Mar 27: 8 Strong Themes — Battery, EV
8 strong themes — 1 running · 7 recurred. Top: Battery +10.9%.
Strong themes8
Top change+10.9%
LeaderSolus Advanced Materials
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 | Solus Advanced Materials | +29.94% | |
| EV | Solus Advanced Materials | +29.94% | |
| Semiconductor Equipment | Yest | +21.15% | |
| HBM (High Bandwidth Memory) | Ycchem | +30.00% | |
| Beauty & Cosmetics | Naturecell | +21.62% | |
| Autonomous Driving | DA Technology | +29.78% | |
| Power Equipment | Cheryong Electric | +10.01% | |
| Travel | SM Culture & Contents | +9.27% |
On Mar 27, every stock in all eight strong themes closed higher. Battery led with an average change of 10.91%, with all 10 of its names up.
Solus Advanced Materials rose 29.94% and led both Battery and EV. News that day reported AI copper foil approval and supply.
Semiconductor Equipment was the only theme on a 2-day streak, averaging 8.83% behind Yest at 21.15%. In HBM (High Bandwidth Memory), Ycchem rose 30.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 8 days | +10.9% | 10/10 | Solus Advanced Materials |
| 2 | EV | recurred after 8 days | +9.3% | 9/9 | Solus Advanced Materials |
| 3 | Semiconductor Equipment | 2 days running | +8.8% | 10/10 | Yest |
| 4 | HBM (High Bandwidth Memory) | recurred after 6 days | +7.6% | 10/10 | Ycchem |
| 5 | Beauty & Cosmetics | recurred after 7 days | +6.5% | 10/10 | Naturecell |
| 6 | Autonomous Driving | recurred after 7 days | +5.3% | 10/10 | DA Technology |
| 7 | Power Equipment | recurred after 9 days | +5.0% | 10/10 | Cheryong Electric |
| 8 | Travel | recurred after 83 days | +4.2% | 4/4 | SM Culture & Contents |
Theme by Theme
1. Battery (recurred after 8 days)
- Episode: started 2024-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Solus Advanced Materials 336370 | +29.9% | 16,970 | ★ |
DA Technology 196490 | +29.8% | 462 | |
HBL 452190 | +12.2% | 8,470 | |
A.f.w 312610 | +7.8% | 2,350 | |
Enchem 348370 | +6.8% | 227,000 | |
Kwangmu 029480 | +5.8% | 4,095 | |
Ecopro 086520 | +4.5% | 674,000 | |
Innometry 302430 | +4.4% | 12,850 | |
Zaigle 234920 | +4.1% | 8,870 | |
Avaco 083930 | +3.8% | 16,930 |
Related news
- [특징주] 솔루스첨단소재, AI 동박 납품 소식에 20%대 급등 — 서울경제 (Korean)
- 코스피, 기관 매도에 약보합세 출발…솔루스첨단소재 강세 — 이데일리 (Korean)
- [특징주]솔루스첨단소재, AI가속기용 동박 승인 소식에 20%대↑ — 이데일리 (Korean)
2. EV (recurred after 8 days)
- Episode: started 2024-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Solus Advanced Materials 336370 | +29.9% | 16,970 | ★ |
Samwha Electric 009470 | +14.8% | 29,050 | |
HBL 452190 | +12.2% | 8,470 | |
Enchem 348370 | +6.8% | 227,000 | |
Dae-il 092200 | +6.4% | 5,330 | |
LS ELECTRIC 010120 | +4.9% | 98,800 | |
Seojin System 178320 | +3.7% | 25,350 | |
Sangsinenergydisplayprecision 091580 | +3.1% | 19,410 | |
Myoung Shin Industry 009900 | +2.3% | 15,820 |
Related news
- [특징주] 솔루스첨단소재, AI 동박 납품 소식에 20%대 급등 — 서울경제 (Korean)
- 코스피, 기관 매도에 약보합세 출발…솔루스첨단소재 강세 — 이데일리 (Korean)
- [특징주]솔루스첨단소재, AI가속기용 동박 승인 소식에 20%대↑ — 이데일리 (Korean)
3. Semiconductor Equipment (2 days running)
- Episode: started 2024-03-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Yest 122640 | +21.1% | 28,350 | ★ |
Point Engineering 256630 | +10.4% | 1,620 | |
HanaMicron 067310 | +10.4% | 28,150 | |
Di 003160 | +10.2% | 10,560 | |
EugeneTechnology 084370 | +7.5% | 42,450 | |
