Oct 28: 8 Strong Themes — Battery, Solar
8 strong themes — 5 running · 3 recurred. Top: Battery +10.0%.
Strong themes8
Top change+10.0%
LeaderW-scope Chungju Plant
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 | W-scope Chungju Plant | +15.28% | |
| Solar | KC Green Holdings | +11.75% | |
| EV | Tplex | +11.11% | |
| Semiconductor Materials & Components | Protec Mems Technology | +23.53% | |
| Semiconductor Equipment | Withtech | +8.87% | |
| Rare Earths & Rare Metals | Tplex | +11.11% | |
| Lithium | Posco Future M | +7.05% | |
| HBM (High Bandwidth Memory) | Imt | +7.64% |
On Oct 28, all eight strong themes closed with every listed stock higher. Battery led with an average change of 10.04%, with all 10 of its stocks up.
Solar returned after a 34-day gap with an average change of 8.27%. Within it, G2Power posted the largest gain in the data at 26.64%.
Semiconductor names were active too. Semiconductor Materials & Components averaged 6.85%, led by Protec Mems Technology at 23.53%, while Semiconductor Equipment averaged 6.75%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | 4 days running | +10.0% | 10/10 | W-scope Chungju Plant |
| 2 | Solar | recurred after 34 days | +8.3% | 10/10 | KC Green Holdings |
| 3 | EV | 4 days running | +7.2% | 10/10 | Tplex |
| 4 | Semiconductor Materials & Components | recurred after 5 days | +6.8% | 10/10 | Protec Mems Technology |
| 5 | Semiconductor Equipment | 2 days running | +6.8% | 9/9 | Withtech |
| 6 | Rare Earths & Rare Metals | recurred after 18 days | +5.7% | 10/10 | Tplex |
| 7 | Lithium | 2 days running | +5.4% | 10/10 | Posco Future M |
| 8 | HBM (High Bandwidth Memory) | 2 days running | +4.9% | 10/10 | Imt |
Theme by Theme
1. Battery (4 days running)
- Episode: started 2024-10-23, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
W-scope Chungju Plant 393890 | +15.3% | 17,880 | ★ |
Jeio 418550 | +12.6% | 19,790 | |
Yunsung F&C 372170 | +10.7% | 57,000 | |
L&F 066970 | +10.2% | 111,400 | |
SKC 011790 | +9.9% | 153,800 | |
Ecopro BM 247540 | +9.1% | 172,000 | |
SK ie technology 361610 | +8.8% | 33,500 | |
Samsung SDI 006400 | +8.2% | 348,500 | |
Eco&Dream 101360 | +7.9% | 40,150 | |
Cenotec 222420 | +7.8% | 858 |
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2. Solar (recurred after 34 days)
- Episode: started 2024-10-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
G2Power 388050 | +26.6% | 8,700 | |
KC Green Holdings 009440 | +11.8% | 932 | ★ |
SK eternix 475150 | +10.4% | 16,500 | |
Hanwha Solutions 009830 | +6.4% | 21,750 | |
Makus 093520 | +5.4% | 8,910 | |
SDN Company 099220 | +5.4% | 1,280 | |
DaejooElectronicMaterials 078600 | +5.2% | 108,300 | |
KC Cottrell 119650 | +4.4% | 427 | |
Avaco 083930 | +3.7% | 15,250 | |
Dae Myoung Energy 389260 | +3.2% | 12,190 |
3. EV (4 days running)
- Episode: started 2024-10-23, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Tplex 081150 | +11.1% | 3,300 | ★ |
L&F 066970 | +10.2% | 111,400 | |
SKC 011790 | +9.9% | 153,800 | |
Samsung SDI 006400 | +8.2% | 348,500 | |
Cosmo Advanced Materials & Technology 005070 | +7.5% | 108,600 | |
SK Innovation 096770 | +6.1% | 121,400 | |
