Jan 17: 8 Strong Themes — Power Equipment, Nuclear

January 17, 2025 · #Power Equipment #Nuclear #Electric Cables #Semiconductor Equipment #Glass Substrates #HBM (High Bandwidth Memory) #Telecom Equipment #Semiconductor Materials & Components

8 strong themes — 4 running · 4 recurred. Top: Power Equipment +10.9%.

Strong themes8 Top change+10.9% LeaderSeojeon Electric Machinery

Average change by strong theme

Average change of member stocks, by theme · descending
Power Equipment
+10.9%
Nuclear
+9.9%
Electric Cables
+9.2%
Semiconductor Equipment
+9.2%
Glass Substrates
+9.0%
HBM (High Bandwidth Memory)
+7.3%
Telecom Equipment
+6.3%
Semiconductor Materials & Components
+6.0%

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
Power EquipmentSeojeon Electric Machinery+13.15%
NuclearSeojeon Electric Machinery+13.15%
Electric CablesLS Eco Energy+29.92%
Semiconductor EquipmentC&G Hi Tech+17.00%
Glass SubstratesC&G Hi Tech+17.00%
HBM (High Bandwidth Memory)Imt+15.56%
Telecom EquipmentSolid+14.52%
Semiconductor Materials & ComponentsRam Technology+3.97%

Jan 17 belonged to power-related stocks. Power Equipment led with an average change of 10.88%, and all 10 of its stocks rose as the theme’s streak reached 3 days.

LS Eco Energy posted the day’s top gain at 29.92%. Nuclear followed at 9.92% and Electric Cables at 9.18%, back after gaps of 4 and 2 days.

Chip names also ran. Semiconductor Equipment averaged 9.15%, led by C&G Hi Tech at 17.0%. Glass Substrates and HBM (High Bandwidth Memory) added 9.01% and 7.29%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Power Equipment3 days running+10.9%10/10Seojeon Electric Machinery
2Nuclearrecurred after 4 days+9.9%10/10Seojeon Electric Machinery
3Electric Cablesrecurred after 2 days+9.2%6/6LS Eco Energy
4Semiconductor Equipment2 days running+9.2%10/10C&G Hi Tech
5Glass Substratesrecurred after 3 days+9.0%10/10C&G Hi Tech
6HBM (High Bandwidth Memory)2 days running+7.3%10/10Imt
7Telecom Equipmentrecurred after 22 days+6.3%9/9Solid
8Semiconductor Materials & Components2 days running+6.0%10/10Ram Technology

Theme by Theme

1. Power Equipment (3 days running)

StockChangeCloseLeader
LS Eco Energy 229640+29.9%50,800
Korea Electronic Power Industrial Development 130660+16.4%11,830
LS ELECTRIC 010120+15.1%222,500
Seojeon Electric Machinery 189860+13.2%5,120★
LS Marine Solution 060370+7.8%18,220
G2Power 388050+6.7%8,250
LS 006260+5.3%117,000
SuNAM 294630+5.3%3,680
Doosan Enerbility 034020+4.6%21,750
Iljin Electric 103590+4.5%31,350

Related news

2. Nuclear (recurred after 4 days)

StockChangeCloseLeader
Korea Electronic Power Industrial Development 130660+16.4%11,830
LS ELECTRIC 010120+15.1%222,500
Hanshin Machinery 011700+14.7%3,475
Seojeon Electric Machinery 189860+13.2%5,120★
Aprogen 007460+8.7%810
G2Power 388050+6.7%8,250
Enertork 019990+6.6%5,810
Woojin 105840+6.4%7,450
WOOJIN Ntec 457550+5.9%21,550
Soosan Industries 126720+5.5%21,100

3. Electric Cables (recurred after 2 days)

StockChangeCloseLeader
LS Eco Energy 229640+29.9%50,800★
LS Marine Solution 060370+7.8%18,220
KBI Metal 024840+6.0%2,400
LS 006260+5.3%117,000
Iljin Electric 103590+4.5%31,350
Gaon Cable 000500+1.6%65,500

Related news

4. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
C&G Hi Tech 264660+17.0%11,770★
Imt 451220+15.6%12,400
HPSP 403870+10.8%31,850
PSK Holdings 031980+8.7%53,800
Systems Technology 039440+8.5%21,800
UniTest 086390+6.6%14,540
Pro2000 321260+6.2%2,400
Tes 095610+6.2%18,410
LEENO Industrial 058470+6.0%209,000
Techwing 089030+6.0%48,250

5. Glass Substrates (recurred after 3 days)

StockChangeCloseLeader
C&G Hi Tech 264660+17.0%11,770★
Philoptics 161580+16.7%31,050
Ycchem 112290+11.9%21,500
SKC 011790+9.4%174,500
FNS Tech 083500+8.2%10,230
HB Technology 078150+6.8%2,595
meerecompanyIncorporated 049950+5.4%22,550
CHEMTRONICSCo 089010+5.1%18,960
JNTC 204270+5.0%22,100
GigaVis 420770+4.6%33,100

6. HBM (High Bandwidth Memory) (2 days running)

StockChangeCloseLeader
Imt 451220+15.6%12,400★
Ycchem 112290+11.9%21,500
PSK Holdings 031980+8.7%53,800
Systems Technology 039440+8.5%21,800
Techwing 089030+6.0%48,250
HANMI Semiconductor 042700+5.6%112,500
Auros Technology 322310+5.2%22,050
Di 003160+4.7%18,300
Kctech 281820+3.5%34,200
Genesem 217190+3.2%7,810

7. Telecom Equipment (recurred after 22 days)

StockChangeCloseLeader
RN2 Technologies 148250+15.3%4,475
Solid 050890+14.5%7,100★
LS Marine Solution 060370+7.8%18,220
Sawnics 088280+5.7%3,040
RF Materials 327260+3.3%5,670
RFHIC 218410+3.0%14,230
KMW 032500+2.6%8,650
DASAN Networks 039560+2.4%3,795
Frtek 073540+2.3%1,489

8. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
Ycchem 112290+11.9%21,500
BCnC 146320+11.0%9,890
FNS Tech 083500+8.2%10,230
KnJ 272110+6.4%14,560
Temc 425040+6.2%8,880
Ram Technology 171010+4.0%4,320★
Kctech 281820+3.5%34,200
GO Element 311320+3.4%7,550
ENF Technology 102710+3.0%20,700
Hansol IONES 114810+2.9%6,680

Closing Thoughts

The next test is whether Power Equipment extends its 3-day streak. Another question is whether Nuclear and Electric Cables can turn one-day returns into longer runs.

Telecom Equipment came back after a 22-day gap, with Solid trading 23230433 shares. The next sessions will show whether that activity continues.