Dec 14: 8 Strong Themes — CXL (Compute Express Link), Battery

December 14, 2023 · #CXL (Compute Express Link) #Battery #Lithium #Medical AI #EV #Semiconductor Equipment #Internet Majors #Wind

8 strong themes — 2 running · 6 recurred. Top: CXL (Compute Express Link) +10.7%.

Strong themes8 Top change+10.7% LeaderOKins Electronics

Average change by strong theme

Average change of member stocks, by theme · descending
CXL (Compute Express Link)
+10.7%
Battery
+7.5%
Lithium
+6.4%
Medical AI
+6.4%
EV
+6.2%
Semiconductor Equipment
+5.7%
Internet Majors
+5.6%
Wind
+5.3%

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
CXL (Compute Express Link)OKins Electronics+29.96%
BatteryG.I.Tech+7.46%
LithiumHydro Lithium+7.00%
Medical AICoreline Soft+29.98%
EVDY Deokyang+15.04%
Semiconductor EquipmentNeosem+14.87%
Internet MajorsKakao+6.68%
WindSeAH 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

#ThemeStatusAvg. changeUp/TotalLeader
1CXL (Compute Express Link)2 days running+10.7%5/5OKins Electronics
2Batteryrecurred after 6 days+7.5%10/10G.I.Tech
3Lithiumrecurred after 15 days+6.4%9/9Hydro Lithium
4Medical AIrecurred after 20 days+6.4%10/10Coreline Soft
5EVrecurred after 6 days+6.2%9/9DY Deokyang
6Semiconductor Equipment4 days running+5.7%9/9Neosem
7Internet Majorsrecurred after 41 days+5.6%2/2Kakao
8Windrecurred after 2 days+5.3%10/10SeAH Steel Holdings

Theme by Theme

1. CXL (Compute Express Link) (2 days running)

StockChangeCloseLeader
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

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2. Battery (recurred after 6 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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

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5. EV (recurred after 6 days)

StockChangeCloseLeader
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

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6. Semiconductor Equipment (4 days running)

StockChangeCloseLeader
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

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7. Internet Majors (recurred after 41 days)

StockChangeCloseLeader
Kakao 035720+6.7%54,300★
NAVER 035420+4.5%223,000

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8. Wind (recurred after 2 days)

StockChangeCloseLeader
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

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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.