Dec 18: 8 Strong Themes — Auto Parts, Autonomous Driving

December 18, 2024 · #Auto Parts #Autonomous Driving #Telecom Equipment #Carbon Credits & CCUS #Battery #Media & Content #Quantum Cryptography #Shipbuilding

8 strong themes — 2 running · 5 recurred · 1 new. Top: Auto Parts +10.2%.

Strong themes8 Top change+10.2% LeaderGH Advanced Materials

Average change by strong theme

Average change of member stocks, by theme · descending
Auto Parts
+10.2%
Autonomous Driving
+9.7%
Telecom Equipment
+8.4%
Carbon Credits & CCUS
+8.1%
Battery
+7.8%
Media & Content
+6.8%
Quantum Cryptography
+6.8%
Shipbuilding
+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
Auto PartsGH Advanced Materials+9.86%
Autonomous DrivingSos Lab+23.23%
Telecom EquipmentKorea Advanced Materials+29.82%
Carbon Credits & CCUSGreen Chemical+16.67%
BatteryChemtros+21.74%
Media & ContentArtist Studio+29.96%
Quantum CryptographyKorea Advanced Materials+29.82%
ShipbuildingHJ Shipbuilding & Construction+28.33%

On Dec 18, eight themes led the session, and every listed stock in each closed higher. Auto Parts topped the board with an average change of 10.17%, with all 9 of its stocks up.

Autonomous Driving came next at 9.73%, with leader Sos Lab up 23.23%. Telecom Equipment averaged 8.37%, and its leader Korea Advanced Materials rose 29.82%.

Carbon Credits & CCUS was the only new theme, with an average change of 8.14%. Its leader Green Chemical rose 16.67%, and news linked the move to Trump and carbon capture.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Auto Partsrecurred after 8 days+10.2%9/9GH Advanced Materials
2Autonomous Drivingrecurred after 2 days+9.7%10/10Sos Lab
3Telecom Equipmentrecurred after 40 days+8.4%9/9Korea Advanced Materials
4Carbon Credits & CCUSnew+8.1%8/8Green Chemical
5Batteryrecurred after 2 days+7.8%10/10Chemtros
6Media & Contentrecurred after 2 days+6.8%10/10Artist Studio
7Quantum Cryptography3 days running+6.8%9/9Korea Advanced Materials
8Shipbuilding2 days running+6.4%5/5HJ Shipbuilding & Construction

Theme by Theme

1. Auto Parts (recurred after 8 days)

StockChangeCloseLeader
Hyulim A-tech 078590+21.2%715
YM 007530+14.1%2,590
Yura Tech 048430+13.6%8,520
GH Advanced Materials 130500+9.9%3,790★
Ewon Comfortech 088290+9.6%1,088
SM Bexel 010580+6.7%1,254
Korea Movenex 010100+6.6%3,245
Hyundai Mobis 012330+5.2%252,000
CTR Mobility 308170+4.7%6,020

2. Autonomous Driving (recurred after 2 days)

StockChangeCloseLeader
Sos Lab 464080+23.2%12,150★
Nextchip 396270+14.6%13,900
Qualitas Semiconductor 432720+10.9%9,630
Finedigital 038950+9.1%3,765
Telechips 054450+8.6%13,800
Pamtek 271830+8.5%1,711
Kia 000270+6.4%101,800
LG Electronics 066570+5.4%91,500
MDS Tech 086960+5.3%1,005
Hyundai Mobis 012330+5.2%252,000

Related news

3. Telecom Equipment (recurred after 40 days)

StockChangeCloseLeader
Korea Advanced Materials 062970+29.8%2,220★
Fino 033790+13.5%6,310
Wavice 289930+7.7%8,410
KMW 032500+5.9%8,480
Zaram Technology 389020+4.5%50,700
LiComm 388790+4.1%3,290
Inno Instrument 215790+3.7%482
RFHIC 218410+3.4%12,830
Sawnics 088280+2.8%2,395

4. Carbon Credits & CCUS (new)

StockChangeCloseLeader
Chemtros 220260+21.7%4,060
Green Chemical 083420+16.7%6,650★
Ecopro HN 383310+12.0%36,800
KC Cottrell 119650+4.6%790
Hansol HomeDeco 025750+3.8%664
Airrane 163280+3.8%15,510
SGC Energy 005090+1.3%26,400
SJG Sejong 033530+1.2%4,130

Related news

5. Battery (recurred after 2 days)

StockChangeCloseLeader
Chemtros 220260+21.7%4,060★
Philoptics 161580+13.8%20,600
SKC 011790+6.2%115,400
DaejooElectronicMaterials 078600+5.8%79,800
Kumyang 001570+5.6%27,150
Top Engineering 065130+5.5%5,070
HYTC 148930+5.3%3,800
S-chem 475660+4.7%6,960
Samsung SDI 006400+4.5%258,000
Chunbo 278280+4.4%40,100

6. Media & Content (recurred after 2 days)

StockChangeCloseLeader
Artist Studio 200350+30.0%24,250★
Aniplus 310200+8.6%2,845
Wysiwyg Studios 299900+5.3%2,175
Astory 241840+5.1%8,470
Showbox 086980+4.1%4,540
Studio Dragon 253450+3.4%47,500
Dexter studios 206560+3.1%10,140
CJ ENM 035760+2.8%61,700
JYP Entertainment 035900+2.8%71,100
Jolse 018700+2.7%1,189

7. Quantum Cryptography (3 days running)

StockChangeCloseLeader
Korea Advanced Materials 062970+29.8%2,220★
Ictk 456010+18.8%8,780
Q.S.ICo 066310+3.3%7,240
RaonSecure 042510+3.0%2,090
Coweaver 056360+2.5%5,070
SK Telecom 017670+1.1%57,600
Wooriro 046970+1.0%1,400
Woori-Net 115440+1.0%7,230
Korea Computer & Systems 115500+0.6%10,950

8. Shipbuilding (2 days running)

StockChangeCloseLeader
HJ Shipbuilding & Construction 097230+28.3%5,390★
Samsung Heavy Industries 010140+2.0%11,290
HD Hyundai Heavy Industries 329180+1.2%242,500
HD Korea Shipbuilding & Offshore Engineering 009540+0.5%209,500
Hanwha Ocean 042660+0.1%32,350

Closing Thoughts

Quantum Cryptography has now risen for 3 days in a row, averaging 6.79%. Shipbuilding is on day 2, and most of its gain came from HJ Shipbuilding & Construction at 28.33%.

Chemtros rose 21.74% and showed up in both Battery and Carbon Credits & CCUS. Most themes today were one-day returns, so the next test is whether they last.