Jan 2: 8 Strong Themes — Semiconductor Equipment, Political Ties (Lee Jun-seok)
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +10.4%.
Strong themes8
Top change+10.4%
LeaderExicon
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 |
|---|---|---|---|
| Semiconductor Equipment | - | - | - |
| Political Ties (Lee Jun-seok) | - | - | - |
| On-Device AI | - | - | - |
| CXL (Compute Express Link) | - | - | - |
| Political Ties (Lee Jae-myung) | - | - | - |
| Political Ties (Han Dong-hoon) | - | - | - |
| Pharma | - | - | - |
| Biosimilars | - | - | - |
On 2024-01-02, all eight strong themes closed with every listed stock higher. Semiconductor Equipment led with an average change of 10.43%, and all 9 of its stocks rose.
Chip-related themes clustered near the top. On-Device AI and CXL (Compute Express Link) both averaged 9.96%, with Jeju Semiconductor up 21.9% and Exicon up 19.44%.
Political themes were also active. Political Ties (Lee Jun-seok) came back after a 946-day gap with an average of 10.14%. Dt&C rose 30.0% in Political Ties (Han Dong-hoon).
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 6 days | +10.4% | 9/9 | - |
| 2 | Political Ties (Lee Jun-seok) | recurred after 946 days | +10.1% | 4/4 | - |
| 3 | On-Device AI | recurred after 14 days | +10.0% | 10/10 | - |
| 4 | CXL (Compute Express Link) | recurred after 19 days | +10.0% | 10/10 | - |
| 5 | Political Ties (Lee Jae-myung) | recurred after 74 days | +9.8% | 10/10 | - |
| 6 | Political Ties (Han Dong-hoon) | 2 days running | +8.1% | 7/7 | - |
| 7 | Pharma | recurred after 6 days | +7.9% | 10/10 | - |
| 8 | Biosimilars | recurred after 6 days | +7.6% | 10/10 | - |
Theme by Theme
1. Semiconductor Equipment (recurred after 6 days)
- Episode: started 2024-01-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Exicon 092870 | +19.4% | 21,500 | |
Neosem 253590 | +18.5% | 9,300 | |
LEENO Industrial 058470 | +10.4% | 223,500 | |
Koses 089890 | +9.3% | 11,780 | |
Apact 200470 | +8.4% | 3,540 | |
Kctech 281820 | +7.8% | 28,900 | |
Zeus 079370 | +7.8% | 50,500 | |
Di 003160 | +6.5% | 6,710 | |
KoMi 183300 | +5.7% | 68,200 |
2. Political Ties (Lee Jun-seok) (recurred after 946 days)
- Episode: started 2024-01-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SAMBO Industrial 009620 | +14.1% | 1,278 | |
NextEye 137940 | +11.4% | 809 | |
YBM Net 057030 | +10.8% | 5,340 | |
The Willbes & 008600 | +4.2% | 662 |
3. On-Device AI (recurred after 14 days)
- Episode: started 2024-01-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Semiconductor 080220 | +21.9% | 16,700 | |
Qualitas Semiconductor 432720 | +16.2% | 46,650 | |
Nepes 033640 | +11.3% | 21,900 | |
LEENO Industrial 058470 | +10.4% | 223,500 | |
Simmtech 222800 | +9.6% | 42,200 | |
Taesung 323280 | +8.2% | 4,230 | |
Chips&Media 094360 | +7.8% | 34,350 | |
Openedges Technology 394280 | +5.3% | 27,000 | |
Daeduck Electronics 353200 | +5.2% | 28,450 | |
Gaonchips 399720 | +3.7% | 59,300 |
4. CXL (Compute Express Link) (recurred after 19 days)
