Jan 13: 8 Strong Themes — Power Equipment, Afforestation

January 13, 2025 · #Power Equipment #Afforestation #Nuclear #Carbon Credits & CCUS #Electric Cables #Disaster Safety (Earthquake, Fire) #Air Purifiers #Medical Devices

8 strong themes — 3 running · 5 recurred. Top: Power Equipment +13.8%.

Strong themes8 Top change+13.8% LeaderSemyungElectricMachinery

Average change by strong theme

Average change of member stocks, by theme · descending
Power Equipment
+13.8%
Afforestation
+8.5%
Nuclear
+7.5%
Carbon Credits & CCUS
+7.1%
Electric Cables
+6.5%
Disaster Safety (Earthquake, Fire)
+5.4%
Air Purifiers
+4.8%
Medical Devices
+4.6%

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 EquipmentSemyungElectricMachinery+30.00%
AfforestationEagon Industrial+29.91%
NuclearSeojeon Electric Machinery+11.92%
Carbon Credits & CCUSEagon Industrial+29.91%
Electric CablesDawon Cable+26.07%
Disaster Safety (Earthquake, Fire)Seojeon Electric Machinery+11.92%
Air PurifiersWinix+7.80%
Medical DevicesT&L+15.92%

Power Equipment led the Jan 13 session with an average change of 13.77%, and all 10 of its stocks rose. It was the theme’s third straight day of strength.

Leader SemyungElectricMachinery rose 30.0%, with Cheryong Industrial up 29.92% and Dawon Cable up 26.07%. News coverage tied the move to grid recovery demand after the LA fires.

Afforestation returned after a 797-day gap with an average change of 8.54%, led by Eagon Industrial at 29.91%. Nuclear followed at 7.45%, its second day in a row.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Power Equipment3 days running+13.8%10/10SemyungElectricMachinery
2Afforestationrecurred after 797 days+8.5%6/6Eagon Industrial
3Nuclear2 days running+7.5%10/10Seojeon Electric Machinery
4Carbon Credits & CCUSrecurred after 14 days+7.1%8/8Eagon Industrial
5Electric Cablesrecurred after 4 days+6.5%6/6Dawon Cable
6Disaster Safety (Earthquake, Fire)2 days running+5.4%6/6Seojeon Electric Machinery
7Air Purifiersrecurred after 642 days+4.8%7/7Winix
8Medical Devicesrecurred after 5 days+4.6%9/9T&L

Theme by Theme

1. Power Equipment (3 days running)

StockChangeCloseLeader
SemyungElectricMachinery 017510+30.0%6,760★
Cheryong Industrial 147830+29.9%7,730
Dawon Cable 006340+26.1%3,990
Cheil Electric 199820+12.3%12,910
Seojeon Electric Machinery 189860+11.9%4,600
Kwang Myung Electric 017040+7.1%1,691
G2Power 388050+7.0%7,600
BioSmart 038460+5.3%3,405
Cheryong Electric 033100+4.4%51,000
Bosung Power Technology 006910+3.7%2,800

Related news

2. Afforestation (recurred after 797 days)

StockChangeCloseLeader
Eagon Industrial 008250+29.9%7,210★
Sungchang Enterprise Holdings 000180+10.0%1,536
Hansol HomeDeco 025750+4.7%900
Moorim P&P 009580+3.5%2,810
SUN&L 002820+2.0%3,040
NatureandEnvironment 043910+1.1%625

3. Nuclear (2 days running)

StockChangeCloseLeader
WOOJIN Ntec 457550+17.4%19,600
Seojeon Electric Machinery 189860+11.9%4,600★
Iljin Power 094820+8.2%9,210
Kwang Myung Electric 017040+7.1%1,691
G2Power 388050+7.0%7,600
Orbitech 046120+6.2%2,400
Woori Technology, Incorporation 032820+4.4%1,917
Sung Kwang Bend 014620+4.4%27,300
Bhi 083650+4.2%17,180
Bosung Power Technology 006910+3.7%2,800

4. Carbon Credits & CCUS (recurred after 14 days)

StockChangeCloseLeader
Eagon Industrial 008250+29.9%7,210★
Green Chemical 083420+12.5%7,850
Chemtros 220260+7.4%5,100
Hansol HomeDeco 025750+4.7%900
Unid 014830+1.2%75,800
SGC Energy 005090+0.6%24,600
TKG Huchems 069260+0.2%17,150
Airrane 163280+0.1%14,960

5. Electric Cables (recurred after 4 days)

StockChangeCloseLeader
Dawon Cable 006340+26.1%3,990★
KBI Metal 024840+7.7%2,365
Taihan Cable & Solution 001440+3.2%12,630
Iljin Electric 103590+1.4%28,250
Gaon Cable 000500+0.5%63,400
LS 006260+0.4%102,000

Related news

6. Disaster Safety (Earthquake, Fire) (2 days running)

StockChangeCloseLeader
Seojeon Electric Machinery 189860+11.9%4,600★
Enplus 074610+11.8%1,226
Autech 067170+3.6%3,555
HRS 036640+2.6%4,840
Uangel 072130+1.4%4,960
DaeChang Steel 140520+1.0%2,080

7. Air Purifiers (recurred after 642 days)

StockChangeCloseLeader
Kweather 068100+13.1%3,840
Winix 044340+7.8%6,910★
Clean & Science 045520+4.3%5,340
SPG 058610+4.1%29,000
Autech 067170+3.6%3,555
Shinil Electronics 002700+0.8%1,439
Coway 021240+0.1%70,000

Related news

8. Medical Devices (recurred after 5 days)

StockChangeCloseLeader
T&L 340570+15.9%77,200★
Osang Healthcare 036220+8.3%14,440
Won Tech 336570+7.8%5,840
Cu Medical Systems 115480+2.4%716
Rayence 228850+2.2%6,580
InBody 041830+2.1%23,950
Jetema 216080+1.1%7,460
HLB Life Science 067630+0.8%10,740
VIOL Medical 335890+0.6%8,120

Closing Thoughts

Power Equipment and Nuclear now have streaks of 3 and 2 days. The open question is whether today’s breadth, with every listed stock up, carries into the next session.

LA-linked headlines also touched Air Purifiers, which had an average change of 4.85%, and Electric Cables at 6.55%. The next test is whether that news flow keeps feeding these themes.