Oct 28: 3 Strong Themes — Battery, Ukraine Reconstruction (Related)
3 strong themes — 1 running · 2 recurred. Top: Battery +7.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery | Kumyang | +26.94% | |
| Ukraine Reconstruction (Related) | HANKOOK Technology | +15.18% | - |
| Car Majors | Hyundai Mobis | +7.35% |
Battery led the Oct 28 session with an average change of 7.62%, extending its streak to 2 days. Of its 8 stocks, 7 closed higher.
Kumyang drove the theme with a 26.94% gain, while Wonik Pne added 14.89%. NSM was the lone decliner at -5.72%.
Ukraine Reconstruction (Related) rose by an average of 4.68% and Car Majors by 2.82%, with every stock up in both. They returned after gaps of 2 and 24 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | 2 days running | +7.6% | 7/8 | Kumyang |
| 2 | Ukraine Reconstruction (Related) | recurred after 2 days | +4.7% | 6/6 | HANKOOK Technology |
| 3 | Car Majors | recurred after 24 days | +2.8% | 6/6 | Hyundai Mobis |
Theme by Theme
1. Battery (2 days running)
- Episode: started 2022-10-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang 001570 | +26.9% | 24,500 | ★ |
Wonik Pne 217820 | +14.9% | 9,281 | |
Sebitchem 107600 | +5.5% | 119,200 | |
People & Technology 137400 | +5.5% | 45,350 | |
SungEel HiTech 365340 | +5.1% | 129,300 | |
L&F 066970 | +4.6% | 224,300 | |
Solus Advanced Materials 336370 | +4.2% | 18,150 | |
NSM 238170 | -5.7% | 560 |
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2. Ukraine Reconstruction (Related) (recurred after 2 days)
- Episode: started 2022-10-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HANKOOK Technology 053590 | +15.2% | 842 | ★ |
TYM 002900 | +6.9% | 7,914 | |
Daeyang Electric 108380 | +3.4% | 12,200 | |
DRB Industrial 163560 | +1.9% | 6,350 | |
Speco 013810 | +0.4% | 5,450 | |
Firstec 010820 | +0.3% | 3,070 |
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3. Car Majors (recurred after 24 days)
- Episode: started 2022-10-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Mobis 012330 | +7.3% | 219,000 | ★ |
HL Mando 204320 | +5.6% | 50,300 | |
Hyundai Wia 011210 | +2.1% | 64,000 | |
Hyundai Motor 005380 | +1.2% | 164,000 | |
Hanon Systems 018880 | +0.4% | 7,185 | |
Kia 000270 | +0.3% | 66,200 |
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Closing Thoughts
The next question is whether Battery extends its streak beyond 2 days. News on the same day reported battery equipment stocks rising together.
Among the returning themes, Hyundai Mobis rose 7.35% on reports of record Q3 revenue, and HANKOOK Technology rose 15.18%. It remains to be seen whether either theme shows up again.