Aug 11: 8 Strong Themes — Lithium, Battery
8 strong themes — 8 recurred. Top: Lithium +12.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Lithium | Hydro Lithium | +30.00% | |
| Battery | Enchem | +21.34% | |
| Music & Entertainment | Billions | +29.84% | |
| Music & Recordings | NHN Bugs | +18.88% | |
| Power Equipment | SemyungElectricMachinery | +16.11% | |
| Nuclear | Taewoong | +8.44% | |
| iPhone Supply Chain | Samsung SDI | +3.21% | |
| System Semiconductors | Korea Robot Manufacturing | +6.89% |
All eight strong themes on 2025-08-11 finished with every member stock higher. Lithium led the session with an average change of 12.71%, and all 9 of its stocks rose.
Battery came next with an average change of 11.09%, led by Enchem’s 21.34% gain. Hydro Lithium led the Lithium group with a rise of 30.0%.
Music & Entertainment rose by an average of 7.21%, and Billions jumped 29.84%. Power Equipment and Nuclear also advanced, by an average of 5.23% and 4.02%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Lithium | recurred after 5 days | +12.7% | 9/9 | Hydro Lithium |
| 2 | Battery | recurred after 5 days | +11.1% | 9/9 | Enchem |
| 3 | Music & Entertainment | recurred after 5 days | +7.2% | 10/10 | Billions |
| 4 | Music & Recordings | recurred after 5 days | +5.5% | 10/10 | NHN Bugs |
| 5 | Power Equipment | recurred after 7 days | +5.2% | 10/10 | SemyungElectricMachinery |
| 6 | Nuclear | recurred after 5 days | +4.0% | 10/10 | Taewoong |
| 7 | iPhone Supply Chain | recurred after 119 days | +3.3% | 10/10 | Samsung SDI |
| 8 | System Semiconductors | recurred after 4 days | +2.9% | 10/10 | Korea Robot Manufacturing |
Theme by Theme
1. Lithium (recurred after 5 days)
- Episode: started 2025-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hydro Lithium 101670 | +30.0% | 3,055 | ★ |
Lithium-for-earth 073570 | +23.6% | 1,600 | |
Enchem 348370 | +21.3% | 87,000 | |
Joongang Advanced Materials 051980 | +8.8% | 3,265 | |
Posco Future M 003670 | +8.3% | 162,900 | |
Chunbo 278280 | +6.7% | 48,900 | |
MNTECHCo 095500 | +6.3% | 13,550 | |
Ecopro 086520 | +4.8% | 54,500 | |
Kangwon Energy 114190 | +4.5% | 13,570 |
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2. Battery (recurred after 5 days)
- Episode: started 2025-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Enchem 348370 | +21.3% | 87,000 | ★ |
Cosmo Advanced Materials & Technology 005070 | +14.0% | 47,300 | |
TCC Steel 002710 | +10.8% | 20,250 | |
L&F 066970 | +10.3% | 83,400 | |
Hana Technology 299030 | +9.9% | 26,000 | |
mPlus 259630 | +8.7% | 10,000 | |
Duksan Techopia 317330 | +8.5% | 18,310 | |
Posco Future M 003670 | +8.3% | 162,900 | |
Ecopro BM 247540 | +8.0% | 134,000 |
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3. Music & Entertainment (recurred after 5 days)
- Episode: started 2025-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Billions 044480 | +29.8% | 570 | ★ |
YG Entertainment 122870 | +11.9% | 104,300 | |
CJ ENM 035760 | +6.1% | 75,000 | |
SM Entertainment 041510 | +5.1% | 147,300 | |
Ascendio 012170 | +5.0% | 3,365 | |
Knowmerce 473980 | +4.3% | 34,300 | |
JYP Entertainment 035900 | +4.1% | 83,100 | |
KT Genie Music 043610 | +2.4% | 2,165 | |
Dear U 376300 | +2.1% | 53,700 | |
RBW 361570 | +1.4% | 2,220 |
