Oct 7: 8 Strong Themes — Battery, Lithium

October 7, 2024 · #Battery #Lithium #EV #Battery (Solid-State) #Semiconductor Materials & Components #Space & Aerospace (Nuri Rocket, Satellites) #Semiconductor Equipment #HBM (High Bandwidth Memory)

8 strong themes — 1 running · 7 recurred. Top: Battery +17.1%.

Strong themes8 Top change+17.1% LeaderMegatouch

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+17.1%
Lithium
+11.0%
EV
+9.9%
Battery (Solid-State)
+9.9%
Semiconductor Materials & Components
+8.9%
Space & Aerospace (Nuri Rocket, Satellites)
+8.7%
Semiconductor Equipment
+8.4%
HBM (High Bandwidth Memory)
+7.4%

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
BatteryMegatouch+29.90%
LithiumMirae+11.40%
EVHT Robotics+12.10%
Battery (Solid-State)Onejoon+22.82%
Semiconductor Materials & ComponentsMegatouch+29.90%
Space & Aerospace (Nuri Rocket, Satellites)Contec+25.99%
Semiconductor EquipmentMirae+11.40%
HBM (High Bandwidth Memory)Mirai Semiconductors+7.18%

Battery stocks led the Oct 7, 2024 session. Battery topped all eight strong themes with an average change of 17.07%, and all 10 of its stocks closed higher.

Megatouch led that group, rising 29.9% to close at 5170, and it also led Semiconductor Materials & Components. Lithium came next with an average change of 10.98%, and all 9 of its stocks rose.

Outside batteries, Space & Aerospace (Nuri Rocket, Satellites) came back after a 59-day gap, led by Contec at 25.99%. Semiconductor Equipment was the only theme on a streak of 2.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 10 days+17.1%10/10Megatouch
2Lithiumrecurred after 13 days+11.0%9/9Mirae
3EVrecurred after 10 days+9.9%10/10HT Robotics
4Battery (Solid-State)recurred after 14 days+9.9%10/10Onejoon
5Semiconductor Materials & Componentsrecurred after 11 days+8.9%10/10Megatouch
6Space & Aerospace (Nuri Rocket, Satellites)recurred after 59 days+8.7%9/9Contec
7Semiconductor Equipment2 days running+8.4%8/8Mirae
8HBM (High Bandwidth Memory)recurred after 11 days+7.4%10/10Mirai Semiconductors

Theme by Theme

1. Battery (recurred after 10 days)

StockChangeCloseLeader
Megatouch 446540+29.9%5,170★
TCC Steel 002710+24.5%46,950
Onejoon 382840+22.8%16,900
Kangwon Energy 114190+19.5%14,700
Dongwha Enterprise 025900+13.7%13,780
KNS 432470+12.8%18,080
Dongwon Systems 014820+12.2%48,400
HT Robotics 396300+12.1%3,150
SK ie technology 361610+11.9%38,100
Nara Mold And Die 051490+11.3%4,885

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2. Lithium (recurred after 13 days)

StockChangeCloseLeader
Joongang Advanced Materials 051980+20.7%12,190
Kangwon Energy 114190+19.5%14,700
Mirae 025560+11.4%1,270★
Kumyang 001570+10.7%53,600
MNTECHCo 095500+9.4%12,600
Ev Advanced Material 131400+7.5%2,510
Hydro Lithium 101670+7.3%2,290
Daebo Magnetic 290670+6.4%18,300
Sebitchem 107600+6.0%26,550

3. EV (recurred after 10 days)

StockChangeCloseLeader
Kangwon Energy 114190+19.5%14,700
HT Robotics 396300+12.1%3,150★
Nara Mold And Die 051490+11.3%4,885
L&F 066970+11.1%119,400
Inics 452400+10.6%12,910
HBL 452190+8.7%4,890
Samyoung 003720+7.3%5,410
NanoTIM 417010+6.7%10,950
Solus Advanced Materials 336370+6.0%12,940
Sangsinenergydisplayprecision 091580+5.6%11,950

4. Battery (Solid-State) (recurred after 14 days)

StockChangeCloseLeader
Onejoon 382840+22.8%16,900★
Dongwha Enterprise 025900+13.7%13,780
SK ie technology 361610+11.9%38,100
meerecompanyIncorporated 049950+8.8%21,650
Mintech 452200+8.1%7,860
Ev Advanced Material 131400+7.5%2,510
Tapex 055490+7.2%19,150
Cowin Robotics 282880+6.7%15,670
Lotte Energy Materials 020150+6.3%41,450
Lemon 294140+5.7%4,070

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5. Semiconductor Materials & Components (recurred after 11 days)

StockChangeCloseLeader
Megatouch 446540+29.9%5,170★
Micro2nano 424980+11.8%9,190
Tiger Elec 219130+11.1%21,300
HVM 295310+8.9%16,460
Samt 031330+5.3%3,295
Chunbo 278280+4.8%65,300
FNS Tech 083500+4.4%10,650
Foosung 093370+4.3%6,720
3S Korea 060310+4.3%2,165
Temc 425040+4.2%10,140

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6. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 59 days)

StockChangeCloseLeader
Contec 451760+26.0%11,100★
Innospace 462350+13.1%18,570
HVM 295310+8.9%16,460
Hyundai-Rotem 064350+7.0%61,000
Asia Pacific Satellite lnc 211270+5.8%11,400
Fiberpro 368770+4.7%4,100
Intellian Technologies 189300+4.4%56,600
Hanwha Aerospace 012450+4.2%351,500
SatrecInitiative 099320+4.1%38,100

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7. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Mirae 025560+11.4%1,270★
EO Technics 039030+9.5%175,800
Yest 122640+8.9%17,430
YC 232140+8.3%14,120
SurplusGLOBAL 140070+8.0%3,175
Justem 417840+7.3%9,790
Techwing 089030+6.9%40,300
PSK Holdings 031980+6.8%48,100

8. HBM (High Bandwidth Memory) (recurred after 11 days)

StockChangeCloseLeader
Winpac 097800+11.0%1,537
EO Technics 039030+9.5%175,800
Yest 122640+8.9%17,430
YC 232140+8.3%14,120
Mirai Semiconductors 254490+7.2%16,720★
Techwing 089030+6.9%40,300
PSK Holdings 031980+6.8%48,100
SK hynix 000660+6.2%184,900
Imt 451220+4.8%10,060
Laserssel 412350+4.2%6,220

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Closing Thoughts

Most themes began new episodes with a streak of 1, so the open question is whether the battery rally lasts. The Battery episode runs through 2024-10-08.

In memory, HBM (High Bandwidth Memory) had an average change of 7.38%, and SK hynix rose 6.2%. Semiconductor Equipment’s run, which began on 2024-10-04, is another one to follow.