Dec 20: 8 Strong Themes — Auto Parts, EV
8 strong themes — 7 recurred · 1 new. Top: Auto Parts +12.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Auto Parts | Neooto | +30.00% | |
| EV | Neooto | +30.00% | |
| Toss | E-world | +29.98% | |
| Political Ties (Han Dong-hoon) | Han Express | +25.33% | |
| Drones | Vessel | +19.53% | |
| Battery | Xavis | +13.33% | |
| Shipping | HMM | +19.91% | |
| Integrated Logistics | Han Express | +25.33% |
On Dec 20, eight themes closed with every member stock higher. Auto Parts led with an average change of 12.74%, with all 7 stocks up, returning after a 34-day gap.
Neooto gained 30.0% and led both Auto Parts and EV, a theme that also included Kia, up 6.38%. EV averaged 10.97% across 8 stocks.
Toss was the only new theme, averaging 9.57% as E-world rose 29.98% on listing news. Shipping rose on Red Sea headlines, with HMM up 19.91%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Auto Parts | recurred after 34 days | +12.7% | 7/7 | Neooto |
| 2 | EV | recurred after 5 days | +11.0% | 8/8 | Neooto |
| 3 | Toss | new | +9.6% | 7/7 | E-world |
| 4 | Political Ties (Han Dong-hoon) | recurred after 2 days | +8.1% | 5/5 | Han Express |
| 5 | Drones | recurred after 26 days | +8.0% | 10/10 | Vessel |
| 6 | Battery | recurred after 2 days | +7.2% | 10/10 | Xavis |
| 7 | Shipping | recurred after 2 days | +7.1% | 5/5 | HMM |
| 8 | Integrated Logistics | recurred after 2 days | +6.1% | 10/10 | Han Express |
Theme by Theme
1. Auto Parts (recurred after 34 days)
- Episode: started 2023-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Neooto 212560 | +30.0% | 7,808 | ★ |
Hwashin 010690 | +15.4% | 13,570 | |
Korea Fuel-tech 123410 | +12.0% | 3,675 | |
Seoyon E-hwa 200880 | +9.3% | 17,120 | |
Korea Movenex 010100 | +8.0% | 9,000 | |
A-jin Industry 013310 | +7.4% | 4,115 | |
Formetal 119500 | +7.0% | 3,895 |
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2. EV (recurred after 5 days)
- Episode: started 2023-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Neooto 212560 | +30.0% | 7,808 | ★ |
Hwashin 010690 | +15.4% | 13,570 | |
Samwha Electronics 011230 | +8.4% | 3,740 | |
Samwha Electric 009470 | +7.8% | 16,590 | |
A-jin Industry 013310 | +7.4% | 4,115 | |
Kia 000270 | +6.4% | 95,000 | |
KyungchangIndustrial 024910 | +6.3% | 2,440 | |
Kostecsys 355150 | +6.1% | 11,725 |
Related news
- [장중수급포착] 네오오토, 외국인 48,510주 대량 순매수… 주가 +17.78% — 뉴스핌 (Korean)
3. Toss (new)
- Episode: started 2023-12-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
E-world 084680 | +30.0% | 1,695 | ★ |
Korea Electronic Certification Authority 041460 | +21.3% | 4,920 | |
Hanwha Investment&securities 003530 | +6.5% | 3,280 | |
Daol Investment & Securities 030210 | +2.7% | 4,155 | |
NBT 236810 | +2.6% | 7,900 | |
DaishinInformation 020180 | +2.0% | 1,280 | |
Hana Financial Group 086790 | +1.9% | 43,000 |
Related news
- [특징주] 이월드, 토스 상장 임박 소식에 강세 — 이투데이 (Korean)