Auros Technology 322310 | +6.7% | 35,000 | |
Techwing 089030 | +6.7% | 35,200 | |
Tse 131290 | +5.7% | 59,000 | |
KoMi 183300 | +4.8% | 74,100 | |
Tokai Carbon Korea 064760 | +4.8% | 110,300 |
Related news
- [장중수급포착] 예스티, 외국인/기관 동시 순매수… 주가 +7.91% — 뉴스핌 (Korean)
- [장중수급포착] 예스티, 외국인 36,000주 대량 순매수… 주가 +6.19% — 뉴스핌 (Korean)
4. HBM (High Bandwidth Memory) (recurred after 6 days)
- Episode: started 2024-03-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ycchem 112290 | +30.0% | 18,070 | ★ |
Yest 122640 | +21.1% | 28,350 | |
Auros Technology 322310 | +6.7% | 35,000 | |
Dit 110990 | +3.7% | 19,130 | |
Systems Technology 039440 | +3.5% | 36,650 | |
SK hynix 000660 | +2.6% | 181,200 | |
Laserssel 412350 | +2.6% | 8,800 | |
PSK Holdings 031980 | +2.3% | 49,000 | |
Openedges Technology 394280 | +1.9% | 28,700 | |
Quality Reliability Technology 405100 | +1.9% | 32,800 |
Related news
- HBM 승자는 결국 SK하이닉스?…“주가 20% 더 오른다” — 매일경제 (Korean)
5. Beauty & Cosmetics (recurred after 7 days)
- Episode: started 2024-03-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Naturecell 007390 | +21.6% | 10,180 | ★ |
From Bio 377220 | +8.3% | 2,950 | |
Apr 278470 | +5.3% | 278,500 | |
iFamilySC 114840 | +5.2% | 20,600 | |
Kodi 080530 | +5.1% | 2,785 | |
Cosmecca Korea 241710 | +4.5% | 34,450 | |
BL Pharmtech 065170 | +4.5% | 484 | |
VT 018290 | +3.8% | 17,420 | |
Englewood Lab 950140 | +3.5% | 12,590 | |
Neopharm 092730 | +3.4% | 24,200 |
Related news
- [장중수급포착] 네이처셀, 기관 6일 연속 순매수행진… 주가 +28.32% — 뉴스핌 (Korean)
6. Autonomous Driving (recurred after 7 days)
- Episode: started 2024-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DA Technology 196490 | +29.8% | 462 | ★ |
Hyundai Autoever 307950 | +4.5% | 151,100 | |
SK hynix 000660 | +2.6% | 181,200 | |
Finedigital 038950 | +2.6% | 4,765 | |
Chips&Media 094360 | +2.5% | 27,000 | |
Samsung Electro-mechanics 009150 | +2.3% | 149,300 | |
A-Tech Solution 071670 | +2.3% | 10,710 | |
Mcnex 097520 | +2.2% | 25,350 | |
i3system 214430 | +2.2% | 48,850 | |
Mobile Appliance 087260 | +2.0% | 2,330 |
7. Power Equipment (recurred after 9 days)
- Episode: started 2024-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cheryong Electric 033100 | +10.0% | 37,900 | ★ |
Hyosung Heavy Industries 298040 | +7.9% | 260,500 | |
Iljin Electric 103590 | +7.2% | 20,700 | |
LS 006260 | +6.5% | 115,600 | |
LS ELECTRIC 010120 | +4.9% | 98,800 | |
SemyungElectricMachinery 017510 | +4.4% | 3,115 | |
Gaon Cable 000500 | +3.2% | 29,300 | |
Taihan Cable & Solution 001440 | +2.7% | 10,400 | |
KEPCO Plant Service & Engineering 051600 | +1.7% | 36,400 | |
Doosan Enerbility 034020 | +1.6% | 17,480 |
8. Travel (recurred after 83 days)
- Episode: started 2024-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SM Culture & Contents 048550 | +9.3% | 1,862 | ★ |
Lotte Tour Development 032350 | +5.7% | 9,990 | |
Very Good Tour 094850 | +1.3% | 7,240 | |
RedcapTour 038390 | +0.5% | 15,560 |
Closing Thoughts
Most themes came back after gaps of 6 to 9 days, but Travel returned after 83 days, led by SM Culture & Contents at 9.27%. It is not yet clear whether these moves will last beyond one session.
Semiconductor Equipment’s 2-day streak is the one to follow for continuity. Power Equipment, led by Cheryong Electric at 10.01%, posted an average change of 5.0%.