Feb 4: 8 Strong Themes — Battery, Medical AI

February 4, 2025 · #Battery #Medical AI #Quantum Cryptography & Computing #Medical Devices #Semiconductor Equipment #Defense & War #Robotics (Industrial & Collaborative) #EV

8 strong themes — 8 recurred. Top: Battery +13.2%.

Strong themes8 Top change+13.2% LeaderFinetek

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+13.2%
Medical AI
+13.1%
Quantum Cryptography & Computing
+12.0%
Medical Devices
+8.9%
Semiconductor Equipment
+8.7%
Defense & War
+7.9%
Robotics (Industrial & Collaborative)
+7.7%
EV
+7.6%

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
BatteryFinetek+29.91%
Medical AITomatosystem+29.94%
Quantum Cryptography & ComputingAxgate+24.38%
Medical DevicesSELVAS Healthcare+13.02%
Semiconductor EquipmentPemtron+26.90%
Defense & WarRF Materials+12.81%
Robotics (Industrial & Collaborative)Rainbow Robotics+9.85%
EVKangwon Energy+21.70%

All eight strong themes on Feb 4 closed with every member stock higher. Battery led with an average change of 13.19%, and all 10 of its stocks rose.

Medical AI came close behind with an average change of 13.12%, returning after a 71-day gap. Tomatosystem led the group with a gain of 29.94%.

Quantum Cryptography & Computing averaged 12.03%, led by Axgate at 24.38%. Pemtron rose 26.9% and appeared in both Battery and Semiconductor Equipment.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 13 days+13.2%10/10Finetek
2Medical AIrecurred after 71 days+13.1%9/9Tomatosystem
3Quantum Cryptography & Computingrecurred after 13 days+12.0%8/8Axgate
4Medical Devicesrecurred after 21 days+8.9%10/10SELVAS Healthcare
5Semiconductor Equipmentrecurred after 13 days+8.7%10/10Pemtron
6Defense & Warrecurred after 11 days+7.9%9/9RF Materials
7Robotics (Industrial & Collaborative)recurred after 4 days+7.7%9/9Rainbow Robotics
8EVrecurred after 13 days+7.6%10/10Kangwon Energy

Theme by Theme

1. Battery (recurred after 13 days)

StockChangeCloseLeader
Finetek 131760+29.9%1,238★
Pemtron 168360+26.9%9,340
Kangwon Energy 114190+21.7%10,320
Shinsung ST 416180+11.1%37,450
Almac 354320+10.7%25,400
Korchip 126730+7.5%13,550
People & Technology Ms 257370+6.6%3,480
Lemon 294140+5.9%2,870
Shinsung Delta Tech 065350+5.8%91,400
DaejooElectronicMaterials 078600+5.7%99,700

2. Medical AI (recurred after 71 days)

StockChangeCloseLeader
Tomatosystem 393210+29.9%5,230★
Deepnoid 315640+17.4%7,700
ezCaretech 099750+13.7%19,550
SELVAS Healthcare 208370+13.0%4,905
Coreline Soft 384470+11.8%7,880
Oncocross 382150+9.0%9,700
Lunit 328130+8.4%69,700
Vuno 338220+8.1%24,600
Gencurix 229000+6.8%1,926

3. Quantum Cryptography & Computing (recurred after 13 days)

StockChangeCloseLeader
Axgate 356680+24.4%9,080★
Korea Computer & Systems 115500+15.0%11,600
Wooriro 046970+11.2%1,640
Ictk 456010+10.8%9,170
Korea Advanced Materials 062970+10.6%6,660
Aton 158430+9.1%6,700
Coweaver 056360+7.7%6,330
Dream Security 203650+7.5%3,650

4. Medical Devices (recurred after 21 days)

StockChangeCloseLeader
Deepnoid 315640+17.4%7,700
SELVAS Healthcare 208370+13.0%4,905★
Coreline Soft 384470+11.8%7,880
Lunit 328130+8.4%69,700
Vuno 338220+8.1%24,600
Mitech 179290+6.9%8,320
JLK 322510+6.6%8,380
Won Tech 336570+5.8%5,610
Lameditech 462510+5.3%7,530
LigaChem Biosciences 141080+5.2%122,300

5. Semiconductor Equipment (recurred after 13 days)

StockChangeCloseLeader
Pemtron 168360+26.9%9,340★
Cymechs 160980+13.1%10,560
Auros Technology 322310+7.4%21,100
Justem 417840+7.3%8,380
Wot 396470+6.7%8,440
Tfe 425420+6.1%15,610
YC 232140+5.3%10,500
Genesem 217190+5.3%7,140
GigaVis 420770+4.7%29,150
Protec 053610+4.2%24,950

Related news

6. Defense & War (recurred after 11 days)

StockChangeCloseLeader
RF Materials 327260+12.8%6,340★
HJ Shipbuilding & Construction 097230+10.5%6,620
MNC Solution 484870+10.3%60,000
Hanwha Systems 272210+7.5%25,950
Hanwha Ocean 042660+6.7%60,900
STX Engine 077970+6.2%23,300
SatrecInitiative 099320+5.9%47,900
Wavice 289930+5.9%7,050
Genohco 361390+5.2%15,130

7. Robotics (Industrial & Collaborative) (recurred after 4 days)

StockChangeCloseLeader
Cymechs 160980+13.1%10,560
Doosan Robotics 454910+11.2%71,500
Rainbow Robotics 277810+9.8%340,000★
KPF 024880+6.7%4,525
DaedongGear 008830+6.4%14,100
Angel Robotics 455900+6.1%30,300
Haisung Aero-Robotics 059270+6.0%6,030
Shinsung Delta Tech 065350+5.8%91,400
SBB Tech 389500+3.8%27,600

Related news

8. EV (recurred after 13 days)

StockChangeCloseLeader
Kangwon Energy 114190+21.7%10,320★
Shinsung ST 416180+11.1%37,450
Almac 354320+10.7%25,400
LS Materials 417200+6.4%13,250
iA 038880+5.1%249
Kostecsys 355150+5.0%4,830
iWIN 090150+4.5%863
Edge Foundry 105550+4.3%2,660
Sungmoon Electronics 014910+3.8%1,183
A-jin Industry 013310+3.6%2,605

Closing Thoughts

Semiconductor Equipment has the longest episode in the data at 7 days, ending 2025-02-10. The Medical Devices and Defense & War episodes each lasted 1 day.

In Robotics (Industrial & Collaborative), Feb 4 headlines linked a new high in Rainbow Robotics to Samsung humanoid development. The theme had an average change of 7.66%.