Aug 12: 4 Strong Themes — Battery / EV, Autonomous Driving
4 strong themes — 4 recurred. Top: Battery / EV +13.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery / EV | K-ensol | +29.82% | |
| Autonomous Driving | Unitrontech | +7.91% | |
| Foldable Phones | Tapex | +5.69% | |
| Games / Mobile Games | Wemade | +11.70% |
On Aug 12, 2021, Battery / EV was the strongest theme, with an average change of 13.12% and all 6 stocks higher. K-ensol led at 29.82%, followed by Cosmochemical at 21.53%.
Autonomous Driving came next with an average change of 7.43%, with Motrex up 12.06%. Foldable Phones averaged 3.86%, led by Tapex at 5.69%.
The odd one out was Games / Mobile Games, with an average change of -0.74% and only 2 of 6 stocks up. Wemade rose 11.7%, while Devsisters closed at -11.19%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery / EV | recurred after 3 days | +13.1% | 6/6 | K-ensol |
| 2 | Autonomous Driving | recurred after 43 days | +7.4% | 4/4 | Unitrontech |
| 3 | Foldable Phones | recurred after 50 days | +3.9% | 4/4 | Tapex |
| 4 | Games / Mobile Games | recurred after 44 days | -0.7% | 2/6 | Wemade |
Theme by Theme
1. Battery / EV (recurred after 3 days)
- Episode: started 2021-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
K-ensol 053080 | +29.8% | 19,008 | ★ |
Cosmochemical 005420 | +21.5% | 15,790 | |
Shinsung Delta Tech 065350 | +11.7% | 21,000 | |
Ecopro 086520 | +6.8% | 20,164 | |
Hwashin 010690 | +5.5% | 10,050 | |
Cosmo Advanced Materials & Technology 005070 | +3.4% | 51,268 |
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2. Autonomous Driving (recurred after 43 days)
- Episode: started 2021-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Motrex 118990 | +12.1% | 11,863 | |
Unitrontech 142210 | +7.9% | 6,224 | ★ |
Chips&Media 094360 | +5.2% | 8,100 | |
Mobile Appliance 087260 | +4.5% | 4,710 |
3. Foldable Phones (recurred after 50 days)
- Episode: started 2021-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tapex 055490 | +5.7% | 72,400 | ★ |
Fine Technix 106240 | +4.9% | 3,885 | |
KH Vatec 060720 | +2.6% | 21,550 | |
Kolon Industries 120110 | +2.3% | 81,100 |
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4. Games / Mobile Games (recurred after 44 days)
- Episode: started 2021-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wemade 112040 | +11.7% | 30,865 | ★ |
Nexon GT 041140 | +5.2% | 12,250 | |
Kakao Games 293490 | -2.5% | 78,800 | |
Netmarble 251270 | -3.3% | 132,000 | |
Com2uS Holdings 063080 | -4.3% | 34,500 | |
Devsisters 194480 | -11.2% | 72,200 |
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Closing Thoughts
All four themes came back after a break. The gaps ran from 3 days for Battery / EV to 50 days for Foldable Phones, and each episode has lasted just 1 day so far.
News on Aug 12 covered Netmarble selling Kakao Games shares, and Kakao Games closed at -2.48%. It is still unclear whether the split inside the game theme will continue.