Jan 18: 8 Strong Themes — ChatGPT & AI Chatbots, Remote Work & Smart Work

January 18, 2024 · #ChatGPT & AI Chatbots #Remote Work & Smart Work #Cloud Computing #System Semiconductors #Webtoons #OLED Displays #AI & Robotics #Baby & Birth Rate

8 strong themes — 8 recurred. Top: ChatGPT & AI Chatbots +12.8%.

Strong themes8 Top change+12.8% LeaderFlitto

Average change by strong theme

Average change of member stocks, by theme · descending
ChatGPT & AI Chatbots
+12.8%
Remote Work & Smart Work
+9.8%
Cloud Computing
+9.3%
System Semiconductors
+9.2%
Webtoons
+8.3%
OLED Displays
+8.3%
AI & Robotics
+7.7%
Baby & Birth Rate
+6.0%

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
ChatGPT & AI ChatbotsFlitto+29.94%
Remote Work & Smart WorkRsupport+25.94%
Cloud ComputingForcs+29.83%
System SemiconductorsQuality Reliability Technology+25.76%
WebtoonsD&C Media+16.40%
OLED DisplaysDONGAELTEKCo+24.84%
AI & RoboticsEverybot+6.61%
Baby & Birth RateZero to Seven+10.74%

On Jan 18, tech-linked themes led the session. ChatGPT & AI Chatbots topped the board with an average change of 12.85%, and all 9 of its stocks closed higher.

The theme leaders made the biggest moves. Flitto rose 29.94%, Forcs 29.83% and Rsupport 25.94%. Remote Work & Smart Work returned after a gap of 328 days, with an average change of 9.8%.

News lined up with several moves. OLED Displays leader DONGAELTEKCo climbed 24.84% on a report that it had joined Apple’s OLED Displays supply chain. Zero to Seven gained 10.74% as birth-rate pledges neared.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1ChatGPT & AI Chatbotsrecurred after 10 days+12.8%9/9Flitto
2Remote Work & Smart Workrecurred after 328 days+9.8%9/9Rsupport
3Cloud Computingrecurred after 85 days+9.3%10/10Forcs
4System Semiconductorsrecurred after 3 days+9.2%10/10Quality Reliability Technology
5Webtoonsrecurred after 10 days+8.3%8/8D&C Media
6OLED Displaysrecurred after 9 days+8.3%10/10DONGAELTEKCo
7AI & Roboticsrecurred after 2 days+7.7%8/8Everybot
8Baby & Birth Raterecurred after 10 days+6.0%10/10Zero to Seven

Theme by Theme

1. ChatGPT & AI Chatbots (recurred after 10 days)

StockChangeCloseLeader
Flitto 300080+29.9%42,100★
ESTsoft 047560+17.8%30,100
BRIDGETECCorp 064480+13.4%8,550
Hancom 030520+12.8%28,750
VAIV company 301300+11.0%8,960
Datasolution 263800+9.4%5,690
Uangel 072130+8.7%4,205
Maum.ai 377480+6.6%29,100
Konan Technology Incorporation 402030+6.1%36,700

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2. Remote Work & Smart Work (recurred after 328 days)

StockChangeCloseLeader
Rsupport 131370+25.9%5,170★
Douzone Bizon 012510+13.3%40,800
RingNet 042500+12.6%4,750
ECSTELECOMCo 067010+11.8%3,945
Softcamp 258790+9.3%1,628
YoungLimWon SoftLab 060850+5.2%9,780
Sejong Telecom 036630+4.8%954
JCH Systems 033320+3.4%5,250
Polaris Office 041020+2.0%7,000

3. Cloud Computing (recurred after 85 days)

StockChangeCloseLeader
Forcs 189690+29.8%3,525★
Douzone Bizon 012510+13.3%40,800
Hancom 030520+12.8%28,750
Uangel 072130+8.7%4,205
Saltware 328380+7.3%1,519
YoungLimWon SoftLab 060850+5.2%9,780
Saltlux 304100+4.8%30,350
nTels 069410+4.1%5,380
Openbase 049480+3.5%2,680
Kinx 093320+3.4%110,600

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4. System Semiconductors (recurred after 3 days)

StockChangeCloseLeader
Quality Reliability Technology 405100+25.8%22,650★
Zinitix 303030+10.3%1,594
I&C Technology 052860+10.3%3,265
Qualitas Semiconductor 432720+8.8%40,250
Asicland 445090+8.0%49,150
HANMI Semiconductor 042700+7.2%56,200
HanaMicron 067310+6.5%27,100
Gaonchips 399720+6.1%62,500
Techwing 089030+4.8%12,820
Sigetronics 429270+4.1%11,950

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5. Webtoons (recurred after 10 days)

StockChangeCloseLeader
D&C Media 263720+16.4%35,850★
Finger Story 417180+10.3%3,645
NBT 236810+8.3%9,520
Ylab 432430+8.3%9,400
KidariStudio 020120+7.5%6,320
Mr. Blue 207760+6.2%2,120
JoyCity 067000+5.1%2,880
Daewon Media 048910+4.4%12,940

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6. OLED Displays (recurred after 9 days)

StockChangeCloseLeader
DONGAELTEKCo 088130+24.8%7,640★
Poongwon Precision 371950+23.6%7,690
Jusung Engineering 036930+5.2%31,300
Sunic System 171090+4.8%27,000
Pims 347770+4.6%4,065
Yest 122640+4.2%15,790
HB Solution 297890+4.2%5,950
Dit 110990+4.0%18,950
meerecompanyIncorporated 049950+3.8%30,350
JMT 094970+3.6%4,690

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7. AI & Robotics (recurred after 2 days)

StockChangeCloseLeader
VAIV company 301300+11.0%8,960
Obzen 417860+9.9%24,500
Datasolution 263800+9.4%5,690
Everybot 270660+6.6%19,510★
Maum.ai 377480+6.6%29,100
ESTaid 239340+6.2%3,160
Konan Technology Incorporation 402030+6.1%36,700
Selvas AI 108860+5.6%21,000

8. Baby & Birth Rate (recurred after 10 days)

StockChangeCloseLeader
KleanNara 004540+11.0%2,925
Zero to Seven 159580+10.7%7,320★
Uangel 072130+8.7%4,205
Episode Company 317530+7.5%5,220
Agabang&company 013990+4.6%6,140
Woongjin Thinkbig 095720+4.5%2,530
Heng Sheng Holding Group 900270+3.5%210
Ggumbi 407400+3.4%11,350
Samsung Publishing 068290+3.1%21,650
Daekyo 019680+3.1%2,675

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Closing Thoughts

The episodes for ChatGPT & AI Chatbots, System Semiconductors and AI & Robotics run to 2024-01-19. The next session will show whether these moves carry over.

Several names appear in more than one theme, including Douzone Bizon, Hancom and Uangel. News for Webtoons reported record annual webtoon industry sales, which forms the backdrop for the group.