Jan 3: 8 Strong Themes — Quantum Cryptography, Semiconductor Equipment
8 strong themes — 1 running · 7 recurred. Top: Quantum Cryptography +12.1%.
Strong themes8
Top change+12.1%
LeaderAton
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 |
|---|---|---|---|
| Quantum Cryptography | Aton | +29.92% | |
| Semiconductor Equipment | PSK Holdings | +16.51% | |
| HBM (High Bandwidth Memory) | Winpac | +21.12% | |
| Battery | Aekyung Chemical | +9.12% | |
| EV | iA | +29.59% | |
| Semiconductor Materials & Components | Ji-tech | +29.86% | |
| COVID (Diagnostics, Treatments, Vaccines) | Sugentech | +9.19% | |
| Hydrogen (Fuel Cells, Vehicles) | iA | +29.59% |
Every strong theme on 2025-01-03 closed with all of its member stocks higher. Quantum Cryptography led with an average change of 12.07%, and all 7 of its stocks rose.
Aton topped that group at 29.92%, with Korea Advanced Materials at 29.91%. Semiconductor Equipment followed with an average change of 11.13% across 9 stocks.
HBM (High Bandwidth Memory) rose an average of 10.61%, led by Winpac at 21.12%. EV was the one continuing theme, on a streak of 3.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Quantum Cryptography | recurred after 4 days | +12.1% | 7/7 | Aton |
| 2 | Semiconductor Equipment | recurred after 7 days | +11.1% | 9/9 | PSK Holdings |
| 3 | HBM (High Bandwidth Memory) | recurred after 11 days | +10.6% | 10/10 | Winpac |
| 4 | Battery | recurred after 4 days | +9.8% | 10/10 | Aekyung Chemical |
| 5 | EV | 3 days running | +9.8% | 10/10 | iA |
| 6 | Semiconductor Materials & Components | recurred after 7 days | +9.4% | 10/10 | Ji-tech |
| 7 | COVID (Diagnostics, Treatments, Vaccines) | recurred after 77 days | +8.3% | 9/9 | Sugentech |
| 8 | Hydrogen (Fuel Cells, Vehicles) | recurred after 112 days | +8.1% | 10/10 | iA |
Theme by Theme
1. Quantum Cryptography (recurred after 4 days)
- Episode: started 2025-01-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Aton 158430 | +29.9% | 7,990 | ★ |
Korea Advanced Materials 062970 | +29.9% | 7,210 | |
Coweaver 056360 | +8.3% | 8,610 | |
Woori-Net 115440 | +5.6% | 9,370 | |
Dream Security 203650 | +4.0% | 4,020 | |
HanWool Materials Science 091440 | +3.6% | 7,430 | |
Q.S.ICo 066310 | +3.1% | 10,420 |
Related news
- [특징주] 아톤, BW 신주 전환 물량에도 양자 테마 훈풍에 상한가 근접 — 아주경제 (Korean)
2. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2025-01-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
PSK Holdings 031980 | +16.5% | 43,400 | ★ |
EO Technics 039030 | +11.8% | 161,600 | |
Pemtron 168360 | +11.2% | 5,850 | |
Techwing 089030 | +10.8% | 42,200 | |
Green Resource 402490 | +10.6% | 20,500 | |
Apact 200470 | +10.4% | 2,325 | |
Neosem 253590 | +10.2% | 9,940 | |
Wot 396470 | +9.9% | 8,440 | |
Kctech 281820 | +8.8% | 29,050 |
3. HBM (High Bandwidth Memory) (recurred after 11 days)
- Episode: started 2025-01-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Winpac 097800 | +21.1% | 757 | ★ |
PSK Holdings 031980 | +16.5% | 43,400 | |
EO Technics 039030 | +11.8% | 161,600 | |
Techwing 089030 | +10.8% | 42,200 | |
Wot 396470 | +9.9% | 8,440 | |
Kctech 281820 | +8.8% | 29,050 | |
HANMI Semiconductor 042700 | +7.1% | 93,300 | |
Systems Technology 039440 | +7.1% | 18,550 | |
Imt 451220 | +6.7% | 8,550 | |
SK hynix 000660 | +6.2% | 181,900 |
