Jan 7: 5 Strong Themes — Autonomous Driving, Rare Earths & Rare Metals
5 strong themes — 3 running · 2 recurred. Top: Autonomous Driving +14.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Autonomous Driving | Dhautoware | +29.92% | |
| Rare Earths & Rare Metals | Union | +19.95% | |
| Ferrite | Union Materials | +29.99% | |
| Shipbuilding | Dongil Steelux | +0.92% | |
| Semiconductor Majors (Fabrication) | SK hynix | +2.20% |
On Jan 7, Autonomous Driving led the board with an average change of 14.22%, and all 10 of its stocks rose. Theme leader Dhautoware gained 29.92% and Hyundai Autoever rose 26.44%.
Rare Earths & Rare Metals returned after a 49-day gap with an average change of 11.23%. Union Materials rose 29.99%, and Union, the theme leader, gained 19.95%.
Ferrite also returned, after an 86-day gap, with an average change of 8.42% and all 8 stocks higher. Union Materials led this theme too, which ties it to the rare earths move.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Autonomous Driving | 2 days running | +14.2% | 10/10 | Dhautoware |
| 2 | Rare Earths & Rare Metals | recurred after 49 days | +11.2% | 10/10 | Union |
| 3 | Ferrite | recurred after 86 days | +8.4% | 8/8 | Union Materials |
| 4 | Shipbuilding | 3 days running | +2.8% | 6/6 | Dongil Steelux |
| 5 | Semiconductor Majors (Fabrication) | 7 days running | +1.9% | 2/2 | SK hynix |
Theme by Theme
1. Autonomous Driving (2 days running)
- Episode: started 2026-01-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dhautoware 025440 | +29.9% | 990 | ★ |
Hyundai Autoever 307950 | +26.4% | 394,500 | |
Suresofttech 298830 | +16.0% | 9,300 | |
Autocrypt 331740 | +14.8% | 18,890 | |
Hyundai Motor 005380 | +13.8% | 350,500 | |
Samhyun 437730 | +10.1% | 61,100 | |
Mobile Appliance 087260 | +9.6% | 2,075 | |
Motrex 118990 | +8.8% | 10,490 | |
Hyundai Mobis 012330 | +7.2% | 392,500 | |
Kia 000270 | +5.5% | 129,300 |
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2. Rare Earths & Rare Metals (recurred after 49 days)
- Episode: started 2026-01-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +30.0% | 1,747 | |
Union 000910 | +19.9% | 5,020 | ★ |
Novatech 285490 | +13.9% | 24,100 | |
EG 037370 | +10.8% | 5,870 | |
Enjet 419080 | +10.0% | 10,970 | |
Samwha Electronics 011230 | +9.4% | 3,095 | |
Cenotec 222420 | +5.9% | 861 | |
Daewon Chemical 024890 | +5.7% | 887 | |
Dongkuk Refractories & Steel 075970 | +4.2% | 2,335 | |
Hyundai BNG Steel 004560 | +2.5% | 11,300 |
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3. Ferrite (recurred after 86 days)
- Episode: started 2026-01-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +30.0% | 1,747 | ★ |
EG 037370 | +10.8% | 5,870 | |
Sangshin Electronics 263810 | +9.9% | 3,370 | |
Samwha Electronics 011230 | +9.4% | 3,095 | |
Amosense 357580 | +3.8% | 7,380 | |
Samwha Electric 009470 | +2.2% | 31,950 | |
Amogreentech 125210 | +0.7% | 6,140 | |
Kespion 079190 | +0.6% | 488 |
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- 중국 對日 희토류 통제 검토에 대구 본사 유니온머티리얼 29.99%↑ — 영남일보 (Korean)
- [특징주]유니온머티리얼, 중국의 일본 수출금지 부작용으로 ‘上’ — 메트로경제 (Korean)
4. Shipbuilding (3 days running)
- Episode: started 2026-01-05, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +10.2% | 24,300 | |
Samsung Heavy Industries 010140 | +2.2% | 25,350 | |
HD Hyundai Heavy Industries 329180 | +1.3% | 557,000 | |
Hanwha Ocean 042660 | +1.2% | 121,200 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +1.0% | 418,000 | |
Dongil Steelux 023790 | +0.9% | 1,425 | ★ |
5. Semiconductor Majors (Fabrication) (7 days running)
- Episode: started 2025-12-26, day 13
Related news
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- 삼성전자·SK하이닉스 주가 ‘파격 전망’…“너무 일찍 팔지마” — EBN (Korean)
- 장예원 “SK하이닉스 수익률 323.53%” 주식 대박 났는데…이런 반전이? — 헤럴드경제 (Korean)
Closing Thoughts
Semiconductor Majors (Fabrication) extended its streak to 7 sessions, with SK hynix up 2.2% and Samsung Electronics up 1.51%. The current run has lasted 13 days since Dec 26.
Shipbuilding is on a 3-session streak with an average change of 2.79%, and HJ Shipbuilding & Construction rose 10.19%. Autonomous Driving heads into the next session on a 2-session streak.