Dec 20: 8 Strong Themes — Auto Parts, EV

December 20, 2023 · #Auto Parts #EV #Toss #Political Ties (Han Dong-hoon) #Drones #Battery #Shipping #Integrated Logistics

8 strong themes — 7 recurred · 1 new. Top: Auto Parts +12.7%.

Strong themes8 Top change+12.7% LeaderNeooto

Average change by strong theme

Average change of member stocks, by theme · descending
Auto Parts
+12.7%
EV
+11.0%
Toss
+9.6%
Political Ties (Han Dong-hoon)
+8.1%
Drones
+8.0%
Battery
+7.2%
Shipping
+7.1%
Integrated Logistics
+6.1%

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
Auto PartsNeooto+30.00%
EVNeooto+30.00%
TossE-world+29.98%
Political Ties (Han Dong-hoon)Han Express+25.33%
DronesVessel+19.53%
BatteryXavis+13.33%
ShippingHMM+19.91%
Integrated LogisticsHan Express+25.33%

On Dec 20, eight themes closed with every member stock higher. Auto Parts led with an average change of 12.74%, with all 7 stocks up, returning after a 34-day gap.

Neooto gained 30.0% and led both Auto Parts and EV, a theme that also included Kia, up 6.38%. EV averaged 10.97% across 8 stocks.

Toss was the only new theme, averaging 9.57% as E-world rose 29.98% on listing news. Shipping rose on Red Sea headlines, with HMM up 19.91%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Auto Partsrecurred after 34 days+12.7%7/7Neooto
2EVrecurred after 5 days+11.0%8/8Neooto
3Tossnew+9.6%7/7E-world
4Political Ties (Han Dong-hoon)recurred after 2 days+8.1%5/5Han Express
5Dronesrecurred after 26 days+8.0%10/10Vessel
6Batteryrecurred after 2 days+7.2%10/10Xavis
7Shippingrecurred after 2 days+7.1%5/5HMM
8Integrated Logisticsrecurred after 2 days+6.1%10/10Han Express

Theme by Theme

1. Auto Parts (recurred after 34 days)

StockChangeCloseLeader
Neooto 212560+30.0%7,808★
Hwashin 010690+15.4%13,570
Korea Fuel-tech 123410+12.0%3,675
Seoyon E-hwa 200880+9.3%17,120
Korea Movenex 010100+8.0%9,000
A-jin Industry 013310+7.4%4,115
Formetal 119500+7.0%3,895

Related news

2. EV (recurred after 5 days)

StockChangeCloseLeader
Neooto 212560+30.0%7,808★
Hwashin 010690+15.4%13,570
Samwha Electronics 011230+8.4%3,740
Samwha Electric 009470+7.8%16,590
A-jin Industry 013310+7.4%4,115
Kia 000270+6.4%95,000
KyungchangIndustrial 024910+6.3%2,440
Kostecsys 355150+6.1%11,725

Related news

3. Toss (new)

StockChangeCloseLeader
E-world 084680+30.0%1,695★
Korea Electronic Certification Authority 041460+21.3%4,920
Hanwha Investment&securities 003530+6.5%3,280
Daol Investment & Securities 030210+2.7%4,155
NBT 236810+2.6%7,900
DaishinInformation 020180+2.0%1,280
Hana Financial Group 086790+1.9%43,000

Related news

4. Political Ties (Han Dong-hoon) (recurred after 2 days)

StockChangeCloseLeader
Han Express 014130+25.3%8,510★
Daesang Holdings 084690+6.6%14,920
KleanNara 004540+4.1%2,775
UNID btplus 446070+2.3%8,030
Finger 163730+2.0%12,770

5. Drones (recurred after 26 days)

StockChangeCloseLeader
Smart Radar System 424960+20.5%19,270
Vessel 177350+19.5%9,755★
Hanbit Soft 047080+12.8%2,990
PC Direct 051380+10.6%4,435
Makus 093520+6.6%12,840
Hanwha Systems 272210+2.9%16,590
Korea Aerospace Industries 047810+2.4%49,250
Hancom WITH 054920+1.8%3,095
S Connect 096630+1.6%9,445
JCH Systems 033320+1.4%4,840

6. Battery (recurred after 2 days)

StockChangeCloseLeader
Xavis 254120+13.3%2,465★
Aekyung Chemical 161000+12.1%15,860
KNS 432470+9.3%39,300
Sebang Global Battery 004490+6.9%61,700
Sungwoo Hitech 015750+6.8%9,690
Hannong Chemicals 011500+6.5%17,600
Wooshin Systems 017370+5.7%9,090
Solus Advanced Materials 336370+4.0%11,725
Cosmochemical 005420+3.5%39,650
KG Chemical 001390+3.4%7,060

Related news

7. Shipping (recurred after 2 days)

StockChangeCloseLeader
HMM 011200+19.9%22,100★
Heung-a Shipping 003280+8.0%2,575
KSS Line 044450+6.2%9,450
Korea Line 005880+0.7%2,170
STX Green Logis 465770+0.6%13,610

Related news

8. Integrated Logistics (recurred after 2 days)

StockChangeCloseLeader
Han Express 014130+25.3%8,510★
CJ Logistics 000120+7.1%125,300
HANJIN Logistics 002320+5.6%24,500
Taewoong Logistics 124560+5.2%3,710
Hansol Logistics 009180+4.2%2,630
Sebang 004360+3.6%12,640
Sun Kwang 003100+3.5%18,790
Hyundai Glovis 086280+2.6%92,236
KCTC 009070+2.3%4,190
Dongbang Transport & Logistics 004140+1.9%2,115

Closing Thoughts

Toss is the only theme with an episode spanning two days, running to 2023-12-21. Every other theme shows a one-day episode.

Han Express led both Political Ties (Han Dong-hoon) and Integrated Logistics with a 25.33% gain. Whether these overlapping moves continue is a point to track.