Dec 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Telecom Equipment
8 strong themes — 2 running · 6 recurred. Top: Robotics (Industrial & Collaborative) +9.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Robotics (Industrial & Collaborative) | Samhyun | +22.19% | |
| Telecom Equipment | CS | +13.23% | |
| 5G | Korea Advanced Materials | +12.50% | |
| AI & Robotics | Maum.ai | +21.23% | |
| Political Ties (Lee Jae-myung) | Hyungji Elite | +18.34% | |
| Superconductors | Shinsung Delta Tech | +19.31% | |
| Political Ties (Oh Se-hoon) | Chinyang Chemical | +5.33% | |
| Shipbuilding | HD Hyundai Heavy Industries | +9.56% |
Robotics led the Dec 26 session. Robotics (Industrial & Collaborative) posted an average change of 9.95%, with all 9 stocks higher and a streak of 2. Samhyun led the group at 22.19%.
Telecom names came back after a 7-day gap. Telecom Equipment averaged 8.71%, led by CS at 13.23%, and 5G rose an average of 7.51%.
Shipbuilding rose an average of 4.42%, with HD Hyundai Heavy Industries up 9.56%. Shinsung Delta Tech gained 19.31% to lead Superconductors.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | 2 days running | +9.9% | 9/9 | Samhyun |
| 2 | Telecom Equipment | recurred after 7 days | +8.7% | 9/9 | CS |
| 3 | 5G | recurred after 48 days | +7.5% | 9/9 | Korea Advanced Materials |
| 4 | AI & Robotics | 2 days running | +7.4% | 8/8 | Maum.ai |
| 5 | Political Ties (Lee Jae-myung) | recurred after 6 days | +6.0% | 10/10 | Hyungji Elite |
| 6 | Superconductors | recurred after 15 days | +5.0% | 10/10 | Shinsung Delta Tech |
| 7 | Political Ties (Oh Se-hoon) | recurred after 20 days | +5.0% | 3/3 | Chinyang Chemical |
| 8 | Shipbuilding | recurred after 3 days | +4.4% | 5/5 | HD Hyundai Heavy Industries |
Theme by Theme
1. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2024-12-24, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Samhyun 437730 | +22.2% | 7,600 | ★ |
Shinsung Delta Tech 065350 | +19.3% | 121,700 | |
Higen RNM 160190 | +18.0% | 12,760 | |
Hyulim ROBOT 090710 | +8.3% | 1,481 | |
Neuromeka 348340 | +6.6% | 28,200 | |
SBB Tech 389500 | +4.7% | 16,280 | |
KNR Systems 199430 | +4.5% | 6,430 | |
Clobot 466100 | +3.2% | 8,100 | |
Everybot 270660 | +2.6% | 16,070 |
2. Telecom Equipment (recurred after 7 days)
- Episode: started 2024-12-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KMW 032500 | +13.9% | 9,120 | |
CS 065770 | +13.2% | 1,763 | ★ |
Solid 050890 | +12.9% | 6,380 | |
Korea Advanced Materials 062970 | +12.5% | 3,285 | |
Davolink 340360 | +8.5% | 2,170 | |
Coweaver 056360 | +6.3% | 5,880 | |
RF Materials 327260 | +3.8% | 4,905 | |
Ubiquoss 264450 | +3.7% | 8,480 | |
OptiCore 380540 | +3.6% | 1,335 |
3. 5G (recurred after 48 days)
- Episode: started 2024-12-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KMW 032500 | +13.9% | 9,120 | |
Solid 050890 | +12.9% | 6,380 | |
Korea Advanced Materials 062970 | +12.5% | 3,285 | ★ |
Davolink 340360 | +8.5% | 2,170 | |
Coweaver 056360 | +6.3% | 5,880 | |
Ubiquoss 264450 | +3.7% | 8,480 | |
OptiCore 380540 | +3.6% | 1,335 | |
RFHIC 218410 | +3.2% | 13,500 | |
TAIHAN Fiberoptics 010170 | +3.0% | 855 |
4. AI & Robotics (2 days running)
- Episode: started 2024-12-24, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Maum.ai 377480 | +21.2% | 19,130 | ★ |
Hyulim ROBOT 090710 | +8.3% | 1,481 | |
meerecompanyIncorporated 049950 | +7.9% | 19,720 | |
Udmtek 389680 | +6.5% | 719 | |
Saltlux 304100 | +4.3% | 24,050 | |
Robotis 108490 | +3.9% | 21,500 | |
Brainzcompany 099390 | +3.6% | 5,190 | |
Clobot 466100 | +3.2% | 8,100 |
5. Political Ties (Lee Jae-myung) (recurred after 6 days)
- Episode: started 2024-12-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyungji Elite 093240 | +18.3% | 2,200 | ★ |
CS 065770 | +13.2% | 1,763 | |
Solid 050890 | +12.9% | 6,380 | |
HYUNGJI Innovation and Creative 011080 | +6.0% | 795 | |
Koyj 121850 | +3.7% | 1,441 | |
Ilsung Construction 013360 | +2.0% | 3,505 | |
Orient Precision Industries 065500 | +1.9% | 5,780 | |
Sigong Tech 020710 | +1.1% | 3,735 | |
Vivien 002070 | +0.6% | 897 | |
Orientbio 002630 | +0.1% | 1,228 |
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6. Superconductors (recurred after 15 days)
- Episode: started 2024-12-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung Delta Tech 065350 | +19.3% | 121,700 | ★ |
Korea Cable T.V Chung-buk System 066790 | +7.9% | 1,575 | |
Wonik Pne 217820 | +5.3% | 2,370 | |
Ascendio 012170 | +4.6% | 410 | |
Power Logics 047310 | +3.1% | 6,250 | |
Amotech 052710 | +2.5% | 4,020 | |
Mobiis 250060 | +2.5% | 2,810 | |
Kiswire 002240 | +1.8% | 19,500 | |
SuNAM 294630 | +1.8% | 3,480 | |
Inzi Display 037330 | +1.1% | 1,426 |
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7. Political Ties (Oh Se-hoon) (recurred after 20 days)
- Episode: started 2024-12-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chin Yang Industry 003780 | +6.0% | 9,110 | |
Chinyang Chemical 051630 | +5.3% | 3,360 | ★ |
Chinyang Poly Urethane 010640 | +3.5% | 6,780 |
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8. Shipbuilding (recurred after 3 days)
- Episode: started 2024-12-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Heavy Industries 329180 | +9.6% | 298,000 | ★ |
Hanwha Ocean 042660 | +4.9% | 37,750 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +4.2% | 235,500 | |
Samsung Heavy Industries 010140 | +2.1% | 11,600 | |
HD Hyundai Mipo 010620 | +1.4% | 135,600 |
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Closing Thoughts
Both robotics themes are on a streak of 2, in an episode that began Dec 24. The next sessions will show whether AI & Robotics, at an average change of 7.37%, keeps that run going.
Political themes also came back as news covered currency and political risk. Political Ties (Lee Jae-myung) averaged 5.99%, with all 10 stocks higher.