Mar 7: 8 Strong Themes — Battery, Battery (Solid-State)
8 strong themes — 3 running · 5 recurred. Top: Battery +16.9%.
Strong themes8
Top change+16.9%
LeaderPhilenergy
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 | Philenergy | +29.98% | |
| Battery (Solid-State) | meerecompanyIncorporated | +16.55% | |
| Semiconductor Equipment | JNB | +29.96% | |
| Korea-Listed Chinese Companies | Wing Yip Food Holdings Group | +29.98% | |
| Cancer Immunotherapy | Y-Biologics | +2.31% | |
| Semiconductor Materials & Components | Lake Materials | +11.16% | |
| CXL (Compute Express Link) | Exicon | +16.08% | |
| Pharma | Aprogen Biologics | +6.33% |
Battery led the Mar 7 session with an average change of 16.95%, and all 9 of its stocks closed higher. Philenergy topped the group with a 29.98% gain.
The rally spilled into Battery (Solid-State), which posted an average change of 8.56%. Samsung SDI rose 13.03% and appears in both battery groups.
Semiconductor Equipment posted an average change of 8.29%, and JNB jumped 29.96%. Wing Yip Food Holdings Group rose 29.98%, lifting Korea-Listed Chinese Companies to an average change of 5.68%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 16 days | +16.9% | 9/9 | Philenergy |
| 2 | Battery (Solid-State) | recurred after 2 days | +8.6% | 9/9 | meerecompanyIncorporated |
| 3 | Semiconductor Equipment | recurred after 3 days | +8.3% | 10/10 | JNB |
| 4 | Korea-Listed Chinese Companies | recurred after 42 days | +5.7% | 10/10 | Wing Yip Food Holdings Group |
| 5 | Cancer Immunotherapy | 2 days running | +5.0% | 10/10 | Y-Biologics |
| 6 | Semiconductor Materials & Components | recurred after 3 days | +4.0% | 10/10 | Lake Materials |
| 7 | CXL (Compute Express Link) | 2 days running | +3.6% | 6/6 | Exicon |
| 8 | Pharma | 2 days running | +3.4% | 9/9 | Aprogen Biologics |
Theme by Theme
1. Battery (recurred after 16 days)
- Episode: started 2024-03-07, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Philenergy 378340 | +30.0% | 26,450 | ★ |
Zaigle 234920 | +19.8% | 8,100 | |
Dongwon Systems 014820 | +17.9% | 41,600 | |
Hannong Chemicals 011500 | +17.4% | 21,750 | |
meerecompanyIncorporated 049950 | +16.6% | 32,400 | |
Samsung SDI 006400 | +13.0% | 412,000 | |
KNS 432470 | +13.0% | 37,400 | |
Sangsinenergydisplayprecision 091580 | +12.5% | 18,000 | |
NanoTIM 417010 | +12.5% | 13,150 |
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2. Battery (Solid-State) (recurred after 2 days)
- Episode: started 2024-03-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hannong Chemicals 011500 | +17.4% | 21,750 | |
meerecompanyIncorporated 049950 | +16.6% | 32,400 | ★ |
Samsung SDI 006400 | +13.0% | 412,000 | |
Isu Specialty Chemical 457190 | +7.7% | 344,500 | |
Tsi 277880 | +6.3% | 8,770 | |
Avaco 083930 | +4.8% | 13,740 | |
Tapex 055490 | +4.3% | 22,900 | |
DaejooElectronicMaterials 078600 | +3.7% | 81,000 | |
LG Energy Solution 373220 | +3.2% | 399,500 |
Related news
- 삼성SDI·LG엔솔 차세대 배터리 로드맵 공개에 2차전지株 ‘강세’ — 서울경제 (Korean)
- 코스피, 사흘 만에 반등…2차전지주 ‘강세’ — 한국경제 (Korean)
3. Semiconductor Equipment (recurred after 3 days)
- Episode: started 2024-03-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
JNB 452160 | +30.0% | 12,320 | ★ |
Exicon 092870 | +16.1% | 22,600 | |
Tokai Carbon Korea 064760 | +6.7% | 102,900 | |
K-ensol 053080 | +6.5% | 20,100 | |
Xavis 254120 | +6.4% | 2,315 | |
