Oct 27: 8 Strong Themes — Battery, Solar
8 strong themes — 8 recurred. Top: Battery +10.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery | Samjin LND | +21.06% | |
| Solar | DSM | +29.79% | |
| Hydrogen (Fuel Cells, Vehicles) | Pungguk Ethanol | +17.86% | |
| NEOM City | Yooshin Engineering | +14.34% | |
| Smartphones | Samsung SDI | +7.39% | |
| Crypto & Bitcoin | Vidente | +6.85% | |
| Undersea Tunnels & Underground Roads | TuksuConstruction | +5.67% | |
| mRNA | Cellumed | +2.41% |
On 2022-10-27, Battery topped the strong themes with an average change of 10.18%. All 10 of its stocks rose, led by Samjin LND at 21.06%.
Solar followed with an average change of 8.5%, and all 10 of its stocks rose. Its leader, DSM, posted the largest gain in the data at 29.79%.
Hydrogen (Fuel Cells, Vehicles) averaged 7.63%, led by Pungguk Ethanol. NEOM City followed at 6.79%, and Smartphones returned after a gap of 2086 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 3 days | +10.2% | 10/10 | Samjin LND |
| 2 | Solar | recurred after 9 days | +8.5% | 10/10 | DSM |
| 3 | Hydrogen (Fuel Cells, Vehicles) | recurred after 20 days | +7.6% | 10/10 | Pungguk Ethanol |
| 4 | NEOM City | recurred after 8 days | +6.8% | 10/10 | Yooshin Engineering |
| 5 | Smartphones | recurred after 2086 days | +4.7% | 7/7 | Samsung SDI |
| 6 | Crypto & Bitcoin | recurred after 13 days | +4.3% | 9/9 | Vidente |
| 7 | Undersea Tunnels & Underground Roads | recurred after 21 days | +3.7% | 6/6 | TuksuConstruction |
| 8 | mRNA | recurred after 317 days | +3.3% | 10/10 | Cellumed |
Theme by Theme
1. Battery (recurred after 3 days)
- Episode: started 2022-10-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Samjin LND 054090 | +21.1% | 2,960 | ★ |
People & Technology 137400 | +10.8% | 43,000 | |
SK Innovation 096770 | +10.4% | 167,271 | |
Aluko 001780 | +10.4% | 2,500 | |
Cosmo Advanced Materials & Technology 005070 | +9.7% | 67,073 | |
W-scope Chungju Plant 393890 | +8.6% | 48,850 | |
Duksan Techopia 317330 | +8.0% | 16,950 | |
Shin Heung Energy & Electronics 243840 | +7.8% | 10,460 | |
Daesung Hi-Tech 129920 | +7.7% | 9,050 | |
Samsung SDI 006400 | +7.4% | 711,757 |
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2. Solar (recurred after 9 days)
- Episode: started 2022-10-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DSM 104040 | +29.8% | 9,150 | ★ |
Hansol Technics 004710 | +7.3% | 5,211 | |
Hanwha Solutions 009830 | +7.0% | 60,839 | |
Lake Materials 281740 | +6.8% | 5,940 | |
Dohwa Engineering 002150 | +6.5% | 9,050 | |
Samsung C&T 028260 | +6.2% | 119,000 | |
Advanced Nano Products 121600 | +5.5% | 90,000 | |
HD Hyundai Energy Solutions 322000 | +5.4% | 58,800 | |
Avaco 083930 | +5.3% | 13,950 | |
SDN Company 099220 | +5.1% | 2,045 |
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3. Hydrogen (Fuel Cells, Vehicles) (recurred after 20 days)
- Episode: started 2022-10-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pungguk Ethanol 023900 | +17.9% | 13,200 | ★ |
SM Kukil 078130 | +16.4% | 13,110 | |
Hanwha Solutions 009830 | +7.0% | 60,839 | |
GMB Korea 013870 | +6.0% | 4,800 | |
