Dec 14: 8 Strong Themes — CXL (Compute Express Link), Battery
8 strong themes — 2 running · 6 recurred. Top: CXL (Compute Express Link) +10.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| CXL (Compute Express Link) | OKins Electronics | +29.96% | |
| Battery | G.I.Tech | +7.46% | |
| Lithium | Hydro Lithium | +7.00% | |
| Medical AI | Coreline Soft | +29.98% | |
| EV | DY Deokyang | +15.04% | |
| Semiconductor Equipment | Neosem | +14.87% | |
| Internet Majors | Kakao | +6.68% | |
| Wind | SeAH Steel Holdings | +12.82% |
On Dec 14, 2023, eight themes closed strong, and every stock listed in each one rose. CXL (Compute Express Link) led with an average change of 10.65%, with all 5 of its stocks up.
OKins Electronics led CXL with a 29.96% gain as the theme reached a 2-day streak. Headlines that day tied the rally to a Samsung Electronics CXL patent filing.
Battery returned after a 6-day gap, posting an average change of 7.49%. In Medical AI, Coreline Soft rose 29.98% on news linked to a Lunit acquisition.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | CXL (Compute Express Link) | 2 days running | +10.7% | 5/5 | OKins Electronics |
| 2 | Battery | recurred after 6 days | +7.5% | 10/10 | G.I.Tech |
| 3 | Lithium | recurred after 15 days | +6.4% | 9/9 | Hydro Lithium |
| 4 | Medical AI | recurred after 20 days | +6.4% | 10/10 | Coreline Soft |
| 5 | EV | recurred after 6 days | +6.2% | 9/9 | DY Deokyang |
| 6 | Semiconductor Equipment | 4 days running | +5.7% | 9/9 | Neosem |
| 7 | Internet Majors | recurred after 41 days | +5.6% | 2/2 | Kakao |
| 8 | Wind | recurred after 2 days | +5.3% | 10/10 | SeAH Steel Holdings |
Theme by Theme
1. CXL (Compute Express Link) (2 days running)
- Episode: started 2023-12-13, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +30.0% | 6,680 | ★ |
Neosem 253590 | +14.9% | 7,030 | |
SK hynix 000660 | +4.2% | 136,700 | |
Korea Circuit 007810 | +3.8% | 20,400 | |
Samsung Electronics 005930 | +0.4% | 73,100 |
Related news
- [특징주]삼성전자 CXL 특허 출원에…오킨스전자 등 관련주 급등 — 이데일리 (Korean)
- [특징주]제이티, 삼성전자 차세대 메모리 기술 ‘CXL’ 상표출원..DDR5 최대 수혜 부각↑ — 파이낸셜뉴스 (Korean)
- 이번엔 ‘CXL’이다…기대감에 코리아써키트 연일 강세 — 머니투데이 (Korean)
2. Battery (recurred after 6 days)
- Episode: started 2023-12-14, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
L&F 066970 | +10.7% | 186,800 | |
SungEel HiTech 365340 | +10.6% | 110,000 | |
Jeio 418550 | +10.5% | 30,600 | |
Posco Future M 003670 | +7.5% | 339,260 | |
G.I.Tech 382480 | +7.5% | 3,240 | ★ |
Kangwon Energy 114190 | +6.7% | 18,520 | |
SK ie technology 361610 | +6.1% | 85,300 | |
Sama Aluminium 006110 | +5.3% | 121,100 | |
Sebitchem 107600 | +5.2% | 67,200 | |
SK Innovation 096770 | +5.0% | 137,600 |
3. Lithium (recurred after 15 days)
- Episode: started 2023-12-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SungEel HiTech 365340 | +10.6% | 110,000 | |
Wellbiotec 010600 | +8.4% | 1,312 | |
Posco Future M 003670 | +7.5% | 339,260 | |
Hydro Lithium 101670 | +7.0% | 11,000 | ★ |
