Jul 3: 8 Strong Themes — EV, Energy Storage (ESS)
8 strong themes — 1 running · 7 recurred. Top: EV +10.6%.
Strong themes8
Top change+10.6%
LeaderHanJungNCS
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 |
|---|---|---|---|
| EV | HanJungNCS | +22.13% | |
| Energy Storage (ESS) | HanJungNCS | +22.13% | |
| Battery | Nsys | +11.87% | |
| Solar | SDN Company | +24.88% | |
| Autonomous Driving | Sos Lab | +10.96% | |
| Holding Companies | CXI Healthcare Technology Group | +4.12% | |
| Securities Brokers | Mirae Asset Securities | +3.21% | |
| Banks | Hana Financial Group | +2.70% |
On 2024-07-03, EV led the session with an average change of 10.58%. All 10 of its stocks rose, and Energy Storage (ESS) followed closely at 10.52%.
Battery-linked names drove the move. Battery averaged 10.38%, and Shinsung ST rose 22.53% in all three top themes. Same-day headlines tied the rally to Tesla.
Solar averaged 9.25%, led by SDN Company at 24.88%. Further down, Autonomous Driving rose 4.69% and Holding Companies 4.66%, while Banks posted a second straight day.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | EV | recurred after 7 days | +10.6% | 10/10 | HanJungNCS |
| 2 | Energy Storage (ESS) | recurred after 1269 days | +10.5% | 10/10 | HanJungNCS |
| 3 | Battery | recurred after 6 days | +10.4% | 10/10 | Nsys |
| 4 | Solar | recurred after 6 days | +9.2% | 10/10 | SDN Company |
| 5 | Autonomous Driving | recurred after 7 days | +4.7% | 10/10 | Sos Lab |
| 6 | Holding Companies | recurred after 26 days | +4.7% | 10/10 | CXI Healthcare Technology Group |
| 7 | Securities Brokers | recurred after 54 days | +1.9% | 9/9 | Mirae Asset Securities |
| 8 | Banks | 2 days running | +1.7% | 7/7 | Hana Financial Group |
Theme by Theme
1. EV (recurred after 7 days)
- Episode: started 2024-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung ST 416180 | +22.5% | 40,250 | |
HanJungNCS 107640 | +22.1% | 41,950 | ★ |
Seojin System 178320 | +17.0% | 34,050 | |
L&F 066970 | +9.2% | 149,300 | |
YM Tech 273640 | +9.1% | 13,130 | |
Nara Mold And Die 051490 | +8.5% | 4,980 | |
Kangwon Energy 114190 | +4.6% | 15,940 | |
Samsung SDI 006400 | +4.3% | 366,500 | |
LG Energy Solution 373220 | +4.2% | 358,000 | |
Amogreentech 125210 | +4.2% | 10,480 |
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2. Energy Storage (ESS) (recurred after 1269 days)
- Episode: started 2024-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung ST 416180 | +22.5% | 40,250 | |
HanJungNCS 107640 | +22.1% | 41,950 | ★ |
Seojin System 178320 | +17.0% | 34,050 | |
YM Tech 273640 | +9.1% | 13,130 | |
Gridwiz 453450 | +8.6% | 45,650 | |
Elentec 054210 | +8.1% | 9,900 | |
SK eternix 475150 | +5.1% | 19,230 | |
Samsung SDI 006400 | +4.3% | 366,500 | |
LG Energy Solution 373220 | +4.2% | 358,000 | |
Amogreentech 125210 | +4.2% | 10,480 |
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3. Battery (recurred after 6 days)
- Episode: started 2024-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung ST 416180 | +22.5% | 40,250 | |
Nsys 333620 | +11.9% | 11,500 | ★ |
Philoptics 161580 | +10.8% | 22,650 | |
L&F 066970 | +9.2% | 149,300 | |
Yujin Technology 240600 | +9.2% | 11,900 | |
Nara Mold And Die 051490 | +8.5% | 4,980 | |
Zaigle 234920 | +8.4% | 7,570 | |
Elentec 054210 | +8.1% | 9,900 | |
