Oct 25: 8 Strong Themes — EV, Semiconductor Equipment
8 strong themes — 3 running · 5 recurred. Top: EV +5.3%.
Strong themes8
Top change+5.3%
LeaderDY Deokyang
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 | DY Deokyang | +6.41% | |
| Semiconductor Equipment | Mirae | +9.99% | |
| CXL (Compute Express Link) | TLB | +9.30% | |
| Energy Storage (ESS) | DY Deokyang | +6.41% | |
| Banks | KB Financial Group | +8.37% | |
| Battery | Korea Zinc | +10.11% | |
| HBM (High Bandwidth Memory) | Di | +14.82% | |
| Autonomous Driving | Dhautoware | +1.70% |
EV led the Oct 25 session with an average change of 5.3%, and all 10 of its stocks rose. It was the theme’s third straight day of strength.
Semiconductor Equipment came back after a 2-day gap with an average change of 4.9%. Di posted the session’s top gain at 14.82%, and CXL (Compute Express Link) returned after 99 days.
Banks rose on value-up hopes, led by KB Financial Group at 8.37%, and news cited a record high for the stock. Every stock in all eight themes closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | EV | 3 days running | +5.3% | 10/10 | DY Deokyang |
| 2 | Semiconductor Equipment | recurred after 2 days | +4.9% | 9/9 | Mirae |
| 3 | CXL (Compute Express Link) | recurred after 99 days | +4.8% | 4/4 | TLB |
| 4 | Energy Storage (ESS) | recurred after 44 days | +3.7% | 10/10 | DY Deokyang |
| 5 | Banks | recurred after 11 days | +3.7% | 8/8 | KB Financial Group |
| 6 | Battery | 3 days running | +3.6% | 9/9 | Korea Zinc |
| 7 | HBM (High Bandwidth Memory) | recurred after 2 days | +3.2% | 10/10 | Di |
| 8 | Autonomous Driving | 2 days running | +3.2% | 10/10 | Dhautoware |
Theme by Theme
1. EV (3 days running)
- Episode: started 2024-10-23, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Amogreentech 125210 | +11.4% | 6,950 | |
Samwha Electric 009470 | +10.9% | 42,100 | |
Myoung Shin Industry 009900 | +7.7% | 12,940 | |
DY Deokyang 024900 | +6.4% | 3,405 | ★ |
Edge Foundry 105550 | +5.1% | 2,385 | |
HanilForgingIndustrial 024740 | +3.2% | 3,540 | |
Hyundai Mobis 012330 | +2.6% | 256,500 | |
Kia 000270 | +2.0% | 92,700 | |
Hankook & Company 000240 | +1.9% | 16,510 | |
Power Logics 047310 | +1.8% | 5,040 |
2. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2024-10-25, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Di 003160 | +14.8% | 20,300 | |
Mirae 025560 | +10.0% | 1,090 | ★ |
Park Systems 140860 | +3.9% | 215,000 | |
Yest 122640 | +3.4% | 19,560 | |
The Codi 224060 | +3.1% | 4,645 | |
Dit 110990 | +2.7% | 13,820 | |
Justem 417840 | +2.2% | 7,920 | |
Imt 451220 | +2.0% | 9,030 | |
SurplusGLOBAL 140070 | +2.0% | 3,275 |
3. CXL (Compute Express Link) (recurred after 99 days)
- Episode: started 2024-10-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TLB 356860 | +9.3% | 12,580 | ★ |
Fadu 440110 | +6.6% | 22,500 | |
Kook Soon Dang 043650 | +1.9% | 5,040 | |
SK hynix 000660 | +1.4% | 201,000 |
4. Energy Storage (ESS) (recurred after 44 days)
- Episode: started 2024-10-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Amogreentech 125210 | +11.4% | 6,950 | |
Samwha Electric 009470 | +10.9% | 42,100 | |
DY Deokyang 024900 | +6.4% | 3,405 | ★ |
Carry 313760 | +4.5% | 6,500 | |
Power Logics 047310 | +1.8% | 5,040 | |
Hyosung Heavy Industries 298040 | +0.8% | 392,000 | |
TS Nexgen 043220 | +0.5% | 582 | |
LS ELECTRIC 010120 | +0.3% | 149,500 | |
LG Energy Solution 373220 | +0.1% | 407,000 | |
YM Tech 273640 | +0.1% | 11,620 |
5. Banks (recurred after 11 days)
- Episode: started 2024-10-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KB Financial Group 105560 | +8.4% | 101,000 | ★ |
Hana Financial Group 086790 | +4.1% | 66,500 | |
JB Financial Group 175330 | +4.0% | 18,290 | |
BNK Financial Group 138930 | +3.9% | 9,910 | |
Shinhan Financial Group 055550 | +3.4% | 58,000 | |
Woori Financial Group 316140 | +2.6% | 17,080 | |
Industrial Bank Of Korea 024110 | +1.9% | 14,720 | |
Jeju Bank 006220 | +1.2% | 8,200 |
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6. Battery (3 days running)
- Episode: started 2024-10-23, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Zinc 010130 | +10.1% | 1,253,000 | ★ |
Youlchon Chemical 008730 | +4.5% | 27,550 | |
Dongwon Systems 014820 | +3.7% | 50,300 | |
KNS 432470 | +2.9% | 15,590 | |
Dit 110990 | +2.7% | 13,820 | |
Lotte Energy Materials 020150 | +2.6% | 37,150 | |
Avaco 083930 | +2.3% | 14,700 | |
Power Logics 047310 | +1.8% | 5,040 | |
Jeio 418550 | +1.7% | 17,580 |
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7. HBM (High Bandwidth Memory) (recurred after 2 days)
- Episode: started 2024-10-25, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Di 003160 | +14.8% | 20,300 | ★ |
Ycchem 112290 | +3.7% | 16,770 | |
Yest 122640 | +3.4% | 19,560 | |
Dit 110990 | +2.7% | 13,820 | |
Imt 451220 | +2.0% | 9,030 | |
SK hynix 000660 | +1.4% | 201,000 | |
KohYoungTechnology 098460 | +1.3% | 9,850 | |
Techwing 089030 | +1.2% | 42,400 | |
Kctech 281820 | +1.1% | 35,150 | |
EO Technics 039030 | +0.8% | 168,600 |
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8. Autonomous Driving (2 days running)
- Episode: started 2024-10-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
i3system 214430 | +5.4% | 35,300 | |
Edge Foundry 105550 | +5.1% | 2,385 | |
Nextchip 396270 | +4.7% | 13,350 | |
Sekonix 053450 | +3.2% | 5,440 | |
Chips&Media 094360 | +2.9% | 13,400 | |
Hyundai Mobis 012330 | +2.6% | 256,500 | |
Ace Technologies 088800 | +2.4% | 994 | |
Kia 000270 | +2.0% | 92,700 | |
Hyundai Autoever 307950 | +1.9% | 142,300 | |
Dhautoware 025440 | +1.7% | 239 | ★ |
Closing Thoughts
EV and Battery each have a 3-day streak, and Korea Zinc rose 10.11% in the latter. Oct 25 headlines linked the battery rally to Tesla and the final IRA rules.
CXL (Compute Express Link), Energy Storage (ESS) and Banks each returned for a single day, and it is not yet clear whether they will continue. Autonomous Driving has a 2-day streak.