Aug 7: 8 Strong Themes — Battery, Telecom Equipment
8 strong themes — 8 recurred. Top: Battery +14.6%.
Strong themes8
Top change+14.6%
LeaderDongwha Enterprise
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 | Dongwha Enterprise | +30.00% | |
| Telecom Equipment | Korea Advanced Materials | +29.89% | |
| 5G | Korea Advanced Materials | +29.89% | |
| Solar | SDN Company | +9.40% | |
| Lithium | Joongang Advanced Materials | +6.65% | |
| Battery (Cell Makers) | SK Innovation | +10.77% | |
| Optical Communications | Korea Advanced Materials | +29.89% | |
| Steel (Small & Mid Cap) | Shin Steel | +29.96% |
On 2026-08-07, Battery led the session with an average change of 14.57%. All 10 stocks in the theme rose, and the theme returned after a gap of 8 days.
Korea Advanced Materials rose 29.89% and led both Telecom Equipment and 5G. Those two themes averaged 9.5% and 9.26%, and every stock in them rose.
Gains were broad. Eight themes rose, from Solar at 8.61% to Steel (Small & Mid Cap) at 7.11%, and the steel theme returned after a gap of 46 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 8 days | +14.6% | 10/10 | Dongwha Enterprise |
| 2 | Telecom Equipment | recurred after 2 days | +9.5% | 10/10 | Korea Advanced Materials |
| 3 | 5G | recurred after 2 days | +9.3% | 10/10 | Korea Advanced Materials |
| 4 | Solar | recurred after 2 days | +8.6% | 10/10 | SDN Company |
| 5 | Lithium | recurred after 8 days | +7.9% | 10/10 | Joongang Advanced Materials |
| 6 | Battery (Cell Makers) | recurred after 25 days | +7.5% | 3/3 | SK Innovation |
| 7 | Optical Communications | recurred after 2 days | +7.3% | 8/8 | Korea Advanced Materials |
| 8 | Steel (Small & Mid Cap) | recurred after 46 days | +7.1% | 10/10 | Shin Steel |
Theme by Theme
1. Battery (recurred after 8 days)
- Episode: started 2026-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongwha Enterprise 025900 | +30.0% | 8,060 | ★ |
Enchem 348370 | +18.6% | 24,850 | |
Kangwon Energy 114190 | +15.5% | 9,380 | |
Korchip 126730 | +13.9% | 14,690 | |
L&F 066970 | +13.0% | 90,200 | |
Sangsinenergydisplayprecision 091580 | +11.3% | 15,840 | |
Mintech 452200 | +11.3% | 1,447 | |
Lemon 294140 | +10.9% | 2,080 | |
SK Innovation 096770 | +10.8% | 120,300 | |
Sama Aluminium 006110 | +10.3% | 47,200 |
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2. Telecom Equipment (recurred after 2 days)
- Episode: started 2026-08-07, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Advanced Materials 062970 | +29.9% | 3,020 | ★ |
OE Solutions 138080 | +18.5% | 26,550 | |
Davolink 340360 | +10.5% | 1,001 | |
LiComm 388790 | +6.6% | 4,270 | |
RN2 Technologies 148250 | +5.7% | 1,876 | |
HanWool Materials Science 091440 | +5.6% | 3,000 | |
RF Materials 327260 | +5.5% | 34,850 | |
Telcon RF Pharmaceutical 200230 | +4.7% | 2,235 | |
CS 065770 | +4.0% | 1,594 | |
Wooriro 046970 | +3.9% | 4,765 |
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- 한국첨단소재, 자회사 양자 검증 플랫폼 벤치마크 등재에 ‘상’[특징주] — 이데일리 (Korean)
3. 5G (recurred after 2 days)
- Episode: started 2026-08-07, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Advanced Materials 062970 | +29.9% | 3,020 | ★ |
OE Solutions 138080 | +18.5% | 26,550 | |
