Sep 29: 4 Strong Themes — Battery / EV, Securities Brokers
4 strong themes — 1 running · 3 recurred. Top: Battery / EV +9.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery / EV | Smotronic | +17.66% | |
| Securities Brokers | DB Securities | +4.30% | |
| Car Majors | KG Mobility | +5.05% | |
| Duty Free | HDC Holdings | +2.42% |
The Battery / EV theme led the Sep 29 session with an average change of 9.63%. All 4 of its stocks closed higher, and the theme has now run for a streak of 3 sessions.
Smotronic was the leader, up 17.66% on volume of 15123826 shares. KEC added 8.89%, Chunbo rose 6.17% and mPlus gained 5.81%.
Three themes came back after a break. Securities Brokers reappeared after a 27-day gap with an average change of 3.71%. Car Majors averaged 3.19% and Duty Free 1.87%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery / EV | 3 days running | +9.6% | 4/4 | Smotronic |
| 2 | Securities Brokers | recurred after 27 days | +3.7% | 5/5 | DB Securities |
| 3 | Car Majors | recurred after 8 days | +3.2% | 4/4 | KG Mobility |
| 4 | Duty Free | recurred after 41 days | +1.9% | 3/3 | HDC Holdings |
Theme by Theme
1. Battery / EV (3 days running)
- Episode: started 2020-09-25, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Smotronic 066590 | +17.7% | 9,060 | ★ |
KEC 092220 | +8.9% | 6,000 | |
Chunbo 278280 | +6.2% | 170,300 | |
mPlus 259630 | +5.8% | 18,200 |
Related news
- [이시각 상한가] 우수AMS(▲2300) - 29일 오후 15시12분 — 이투데이 (Korean)
- 우수AMS, 특별관계자 지분변동 — 국민일보 (Korean)
2. Securities Brokers (recurred after 27 days)
- Episode: started 2020-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DB Securities 016610 | +4.3% | 3,885 | ★ |
Eugene Investment & Securities 001200 | +3.7% | 3,610 | |
Samsung Securities 016360 | +3.7% | 30,600 | |
Korea Investment Holdings 071050 | +3.6% | 72,500 | |
KIWOOM Securities 039490 | +3.2% | 99,500 |
Related news
- [표]유가증권 기관·외국인·개인 순매수·도 상위종목(9월 29일-최종치) — 서울경제 (Korean)
- [표]유가증권·코스닥 투자주체별 매매동향(9월 29일-최종치) — 서울경제 (Korean)
3. Car Majors (recurred after 8 days)
- Episode: started 2020-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KG Mobility 003620 | +5.0% | 20,565 | ★ |
Kia 000270 | +3.1% | 46,900 | |
Hanon Systems 018880 | +2.9% | 11,479 | |
Hyundai Motor 005380 | +1.7% | 178,500 |
4. Duty Free (recurred after 41 days)
- Episode: started 2020-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HDC Holdings 012630 | +2.4% | 10,600 | ★ |
Shinsegae 004170 | +1.9% | 212,500 | |
Hyundai Department Store 069960 | +1.3% | 56,300 |
Related news
- 돌아오는 중국 보따리상…면세점 매출 넉 달 연속↑ — YTN (Korean)
Closing Thoughts
The next question is whether Battery / EV can extend its streak of 3 beyond Sep 29. This episode began on Sep 25 and has lasted 5 days so far.
Every stock in every theme in this report closed higher. For Duty Free, a YTN headline on Sep 29 pointed to rising duty-free store sales.