Dec 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Telecom Equipment

December 26, 2024 · #Robotics (Industrial & Collaborative) #Telecom Equipment #5G #AI & Robotics #Political Ties (Lee Jae-myung) #Superconductors #Political Ties (Oh Se-hoon) #Shipbuilding

8 strong themes — 2 running · 6 recurred. Top: Robotics (Industrial & Collaborative) +9.9%.

Strong themes8 Top change+9.9% LeaderSamhyun

Average change by strong theme

Average change of member stocks, by theme · descending
Robotics (Industrial & Collaborative)
+9.9%
Telecom Equipment
+8.7%
5G
+7.5%
AI & Robotics
+7.4%
Political Ties (Lee Jae-myung)
+6.0%
Superconductors
+5.0%
Political Ties (Oh Se-hoon)
+5.0%
Shipbuilding
+4.4%

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
Robotics (Industrial & Collaborative)Samhyun+22.19%
Telecom EquipmentCS+13.23%
5GKorea Advanced Materials+12.50%
AI & RoboticsMaum.ai+21.23%
Political Ties (Lee Jae-myung)Hyungji Elite+18.34%
SuperconductorsShinsung Delta Tech+19.31%
Political Ties (Oh Se-hoon)Chinyang Chemical+5.33%
ShipbuildingHD 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

#ThemeStatusAvg. changeUp/TotalLeader
1Robotics (Industrial & Collaborative)2 days running+9.9%9/9Samhyun
2Telecom Equipmentrecurred after 7 days+8.7%9/9CS
35Grecurred after 48 days+7.5%9/9Korea Advanced Materials
4AI & Robotics2 days running+7.4%8/8Maum.ai
5Political Ties (Lee Jae-myung)recurred after 6 days+6.0%10/10Hyungji Elite
6Superconductorsrecurred after 15 days+5.0%10/10Shinsung Delta Tech
7Political Ties (Oh Se-hoon)recurred after 20 days+5.0%3/3Chinyang Chemical
8Shipbuildingrecurred after 3 days+4.4%5/5HD Hyundai Heavy Industries

Theme by Theme

1. Robotics (Industrial & Collaborative) (2 days running)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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.