Wot 396470 | +4.8% | 11,420 | |
Imt 451220 | +4.1% | 23,050 | |
Neosem 253590 | +2.9% | 15,390 | |
Seojin System 178320 | +2.8% | 22,000 | |
Di 003160 | +2.6% | 12,390 |
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4. Korea-Listed Chinese Companies (recurred after 42 days)
- Episode: started 2024-03-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wing Yip Food Holdings Group 900340 | +30.0% | 1,435 | ★ |
Rothwell International 900260 | +8.3% | 784 | |
Coloray International Investment 900310 | +4.5% | 812 | |
Organic Tea Cosmetics Holdings 900300 | +4.0% | 77 | |
Cayman Golden Century Wheel Group 900280 | +3.1% | 133 | |
China Crystal New Material Holdings 900250 | +2.3% | 1,338 | |
Heng Sheng Holding Group 900270 | +2.3% | 224 | |
Great Rich Technologies 900290 | +1.3% | 3,420 | |
CXI Healthcare Technology Group 900120 | +0.8% | 129 | |
Global SM Tech 900070 | +0.2% | 519 |
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5. Cancer Immunotherapy (2 days running)
- Episode: started 2024-03-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
NKGen Biotech Korea 182400 | +20.9% | 2,295 | |
Chabiotech 085660 | +5.4% | 19,060 | |
Dong-a ST 170900 | +4.7% | 85,300 | |
NeoImmuneTech 950220 | +3.7% | 1,668 | |
Vaxcell-Bio Therapeutics 323990 | +3.7% | 21,150 | |
TiumBio 321550 | +3.6% | 8,320 | |
SillaJen 215600 | +3.1% | 4,775 | |
Y-Biologics 338840 | +2.3% | 11,510 | ★ |
Eutilex 263050 | +1.9% | 2,740 | |
Qurient 115180 | +1.1% | 4,645 |
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6. Semiconductor Materials & Components (recurred after 3 days)
- Episode: started 2024-03-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Lake Materials 281740 | +11.2% | 23,400 | ★ |
Tokai Carbon Korea 064760 | +6.7% | 102,900 | |
Ji-tech 417500 | +4.6% | 5,660 | |
INNOX Advanced Materials 272290 | +4.1% | 33,100 | |
WONIK QnC 074600 | +3.8% | 30,300 | |
WONIK Materials 104830 | +2.6% | 35,400 | |
Hanyang Digitech 078350 | +1.9% | 16,000 | |
DNFCo 092070 | +1.9% | 21,750 | |
ISC 095340 | +1.5% | 80,200 | |
Temc 425040 | +1.2% | 17,450 |
7. CXL (Compute Express Link) (2 days running)
- Episode: started 2024-03-06, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Exicon 092870 | +16.1% | 22,600 | ★ |
Neosem 253590 | +2.9% | 15,390 | |
SK hynix 000660 | +1.2% | 164,900 | |
Qualitas Semiconductor 432720 | +0.7% | 40,600 | |
TLB 356860 | +0.3% | 28,300 | |
OKins Electronics 080580 | +0.2% | 12,020 |
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8. Pharma (2 days running)
- Episode: started 2024-03-06, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Aprogen Biologics 003060 | +6.3% | 168 | ★ |
Telcon RF Pharmaceutical 200230 | +5.0% | 677 | |
Dong-a ST 170900 | +4.7% | 85,300 | |
Samsung Pharmaceutical 001360 | +4.5% | 1,824 | |
Shinil Pharmaceutical 012790 | +2.3% | 7,120 | |
Dong-A Pharmaceutical 000640 | +2.2% | 118,000 | |
JW Pharmaceutical 001060 | +2.2% | 33,000 | |
Vivozon Pharmaceutical 082800 | +1.8% | 3,105 | |
RPbio 314140 | +1.7% | 9,420 |
Closing Thoughts
Cancer Immunotherapy, CXL (Compute Express Link) and Pharma each carried a streak of 2 sessions. The next session will show whether those runs extend.
Battery came back after a 16-day gap, so the next session will show whether it holds up. Semiconductor Materials & Components also rose broadly, with all 10 of its stocks up.