Davolink 340360 | +10.5% | 1,001 | |
LiComm 388790 | +6.6% | 4,270 | |
HanWool Materials Science 091440 | +5.6% | 3,000 | |
LG Electronics 066570 | +5.6% | 185,000 | |
Daeduck Electronics 353200 | +4.3% | 103,800 | |
CS 065770 | +4.0% | 1,594 | |
Wooriro 046970 | +3.9% | 4,765 | |
TAIHAN Fiberoptics 010170 | +3.5% | 11,460 |
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- 한국첨단소재, 자회사 양자 검증 플랫폼 벤치마크 등재에 ‘상’[특징주] — 이데일리 (Korean)
4. Solar (recurred after 2 days)
- Episode: started 2026-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Haein 003010 | +29.9% | 5,910 | |
OCI Holdings Company 010060 | +11.7% | 272,500 | |
Hanwha Solutions 009830 | +11.5% | 33,900 | |
SDN Company 099220 | +9.4% | 698 | ★ |
Seronics 042600 | +9.2% | 9,970 | |
S-Energy 095910 | +4.9% | 723 | |
Advanced Nano Products 121600 | +3.2% | 47,650 | |
KCC 002380 | +2.9% | 442,000 | |
Dae Myoung Energy 389260 | +1.7% | 14,260 | |
Lake Materials 281740 | +1.6% | 12,630 |
5. Lithium (recurred after 8 days)
- Episode: started 2026-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Enchem 348370 | +18.6% | 24,850 | |
Kangwon Energy 114190 | +15.5% | 9,380 | |
SungEel HiTech 365340 | +7.0% | 33,550 | |
Sebitchem 107600 | +6.9% | 14,430 | |
Joongang Advanced Materials 051980 | +6.7% | 1,011 | ★ |
LG Chem 051910 | +5.8% | 276,000 | |
Posco Future M 003670 | +5.6% | 155,800 | |
MNTECHCo 095500 | +4.9% | 7,270 | |
LG Energy Solution 373220 | +4.3% | 360,000 | |
Kwangmu 029480 | +3.8% | 1,463 |
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6. Battery (Cell Makers) (recurred after 25 days)
- Episode: started 2026-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +10.8% | 120,300 | ★ |
Samsung SDI 006400 | +7.5% | 459,000 | |
LG Energy Solution 373220 | +4.3% | 360,000 |
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7. Optical Communications (recurred after 2 days)
- Episode: started 2026-08-07, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Advanced Materials 062970 | +29.9% | 3,020 | ★ |
Seoul Viosys 092190 | +6.7% | 6,050 | |
LiComm 388790 | +6.6% | 4,270 | |
RF Materials 327260 | +5.5% | 34,850 | |
TAIHAN Fiberoptics 010170 | +3.5% | 11,460 | |
Lightron Fiber-optic Devices 069540 | +3.3% | 3,005 | |
Mercury 100590 | +2.8% | 3,475 | |
Woori-Net 115440 | +0.1% | 7,360 |
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8. Steel (Small & Mid Cap) (recurred after 46 days)
- Episode: started 2026-08-07, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Shin Steel 162300 | +30.0% | 1,852 | ★ |
Keum Kang Steel 053260 | +12.5% | 5,320 | |
Ajusteel 139990 | +6.1% | 2,360 | |
Hanil Iron & Steel 002220 | +5.0% | 4,080 | |
Korea Steel 007280 | +3.8% | 1,918 | |
DSR Wire 069730 | +3.5% | 5,890 | |
TCC Steel 002710 | +3.5% | 9,900 | |
Komelon 049430 | +2.7% | 21,200 | |
Dongkuk Industries Company 005160 | +2.2% | 2,575 | |
Nexteel 092790 | +1.9% | 12,300 |
Closing Thoughts
Lithium at 7.91% and Battery (Cell Makers) at 7.54% rose along with the battery rally. The next thing to watch is whether that strength lasts beyond one day.
Telecom Equipment, 5G and Optical Communications all have episodes recorded through 2026-08-10. Optical Communications averaged 7.3% across 8 stocks.