- 토스, 상장 절차 착수…관련주 급등 — 머니투데이 (Korean)
- [ET라씨로]이월드, 토스 상장 추진 소식에 상승세 — 전자신문 (Korean)
4. Political Ties (Han Dong-hoon) (recurred after 2 days)
- Episode: started 2023-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Han Express 014130 | +25.3% | 8,510 | ★ |
Daesang Holdings 084690 | +6.6% | 14,920 | |
KleanNara 004540 | +4.1% | 2,775 | |
UNID btplus 446070 | +2.3% | 8,030 | |
Finger 163730 | +2.0% | 12,770 |
5. Drones (recurred after 26 days)
- Episode: started 2023-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Smart Radar System 424960 | +20.5% | 19,270 | |
Vessel 177350 | +19.5% | 9,755 | ★ |
Hanbit Soft 047080 | +12.8% | 2,990 | |
PC Direct 051380 | +10.6% | 4,435 | |
Makus 093520 | +6.6% | 12,840 | |
Hanwha Systems 272210 | +2.9% | 16,590 | |
Korea Aerospace Industries 047810 | +2.4% | 49,250 | |
Hancom WITH 054920 | +1.8% | 3,095 | |
S Connect 096630 | +1.6% | 9,445 | |
JCH Systems 033320 | +1.4% | 4,840 |
6. Battery (recurred after 2 days)
- Episode: started 2023-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Xavis 254120 | +13.3% | 2,465 | ★ |
Aekyung Chemical 161000 | +12.1% | 15,860 | |
KNS 432470 | +9.3% | 39,300 | |
Sebang Global Battery 004490 | +6.9% | 61,700 | |
Sungwoo Hitech 015750 | +6.8% | 9,690 | |
Hannong Chemicals 011500 | +6.5% | 17,600 | |
Wooshin Systems 017370 | +5.7% | 9,090 | |
Solus Advanced Materials 336370 | +4.0% | 11,725 | |
Cosmochemical 005420 | +3.5% | 39,650 | |
KG Chemical 001390 | +3.4% | 7,060 |
Related news
- 2차전지 모듈사업 기대에…세방전지 ‘강세’ — 대한경제 (Korean)
- “세방전지, 2차전지 모듈 성장성 주목…주가 저평가” — 한국경제 (Korean)
7. Shipping (recurred after 2 days)
- Episode: started 2023-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HMM 011200 | +19.9% | 22,100 | ★ |
Heung-a Shipping 003280 | +8.0% | 2,575 | |
KSS Line 044450 | +6.2% | 9,450 | |
Korea Line 005880 | +0.7% | 2,170 | |
STX Green Logis 465770 | +0.6% | 13,610 |
Related news
- ‘홍해 마비’에 해운주 반등…HMM 20% 치솟아 — 서울경제 (Korean)
- [특징주] 홍해 물류 마비 위기에 해운주 급등…HMM 22%↑ — 서울경제 (Korean)
- [장중수급포착] KSS해운, 외국인 23,609주 대량 순매수… 주가 +2.81% — 뉴스핌 (Korean)
8. Integrated Logistics (recurred after 2 days)
- Episode: started 2023-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Han Express 014130 | +25.3% | 8,510 | ★ |
CJ Logistics 000120 | +7.1% | 125,300 | |
HANJIN Logistics 002320 | +5.6% | 24,500 | |
Taewoong Logistics 124560 | +5.2% | 3,710 | |
Hansol Logistics 009180 | +4.2% | 2,630 | |
Sebang 004360 | +3.6% | 12,640 | |
Sun Kwang 003100 | +3.5% | 18,790 | |
Hyundai Glovis 086280 | +2.6% | 92,236 | |
KCTC 009070 | +2.3% | 4,190 | |
Dongbang Transport & Logistics 004140 | +1.9% | 2,115 |
Closing Thoughts
Toss is the only theme with an episode spanning two days, running to 2023-12-21. Every other theme shows a one-day episode.
Han Express led both Political Ties (Han Dong-hoon) and Integrated Logistics with a 25.33% gain. Whether these overlapping moves continue is a point to track.