Nov 30: 8 Strong Themes — Battery (Solid-State), Political Ties (Han Dong-hoon)

November 30, 2023 · #Battery (Solid-State) #Political Ties (Han Dong-hoon) #Semiconductor Materials & Components #Shipping #Semiconductor Equipment #OLED Displays #System Semiconductors #Metals (Non-Ferrous)

8 strong themes — 8 recurred. Top: Battery (Solid-State) +13.6%.

Strong themes8 Top change+13.6% LeaderIsu Specialty Chemical

Average change by strong theme

Average change of member stocks, by theme · descending
Battery (Solid-State)
+13.6%
Political Ties (Han Dong-hoon)
+9.0%
Semiconductor Materials & Components
+7.0%
Shipping
+6.7%
Semiconductor Equipment
+6.6%
OLED Displays
+6.0%
System Semiconductors
+4.8%
Metals (Non-Ferrous)
+4.3%

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
Battery (Solid-State)Isu Specialty Chemical+28.36%
Political Ties (Han Dong-hoon)Taeyang Metal Industrial+29.91%
Semiconductor Materials & ComponentsMegatouch+22.59%
ShippingSTX Green Logis+12.17%
Semiconductor EquipmentZeus+14.89%
OLED DisplaysNarae Nanotech+6.10%
System SemiconductorsQualitas Semiconductor+9.36%
Metals (Non-Ferrous)Namsun Aluminium+9.05%

On Nov 30, 2023, Battery (Solid-State) led the session with an average change of 13.57%, and all 10 of its stocks rose. The theme returned after a 150-day gap.

Hannong Chemicals rose 29.92% and leader Isu Specialty Chemical gained 28.36%. Political Ties (Han Dong-hoon) averaged 9.03%, led by Taeyang Metal Industrial’s 29.91% jump.

Chip stocks rose broadly. Semiconductor Materials & Components averaged 6.97%, with Megatouch up 22.59%. Semiconductor Equipment added 6.62% on average, led by Zeus at 14.89%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery (Solid-State)recurred after 150 days+13.6%10/10Isu Specialty Chemical
2Political Ties (Han Dong-hoon)recurred after 10 days+9.0%7/7Taeyang Metal Industrial
3Semiconductor Materials & Componentsrecurred after 2 days+7.0%10/10Megatouch
4Shippingrecurred after 8 days+6.7%6/6STX Green Logis
5Semiconductor Equipmentrecurred after 2 days+6.6%8/8Zeus
6OLED Displaysrecurred after 10 days+6.0%8/8Narae Nanotech
7System Semiconductorsrecurred after 2 days+4.8%10/10Qualitas Semiconductor
8Metals (Non-Ferrous)recurred after 6 days+4.3%10/10Namsun Aluminium

Theme by Theme

1. Battery (Solid-State) (recurred after 150 days)

StockChangeCloseLeader
Hannong Chemicals 011500+29.9%14,590
Lemon 294140+29.8%5,148
Isu Specialty Chemical 457190+28.4%38,560★
meerecompanyIncorporated 049950+11.2%33,400
SFA Nexel 222080+7.9%11,650
Tsi 277880+6.7%9,720
Dongwha Enterprise 025900+6.7%27,556
Ev Advanced Material 131400+5.5%3,520
Avaco 083930+4.9%14,530
Mi 059090+4.8%9,130

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2. Political Ties (Han Dong-hoon) (recurred after 10 days)

StockChangeCloseLeader
Taeyang Metal Industrial 004100+29.9%4,170★
Noul 376930+9.9%4,925
Dt&cro 383930+8.7%8,480
Opasnet 173130+5.0%14,317
Chasys 033250+3.9%13,850
UNID btplus 446070+3.6%8,440
Kumbi 008870+2.1%81,000

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3. Semiconductor Materials & Components (recurred after 2 days)

StockChangeCloseLeader
Megatouch 446540+22.6%7,110★
Lake Materials 281740+9.1%14,650
DNFCo 092070+7.9%23,850
Welkeeps Hitech 043590+5.6%2,646
Temc 425040+5.6%19,850
ISC 095340+4.9%88,100
Mi 059090+4.8%9,130
HanaMicron 067310+3.6%25,602
Dongjin Semichem 005290+3.0%38,450
Haesung DS 195870+2.7%57,600

4. Shipping (recurred after 8 days)

StockChangeCloseLeader
STX Green Logis 465770+12.2%12,810★
Heung-a Shipping 003280+11.6%2,210
Korea Line 005880+8.4%1,952
KSS Line 044450+3.8%8,930
Pan Ocean 028670+3.5%4,525
HMM 011200+0.3%15,490

5. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
Zeus 079370+14.9%15,816★
HPSP 403870+8.2%46,400
Pamtek 271830+7.8%3,710
Tfe 425420+5.1%40,350
Nepes Ark 330860+4.7%25,800
PSK Holdings 031980+4.2%27,500
HANMI Semiconductor 042700+4.1%63,600
Xavis 254120+4.1%2,175

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6. OLED Displays (recurred after 10 days)

StockChangeCloseLeader
meerecompanyIncorporated 049950+11.2%33,400
Hansol Chemical 014680+7.4%201,000
Narae Nanotech 137080+6.1%6,260★
Welkeeps Hitech 043590+5.6%2,646
T-Robotics 117730+5.2%23,100
Naintech 267320+4.9%3,405
Avaco 083930+4.9%14,530
Jusung Engineering 036930+2.9%35,250

7. System Semiconductors (recurred after 2 days)

StockChangeCloseLeader
Qualitas Semiconductor 432720+9.4%28,490★
DB HiTek 000990+6.5%61,900
Doosan Tesna 131970+6.0%63,400
Nepes Ark 330860+4.7%25,800
HANMI Semiconductor 042700+4.1%63,600
Sigetronics 429270+4.0%11,941
HanaMicron 067310+3.6%25,602
I&C Technology 052860+3.6%2,870
Openedges Technology 394280+3.5%21,950
LEENO Industrial 058470+3.1%40,006

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8. Metals (Non-Ferrous) (recurred after 6 days)

StockChangeCloseLeader
Namsun Aluminium 008350+9.1%2,290★
Sama Aluminium 006110+7.6%129,400
Almac 354320+7.4%49,950
Seowon 021050+3.6%1,467
Posco M-tech 009520+3.4%24,450
Poongsan Holdings 005810+2.7%24,146
Choil Aluminum 018470+2.6%2,160
Leeku Industrial 025820+2.4%3,890
Tplex 081150+2.1%3,210
Green Plus 186230+2.0%7,230

Closing Thoughts

Shipping is the only theme whose episode runs past this session, through 2023-12-04 over 5 days. STX Green Logis led with 12.17%, while HMM moved just 0.26%.

Every theme was a recurrence on a streak of 1, so the next session will show whether the moves continue. Gaps ranged from 2 days for the chip themes to 150 days for solid-state batteries.