Jan 15: 8 Strong Themes — Quantum Cryptography, Shipbuilding Equipment
8 strong themes — 3 running · 5 recurred. Top: Quantum Cryptography +10.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Quantum Cryptography | Korea Advanced Materials | +29.82% | |
| Shipbuilding Equipment | Cape Industries | +16.48% | |
| Shipbuilding | Samsung Heavy Industries | +9.70% | |
| Power Equipment | Sanil Electric | +16.57% | |
| LNG (Liquefied Natural Gas) | Caelum | +5.73% | |
| Autonomous Driving | Chips&Media | +15.05% | |
| Shipping | Heung-a Shipping | +5.34% | |
| Smart Cars | iA | +5.13% |
On 2025-01-15, Quantum Cryptography led the strong themes with an average change of 10.77%. All 7 of its stocks rose, headed by Korea Advanced Materials at 29.82%.
Shipbuilding names extended their run for a second day. Shipbuilding Equipment averaged 7.17% with all 10 stocks up, while Shipbuilding averaged 5.04%, led by Samsung Heavy Industries.
Power Equipment averaged 5.03%, led by Sanil Electric at 16.57%. Chips&Media led Autonomous Driving with a 15.05% jump.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Quantum Cryptography | recurred after 9 days | +10.8% | 7/7 | Korea Advanced Materials |
| 2 | Shipbuilding Equipment | 2 days running | +7.2% | 10/10 | Cape Industries |
| 3 | Shipbuilding | 2 days running | +5.0% | 5/5 | Samsung Heavy Industries |
| 4 | Power Equipment | recurred after 2 days | +5.0% | 10/10 | Sanil Electric |
| 5 | LNG (Liquefied Natural Gas) | recurred after 26 days | +4.5% | 10/10 | Caelum |
| 6 | Autonomous Driving | recurred after 5 days | +4.4% | 10/10 | Chips&Media |
| 7 | Shipping | 2 days running | +3.4% | 6/6 | Heung-a Shipping |
| 8 | Smart Cars | recurred after 337 days | +3.2% | 5/5 | iA |
Theme by Theme
1. Quantum Cryptography (recurred after 9 days)
- Episode: started 2025-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Advanced Materials 062970 | +29.8% | 5,790 | ★ |
Coweaver 056360 | +14.7% | 6,650 | |
Axgate 356680 | +8.4% | 8,100 | |
Dream Security 203650 | +7.7% | 3,555 | |
Korea Computer & Systems 115500 | +5.7% | 10,900 | |
Ictk 456010 | +4.7% | 8,730 | |
Wooriro 046970 | +4.3% | 1,278 |
2. Shipbuilding Equipment (2 days running)
- Episode: started 2025-01-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Cape Industries 064820 | +16.5% | 7,420 | ★ |
Inhwa Precision 101930 | +10.0% | 33,650 | |
Hanwha Engine 082740 | +9.8% | 26,250 | |
Sung Kwang Bend 014620 | +8.6% | 29,150 | |
Taewoong 044490 | +7.3% | 12,700 | |
S&W 103230 | +4.4% | 3,470 | |
KSP 073010 | +4.3% | 4,760 | |
Samyoung M-tek C0 054540 | +3.7% | 5,000 | |
HD-Hyundai Marine Engine 071970 | +3.7% | 27,850 | |
T. K 023160 | +3.4% | 21,100 |
3. Shipbuilding (2 days running)
- Episode: started 2025-01-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Heavy Industries 010140 | +9.7% | 13,000 | ★ |
Hanwha Ocean 042660 | +6.4% | 51,000 | |
HD Hyundai Mipo 010620 | +4.2% | 137,000 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +3.2% | 243,500 | |
HD Hyundai Heavy Industries 329180 | +1.8% | 314,000 |
