May 28: 8 Strong Themes — Battery, Holding Companies
8 strong themes — 1 running · 7 recurred. Top: Battery +18.2%.
Strong themes8
Top change+18.2%
LeaderDaebo Magnetic
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 | Daebo Magnetic | +29.99% | |
| Holding Companies | Kolon | +15.16% | |
| EV | L&F | +16.88% | |
| Battery (Cell Makers) | Samsung SDI | +8.68% | |
| FuriosaAI | 4by4 | +12.88% | |
| Semiconductor Materials & Components | Megatouch | +13.74% | |
| AI & Robotics | Becu AI | +23.61% | |
| Autonomous Driving | MDS Tech | +19.16% |
On May 28, Battery led the board with an average change of 18.16%, and all 10 of its stocks closed higher. Daebo Magnetic topped the group at 29.99%.
Battery strength spread wide. EV averaged 9.02%, led by L&F at 16.88%, while Battery (Cell Makers) averaged 6.86%. Headlines that day tied the rally to Musk’s remarks.
Holding Companies was the only theme on a running streak, now at 3 sessions, with an average change of 9.42%. Kolon led the group at 15.16%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 2 days | +18.2% | 10/10 | Daebo Magnetic |
| 2 | Holding Companies | 3 days running | +9.4% | 10/10 | Kolon |
| 3 | EV | recurred after 2 days | +9.0% | 9/9 | L&F |
| 4 | Battery (Cell Makers) | recurred after 2 days | +6.9% | 3/3 | Samsung SDI |
| 5 | FuriosaAI | recurred after 13 days | +6.8% | 7/7 | 4by4 |
| 6 | Semiconductor Materials & Components | recurred after 7 days | +6.4% | 10/10 | Megatouch |
| 7 | AI & Robotics | recurred after 2 days | +6.1% | 10/10 | Becu AI |
| 8 | Autonomous Driving | recurred after 16 days | +5.7% | 10/10 | MDS Tech |
Theme by Theme
1. Battery (recurred after 2 days)
- Episode: started 2025-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daebo Magnetic 290670 | +30.0% | 18,120 | ★ |
Zaigle 234920 | +29.9% | 4,735 | |
Aekyung Chemical 161000 | +25.9% | 11,470 | |
L&F 066970 | +16.9% | 56,100 | |
Powernet Technologies 037030 | +15.0% | 2,685 | |
Posco Future M 003670 | +14.0% | 114,100 | |
Megatouch 446540 | +13.7% | 4,180 | |
KG Chemical 001390 | +12.6% | 4,250 | |
Hana Technology 299030 | +11.9% | 21,250 | |
Top Material 360070 | +11.7% | 27,200 |
Related news
- 코스피, 미 증시 훈풍에 2670선 위로…반도체·2차전지株↑ — 한국경제 (Korean)
- 머스크 “본업 매진” 선언에, 국내 2차전지 주식도 5% 급등 — 한겨레 (Korean)
2. Holding Companies (3 days running)
- Episode: started 2025-05-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Kolon 002020 | +15.2% | 29,250 | ★ |
HD Hyundai 267250 | +12.4% | 97,700 | |
SK 034730 | +11.5% | 156,200 | |
Hanjinkal 180640 | +11.5% | 150,500 | |
Hanwha 000880 | +9.2% | 67,500 | |
Samyang Holdings 000070 | +8.0% | 68,900 | |
SK Square 402340 | +7.7% | 108,200 | |
Ecopro 086520 | +6.7% | 40,900 | |
Seoyon 007860 | +6.5% | 8,530 | |
Noroo Holdings 000320 | +5.6% | 17,620 |
3. EV (recurred after 2 days)
- Episode: started 2025-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
L&F 066970 | +16.9% | 56,100 | ★ |
Sangsinenergydisplayprecision 091580 | +9.9% | 7,740 | |
Samsung SDI 006400 | +8.7% | 174,100 | |
Solus Advanced Materials 336370 | +8.7% | 7,910 | |
Enchem 348370 | +8.6% | 64,200 | |
Cosmo Advanced Materials & Technology 005070 | +8.6% | 32,250 | |
Kangwon Energy 114190 | +7.4% | 6,560 | |
SFA Nexel 222080 | +6.4% | 7,010 | |
