Jul 5: 6 Strong Themes — Battery, Lithium
6 strong themes — 3 running · 3 recurred. Top: Battery +11.7%.
Strong themes6
Top change+11.7%
LeaderKumyang
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 | Kumyang | +21.09% | |
| Lithium | Kumyang | +21.09% | |
| EV | Samwha Electronics | +5.95% | |
| Rare Earths & Rare Metals | Daewon Chemical | +5.66% | |
| Dental Care & Implants | ValueAddedTechnology | +20.00% | |
| Rivian | Daewon Chemical | +5.66% |
Battery names dominated the Jul 5 session. Battery posted an average change of 11.69%, with all 10 of its stocks higher on a third straight day.
Kumyang led both Battery and Lithium with a 21.09% gain. Lithium returned after a 13-day gap, with an average change of 9.97% and all 9 stocks up.
Outside batteries, ValueAddedTechnology jumped 20.0% and led Dental Care & Implants. Rivian names rose for a second day, and Posco International gained 7.54%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | 3 days running | +11.7% | 10/10 | Kumyang |
| 2 | Lithium | recurred after 13 days | +10.0% | 9/9 | Kumyang |
| 3 | EV | recurred after 2 days | +5.3% | 9/9 | Samwha Electronics |
| 4 | Rare Earths & Rare Metals | 2 days running | +4.1% | 9/9 | Daewon Chemical |
| 5 | Dental Care & Implants | recurred after 34 days | +3.8% | 9/9 | ValueAddedTechnology |
| 6 | Rivian | 2 days running | +3.1% | 10/10 | Daewon Chemical |
Theme by Theme
1. Battery (3 days running)
- Episode: started 2023-07-03, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang 001570 | +21.1% | 71,200 | ★ |
Lotte Energy Materials 020150 | +19.3% | 58,000 | |
Cosmochemical 005420 | +18.0% | 55,889 | |
Philoptics 161580 | +17.3% | 15,140 | |
Choil Aluminum 018470 | +8.6% | 3,160 | |
DaejooElectronicMaterials 078600 | +8.1% | 103,300 | |
Cosmo Advanced Materials & Technology 005070 | +6.7% | 202,010 | |
Ecopro 086520 | +6.4% | 185,020 | |
SKC 011790 | +6.0% | 100,197 | |
Nsys 333620 | +5.5% | 15,080 |
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2. Lithium (recurred after 13 days)
- Episode: started 2023-07-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang 001570 | +21.1% | 71,200 | ★ |
Cosmochemical 005420 | +18.0% | 55,889 | |
Kangwon Energy 114190 | +10.2% | 26,500 | |
Ev Advanced Material 131400 | +9.4% | 6,880 | |
Lithium-for-earth 073570 | +9.2% | 108,733 | |
Ecopro 086520 | +6.4% | 185,020 | |
Posco M-tech 009520 | +6.1% | 25,250 | |
Hydro Lithium 101670 | +5.2% | 31,550 | |
MNTECHCo 095500 | +4.2% | 24,750 |
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3. EV (recurred after 2 days)
- Episode: started 2023-07-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmo Advanced Materials & Technology 005070 | +6.7% | 202,010 | |
Wooshin Systems 017370 | +6.2% | 3,840 | |
SKC 011790 | +6.0% | 100,197 | |
Infac 023810 | +6.0% | 11,920 | |
Samwha Electronics 011230 | +6.0% | 7,502 | ★ |
Posco Steeleon 058430 | +4.5% | 5,630 | |
Solus Advanced Materials 336370 | +4.3% | 19,300 | |
Woory Industrial 215360 | +4.3% | 24,500 | |
Hanjoo Light Metal 198940 | +3.8% | 8,166 |
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4. Rare Earths & Rare Metals (2 days running)
- Episode: started 2023-07-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Union 000910 | +10.6% | 7,120 | |
Samwha Electronics 011230 | +6.0% | 7,502 | |
Daewon Chemical 024890 | +5.7% | 14,000 | ★ |
Union Materials 047400 | +5.7% | 4,300 | |
Tplex 081150 | +2.7% | 3,980 | |
EG 037370 | +2.5% | 17,920 | |
Cenotec 222420 | +2.4% | 2,110 | |
Dongkuk Refractories & Steel 075970 | +1.2% | 4,990 | |
POSCO Holdings 005490 | +0.1% | 403,000 |
5. Dental Care & Implants (recurred after 34 days)
- Episode: started 2023-07-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ValueAddedTechnology 043150 | +20.0% | 39,600 | ★ |
Ray 228670 | +5.7% | 36,900 | |
Osteonic 226400 | +4.6% | 6,570 | |
Dentis 261200 | +1.9% | 11,100 | |
Hyundai Bioland 052260 | +1.0% | 6,000 | |
Metabiomed 059210 | +0.2% | 4,810 | |
Dio 039840 | +0.1% | 33,850 | |
Shinhung 004080 | +0.1% | 14,250 | |
Dentium 145720 | +0.1% | 153,800 |
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6. Rivian (2 days running)
- Episode: started 2023-07-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco International 047050 | +7.5% | 46,350 | |
Wooshin Systems 017370 | +6.2% | 3,840 | |
Daewon Chemical 024890 | +5.7% | 14,000 | ★ |
Woory Industrial 215360 | +4.3% | 24,500 | |
S Connect 096630 | +2.1% | 8,885 | |
Almac 354320 | +1.4% | 139,100 | |
Dongkuk Refractories & Steel 075970 | +1.2% | 4,990 | |
TCC Steel 002710 | +1.0% | 40,700 | |
Ecocab 128540 | +0.8% | 4,295 | |
DA Technology 196490 | +0.8% | 29,400 |
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Closing Thoughts
Battery is on a 3-day streak, and Rare Earths & Rare Metals and Rivian are each on 2. The next data point is whether these runs continue.
EV returned after a 2-day gap with an average change of 5.29%, led by Samwha Electronics. The next sessions will show whether it turns into a streak.