Mar 6: 8 Strong Themes — Battery, EV
8 strong themes — 3 running · 5 recurred. Top: Battery +18.4%.
Strong themes8
Top change+18.4%
LeaderNara Mold And Die
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 | Nara Mold And Die | +23.22% | |
| EV | Nara Mold And Die | +23.22% | |
| AI & Robotics | Saltlux | +20.15% | |
| EV Charging | Wellbiotec | +23.93% | - |
| Galaxy Supply Chain | Lemon | +11.75% | |
| MLCC (Multilayer Ceramic Capacitors) | Cosmo Advanced Materials & Technology | +10.37% | |
| iPhone Supply Chain | BHCo | +9.78% | |
| Internet Majors | Kakao | +4.26% |
Battery names led the Mar 6 session. Battery posted an average change of 18.43%, with all 9 stocks rising and the streak reaching 4 days.
Isu Chemical topped the group at 29.84%, while leader Nara Mold And Die gained 23.22%. Ecopro BM added 19.17% to close at 217000.
EV extended its streak to 2 days with an average change of 10.34%. AI & Robotics averaged 7.8%, led by Saltlux at 20.15%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | 4 days running | +18.4% | 9/9 | Nara Mold And Die |
| 2 | EV | 2 days running | +10.3% | 10/10 | Nara Mold And Die |
| 3 | AI & Robotics | 2 days running | +7.8% | 10/10 | Saltlux |
| 4 | EV Charging | recurred after 13 days | +7.5% | 7/7 | Wellbiotec |
| 5 | Galaxy Supply Chain | recurred after 32 days | +6.3% | 10/10 | Lemon |
| 6 | MLCC (Multilayer Ceramic Capacitors) | recurred after 18 days | +5.0% | 6/6 | Cosmo Advanced Materials & Technology |
| 7 | iPhone Supply Chain | recurred after 18 days | +4.4% | 10/10 | BHCo |
| 8 | Internet Majors | recurred after 31 days | +4.3% | 2/2 | Kakao |
Theme by Theme
1. Battery (4 days running)
- Episode: started 2023-02-28, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Isu Chemical 005950 | +29.8% | 18,275 | |
Nara Mold And Die 051490 | +23.2% | 8,650 | ★ |
Ecopro BM 247540 | +19.2% | 217,000 | |
Mi 059090 | +17.5% | 12,540 | |
Top Material 360070 | +16.8% | 46,600 | |
Chemtros 220260 | +16.5% | 10,580 | |
A.f.w 312610 | +16.4% | 4,155 | |
Sangsinenergydisplayprecision 091580 | +14.2% | 25,800 | |
HT Robotics 396300 | +12.2% | 5,790 |
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2. EV (2 days running)
- Episode: started 2023-03-03, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Nara Mold And Die 051490 | +23.2% | 8,650 | ★ |
Sangsinenergydisplayprecision 091580 | +14.2% | 25,800 | |
HT Robotics 396300 | +12.2% | 5,790 | |
Cosmo Advanced Materials & Technology 005070 | +10.4% | 97,795 | |
Samwha Electric 009470 | +9.1% | 17,200 | |
Samwha Capacitor 001820 | +7.0% | 47,650 | |
Hanjoo Light Metal 198940 | +6.9% | 6,348 | |
Sewon 234100 | +6.9% | 12,425 | |
Samsung SDI 006400 | +6.8% | 764,624 | |
PS Tec 002230 | +6.8% | 4,325 |
3. AI & Robotics (2 days running)
- Episode: started 2023-03-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Saltlux 304100 | +20.1% | 41,150 | ★ |
Yujin Robot 056080 | +9.3% | 7,620 | |
Emro 058970 | +8.2% | 24,450 | |
Everybot 270660 | +7.8% | 17,870 | |
Hyulim ROBOT 090710 | +7.8% | 7,287 | |
Advanced Digital Chips 054630 | +6.9% | 6,210 | |
Pintel 291810 | +4.9% | 9,420 | |
SyntekaBio 226330 | +4.7% | 8,618 | |
Russell 217500 | +4.2% | 3,980 | |
SP Systems 317830 | +4.1% | 9,970 |
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4. EV Charging (recurred after 13 days)
- Episode: started 2023-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wellbiotec 010600 | +23.9% | 1,300 | ★ |
Humax Holdings 028080 | +7.3% | 26,767 | |
Motrex 118990 | +5.1% | 18,640 | |
SKNetworksCompanyLimited 001740 | +4.7% | 4,320 | |
STraffic 234300 | +4.4% | 4,660 | |
Shinsegae Information & Communication 035510 | +3.8% | 17,750 | |
LG Electronics 066570 | +3.3% | 114,500 |
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5. Galaxy Supply Chain (recurred after 32 days)
- Episode: started 2023-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lemon 294140 | +11.8% | 8,871 | ★ |
BHCo 090460 | +9.8% | 24,700 | |
Daeduck Electronics 353200 | +9.6% | 22,950 | |
NEWFLEXTECHNOLGYCo 085670 | +7.1% | 7,820 | |
Korea Circuit 007810 | +5.5% | 15,830 | |
Isupetasys 007660 | +5.5% | 8,956 | |
Samsung Electro-mechanics 009150 | +4.1% | 152,900 | |
Duk San Neolux 213420 | +3.3% | 44,000 | |
Gigalane 049080 | +3.2% | 18,260 | |
Interflex 051370 | +3.2% | 10,780 |
6. MLCC (Multilayer Ceramic Capacitors) (recurred after 18 days)
- Episode: started 2023-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmo Advanced Materials & Technology 005070 | +10.4% | 97,795 | ★ |
Samwha Capacitor 001820 | +7.0% | 47,650 | |
Samsung Electro-mechanics 009150 | +4.1% | 152,900 | |
DaejooElectronicMaterials 078600 | +3.4% | 102,900 | |
Avatec 149950 | +3.3% | 16,970 | |
RFsemiTechnologies 096610 | +1.6% | 3,905 |
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7. iPhone Supply Chain (recurred after 18 days)
- Episode: started 2023-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BHCo 090460 | +9.8% | 24,700 | ★ |
Samsung SDI 006400 | +6.8% | 764,624 | |
Samsung Electro-mechanics 009150 | +4.1% | 152,900 | |
LG Innotek 011070 | +4.1% | 281,500 | |
LX Semicon 108320 | +4.0% | 94,500 | |
Duk San Neolux 213420 | +3.3% | 44,000 | |
LG Chem 051910 | +3.3% | 726,000 | |
Interflex 051370 | +3.2% | 10,780 | |
SK hynix 000660 | +2.8% | 89,700 | |
ITM Semiconductor 084850 | +2.4% | 27,500 |
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8. Internet Majors (recurred after 31 days)
- Episode: started 2023-03-06, day 1
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Closing Thoughts
Several themes came back after a gap: EV Charging after 13 days at 7.51%, and Galaxy Supply Chain after 32 days at 6.29%. It is still open whether these one-day moves carry on.
On 2023-03-06, news coverage warned of overheating in secondary battery stocks. Internet Majors rose 4.32% on average while reports covered the SM acquisition contest involving Kakao.