Jan 4: 8 Strong Themes — AI & Robotics, Cement & Ready-Mix Concrete

January 4, 2022 · #AI & Robotics #Cement & Ready-Mix Concrete #Political Ties (Hong Joon-pyo) #Battery / EV #Property & Casualty Insurance / Life Insurance #Shipbuilding / Shipbuilding Equipment #Microbiome #Carbon Emission Credits

8 strong themes — 1 running · 6 recurred · 1 new. Top: AI & Robotics +18.7%.

Strong themes8 Top change+18.7% LeaderRFsemiTechnologies

Average change by strong theme

Average change of member stocks, by theme · descending
AI & Robotics
+18.7%
Cement & Ready-Mix Concrete
+12.6%
Political Ties (Hong Joon-pyo)
+10.6%
Battery / EV
+7.2%
Property & Casualty Insurance / Life Insurance
+5.9%
Shipbuilding / Shipbuilding Equipment
+4.8%
Microbiome
+4.7%
Carbon Emission Credits
+4.5%

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
AI & RoboticsRFsemiTechnologies+29.95%
Cement & Ready-Mix ConcreteSAMPYO Cement+15.47%
Political Ties (Hong Joon-pyo)Kyeong Nam Steel+15.16%
Battery / EVmPlus+9.66%
Property & Casualty Insurance / Life InsuranceMeritz Fire & Marine Insurance+7.68%-
Shipbuilding / Shipbuilding EquipmentHD Hyundai Mipo+8.71%-
MicrobiomeGenome&Company+8.74%
Carbon Emission CreditsUnid+8.00%

On 2022-01-04, AI & Robotics led the session with an average change of 18.74%. All 5 of its stocks rose, and the theme extended its streak to 2 days.

RFsemiTechnologies topped the group at 29.95%, with TPC Robotics at 29.87% and RoboRobo at 25.8%. RoboRobo traded 45592373 shares, the heaviest volume in the theme.

Cement & Ready-Mix Concrete returned after a 25-day gap with an average change of 12.64%, led by SAMPYO Cement at 15.47%. Political Ties (Hong Joon-pyo) followed at 10.63%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1AI & Robotics2 days running+18.7%5/5RFsemiTechnologies
2Cement & Ready-Mix Concreterecurred after 25 days+12.6%3/4SAMPYO Cement
3Political Ties (Hong Joon-pyo)recurred after 5 days+10.6%2/2Kyeong Nam Steel
4Battery / EVrecurred after 7 days+7.2%5/6mPlus
5Property & Casualty Insurance / Life Insurancerecurred after 133 days+5.9%3/3Meritz Fire & Marine Insurance
6Shipbuilding / Shipbuilding Equipmentrecurred after 34 days+4.8%5/5HD Hyundai Mipo
7Microbiomenew+4.7%4/4Genome&Company
8Carbon Emission Creditsrecurred after 6 days+4.5%5/5Unid

Theme by Theme

1. AI & Robotics (2 days running)

StockChangeCloseLeader
RFsemiTechnologies 096610+29.9%7,290★
TPC Robotics 048770+29.9%5,130
RoboRobo 215100+25.8%8,680
Hyulim ROBOT 090710+6.3%2,750
LG Electronics 066570+1.8%142,000

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2. Cement & Ready-Mix Concrete (recurred after 25 days)

StockChangeCloseLeader
SAMPYO Cement 038500+15.5%5,450★
Asia Cement 183190+14.3%13,950
Sungshin Cement 004980+8.1%17,300
Kangdong C&L 198440--

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3. Political Ties (Hong Joon-pyo) (recurred after 5 days)

StockChangeCloseLeader
Kyeong Nam Steel 039240+15.2%6,000★
Hankuk Steel Wire 025550+6.1%5,560

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4. Battery / EV (recurred after 7 days)

StockChangeCloseLeader
Daebo Magnetic 290670+10.0%44,600
mPlus 259630+9.7%19,300★
Wonik Pne 217820+7.7%10,415
Sangsinenergydisplayprecision 091580+4.6%15,900
LG Chem 051910+4.2%644,000
SFA Nexel 222080--

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5. Property & Casualty Insurance / Life Insurance (recurred after 133 days)

StockChangeCloseLeader
Meritz Fire & Marine Insurance 000060+7.7%37,150★
DB Insurance 005830+5.6%57,000
Hanwha Life Insurance 088350+4.5%3,050

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6. Shipbuilding / Shipbuilding Equipment (recurred after 34 days)

StockChangeCloseLeader
HD Hyundai Mipo 010620+8.7%76,100★
HD Korea Shipbuilding & Offshore Engineering 009540+5.0%98,700
HD Hyundai Heavy Industries 329180+4.0%101,500
STX Engine 077970+3.3%9,780
Hanwha Engine 082740+3.2%6,832

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7. Microbiome (new)

StockChangeCloseLeader
Genome&Company 314130+8.7%19,600★
KoBioLabs 348150+6.0%22,000
Bifido 238200+2.3%11,509
CJ Bioscience 311690+1.6%43,233

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8. Carbon Emission Credits (recurred after 6 days)

StockChangeCloseLeader
Unid 014830+8.0%124,831★
Eagon Industrial 008250+5.2%12,100
EcoSimplex 038870+3.6%7,990
Foosung 093370+2.9%22,853
Hansol HomeDeco 025750+2.6%8,700

Closing Thoughts

AI & Robotics was the only theme on a multi-day streak, so whether it reaches a third day stands out. Microbiome entered as a new theme with an average change of 4.67%.

Shipbuilding / Shipbuilding Equipment rose on all 5 stocks, led by HD Hyundai Mipo at 8.71%. Property & Casualty Insurance / Life Insurance returned after a 133-day gap, with an average change of 5.9%.