Jun 13: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment

June 13, 2024 · #Beauty & Cosmetics #Semiconductor Equipment #Food #HBM (High Bandwidth Memory) #Electric Cables #Baby & Birth Rate #Power Equipment #Semiconductor Materials & Components

8 strong themes — 1 running · 7 recurred. Top: Beauty & Cosmetics +12.2%.

Strong themes8 Top change+12.2% LeaderManyo Factory

Average change by strong theme

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+12.2%
Semiconductor Equipment
+9.4%
Food
+8.0%
HBM (High Bandwidth Memory)
+5.9%
Electric Cables
+4.9%
Baby & Birth Rate
+4.3%
Power Equipment
+3.5%
Semiconductor Materials & Components
+3.5%

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
Beauty & CosmeticsManyo Factory+20.37%
Semiconductor EquipmentYC+17.62%
FoodS&D+29.96%
HBM (High Bandwidth Memory)Auros Technology+9.17%
Electric CablesDawon Cable+9.00%
Baby & Birth RateGgumbi+8.08%
Power EquipmentDawon Cable+9.00%
Semiconductor Materials & ComponentsDuksan Techopia+14.71%

Beauty & Cosmetics led the Jun 13 session with an average change of 12.15%, and all 10 of its stocks closed higher. It was the theme’s second straight day on the list.

Leader Manyo Factory rose 20.37%, and a news headline linked the jump to its expansion into the US market. Chungdamglobal added 16.84% and Tonymoly gained 14.69%.

Semiconductor Equipment averaged 9.37%, returning after a 9-day gap as YC climbed 17.62%. In Food, S&D jumped 29.96%, the largest gain of the day.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Beauty & Cosmetics2 days running+12.2%10/10Manyo Factory
2Semiconductor Equipmentrecurred after 9 days+9.4%10/10YC
3Foodrecurred after 3 days+8.0%9/9S&D
4HBM (High Bandwidth Memory)recurred after 8 days+5.9%10/10Auros Technology
5Electric Cablesrecurred after 3 days+4.9%4/4Dawon Cable
6Baby & Birth Raterecurred after 27 days+4.3%10/10Ggumbi
7Power Equipmentrecurred after 3 days+3.5%10/10Dawon Cable
8Semiconductor Materials & Componentsrecurred after 6 days+3.5%10/10Duksan Techopia

Theme by Theme

1. Beauty & Cosmetics (2 days running)

StockChangeCloseLeader
Manyo Factory 439090+20.4%28,950★
Chungdamglobal 362320+16.8%10,130
Tonymoly 214420+14.7%14,910
P&K Skin Research Center 347740+13.1%3,145
ASTech 453860+11.1%47,050
Able C&C 078520+10.4%10,550
Sunjin Beauty Science 086710+9.7%19,700
VT 018290+8.6%38,000
CTK 260930+8.6%8,110
Cosmax 192820+8.2%184,100

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2. Semiconductor Equipment (recurred after 9 days)

StockChangeCloseLeader
YC 232140+17.6%21,900★
Xavis 254120+17.1%2,910
Yest 122640+9.2%21,400
Auros Technology 322310+9.2%25,600
Imt 451220+9.1%21,600
HANMI Semiconductor 042700+8.7%189,000
Di 003160+6.2%22,150
Hanwha Aerospace 012450+6.1%225,000
Kctech 281820+5.4%42,800
Hanyang Eng 045100+5.1%21,750

3. Food (recurred after 3 days)

StockChangeCloseLeader
S&D 260970+30.0%46,850★
MSC 009780+10.5%5,990
Kyochon Food&beverage 339770+6.8%11,160
Foodwell 005670+6.2%6,460
Wooyang 103840+4.9%11,220
Sempio Foods Company 248170+4.2%34,750
Lotte Chilsung Beverage 005300+3.5%140,800
Naturecell 007390+3.4%10,900
Singsongholdings 006880+2.4%9,300

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4. HBM (High Bandwidth Memory) (recurred after 8 days)

StockChangeCloseLeader
Yest 122640+9.2%21,400
Auros Technology 322310+9.2%25,600★
Imt 451220+9.1%21,600
HANMI Semiconductor 042700+8.7%189,000
Di 003160+6.2%22,150
Kctech 281820+5.4%42,800
Dit 110990+3.4%24,550
SK hynix 000660+3.3%222,000
Samsung Electronics 005930+2.8%78,600
Zeus 079370+2.1%18,350

5. Electric Cables (recurred after 3 days)

StockChangeCloseLeader
Dawon Cable 006340+9.0%3,635★
Gaon Cable 000500+4.1%48,100
LS Eco Energy 229640+3.4%34,600
Iljin Electric 103590+2.9%24,850

6. Baby & Birth Rate (recurred after 27 days)

StockChangeCloseLeader
Ggumbi 407400+8.1%9,230★
Agabang&company 013990+7.1%5,590
Neopharm 092730+6.9%33,200
Zero to Seven 159580+4.5%6,200
KleanNara 004540+3.6%2,430
Samsung Publishing 068290+3.6%18,850
Monalisa 012690+3.2%3,490
Episode Company 317530+2.9%3,780
Medience 014100+2.0%3,125
Samick Musical Instruments 002450+1.4%1,189

7. Power Equipment (recurred after 3 days)

StockChangeCloseLeader
Dawon Cable 006340+9.0%3,635★
Cheryong Industrial 147830+5.3%7,870
HD Hyundai Electric 267260+4.5%275,500
Gaon Cable 000500+4.1%48,100
LS Eco Energy 229640+3.4%34,600
Iljin Electric 103590+2.9%24,850
Vitzro Tech 042370+2.6%9,020
PNC Technologies 237750+1.5%6,070
SuNAM 294630+0.9%4,915
Cheryong Electric 033100+0.6%68,800

8. Semiconductor Materials & Components (recurred after 6 days)

StockChangeCloseLeader
Duksan Techopia 317330+14.7%57,700★
Kctech 281820+5.4%42,800
Megatouch 446540+2.7%6,040
KnJ 272110+2.1%21,700
FNS Tech 083500+2.0%14,460
HLB innoVation 024850+1.9%3,035
Micro Contact Solution 098120+1.7%8,970
KEC 092220+1.5%1,405
WONIK QnC 074600+1.3%38,400
BCnC 146320+1.2%18,930

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Closing Thoughts

One open question is whether Beauty & Cosmetics can extend its 2-day streak, and its episode is recorded from Jun 12 to Jun 14. In Food, the news tied S&D to Samyang Foods’s ‘Buldak’ sauce.

On the chip side, HBM (High Bandwidth Memory) averaged 5.93%, with SK hynix up 3.26% and Samsung Electronics up 2.75%. Baby & Birth Rate came back after a 27-day gap.