Sep 20: 8 Strong Themes — Shipping, 5G
8 strong themes — 2 running · 6 recurred. Top: Shipping +9.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipping | STX Green Logis | +30.00% | - |
| 5G | LiComm | +24.40% | |
| Telecom Equipment | LiComm | +24.40% | |
| Quantum Cryptography | Axgate | +17.31% | |
| Robotics (Industrial & Collaborative) | Elensys | +5.38% | |
| Steel Majors | Posco Steeleon | +10.31% | |
| Carbon Emission Credits | Green Chemical | +0.68% | |
| Car Majors | Hanon Systems | +2.96% |
All eight strong themes on 2023-09-20 closed with every member stock up. Shipping led with an average change of 8.96%, as STX Green Logis rose 30.0%.
LiComm led both 5G and Telecom Equipment with a 24.4% gain. Both themes extended a streak of 2 days, with average changes of 7.61% and 7.56%.
Quantum Cryptography returned after a gap of 8 days, led by Axgate at 17.31%. Robotics (Industrial & Collaborative) averaged 3.12%, led by Elensys at 5.38%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipping | recurred after 5 days | +9.0% | 6/6 | STX Green Logis |
| 2 | 5G | 2 days running | +7.6% | 8/8 | LiComm |
| 3 | Telecom Equipment | 2 days running | +7.6% | 8/8 | LiComm |
| 4 | Quantum Cryptography | recurred after 8 days | +4.8% | 9/9 | Axgate |
| 5 | Robotics (Industrial & Collaborative) | recurred after 6 days | +3.1% | 9/9 | Elensys |
| 6 | Steel Majors | recurred after 5 days | +2.9% | 8/8 | Posco Steeleon |
| 7 | Carbon Emission Credits | recurred after 118 days | +2.3% | 8/8 | Green Chemical |
| 8 | Car Majors | recurred after 7 days | +1.8% | 7/7 | Hanon Systems |
Theme by Theme
1. Shipping (recurred after 5 days)
- Episode: started 2023-09-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Green Logis 465770 | +30.0% | 30,550 | ★ |
Pan Ocean 028670 | +9.1% | 5,080 | |
Korea Line 005880 | +4.7% | 1,906 | |
HMM 011200 | +3.5% | 17,210 | |
Heung-a Shipping 003280 | +3.3% | 1,800 | |
KSS Line 044450 | +3.1% | 8,550 |
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2. 5G (2 days running)
- Episode: started 2023-09-19, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LiComm 388790 | +24.4% | 3,620 | ★ |
Wooriro 046970 | +11.6% | 2,115 | |
Opasnet 173130 | +7.2% | 14,544 | |
Ace Technologies 088800 | +5.7% | 12,371 | |
Kostecsys 355150 | +4.6% | 14,200 | |
Samji Electronics 037460 | +4.3% | 8,640 | |
KT 030200 | +2.0% | 32,900 | |
Solid 050890 | +1.0% | 7,030 |
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- [오후의 쟁점] 이제 확인할 때 ‘중국 소비주’ / 넘치는 재료 ‘5G’ — 머니투데이 (Korean)
3. Telecom Equipment (2 days running)
- Episode: started 2023-09-19, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LiComm 388790 | +24.4% | 3,620 | ★ |
Wooriro 046970 | +11.6% | 2,115 | |
Ace Technologies 088800 | +5.7% | 12,371 | |
SystemandApplicationTechnologies 060540 | +4.6% | 2,725 | |
Samji Electronics 037460 | +4.3% | 8,640 | |
RF Materials 327260 | +4.3% | 5,503 | |
VISSEM Electronics 072950 | +3.7% | 4,720 | |
Asia Pacific Satellite lnc 211270 | +1.8% | 15,780 |
4. Quantum Cryptography (recurred after 8 days)
- Episode: started 2023-09-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Axgate 356680 | +17.3% | 6,100 | ★ |
Wooriro 046970 | +11.6% | 2,115 | |
Korea Computer & Systems 115500 | +9.6% | 7,880 | |
KT 030200 | +2.0% | 32,900 | |
Solid 050890 | +1.0% | 7,030 | |
Coweaver 056360 | +0.6% | 6,680 | |
Woori-Net 115440 | +0.5% | 7,940 | |
LG Uplus 032640 | +0.4% | 10,430 | |
SK Telecom 017670 | +0.2% | 50,700 |
5. Robotics (Industrial & Collaborative) (recurred after 6 days)
- Episode: started 2023-09-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Elensys 264850 | +5.4% | 3,330 | ★ |
Daedong 000490 | +4.3% | 16,900 | |
Smec 099440 | +4.1% | 4,686 | |
TPC 130740 | +3.1% | 3,320 | |
Dae-il 092200 | +3.1% | 6,330 | |
SP Systems 317830 | +2.7% | 15,840 | |
Raon Robotics 232680 | +2.4% | 9,580 | |
Robostar 090360 | +1.8% | 30,950 | |
Rainbow Robotics 277810 | +1.2% | 175,000 |
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6. Steel Majors (recurred after 5 days)
- Episode: started 2023-09-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco Steeleon 058430 | +10.3% | 8,450 | ★ |
Kiswire 002240 | +4.9% | 19,912 | |
Hyundai Steel Company 004020 | +2.0% | 40,200 | |
Daehan Steel 084010 | +2.0% | 8,842 | |
Kisco 104700 | +1.8% | 6,290 | |
Dongkuk Steel Mill 460860 | +1.0% | 12,040 | |
KG Dongbusteel 016380 | +0.8% | 8,700 | |
POSCO Holdings 005490 | +0.2% | 594,000 |
7. Carbon Emission Credits (recurred after 118 days)
- Episode: started 2023-09-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecopro 086520 | +7.1% | 186,982 | |
KC Cottrell 119650 | +3.1% | 3,320 | |
SGC Energy 005090 | +2.2% | 27,250 | |
Ecopro HN 383310 | +1.7% | 70,967 | |
Chemtros 220260 | +1.5% | 6,770 | |
Unid 014830 | +1.1% | 64,200 | |
Eagon Industrial 008250 | +0.9% | 7,030 | |
Green Chemical 083420 | +0.7% | 7,370 | ★ |
8. Car Majors (recurred after 7 days)
- Episode: started 2023-09-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanon Systems 018880 | +3.0% | 8,737 | ★ |
Hyundai Motor 005380 | +2.6% | 194,900 | |
Kia 000270 | +2.5% | 81,400 | |
Hyundai Mobis 012330 | +2.3% | 242,500 | |
Hyundai Wia 011210 | +1.4% | 59,500 | |
HL Mando 204320 | +0.7% | 41,350 | |
KG Mobility 003620 | +0.4% | 9,870 |
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Closing Thoughts
Carbon Emission Credits came back after a gap of 118 days, the longest in the set. Its average change was 2.29%, and Ecopro rose 7.08%.
The next question is whether 5G and Telecom Equipment can run past a 2-day streak. The other six themes, including Shipping, each began a new one-day episode.