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- 트럼프 호재에 400% 폭등… K조선·방산주 ‘상투 주의보’ — 아시아투데이 (Korean)
4. Power Equipment (recurred after 2 days)
- Episode: started 2025-01-15, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Sanil Electric 062040 | +16.6% | 81,600 | ★ |
Iljin Electric 103590 | +6.6% | 30,000 | |
Hyosung Heavy Industries 298040 | +6.4% | 450,000 | |
Cheil Electric 199820 | +4.5% | 12,920 | |
Taihan Cable & Solution 001440 | +4.0% | 13,350 | |
Gaon Cable 000500 | +3.6% | 65,400 | |
Cheryong Electric 033100 | +3.6% | 51,900 | |
Dawon Cable 006340 | +2.8% | 4,000 | |
Korea Electric Power 015760 | +1.2% | 20,400 | |
Aroot 096690 | +1.0% | 1,598 |
Related news
5. LNG (Liquefied Natural Gas) (recurred after 26 days)
- Episode: started 2025-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Engine 082740 | +9.8% | 26,250 | |
Samsung Heavy Industries 010140 | +9.7% | 13,000 | |
Caelum 258610 | +5.7% | 1,310 | ★ |
HD Hyundai Mipo 010620 | +4.2% | 137,000 | |
Pan Ocean 028670 | +3.8% | 3,525 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +3.2% | 243,500 | |
Il Seung 333430 | +2.6% | 5,100 | |
Hankuk Carbon 017960 | +2.3% | 12,700 | |
Daechang Solution 096350 | +1.9% | 319 | |
Korea Line 005880 | +1.8% | 1,788 |
Related news
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- 일승, 트럼프2기 美LNG산업 수출 두배 1800조 경기 부양 효과 기대↑ [특징주] — 파이낸셜뉴스 (Korean)
- [수익 내비게이터] 미 LNG 수출 프로젝트 따른 선박 수요 증가 ‘일승’ — 머니투데이 (Korean)
6. Autonomous Driving (recurred after 5 days)
- Episode: started 2025-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chips&Media 094360 | +15.1% | 18,580 | ★ |
MDS Tech 086960 | +6.6% | 1,430 | |
iA 038880 | +5.1% | 246 | |
Pamtek 271830 | +3.7% | 1,747 | |
Ranix 317120 | +3.4% | 3,455 | |
Telechips 054450 | +3.0% | 16,050 | |
NAVER 035420 | +2.2% | 206,500 | |
Dhautoware 025440 | +1.8% | 863 | |
CHEMTRONICSCo 089010 | +1.7% | 18,050 | |
SK hynix 000660 | +1.6% | 198,200 |
Related news
- 칩스앤미디어, 삼성전자·구글·퀄컴과 협력 소식에 20% ‘강세’ [특징주] — 파이낸셜뉴스 (Korean)
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7. Shipping (2 days running)
- Episode: started 2025-01-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HMM 011200 | +6.4% | 19,800 | |
Heung-a Shipping 003280 | +5.3% | 1,893 | ★ |
Pan Ocean 028670 | +3.8% | 3,525 | |
STX Green Logis 465770 | +2.1% | 9,410 | |
Korea Line 005880 | +1.8% | 1,788 | |
KSS Line 044450 | +1.2% | 8,520 |
8. Smart Cars (recurred after 337 days)
- Episode: started 2025-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MDS Tech 086960 | +6.6% | 1,430 | |
iA 038880 | +5.1% | 246 | ★ |
DB HiTek 000990 | +2.3% | 33,750 | |
InfoBank 039290 | +1.2% | 7,710 | |
UbiVelox 089850 | +0.8% | 6,580 |
Closing Thoughts
LNG (Liquefied Natural Gas) returned after a gap of 26 days, with an average change of 4.51%. Whether it and Quantum Cryptography last beyond this single session is the open question.
Shipbuilding, Shipbuilding Equipment and Shipping now share a streak of 2 days. Smart Cars resurfaced after 337 days away. The next session will show which runs persist.