LG Energy Solution 373220 | +6.1% | 289,000 |
Related news
- 머스크 “일에 집중” 한마디에…엘앤에프 16%·LG엔솔 6%↑ — 한국경제 (Korean)
- 엘앤에프, 최근 주가 급락은 저가 매수 기회-KB — 이데일리 (Korean)
- [리포트 브리핑]엘앤에프, ‘납득되지 않는 주가 하락, 매수 기회’ 목표가 80,000원 - KB증권 — 뉴스핌 (Korean)
4. Battery (Cell Makers) (recurred after 2 days)
- Episode: started 2025-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung SDI 006400 | +8.7% | 174,100 | ★ |
LG Energy Solution 373220 | +6.1% | 289,000 | |
SK Innovation 096770 | +5.8% | 86,800 |
Related news
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- 머스크 “본업 매진” 선언에, 국내 2차전지 주식도 5% 급등 — 한겨레 (Korean)
5. FuriosaAI (recurred after 13 days)
- Episode: started 2025-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
4by4 389140 | +12.9% | 19,110 | ★ |
Xperix 317770 | +8.9% | 3,785 | |
DSC Investment 241520 | +8.2% | 6,090 | |
NAU IB Capital 293580 | +7.1% | 1,394 | |
Tomatosystem 393210 | +6.0% | 7,010 | |
T.S.Investment 246690 | +3.0% | 1,617 | |
LB Investment 309960 | +1.2% | 4,440 |
Related news
- [특징주] DSC인베스트먼트, 퓨리오사AI 국내 대기업에 AI반도체 공급 예고에 상승세 — 이투데이 (Korean)
- 비큐AI “펀드로 퓨리오사AI에 투자”…주가 20%대 ‘급등’ — 한국경제 (Korean)
- [특징주] MDS테크, 퓨리오사AI 투자 소식에 강세 — 메트로경제 (Korean)
6. Semiconductor Materials & Components (recurred after 7 days)
- Episode: started 2025-05-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Megatouch 446540 | +13.7% | 4,180 | ★ |
Chunbo 278280 | +11.1% | 35,150 | |
DNFCo 092070 | +6.3% | 11,480 | |
Nepes 033640 | +5.6% | 7,740 | |
Duksan Techopia 317330 | +5.5% | 17,790 | |
Foosung 093370 | +5.2% | 4,220 | |
KEC 092220 | +4.3% | 745 | |
Lake Materials 281740 | +4.3% | 12,260 | |
Hana Materials 166090 | +4.2% | 25,750 | |
HanaMicron 067310 | +3.9% | 10,630 |
7. AI & Robotics (recurred after 2 days)
- Episode: started 2025-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Becu AI 148780 | +23.6% | 1,623 | ★ |
CrowdWorks 355390 | +6.3% | 8,420 | |
WISE iTech 065370 | +6.1% | 7,830 | |
Nepes 033640 | +5.6% | 7,740 | |
Simplatform 444530 | +4.6% | 12,460 | |
Twim 290090 | +3.8% | 7,980 | |
LG Electronics 066570 | +3.2% | 71,200 | |
Linkgenesis 219420 | +3.0% | 4,935 | |
Brainzcompany 099390 | +2.7% | 5,770 | |
Smec 099440 | +2.5% | 2,215 |
Related news
- [특징주] 비큐AI, 퓨리오AI 투자 펀드 참여에 ‘强’ — 뉴스핌 (Korean)
- 비큐AI, 퓨리오사AI 투자 펀드 참여에 25%↑[특징주] — 이데일리 (Korean)
- 비큐AI “펀드로 퓨리오사AI에 투자”…주가 20%대 ‘급등’ — 한국경제 (Korean)
8. Autonomous Driving (recurred after 16 days)
- Episode: started 2025-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MDS Tech 086960 | +19.2% | 1,393 | ★ |
LG Innotek 011070 | +6.9% | 147,900 | |
Uniquest Coporation 077500 | +4.8% | 6,560 | |
Dreamtech 192650 | +4.7% | 6,060 | |
Hyundai Mobis 012330 | +4.5% | 254,000 | |
Samsung Electro-mechanics 009150 | +3.8% | 123,300 | |
Samsung Electronics 005930 | +3.7% | 55,900 | |
Unitrontech 142210 | +3.4% | 5,740 | |
Telechips 054450 | +3.2% | 13,080 | |
Korea Fuel-tech 123410 | +3.2% | 4,510 |
Closing Thoughts
FuriosaAI came back after a 13-day gap with an average change of 6.76%, led by 4by4 at 12.88%. Becu AI rose 23.61% on news of a fund investing in FuriosaAI.
Most themes were one-day recurrences, so the next sessions will show whether the Battery move holds. The Holding Companies streak of 3 is the clearest test of whether a theme can keep going.