Feb 3: 8 Strong Themes — ChatGPT & AI Chatbots, LPG (Liquefied Petroleum Gas)
8 strong themes — 1 running · 7 recurred. Top: ChatGPT & AI Chatbots +13.9%.
Strong themes8
Top change+13.9%
LeaderVAIV company
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 |
|---|---|---|---|
| ChatGPT & AI Chatbots | VAIV company | +29.97% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +21.67% | |
| Rare Earths & Rare Metals | Union | +27.27% | |
| Graphene | SANGBOCo | +19.61% | |
| Natural Gas Utilities | Daesung Energy | +3.96% | |
| Resource Development | KoreaGas | +6.29% | |
| Steel (Small & Mid Cap) | KBI Dong Yang Steel Pipe | +3.97% | |
| Pipe Fittings & Valves | HS Valve | +8.92% |
ChatGPT & AI Chatbots led the Feb 3 session with an average change of 13.95%. All 9 stocks in the theme rose, headed by VAIV company at 29.97%.
Rare Earths & Rare Metals returned after a 61-day gap, led by Union at 27.27%. News that day tied the rare-earth rally to Trump’s tariff war on China.
LPG (Liquefied Petroleum Gas) averaged 13.56%, driven by HeunguOil at 21.67%. KoreaGas rose 6.29% on reports of a possible new gas field in the East Sea.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | ChatGPT & AI Chatbots | 2 days running | +13.9% | 9/9 | VAIV company |
| 2 | LPG (Liquefied Petroleum Gas) | recurred after 31 days | +13.6% | 2/2 | HeunguOil |
| 3 | Rare Earths & Rare Metals | recurred after 61 days | +8.5% | 9/9 | Union |
| 4 | Graphene | recurred after 371 days | +7.4% | 3/3 | SANGBOCo |
| 5 | Natural Gas Utilities | recurred after 35 days | +4.7% | 3/3 | Daesung Energy |
| 6 | Resource Development | recurred after 49 days | +4.3% | 3/3 | KoreaGas |
| 7 | Steel (Small & Mid Cap) | recurred after 49 days | +3.9% | 5/5 | KBI Dong Yang Steel Pipe |
| 8 | Pipe Fittings & Valves | recurred after 12 days | +3.4% | 4/4 | HS Valve |
Theme by Theme
1. ChatGPT & AI Chatbots (2 days running)
- Episode: started 2025-01-31, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
VAIV company 301300 | +30.0% | 6,180 | ★ |
Flitto 300080 | +21.8% | 25,400 | |
WISEnut 096250 | +18.2% | 13,380 | |
BRIDGETECCorp 064480 | +15.5% | 6,330 | |
InfoBank 039290 | +10.6% | 8,240 | |
Kakao 035720 | +9.0% | 41,800 | |
Brainzcompany 099390 | +7.7% | 5,440 | |
Selvas AI 108860 | +7.6% | 14,490 | |
ESTsoft 047560 | +5.2% | 25,500 |
2. LPG (Liquefied Petroleum Gas) (recurred after 31 days)
- Episode: started 2025-02-03, day 1
Related news
- 휘발유-경유 16주 연속 상승…LPG도 공급가격 ↑ [포토] — 이투데이 (Korean)
3. Rare Earths & Rare Metals (recurred after 61 days)
- Episode: started 2025-02-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Union 000910 | +27.3% | 6,440 | ★ |
Union Materials 047400 | +13.8% | 2,510 | |
Tplex 081150 | +8.0% | 3,245 | |
Dongkuk Refractories & Steel 075970 | +7.3% | 2,945 | |
Hyundai BNG Steel 004560 | +6.2% | 13,260 | |
Samwha Electronics 011230 | +5.7% | 3,360 | |
Cenotec 222420 | +4.6% | 709 | |
Green Resource 402490 | +2.5% | 16,140 | |
EG 037370 | +1.0% | 6,000 |
Related news
- 트럼프 대중국 ‘관세 전쟁’에 급등한 희토류주…유니온 27%↑ — 머니투데이 (Korean)
4. Graphene (recurred after 371 days)
- Episode: started 2025-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SANGBOCo 027580 | +19.6% | 1,415 | ★ |
China Crystal New Material Holdings 900250 | +1.6% | 914 | |
LMS 073110 | +1.1% | 6,500 |
Related news
- [특징주]상보, 美ITC “中흑연, 덤핑판매로 경쟁질서 훼손” 예비 판정에 강세 — 아시아경제 (Korean)
- 삼화페인트 지난해 영업익 26.5%↓…고환율·역기저효과 겹쳐(상보) — 이데일리 (Korean)
- [상보] LG화학, 지난해 4분기 적자…매출액 전년 대비 소폭 감소 — 이투데이 (Korean)
5. Natural Gas Utilities (recurred after 35 days)
- Episode: started 2025-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KoreaGas 036460 | +6.3% | 36,350 | |
Daesung Energy 117580 | +4.0% | 8,400 | ★ |
Gse 053050 | +4.0% | 3,155 |
6. Resource Development (recurred after 49 days)
- Episode: started 2025-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KoreaGas 036460 | +6.3% | 36,350 | ★ |
Elcomtec 037950 | +6.3% | 1,082 | |
Si Resources 065420 | +0.5% | 208 |
Related news
- [특징주] 한국가스공사, 신규 유망 구조 ‘마귀상어’ 발견 소식에 5%대 강세 — 이투데이 (Korean)
- [특징주]동해 추가 유전 가능성에…한국가스공사, 6%대 ↑ — 아시아경제 (Korean)
- [특징주] 동해서 가스전 추가 발견…한국가스공사 강세 — 남도일보 (Korean)
7. Steel (Small & Mid Cap) (recurred after 49 days)
- Episode: started 2025-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai BNG Steel 004560 | +6.2% | 13,260 | |
Histeel 071090 | +5.1% | 3,070 | |
KBI Dong Yang Steel Pipe 008970 | +4.0% | 1,257 | ★ |
Dae Dong Steel 048470 | +2.3% | 3,345 | |
Keum Kang Steel 053260 | +1.8% | 3,970 |
8. Pipe Fittings & Valves (recurred after 12 days)
- Episode: started 2025-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HS Valve 039610 | +8.9% | 9,770 | ★ |
Hansun Engineering 452280 | +2.6% | 8,010 | |
BMTCo 086670 | +1.2% | 8,150 | |
T. K 023160 | +0.7% | 22,350 |
Closing Thoughts
ChatGPT & AI Chatbots is the only theme on a streak, now at 2 days. The next sessions will show whether that breadth, with 9 of 9 stocks up today, holds.
The other seven themes all began fresh streaks today, after gaps of 12 to 371 days. Graphene came back after 371 days, carried mostly by SANGBOCo at 19.61%.