Mar 27: 8 Strong Themes — Battery, Lithium

March 27, 2023 · #Battery #Lithium #Rare Earths & Rare Metals #Semiconductor Equipment #Semiconductor Materials & Components #Battery Recycling #Steel (Small & Mid Cap) #System Semiconductors

8 strong themes — 3 running · 5 recurred. Top: Battery +18.2%.

Strong themes8 Top change+18.2% LeaderEnplus

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+18.2%
Lithium
+17.5%
Rare Earths & Rare Metals
+8.8%
Semiconductor Equipment
+7.6%
Semiconductor Materials & Components
+6.1%
Battery Recycling
+5.4%
Steel (Small & Mid Cap)
+4.3%
System Semiconductors
+3.5%

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 -
ThemeLeaderChangeTrend
BatteryEnplus+29.87%
LithiumPosco M-tech+29.99%
Rare Earths & Rare MetalsEG+29.99%
Semiconductor EquipmentJustem+12.72%
Semiconductor Materials & ComponentsGO Element+9.31%
Battery RecyclingCosmochemical+10.28%
Steel (Small & Mid Cap)J Steel Company Holdings+12.50%
System SemiconductorsJhcos+2.63%-

Battery-linked names led the Mar 27 session. Battery topped the board with an average change of 18.19%, and all 10 of its stocks closed higher.

Lithium came next with an average change of 17.47%, led by Posco M-tech at 29.99%. Enplus rose 29.87% and was among the stocks in both of the top two themes.

Rare Earths & Rare Metals came back after a gap of 38 days, with EG up 29.99%. In Semiconductor Equipment, Justem gained 12.72%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 4 days+18.2%10/10Enplus
2Lithiumrecurred after 5 days+17.5%10/10Posco M-tech
3Rare Earths & Rare Metalsrecurred after 38 days+8.8%7/7EG
4Semiconductor Equipment2 days running+7.6%8/8Justem
5Semiconductor Materials & Components2 days running+6.1%9/9GO Element
6Battery Recyclingrecurred after 4 days+5.4%9/9Cosmochemical
7Steel (Small & Mid Cap)recurred after 7 days+4.3%9/9J Steel Company Holdings
8System Semiconductors2 days running+3.5%10/10Jhcos

Theme by Theme

1. Battery (recurred after 4 days)

StockChangeCloseLeader
Enplus 074610+29.9%87,400★
Jeio 418550+27.6%33,300
Kwangmu 029480+24.8%4,475
E Investment&Development 093230+21.6%1,405
Hwang Kum Steel & Technology 032560+18.9%9,190
Lemon 294140+13.7%22,648
INNOXCorporation 088390+12.1%33,400
meerecompanyIncorporated 049950+11.2%49,700
Cosmo Advanced Materials & Technology 005070+11.1%133,356
Nsys 333620+11.0%14,380

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2. Lithium (recurred after 5 days)

StockChangeCloseLeader
Posco M-tech 009520+30.0%18,250★
Enplus 074610+29.9%87,400
Kangwon Energy 114190+29.7%37,300
Kwangmu 029480+24.8%4,475
Lithium-for-earth 073570+17.7%107,049
Aptn 270520+10.5%26,980
Cosmochemical 005420+10.3%50,674
Chunbo 278280+7.9%245,500
Hydro Lithium 101670+7.1%30,250
Ev Advanced Material 131400+6.8%1,826

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3. Rare Earths & Rare Metals (recurred after 38 days)

StockChangeCloseLeader
EG 037370+30.0%20,200★
Union 000910+11.6%6,060
Cenotec 222420+10.2%2,160
Tplex 081150+4.4%4,005
POSCO Holdings 005490+3.1%332,000
Union Materials 047400+2.5%2,900
Dongkuk Refractories & Steel 075970+0.1%4,005

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4. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Justem 417840+12.7%6,299★
N2tech 227950+9.9%4,995
Yest 122640+9.0%10,030
Robostar 090360+8.8%42,100
Pemtron 168360+6.3%4,770
Pro2000 321260+5.5%2,895
Xavis 254120+4.2%2,705
Tse 131290+4.2%40,650

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5. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
Ji-tech 417500+13.9%4,332
GO Element 311320+9.3%10,680★
Chunbo 278280+7.9%245,500
OKins Electronics 080580+5.3%19,100
Lake Materials 281740+5.3%8,660
MKElectron 033160+4.3%15,850
Temc 425040+3.4%19,250
Mecaro 241770+3.1%11,100
Mi 059090+2.5%12,530

6. Battery Recycling (recurred after 4 days)

StockChangeCloseLeader
Welcron Hantec 076080+10.5%5,880
Cosmochemical 005420+10.3%50,674★
Power Logics 047310+8.0%6,340
Sebitchem 107600+5.1%119,800
SK Innovation 096770+4.5%164,123
POSCO Holdings 005490+3.1%332,000
Egtronics 377330+3.1%12,300
SungEel HiTech 365340+2.0%166,000
Younghwa Tech 265560+1.7%12,140

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7. Steel (Small & Mid Cap) (recurred after 7 days)

StockChangeCloseLeader
J Steel Company Holdings 023440+12.5%2,880★
TCC Steel 002710+7.2%23,200
Husteel 005010+5.2%6,630
NI Steel 008260+4.9%5,950
Ust 263770+4.1%4,100
Dong Il Steel MFG 002690+1.5%2,335
Dongkuk Industries Company 005160+1.5%6,040
Komelon 049430+1.2%9,540
Histeel 071090+1.1%4,155

8. System Semiconductors (2 days running)

StockChangeCloseLeader
Mirai Semiconductors 254490+5.8%19,940
DB HiTek 000990+5.1%59,500
LEENO Industrial 058470+4.2%28,493
Korea Robot Manufacturing 093640+3.8%9,600
HANMI Semiconductor 042700+3.6%20,650
Winpac 097800+3.3%7,335
Advanced Digital Chips 054630+2.7%5,340
Jhcos 089530+2.6%625★
Nepes Ark 330860+2.3%24,200
CoAsia 045970+1.9%11,190

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Closing Thoughts

Semiconductor Equipment, Semiconductor Materials & Components and System Semiconductors each carry a 2-day streak into the next session.

The battery-linked themes each sit at a streak of 1, so the next session will show whether the move carries on. Battery Recycling had an average change of 5.37%, with 9 of 9 stocks up.