Aug 11: 8 Strong Themes — Superconductors, Battery

August 11, 2023 · #Superconductors #Battery #Beauty & Cosmetics #Korea-Listed Chinese Companies #Auto Parts #Robotics (Industrial & Collaborative) #AI & Robotics #Space & Aerospace

8 strong themes — 1 running · 7 recurred. Top: Superconductors +14.1%.

Strong themes8 Top change+14.1% LeaderPower Logics

Average change by strong theme

Average change of member stocks, by theme · descending
Superconductors
+14.1%
Battery
+12.1%
Beauty & Cosmetics
+11.6%
Korea-Listed Chinese Companies
+9.1%
Auto Parts
+8.9%
Robotics (Industrial & Collaborative)
+7.8%
AI & Robotics
+7.0%
Space & Aerospace
+6.2%

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
SuperconductorsPower Logics+30.00%
BatteryPower Logics+30.00%
Beauty & CosmeticsHankook Cosmetics+29.99%
Korea-Listed Chinese CompaniesHeng Sheng Holding Group+29.64%
Auto PartsTaeyang Metal Industrial+11.72%
Robotics (Industrial & Collaborative)Shinsung Delta Tech+15.77%
AI & RoboticsYujin Robot+6.90%
Space & AerospaceTaewoong+21.09%

On Aug 11, every stock rose in all eight strong themes. Superconductors led with an average change of 14.13%, and all 7 of its stocks closed higher.

Power Logics gained 30.0% and led both Superconductors and Battery. Battery averaged 12.11% across 10 stocks, and Wonik Pne rose 29.93% in both groups.

Beauty & Cosmetics extended its streak to 2 days with an average change of 11.6%, led by Hankook Cosmetics at 29.99%. Korea-Listed Chinese Companies came back after a 245-day gap.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Superconductorsrecurred after 4 days+14.1%7/7Power Logics
2Batteryrecurred after 11 days+12.1%10/10Power Logics
3Beauty & Cosmetics2 days running+11.6%8/8Hankook Cosmetics
4Korea-Listed Chinese Companiesrecurred after 245 days+9.1%5/5Heng Sheng Holding Group
5Auto Partsrecurred after 14 days+8.9%9/9Taeyang Metal Industrial
6Robotics (Industrial & Collaborative)recurred after 4 days+7.8%8/8Shinsung Delta Tech
7AI & Roboticsrecurred after 4 days+7.0%8/8Yujin Robot
8Space & Aerospacerecurred after 56 days+6.2%9/9Taewoong

Theme by Theme

1. Superconductors (recurred after 4 days)

StockChangeCloseLeader
Power Logics 047310+30.0%12,870★
Wonik Pne 217820+29.9%10,826
Shinsung Delta Tech 065350+15.8%40,000
Inzi Controls 023800+15.0%10,450
Hanyang Eng 045100+4.3%17,320
Amotech 052710+2.7%10,105
LS ELECTRIC 010120+1.2%20,060

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2. Battery (recurred after 11 days)

StockChangeCloseLeader
Power Logics 047310+30.0%12,870★
Wonik Pne 217820+29.9%10,826
Shinsung Delta Tech 065350+15.8%40,000
Isu Specialty Chemical 457190+7.0%44,400
SKC 011790+6.9%97,471
Solus Advanced Materials 336370+6.7%17,825
Aluko 001780+6.6%4,200
Lotte Energy Materials 020150+6.3%57,500
mPlus 259630+6.2%15,370
Philenergy 378340+5.7%29,500

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3. Beauty & Cosmetics (2 days running)

StockChangeCloseLeader
Hankook Cosmetics 123690+30.0%9,710★
Coreana Cosmetics 027050+13.0%3,875
C&C International 352480+10.7%65,400
Hankook Cosmetics Manufacturing 003350+10.6%6,780
CSA Cosmic 083660+8.1%1,377
Cosmax 192820+7.5%133,100
Daebonglsco 078140+6.8%13,200
Tonymoly 214420+6.2%6,500

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4. Korea-Listed Chinese Companies (recurred after 245 days)

StockChangeCloseLeader
Heng Sheng Holding Group 900270+29.6%3,022★
Cayman Golden Century Wheel Group 900280+8.5%205
Rothwell International 900260+3.9%810
Global SM Tech 900070+2.2%1,422
Wing Yip Food Holdings Group 900340+1.3%3,746

5. Auto Parts (recurred after 14 days)

StockChangeCloseLeader
Inzi Controls 023800+15.0%10,450
Taeyang Metal Industrial 004100+11.7%2,040★
Myoung Shin Industry 009900+9.6%20,850
MS Autotech Company 123040+9.3%5,210
Seoyon E-hwa 200880+8.0%22,950
SM Bexel 010580+7.8%2,500
Hwashin 010690+6.6%16,580
Daeho Al 069460+6.1%12,550
Dgenx 113810+5.7%1,130

6. Robotics (Industrial & Collaborative) (recurred after 4 days)

StockChangeCloseLeader
Shinsung Delta Tech 065350+15.8%40,000★
SBB Tech 389500+13.4%48,750
Robostar 090360+7.7%33,500
Smec 099440+6.4%2,406
KPF 024880+5.0%5,290
T-Robotics 117730+4.8%28,650
Raon Robotics 232680+4.7%9,900
Neuromeka 348340+4.4%34,781

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7. AI & Robotics (recurred after 4 days)

StockChangeCloseLeader
Curexo 060280+9.0%19,160
Emro 058970+8.4%77,000
Robostar 090360+7.7%33,500
Robotis 108490+7.7%29,214
Yujin Robot 056080+6.9%9,910★
Smec 099440+6.4%2,406
Konan Technology Incorporation 402030+5.0%42,225
T-Robotics 117730+4.8%28,650

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8. Space & Aerospace (recurred after 56 days)

StockChangeCloseLeader
Taewoong 044490+21.1%19,640★
Vitzro Tech 042370+8.5%8,810
Korea Aerospace Industries 047810+4.9%49,300
Hyundai-Rotem 064350+4.5%30,250
Isupetasys 007660+4.4%31,217
Hanyang Eng 045100+4.3%17,320
SatrecInitiative 099320+3.2%29,250
Firstec 010820+2.5%3,700
Kencoa Aerospace 274090+2.3%13,590

Closing Thoughts

Superconductors rose even though an Aug 10 headline said LK-99 is not a superconductor. Another report asked whether algorithmic trading was behind the sharp swings in these themes.

News coverage linked the Beauty & Cosmetics run to China allowing group tours. Next to watch: whether that streak continues, and whether one-day themes like Auto Parts and Space & Aerospace show up again.