Oct 17: 8 Strong Themes — Lithium, Semiconductor Equipment
8 strong themes — 8 recurred. Top: Lithium +15.2%.
Strong themes8
Top change+15.2%
LeaderHydro Lithium
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 |
|---|---|---|---|
| Lithium | Hydro Lithium | +29.99% | |
| Semiconductor Equipment | Mirae | +27.78% | |
| Nuclear Fusion | Mobiis | +29.81% | |
| Games | Staco Link | +10.40% | - |
| Defense & War | Vitzro Tech | +23.03% | |
| Battery | Kangwon Energy | +6.19% | |
| Beauty & Cosmetics | Able C&C | +8.68% | |
| Semiconductor Materials & Components | S&S Tech | +9.46% |
On 2023-10-17, all eight strong themes closed with every listed stock higher. Lithium led with an average change of 15.23%, and all 10 of its stocks rose.
Hydro Lithium, the theme’s leader, gained 29.99% as news pointed to a rebound in lithium prices. Semiconductor Equipment followed with an average change of 13.44%, led by Mirae at 27.78%.
Nuclear Fusion averaged 10.45%, with leader Mobiis up 29.81% after news that it would cancel its own bonds. Vitzro Tech, up 23.03%, also led Defense & War.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Lithium | recurred after 42 days | +15.2% | 10/10 | Hydro Lithium |
| 2 | Semiconductor Equipment | recurred after 5 days | +13.4% | 10/10 | Mirae |
| 3 | Nuclear Fusion | recurred after 26 days | +10.4% | 6/6 | Mobiis |
| 4 | Games | recurred after 5 days | +8.1% | 10/10 | Staco Link |
| 5 | Defense & War | recurred after 7 days | +7.0% | 10/10 | Vitzro Tech |
| 6 | Battery | recurred after 5 days | +6.8% | 10/10 | Kangwon Energy |
| 7 | Beauty & Cosmetics | recurred after 20 days | +6.6% | 10/10 | Able C&C |
| 8 | Semiconductor Materials & Components | recurred after 5 days | +5.5% | 10/10 | S&S Tech |
Theme by Theme
1. Lithium (recurred after 42 days)
- Episode: started 2023-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hydro Lithium 101670 | +30.0% | 15,560 | ★ |
Lithium-for-earth 073570 | +29.9% | 61,198 | |
Ev Advanced Material 131400 | +29.9% | 4,775 | |
Mirae 025560 | +27.8% | 49,462 | |
Wellbiotec 010600 | +10.8% | 2,465 | |
MNTECHCo 095500 | +6.9% | 18,700 | |
Kangwon Energy 114190 | +6.2% | 22,300 | |
Kwangmu 029480 | +5.4% | 2,650 | |
Daebo Magnetic 290670 | +3.2% | 32,300 | |
Sebitchem 107600 | +2.3% | 67,600 |
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2. Semiconductor Equipment (recurred after 5 days)
- Episode: started 2023-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae 025560 | +27.8% | 49,462 | ★ |
Imt 451220 | +22.2% | 31,700 | |
Auros Technology 322310 | +16.0% | 20,300 | |
Justem 417840 | +11.1% | 4,444 | |
Seojin System 178320 | +10.7% | 17,650 | |
Yest 122640 | +10.3% | 14,510 | |
Pemtron 168360 | +9.8% | 10,700 | |
Techwing 089030 | +9.1% | 8,050 | |
Neosem 253590 | +9.1% | 4,150 | |
PSK Holdings 031980 | +8.5% | 28,100 |
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3. Nuclear Fusion (recurred after 26 days)
- Episode: started 2023-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mobiis 250060 | +29.8% | 6,380 | ★ |
Vitzro Tech 042370 | +23.0% | 9,670 | |
Dawonsys 068240 | +4.2% | 15,148 | |
Kiswire 002240 | +2.2% | 19,032 | |
