Feb 1: 8 Strong Themes — Battery / EV, Car Majors / Auto Parts
8 strong themes — 7 recurred · 1 new. Top: Battery / EV +13.1%.
Strong themes8
Top change+13.1%
LeaderSebang Global Battery
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery / EV | Sebang Global Battery | +24.14% | |
| Car Majors / Auto Parts | SL | +15.38% | |
| Camera Modules & Parts | IMCo | +15.31% | - |
| Construction Majors / Construction (Small & Mid Cap) | Daewoo Engineering & Construction | +9.49% | |
| Undersea Tunnels & Underground Roads | LS Marine Solution | +5.39% | |
| Semiconductors | Yest | +10.33% | |
| Political Ties (Lee Jae-myung) | GL Pharm Tech | +4.65% | |
| Securities Brokers | NH Investment & Securities | +6.79% |
On 2021-02-01, every stock across the session’s strong themes closed higher. Battery / EV led with an average change of 13.1%, returning after a 25-day gap.
Sebang Global Battery topped that theme at 24.14%, while SK Innovation added 12.86%. A new Car Majors / Auto Parts theme followed at 7.94%, led by SL at 15.38%.
Camera Modules & Parts rose 7.88% on average, led by IMCo at 15.31%. Undersea Tunnels & Underground Roads came back after a 1705-day gap, with an average gain of 6.5%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery / EV | recurred after 25 days | +13.1% | 5/5 | Sebang Global Battery |
| 2 | Car Majors / Auto Parts | new | +7.9% | 5/5 | SL |
| 3 | Camera Modules & Parts | recurred after 46 days | +7.9% | 4/4 | IMCo |
| 4 | Construction Majors / Construction (Small & Mid Cap) | recurred after 52 days | +7.3% | 5/5 | Daewoo Engineering & Construction |
| 5 | Undersea Tunnels & Underground Roads | recurred after 1705 days | +6.5% | 3/3 | LS Marine Solution |
| 6 | Semiconductors | recurred after 6 days | +5.6% | 6/6 | Yest |
| 7 | Political Ties (Lee Jae-myung) | recurred after 5 days | +5.3% | 4/4 | GL Pharm Tech |
| 8 | Securities Brokers | recurred after 13 days | +4.7% | 4/4 | NH Investment & Securities |
Theme by Theme
1. Battery / EV (recurred after 25 days)
- Episode: started 2021-02-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sebang Global Battery 004490 | +24.1% | 126,000 | ★ |
SK Innovation 096770 | +12.9% | 310,928 | |
TN entertainment 131100 | +11.7% | 11,250 | |
Nuin Tek 012340 | +8.4% | 17,392 | |
Sang-a Frontec 089980 | +8.4% | 61,900 |
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2. Car Majors / Auto Parts (new)
- Episode: started 2021-02-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SL 005850 | +15.4% | 28,500 | ★ |
Kia 000270 | +9.1% | 90,000 | |
Hyundai Mobis 012330 | +5.7% | 335,500 | |
Hanon Systems 018880 | +5.4% | 16,360 | |
Hyundai Motor 005380 | +4.2% | 238,500 |
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3. Camera Modules & Parts (recurred after 46 days)
- Episode: started 2021-02-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
IMCo 101390 | +15.3% | 11,389 | ★ |
Jaeyoung Solutec 049630 | +7.7% | 5,150 | |
Mcnex 097520 | +5.6% | 55,000 | |
Derkwoo Electronics 263600 | +2.9% | 9,300 |
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4. Construction Majors / Construction (Small & Mid Cap) (recurred after 52 days)
- Episode: started 2021-02-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +9.5% | 6,460 | ★ |
GS Engineering & Construction 006360 | +9.4% | 41,750 | |
Hyundai Engineering & Construction 000720 | +8.1% | 42,324 | |
Shinsegae Engineering & Construction C 034300 | +4.8% | 47,000 | |
DL Construction 001880 | +4.8% | 36,400 |
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- [장중수급포착] 대우건설, 외국인/기관 동시 순매수… 주가 +2.20% — 뉴스핌 (Korean)
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5. Undersea Tunnels & Underground Roads (recurred after 1705 days)
- Episode: started 2021-02-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Busan Industrial 011390 | +7.4% | 144,500 | |
TuksuConstruction 026150 | +6.7% | 7,670 | |
LS Marine Solution 060370 | +5.4% | 4,809 | ★ |
6. Semiconductors (recurred after 6 days)
- Episode: started 2021-02-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Yest 122640 | +10.3% | 13,350 | ★ |
Tiger Elec 219130 | +7.7% | 14,650 | |
HANMI Semiconductor 042700 | +6.9% | 10,100 | |
EO Technics 039030 | +5.3% | 104,300 | |
SK hynix 000660 | +2.0% | 125,000 | |
Samsung Electronics 005930 | +1.2% | 83,000 |
7. Political Ties (Lee Jae-myung) (recurred after 5 days)
- Episode: started 2021-02-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Intergis 129260 | +6.6% | 3,550 | |
DongshinEngineering&Construction 025950 | +6.5% | 39,450 | |
GL Pharm Tech 204840 | +4.7% | 1,350 | ★ |
Jungdawn 208140 | +3.4% | 3,330 |
8. Securities Brokers (recurred after 13 days)
- Episode: started 2021-02-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
NH Investment & Securities 005940 | +6.8% | 11,800 | ★ |
Hanwha Investment&securities 003530 | +4.6% | 2,740 | |
Korea Investment Holdings 071050 | +4.1% | 84,600 | |
KIWOOM Securities 039490 | +3.2% | 145,500 |
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Closing Thoughts
Most themes were one-day episodes, but Semiconductors and Securities Brokers have episodes running to 2021-02-02. Semiconductors averaged 5.59%, led by Yest at 10.33%.
Construction Majors / Construction (Small & Mid Cap) returned after a 52-day gap at 7.31% on average, led by Daewoo Engineering & Construction at 9.49%. Securities Brokers averaged 4.66%.