HT Robotics 396300 | +5.1% | 3,075 | |
LG Chem 051910 | +5.1% | 339,000 | |
Kangwon Energy 114190 | +4.9% | 13,040 | |
KEC 092220 | +4.3% | 887 |
4. Semiconductor Materials & Components (recurred after 5 days)
- Episode: started 2024-10-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Protec Mems Technology 147760 | +23.5% | 4,200 | ★ |
OKins Electronics 080580 | +8.7% | 6,000 | |
Purit 445180 | +6.0% | 6,560 | |
Foosung 093370 | +5.3% | 6,170 | |
Hanyang Digitech 078350 | +4.6% | 12,200 | |
KEC 092220 | +4.3% | 887 | |
Chunbo 278280 | +4.1% | 55,700 | |
Mi 059090 | +4.1% | 10,180 | |
Duksan Techopia 317330 | +3.9% | 36,950 | |
Unitrontech 142210 | +3.8% | 4,870 |
5. Semiconductor Equipment (2 days running)
- Episode: started 2024-10-25, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Withtech 348350 | +8.9% | 8,350 | ★ |
Zeus 079370 | +8.7% | 12,610 | |
Imt 451220 | +7.6% | 9,720 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +7.4% | 7,080 | |
Neosem 253590 | +6.2% | 11,790 | |
YC 232140 | +6.2% | 11,800 | |
Auros Technology 322310 | +5.8% | 16,670 | |
Cymechs 160980 | +5.5% | 11,230 | |
Apact 200470 | +4.3% | 2,885 |
6. Rare Earths & Rare Metals (recurred after 18 days)
- Episode: started 2024-10-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tplex 081150 | +11.1% | 3,300 | ★ |
Union 000910 | +9.3% | 4,775 | |
Cenotec 222420 | +7.8% | 858 | |
Hyundai BNG Steel 004560 | +5.7% | 13,100 | |
Dongkuk Refractories & Steel 075970 | +4.6% | 2,515 | |
POSCO Holdings 005490 | +4.2% | 349,500 | |
Union Materials 047400 | +4.0% | 2,470 | |
Novatech 285490 | +3.9% | 11,980 | |
LS Eco Energy 229640 | +3.2% | 28,700 | |
Green Resource 402490 | +3.2% | 16,380 |
7. Lithium (2 days running)
- Episode: started 2024-10-25, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco Future M 003670 | +7.0% | 243,000 | ★ |
Cosmochemical 005420 | +6.8% | 22,700 | |
Sebitchem 107600 | +5.9% | 23,300 | |
Ecopro 086520 | +5.4% | 82,400 | |
Foosung 093370 | +5.3% | 6,170 | |
LG Chem 051910 | +5.1% | 339,000 | |
Kangwon Energy 114190 | +4.9% | 13,040 | |
Hydro Lithium 101670 | +4.7% | 1,659 | |
Lithium-for-earth 073570 | +4.4% | 1,702 | |
POSCO Holdings 005490 | +4.2% | 349,500 |
8. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2024-10-25, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Zeus 079370 | +8.7% | 12,610 | |
Imt 451220 | +7.6% | 9,720 | ★ |
YC 232140 | +6.2% | 11,800 | |
Auros Technology 322310 | +5.8% | 16,670 | |
Mirai Semiconductors 254490 | +5.0% | 16,050 | |
Samsung Electronics 005930 | +3.9% | 58,100 | |
Dit 110990 | +3.0% | 14,240 | |
Wot 396470 | +3.0% | 9,200 | |
KohYoungTechnology 098460 | +2.7% | 10,120 | |
Genesem 217190 | +2.4% | 8,530 |
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- 엔비디아 HBM 조건부 승인?…삼성전자 주가 급등 — 디지털타임스 (Korean)
Closing Thoughts
Battery and EV both stand at a streak of 4, in an episode that began Oct 23. The next marker to track is whether that streak extends.
HBM (High Bandwidth Memory) is on a streak of 2 with an average change of 4.86%, as Samsung Electronics rose 3.94%. Its next session will show whether the move holds.