Kangwon Energy 114190 | +6.7% | 18,520 | |
Lithium-for-earth 073570 | +6.5% | 30,936 | |
Sebitchem 107600 | +5.2% | 67,200 | |
Cosmochemical 005420 | +3.0% | 35,550 | |
MNTECHCo 095500 | +2.7% | 15,680 |
4. Medical AI (recurred after 20 days)
- Episode: started 2023-12-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Coreline Soft 384470 | +30.0% | 26,281 | ★ |
Deepnoid 315640 | +5.9% | 9,131 | |
Lunit 328130 | +5.8% | 42,093 | |
Pharos iBio 388870 | +5.2% | 11,290 | |
Noul 376930 | +3.6% | 4,796 | |
NGeneBio 354200 | +3.4% | 12,551 | |
Selvas AI 108860 | +3.0% | 20,650 | |
SyntekaBio 226330 | +2.6% | 9,405 | |
Bistos 419540 | +2.2% | 11,450 | |
JLK 322510 | +1.8% | 17,382 |
Related news
- [급등락주 짚어보기] 코어라인소프트, 의료AI 루닛 ‘볼파라’ 인수에 ‘上’ — 이투데이 (Korean)
5. EV (recurred after 6 days)
- Episode: started 2023-12-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
DY Deokyang 024900 | +15.0% | 5,700 | ★ |
L&F 066970 | +10.7% | 186,800 | |
Kangwon Energy 114190 | +6.7% | 18,520 | |
SK Innovation 096770 | +5.0% | 137,600 | |
iA 038880 | +4.7% | 23,350 | |
Samsung SDI 006400 | +4.4% | 439,096 | |
Inzi Controls 023800 | +3.5% | 7,950 | |
LG Energy Solution 373220 | +3.0% | 422,500 | |
Neotechnicalsystem 085910 | +3.0% | 3,570 |
Related news
- [특징주]덕양산업, 美 모든 신차에 음주운전 방지 장치 설치 의무화 추진↑ — 파이낸셜뉴스 (Korean)
6. Semiconductor Equipment (4 days running)
- Episode: started 2023-12-11, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Neosem 253590 | +14.9% | 7,030 | ★ |
HPSP 403870 | +11.1% | 48,650 | |
PSK Holdings 031980 | +7.1% | 27,150 | |
Exicon 092870 | +3.6% | 12,552 | |
Xavis 254120 | +3.5% | 2,080 | |
Di 003160 | +3.2% | 6,390 | |
Kctech 281820 | +3.1% | 26,850 | |
Pro2000 321260 | +2.8% | 2,605 | |
Pemtron 168360 | +2.4% | 8,250 |
Related news
- CXL이 뭐길래…네오셈 ‘상한가’ [특징주] — 서울경제 (Korean)
- [장중수급포착] 네오셈, 기관 37,000주 대량 순매수… 주가 +21.41% — 뉴스핌 (Korean)
7. Internet Majors (recurred after 41 days)
- Episode: started 2023-12-14, day 1
Related news
- 기술주 훈풍…하이닉스 시총 2위 탈환·카카오 6%대 급등 — 서울경제 (Korean)
8. Wind (recurred after 2 days)
- Episode: started 2023-12-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SeAH Steel Holdings 003030 | +12.8% | 223,500 | ★ |
CS Bearing 297090 | +8.6% | 10,230 | |
Taewoong 044490 | +6.2% | 15,350 | |
CS Wind 112610 | +5.7% | 59,800 | |
LS 006260 | +4.4% | 87,100 | |
Unison 018000 | +4.0% | 1,153 | |
SK oceanplant 100090 | +3.6% | 18,300 | |
Sejin Heavy Industries 075580 | +2.9% | 4,655 | |
Doosan Enerbility 034020 | +2.5% | 15,840 | |
KEPCO Engineering & Construction Company 052690 | +2.2% | 64,700 |
Related news
- [장중수급포착] 세아제강지주, 외국인/기관 동시 순매수… 주가 +14.34% — 뉴스핌 (Korean)
Closing Thoughts
Semiconductor Equipment stretched its streak to 4 days, with an average change of 5.74%. Its leader, Neosem, gained 14.87% and also appears in the CXL theme.
Several themes came back after long breaks, including Lithium after 15 days and Internet Majors after 41 days. The next session will show whether these moves continue or fade.