Mar 27: 8 Strong Themes — Battery, Lithium
8 strong themes — 3 running · 5 recurred. Top: Battery +18.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery | Enplus | +29.87% | |
| Lithium | Posco M-tech | +29.99% | |
| Rare Earths & Rare Metals | EG | +29.99% | |
| Semiconductor Equipment | Justem | +12.72% | |
| Semiconductor Materials & Components | GO Element | +9.31% | |
| Battery Recycling | Cosmochemical | +10.28% | |
| Steel (Small & Mid Cap) | J Steel Company Holdings | +12.50% | |
| System Semiconductors | Jhcos | +2.63% | - |
Battery-linked names led the Mar 27 session. Battery topped the board with an average change of 18.19%, and all 10 of its stocks closed higher.
Lithium came next with an average change of 17.47%, led by Posco M-tech at 29.99%. Enplus rose 29.87% and was among the stocks in both of the top two themes.
Rare Earths & Rare Metals came back after a gap of 38 days, with EG up 29.99%. In Semiconductor Equipment, Justem gained 12.72%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 4 days | +18.2% | 10/10 | Enplus |
| 2 | Lithium | recurred after 5 days | +17.5% | 10/10 | Posco M-tech |
| 3 | Rare Earths & Rare Metals | recurred after 38 days | +8.8% | 7/7 | EG |
| 4 | Semiconductor Equipment | 2 days running | +7.6% | 8/8 | Justem |
| 5 | Semiconductor Materials & Components | 2 days running | +6.1% | 9/9 | GO Element |
| 6 | Battery Recycling | recurred after 4 days | +5.4% | 9/9 | Cosmochemical |
| 7 | Steel (Small & Mid Cap) | recurred after 7 days | +4.3% | 9/9 | J Steel Company Holdings |
| 8 | System Semiconductors | 2 days running | +3.5% | 10/10 | Jhcos |
Theme by Theme
1. Battery (recurred after 4 days)
- Episode: started 2023-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Enplus 074610 | +29.9% | 87,400 | ★ |
Jeio 418550 | +27.6% | 33,300 | |
Kwangmu 029480 | +24.8% | 4,475 | |
E Investment&Development 093230 | +21.6% | 1,405 | |
Hwang Kum Steel & Technology 032560 | +18.9% | 9,190 | |
Lemon 294140 | +13.7% | 22,648 | |
INNOXCorporation 088390 | +12.1% | 33,400 | |
meerecompanyIncorporated 049950 | +11.2% | 49,700 | |
Cosmo Advanced Materials & Technology 005070 | +11.1% | 133,356 | |
Nsys 333620 | +11.0% | 14,380 |
Related news
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- [fnRASSI]장마감, 거래소 상승 종목(이엔플러스 29.9% ↑) — 파이낸셜뉴스 (Korean)
- [데이터로 보는 증시]삼성전자·이엔플러스, 기관·외국인 코스피 순매수 1위(3월 27일-최종치) — 서울경제 (Korean)
2. Lithium (recurred after 5 days)
- Episode: started 2023-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco M-tech 009520 | +30.0% | 18,250 | ★ |
Enplus 074610 | +29.9% | 87,400 | |
Kangwon Energy 114190 | +29.7% | 37,300 | |
Kwangmu 029480 | +24.8% | 4,475 | |
Lithium-for-earth 073570 | +17.7% | 107,049 | |
Aptn 270520 | +10.5% | 26,980 | |
Cosmochemical 005420 | +10.3% | 50,674 | |
Chunbo 278280 | +7.9% | 245,500 | |
Hydro Lithium 101670 | +7.1% | 30,250 | |
Ev Advanced Material 131400 | +6.8% | 1,826 |
Related news
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3. Rare Earths & Rare Metals (recurred after 38 days)
- Episode: started 2023-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
EG 037370 | +30.0% | 20,200 | ★ |
Union 000910 | +11.6% | 6,060 | |
Cenotec 222420 | +10.2% | 2,160 | |
