Nov 22: 2 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Battery / EV
2 strong themes — 2 recurred. Top: Hydrogen (Fuel Cells, Vehicles) -0.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | SK Gas | +0.24% | |
| Battery / EV | Samsung SDI | +0.43% |
Both strong themes on 2019-11-22 returned after a pause, yet each closed with a negative average. Battery / EV came back after 29 days with an average change of -0.83%.
Samsung SDI led at 0.43% as a Korean news report described a long-term battery supply deal with BMW. LG Chem at -1.31% and SK Innovation at -1.62% pulled the average down.
Hydrogen (Fuel Cells, Vehicles) reappeared after 32 days with an average change of -0.28%. SK Gas led at 0.24%, while Hyundai Motor posted -0.8%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Hydrogen (Fuel Cells, Vehicles) | recurred after 32 days | -0.3% | 1/2 | SK Gas |
| 2 | Battery / EV | recurred after 29 days | -0.8% | 1/3 | Samsung SDI |
Theme by Theme
1. Hydrogen (Fuel Cells, Vehicles) (recurred after 32 days)
- Episode: started 2019-11-22, day 1
2. Battery / EV (recurred after 29 days)
- Episode: started 2019-11-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung SDI 006400 | +0.4% | 230,562 | ★ |
LG Chem 051910 | -1.3% | 301,000 | |
SK Innovation 096770 | -1.6% | 149,560 |
Related news
- [롱&안의 인기 있는 이유] 삼성SDI, BMW 배터리 공급 계약.. 향후 전망과 전략은? — 머니투데이 (Korean)
- BMW그룹, 삼성SDI 등 배터리 셀 장기 공급처 확보 — 뉴스핌 (Korean)
- 삼성SDI, BMW와 10년 장기 4조원 규모 배터리 공급 — EBN (Korean)
Closing Thoughts
Each theme had only one gainer, and both episodes have lasted 1 day so far. The next sessions will show whether Battery / EV runs past a one-session streak.
For Hydrogen (Fuel Cells, Vehicles), the next sessions will show whether this return lasts. SK Gas led on 4752 shares traded, against 707333 for Hyundai Motor.