Aug 5: 8 Strong Themes — Battery, EV
8 strong themes — 8 recurred. Top: Battery +12.2%.
Strong themes8
Top change+12.2%
LeaderShin Heung Energy & Electronics
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 | Shin Heung Energy & Electronics | +23.46% | |
| EV | Shin Heung Energy & Electronics | +23.46% | |
| Shipbuilding Equipment | Atum | +8.47% | |
| Lithium | Sebitchem | +9.85% | |
| Shipbuilding | Daehan Shipbuilding | +29.91% | - |
| 5G | LS Eco Energy | +15.34% | |
| Semiconductor Materials & Components | Megatouch | +5.28% | |
| OLED Displays | Duksan Techopia | +5.12% |
All eight strong themes on Aug 5 finished with every listed stock in the green. Battery led with an average change of 12.23%, and all 10 of its stocks rose.
Shin Heung Energy & Electronics led both Battery and EV with a 23.46% gain. EV posted an average change of 10.12%.
In Shipbuilding, Daehan Shipbuilding rose 29.91%, the largest single move in the data. The theme’s average change was 6.54%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 6 days | +12.2% | 10/10 | Shin Heung Energy & Electronics |
| 2 | EV | recurred after 12 days | +10.1% | 10/10 | Shin Heung Energy & Electronics |
| 3 | Shipbuilding Equipment | recurred after 5 days | +6.6% | 10/10 | Atum |
| 4 | Lithium | recurred after 6 days | +6.5% | 10/10 | Sebitchem |
| 5 | Shipbuilding | recurred after 5 days | +6.5% | 7/7 | Daehan Shipbuilding |
| 6 | 5G | recurred after 67 days | +5.6% | 10/10 | LS Eco Energy |
| 7 | Semiconductor Materials & Components | recurred after 8 days | +5.2% | 10/10 | Megatouch |
| 8 | OLED Displays | recurred after 46 days | +4.6% | 10/10 | Duksan Techopia |
Theme by Theme
1. Battery (recurred after 6 days)
- Episode: started 2025-08-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Shin Heung Energy & Electronics 243840 | +23.5% | 5,000 | ★ |
Ecopro BM 247540 | +15.3% | 124,500 | |
Ecopro Materials 450080 | +11.9% | 54,500 | |
Fino 033790 | +11.4% | 4,305 | |
Cosmo Advanced Materials & Technology 005070 | +10.7% | 41,400 | |
Soulbrain Holdings 036830 | +10.5% | 46,250 | |
Samsung SDI 006400 | +10.2% | 213,500 | |
Sebitchem 107600 | +9.8% | 26,200 | |
Sangsinenergydisplayprecision 091580 | +9.5% | 9,780 | |
Isu Specialty Chemical 457190 | +9.5% | 46,200 |
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2. EV (recurred after 12 days)
- Episode: started 2025-08-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Shin Heung Energy & Electronics 243840 | +23.5% | 5,000 | ★ |
HanJungNCS 107640 | +12.0% | 36,050 | |
Cosmo Advanced Materials & Technology 005070 | +10.7% | 41,400 | |
Samsung SDI 006400 | +10.2% | 213,500 | |
Sangsinenergydisplayprecision 091580 | +9.5% | 9,780 | |
LS ELECTRIC 010120 | +8.4% | 329,000 | |
Shinsung ST 416180 | +8.4% | 43,400 | |
L&F 066970 | +8.3% | 71,400 | |
Solus Advanced Materials 336370 | +5.4% | 8,640 | |
Enchem 348370 | +4.8% | 67,000 |
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3. Shipbuilding Equipment (recurred after 5 days)
- Episode: started 2025-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD-Hyundai Marine Engine 071970 | +10.1% | 73,900 | |
Hanwha Engine 082740 | +8.9% | 38,700 | |
Atum 355690 | +8.5% | 7,170 | ★ |
STX Engine 077970 | +6.4% | 25,850 | |