SY Dong-a 041930 | +5.6% | 7,780 | |
Kolon Industries 120110 | +4.9% | 43,050 | |
Hyundai Steel Company 004020 | +4.8% | 30,450 | |
BMTCo 086670 | +4.7% | 13,450 | |
S-Energy 095910 | +4.6% | 3,143 | |
DK-Lok 105740 | +4.5% | 11,500 |
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4. NEOM City (recurred after 8 days)
- Episode: started 2022-10-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Yooshin Engineering 054930 | +14.3% | 45,050 | ★ |
HanmiGlobal 053690 | +9.7% | 35,500 | |
Taihan Cable & Solution 001440 | +7.3% | 13,944 | |
Dohwa Engineering 002150 | +6.5% | 9,050 | |
Samsung C&T 028260 | +6.2% | 119,000 | |
Heerim Architects & Planners 037440 | +5.3% | 8,600 | |
SeAH SPECIAL STEEL 019440 | +4.8% | 19,700 | |
SeAH Besteel Holdings 001430 | +4.7% | 16,600 | |
BMTCo 086670 | +4.7% | 13,450 | |
SM Entertainment 041510 | +4.3% | 72,800 |
5. Smartphones (recurred after 2086 days)
- Episode: started 2022-10-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung SDI 006400 | +7.4% | 711,757 | ★ |
Amogreentech 125210 | +5.0% | 14,700 | |
Fidelix 032580 | +4.5% | 1,290 | |
Mobase 101330 | +4.3% | 2,770 | |
CHEMTRONICSCo 089010 | +3.9% | 15,900 | |
Imagis 115610 | +3.8% | 4,006 | |
TOVISCo 051360 | +3.7% | 8,650 |
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6. Crypto & Bitcoin (recurred after 13 days)
- Episode: started 2022-10-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Vidente 121800 | +6.8% | 3,980 | ★ |
T Scientific 057680 | +5.6% | 15,993 | |
GalaxiaMoneytree 094480 | +5.5% | 5,200 | |
Woori Technology Investment 041190 | +5.1% | 4,675 | |
Inbiogen 101140 | +4.8% | 17,861 | |
Atinum Investment 021080 | +3.2% | 2,755 | |
KG Financial 046440 | +3.1% | 5,600 | |
T.S.Investment 246690 | +2.5% | 3,621 | |
Neowiz Holdings 042420 | +2.4% | 25,500 |
7. Undersea Tunnels & Underground Roads (recurred after 21 days)
- Episode: started 2022-10-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TuksuConstruction 026150 | +5.7% | 8,390 | ★ |
Hankuk Steel Wire 025550 | +4.4% | 3,895 | |
Woowon Development 046940 | +3.9% | 3,355 | |
Dong-Ah Geological Engineering Company 028100 | +3.5% | 13,250 | |
LS 006260 | +2.9% | 64,900 | |
Busan Industrial 011390 | +1.8% | 63,600 |
8. mRNA (recurred after 317 days)
- Episode: started 2022-10-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Olipass 244460 | +6.5% | 65,997 | |
GC Biopharma 006280 | +4.9% | 128,500 | |
Samyang Holdings 000070 | +3.6% | 41,906 | |
Aminologics 074430 | +3.5% | 1,945 | |
Pharmicell 005690 | +3.5% | 10,500 | |
ST Pharm 237690 | +2.7% | 84,600 | |
Cellumed 049180 | +2.4% | 4,465 | ★ |
OliX Pharmaceuticals 226950 | +2.3% | 19,750 | |
Hanmi Science 008930 | +2.1% | 31,513 | |
EyeGene 185490 | +1.5% | 5,432 |
Closing Thoughts
All eight themes were recurrences, each on a streak of 1. Battery is the only one whose episode runs to 2022-10-28, while the rest were one-day episodes on Oct 27.
mRNA returned after a gap of 317 days, with all 10 stocks up and an average change of 3.29%. The open question is whether these recurring themes last beyond a single session.