Feb 26: 8 Strong Themes — Battery, EV
8 strong themes — 8 recurred. Top: Battery +16.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery | Mot | +29.99% | |
| EV | Egtronics | +29.88% | |
| Cannabis | BL Pharmtech | +29.95% | |
| Ukraine Reconstruction | DYD | +21.56% | |
| NFTs | Billions | +7.38% | |
| Lithium | Lithium-for-earth | +6.40% | |
| COVID (Diagnostics, Treatments, Vaccines) | Medicox | +13.74% | |
| Rare Earths & Rare Metals | Cenotec | +29.97% |
Eight themes posted gains on Feb 26, and every stock in each theme’s list closed higher. Battery led with an average change of 16.86%, with all 9 of its stocks up.
Mot led the battery move with a 29.99% gain, while Cenotec rose 29.97%. EV followed with an average change of 10.07%, led by Egtronics at 29.88%.
Cannabis came back after a gap of 99 days, with an average change of 8.21%. NFTs also returned after 86 days, averaging 6.05%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 2 days | +16.9% | 9/9 | Mot |
| 2 | EV | recurred after 7 days | +10.1% | 9/9 | Egtronics |
| 3 | Cannabis | recurred after 99 days | +8.2% | 6/6 | BL Pharmtech |
| 4 | Ukraine Reconstruction | recurred after 2 days | +7.3% | 10/10 | DYD |
| 5 | NFTs | recurred after 86 days | +6.0% | 9/9 | Billions |
| 6 | Lithium | recurred after 7 days | +5.8% | 9/9 | Lithium-for-earth |
| 7 | COVID (Diagnostics, Treatments, Vaccines) | recurred after 43 days | +5.5% | 9/9 | Medicox |
| 8 | Rare Earths & Rare Metals | recurred after 22 days | +5.4% | 10/10 | Cenotec |
Theme by Theme
1. Battery (recurred after 2 days)
- Episode: started 2025-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mot 413390 | +30.0% | 10,100 | ★ |
Cenotec 222420 | +30.0% | 915 | |
Megatouch 446540 | +23.0% | 4,940 | |
Kumyang 001570 | +17.2% | 23,900 | |
Elentec 054210 | +12.8% | 5,230 | |
Jeil M&S 412540 | +11.9% | 8,090 | |
Isu Specialty Chemical 457190 | +9.3% | 60,000 | |
SK ie technology 361610 | +8.9% | 30,550 | |
Cosmo Advanced Materials & Technology 005070 | +8.7% | 58,800 |
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2. EV (recurred after 7 days)
- Episode: started 2025-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Egtronics 377330 | +29.9% | 5,760 | ★ |
Samwha Electronics 011230 | +13.5% | 3,400 | |
KG Mobility 003620 | +13.2% | 4,500 | |
Cosmo Advanced Materials & Technology 005070 | +8.7% | 58,800 | |
Nara Mold And Die 051490 | +6.5% | 4,530 | |
Higen RNM 160190 | +5.7% | 35,000 | |
Hanon Systems 018880 | +4.8% | 4,770 | |
Sungchang Autotech 080470 | +4.2% | 3,750 | |
Kangwon Energy 114190 | +4.1% | 9,610 |
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3. Cannabis (recurred after 99 days)
- Episode: started 2025-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BL Pharmtech 065170 | +29.9% | 1,445 | ★ |
Medicox 054180 | +13.7% | 356 | |
Icure Pharmaceutical Incorporation 175250 | +2.3% | 1,722 | |
Wooree Bio 082850 | +2.2% | 2,750 | |
BNC Korea 256840 | +0.9% | 4,430 | |
Hwail Pharm 061250 | +0.1% | 1,191 |
4. Ukraine Reconstruction (recurred after 2 days)
- Episode: started 2025-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DYD 219550 | +21.6% | 716 | ★ |
DaedongGear 008830 | +15.3% | 25,250 | |
TYM 002900 | +7.1% | 5,430 | |
Daeyang Electric 108380 | +6.8% | 17,680 | |
HD Construction Equipment 267270 | +4.5% | 77,400 | |
Daedong 000490 | +4.2% | 12,800 | |
Itoxi 052770 | +3.8% | 1,249 | |
Hyundai Everdigm 041440 | +3.6% | 10,010 | |
Hyundai Engineering & Construction 000720 | +3.0% | 35,500 | |
DAEMO Engineering 317850 | +3.0% | 9,980 |
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5. NFTs (recurred after 86 days)
- Episode: started 2025-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Finger 163730 | +13.6% | 9,600 | |
GalaxiaMoneytree 094480 | +7.6% | 8,070 | |
Billions 044480 | +7.4% | 524 | ★ |
Kakao 035720 | +5.9% | 42,100 | |
Galaxia SM 011420 | +5.4% | 2,155 | |
SeoulAuction 063170 | +4.6% | 7,020 | |
Wemade 112040 | +4.4% | 40,200 | |
FSN 214270 | +3.7% | 1,644 | |
Kakao Games 293490 | +1.8% | 16,680 |
6. Lithium (recurred after 7 days)
- Episode: started 2025-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang 001570 | +17.2% | 23,900 | |
Lithium-for-earth 073570 | +6.4% | 1,080 | ★ |
Ecopro 086520 | +4.7% | 68,500 | |
Kwangmu 029480 | +4.5% | 2,425 | |
Kangwon Energy 114190 | +4.1% | 9,610 | |
Cosmochemical 005420 | +4.1% | 20,800 | |
Posco Future M 003670 | +4.1% | 151,000 | |
Chunbo 278280 | +3.8% | 41,500 | |
MNTECHCo 095500 | +3.3% | 9,140 |
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7. COVID (Diagnostics, Treatments, Vaccines) (recurred after 43 days)
- Episode: started 2025-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Medicox 054180 | +13.7% | 356 | ★ |
Celltrion 068270 | +8.7% | 189,300 | |
Sugentech 253840 | +4.5% | 6,470 | |
Pharmicell 005690 | +4.2% | 11,130 | |
Daewoong 003090 | +3.9% | 21,350 | |
Daewoong Pharma 069620 | +3.7% | 134,400 | |
Genematrix 109820 | +3.6% | 2,730 | |
Peptron 087010 | +3.4% | 92,300 | |
Micro Digital 305090 | +3.3% | 11,100 |
8. Rare Earths & Rare Metals (recurred after 22 days)
- Episode: started 2025-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cenotec 222420 | +30.0% | 915 | ★ |
Samwha Electronics 011230 | +13.5% | 3,400 | |
Novatech 285490 | +2.8% | 17,780 | |
POSCO Holdings 005490 | +2.7% | 282,000 | |
Union 000910 | +1.4% | 5,780 | |
Hyundai BNG Steel 004560 | +1.2% | 13,270 | |
EG 037370 | +1.1% | 6,200 | |
Union Materials 047400 | +0.7% | 2,270 | |
Dongkuk Refractories & Steel 075970 | +0.6% | 2,705 | |
Daewon Chemical 024890 | +0.4% | 982 |
Closing Thoughts
Every theme has a streak of 1, so each move is a one-day episode so far. The first open question is whether Battery carries on past Feb 26.
Several names appear in more than one theme. Kumyang is in both Battery and Lithium, and Cenotec leads Rare Earths & Rare Metals.