tse 131290 | +17.3% | 57,000 | |
Seojin System 178320 | +11.8% | 21,450 | |
Systems Technology 039440 | +10.3% | 33,650 | |
GlobalStandardTechnology 083450 | +9.7% | 36,800 | |
RS Automation 140670 | +9.4% | 16,480 | |
Park Systems 140860 | +9.2% | 175,800 | |
LEENO Industrial 058470 | +8.4% | 219,000 | |
Techwing 089030 | +7.4% | 18,690 | |
Exicon 092870 | +7.0% | 17,900 |
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6. EV (3 days running)
- Episode: started 2024-02-07, day 10
| Stock | Change | Close | Leader |
|---|---|---|---|
Enchem 348370 | +29.9% | 267,500 | ★ |
Power Logics 047310 | +13.5% | 16,900 | |
Seojin System 178320 | +11.8% | 21,450 | |
Almac 354320 | +11.6% | 46,100 | |
Shinsung ST 416180 | +11.6% | 40,000 | |
LS Materials 417200 | +6.2% | 31,550 | |
Wonik Pne 217820 | +4.1% | 6,320 | |
iWIN 090150 | +4.0% | 1,375 | |
Sungmoon Electronics 014910 | +3.8% | 1,629 | |
Kia 000270 | +3.5% | 117,200 |
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7. Telecom Equipment (recurred after 12 days)
- Episode: started 2024-02-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Piolink 170790 | +12.3% | 12,450 | |
Seojin System 178320 | +11.8% | 21,450 | |
DASAN Networks 039560 | +11.5% | 4,550 | |
Zaram Technology 389020 | +8.3% | 39,950 | ★ |
Wooriro 046970 | +7.9% | 1,770 | |
LiComm 388790 | +6.7% | 2,240 | |
Intellian Technologies 189300 | +6.2% | 56,800 | |
HFR 230240 | +4.2% | 17,740 |
8. Autonomous Driving (recurred after 6 days)
- Episode: started 2024-02-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MDS Tech 086960 | +16.5% | 1,990 | ★ |
Chips&Media 094360 | +12.9% | 31,000 | |
Sekonix 053450 | +7.9% | 7,930 | |
HyVISION SYSTEM 126700 | +7.7% | 26,700 | |
Korea Fuel-tech 123410 | +6.9% | 4,955 | |
LiComm 388790 | +6.7% | 2,240 | |
Telechips 054450 | +6.1% | 29,400 | |
i3system 214430 | +6.0% | 30,000 | |
Furonteer 370090 | +5.2% | 28,450 | |
SK hynix 000660 | +5.0% | 150,000 |
Closing Thoughts
The EV episode runs from 2024-02-07 to 2024-02-16, while On-Device AI and Semiconductor Equipment run to 2024-02-14. Their persistence is the first test.
Five themes, including Telecom Equipment and Autonomous Driving, returned after gaps of 6 to 15 days. Whether these one-day comebacks hold is the next thing to watch in the data.