Oct 5: 8 Strong Themes — Battery, EV
8 strong themes — 8 recurred. Top: Battery +8.9%.
Strong themes8
Top change+8.9%
LeaderTCC Steel
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 | TCC Steel | +15.77% | |
| EV | Sewon | +30.00% | |
| 5G | Zaram Technology | +6.67% | |
| Telecom Equipment | Zaram Technology | +6.67% | |
| Autonomous Driving | Obigo | +5.32% | |
| Semiconductor Materials & Components | Tiger Elec | +8.92% | |
| Semiconductor Majors (Fabrication) | SK hynix | +4.16% | |
| Semiconductor Equipment | Laserssel | +1.09% |
Every one of the eight strong themes on Oct 5 closed with all of its listed stocks higher. Battery led with an average change of 8.9%, returning after a 20-day gap.
EV came next at 6.02%, driven by Sewon, which rose 30.0%. TCC Steel led the battery group with a 15.77% gain.
Telecom names moved together: 5G rose 5.26% and Telecom Equipment 5.14%. LiComm posted the biggest gain in both themes, at 18.11%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 20 days | +8.9% | 10/10 | TCC Steel |
| 2 | EV | recurred after 23 days | +6.0% | 10/10 | Sewon |
| 3 | 5G | recurred after 15 days | +5.3% | 10/10 | Zaram Technology |
| 4 | Telecom Equipment | recurred after 15 days | +5.1% | 10/10 | Zaram Technology |
| 5 | Autonomous Driving | recurred after 8 days | +4.8% | 10/10 | Obigo |
| 6 | Semiconductor Materials & Components | recurred after 22 days | +4.6% | 10/10 | Tiger Elec |
| 7 | Semiconductor Majors (Fabrication) | recurred after 21 days | +2.8% | 2/2 | SK hynix |
| 8 | Semiconductor Equipment | recurred after 21 days | +2.3% | 10/10 | Laserssel |
Theme by Theme
1. Battery (recurred after 20 days)
- Episode: started 2023-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TCC Steel 002710 | +15.8% | 58,000 | ★ |
Naintech 267320 | +14.7% | 3,710 | |
Youlchon Chemical 008730 | +9.2% | 29,150 | |
Shinsung Delta Tech 065350 | +8.6% | 52,400 | |
Dongwha Enterprise 025900 | +8.3% | 25,033 | |
Sama Aluminium 006110 | +7.4% | 110,000 | |
Dit 110990 | +7.0% | 12,200 | |
Cosmo Advanced Materials & Technology 005070 | +7.0% | 151,900 | |
Cosmochemical 005420 | +6.3% | 37,300 | |
Wooshin Systems 017370 | +4.8% | 6,980 |
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2. EV (recurred after 23 days)
- Episode: started 2023-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sewon 234100 | +30.0% | 10,725 | ★ |
Cosmo Advanced Materials & Technology 005070 | +7.0% | 151,900 | |
Wooshin Systems 017370 | +4.8% | 6,980 | |
LG Chem 051910 | +3.3% | 502,000 | |
Egtronics 377330 | +3.3% | 7,890 | |
Sangsinenergydisplayprecision 091580 | +3.2% | 15,050 | |
LG Energy Solution 373220 | +2.5% | 467,500 | |
L&F 066970 | +2.2% | 161,200 | |
SKC 011790 | +2.0% | 67,205 | |
Kia 000270 | +1.9% | 83,500 |
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3. 5G (recurred after 15 days)
- Episode: started 2023-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LiComm 388790 | +18.1% | 3,750 | |
Solid 050890 | +8.0% | 6,850 | |
HFR 230240 | +7.3% | 22,050 | |
Zaram Technology 389020 | +6.7% | 32,000 | ★ |
Egtronics 377330 | +3.3% | 7,890 | |
Davolink 340360 | +3.0% | 1,489 | |
Ubiquoss 264450 | +2.4% | 10,486 | |
WaveElectronics 095270 | +1.9% | 5,750 | |
PI Advanced Materials 178920 | +0.9% | 26,750 | |
RFHIC 218410 | +0.9% | 14,540 |
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4. Telecom Equipment (recurred after 15 days)
- Episode: started 2023-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LiComm 388790 | +18.1% | 3,750 | |
Solid 050890 | +8.0% | 6,850 | |
HFR 230240 | +7.3% | 22,050 | |
Zaram Technology 389020 | +6.7% | 32,000 | ★ |
Davolink 340360 | +3.0% | 1,489 | |
Ubiquoss 264450 | +2.4% | 10,486 | |
Intellian Technologies 189300 | +2.2% | 80,300 | |
WaveElectronics 095270 | +1.9% | 5,750 | |
RFHIC 218410 | +0.9% | 14,540 | |
Piolink 170790 | +0.8% | 12,640 |
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5. Autonomous Driving (recurred after 8 days)
- Episode: started 2023-10-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LiComm 388790 | +18.1% | 3,750 | |
Smart Radar System 424960 | +7.0% | 13,220 | |
Obigo 352910 | +5.3% | 8,910 | ★ |
SK hynix 000660 | +4.2% | 120,200 | |
DA Technology 196490 | +4.0% | 20,190 | |
ThinkwareSystems 084730 | +2.9% | 14,490 | |
Kia 000270 | +1.9% | 83,500 | |
Sambo Motors 053700 | +1.7% | 5,010 | |
Dhautoware 025440 | +1.6% | 10,640 | |
Finedigital 038950 | +1.4% | 5,200 |
6. Semiconductor Materials & Components (recurred after 22 days)
- Episode: started 2023-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tiger Elec 219130 | +8.9% | 20,750 | ★ |
Dongwoon Anatech 094170 | +6.2% | 18,831 | |
Hana Materials 166090 | +5.9% | 51,500 | |
Tokai Carbon Korea 064760 | +4.7% | 96,100 | |
Micro Contact Solution 098120 | +4.3% | 8,550 | |
Worldexindustry&trading 101160 | +4.0% | 27,500 | |
Welkeeps Hitech 043590 | +3.9% | 2,650 | |
WONIK QnC 074600 | +3.5% | 28,100 | |
LTC 170920 | +2.6% | 8,730 | |
KnJ 272110 | +2.2% | 18,930 |
7. Semiconductor Majors (Fabrication) (recurred after 21 days)
- Episode: started 2023-10-05, day 2
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8. Semiconductor Equipment (recurred after 21 days)
- Episode: started 2023-10-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Tokai Carbon Korea 064760 | +4.7% | 96,100 | |
PSK Holdings 031980 | +4.2% | 21,250 | |
Systems Technology 039440 | +2.6% | 27,150 | |
Jusung Engineering 036930 | +2.5% | 27,200 | |
Wonik IPS 240810 | +2.3% | 32,950 | |
Kctech 281820 | +1.7% | 21,450 | |
HanaMicron 067310 | +1.6% | 21,071 | |
Nextin 348210 | +1.5% | 60,900 | |
Pemtron 168360 | +1.3% | 9,565 | |
Laserssel 412350 | +1.1% | 10,013 | ★ |
Closing Thoughts
Zaram Technology leads both telecom themes, and the supply-contract headlines around it are the thread to follow. Autonomous Driving, up 4.81%, returned after a gap of just 8 days.
Chip themes rose less: Semiconductor Materials & Components gained 4.6% and Semiconductor Equipment 2.34%. The next marker is whether SK hynix, up 4.16%, stays ahead of its fabrication peers.