Oct 28: 3 Strong Themes — Battery (LFP), Cement & Ready-Mix Concrete
3 strong themes — 2 recurred · 1 new. Top: Battery (LFP) +14.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery (LFP) | Cowin Robotics | +25.95% | |
| Cement & Ready-Mix Concrete | Hanilcement | +9.03% | |
| Semiconductors | HanaMicron | +11.53% |
On Oct 28, three themes led the Korean market. Battery (LFP) topped the list with an average change of 14.22%, and all 4 of its stocks closed higher.
Cowin Robotics led the battery group at 25.95%, with Powernet Technologies up 18.59%. Cement & Ready-Mix Concrete returned after a 59-day gap, averaging 7.8%.
Hanilcement led the cement names at 9.03%. Semiconductors rose an average of 5.24%, with all 6 stocks up and HanaMicron leading at 11.53%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery (LFP) | new | +14.2% | 4/4 | Cowin Robotics |
| 2 | Cement & Ready-Mix Concrete | recurred after 59 days | +7.8% | 2/3 | Hanilcement |
| 3 | Semiconductors | recurred after 2 days | +5.2% | 6/6 | HanaMicron |
Theme by Theme
1. Battery (LFP) (new)
- Episode: started 2021-10-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cowin Robotics 282880 | +25.9% | 31,893 | ★ |
Powernet Technologies 037030 | +18.6% | 7,590 | |
EG 037370 | +7.9% | 17,050 | |
Amogreentech 125210 | +4.4% | 17,700 |
Related news
- 엔에스 주가 7%↑…2차전지 제조 장비 공급 계약 — 아주경제 (Korean)
2. Cement & Ready-Mix Concrete (recurred after 59 days)
- Episode: started 2021-10-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanilcement 300720 | +9.0% | 16,900 | ★ |
Asia Cement 183190 | +6.6% | 12,950 | |
Kangdong C&L 198440 | - | - |
Related news
- 건설경기 개선 기대감에 시멘트株 급등…한일시멘트 10%·고려시멘트 5% ↑ — 매일경제 (Korean)
- [특징주] 한일시멘트 19% 급등…시멘트株 강세 — 헤럴드경제 (Korean)
- [특징주]도심복합사업 본격화에 시멘트株 일제히 상승 — 이데일리 (Korean)
3. Semiconductors (recurred after 2 days)
- Episode: started 2021-10-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HanaMicron 067310 | +11.5% | 15,239 | ★ |
Techwing 089030 | +7.6% | 10,785 | |
EugeneTechnology 084370 | +5.7% | 43,850 | |
SK hynix 000660 | +4.9% | 106,500 | |
DB HiTek 000990 | +0.9% | 57,500 | |
Samsung Electronics 005930 | +0.9% | 70,700 |
Related news
- 삼성전자, 반도체만 10조 영업익…내년에도 ‘기대감’ — 비즈워치 (Korean)
Closing Thoughts
All three themes are on a streak of 1, so the next sessions will show whether any of them lasts beyond a single day.
In Semiconductors, SK hynix rose 4.93% while Samsung Electronics added 0.86%. Upcoming sessions will show whether that gap between the large caps narrows or widens.