Sep 3: 8 Strong Themes — Battery, Foldable Phones
8 strong themes — 2 running · 6 recurred. Top: Battery +5.7%.
Strong themes8
Top change+5.7%
LeaderNanoTIM
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 | NanoTIM | +4.87% | |
| Foldable Phones | Fine M-Tec | +16.32% | |
| Battery (Materials & Parts) | NanoTIM | +4.87% | |
| MLCC (Multilayer Ceramic Capacitors) | Samwha Capacitor | +19.21% | |
| Pharma | Hwail Pharm | +4.06% | |
| Nuclear | Kangwon Energy | +5.46% | |
| Cancer Immunotherapy | GI Innovation | +14.86% | |
| Battery (Equipment) | Apro | +4.96% |
Eight themes closed higher on 2025-09-03, and every stock in every listed theme rose. Battery led with an average change of 5.73%, all 10 of its stocks up.
Foldable Phones extended its streak to 2 days at an average change of 5.37%. Fine M-Tec led with a 16.32% gain on volume of 22834324 shares.
The biggest single move came from Samwha Capacitor, up 19.21% as MLCC (Multilayer Ceramic Capacitors) returned after 91 days. Headlines cited hopes for improving MLCC conditions.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 13 days | +5.7% | 10/10 | NanoTIM |
| 2 | Foldable Phones | 2 days running | +5.4% | 10/10 | Fine M-Tec |
| 3 | Battery (Materials & Parts) | recurred after 84 days | +5.0% | 10/10 | NanoTIM |
| 4 | MLCC (Multilayer Ceramic Capacitors) | recurred after 91 days | +5.0% | 7/7 | Samwha Capacitor |
| 5 | Pharma | 2 days running | +4.9% | 10/10 | Hwail Pharm |
| 6 | Nuclear | recurred after 9 days | +4.7% | 10/10 | Kangwon Energy |
| 7 | Cancer Immunotherapy | recurred after 41 days | +4.3% | 10/10 | GI Innovation |
| 8 | Battery (Equipment) | recurred after 84 days | +3.4% | 10/10 | Apro |
Theme by Theme
1. Battery (recurred after 13 days)
- Episode: started 2025-09-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KEM Tech 106080 | +10.9% | 1,815 | |
Korea Zinc 010130 | +9.2% | 900,000 | |
Powernet Technologies 037030 | +6.2% | 3,070 | |
Kangwon Energy 114190 | +5.5% | 11,980 | |
Apro 262260 | +5.0% | 5,930 | |
NanoTIM 417010 | +4.9% | 4,955 | ★ |
Sangsinenergydisplayprecision 091580 | +4.2% | 10,000 | |
Shin Heung Energy & Electronics 243840 | +4.0% | 4,555 | |
TCC Steel 002710 | +3.9% | 16,850 | |
Mintech 452200 | +3.5% | 3,070 |
Related news
- 나노팀, 인도향 우레탄 갭필러 추가 수주에 17%↑[특징주] — 이데일리 (Korean)
- [특징주] 나노팀, 자동차 고객사 인도향 신형 SUV 우레탄 갭필러 추가 수주 소식에 상승세 — 이투데이 (Korean)
- 나노팀, ‘우레탄 갭필러’ 추가 수주…“공급 시작” — 뉴스핌 (Korean)
2. Foldable Phones (2 days running)
- Episode: started 2025-09-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine M-Tec 441270 | +16.3% | 13,470 | ★ |
Uti 179900 | +7.6% | 26,800 | |
KH Vatec 060720 | +7.5% | 13,550 | |
Kolon Industries 120110 | +5.4% | 37,950 | |
Se Gyung Hi Tech 148150 | +4.5% | 6,500 | |
CHEMTRONICSCo 089010 | +3.1% | 26,600 | |
Samsung Electro-mechanics 009150 | +2.5% | 174,200 | |
INNOX Advanced Materials 272290 | +2.4% | 23,650 | |
LG Display 034220 | +2.2% | 12,000 | |
BHCo 090460 | +2.2% | 18,910 |
Related news
- KH바텍, 폴더블폰 판매 호조로 실적 개선 기대에 6%↑[특징주] — 이데일리 (Korean)
- 대신證 “KH바텍, 폴더블폰 판매 호조에 ‘깜짝’ 실적 예상…목표가↑” — 아주경제 (Korean)
- [클릭 e종목]“KH바텍, 폴더블폰 성공 열쇠는 힌지” — 아시아경제 (Korean)
3. Battery (Materials & Parts) (recurred after 84 days)
- Episode: started 2025-09-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KEM Tech 106080 | +10.9% | 1,815 | |
Korea Zinc 010130 | +9.2% | 900,000 | |
Kangwon Energy 114190 | +5.5% | 11,980 | |
NanoTIM 417010 | +4.9% | 4,955 | ★ |
Sangsinenergydisplayprecision 091580 | +4.2% | 10,000 | |
Shin Heung Energy & Electronics 243840 | +4.0% | 4,555 | |
