Dec 23: 5 Strong Themes — EV / Battery, Autonomous Driving
5 strong themes — 1 running · 4 recurred. Top: EV / Battery +21.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| EV / Battery | Sebang Global Battery | +29.94% | |
| Autonomous Driving | InfoBank | +29.86% | |
| Semiconductor Equipment, Materials & Components | SK Materials | +8.53% | - |
| 5G / Telecom Equipment | RF Materials | +4.94% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +2.82% |
EV / Battery led the Dec 23 session with an average change of 21.41%, and all 8 of its stocks closed higher. Sebang Global Battery topped the group at 29.94%.
LG Electronics rose 29.61% on news that it is entering the EV parts business. Shinsung Delta Tech gained 29.91% and Sama Aluminium gained 29.55%.
Autonomous Driving rose for a second straight day, with an average change of 18.87% across 5 rising stocks. InfoBank led at 29.86%, and headlines tied the move to “Apple Car” interest.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | EV / Battery | recurred after 2 days | +21.4% | 8/8 | Sebang Global Battery |
| 2 | Autonomous Driving | 2 days running | +18.9% | 5/5 | InfoBank |
| 3 | Semiconductor Equipment, Materials & Components | recurred after 15 days | +5.5% | 4/4 | SK Materials |
| 4 | 5G / Telecom Equipment | recurred after 13 days | +3.0% | 5/5 | RF Materials |
| 5 | Semiconductor Majors (Fabrication) | recurred after 19 days | +2.7% | 3/3 | DB HiTek |
Theme by Theme
1. EV / Battery (recurred after 2 days)
- Episode: started 2020-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sebang Global Battery 004490 | +29.9% | 61,200 | ★ |
Shinsung Delta Tech 065350 | +29.9% | 8,340 | |
LG Electronics 066570 | +29.6% | 119,500 | |
Sama Aluminium 006110 | +29.6% | 11,400 | |
Nara Mold And Die 051490 | +18.1% | 12,700 | |
Samkee 122350 | +15.3% | 3,575 | |
HL Mando 204320 | +10.1% | 59,000 | |
Korea Electric Terminal 025540 | +8.7% | 56,200 |
Related news
- LG전자, 전기차 부품 진출 소식에 상한가 — 이투데이 (Korean)
2. Autonomous Driving (2 days running)
- Episode: started 2020-12-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
InfoBank 039290 | +29.9% | 12,700 | ★ |
Dhautoware 025440 | +29.6% | 30,855 | |
Unitrontech 142210 | +12.8% | 5,768 | |
Finedigital 038950 | +11.1% | 6,700 | |
ThinkwareSystems 084730 | +11.0% | 12,650 |
Related news
- [특징주]‘애플카’ 수혜주 찾기 나선 투자자들…인포뱅크 등 이틀 연속 상한가 — 서울경제 (Korean)
- [특징주] 인포뱅크, 애플 카플레이 개발…애플 자율주행 전기차 기술 개발 소식에 상승세 — 이투데이 (Korean)
- [이시각 상한가] 인포뱅크(▲2920) - 23일 오전 9시10분 — 이투데이 (Korean)
3. Semiconductor Equipment, Materials & Components (recurred after 15 days)
- Episode: started 2020-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Materials 036490 | +8.5% | 333,500 | ★ |
FNS Tech 083500 | +6.2% | 12,000 | |
Rorze Systems 071280 | +4.0% | 6,210 | |
Techwing 089030 | +3.1% | 10,759 |
Related news
- [리포트 브리핑]SK머티리얼즈, ‘배터리 음극재 사업의 첫걸음’ 목표가 400,000원 - 하나금융투자 — 뉴스핌 (Korean)
- SK머티리얼즈, 배터리 펀딩 투자…기업가치 상승 요인-하나 — 이데일리 (Korean)
- “SK머티리얼즈, 배터리 소재 기업투자로 주가 가치 견인” — 아시아투데이 (Korean)
4. 5G / Telecom Equipment (recurred after 13 days)
- Episode: started 2020-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RF Materials 327260 | +4.9% | 6,051 | ★ |
KMW 032500 | +3.2% | 77,000 | |
Ace Technologies 088800 | +2.9% | 68,614 | |
RFHIC 218410 | +2.2% | 41,466 | |
Seojin System 178320 | +2.1% | 23,505 |
Related news
- 미국 5G 투자에 들뜨는 네트워크 장비株들 — 대한경제 (Korean)
- “윈스, 국내외 5G 가입자 증가 수혜…목표가↑” - IBK투자증권 — 뉴스핌 (Korean)
5. Semiconductor Majors (Fabrication) (recurred after 19 days)
- Episode: started 2020-12-23, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +3.1% | 116,000 | |
DB HiTek 000990 | +2.8% | 40,100 | ★ |
Samsung Electronics 005930 | +2.2% | 73,900 |
Related news
- DB하이텍, ‘주가 6%↑’… 파운드리 단가 최대 20% 인상 소식에 ‘강세’ — 아주경제 (Korean)
- [특징주] DB하이텍, 파운드리 생산 단가 인상 소식에 ‘급등’ — 이투데이 (Korean)
- [특징주]DB하이텍, 파운드리 단가 최대 20% 인상 소식에 강세 — 대한경제 (Korean)
Closing Thoughts
The next sessions will show whether Autonomous Driving extends its streak beyond 2 days. Another question is whether EV / Battery can follow its 1-day episode with a second day of gains.
Some quieter themes also came back: Semiconductor Equipment, Materials & Components averaged 5.47% after a 15-day gap, and 5G / Telecom Equipment averaged 3.05% after 13 days. Semiconductor Majors (Fabrication) averaged 2.71%.