Ecopro 086520 | +7.7% | 96,900 | |
Advanced Nano Products 121600 | +7.6% | 119,400 |
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4. Solar (recurred after 6 days)
- Episode: started 2024-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SDN Company 099220 | +24.9% | 1,757 | ★ |
Kumyang Green Power 282720 | +17.7% | 14,450 | |
S-Energy 095910 | +11.3% | 2,100 | |
Gridwiz 453450 | +8.6% | 45,650 | |
Advanced Nano Products 121600 | +7.6% | 119,400 | |
Dae Myoung Energy 389260 | +6.7% | 14,840 | |
SK eternix 475150 | +5.1% | 19,230 | |
SY 109610 | +4.1% | 4,910 | |
KoMi 183300 | +3.7% | 80,900 | |
HD Hyundai Energy Solutions 322000 | +2.9% | 26,650 |
5. Autonomous Driving (recurred after 7 days)
- Episode: started 2024-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sos Lab 464080 | +11.0% | 10,530 | ★ |
Hyundai Autoever 307950 | +6.9% | 168,300 | |
LiComm 388790 | +6.0% | 4,525 | |
Furonteer 370090 | +4.6% | 22,650 | |
Smart Radar System 424960 | +4.5% | 10,540 | |
Suresofttech 298830 | +4.4% | 5,750 | |
ThinkwareSystems 084730 | +3.3% | 13,190 | |
Nextchip 396270 | +2.4% | 12,160 | |
Unitrontech 142210 | +2.0% | 6,630 | |
NC& 092600 | +1.9% | 1,340 |
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6. Holding Companies (recurred after 26 days)
- Episode: started 2024-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan 000150 | +10.0% | 225,000 | |
Ecopro 086520 | +7.7% | 96,900 | |
CXI Healthcare Technology Group 900120 | +4.1% | 101 | ★ |
SeAH Steel Holdings 003030 | +4.1% | 191,000 | |
Haesung Industrial 034810 | +4.1% | 7,950 | |
Meritz Financial Group 138040 | +3.8% | 82,200 | |
Global SM Tech 900070 | +3.8% | 467 | |
Shinhan Financial Group 055550 | +3.2% | 51,100 | |
Woory Industrial Holdings 072470 | +3.1% | 3,770 | |
Hana Financial Group 086790 | +2.7% | 64,600 |
7. Securities Brokers (recurred after 54 days)
- Episode: started 2024-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae Asset Securities 006800 | +3.2% | 7,400 | ★ |
KIWOOM Securities 039490 | +3.0% | 129,700 | |
Samsung Securities 016360 | +2.7% | 41,300 | |
Korea Investment Holdings 071050 | +2.3% | 70,400 | |
Hanyang Securities 001750 | +1.6% | 11,350 | |
Hyundai Motor Securities 001500 | +1.3% | 8,790 | |
NH Investment & Securities 005940 | +1.1% | 12,680 | |
Daishin Securities 003540 | +1.1% | 16,900 | |
Hanwha Investment&securities 003530 | +0.6% | 3,220 |
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8. Banks (2 days running)
- Episode: started 2024-07-02, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinhan Financial Group 055550 | +3.2% | 51,100 | |
Hana Financial Group 086790 | +2.7% | 64,600 | ★ |
JB Financial Group 175330 | +1.7% | 14,790 | |
KB Financial Group 105560 | +1.4% | 84,400 | |
BNK Financial Group 138930 | +1.2% | 8,630 | |
Woori Financial Group 316140 | +1.1% | 14,640 | |
Industrial Bank Of Korea 024110 | +0.4% | 14,050 |
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Closing Thoughts
The Banks theme is the only one on a streak, at 2 days, with an average change of 1.67%. Every other theme returned after a gap, including Energy Storage (ESS) after 1269 days.
One headline said a Battery sector recovery has not arrived yet. Whether the broad gains seen on Jul 3 continue is the open question.