Related news
- [특징주]“HBM 대장주 지속”…SK하이닉스, 5%대↑ — 아시아경제 (Korean)
4. Battery (recurred after 4 days)
- Episode: started 2025-01-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmochemical 005420 | +12.7% | 16,720 | |
Pemtron 168360 | +11.2% | 5,850 | |
Cosmo Advanced Materials & Technology 005070 | +10.7% | 55,800 | |
Ecopro 086520 | +10.1% | 60,800 | |
Sama Aluminium 006110 | +9.8% | 36,450 | |
Isu Specialty Chemical 457190 | +9.5% | 32,900 | |
Aekyung Chemical 161000 | +9.1% | 7,180 | ★ |
Hansol Chemical 014680 | +9.0% | 102,500 | |
Eco&Dream 101360 | +8.2% | 23,750 | |
PI Advanced Materials 178920 | +7.9% | 18,700 |
Related news
- 현대차 IRA 보조금 덕에 2차전지주 ‘활짝’…에코프로 9%대 쑥↑ — 매일경제 (Korean)
- ‘신저가’ 2차전지株 반등세…저가 매수세 유입된 듯[특징주] — 서울경제 (Korean)
5. EV (3 days running)
- Episode: started 2024-12-30, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
iA 038880 | +29.6% | 254 | ★ |
HanJungNCS 107640 | +15.5% | 29,100 | |
Cosmo Advanced Materials & Technology 005070 | +10.7% | 55,800 | |
SK Innovation 096770 | +7.2% | 119,000 | |
SKC 011790 | +6.7% | 117,000 | |
Solus Advanced Materials 336370 | +6.6% | 8,720 | |
Sangsinenergydisplayprecision 091580 | +5.9% | 7,760 | |
L&F 066970 | +5.3% | 81,600 | |
Kangwon Energy 114190 | +5.2% | 9,420 | |
SY Dong-a 041930 | +5.0% | 5,700 |
6. Semiconductor Materials & Components (recurred after 7 days)
- Episode: started 2025-01-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Ji-tech 417500 | +29.9% | 4,045 | ★ |
DNFCo 092070 | +10.5% | 9,390 | |
Kctech 281820 | +8.8% | 29,050 | |
Tiger Elec 219130 | +8.1% | 13,800 | |
Lake Materials 281740 | +7.2% | 11,690 | |
Hana Materials 166090 | +6.1% | 24,200 | |
BCnC 146320 | +6.0% | 8,590 | |
HanaMicron 067310 | +6.0% | 9,800 | |
OCI Company 456040 | +5.8% | 61,600 | |
Dongjin Semichem 005290 | +5.7% | 22,200 |
7. COVID (Diagnostics, Treatments, Vaccines) (recurred after 77 days)
- Episode: started 2025-01-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB Genex 187420 | +15.7% | 5,050 | |
Sugentech 253840 | +9.2% | 7,010 | ★ |
LigaChem Biosciences 141080 | +8.6% | 118,100 | |
Kainos Medicine 284620 | +8.4% | 2,900 | |
Micro Digital 305090 | +8.3% | 10,600 | |
BNC Korea 256840 | +7.2% | 4,450 | |
Caregen 214370 | +6.7% | 31,750 | |
Aptabio Therapeutics 293780 | +6.1% | 6,650 | |
Mi 059090 | +4.8% | 8,820 |
Related news
- [특징주]‘트윈데믹’ 우려에 진단키트株 강세…수젠텍 11%↑ — 남도일보 (Korean)
8. Hydrogen (Fuel Cells, Vehicles) (recurred after 112 days)
- Episode: started 2025-01-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
iA 038880 | +29.6% | 254 | ★ |
Hanwha Solutions 009830 | +10.7% | 17,880 | |
Dit 110990 | +6.1% | 13,390 | |
Doosan Fuel Cell 336260 | +5.7% | 17,230 | |
LTC 170920 | +5.1% | 9,060 | |
HS Hyosung Advanced Materials 298050 | +5.0% | 182,000 | |
SY Dong-a 041930 | +5.0% | 5,700 | |
Ilji Technology 019540 | +4.8% | 3,690 | |
Mi 059090 | +4.8% | 8,820 | |
Hyosung Chemical 298000 | +4.7% | 40,350 |
Closing Thoughts
Most theme episodes in the data run through 2025-01-06, and the coming sessions will show how they play out. Hydrogen (Fuel Cells, Vehicles) returned after a 112-day gap.
COVID (Diagnostics, Treatments, Vaccines) returned after a 77-day gap, with news citing twindemic worries. Battery headlines pointed to Hyundai IRA subsidies.