Jan 22: 8 Strong Themes — Political Ties (Cho Kuk), Battery

January 22, 2026 · #Political Ties (Cho Kuk) #Battery #Lithium #Semiconductor Materials & Components #Beauty & Cosmetics #Semiconductor Equipment #Superconductors #Autonomous Driving

8 strong themes — 8 recurred. Top: Political Ties (Cho Kuk) +26.9%.

Strong themes8 Top change+26.9% LeaderHwacheon Machinery

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Cho Kuk)
+26.9%
Battery
+23.6%
Lithium
+20.9%
Semiconductor Materials & Components
+13.6%
Beauty & Cosmetics
+9.6%
Semiconductor Equipment
+8.2%
Superconductors
+7.4%
Autonomous Driving
+6.8%

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
Political Ties (Cho Kuk)Hwacheon Machinery+29.90%
BatteryHannong Chemicals+29.83%
LithiumHydro Lithium+29.98%
Semiconductor Materials & ComponentsFine Semitech+23.57%
Beauty & CosmeticsInkredibleBuzz+11.92%
Semiconductor EquipmentFine Semitech+23.57%
SuperconductorsSuNAM+29.91%
Autonomous DrivingSuresofttech+19.98%

Political Ties (Cho Kuk) led the Jan 22 session with an average change of 26.91%, returning after a 412-day gap. Hwacheon Machinery rose 29.9%.

Battery names also ran hot. Battery averaged 23.6% with all 9 stocks up, while Lithium followed at 20.95%, led by Hydro Lithium at 29.98%.

Chip names joined in: Semiconductor Materials & Components averaged 13.62%, and Semiconductor Equipment 8.16%. Fine Semitech led both lists with 23.57%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Cho Kuk)recurred after 412 days+26.9%2/2Hwacheon Machinery
2Batteryrecurred after 2 days+23.6%9/9Hannong Chemicals
3Lithiumrecurred after 2 days+20.9%9/9Hydro Lithium
4Semiconductor Materials & Componentsrecurred after 3 days+13.6%10/10Fine Semitech
5Beauty & Cosmeticsrecurred after 13 days+9.6%10/10InkredibleBuzz
6Semiconductor Equipmentrecurred after 3 days+8.2%10/10Fine Semitech
7Superconductorsrecurred after 143 days+7.4%10/10SuNAM
8Autonomous Drivingrecurred after 8 days+6.8%10/10Suresofttech

Theme by Theme

1. Political Ties (Cho Kuk) (recurred after 412 days)

StockChangeCloseLeader
Hwacheon Machinery 010660+29.9%5,800★
SAMBO Industrial 009620+23.9%1,896

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2. Battery (recurred after 2 days)

StockChangeCloseLeader
SFA Nexel 222080+30.0%9,240
Hannong Chemicals 011500+29.8%22,850★
Kangwon Energy 114190+28.2%17,640
Lotte Energy Materials 020150+26.6%42,350
Cenotec 222420+26.2%1,150
Philenergy 378340+20.4%15,130
Samsung SDI 006400+18.7%384,500
Sebitchem 107600+16.3%34,300
Isu Specialty Chemical 457190+16.2%102,300

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3. Lithium (recurred after 2 days)

StockChangeCloseLeader
Hydro Lithium 101670+30.0%2,380★
Lithium-for-earth 073570+30.0%1,067
Joongang Advanced Materials 051980+29.9%2,780
Kangwon Energy 114190+28.2%17,640
MNTECHCo 095500+16.6%12,100
Sebitchem 107600+16.3%34,300
SungEel HiTech 365340+16.1%57,000
Kwangmu 029480+11.2%2,640
Ecopro 086520+10.4%105,000

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4. Semiconductor Materials & Components (recurred after 3 days)

StockChangeCloseLeader
Lake Materials 281740+29.9%21,050
Fine Semitech 036810+23.6%38,800★
HLB innoVation 024850+23.3%2,940
Megatouch 446540+10.3%4,130
Protec Mems Technology 147760+9.8%3,600
Doosan 000150+9.1%900,000
Duksanhimetal 077360+8.5%8,190
INNOX Advanced Materials 272290+7.4%26,850
Chunbo 278280+7.3%52,200
Duksan Techopia 317330+7.2%18,100

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5. Beauty & Cosmetics (recurred after 13 days)

StockChangeCloseLeader
Genic 123330+14.5%18,980
InkredibleBuzz 064090+11.9%1,540★
Apr 278470+11.5%286,000
Pum-tech Korea 251970+10.4%59,500
Cosmecca Korea 241710+10.0%81,200
Neopharm 092730+9.6%19,110
HLB Global 003580+7.5%2,435
Englewood Lab 950140+6.9%11,600
SMCG 460870+6.6%3,550
PharmaResearch 214450+6.5%456,000

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6. Semiconductor Equipment (recurred after 3 days)

StockChangeCloseLeader
Fine Semitech 036810+23.6%38,800★
Intekplus 064290+10.3%16,410
Seojin System 178320+8.3%32,050
Dawon Nexview 323350+7.2%9,650
GnBS eco 382800+6.7%3,040
Hanwha Vision 489790+6.5%54,400
Exicon 092870+5.7%18,340
Xavis 254120+4.6%1,445
Protec 053610+4.5%37,300
UniTest 086390+4.4%11,900

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7. Superconductors (recurred after 143 days)

StockChangeCloseLeader
SuNAM 294630+29.9%3,540★
Amotech 052710+19.9%10,470
Dcksung 004830+4.8%4,910
Power Logics 047310+3.9%6,420
Shinsung Delta Tech 065350+3.7%59,500
Wonik Pne 217820+3.6%4,010
Mobiis 250060+3.2%7,720
Inzi Display 037330+2.2%1,443
LS ELECTRIC 010120+2.2%517,000
Top Engineering 065130+0.7%3,655

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8. Autonomous Driving (recurred after 8 days)

StockChangeCloseLeader
Suresofttech 298830+20.0%10,210★
Furonteer 370090+7.3%15,900
CHEMTRONICSCo 089010+6.7%32,850
Edge Foundry 105550+5.9%1,476
Yujin Robot 056080+5.8%36,200
Autocrypt 331740+5.4%16,330
Ace Technologies 088800+5.1%2,995
Dasan DMC 208860+4.6%1,465
Ranix 317120+3.7%2,235
Pamtek 271830+3.0%1,710

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Closing Thoughts

Every theme in the data is on a streak of 1. The first open question is whether Battery and Lithium extend beyond Jan 22.

Superconductors returned after a 143-day gap behind SuNAM at 29.91%, and Suresofttech rose 19.98% in Autonomous Driving. The next sessions will show whether these moves hold.