4. Music & Recordings (recurred after 5 days)
- Episode: started 2025-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NHN Bugs 104200 | +18.9% | 3,495 | ★ |
YG Entertainment 122870 | +11.9% | 104,300 | |
CJ ENM 035760 | +6.1% | 75,000 | |
SM Entertainment 041510 | +5.1% | 147,300 | |
JYP Entertainment 035900 | +4.1% | 83,100 | |
Dreamus Company 060570 | +3.2% | 2,230 | |
KT Genie Music 043610 | +2.4% | 2,165 | |
YG PLUS 037270 | +1.4% | 10,300 | |
RBW 361570 | +1.4% | 2,220 | |
Kakao 035720 | +0.6% | 64,200 |
5. Power Equipment (recurred after 7 days)
- Episode: started 2025-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SemyungElectricMachinery 017510 | +16.1% | 11,170 | ★ |
Cheryong Industrial 147830 | +9.8% | 7,470 | |
GnCenergy 119850 | +6.2% | 37,000 | |
Doosan Enerbility 034020 | +4.5% | 69,400 | |
Seojeon Electric Machinery 189860 | +3.7% | 3,805 | |
Dawon Cable 006340 | +2.8% | 3,155 | |
Kwang Myung Electric 017040 | +2.7% | 1,177 | |
KEPCO Plant Service & Engineering 051600 | +2.5% | 53,700 | |
Cheryong Electric 033100 | +2.1% | 40,950 | |
LS 006260 | +1.9% | 171,200 |
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6. Nuclear (recurred after 5 days)
- Episode: started 2025-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taewoong 044490 | +8.4% | 43,700 | ★ |
SNTEnergy 100840 | +4.9% | 52,000 | |
Doosan Enerbility 034020 | +4.5% | 69,400 | |
KEPCO Engineering & Construction Company 052690 | +4.2% | 99,700 | |
Seojeon Electric Machinery 189860 | +3.7% | 3,805 | |
Soosan Industries 126720 | +3.4% | 24,700 | |
Woori Technology, Incorporation 032820 | +3.0% | 3,815 | |
Hy-lok 013030 | +2.9% | 31,900 | |
Kwang Myung Electric 017040 | +2.7% | 1,177 | |
KEPCO Plant Service & Engineering 051600 | +2.5% | 53,700 |
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7. iPhone Supply Chain (recurred after 119 days)
- Episode: started 2025-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
YMT 251370 | +5.5% | 10,000 | |
INNOX Advanced Materials 272290 | +4.3% | 25,600 | |
SK hynix 000660 | +4.1% | 267,000 | |
Duk San Neolux 213420 | +3.5% | 39,350 | |
LG Innotek 011070 | +3.5% | 164,900 | |
Samsung SDI 006400 | +3.2% | 225,000 | ★ |
Derkwoo Electronics 263600 | +3.0% | 5,200 | |
BHCo 090460 | +2.9% | 15,760 | |
Protec 053610 | +1.9% | 28,750 | |
LG Display 034220 | +1.1% | 11,050 |
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8. System Semiconductors (recurred after 4 days)
- Episode: started 2025-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Robot Manufacturing 093640 | +6.9% | 5,200 | ★ |
HANMI Semiconductor 042700 | +4.1% | 90,600 | |
SK hynix 000660 | +4.1% | 267,000 | |
Openedges Technology 394280 | +3.8% | 12,930 | |
S&S Tech 101490 | +2.6% | 52,000 | |
Di 003160 | +2.5% | 13,760 | |
PSK 319660 | +1.6% | 21,600 | |
Nepes 033640 | +1.4% | 11,600 | |
Ajinextek 059120 | +1.2% | 6,670 | |
LEENO Industrial 058470 | +1.2% | 46,800 |
Closing Thoughts
Every theme came back after a short break, most of them after 5 days, and each one is on a 1-day streak. The iPhone Supply Chain theme returned after a 119-day gap.
The next test is whether Lithium and Battery keep rising for more than one day. Lithium news on Aug 11 pointed to a production cut at CATL.