Samwha Capacitor 001820 | +2.0% | 35,250 | |
Iljin Power 094820 | +1.3% | 11,520 |
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4. Games (recurred after 5 days)
- Episode: started 2023-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Neowiz 095660 | +15.8% | 27,550 | |
Neowiz Holdings 042420 | +12.7% | 21,950 | |
Staco Link 060240 | +10.4% | 18,496 | ★ |
Actoz Soft 052790 | +9.7% | 7,680 | |
Nexus 205500 | +7.8% | 1,225 | |
Skonec Entertainment 276040 | +5.3% | 6,279 | |
JoyCity 067000 | +5.2% | 2,615 | |
PearlAbyss 263750 | +4.7% | 48,600 | |
NEXON Games 225570 | +4.6% | 15,400 | |
Webzen 069080 | +4.1% | 13,350 |
5. Defense & War (recurred after 7 days)
- Episode: started 2023-10-17, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Vitzro Tech 042370 | +23.0% | 9,670 | ★ |
Huneed Technologies 005870 | +18.8% | 7,600 | |
Kocom 015710 | +4.6% | 4,805 | |
Victek 065450 | +4.4% | 5,430 | |
SNT Motiv 064960 | +4.0% | 24,132 | |
Kencoa Aerospace 274090 | +3.5% | 12,940 | |
Samyung ENC 065570 | +3.3% | 5,060 | |
Duksanhimetal 077360 | +3.2% | 7,110 | |
Kisan Telecom 035460 | +3.0% | 2,620 | |
Formetal 119500 | +2.8% | 3,690 |
6. Battery (recurred after 5 days)
- Episode: started 2023-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pemtron 168360 | +9.8% | 10,700 | |
Top Engineering 065130 | +7.9% | 6,390 | |
Dit 110990 | +7.6% | 18,640 | |
Soulbrain 357780 | +7.3% | 256,500 | |
Wonik Pne 217820 | +6.5% | 6,990 | |
Kangwon Energy 114190 | +6.2% | 22,300 | ★ |
Aekyung Chemical 161000 | +6.1% | 13,290 | |
Isu Specialty Chemical 457190 | +5.8% | 36,680 | |
HB Technology 078150 | +5.6% | 2,915 | |
HYTC 148930 | +5.4% | 6,990 |
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7. Beauty & Cosmetics (recurred after 20 days)
- Episode: started 2023-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Able C&C 078520 | +8.7% | 8,890 | ★ |
Bonne 226340 | +8.4% | 11,165 | |
Cosmax 192820 | +7.9% | 129,800 | |
C&C International 352480 | +7.5% | 58,400 | |
Kangstem Biotech 217730 | +6.3% | 1,372 | |
Englewood Lab 950140 | +6.0% | 14,890 | |
VT 018290 | +5.8% | 18,630 | |
Hankook Cosmetics 123690 | +5.4% | 7,060 | |
Kolmar Korea 161890 | +5.3% | 52,200 | |
It’s Hanbul 226320 | +4.3% | 12,460 |
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8. Semiconductor Materials & Components (recurred after 5 days)
- Episode: started 2023-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S&S Tech 101490 | +9.5% | 47,450 | ★ |
Soulbrain 357780 | +7.3% | 256,500 | |
Nepes 033640 | +5.7% | 17,550 | |
Hanyang Digitech 078350 | +5.6% | 13,720 | |
Ycchem 112290 | +5.0% | 5,187 | |
KEC 092220 | +4.8% | 7,240 | |
Micro Contact Solution 098120 | +4.5% | 9,490 | |
FNS Tech 083500 | +4.2% | 9,120 | |
Tiger Elec 219130 | +4.2% | 20,550 | |
Mi 059090 | +4.1% | 9,650 |
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Closing Thoughts
Every theme was a recurrence on a streak of 1, after gaps from 5 days for Semiconductor Equipment to 42 days for Lithium. The next test is whether any of them lasts beyond a single day.
Defense & War stands apart, with an episode spanning 7 days from 2023-10-17 to 2023-10-23. Every other theme’s episode lasted 1 day.