- Episode: started 2024-01-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Exicon 092870 | +19.4% | 21,500 | |
Neosem 253590 | +18.5% | 9,300 | |
Qualitas Semiconductor 432720 | +16.2% | 46,650 | |
OKins Electronics 080580 | +13.9% | 10,250 | |
Korea Circuit 007810 | +7.8% | 21,550 | |
Fadu 440110 | +7.1% | 25,000 | |
Openedges Technology 394280 | +5.3% | 27,000 | |
TLB 356860 | +5.1% | 32,100 | |
Daekyo 019680 | +5.0% | 2,720 | |
Samsung Electronics 005930 | +1.4% | 79,600 |
Related news
- [특징주]네패스, CXL·칩렛 등 ‘3C’ 주목…칩렛 이종집적 AI 반도체 국책과제 ‘부각’ — 아시아경제 (Korean)
5. Political Ties (Lee Jae-myung) (recurred after 74 days)
- Episode: started 2024-01-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DongshinEngineering&Construction 025950 | +30.0% | 22,450 | |
Atec 045660 | +17.1% | 15,280 | |
Orient Precision Industries 065500 | +11.9% | 1,347 | |
Total Soft Bank 045340 | +8.3% | 4,785 | |
GL Pharm Tech 204840 | +7.4% | 1,220 | |
FreeMs 053160 | +6.5% | 14,800 | |
Atec Mobility 224110 | +6.2% | 15,740 | |
Hyungji Elite 093240 | +4.4% | 1,447 | |
Dgenx 113810 | +3.5% | 1,217 | |
Soosan Int 050960 | +3.1% | 10,590 |
6. Political Ties (Han Dong-hoon) (2 days running)
- Episode: started 2023-12-28, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Dt&C 187220 | +30.0% | 8,970 | |
Artist Company 321820 | +12.3% | 22,400 | |
Xperix 317770 | +7.1% | 6,350 | |
Finger 163730 | +3.2% | 13,150 | |
Wonik Cube 014190 | +2.3% | 2,660 | |
KleanNara 004540 | +1.6% | 2,465 | |
UNID btplus 446070 | +0.4% | 7,130 |
7. Pharma (recurred after 6 days)
- Episode: started 2024-01-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Celltrion Pharm 068760 | +29.9% | 119,800 | |
DongKoo Bio & Pharma 006620 | +8.8% | 6,160 | |
GL Pharm Tech 204840 | +7.4% | 1,220 | |
Myungmoon Pharm 017180 | +5.9% | 2,420 | |
Ahn-gook Pharmaceutical 001540 | +5.7% | 9,950 | |
Prestige Biologics 334970 | +5.7% | 4,650 | |
Samsung Pharmaceutical 001360 | +4.1% | 2,265 | |
Vivozon Pharmaceutical 082800 | +4.0% | 3,120 | |
Samsung Biologics 207940 | +3.8% | 789,000 | |
Jeil Pharmaceutical 271980 | +3.6% | 17,720 |
8. Biosimilars (recurred after 6 days)
- Episode: started 2024-01-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Celltrion Pharm 068760 | +29.9% | 119,800 | |
Celltrion 068270 | +14.9% | 231,500 | |
Prestige Biologics 334970 | +5.7% | 4,650 | |
Aprogen 007460 | +5.6% | 1,014 | |
Binex 053030 | +4.7% | 9,370 | |
Samsung Biologics 207940 | +3.8% | 789,000 | |
Prestige BioPharma 950210 | +3.6% | 9,820 | |
Sam Chun Dang Pharm 000250 | +3.4% | 79,900 | |
ISU Abxis 086890 | +2.5% | 6,200 | |
Aprogen Biologics 003060 | +1.7% | 295 |
Closing Thoughts
Pharma and Biosimilars rounded out the list at 7.91% and 7.58%, led by Celltrion Pharm at 29.93%. Coming sessions will show whether these recurring themes last beyond one day.
Every theme except Political Ties (Han Dong-hoon) has a streak of 1 and a 1-day episode. The next data point is whether the chip-led groups add a second day.