Dec 30: 5 Strong Themes — Battery / EV, Semiconductors
5 strong themes — 4 recurred · 1 new. Top: Battery / EV +14.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery / EV | Woory Industrial | +20.51% | |
| Semiconductors | Nepes | +21.43% | |
| Film / Media & Content | Samhwa Networks | +4.80% | |
| Wind / Solar / Hydrogen | CS Wind | +5.36% | |
| Construction Majors / Construction (Small & Mid Cap) | Sambu Construction | +8.40% |
Five themes ran strong on Dec 30, and every stock listed under them closed higher. Battery / EV led with an average change of 14.08%, with all 4 of its stocks rising.
In Semiconductors, all 6 stocks rose, for an average change of 10.11%. Nepes led at 21.43%, with HanaMicron close behind at 21.0%.
Film / Media & Content returned after a 127-day gap with an average change of 8.71%. Wind / Solar / Hydrogen appeared as a new theme at 6.46%, while Construction Majors / Construction (Small & Mid Cap) averaged 6.43%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery / EV | recurred after 13 days | +14.1% | 4/4 | Woory Industrial |
| 2 | Semiconductors | recurred after 13 days | +10.1% | 6/6 | Nepes |
| 3 | Film / Media & Content | recurred after 127 days | +8.7% | 4/4 | Samhwa Networks |
| 4 | Wind / Solar / Hydrogen | new | +6.5% | 4/4 | CS Wind |
| 5 | Construction Majors / Construction (Small & Mid Cap) | recurred after 6 days | +6.4% | 4/4 | Sambu Construction |
Theme by Theme
1. Battery / EV (recurred after 13 days)
- Episode: started 2020-12-30, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Woory Industrial 215360 | +20.5% | 23,800 | ★ |
Nara Mold And Die 051490 | +13.7% | 12,850 | |
Myoung Shin Industry 009900 | +11.3% | 45,650 | |
Inzi Controls 023800 | +10.7% | 14,950 |
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2. Semiconductors (recurred after 13 days)
- Episode: started 2020-12-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nepes 033640 | +21.4% | 42,500 | ★ |
HanaMicron 067310 | +21.0% | 7,773 | |
HLB innoVation 024850 | +8.8% | 7,075 | |
DB HiTek 000990 | +3.8% | 51,000 | |
Samsung Electronics 005930 | +3.5% | 81,000 | |
SK hynix 000660 | +2.2% | 118,500 |
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3. Film / Media & Content (recurred after 127 days)
- Episode: started 2020-12-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewon Media 048910 | +11.8% | 9,300 | |
ContentreeJoongAng 036420 | +10.8% | 37,950 | |
Showbox 086980 | +7.5% | 3,385 | |
Samhwa Networks 046390 | +4.8% | 5,455 | ★ |
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4. Wind / Solar / Hydrogen (new)
- Episode: started 2020-12-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CS Bearing 297090 | +8.0% | 15,734 | |
NS 126870 | +6.6% | 3,130 | |
DSM 104040 | +5.9% | 10,800 | |
CS Wind 112610 | +5.4% | 88,552 | ★ |
5. Construction Majors / Construction (Small & Mid Cap) (recurred after 6 days)
- Episode: started 2020-12-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +8.4% | 4,580 | ★ |
Daewoo Engineering & Construction 047040 | +7.0% | 4,985 | |
GS Engineering & Construction 006360 | +5.7% | 37,800 | |
IPARK Hyundai Development Company 294870 | +4.6% | 26,100 |
Closing Thoughts
The Battery / EV episode is recorded as running from 2020-12-30 to 2021-01-04, a span of 6 days. It returned after a 13-day gap, as did Semiconductors.
Volume was heaviest in Samsung Electronics at 29417421 shares, with HanaMicron at 29275975. The other four themes each logged a 1-day episode, so it is still unclear whether they will last.