Aug 17: 6 Strong Themes — Battery, Semiconductor Equipment
6 strong themes — 1 running · 5 recurred. Top: Battery +11.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery | Enplus | +12.50% | |
| Semiconductor Equipment | Mirae | +29.95% | |
| Lithium | Mirae | +29.95% | |
| EV | Samkee | +12.45% | |
| Semiconductor Materials & Components | MKElectron | +3.19% | |
| iPhone Supply Chain | HyVISION SYSTEM | +5.00% |
On Aug 17, all six strong themes finished with every one of their stocks higher. Battery led the group with an average change of 11.26%, and all 8 of its stocks rose.
Mirae posted the day’s biggest gain at 29.95% and led both Semiconductor Equipment and Lithium. News reports linked the jump to its bonus-issue ex-rights day.
Battery names showed up in more than one theme: Enplus, Kumyang and Ecopro appeared in both Battery and Lithium. Shinsung Delta Tech rose 15.19% on volume of 26926945 shares.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 6 days | +11.3% | 8/8 | Enplus |
| 2 | Semiconductor Equipment | 2 days running | +8.9% | 10/10 | Mirae |
| 3 | Lithium | recurred after 8 days | +8.8% | 10/10 | Mirae |
| 4 | EV | recurred after 23 days | +5.8% | 9/9 | Samkee |
| 5 | Semiconductor Materials & Components | recurred after 6 days | +4.4% | 10/10 | MKElectron |
| 6 | iPhone Supply Chain | recurred after 45 days | +2.4% | 10/10 | HyVISION SYSTEM |
Theme by Theme
1. Battery (recurred after 6 days)
- Episode: started 2023-08-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung Delta Tech 065350 | +15.2% | 59,900 | |
Enplus 074610 | +12.5% | 69,300 | ★ |
Jeio 418550 | +12.2% | 30,300 | |
Naintech 267320 | +11.8% | 3,705 | |
Aekyung Chemical 161000 | +11.3% | 17,380 | |
Kumyang 001570 | +10.6% | 132,500 | |
Ecopro 086520 | +8.9% | 218,571 | |
INNOXCorporation 088390 | +7.7% | 30,950 |
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2. Semiconductor Equipment (2 days running)
- Episode: started 2023-08-16, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae 025560 | +29.9% | 81,217 | ★ |
Pamtek 271830 | +9.6% | 4,400 | |
Systems Technology 039440 | +9.4% | 28,450 | |
Tfe 425420 | +7.6% | 24,050 | |
PSK Holdings 031980 | +6.4% | 29,900 | |
The Codi 224060 | +5.6% | 6,390 | |
Justem 417840 | +5.6% | 4,807 | |
Laserssel 412350 | +5.3% | 10,049 | |
Jusung Engineering 036930 | +5.0% | 25,250 | |
Auros Technology 322310 | +5.0% | 22,250 |
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3. Lithium (recurred after 8 days)
- Episode: started 2023-08-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae 025560 | +29.9% | 81,217 | ★ |
Enplus 074610 | +12.5% | 69,300 | |
Kumyang 001570 | +10.6% | 132,500 | |
Ecopro 086520 | +8.9% | 218,571 | |
Chunbo 278280 | +6.9% | 147,900 | |
Cosmochemical 005420 | +5.6% | 44,819 | |
Foosung 093370 | +4.5% | 11,739 | |
Posco Future M 003670 | +3.4% | 411,474 | |
Ev Advanced Material 131400 | +3.4% | 4,570 | |
Lithium-for-earth 073570 | +2.6% | 75,006 |
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4. EV (recurred after 23 days)
- Episode: started 2023-08-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samkee 122350 | +12.4% | 2,755 | ★ |
Wooshin Systems 017370 | +7.6% | 10,770 | |
Hyundai Industrial 170030 | +6.9% | 7,440 | |
L&F 066970 | +6.8% | 227,000 | |
Dae-il 092200 | +5.6% | 4,810 | |
A-jin Industry 013310 | +4.3% | 4,153 | |
Cosmo Advanced Materials & Technology 005070 | +3.0% | 151,730 | |
HT Robotics 396300 | +3.0% | 4,535 | |
Sungho Electronics 043260 | +2.8% | 1,645 |
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5. Semiconductor Materials & Components (recurred after 6 days)
- Episode: started 2023-08-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Chunbo 278280 | +6.9% | 147,900 | |
Worldexindustry&trading 101160 | +6.2% | 27,400 | |
ISC 095340 | +5.4% | 100,200 | |
Dongwoon Anatech 094170 | +5.2% | 24,895 | |
Foosung 093370 | +4.5% | 11,739 | |
LTC 170920 | +3.5% | 9,600 | |
Temc 425040 | +3.2% | 19,875 | |
MKElectron 033160 | +3.2% | 14,230 | ★ |
Ji-tech 417500 | +3.2% | 4,705 | |
Mi 059090 | +3.1% | 10,870 |
6. iPhone Supply Chain (recurred after 45 days)
- Episode: started 2023-08-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HyVISION SYSTEM 126700 | +5.0% | 21,000 | ★ |
Duk San Neolux 213420 | +3.8% | 45,150 | |
LG Innotek 011070 | +3.4% | 260,500 | |
Protec 053610 | +3.2% | 43,050 | |
BHCo 090460 | +2.4% | 23,700 | |
Interflex 051370 | +2.0% | 10,360 | |
INNOX Advanced Materials 272290 | +2.0% | 38,850 | |
Samsung SDI 006400 | +1.2% | 595,252 | |
LG Display 034220 | +0.8% | 12,422 | |
LX Semicon 108320 | +0.7% | 90,900 |
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Closing Thoughts
Semiconductor Equipment was the only theme rising for a second straight session, with a streak of 2. The other themes came back after gaps of 6 to 45 days.
Samkee rose 12.45% on news of a bonus share issue, and iPhone Supply Chain moved on reports that Apple asked for more iPhone 15 output. The next sessions will show whether these catalysts keep holding up.