Jan 5: 8 Strong Themes — Internet of Things (IoT), Cybersecurity
8 strong themes — 8 recurred. Top: Internet of Things (IoT) +6.7%.
Strong themes8
Top change+6.7%
LeaderSamjin
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 |
|---|---|---|---|
| Internet of Things (IoT) | Samjin | +29.86% | |
| Cybersecurity | S Net Systems | +9.58% | |
| Banks | Jeju Bank | +8.68% | |
| Department Stores | GwangjuShinsegae | +5.61% | |
| Currency & ATM Systems (incl. CBDC) | Korea Computer Terminal | +9.25% | |
| Smart Home | S Net Systems | +9.58% | |
| Duty Free | JTC | +2.89% | |
| REITs | NH Prime REIT | +8.43% |
Eight themes rallied on 2023-01-05, and every stock listed in each one closed higher. Internet of Things (IoT) led with an average change of 6.73%, its first appearance after a 2046-day gap.
Samjin gained 29.86% to close at 7115, the biggest move of the session. S Net Systems rose 9.58% and led both Cybersecurity and Smart Home.
Cybersecurity posted an average change of 5.78%, and Banks followed at 5.66% across 9 stocks. Jeju Bank led the banks with a gain of 8.68%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Internet of Things (IoT) | recurred after 2046 days | +6.7% | 10/10 | Samjin |
| 2 | Cybersecurity | recurred after 98 days | +5.8% | 10/10 | S Net Systems |
| 3 | Banks | recurred after 2 days | +5.7% | 9/9 | Jeju Bank |
| 4 | Department Stores | recurred after 93 days | +4.4% | 4/4 | GwangjuShinsegae |
| 5 | Currency & ATM Systems (incl. CBDC) | recurred after 59 days | +4.0% | 7/7 | Korea Computer Terminal |
| 6 | Smart Home | recurred after 374 days | +4.0% | 8/8 | S Net Systems |
| 7 | Duty Free | recurred after 8 days | +3.6% | 8/8 | JTC |
| 8 | REITs | recurred after 582 days | +3.5% | 9/9 | NH Prime REIT |
Theme by Theme
1. Internet of Things (IoT) (recurred after 2046 days)
- Episode: started 2023-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samjin 032750 | +29.9% | 7,115 | ★ |
S Net Systems 038680 | +9.6% | 5,285 | |
Ksign 192250 | +6.6% | 16,250 | |
Commax 036690 | +5.0% | 3,030 | |
nTels 069410 | +3.5% | 5,140 | |
KL-Net 039420 | +3.4% | 2,465 | |
SGA Solutions 184230 | +2.8% | 3,700 | |
Kocom 015710 | +2.4% | 6,710 | |
Korea Electronic Certification Authority 041460 | +2.1% | 4,810 | |
Openbase 049480 | +2.1% | 2,705 |
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2. Cybersecurity (recurred after 98 days)
- Episode: started 2023-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RaonSecure 042510 | +10.8% | 11,756 | |
Hancom WITH 054920 | +10.6% | 4,580 | |
S Net Systems 038680 | +9.6% | 5,285 | ★ |
Ksign 192250 | +6.6% | 16,250 | |
Daou Data 032190 | +3.6% | 37,550 | |
PLANTYNETCo 075130 | +3.6% | 2,470 | |
Dream Security 203650 | +3.5% | 1,402 | |
SSR 275630 | +3.5% | 6,190 | |
CyberOne 356890 | +3.2% | 3,504 | |
SGA Solutions 184230 | +2.8% | 3,700 |
3. Banks (recurred after 2 days)
- Episode: started 2023-01-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Bank 006220 | +8.7% | 11,900 | ★ |
Shinhan Financial Group 055550 | +8.4% | 39,450 | |
KakaoBank 323410 | +7.5% | 27,300 | |
Hana Financial Group 086790 | +7.2% | 46,950 | |
KB Financial Group 105560 | +6.7% | 53,900 | |
Woori Financial Group 316140 | +4.2% | 12,400 | |
JB Financial Group 175330 | +2.9% | 8,500 | |
Industrial Bank Of Korea 024110 | +2.8% | 10,000 | |
BNK Financial Group 138930 | +2.6% | 6,720 |
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4. Department Stores (recurred after 93 days)
- Episode: started 2023-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsegae 004170 | +6.2% | 230,000 | |
GwangjuShinsegae 037710 | +5.6% | 33,900 | ★ |
Hyundai Department Store 069960 | +4.2% | 60,300 | |
Lotte Shopping 023530 | +1.5% | 93,900 |
5. Currency & ATM Systems (incl. CBDC) (recurred after 59 days)
- Episode: started 2023-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Computer Terminal 089150 | +9.2% | 3,425 | ★ |
kakaopay 377300 | +6.7% | 62,400 | |
Hannet 052600 | +6.2% | 5,330 | |
Logisys 067730 | +2.9% | 3,870 | |
FreeMs 053160 | +1.6% | 6,440 | |
NuriFlex 040160 | +1.1% | 4,800 | |
Korea Computer & Systems 115500 | +0.4% | 5,080 |
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6. Smart Home (recurred after 374 days)
- Episode: started 2023-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S Net Systems 038680 | +9.6% | 5,285 | ★ |
Hyundai Livart Furniture 079430 | +8.0% | 9,230 | |
Commax 036690 | +5.0% | 3,030 | |
Winix 044340 | +3.1% | 11,550 | |
Kocom 015710 | +2.4% | 6,710 | |
Xi S&D 317400 | +1.9% | 5,950 | |
NuriFlex 040160 | +1.1% | 4,800 | |
LG Uplus 032640 | +0.9% | 11,000 |
7. Duty Free (recurred after 8 days)
- Episode: started 2023-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsegae 004170 | +6.2% | 230,000 | |
Hotel Shilla 008770 | +5.3% | 85,000 | |
Hyundai Department Store 069960 | +4.2% | 60,300 | |
HDC Holdings 012630 | +3.7% | 5,600 | |
Global Tax Free 204620 | +3.6% | 2,865 | |
JTC 950170 | +2.9% | 3,565 | ★ |
Tonymoly 214420 | +2.1% | 4,350 | |
KoreaInformation&Communication 025770 | +0.9% | 11,550 |
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8. REITs (recurred after 582 days)
- Episode: started 2023-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NH Prime REIT 338100 | +8.4% | 4,375 | ★ |
NH All-One REIT 400760 | +4.7% | 3,497 | |
D&D Platform REIT 377190 | +3.7% | 3,510 | |
Lotte Reit 330590 | +3.3% | 4,048 | |
Koramco The One Reit 417310 | +3.2% | 4,565 | |
Miraeasset Maps REIT 1 357250 | +2.1% | 3,510 | |
Shinhan Seobu T&D REIT 404990 | +2.1% | 3,860 | |
Igis Residence Reit 350520 | +2.0% | 3,926 | |
Shinhan Alpha REIT 293940 | +2.0% | 6,937 |
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Closing Thoughts
The Banks episode runs from 2023-01-05 to 2023-01-06, making it the only theme here that spans two days. The other seven themes are recorded as single-day episodes.
REITs came back after a 582-day gap, and that day’s headlines covered regulatory changes for the sector. The next sessions will show whether these themes extend their streak of 1.