Jan 2: 8 Strong Themes — Robotics (Industrial & Collaborative), Political Ties (Lee Jae-myung)

January 2, 2025 · #Robotics (Industrial & Collaborative) #Political Ties (Lee Jae-myung) #AI & Robotics #Auto Parts #EV #Defense & War #Beauty & Cosmetics #Employment & Recruiting

8 strong themes — 4 running · 4 recurred. Top: Robotics (Industrial & Collaborative) +26.9%.

Strong themes8 Top change+26.9% LeaderHigen RNM

Average change by strong theme

Average change of member stocks, by theme · descending
Robotics (Industrial & Collaborative)
+26.9%
Political Ties (Lee Jae-myung)
+20.8%
AI & Robotics
+18.5%
Auto Parts
+11.8%
EV
+9.1%
Defense & War
+8.9%
Beauty & Cosmetics
+8.2%
Employment & Recruiting
+7.9%

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
Robotics (Industrial & Collaborative)Higen RNM+30.00%
Political Ties (Lee Jae-myung)DongshinEngineering&Construction+29.99%
AI & RoboticsClobot+25.59%
Auto PartsIntops+15.87%
EVHigen RNM+30.00%
Defense & WarSamhyun+11.82%
Beauty & CosmeticsBeautyskin+10.56%
Employment & RecruitingThe Willbes &+13.14%

Robotics stocks dominated the Jan 2 session. Robotics (Industrial & Collaborative) posted an average change of 26.94%, with all 10 of its stocks closing higher.

Political Ties (Lee Jae-myung) followed with an average change of 20.81%, led by DongshinEngineering&Construction at 29.99%. AI & Robotics added 18.53%.

Every stock in all eight strong themes finished up on the day. Auto Parts returned after a 15-day gap with an average change of 11.82%, while Defense & War rose 8.86%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Robotics (Industrial & Collaborative)2 days running+26.9%10/10Higen RNM
2Political Ties (Lee Jae-myung)2 days running+20.8%10/10DongshinEngineering&Construction
3AI & Robotics2 days running+18.5%10/10Clobot
4Auto Partsrecurred after 15 days+11.8%9/9Intops
5EV2 days running+9.1%10/10Higen RNM
6Defense & Warrecurred after 17 days+8.9%9/9Samhyun
7Beauty & Cosmeticsrecurred after 9 days+8.2%10/10Beautyskin
8Employment & Recruitingrecurred after 17 days+7.9%8/8The Willbes &

Theme by Theme

1. Robotics (Industrial & Collaborative) (2 days running)

StockChangeCloseLeader
Higen RNM 160190+30.0%17,420★
SP Systems 317830+30.0%5,720
SBB Tech 389500+30.0%23,400
Rainbow Robotics 277810+30.0%211,500
Elensys 264850+29.8%5,790
Doosan Robotics 454910+28.1%67,000
Clobot 466100+25.6%11,190
KNR Systems 199430+25.0%8,500
SPG 058610+21.6%28,450
Ajinextek 059120+19.3%7,850

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2. Political Ties (Lee Jae-myung) (2 days running)

StockChangeCloseLeader
DongshinEngineering&Construction 025950+30.0%58,300★
HYUNGJI Innovation and Creative 011080+30.0%1,019
CS 065770+24.4%2,180
Ilsung Construction 013360+24.0%4,540
Hyungji Elite 093240+21.2%2,490
Koyj 121850+20.4%1,743
Atec 045660+17.4%34,400
Dgenx 113810+17.0%1,860
Orientbio 002630+12.2%1,736
Atec Mobility 224110+11.6%20,550

3. AI & Robotics (2 days running)

StockChangeCloseLeader
Clobot 466100+25.6%11,190★
Yujin Robot 056080+22.1%7,620
T-Robotics 117730+19.3%8,980
Yuilrobotics 388720+18.9%35,000
Curexo 060280+18.6%7,660
Robostar 090360+18.3%25,900
Hyulim ROBOT 090710+17.2%1,746
Everybot 270660+16.4%19,150
Konan Technology Incorporation 402030+15.1%22,400
Robotis 108490+14.0%26,500

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4. Auto Parts (recurred after 15 days)

StockChangeCloseLeader
Dgenx 113810+17.0%1,860
Intops 049070+15.9%19,280★
DaedongGear 008830+14.0%14,990
TPC 130740+12.7%2,175
Formetal 119500+12.7%3,380
Samhyun 437730+11.8%10,310
SNT Dynamics 003570+7.7%20,150
Dae-il 092200+7.5%3,955
KPF 024880+7.2%4,190

5. EV (2 days running)

StockChangeCloseLeader
Higen RNM 160190+30.0%17,420★
iA 038880+12.0%196
LS ELECTRIC 010120+7.8%173,400
Dae-il 092200+7.5%3,955
HanJungNCS 107640+6.5%25,200
Wooshin Systems 017370+6.3%6,060
Keyang Electric Machinery 012200+6.2%1,621
Hyundai Mobis 012330+5.3%249,000
HBL 452190+5.0%3,265
Hanjoo Light Metal 198940+4.5%790

6. Defense & War (recurred after 17 days)

StockChangeCloseLeader
Formetal 119500+12.7%3,380
Samhyun 437730+11.8%10,310★
Hanwha Aerospace 012450+11.3%363,500
MNC Solution 484870+9.7%47,000
SNT Dynamics 003570+7.7%20,150
Kencoa Aerospace 274090+7.4%10,490
SatrecInitiative 099320+6.6%42,700
S Connect 096630+6.6%695
Fiberpro 368770+6.0%5,160

7. Beauty & Cosmetics (recurred after 9 days)

StockChangeCloseLeader
DYD 219550+14.1%550
Beautyskin 406820+10.6%11,620★
Genic 123330+10.0%25,250
Classys 214150+9.8%52,300
iFamilySC 114840+9.2%20,400
Raphas 214260+6.5%15,840
Zero to Seven 159580+5.9%5,750
L&C Bio 290650+5.8%25,500
Sewha P&C 252500+5.3%860
Sunjin Beauty Science 086710+4.4%9,450

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8. Employment & Recruiting (recurred after 17 days)

StockChangeCloseLeader
The Willbes & 008600+13.1%792★
Wanted Lab 376980+11.4%6,270
Openknowl 440320+9.4%6,530
Daesung Private Equity 027830+6.6%1,930
T.S.Investment 246690+6.5%973
Ibkimyoung 339950+6.2%2,145
MegaMD 133750+5.6%2,160
Saramin 143240+4.1%18,180

Closing Thoughts

The robot rally has run since 2024-12-30, a 4-day episode so far. A news report on 2025-01-02 linked the move to Samsung’s robot business push and named Clobot and Robostar.

EV shows an episode running from 2024-12-30 to 2025-01-06, and Beauty & Cosmetics has one ending 2025-01-07. The next data point is whether the robot themes extend their 2-session streak.