Nov 25: 8 Strong Themes — Battery, Ukraine Reconstruction (Related)
8 strong themes — 2 running · 6 recurred. Top: Battery +5.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery | Yunsung F&C | +6.40% | |
| Ukraine Reconstruction (Related) | DY Power | +10.08% | |
| EV | YM Tech | +8.62% | |
| Agriculture | Daedong | +14.03% | |
| Natural Gas Utilities | Samchully | +7.30% | |
| LNG (Liquefied Natural Gas) | Caelum | +5.62% | |
| Oil Refining | SK Innovation | +3.85% | |
| LPG (Liquefied Petroleum Gas) | SK Innovation | +3.85% |
On Nov 25, all eight strong themes closed with every member stock higher. Battery led with an average change of 5.84%, its third straight day on the list.
Ukraine Reconstruction (Related) returned after a 7-day gap with an average change of 5.75%. DY Power led the group, up 10.08%.
EV also extended its streak to 3 days, led by YM Tech at 8.62%. In Agriculture, Daedong jumped 14.03%, the biggest single-stock gain in the data.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | 3 days running | +5.8% | 9/9 | Yunsung F&C |
| 2 | Ukraine Reconstruction (Related) | recurred after 7 days | +5.8% | 8/8 | DY Power |
| 3 | EV | 3 days running | +4.3% | 9/9 | YM Tech |
| 4 | Agriculture | recurred after 25 days | +3.9% | 8/8 | Daedong |
| 5 | Natural Gas Utilities | recurred after 56 days | +2.8% | 7/7 | Samchully |
| 6 | LNG (Liquefied Natural Gas) | recurred after 80 days | +2.6% | 8/8 | Caelum |
| 7 | Oil Refining | recurred after 18 days | +1.8% | 3/3 | SK Innovation |
| 8 | LPG (Liquefied Petroleum Gas) | recurred after 18 days | +1.6% | 8/8 | SK Innovation |
Theme by Theme
1. Battery (3 days running)
- Episode: started 2022-11-23, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
SK ie technology 361610 | +8.8% | 68,300 | |
Korea Zinc 010130 | +6.5% | 657,000 | |
Yunsung F&C 372170 | +6.4% | 49,850 | ★ |
Cosmo Advanced Materials & Technology 005070 | +5.6% | 61,541 | |
Daebo Magnetic 290670 | +5.4% | 79,800 | |
DA Technology 196490 | +5.3% | 24,810 | |
W-scope Chungju Plant 393890 | +5.2% | 54,400 | |
mPlus 259630 | +4.7% | 13,350 | |
HYTC 148930 | +4.6% | 12,500 |
2. Ukraine Reconstruction (Related) (recurred after 7 days)
- Episode: started 2022-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DY Power 210540 | +10.1% | 13,650 | ★ |
DAEMO Engineering 317850 | +7.7% | 16,150 | |
TYM 002900 | +5.9% | 8,489 | |
Hyundai Everdigm 041440 | +5.3% | 9,400 | |
HANKOOK Technology 053590 | +5.0% | 1,055 | |
DRB Industrial 163560 | +4.3% | 7,190 | |
Development Advance Solution 058730 | +4.3% | 6,070 | |
Yooshin Engineering 054930 | +3.4% | 43,800 |
3. EV (3 days running)
- Episode: started 2022-11-23, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
YM Tech 273640 | +8.6% | 23,300 | ★ |
Cosmo Advanced Materials & Technology 005070 | +5.6% | 61,541 | |
mPlus 259630 | +4.7% | 13,350 | |
Shin Heung Energy & Electronics 243840 | +4.1% | 10,560 | |
SK Innovation 096770 | +3.9% | 172,683 | |
Sangsinenergydisplayprecision 091580 | +3.3% | 20,150 | |
KyungchangIndustrial 024910 | +3.0% | 2,215 | |
Inzi Controls 023800 | +2.9% | 8,490 | |
DY Deokyang 024900 | +2.9% | 2,840 |
4. Agriculture (recurred after 25 days)
- Episode: started 2022-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daedong 000490 | +14.0% | 12,600 | ★ |
TYM 002900 | +5.9% | 8,489 | |
DaedongGear 008830 | +4.0% | 6,512 | |
KG Chemical 001390 | +2.3% | 4,840 | |
Asia Technology 050860 | +1.6% | 2,805 | |
Capro 006380 | +1.3% | 11,425 | |
Enbio 352940 | +0.9% | 4,910 | |
DaedongMetal 020400 | +0.8% | 4,774 |
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5. Natural Gas Utilities (recurred after 56 days)
- Episode: started 2022-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samchully 004690 | +7.3% | 389,500 | ★ |
Seoul City Gas 017390 | +3.2% | 419,000 | |
Kyungdong City Gas 267290 | +2.7% | 24,500 | |
Daesung Holdings 016710 | +2.6% | 116,000 | |
Inchon City Gas 034590 | +2.4% | 27,800 | |
Daesung Energy 117580 | +0.9% | 11,300 | |
Gse 053050 | +0.7% | 4,845 |
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6. LNG (Liquefied Natural Gas) (recurred after 80 days)
- Episode: started 2022-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samchully 004690 | +7.3% | 389,500 | |
Caelum 258610 | +5.6% | 4,040 | ★ |
POSCO Holdings 005490 | +2.1% | 295,500 | |
Korea Electric Power 015760 | +1.5% | 20,150 | |
Bhi 083650 | +1.4% | 8,000 | |
GS Holdings 078930 | +1.0% | 46,600 | |
SK 034730 | +1.0% | 210,000 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +0.8% | 78,200 |
7. Oil Refining (recurred after 18 days)
- Episode: started 2022-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +3.9% | 172,683 | ★ |
GS Holdings 078930 | +1.0% | 46,600 | |
S-Oil 010950 | +0.7% | 87,700 |
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8. LPG (Liquefied Petroleum Gas) (recurred after 18 days)
- Episode: started 2022-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
E1 017940 | +4.2% | 48,900 | |
SK Innovation 096770 | +3.9% | 172,683 | ★ |
Joong Ang Enervis 000440 | +2.4% | 23,500 | |
GS Holdings 078930 | +1.0% | 46,600 | |
S-Oil 010950 | +0.7% | 87,700 | |
SK Gas 018670 | +0.4% | 120,500 | |
Kukdong Oil & Chemicals 014530 | +0.4% | 3,715 | |
HeunguOil 024060 | +0.2% | 5,970 |
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Closing Thoughts
Battery and EV are both on 3-day streaks since Nov 23. The next session will show whether these continuing themes reach a fourth day.
Natural Gas Utilities, LNG (Liquefied Natural Gas), Oil Refining and LPG (Liquefied Petroleum Gas) all returned after gaps of 18 to 80 days. Samchully rose 7.3% in both Natural Gas Utilities and LNG.