Jan 26: 8 Strong Themes — Battery, Virtual Reality (VR)

January 26, 2024 · #Battery #Virtual Reality (VR) #Metaverse & VR #Camera Modules & Parts #Augmented Reality (AR) #ChatGPT & AI Chatbots #EV #AI & Robotics

8 strong themes — 8 recurred. Top: Battery +12.0%.

Strong themes8 Top change+12.0% LeaderShinsung Delta Tech

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+12.0%
Virtual Reality (VR)
+11.4%
Metaverse & VR
+11.1%
Camera Modules & Parts
+10.2%
Augmented Reality (AR)
+8.8%
ChatGPT & AI Chatbots
+8.1%
EV
+7.1%
AI & Robotics
+6.4%

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
BatteryShinsung Delta Tech+22.10%
Virtual Reality (VR)Namuga+27.21%
Metaverse & VRNEWFLEXTECHNOLGYCo+29.95%
Camera Modules & PartsNamuga+27.21%
Augmented Reality (AR)SNUPrecision+21.49%-
ChatGPT & AI ChatbotsVAIV company+8.29%
EVPower Logics+22.05%
AI & RoboticsKAON Group+10.23%

On Jan 26, eight themes closed with every member stock higher. Battery led with an average change of 11.99%, returning after a 37-day gap.

Shinsung Delta Tech led the battery group at 22.1%, with Power Logics at 22.05% and Enchem at 19.28%. All 9 stocks in the theme finished up.

Immersive-tech names moved alongside. Virtual Reality (VR) averaged 11.39% as Namuga jumped 27.21%. NEWFLEXTECHNOLGYCo lifted Metaverse & VR with a 29.95% gain.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 37 days+12.0%9/9Shinsung Delta Tech
2Virtual Reality (VR)recurred after 15 days+11.4%10/10Namuga
3Metaverse & VRrecurred after 7 days+11.1%9/9NEWFLEXTECHNOLGYCo
4Camera Modules & Partsrecurred after 3 days+10.2%10/10Namuga
5Augmented Reality (AR)recurred after 15 days+8.8%8/8SNUPrecision
6ChatGPT & AI Chatbotsrecurred after 7 days+8.1%8/8VAIV company
7EVrecurred after 37 days+7.1%10/10Power Logics
8AI & Roboticsrecurred after 7 days+6.4%10/10KAON Group

Theme by Theme

1. Battery (recurred after 37 days)

StockChangeCloseLeader
Shinsung Delta Tech 065350+22.1%89,500★
Power Logics 047310+22.1%12,730
Enchem 348370+19.3%135,500
Ecopro 086520+9.3%536,000
Top Engineering 065130+7.7%6,410
Ecopro BM 247540+7.5%244,000
Onejoon 382840+7.1%17,700
Kumyang 001570+6.5%80,000
Posco Future M 003670+6.4%267,000

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2. Virtual Reality (VR) (recurred after 15 days)

StockChangeCloseLeader
Namuga 190510+27.2%20,850★
SNUPrecision 080000+21.5%3,590
Dongwoon Anatech 094170+11.9%25,000
Innosimulation 274400+10.8%15,180
HyVISION SYSTEM 126700+9.4%20,400
Skonec Entertainment 276040+8.1%12,640
Sekonix 053450+6.9%8,100
Hanbit Soft 047080+6.8%3,125
Raontech 418420+6.8%9,370
Shindo Eng. Lab 290520+4.5%4,155

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3. Metaverse & VR (recurred after 7 days)

StockChangeCloseLeader
NEWFLEXTECHNOLGYCo 085670+29.9%10,760★
Com2uS N 291230+16.1%4,520
Sunic System 171090+10.6%29,300
VAIV company 301300+8.3%8,880
Giantstep 289220+8.2%16,080
Skonec Entertainment 276040+8.1%12,640
Hanbit Soft 047080+6.8%3,125
Virnect 438700+6.1%9,050
Alchera 347860+5.8%8,970

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4. Camera Modules & Parts (recurred after 3 days)

StockChangeCloseLeader
Namuga 190510+27.2%20,850★
Power Logics 047310+22.1%12,730
Dongwoon Anatech 094170+11.9%25,000
HyVISION SYSTEM 126700+9.4%20,400
Top Engineering 065130+7.7%6,410
Sekonix 053450+6.9%8,100
Derkwoo Electronics 263600+4.8%9,750
Mcnex 097520+4.7%26,900
Actro 290740+4.1%8,070
Pamtek 271830+3.7%3,900

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5. Augmented Reality (AR) (recurred after 15 days)

StockChangeCloseLeader
SNUPrecision 080000+21.5%3,590★
Innosimulation 274400+10.8%15,180
KAON Group 078890+10.2%6,250
Sekonix 053450+6.9%8,100
Raontech 418420+6.8%9,370
Virnect 438700+6.1%9,050
Shindo Eng. Lab 290520+4.5%4,155
Dexter studios 206560+3.3%9,400

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6. ChatGPT & AI Chatbots (recurred after 7 days)

StockChangeCloseLeader
ESTsoft 047560+15.5%47,200
Model Solution 417970+12.9%19,900
Flitto 300080+9.6%54,600
VAIV company 301300+8.3%8,880★
Uangel 072130+6.9%4,315
Hancom 030520+5.3%31,000
InfoBank 039290+4.3%12,050
YoungLimWon SoftLab 060850+1.9%9,390

7. EV (recurred after 37 days)

StockChangeCloseLeader
Power Logics 047310+22.1%12,730★
Enchem 348370+19.3%135,500
Samyoung 003720+4.2%4,170
Cosmo Advanced Materials & Technology 005070+3.9%135,000
Inzi Controls 023800+3.8%7,610
Samsung SDI 006400+3.7%360,500
Sungho Electronics 043260+3.6%1,579
CammSys 050110+3.6%1,587
LG Energy Solution 373220+3.5%381,000
Woory Industrial 215360+3.4%12,860

8. AI & Robotics (recurred after 7 days)

StockChangeCloseLeader
KAON Group 078890+10.2%6,250★
Everybot 270660+10.2%23,800
VAIV company 301300+8.3%8,880
CrowdWorks 355390+7.7%43,150
Alchera 347860+5.8%8,970
WISE iTech 065370+5.6%9,360
Moadata 288980+4.6%2,490
Obzen 417860+4.0%24,450
Linkgenesis 219420+4.0%7,060
Pintel 291810+3.8%4,200

Closing Thoughts

Every theme has a streak of 1, so for now Jan 26 is a single-day episode. Camera Modules & Parts returned after just 3 days, the shortest gap of the eight.

The themes overlap: Namuga led both VR and Camera Modules & Parts. EV averaged 7.12%, while LG Energy Solution rose a smaller 3.53%.