Jan 16: 8 Strong Themes — Cybersecurity, Battery

January 16, 2025 · #Cybersecurity #Battery #Beauty & Cosmetics #Quantum Cryptography & Computing #Solar #Semiconductor Equipment #Semiconductor Materials & Components #EV

8 strong themes — 7 recurred · 1 new. Top: Cybersecurity +14.3%.

Strong themes8 Top change+14.3% LeaderSands Lab

Average change by strong theme

Average change of member stocks, by theme · descending

Cybersecurity

+14.3%

Battery

+10.2%

Beauty & Cosmetics

+7.8%

Quantum Cryptography & Computing

+7.7%

Solar

+7.3%

Semiconductor Equipment

+6.2%

Semiconductor Materials & Components

+5.9%

+5.7%

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
Cybersecurity	Sands Lab	+29.92%
Battery	A.f.w	+29.74%
Beauty & Cosmetics	DYD	+9.38%
Quantum Cryptography & Computing	Korea Advanced Materials	+22.45%
Solar	Hanwha Solutions	+15.43%
Semiconductor Equipment	Imt	+6.45%
Semiconductor Materials & Components	HanaMicron	+7.50%
EV	Higen RNM	+14.13%

Every listed theme rose on Jan 16, and none of the groups had a decliner. Cybersecurity led with an average change of 14.35%, and all 9 of its stocks gained.

Sands Lab topped that group at 29.92%, and Monitorapp followed at 29.79%. The theme came back after a gap of 35 days.

Battery came next with an average change of 10.24%, and A.f.w led it at 29.74%. News headlines tied the move to an 8% jump in Tesla.

Today’s Strong Themes at a Glance

#	Theme	Status	Avg. change	Up/Total	Leader
1	Cybersecurity	recurred after 35 days	+14.3%	9/9	Sands Lab
2	Battery	recurred after 2 days	+10.2%	10/10	A.f.w
3	Beauty & Cosmetics	recurred after 3 days	+7.8%	9/9	DYD
4	Quantum Cryptography & Computing	new	+7.7%	8/8	Korea Advanced Materials
5	Solar	recurred after 6 days	+7.3%	10/10	Hanwha Solutions
6	Semiconductor Equipment	recurred after 7 days	+6.2%	10/10	Imt
7	Semiconductor Materials & Components	recurred after 7 days	+5.9%	10/10	HanaMicron
8	EV	recurred after 2 days	+5.7%	10/10	Higen RNM

Theme by Theme

1. Cybersecurity (recurred after 35 days)

Episode: started 2025-01-16, day 1

Stock	Change	Close	Leader
Sands Lab `411080`	+29.9%	9,510	★
Monitorapp `434480`	+29.8%	5,380
Hanssak `430690`	+23.2%	6,270
Ksign `192250`	+13.2%	9,200
Ictk `456010`	+11.1%	9,700
CyberOne `356890`	+7.0%	3,155
Inspien `465480`	+5.5%	8,610
DigiCAP `197140`	+5.0%	2,510
PLANTYNETCo `075130`	+4.5%	2,440

2. Battery (recurred after 2 days)

Episode: started 2025-01-16, day 1

Stock	Change	Close	Leader
A.f.w `312610`	+29.7%	2,020	★
Korchip `126730`	+12.0%	13,500
Dit `110990`	+10.6%	16,370
INNOXCorporation `088390`	+8.7%	9,350
Eco&Dream `101360`	+8.1%	28,550
Hana Technology `299030`	+7.2%	23,100
HBL `452190`	+6.7%	4,545
Chemtros `220260`	+6.6%	5,120
Samjin LND `054090`	+6.5%	875
KNS `432470`	+6.2%	11,940

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3. Beauty & Cosmetics (recurred after 3 days)

