Dec 15: 5 Strong Themes — Battery / EV, Carbon Emission Credits
5 strong themes — 5 recurred. Top: Battery / EV +14.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery / EV | Myoung Shin Industry | +29.97% | |
| Carbon Emission Credits | Hmnex | +29.94% | |
| Semiconductors | Duksanhimetal | +12.26% | |
| OLED Displays | Korea Materials & Analysis | +3.47% | - |
| 5G / Telecom Equipment | Gigalane | +5.22% |
On 2020-12-15, all five strong themes closed with every listed stock higher. Battery / EV led with an average change of 14.77% across 4 stocks.
Myoung Shin Industry led that theme with a 29.97% gain, while Hmnex rose 29.94% to drive Carbon Emission Credits. That theme averaged 14.2% across 3 stocks.
Semiconductors posted an average change of 8.51%, and OKins Electronics had its top gain at 15.25%. OLED Displays came back after a gap of 99 days, averaging 5.66%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery / EV | recurred after 7 days | +14.8% | 4/4 | Myoung Shin Industry |
| 2 | Carbon Emission Credits | recurred after 4 days | +14.2% | 3/3 | Hmnex |
| 3 | Semiconductors | recurred after 13 days | +8.5% | 4/4 | Duksanhimetal |
| 4 | OLED Displays | recurred after 99 days | +5.7% | 4/4 | Korea Materials & Analysis |
| 5 | 5G / Telecom Equipment | recurred after 21 days | +5.1% | 4/4 | Gigalane |
Theme by Theme
1. Battery / EV (recurred after 7 days)
- Episode: started 2020-12-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Myoung Shin Industry 009900 | +30.0% | 22,550 | ★ |
Dae-il 092200 | +15.8% | 1,610 | |
KEC 092220 | +6.8% | 14,000 | |
L&F 066970 | +6.5% | 54,821 |
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2. Carbon Emission Credits (recurred after 4 days)
- Episode: started 2020-12-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hmnex 036170 | +29.9% | 2,040 | ★ |
Green Chemical 083420 | +8.9% | 10,150 | |
Foosung 093370 | +3.7% | 10,010 |
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3. Semiconductors (recurred after 13 days)
- Episode: started 2020-12-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +15.2% | 11,900 | |
Duksanhimetal 077360 | +12.3% | 4,350 | ★ |
HANMI Semiconductor 042700 | +3.3% | 7,100 | |
Wonik IPS 240810 | +3.3% | 44,200 |
4. OLED Displays (recurred after 99 days)
- Episode: started 2020-12-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Display 034220 | +6.8% | 16,591 | |
YoungWoo DSP 143540 | +6.2% | 1,785 | |
meerecompanyIncorporated 049950 | +6.1% | 36,520 | |
Korea Materials & Analysis 043290 | +3.5% | 2,090 | ★ |
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5. 5G / Telecom Equipment (recurred after 21 days)
- Episode: started 2020-12-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RF Materials 327260 | +6.5% | 5,261 | |
Daeduck Electronics 353200 | +5.6% | 11,300 | |
Gigalane 049080 | +5.2% | 24,200 | ★ |
RFHIC 218410 | +3.2% | 39,027 |
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Closing Thoughts
All five themes are on a streak of 1, and each episode has lasted only a single day so far. The next thing to see is whether Battery / EV, back after a 7-day gap, lasts beyond one session.
5G / Telecom Equipment averaged 5.14%, and headlines that day pointed to a global “5G cycle” next year. The next sessions will show whether that news keeps the theme on the list.