Jan 23: 8 Strong Themes — Political Ties (Han Dong-hoon), Cybersecurity

January 23, 2024 · #Political Ties (Han Dong-hoon) #Cybersecurity #Medical Devices #Camera Modules & Parts #Medical AI #Ferrite #Mobile Games #Beauty & Cosmetics

8 strong themes — 8 recurred. Top: Political Ties (Han Dong-hoon) +10.3%.

Strong themes8 Top change+10.3% LeaderArtist Company

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Han Dong-hoon)
+10.3%
Cybersecurity
+8.6%
Medical Devices
+5.8%
Camera Modules & Parts
+5.5%
Medical AI
+5.4%
Ferrite
+5.0%
Mobile Games
+4.9%
Beauty & Cosmetics
+4.8%

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
Political Ties (Han Dong-hoon)Artist Company+19.73%
CybersecuritySands Lab+29.95%
Medical DevicesBNC Korea+9.21%
Camera Modules & PartsLaonPeople+9.14%
Medical AINoul+9.08%
FerriteSamwha Electronics+11.41%
Mobile GamesMr. Blue+4.50%
Beauty & CosmeticsHLB Global+4.02%

Eight themes closed higher on 2024-01-23, and every stock in each one finished up. Political Ties (Han Dong-hoon) led with an average change of 10.32%, and all 10 of its names rose.

Cybersecurity came next with an average change of 8.63%. Its leader Sands Lab jumped 29.95%, the largest single move in the data.

Health care showed up twice. Medical Devices averaged 5.79% and Medical AI 5.39%, with Lunit and Coreline Soft in both themes.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Han Dong-hoon)recurred after 21 days+10.3%10/10Artist Company
2Cybersecurityrecurred after 48 days+8.6%8/8Sands Lab
3Medical Devicesrecurred after 46 days+5.8%10/10BNC Korea
4Camera Modules & Partsrecurred after 56 days+5.5%9/9LaonPeople
5Medical AIrecurred after 40 days+5.4%8/8Noul
6Ferriterecurred after 32 days+5.0%10/10Samwha Electronics
7Mobile Gamesrecurred after 20 days+4.9%9/9Mr. Blue
8Beauty & Cosmeticsrecurred after 7 days+4.8%8/8HLB Global

Theme by Theme

1. Political Ties (Han Dong-hoon) (recurred after 21 days)

StockChangeCloseLeader
Artist Company 321820+19.7%17,600★
Daesang Holdings 084690+13.5%10,830
Xperix 317770+11.7%5,570
KleanNara 004540+11.3%3,545
Chasys 033250+10.1%1,635
Noul 376930+9.1%3,425
Opasnet 173130+8.9%10,060
Dt&cro 383930+7.0%12,450
Wonik Cube 014190+6.9%2,310
Taeyang Metal Industrial 004100+5.0%2,755

2. Cybersecurity (recurred after 48 days)

StockChangeCloseLeader
Sands Lab 411080+29.9%11,410★
Igloo 067920+7.3%7,930
PLANTYNETCo 075130+6.9%2,560
SecuLetter 418250+6.3%12,150
Aton 158430+5.5%4,510
Monitorapp 434480+5.1%7,020
Ksign 192250+4.1%1,355
DigiCAP 197140+3.9%4,480

Related news

3. Medical Devices (recurred after 46 days)

StockChangeCloseLeader
Drtech 214680+10.4%4,470
BNC Korea 256840+9.2%3,735★
Lunit 328130+8.2%75,100
Coreline Soft 384470+8.0%23,550
Mekics 058110+5.3%3,300
Wsi 299170+4.6%2,155
Protia 303360+4.0%3,100
Vuno 338220+3.2%34,150
LabGenomics 084650+2.5%3,620
Hironic 149980+2.5%10,200

Related news

4. Camera Modules & Parts (recurred after 56 days)

StockChangeCloseLeader
IMCo 101390+11.1%6,000
LaonPeople 300120+9.1%8,000★
Pixelplus 087600+8.6%12,700
Pamtek 271830+5.2%3,880
Power Logics 047310+4.7%11,230
CoAsia CM 196450+4.5%1,489
Sekonix 053450+4.0%8,000
Optrontec 082210+2.0%4,640
HyVISION SYSTEM 126700+0.8%19,160

Related news

5. Medical AI (recurred after 40 days)

StockChangeCloseLeader
Noul 376930+9.1%3,425★
Lunit 328130+8.2%75,100
Coreline Soft 384470+8.0%23,550
SyntekaBio 226330+7.4%13,570
Vuno 338220+3.2%34,150
Cellumed 049180+2.6%2,195
LabGenomics 084650+2.5%3,620
JLK 322510+2.2%19,620

Related news

6. Ferrite (recurred after 32 days)

StockChangeCloseLeader
Sangshin Electronics 263810+15.4%4,870
Samwha Electronics 011230+11.4%4,200★
Samwha Electric 009470+6.1%17,760
CQV 101240+5.4%5,170
RN2 Technologies 148250+3.7%5,180
Kespion 079190+2.3%890
Union Materials 047400+1.9%3,305
Hansol Technics 004710+1.6%7,130
Taekyung Industrial 015890+1.5%6,110
Hanil Chemical Ind 007770+1.1%15,920

Related news

7. Mobile Games (recurred after 20 days)

StockChangeCloseLeader
Devsisters 194480+8.7%40,200
Actoz Soft 052790+7.2%9,850
Wemade Max 101730+4.6%12,400
Mr. Blue 207760+4.5%2,205★
Krafton 259960+4.1%204,000
Wemade 112040+4.1%53,800
Dragonfly GF 030350+3.8%632
PearlAbyss 263750+3.6%32,850
NEXON Games 225570+3.4%15,380

Related news

8. Beauty & Cosmetics (recurred after 7 days)

StockChangeCloseLeader
VT 018290+6.8%16,540
Kodi 080530+5.9%3,040
CQV 101240+5.4%5,170
Amorepacific 090430+5.2%138,900
HLB Global 003580+4.0%4,655★
Hankook Cosmetics Manufacturing 003350+3.7%24,050
Tonymoly 214420+3.7%6,790
Kukje Pharma 002720+3.5%5,080

Related news

Closing Thoughts

All eight themes came back after gaps of 7 to 56 days. Only Mobile Games has an episode that runs to 2024-01-24, so it’s still unclear whether the other themes will carry on.

News linked the Ferrite move to Chinese rare-earth controls, and Sangshin Electronics rose 15.4%. The next thing to watch is whether that story holds up in later sessions.