Tplex 081150 | +4.4% | 4,005 | |
POSCO Holdings 005490 | +3.1% | 332,000 | |
Union Materials 047400 | +2.5% | 2,900 | |
Dongkuk Refractories & Steel 075970 | +0.1% | 4,005 |
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- [fnRASSI]포스코엠텍, EG 등 40종목 52주 신고가 경신 — 파이낸셜뉴스 (Korean)
4. Semiconductor Equipment (2 days running)
- Episode: started 2023-03-24, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Justem 417840 | +12.7% | 6,299 | ★ |
N2tech 227950 | +9.9% | 4,995 | |
Yest 122640 | +9.0% | 10,030 | |
Robostar 090360 | +8.8% | 42,100 | |
Pemtron 168360 | +6.3% | 4,770 | |
Pro2000 321260 | +5.5% | 2,895 | |
Xavis 254120 | +4.2% | 2,705 | |
Tse 131290 | +4.2% | 40,650 |
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5. Semiconductor Materials & Components (2 days running)
- Episode: started 2023-03-24, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Ji-tech 417500 | +13.9% | 4,332 | |
GO Element 311320 | +9.3% | 10,680 | ★ |
Chunbo 278280 | +7.9% | 245,500 | |
OKins Electronics 080580 | +5.3% | 19,100 | |
Lake Materials 281740 | +5.3% | 8,660 | |
MKElectron 033160 | +4.3% | 15,850 | |
Temc 425040 | +3.4% | 19,250 | |
Mecaro 241770 | +3.1% | 11,100 | |
Mi 059090 | +2.5% | 12,530 |
6. Battery Recycling (recurred after 4 days)
- Episode: started 2023-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Welcron Hantec 076080 | +10.5% | 5,880 | |
Cosmochemical 005420 | +10.3% | 50,674 | ★ |
Power Logics 047310 | +8.0% | 6,340 | |
Sebitchem 107600 | +5.1% | 119,800 | |
SK Innovation 096770 | +4.5% | 164,123 | |
POSCO Holdings 005490 | +3.1% | 332,000 | |
Egtronics 377330 | +3.1% | 12,300 | |
SungEel HiTech 365340 | +2.0% | 166,000 | |
Younghwa Tech 265560 | +1.7% | 12,140 |
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7. Steel (Small & Mid Cap) (recurred after 7 days)
- Episode: started 2023-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
J Steel Company Holdings 023440 | +12.5% | 2,880 | ★ |
TCC Steel 002710 | +7.2% | 23,200 | |
Husteel 005010 | +5.2% | 6,630 | |
NI Steel 008260 | +4.9% | 5,950 | |
Ust 263770 | +4.1% | 4,100 | |
Dong Il Steel MFG 002690 | +1.5% | 2,335 | |
Dongkuk Industries Company 005160 | +1.5% | 6,040 | |
Komelon 049430 | +1.2% | 9,540 | |
Histeel 071090 | +1.1% | 4,155 |
8. System Semiconductors (2 days running)
- Episode: started 2023-03-24, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirai Semiconductors 254490 | +5.8% | 19,940 | |
DB HiTek 000990 | +5.1% | 59,500 | |
LEENO Industrial 058470 | +4.2% | 28,493 | |
Korea Robot Manufacturing 093640 | +3.8% | 9,600 | |
HANMI Semiconductor 042700 | +3.6% | 20,650 | |
Winpac 097800 | +3.3% | 7,335 | |
Advanced Digital Chips 054630 | +2.7% | 5,340 | |
Jhcos 089530 | +2.6% | 625 | ★ |
Nepes Ark 330860 | +2.3% | 24,200 | |
CoAsia 045970 | +1.9% | 11,190 |
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Closing Thoughts
Semiconductor Equipment, Semiconductor Materials & Components and System Semiconductors each carry a 2-day streak into the next session.
The battery-linked themes each sit at a streak of 1, so the next session will show whether the move carries on. Battery Recycling had an average change of 5.37%, with 9 of 9 stocks up.