Mar 20: 7 Strong Themes — Battery, EV
7 strong themes — 4 running · 3 recurred. Top: Battery +8.1%.
Strong themes7
Top change+8.1%
LeaderSungwoo
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 | Sungwoo | +14.35% | |
| EV | Samwha Electronics | +14.62% | |
| Semiconductor Equipment | Pamtek | +2.33% | |
| Semiconductor Materials & Components | Synopex | +14.64% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +2.58% | |
| Battery (Cell Makers) | SK Innovation | +0.48% | |
| HBM (High Bandwidth Memory) | EO Technics | +5.55% |
On Mar 20, Battery led the strong themes with an average change of 8.08%, and all 10 of its stocks rose. Naintech gained 14.84%, and leader Sungwoo rose 14.35%.
EV came next with an average change of 5.48%, led by Samwha Electronics at 14.62%. Both themes came back after a gap of 3 days.
The semiconductor themes extended their streak to 2 days. Semiconductor Equipment averaged 3.23%, and Synopex jumped 14.64% within Semiconductor Materials & Components.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 3 days | +8.1% | 10/10 | Sungwoo |
| 2 | EV | recurred after 3 days | +5.5% | 10/10 | Samwha Electronics |
| 3 | Semiconductor Equipment | 2 days running | +3.2% | 10/10 | Pamtek |
| 4 | Semiconductor Materials & Components | 2 days running | +2.7% | 10/10 | Synopex |
| 5 | Semiconductor Majors (Fabrication) | 2 days running | +2.6% | 3/3 | DB HiTek |
| 6 | Battery (Cell Makers) | recurred after 28 days | +2.4% | 3/3 | SK Innovation |
| 7 | HBM (High Bandwidth Memory) | 2 days running | +2.1% | 10/10 | EO Technics |
Theme by Theme
1. Battery (recurred after 3 days)
- Episode: started 2025-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Naintech 267320 | +14.8% | 3,715 | |
Sungwoo 458650 | +14.3% | 21,350 | ★ |
Jeio 418550 | +9.1% | 12,130 | |
Pie 452450 | +9.0% | 11,000 | |
Nara Mold And Die 051490 | +6.3% | 4,315 | |
POSCO Holdings 005490 | +6.2% | 332,000 | |
LG Chem 051910 | +6.2% | 257,000 | |
Samsung SDI 006400 | +5.5% | 202,500 | |
Eco&Dream 101360 | +4.7% | 29,050 | |
KNS 432470 | +4.6% | 13,070 |
2. EV (recurred after 3 days)
- Episode: started 2025-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Electronics 011230 | +14.6% | 4,350 | ★ |
Edge Foundry 105550 | +7.7% | 4,750 | |
Nara Mold And Die 051490 | +6.3% | 4,315 | |
LG Chem 051910 | +6.2% | 257,000 | |
Samsung SDI 006400 | +5.5% | 202,500 | |
Sangsinenergydisplayprecision 091580 | +3.7% | 8,410 | |
KG Mobility 003620 | +3.3% | 3,900 | |
Inics 452400 | +2.9% | 9,680 | |
Ust 263770 | +2.4% | 2,170 | |
L&F 066970 | +2.2% | 73,200 |
3. Semiconductor Equipment (2 days running)
- Episode: started 2025-03-19, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
EO Technics 039030 | +5.5% | 148,400 | |
Nepes Ark 330860 | +5.1% | 12,800 | |
Imt 451220 | +3.8% | 11,990 | |
Jusung Engineering 036930 | +3.5% | 40,300 | |
Koses 089890 | +3.2% | 8,420 | |
KoMi 183300 | +2.7% | 57,400 | |
Pamtek 271830 | +2.3% | 1,668 | ★ |
HANMI Semiconductor 042700 | +2.1% | 90,400 | |
Pro2000 321260 | +2.0% | 2,250 | |
HPSP 403870 | +2.0% | 28,250 |
4. Semiconductor Materials & Components (2 days running)
- Episode: started 2025-03-19, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Synopex 025320 | +14.6% | 7,830 | ★ |
Hansol IONES 114810 | +3.4% | 8,530 | |
Megatouch 446540 | +2.8% | 4,370 | |
Chunbo 278280 | +1.5% | 37,700 | |
HanaMicron 067310 | +1.1% | 12,270 | |
INNOX Advanced Materials 272290 | +1.0% | 24,900 | |
KEC 092220 | +1.0% | 809 | |
WONIK Materials 104830 | +0.7% | 22,150 | |
Tokai Carbon Korea 064760 | +0.6% | 92,000 | |
OKins Electronics 080580 | +0.5% | 5,890 |
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5. Semiconductor Majors (Fabrication) (2 days running)
- Episode: started 2025-03-19, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Electronics 005930 | +2.9% | 60,200 | |
DB HiTek 000990 | +2.6% | 47,750 | ★ |
SK hynix 000660 | +2.2% | 210,000 |
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6. Battery (Cell Makers) (recurred after 28 days)
- Episode: started 2025-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung SDI 006400 | +5.5% | 202,500 | |
LG Energy Solution 373220 | +1.2% | 334,500 | |
SK Innovation 096770 | +0.5% | 125,200 | ★ |
Related news
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7. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2025-03-19, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
EO Technics 039030 | +5.5% | 148,400 | ★ |
Imt 451220 | +3.8% | 11,990 | |
Samsung Electronics 005930 | +2.9% | 60,200 | |
SK hynix 000660 | +2.2% | 210,000 | |
HANMI Semiconductor 042700 | +2.1% | 90,400 | |
Techwing 089030 | +1.5% | 39,750 | |
Genesem 217190 | +1.0% | 8,360 | |
Dit 110990 | +0.9% | 15,220 | |
Di 003160 | +0.6% | 15,310 | |
YC 232140 | +0.5% | 13,010 |
Closing Thoughts
Battery (Cell Makers) came back after a gap of 28 days, with SK Innovation as its leader at 0.48%. News on Mar 20 cited a large order win at its subsidiary SK On.
The episode data for the semiconductor themes runs from 2025-03-19 to 2025-03-21. Battery and EV each show a duration of 1 day, so it is still unclear whether either will continue.