Feb 2: 8 Strong Themes — Auto Parts, Holding Companies
8 strong themes — 1 running · 7 recurred. Top: Auto Parts +14.1%.
Strong themes8
Top change+14.1%
LeaderSeoyon E-hwa
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 |
|---|---|---|---|
| Auto Parts | Seoyon E-hwa | +24.72% | |
| Holding Companies | Wonik Holdings | +29.88% | |
| Semiconductor Equipment | Wonik Holdings | +29.88% | |
| Advertising | PlayD | +29.90% | |
| Internet Majors | NAVER | +9.38% | |
| Superconductors | Korea Cable T.V Chung-buk System | +30.00% | |
| HBM (High Bandwidth Memory) | Zeus | +10.15% | |
| STO (Security Token Offering) | K Auction | +18.65% |
On Feb 2, every stock in every strong theme closed higher. Auto Parts led with an average change of 14.08%, as all 7 of its stocks rose, headed by Seoyon E-hwa at 24.72%.
Holding Companies was the only theme on a 2-day streak, averaging 12.1%. Wonik Holdings jumped 29.88% and also led Semiconductor Equipment, which averaged 10.61%.
The day’s biggest single moves came from Korea Cable T.V Chung-buk System at 30.0% and PlayD at 29.9%. PlayD led Advertising, which posted an average change of 9.42%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Auto Parts | recurred after 36 days | +14.1% | 7/7 | Seoyon E-hwa |
| 2 | Holding Companies | 2 days running | +12.1% | 10/10 | Wonik Holdings |
| 3 | Semiconductor Equipment | recurred after 8 days | +10.6% | 10/10 | Wonik Holdings |
| 4 | Advertising | recurred after 25 days | +9.4% | 9/9 | PlayD |
| 5 | Internet Majors | recurred after 24 days | +8.1% | 2/2 | NAVER |
| 6 | Superconductors | recurred after 11 days | +7.1% | 10/10 | Korea Cable T.V Chung-buk System |
| 7 | HBM (High Bandwidth Memory) | recurred after 8 days | +6.9% | 10/10 | Zeus |
| 8 | STO (Security Token Offering) | recurred after 36 days | +6.7% | 10/10 | K Auction |
Theme by Theme
1. Auto Parts (recurred after 36 days)
- Episode: started 2024-02-02, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Seoyon E-hwa 200880 | +24.7% | 22,450 | ★ |
Pha 043370 | +19.9% | 12,590 | |
Ecoplastic 038110 | +18.2% | 5,510 | |
Korea Movenex 010100 | +12.8% | 7,250 | |
Hanjoo Light Metal 198940 | +8.3% | 3,395 | |
Daewonkangup 000430 | +7.9% | 5,750 | |
Hyundai Wia 011210 | +6.8% | 64,500 |
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2. Holding Companies (2 days running)
- Episode: started 2024-02-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +29.9% | 4,455 | ★ |
Dongkuk Holdings 001230 | +18.8% | 10,250 | |
Seoyon 007860 | +15.9% | 9,540 | |
SK Square 402340 | +11.0% | 59,500 | |
KB Financial Group 105560 | +8.2% | 66,300 | |
HDC Holdings 012630 | +7.7% | 8,520 | |
Hitejinro Holdings 000140 | +7.7% | 9,510 | |
Hana Financial Group 086790 | +7.5% | 55,900 | |
LS 006260 | +7.2% | 102,900 | |
Soulbrain Holdings 036830 | +7.1% | 45,950 |
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3. Semiconductor Equipment (recurred after 8 days)
- Episode: started 2024-02-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +29.9% | 4,455 | ★ |
Wot 396470 | +11.5% | 8,810 | |
GlobalStandardTechnology 083450 | +10.2% | 31,950 | |
Zeus 079370 | +10.2% | 18,230 | |
Fine Semitech 036810 | +8.6% | 22,800 | |
Tse 131290 | +8.1% | 47,000 | |
Green Resource 402490 | +7.8% | 24,900 | |
Auros Technology 322310 | +7.3% | 29,200 | |
EO Technics 039030 | +6.3% | 176,000 | |
PSK Holdings 031980 | +6.3% | 28,700 |
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4. Advertising (recurred after 25 days)
- Episode: started 2024-02-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PlayD 237820 | +29.9% | 6,820 | ★ |
Emnet 123570 | +14.2% | 3,655 | |
Mobidays 363260 | +12.3% | 594 | |
Wise birds 273060 | +11.1% | 1,392 | |
Com2uS N 291230 | +6.4% | 3,595 | |
Gaeasoft 051160 | +4.5% | 8,650 | |
Cheil Worldwide 030000 | +2.3% | 18,850 | |
Dreaminsight 362990 | +2.2% | 3,645 | |
Echomarketing 230360 | +1.9% | 9,820 |
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5. Internet Majors (recurred after 24 days)
- Episode: started 2024-02-02, day 1
6. Superconductors (recurred after 11 days)
- Episode: started 2024-02-02, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Cable T.V Chung-buk System 066790 | +30.0% | 1,300 | ★ |
Shinsung Delta Tech 065350 | +16.3% | 86,300 | |
Power Logics 047310 | +7.6% | 11,740 | |
Inzi Controls 023800 | +5.2% | 7,890 | |
SuNAM 294630 | +2.5% | 4,595 | |
Top Engineering 065130 | +2.1% | 5,830 | |
Dcksung 004830 | +2.0% | 7,010 | |
LS ELECTRIC 010120 | +1.8% | 68,900 | |
Inzi Display 037330 | +1.6% | 1,840 | |
Amotech 052710 | +1.6% | 7,850 |
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7. HBM (High Bandwidth Memory) (recurred after 8 days)
- Episode: started 2024-02-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +11.5% | 8,810 | |
Zeus 079370 | +10.2% | 18,230 | ★ |
Quality Reliability Technology 405100 | +7.6% | 24,050 | |
Auros Technology 322310 | +7.3% | 29,200 | |
EO Technics 039030 | +6.3% | 176,000 | |
PSK Holdings 031980 | +6.3% | 28,700 | |
Yest 122640 | +5.5% | 16,000 | |
Dit 110990 | +5.4% | 20,000 | |
Systems Technology 039440 | +5.0% | 27,450 | |
Imt 451220 | +3.5% | 20,150 |
8. STO (Security Token Offering) (recurred after 36 days)
- Episode: started 2024-02-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
K Auction 102370 | +18.6% | 5,980 | ★ |
KB Financial Group 105560 | +8.2% | 66,300 | |
Hana Financial Group 086790 | +7.5% | 55,900 | |
Shinhan Financial Group 055550 | +6.6% | 45,300 | |
Galaxia SM 011420 | +5.9% | 2,415 | |
Korea Information Certificate Authority 053300 | +5.2% | 5,280 | |
KIWOOM Securities 039490 | +4.3% | 112,200 | |
SeoulAuction 063170 | +4.0% | 11,060 | |
Woori Technology Investment 041190 | +3.7% | 6,180 | |
GalaxiaMoneytree 094480 | +3.4% | 9,140 |
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Closing Thoughts
The Auto Parts and Superconductors episodes run through 2024-02-05, spanning 4 days. Other themes, such as HBM (High Bandwidth Memory) at 6.87%, logged one-day episodes.
News tied low-PBR policy hopes to holding companies and STO (Security Token Offering), led by K Auction at 18.65%. Whether that policy story persists is the next thing to track.