Inhwa Precision 101930 | +6.3% | 41,850 | |
Cape Industries 064820 | +6.3% | 7,780 | |
Samyoung M-tek C0 054540 | +5.6% | 6,240 | |
Il Seung 333430 | +5.1% | 4,945 | |
Finebesteel 133820 | +4.7% | 1,320 | |
KSP 073010 | +4.1% | 4,695 |
4. Lithium (recurred after 6 days)
- Episode: started 2025-08-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sebitchem 107600 | +9.8% | 26,200 | ★ |
Posco Future M 003670 | +8.6% | 148,400 | |
Ecopro 086520 | +8.5% | 52,100 | |
Cosmochemical 005420 | +7.6% | 16,780 | |
Chunbo 278280 | +7.1% | 46,500 | |
Lithium-for-earth 073570 | +5.4% | 1,365 | |
SungEel HiTech 365340 | +5.1% | 38,350 | |
Posco M-tech 009520 | +5.0% | 14,560 | |
Enchem 348370 | +4.8% | 67,000 | |
Foosung 093370 | +3.4% | 4,830 |
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5. Shipbuilding (recurred after 5 days)
- Episode: started 2025-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daehan Shipbuilding 439260 | +29.9% | 103,800 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +5.6% | 356,500 | |
Samsung Heavy Industries 010140 | +5.1% | 19,750 | |
HJ Shipbuilding & Construction 097230 | +2.4% | 10,440 | |
Hanwha Ocean 042660 | +1.6% | 116,100 | |
HD Hyundai Mipo 010620 | +1.1% | 197,900 | |
HD Hyundai Heavy Industries 329180 | +0.1% | 464,000 |
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6. 5G (recurred after 67 days)
- Episode: started 2025-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Eco Energy 229640 | +15.3% | 41,350 | ★ |
Davolink 340360 | +10.0% | 2,020 | |
TAIHAN Fiberoptics 010170 | +9.3% | 1,145 | |
LS Marine Solution 060370 | +4.1% | 26,900 | |
nTels 069410 | +3.8% | 5,440 | |
Seojin System 178320 | +3.4% | 21,500 | |
Korea Advanced Materials 062970 | +3.2% | 3,405 | |
Zaram Technology 389020 | +3.0% | 39,550 | |
Lightron Fiber-optic Devices 069540 | +2.1% | 1,065 | |
Pentastone Electronics 332570 | +2.0% | 2,980 |
7. Semiconductor Materials & Components (recurred after 8 days)
- Episode: started 2025-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan 000150 | +7.7% | 617,000 | |
Chunbo 278280 | +7.1% | 46,500 | |
OKins Electronics 080580 | +7.0% | 7,000 | |
Megatouch 446540 | +5.3% | 4,285 | ★ |
Mi 059090 | +5.3% | 15,210 | |
Duksan Techopia 317330 | +5.1% | 16,830 | |
Lake Materials 281740 | +4.0% | 12,500 | |
BCnC 146320 | +3.8% | 10,350 | |
Foosung 093370 | +3.4% | 4,830 | |
Welkeeps Hitech 043590 | +3.4% | 710 |
8. OLED Displays (recurred after 46 days)
- Episode: started 2025-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chunbo 278280 | +7.1% | 46,500 | |
meerecompanyIncorporated 049950 | +5.5% | 16,040 | |
Solus Advanced Materials 336370 | +5.4% | 8,640 | |
Duksan Techopia 317330 | +5.1% | 16,830 | ★ |
Advanced Nano Products 121600 | +5.1% | 55,900 | |
Sang-a Frontec 089980 | +4.6% | 17,680 | |
V-one Tech 251630 | +3.4% | 4,920 | |
Welkeeps Hitech 043590 | +3.4% | 710 | |
Narae Nanotech 137080 | +3.3% | 3,635 | |
Naintech 267320 | +3.3% | 3,325 |
Closing Thoughts
The Battery, EV and Lithium episodes are listed through Aug 6. The next session will show whether that breadth holds.
Lithium headlines cited a lithium price rebound and ESS order hopes, plus a surprise result at Ecopro BM. 5G returned after a gap of 67 days.