Oct 17: 6 Strong Themes — Battery, EV

October 17, 2025 · #Battery #EV #Stem Cells #Modular Housing #Ukraine Reconstruction #Car Majors

6 strong themes — 2 running · 4 recurred. Top: Battery +16.0%.

Strong themes6 Top change+16.0% LeaderEcopro

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+16.0%
EV
+8.7%
Stem Cells
+6.6%
Modular Housing
+6.3%
Ukraine Reconstruction
+5.9%
Car Majors
+3.3%

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 -
ThemeLeaderChangeTrend
BatteryEcopro+27.04%
EVInics+17.81%
Stem CellsNaturecell+9.60%
Modular HousingKumkang Kind+29.88%
Ukraine ReconstructionItoxi+3.36%
Car MajorsHanon Systems+9.97%

Battery led the Oct 17 session with an average change of 15.97%, with all 9 of its stocks closing higher. Ecopro led the group, up 27.04%.

EV returned after a 3-day gap with an average change of 8.69%, led by Inics at 17.81%. Stem Cells came back after 238 days, averaging 6.62%.

In Modular Housing, Kumkang Kind jumped 29.88%, the biggest gain in the data, while the theme averaged 6.32%. Ukraine Reconstruction averaged 5.87%, with all 10 stocks up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery2 days running+16.0%9/9Ecopro
2EVrecurred after 3 days+8.7%9/9Inics
3Stem Cellsrecurred after 238 days+6.6%5/5Naturecell
4Modular Housingrecurred after 59 days+6.3%6/6Kumkang Kind
5Ukraine Reconstructionrecurred after 29 days+5.9%10/10Itoxi
6Car Majors2 days running+3.3%5/5Hanon Systems

Theme by Theme

1. Battery (2 days running)

StockChangeCloseLeader
Ecopro 086520+27.0%73,300★
Chunbo 278280+21.0%59,600
W-scope Chungju Plant 393890+18.4%8,820
Inics 452400+17.8%12,170
Daejin Advanced Materials 393970+12.8%7,310
L&F 066970+12.8%111,000
Ecopro BM 247540+12.6%161,000
Youlchon Chemical 008730+11.1%38,150
Foosung 093370+10.2%7,140

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2. EV (recurred after 3 days)

StockChangeCloseLeader
Inics 452400+17.8%12,170★
L&F 066970+12.8%111,000
Hanon Systems 018880+10.0%3,750
LG Chem 051910+8.7%339,000
Samsung SDI 006400+8.3%255,500
Myoung Shin Industry 009900+5.5%9,400
HanJungNCS 107640+5.5%49,850
Cosmo Advanced Materials & Technology 005070+5.1%51,200
Enchem 348370+4.5%85,100

3. Stem Cells (recurred after 238 days)

StockChangeCloseLeader
Naturecell 007390+9.6%23,400★
Medipost 078160+8.7%15,690
ENCell 456070+8.6%12,360
Pharmicell 005690+5.7%13,130
Kangstem Biotech 217730+0.5%1,416

4. Modular Housing (recurred after 59 days)

StockChangeCloseLeader
Kumkang Kind 014280+29.9%6,520★
Dukshinepc 090410+2.5%1,405
POSCO Holdings 005490+2.3%293,000
SY 109610+1.8%3,355
KolonGlobal 003070+0.9%9,140
NRB 475230+0.5%12,380

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5. Ukraine Reconstruction (recurred after 29 days)

StockChangeCloseLeader
SG 255220+15.3%2,530
DaedongGear 008830+10.9%17,280
SY Steel Tech 365330+9.6%3,600
TYM 002900+4.9%6,190
Hyundai Everdigm 041440+4.6%8,030
DAEMO Engineering 317850+3.5%7,120
Itoxi 052770+3.4%492★
Development Advance Solution 058730+2.5%2,865
Posco International 047050+2.3%52,900
SY 109610+1.8%3,355

6. Car Majors (2 days running)

StockChangeCloseLeader
Hanon Systems 018880+10.0%3,750★
HL Mando 204320+3.7%35,400
Hyundai Wia 011210+1.8%52,400
Kia 000270+0.7%112,100
Hyundai Motor 005380+0.4%243,000

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Closing Thoughts

Battery is on a 2-day streak, and its episode runs from 2025-10-16 to 2025-10-20. Car Majors also reached a 2-day streak, led by Hanon Systems at 9.97%.

Several themes share stocks: Inics and L&F appear in both the battery and EV lists. The open question is whether these one-day returns carry into the next session.