Feb 3: 7 Strong Themes — Apple Pay, Metaverse & VR
7 strong themes — 2 running · 5 recurred. Top: Apple Pay +9.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Apple Pay | KoreaInformation&Communication | +25.96% | |
| Metaverse & VR | Com2uS N | +27.86% | |
| Internet Majors | NAVER | +5.67% | |
| ChatGPT & AI Chatbots | Flitto | +5.78% | |
| Hydrogen (Fuel Cells, Vehicles) | S Connect | +3.64% | |
| Car Majors | Hanon Systems | +4.35% | |
| Shipbuilding | HD Korea Shipbuilding & Offshore Engineering | +4.53% |
On 2023-02-03, every stock in all seven strong themes closed higher. Apple Pay topped the board with an average change of 9.08%, led by KoreaInformation&Communication at 25.96%.
Metaverse & VR posted an average change of 8.12% on its second straight day, with all 10 stocks up. Com2uS N led at 27.86%, while NAVER and Kakao also rose.
NAVER appeared in three themes, including Internet Majors at an average change of 4.93%. ChatGPT & AI Chatbots returned after a 4-day gap, led by Flitto at 5.78%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Apple Pay | recurred after 8 days | +9.1% | 6/6 | KoreaInformation&Communication |
| 2 | Metaverse & VR | 2 days running | +8.1% | 10/10 | Com2uS N |
| 3 | Internet Majors | 2 days running | +4.9% | 2/2 | NAVER |
| 4 | ChatGPT & AI Chatbots | recurred after 4 days | +4.3% | 7/7 | Flitto |
| 5 | Hydrogen (Fuel Cells, Vehicles) | recurred after 3 days | +3.7% | 9/9 | S Connect |
| 6 | Car Majors | recurred after 2 days | +2.1% | 6/6 | Hanon Systems |
| 7 | Shipbuilding | recurred after 3 days | +1.8% | 4/4 | HD Korea Shipbuilding & Offshore Engineering |
Theme by Theme
1. Apple Pay (recurred after 8 days)
- Episode: started 2023-02-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
KoreaInformation&Communication 025770 | +26.0% | 15,770 | ★ |
Cellfie Global 068940 | +9.9% | 1,575 | |
Eluon 065440 | +9.6% | 2,970 | |
Nice Information & Telecommunication 036800 | +3.5% | 27,750 | |
Kginicis 035600 | +3.1% | 13,660 | |
NICE Holdings 034310 | +2.4% | 14,230 |
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2. Metaverse & VR (2 days running)
- Episode: started 2023-02-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Com2uS N 291230 | +27.9% | 8,950 | ★ |
Chips&Media 094360 | +9.8% | 9,150 | |
CJ ENM 035760 | +8.9% | 116,100 | |
Giantstep 289220 | +7.1% | 25,000 | |
NAVER 035420 | +5.7% | 223,500 | |
Sunic System 171090 | +5.1% | 22,650 | |
Innodep 303530 | +4.8% | 15,630 | |
Kakao 035720 | +4.2% | 67,200 | |
NEWFLEXTECHNOLGYCo 085670 | +4.1% | 7,890 | |
S Connect 096630 | +3.6% | 5,690 |
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3. Internet Majors (2 days running)
- Episode: started 2023-02-02, day 2
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4. ChatGPT & AI Chatbots (recurred after 4 days)
- Episode: started 2023-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
YoungLimWon SoftLab 060850 | +6.1% | 11,560 | |
Flitto 300080 | +5.8% | 12,207 | ★ |
NAVER 035420 | +5.7% | 223,500 | |
ESTsoft 047560 | +5.3% | 12,630 | |
Kakao 035720 | +4.2% | 67,200 | |
InfoBank 039290 | +1.6% | 12,390 | |
Datasolution 263800 | +1.6% | 8,480 |
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5. Hydrogen (Fuel Cells, Vehicles) (recurred after 3 days)
- Episode: started 2023-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DY 013570 | +5.2% | 6,230 | |
Hanon Systems 018880 | +4.3% | 8,923 | |
Sang-a Frontec 089980 | +4.3% | 33,700 | |
Egtronics 377330 | +3.7% | 12,630 | |
S Connect 096630 | +3.6% | 5,690 | ★ |
Mi 059090 | +3.3% | 8,880 | |
Iljin Hysolus 271940 | +3.1% | 34,950 | |
Hyosung Chemical 298000 | +3.1% | 247,800 | |
Iljin Diamond 081000 | +2.8% | 19,990 |
6. Car Majors (recurred after 2 days)
- Episode: started 2023-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanon Systems 018880 | +4.3% | 8,923 | ★ |
Kia 000270 | +2.1% | 71,200 | |
Hyundai Wia 011210 | +2.1% | 54,500 | |
Hyundai Motor 005380 | +1.7% | 172,800 | |
HL Mando 204320 | +1.4% | 45,350 | |
Hyundai Mobis 012330 | +1.2% | 208,500 |
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7. Shipbuilding (recurred after 3 days)
- Episode: started 2023-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +4.5% | 83,000 | ★ |
HJ Shipbuilding & Construction 097230 | +1.9% | 4,055 | |
Hyundai Industrial 170030 | +0.6% | 6,730 | |
Samsung Heavy Industries 010140 | +0.2% | 5,840 |
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Closing Thoughts
The Apple Pay episode runs from 2023-02-03 to 2023-02-06, so the next question is whether KoreaInformation&Communication stays in the lead. Reports point to a possible launch from March.
Car Majors and Shipbuilding both returned after short gaps. Shipbuilding had an average change of 1.79%, led by HD Korea Shipbuilding & Offshore Engineering at 4.53%.