Jan 15: 8 Strong Themes — Natural Gas Utilities, 5G
8 strong themes — 3 running · 5 recurred. Top: Natural Gas Utilities +16.7%.
Strong themes8
Top change+16.7%
LeaderDaesung Energy
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 |
|---|---|---|---|
| Natural Gas Utilities | Daesung Energy | +29.94% | |
| 5G | E-tron | +24.60% | - |
| Telecom Equipment | E-tron | +24.60% | - |
| Integrated Logistics | Dongbang Transport & Logistics | +29.87% | |
| EV Charging | LG HelloVision | +29.97% | |
| CXL (Compute Express Link) | Neosem | +17.57% | |
| On-Device AI | Jeju Semiconductor | +17.17% | |
| Shipping | Heung-a Shipping | +14.08% |
Eight themes closed higher on 2024-01-15, and every listed stock in each one rose. Natural Gas Utilities led with an average change of 16.74%, driven by Daesung Energy at 29.94%.
5G and Telecom Equipment shared the same nine stocks and an average change of 13.06%. Ace Technologies rose 29.78%, while leader E-tron gained 24.6%.
Red Sea headlines were behind the moves in Shipping and Natural Gas Utilities, with Heung-a Shipping up 14.08%. Dongbang Transport & Logistics jumped 29.87% to lead Integrated Logistics.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Natural Gas Utilities | 2 days running | +16.7% | 3/3 | Daesung Energy |
| 2 | 5G | recurred after 4 days | +13.1% | 9/9 | E-tron |
| 3 | Telecom Equipment | recurred after 4 days | +13.1% | 9/9 | E-tron |
| 4 | Integrated Logistics | 2 days running | +6.9% | 10/10 | Dongbang Transport & Logistics |
| 5 | EV Charging | recurred after 33 days | +6.3% | 9/9 | LG HelloVision |
| 6 | CXL (Compute Express Link) | recurred after 10 days | +6.1% | 8/8 | Neosem |
| 7 | On-Device AI | recurred after 6 days | +4.9% | 10/10 | Jeju Semiconductor |
| 8 | Shipping | 2 days running | +4.3% | 4/4 | Heung-a Shipping |
Theme by Theme
1. Natural Gas Utilities (2 days running)
- Episode: started 2024-01-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesung Energy 117580 | +29.9% | 12,500 | ★ |
Gse 053050 | +18.0% | 4,285 | |
Kyungdong City Gas 267290 | +2.2% | 19,690 |
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2. 5G (recurred after 4 days)
- Episode: started 2024-01-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ace Technologies 088800 | +29.8% | 2,615 | |
E-tron 096040 | +24.6% | 2,345 | ★ |
KMW 032500 | +17.4% | 15,580 | |
OE Solutions 138080 | +12.5% | 15,420 | |
Wiable 065530 | +8.8% | 2,135 | |
Solid 050890 | +8.6% | 7,080 | |
Frtek 073540 | +5.8% | 2,545 | |
OptiCore 380540 | +5.1% | 1,950 | |
HFR 230240 | +4.9% | 18,450 |
3. Telecom Equipment (recurred after 4 days)
- Episode: started 2024-01-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ace Technologies 088800 | +29.8% | 2,615 | |
E-tron 096040 | +24.6% | 2,345 | ★ |
KMW 032500 | +17.4% | 15,580 | |
OE Solutions 138080 | +12.5% | 15,420 | |
Wiable 065530 | +8.8% | 2,135 | |
Solid 050890 | +8.6% | 7,080 | |
Frtek 073540 | +5.8% | 2,545 | |
OptiCore 380540 | +5.1% | 1,950 | |
HFR 230240 | +4.9% | 18,450 |
4. Integrated Logistics (2 days running)
- Episode: started 2024-01-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongbang Transport & Logistics 004140 | +29.9% | 3,065 | ★ |
KCTC 009070 | +14.9% | 4,870 | |
SamIl 032280 | +8.9% | 2,110 | |
Hansol Logistics 009180 | +4.4% | 2,860 | |
Sebang 004360 | +3.3% | 11,910 | |
SG&G 040610 | +3.1% | 1,667 | |
Hyundai Glovis 086280 | +2.1% | 178,300 | |
STX Green Logis 465770 | +1.4% | 12,910 | |
Han Express 014130 | +0.5% | 5,890 | |
Taewoong Logistics 124560 | +0.5% | 4,505 |
5. EV Charging (recurred after 33 days)
- Episode: started 2024-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG HelloVision 037560 | +30.0% | 4,445 | ★ |
Y2 Solution 011690 | +10.3% | 3,160 | |
SKNetworksCompanyLimited 001740 | +4.2% | 5,480 | |
Kia 000270 | +2.9% | 90,900 | |
Humax 115160 | +2.8% | 3,110 | |
Bosung Power Technology 006910 | +2.6% | 3,385 | |
Alticast 085810 | +1.6% | 1,120 | |
Wonik Pne 217820 | +1.3% | 6,210 | |
Shinsegae Information & Communication 035510 | +1.1% | 12,660 |
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6. CXL (Compute Express Link) (recurred after 10 days)
- Episode: started 2024-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Neosem 253590 | +17.6% | 12,110 | ★ |
Exicon 092870 | +10.9% | 19,520 | |
Openedges Technology 394280 | +5.4% | 23,550 | |
Qualitas Semiconductor 432720 | +4.3% | 43,700 | |
OKins Electronics 080580 | +4.2% | 10,400 | |
Kook Soon Dang 043650 | +2.8% | 6,320 | |
Fadu 440110 | +2.3% | 24,450 | |
Samsung Electronics 005930 | +1.1% | 73,900 |
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7. On-Device AI (recurred after 6 days)
- Episode: started 2024-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Semiconductor 080220 | +17.2% | 21,150 | ★ |
Taesung 323280 | +9.8% | 4,185 | |
Gaonchips 399720 | +5.6% | 60,500 | |
Openedges Technology 394280 | +5.4% | 23,550 | |
Qualitas Semiconductor 432720 | +4.3% | 43,700 | |
Samsung Electro-mechanics 009150 | +1.6% | 147,500 | |
ADTechnology 200710 | +1.6% | 29,200 | |
Chips&Media 094360 | +1.5% | 30,800 | |
Telechips 054450 | +1.2% | 29,800 | |
Samsung Electronics 005930 | +1.1% | 73,900 |
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8. Shipping (2 days running)
- Episode: started 2024-01-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Heung-a Shipping 003280 | +14.1% | 4,660 | ★ |
STX Green Logis 465770 | +1.4% | 12,910 | |
KSS Line 044450 | +1.3% | 9,830 | |
Pan Ocean 028670 | +0.4% | 3,610 |
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Closing Thoughts
Natural Gas Utilities, Integrated Logistics and Shipping are each on a streak of 2, in runs that began on 2024-01-12. The next question is whether Red Sea headlines keep driving them.
CXL (Compute Express Link) came back after a 10-day gap, led by Neosem at 17.57%. On-Device AI returned after 6 days, led by Jeju Semiconductor at 17.17%.