Jan 31: 8 Strong Themes — AI & Robotics, Political Ties (Ahn Cheol-soo)

January 31, 2023 · #AI & Robotics #Political Ties (Ahn Cheol-soo) #Hydrogen (Fuel Cells, Vehicles) #Digital Health & Telehealth #Shipbuilding #Defense & War #Korea-Russia Gas Pipeline #Battery (Equipment)

8 strong themes — 1 running · 7 recurred. Top: AI & Robotics +11.8%.

Strong themes8 Top change+11.8% LeaderLaonPeople

Average change by strong theme

Average change of member stocks, by theme · descending
AI & Robotics
+11.8%
Political Ties (Ahn Cheol-soo)
+7.8%
Hydrogen (Fuel Cells, Vehicles)
+5.3%
Digital Health & Telehealth
+4.5%
Shipbuilding
+4.3%
Defense & War
+3.6%
Korea-Russia Gas Pipeline
+3.3%
Battery (Equipment)
+3.1%

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
AI & RoboticsLaonPeople+16.27%
Political Ties (Ahn Cheol-soo)Korea Robot Manufacturing+30.00%
Hydrogen (Fuel Cells, Vehicles)Unick+10.61%
Digital Health & TelehealthGC MediAI+6.58%
ShipbuildingSamsung Heavy Industries+10.50%
Defense & WarEgtronics+3.99%
Korea-Russia Gas PipelineHS Valve+12.21%
Battery (Equipment)Welcron Hantec+1.77%

On Jan 31, AI & Robotics topped the strong themes with an average change of 11.85%, and all 8 of its stocks rose. The theme is now on a streak of 3 sessions.

LaonPeople led that group at 16.27%, followed by meerecompanyIncorporated at 14.73% and Russell at 14.11%. Robostar added 13.18%.

Political Ties (Ahn Cheol-soo) reappeared after a gap of 6 days with an average change of 7.79%. Its leader, Korea Robot Manufacturing, closed up 30.0%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1AI & Robotics3 days running+11.8%8/8LaonPeople
2Political Ties (Ahn Cheol-soo)recurred after 6 days+7.8%10/10Korea Robot Manufacturing
3Hydrogen (Fuel Cells, Vehicles)recurred after 5 days+5.3%9/9Unick
4Digital Health & Telehealthrecurred after 5 days+4.5%9/9GC MediAI
5Shipbuildingrecurred after 22 days+4.3%4/4Samsung Heavy Industries
6Defense & Warrecurred after 18 days+3.6%9/9Egtronics
7Korea-Russia Gas Pipelinerecurred after 147 days+3.3%8/8HS Valve
8Battery (Equipment)recurred after 109 days+3.1%9/9Welcron Hantec

Theme by Theme

1. AI & Robotics (3 days running)

StockChangeCloseLeader
LaonPeople 300120+16.3%4,724★
meerecompanyIncorporated 049950+14.7%24,150
Russell 217500+14.1%3,680
Vuno 338220+14.0%9,600
Robostar 090360+13.2%33,050
SyntekaBio 226330+9.3%8,275
Curexo 060280+6.6%8,210
Robotis 108490+6.6%30,626

2. Political Ties (Ahn Cheol-soo) (recurred after 6 days)

StockChangeCloseLeader
Korea Robot Manufacturing 093640+30.0%8,580★
Korea Information Engineering Services 039740+17.4%5,420
BRIDGETECCorp 064480+17.2%7,500
S Net Systems 038680+3.8%6,209
Humax Holdings 028080+3.0%17,961
Sunny Electronics 004770+3.0%3,465
KC Feed 025880+1.1%2,865
KwangjinInd 026910+1.0%5,000
Humax 115160+1.0%35,950
Hanchang Paper 009460+0.5%7,245

Related news

3. Hydrogen (Fuel Cells, Vehicles) (recurred after 5 days)

StockChangeCloseLeader
SY Dong-a 041930+10.8%10,700
Unick 011320+10.6%6,360★
BMTCo 086670+4.4%15,580
DK-Lok 105740+4.2%12,080
Egtronics 377330+4.0%11,730
Sang-a Frontec 089980+3.9%31,700
Pungguk Ethanol 023900+3.6%14,210
Hyosung Heavy Industries 298040+3.3%71,800
SNT Motiv 064960+2.9%25,152

4. Digital Health & Telehealth (recurred after 5 days)

StockChangeCloseLeader
Insung Information 033230+6.7%2,311
GC MediAI 032620+6.6%6,800★
ezCaretech 099750+6.0%14,713
JLK 322510+5.3%3,519
BITComputer 032850+4.6%7,480
PharmaResearch 214450+3.6%77,200
Huvitz 065510+3.1%11,400
InBody 041830+2.6%22,050
Softcen 032680+1.8%3,715

Related news

5. Shipbuilding (recurred after 22 days)

StockChangeCloseLeader
Samsung Heavy Industries 010140+10.5%5,790★
HJ Shipbuilding & Construction 097230+3.4%3,950
HD Korea Shipbuilding & Offshore Engineering 009540+3.2%79,600
Hyundai Industrial 170030+0.1%6,570

Related news

6. Defense & War (recurred after 18 days)

StockChangeCloseLeader
Kencoa Aerospace 274090+4.6%14,220
Hanwha Systems 272210+4.3%13,350
Hanwha Aerospace 012450+4.3%81,899
Egtronics 377330+4.0%11,730★
HJ Shipbuilding & Construction 097230+3.4%3,950
HD Korea Shipbuilding & Offshore Engineering 009540+3.2%79,600
Kisan Telecom 035460+3.0%3,250
SNT Motiv 064960+2.9%25,152
Huneed Technologies 005870+2.5%6,630

7. Korea-Russia Gas Pipeline (recurred after 147 days)

StockChangeCloseLeader
HS Valve 039610+12.2%5,790★
DK-Lok 105740+4.2%12,080
NK 085310+2.4%9,400
Histeel 071090+1.9%3,740
Dae Dong Steel 048470+1.8%4,425
KBI Dong Yang Steel Pipe 008970+1.8%1,891
Moonbae Steel 008420+1.3%3,460
Bookook Steel 026940+0.9%3,510

8. Battery (Equipment) (recurred after 109 days)

StockChangeCloseLeader
Onejoon 382840+6.5%19,460
Yunsung F&C 372170+5.6%48,350
Daesung Hi-Tech 129920+4.7%10,280
G.I.Tech 382480+4.0%3,905
Philoptics 161580+1.8%7,430
Welcron Hantec 076080+1.8%4,875★
SFA Nexel 222080+1.4%10,220
Wonik Pne 217820+1.3%7,755
Tsi 277880+1.3%9,630

Closing Thoughts

Shipbuilding returned after a gap of 22 days, with Samsung Heavy Industries up 10.5%. Same-day headlines tied the move to hopes that the sector would turn back to a profit.

The next data point is whether AI & Robotics extends its streak of 3. Korea-Russia Gas Pipeline returned after a gap of 147 days, led by HS Valve at 12.21%.