Jan 4: 8 Strong Themes — Railways, Car Majors / Auto Parts
8 strong themes — 1 running · 6 recurred · 1 new. Top: Railways +17.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Railways | Dawon Cable | +29.63% | |
| Car Majors / Auto Parts | Hyundai Wia | +29.91% | |
| Battery / EV | SK Innovation | +21.58% | |
| Semiconductors / Smartphones / OLED Displays / IT Majors | OKins Electronics | +29.85% | |
| Shipping | HMM | +18.64% | |
| Political Ties (Lee Jae-myung) | FreeMs | +16.56% | |
| Political Ties (Ahn Cheol-soo) | Ahnlab | +10.89% | |
| Crypto & Bitcoin | Wizit | +15.13% |
On 2021-01-04, all eight strong themes closed with every listed stock higher. Railways led with an average change of 17.2%, as Dawon Cable rose 29.63%.
The Car Majors / Auto Parts theme posted an average change of 15.36%, led by Hyundai Wia at 29.91%. Hyundai Mobis rose 12.33% and Hyundai Motor 8.07%.
Battery / EV was the only theme on a streak of 2, with SK Innovation up 21.58%. The new Semiconductors / Smartphones / OLED Displays / IT Majors theme averaged 10.42% across 8 stocks.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Railways | recurred after 256 days | +17.2% | 4/4 | Dawon Cable |
| 2 | Car Majors / Auto Parts | recurred after 32 days | +15.4% | 5/5 | Hyundai Wia |
| 3 | Battery / EV | 2 days running | +12.7% | 6/6 | SK Innovation |
| 4 | Semiconductors / Smartphones / OLED Displays / IT Majors | new | +10.4% | 8/8 | OKins Electronics |
| 5 | Shipping | recurred after 35 days | +10.0% | 3/3 | HMM |
| 6 | Political Ties (Lee Jae-myung) | recurred after 17 days | +10.0% | 4/4 | FreeMs |
| 7 | Political Ties (Ahn Cheol-soo) | recurred after 14 days | +8.3% | 2/2 | Ahnlab |
| 8 | Crypto & Bitcoin | recurred after 18 days | +7.2% | 4/4 | Wizit |
Theme by Theme
1. Railways (recurred after 256 days)
- Episode: started 2021-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Cable 006340 | +29.6% | 1,400 | ★ |
Hyundai-Rotem 064350 | +14.2% | 19,650 | |
SPG 058610 | +13.1% | 9,400 | |
Uneco 064510 | +11.8% | 8,525 |
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- [장중수급포착] 대원전선, 기관 22,000주 대량 순매수… 주가 +29.63% — 뉴스핌 (Korean)
2. Car Majors / Auto Parts (recurred after 32 days)
- Episode: started 2021-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Wia 011210 | +29.9% | 69,500 | ★ |
Dhautoware 025440 | +17.9% | 28,790 | |
Hyundai Mobis 012330 | +12.3% | 287,000 | |
Hwashin 010690 | +8.6% | 3,675 | |
Hyundai Motor 005380 | +8.1% | 207,500 |
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3. Battery / EV (2 days running)
- Episode: started 2020-12-30, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +21.6% | 227,292 | ★ |
Welcron Hantec 076080 | +13.9% | 4,165 | |
Posco Future M 003670 | +13.5% | 114,379 | |
Hyundai Mobis 012330 | +12.3% | 287,000 | |
LG Chem 051910 | +7.9% | 889,000 | |
Samsung SDI 006400 | +6.8% | 656,931 |
4. Semiconductors / Smartphones / OLED Displays / IT Majors (new)
- Episode: started 2021-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +29.9% | 17,075 | ★ |
Y&next 090740 | +12.3% | 7,500 | |
Dasan Solueta 154040 | +10.7% | 4,360 | |
Telechips 054450 | +8.8% | 14,150 | |
MKElectron 033160 | +8.1% | 11,400 | |
SK hynix 000660 | +6.3% | 126,000 | |
DMS 068790 | +4.8% | 13,139 | |
Samsung Electronics 005930 | +2.5% | 83,000 |
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5. Shipping (recurred after 35 days)
- Episode: started 2021-01-04, day 2
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- [장중수급포착] HMM, 외국인 8일 연속 순매수행진… 주가 +7.53% — 뉴스핌 (Korean)
- “운송업종 HMM·CJ대한통운·현대글로비스 추천” -대신증권 — 이투데이 (Korean)
6. Political Ties (Lee Jae-myung) (recurred after 17 days)
- Episode: started 2021-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
FreeMs 053160 | +16.6% | 19,000 | ★ |
DongshinEngineering&Construction 025950 | +11.5% | 35,800 | |
Atec Mobility 224110 | +6.0% | 24,650 | |
Atec 045660 | +5.9% | 33,100 |
7. Political Ties (Ahn Cheol-soo) (recurred after 14 days)
- Episode: started 2021-01-04, day 1
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8. Crypto & Bitcoin (recurred after 18 days)
- Episode: started 2021-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wizit 036090 | +15.1% | 5,052 | ★ |
Woori Technology Investment 041190 | +5.5% | 5,140 | |
T Scientific 057680 | +5.4% | 20,311 | |
Vidente 121800 | +2.8% | 8,090 |
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Closing Thoughts
Shipping is the only theme whose episode extends to 2021-01-05, with HMM up 18.64%. Railways, by contrast, returned after a gap of 256 days.
Political themes resurfaced: Political Ties (Lee Jae-myung) averaged 10.01% and Political Ties (Ahn Cheol-soo) 8.31%. Crypto & Bitcoin rose 7.21% on average, led by Wizit.