Nov 30: 8 Strong Themes — Battery (Solid-State), Political Ties (Han Dong-hoon)
8 strong themes — 8 recurred. Top: Battery (Solid-State) +13.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery (Solid-State) | Isu Specialty Chemical | +28.36% | |
| Political Ties (Han Dong-hoon) | Taeyang Metal Industrial | +29.91% | |
| Semiconductor Materials & Components | Megatouch | +22.59% | |
| Shipping | STX Green Logis | +12.17% | |
| Semiconductor Equipment | Zeus | +14.89% | |
| OLED Displays | Narae Nanotech | +6.10% | |
| System Semiconductors | Qualitas 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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery (Solid-State) | recurred after 150 days | +13.6% | 10/10 | Isu Specialty Chemical |
| 2 | Political Ties (Han Dong-hoon) | recurred after 10 days | +9.0% | 7/7 | Taeyang Metal Industrial |
| 3 | Semiconductor Materials & Components | recurred after 2 days | +7.0% | 10/10 | Megatouch |
| 4 | Shipping | recurred after 8 days | +6.7% | 6/6 | STX Green Logis |
| 5 | Semiconductor Equipment | recurred after 2 days | +6.6% | 8/8 | Zeus |
| 6 | OLED Displays | recurred after 10 days | +6.0% | 8/8 | Narae Nanotech |
| 7 | System Semiconductors | recurred after 2 days | +4.8% | 10/10 | Qualitas Semiconductor |
| 8 | Metals (Non-Ferrous) | recurred after 6 days | +4.3% | 10/10 | Namsun Aluminium |
Theme by Theme
1. Battery (Solid-State) (recurred after 150 days)
- Episode: started 2023-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-11-30, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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.