TCC Steel 002710 | +3.9% | 16,850 | |
Youlchon Chemical 008730 | +3.1% | 29,950 | |
ITM Semiconductor 084850 | +2.6% | 12,230 | |
Fino 033790 | +2.3% | 4,200 |
Related news
- 나노팀, 인도향 우레탄 갭필러 추가 수주에 17%↑[특징주] — 이데일리 (Korean)
- [특징주] 나노팀, 자동차 고객사 인도향 신형 SUV 우레탄 갭필러 추가 수주 소식에 상승세 — 이투데이 (Korean)
- 나노팀, ‘우레탄 갭필러’ 추가 수주…“공급 시작” — 뉴스핌 (Korean)
4. MLCC (Multilayer Ceramic Capacitors) (recurred after 91 days)
- Episode: started 2025-09-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +19.2% | 31,650 | ★ |
Avatec 149950 | +5.5% | 8,480 | |
Korchip 126730 | +3.0% | 12,460 | |
HanWool Semiconductor 320000 | +2.7% | 2,250 | |
Samsung Electro-mechanics 009150 | +2.5% | 174,200 | |
Cosmo Advanced Materials & Technology 005070 | +1.4% | 42,000 | |
DaejooElectronicMaterials 078600 | +0.4% | 67,900 |
Related news
- MLCC 업황 개선 기대감에 관련주 급등…삼화콘덴서 18% 올라 — 한국경제 (Korean)
- [특징주] 삼화콘덴서 20%대 급등…‘MLCC 업황 개선 기대감’ — 뉴스핌 (Korean)
5. Pharma (2 days running)
- Episode: started 2025-09-02, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Prestige BioPharma 950210 | +9.9% | 14,960 | |
Daewoong Pharma 069620 | +5.0% | 144,000 | |
It-chem 309710 | +4.8% | 19,890 | |
SK Bioscience 302440 | +4.7% | 49,150 | |
SK biopharmaceuticals 326030 | +4.7% | 105,000 | |
Prestige Biologics 334970 | +4.1% | 3,645 | |
Hwail Pharm 061250 | +4.1% | 1,205 | ★ |
Bukwang Pharmaceutical Ind 003000 | +3.9% | 3,430 | |
Hanall Biopharma 009420 | +3.8% | 31,500 | |
JW Pharmaceutical 001060 | +3.7% | 22,300 |
6. Nuclear (recurred after 9 days)
- Episode: started 2025-09-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hantech 098070 | +8.7% | 52,100 | |
LS ELECTRIC 010120 | +6.8% | 292,500 | |
Kangwon Energy 114190 | +5.5% | 11,980 | ★ |
Woori Technology, Incorporation 032820 | +4.7% | 3,885 | |
Enertork 019990 | +4.6% | 7,710 | |
Woojin 105840 | +3.9% | 11,150 | |
Doosan Enerbility 034020 | +3.3% | 62,400 | |
DK-Lok 105740 | +3.3% | 9,400 | |
SNTEnergy 100840 | +3.2% | 62,000 | |
Taewoong 044490 | +2.8% | 38,000 |
7. Cancer Immunotherapy (recurred after 41 days)
- Episode: started 2025-09-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GI Innovation 358570 | +14.9% | 18,860 | ★ |
ImmuneOncia Therapeutics 424870 | +4.7% | 5,580 | |
ABL Bio 298380 | +4.2% | 96,900 | |
Yuhan 000100 | +3.6% | 118,100 | |
Choolip & Sciences 291650 | +3.4% | 1,235 | |
TiumBio 321550 | +2.7% | 5,310 | |
Cellid 299660 | +2.6% | 3,965 | |
MedPacto 235980 | +2.5% | 4,335 | |
OSCOTECInc 039200 | +2.2% | 39,050 | |
Y-Biologics 338840 | +2.1% | 12,850 |
Related news
- [장중수급포착] 지아이이노베이션, 외국인/기관 동시 순매수… 주가 +12.06% — 뉴스핌 (Korean)
8. Battery (Equipment) (recurred after 84 days)
- Episode: started 2025-09-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kangwon Energy 114190 | +5.5% | 11,980 | |
Apro 262260 | +5.0% | 5,930 | ★ |
Mintech 452200 | +3.5% | 3,070 | |
Koses 089890 | +3.4% | 10,750 | |
Hana Technology 299030 | +3.4% | 23,050 | |
HB Technology 078150 | +3.2% | 1,865 | |
HanWool Semiconductor 320000 | +2.7% | 2,250 | |
Cowin Robotics 282880 | +2.7% | 12,680 | |
Temc CNS 241790 | +2.2% | 6,940 | |
Avaco 083930 | +2.0% | 13,240 |
Related news
- 에이프로, 현대차 배터리 장비 수주…‘고객사 다변화’ — 전자신문 (Korean)
Closing Thoughts
Pharma, also on a 2-day streak at an average change of 4.88%, has an episode window listed through Sep 4. Battery and Nuclear share that Sep 4 end date.
Several themes returned after long gaps, including Battery (Equipment) after 84 days. Watch whether these one-day episodes extend past a single session.