Episode: started 2025-01-16, day 1

Stock	Change	Close	Leader
Cosmax `192820`	+10.3%	166,800
Cosmecca Korea `241710`	+10.2%	55,100
DYD `219550`	+9.4%	630	★
Silicon 2 `257720`	+9.3%	33,900
Amorepacific `090430`	+7.7%	122,900
Spigen Korea `192440`	+6.2%	23,900
Kolmar Korea `161890`	+6.0%	59,800
C&C International `352480`	+5.6%	41,400
Englewood Lab `950140`	+5.6%	7,020

4. Quantum Cryptography & Computing (new)

Episode: started 2025-01-16, day 1

Stock	Change	Close	Leader
Korea Advanced Materials `062970`	+22.4%	7,090	★
Ictk `456010`	+11.1%	9,700
Q.S.ICo `066310`	+8.0%	8,600
RaonSecure `042510`	+4.2%	2,095
Axgate `356680`	+4.2%	8,440
Ranix `317120`	+4.0%	3,595
Korea Computer & Systems `115500`	+4.0%	11,340
Woori-Net `115440`	+3.5%	7,450

5. Solar (recurred after 6 days)

Episode: started 2025-01-16, day 1

Stock	Change	Close	Leader
Hanwha Solutions `009830`	+15.4%	20,650	★
OCI Company `456040`	+12.6%	70,800
OCI Holdings Company `010060`	+8.1%	84,000
SDN Company `099220`	+7.4%	1,240
UniTest `086390`	+5.7%	13,640
HD Hyundai Energy Solutions `322000`	+5.5%	26,950
GnBS eco `382800`	+4.8%	4,225
Dae Myoung Energy `389260`	+4.4%	12,480
Lake Materials `281740`	+4.4%	12,520
Shinsung E&g `011930`	+4.2%	1,282

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6. Semiconductor Equipment (recurred after 7 days)

Episode: started 2025-01-16, day 5

Stock	Change	Close	Leader
Dit `110990`	+10.6%	16,370
HanaMicron `067310`	+7.5%	12,320
Pro2000 `321260`	+6.6%	2,260
Imt `451220`	+6.5%	10,730	★
Fine Semitech `036810`	+6.3%	18,290
UniTest `086390`	+5.7%	13,640
GigaVis `420770`	+5.3%	31,650
GnBS eco `382800`	+4.8%	4,225
Exicon `092870`	+4.7%	13,300
Shinsung E&g `011930`	+4.2%	1,282

7. Semiconductor Materials & Components (recurred after 7 days)

Episode: started 2025-01-16, day 2

Stock	Change	Close	Leader
OCI Company `456040`	+12.6%	70,800
HLB innoVation `024850`	+7.6%	2,760
HanaMicron `067310`	+7.5%	12,320	★
INNOX Advanced Materials `272290`	+7.0%	28,100
Fine Semitech `036810`	+6.3%	18,290
Lake Materials `281740`	+4.4%	12,520
Duksan Techopia `317330`	+3.9%	36,100
OKins Electronics `080580`	+3.6%	5,140
KEC `092220`	+3.2%	863
FNS Tech `083500`	+3.2%	9,450

8. EV (recurred after 2 days)

Episode: started 2025-01-16, day 1

Stock	Change	Close	Leader
Higen RNM `160190`	+14.1%	26,250	★
SY Dong-a `041930`	+7.1%	5,900
Samyoung `003720`	+6.8%	3,920
HBL `452190`	+6.7%	4,545
iA `038880`	+4.9%	258
Kangwon Energy `114190`	+3.9%	10,060
Amogreentech `125210`	+3.8%	6,230
LS ELECTRIC `010120`	+3.3%	193,400
KEC `092220`	+3.2%	863
Keyang Electric Machinery `012200`	+2.8%	1,671

Closing Thoughts

Quantum Cryptography & Computing appeared as a new theme, led by Korea Advanced Materials at 22.45%. Whether the theme shows up again is still open.

The Semiconductor Equipment episode has an end date of 2025-01-20. Solar averaged 7.26%, and news cited expected increases in US module prices.