Feb 19: 8 Strong Themes — Battery, Semiconductor Equipment

February 19, 2025 · #Battery #Semiconductor Equipment #Semiconductor Materials & Components #EV #Auto Parts #HBM (High Bandwidth Memory) #Lithium #LNG (Liquefied Natural Gas)

8 strong themes — 4 running · 4 recurred. Top: Battery +16.7%.

Strong themes8 Top change+16.7% LeaderYujin Technology

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+16.7%
Semiconductor Equipment
+11.8%
Semiconductor Materials & Components
+9.3%
EV
+7.8%
Auto Parts
+6.5%
HBM (High Bandwidth Memory)
+6.4%
Lithium
+6.2%
LNG (Liquefied Natural Gas)
+5.0%

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
BatteryYujin Technology+30.00%
Semiconductor EquipmentIste+18.13%
Semiconductor Materials & ComponentsMegatouch+12.26%
EVPosco Steeleon+7.38%
Auto PartsSamsung Climate Control+6.67%
HBM (High Bandwidth Memory)Genesem+10.15%
LithiumPosco M-tech+15.72%
LNG (Liquefied Natural Gas)Samsung Heavy Industries+13.92%

On Feb 19, eight themes rallied, and every listed stock in each of them closed higher. Battery led with an average change of 16.73%, with all 10 of its stocks up.

Semiconductor Equipment extended its streak to 5 days with an average change of 11.82%. Iste, the theme’s leader, gained 18.13%, and Koses rose 19.49%, appearing in both the chip and battery lists.

A Money Today headline tied the battery move to LG Energy Solution, which rose 4.42%. Yujin Technology led the theme at 30.0%, and Dongwha Enterprise added 29.89%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 6 days+16.7%10/10Yujin Technology
2Semiconductor Equipment5 days running+11.8%10/10Iste
3Semiconductor Materials & Components5 days running+9.3%10/10Megatouch
4EVrecurred after 6 days+7.8%10/10Posco Steeleon
5Auto Partsrecurred after 15 days+6.5%10/10Samsung Climate Control
6HBM (High Bandwidth Memory)2 days running+6.4%10/10Genesem
7Lithiumrecurred after 14 days+6.2%10/10Posco M-tech
8LNG (Liquefied Natural Gas)2 days running+5.0%10/10Samsung Heavy Industries

Theme by Theme

1. Battery (recurred after 6 days)

StockChangeCloseLeader
Yujin Technology 240600+30.0%5,720★
Dongwha Enterprise 025900+29.9%10,820
Koses 089890+19.5%9,320
TCC Steel 002710+16.1%28,100
Ecopro Materials 450080+13.8%93,000
Megatouch 446540+12.3%3,570
Tsi 277880+12.1%6,200
Philoptics 161580+12.1%53,300
Top Material 360070+11.2%39,700
L&F 066970+10.3%89,700

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2. Semiconductor Equipment (5 days running)

StockChangeCloseLeader
Koses 089890+19.5%9,320
Iste 212710+18.1%21,050★
Jusung Engineering 036930+12.9%38,900
GlobalStandardTechnology 083450+12.0%21,350
PSK 319660+11.8%21,450
Genesem 217190+10.2%10,200
C&G Hi Tech 264660+9.0%17,750
HANMI Semiconductor 042700+8.7%107,000
Tfe 425420+8.4%20,900
EO Technics 039030+7.6%150,500

3. Semiconductor Materials & Components (5 days running)

StockChangeCloseLeader
BCnC 146320+14.3%12,320
WONIK Materials 104830+12.8%22,900
Megatouch 446540+12.3%3,570★
Duksan Techopia 317330+9.0%37,100
Micro2nano 424980+8.7%6,880
OKins Electronics 080580+8.1%6,670
Temc 425040+7.7%9,620
ENF Technology 102710+7.5%25,250
WONIK QnC 074600+7.0%22,200
GO Element 311320+6.0%8,100

4. EV (recurred after 6 days)

StockChangeCloseLeader
L&F 066970+10.3%89,700
HBL 452190+9.5%6,660
Alphachips 117670+8.4%1,157
Nara Mold And Die 051490+8.4%4,015
Wonik Pne 217820+8.3%2,600
Posco Steeleon 058430+7.4%34,900★
Cosmo Advanced Materials & Technology 005070+7.1%53,100
Kumho HT 214330+6.5%660
Enchem 348370+6.3%112,100
Almac 354320+5.8%28,350

5. Auto Parts (recurred after 15 days)

StockChangeCloseLeader
Nara Mold And Die 051490+8.4%4,015
Samsung Climate Control 006660+6.7%13,280★
Mobase 101330+6.7%3,045
SG Global 001380+6.5%3,590
Pyung Hwa Industrial 090080+6.5%1,161
Kumho HT 214330+6.5%660
Dgenx 113810+6.3%2,520
Hyulim A-tech 078590+6.2%651
Sewon 024830+5.8%8,240
Almac 354320+5.8%28,350

6. HBM (High Bandwidth Memory) (2 days running)

StockChangeCloseLeader
Genesem 217190+10.2%10,200★
HANMI Semiconductor 042700+8.7%107,000
EO Technics 039030+7.6%150,500
Di 003160+6.4%17,280
Laserssel 412350+6.2%4,805
Dit 110990+5.5%18,380
Wot 396470+5.2%9,540
Auros Technology 322310+5.1%25,550
Zeus 079370+5.0%15,770
PSK Holdings 031980+4.3%48,050

7. Lithium (recurred after 14 days)

StockChangeCloseLeader
Posco M-tech 009520+15.7%14,060★
Posco Future M 003670+7.2%139,100
Enchem 348370+6.3%112,100
Cosmochemical 005420+5.5%21,100
Kwangmu 029480+5.4%2,245
Ev Advanced Material 131400+5.0%2,085
SungEel HiTech 365340+4.5%40,850
LG Energy Solution 373220+4.4%366,000
Sebitchem 107600+4.2%20,250
Chunbo 278280+4.0%41,150

8. LNG (Liquefied Natural Gas) (2 days running)

StockChangeCloseLeader
Samsung Heavy Industries 010140+13.9%14,730★
Hankuk Carbon 017960+8.8%16,000
SK Gas 018670+4.4%238,000
HD Hyundai Mipo 010620+4.2%116,500
KoreaGas 036460+4.2%34,750
POSCO Holdings 005490+4.0%258,500
HD Korea Shipbuilding & Offshore Engineering 009540+2.8%239,000
Hanwha Engine 082740+2.5%26,600
Pan Ocean 028670+2.4%3,635
Il Seung 333430+2.4%4,990

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Closing Thoughts

Semiconductor Materials & Components also reached a 5-day streak, with an average change of 9.33%. HBM (High Bandwidth Memory) is on day 2. The next question is whether those runs continue.

Auto Parts returned after a 15-day gap and Lithium after 14 days, and both have lasted one day so far. In LNG (Liquefied Natural Gas), Samsung Heavy Industries led with a rise of 13.92%.