Jul 24: 6 Strong Themes — Battery, Lithium

July 24, 2023 · #Battery #Lithium #EV #Battery (Cell Makers) #Construction Equipment #Ukraine Reconstruction

6 strong themes — 6 recurred. Top: Battery +16.0%.

Strong themes6 Top change+16.0% LeaderXavis

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+16.0%
Lithium
+8.7%
EV
+8.2%
Battery (Cell Makers)
+6.6%
Construction Equipment
+4.8%
Ukraine Reconstruction
+4.0%

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 -
ThemeLeaderChangeTrend
BatteryXavis+30.00%
LithiumPOSCO Holdings+16.52%
EVPosco Steeleon+23.71%
Battery (Cell Makers)SK Innovation+11.21%
Construction EquipmentTera Science+10.74%
Ukraine ReconstructionWellbiotec+7.94%-

On Jul 24, battery-linked names dominated the session. Battery led all six strong themes with an average change of 15.96%, and all 9 of its stocks closed higher.

Xavis led that theme with a 30.0% gain, while POSCO Holdings rose 16.52%. Lithium followed with an average change of 8.71%, and all 10 of its stocks rose.

EV posted an average change of 8.18%, led by Posco Steeleon at 23.71%. SK Innovation rose 11.21% and appeared in three of the six themes.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 4 days+16.0%9/9Xavis
2Lithiumrecurred after 6 days+8.7%10/10POSCO Holdings
3EVrecurred after 4 days+8.2%10/10Posco Steeleon
4Battery (Cell Makers)recurred after 47 days+6.6%3/3SK Innovation
5Construction Equipmentrecurred after 12 days+4.8%7/7Tera Science
6Ukraine Reconstructionrecurred after 7 days+4.0%7/7Wellbiotec

Theme by Theme

1. Battery (recurred after 4 days)

StockChangeCloseLeader
Xavis 254120+30.0%5,720★
Advanced Nano Products 121600+17.7%172,400
Kumyang 001570+17.0%143,200
POSCO Holdings 005490+16.5%642,000
TCC Steel 002710+16.0%68,300
S Connect 096630+13.8%10,500
SK Innovation 096770+11.2%193,346
W-scope Chungju Plant 393890+11.0%80,500
Posco Future M 003670+10.5%525,369

Related news

2. Lithium (recurred after 6 days)

StockChangeCloseLeader
Kumyang 001570+17.0%143,200
POSCO Holdings 005490+16.5%642,000★
Posco Future M 003670+10.5%525,369
Posco M-tech 009520+9.2%36,600
Wellbiotec 010600+7.9%3,805
Hydro Lithium 101670+6.9%31,050
MNTECHCo 095500+6.5%27,000
Lithium-for-earth 073570+4.8%99,110
Enplus 074610+4.2%80,200
Chunbo 278280+3.5%205,000

3. EV (recurred after 4 days)

StockChangeCloseLeader
Posco Steeleon 058430+23.7%8,610★
SK Innovation 096770+11.2%193,346
Wooshin Systems 017370+9.7%5,980
Shin Heung Energy & Electronics 243840+8.2%10,860
Infac 023810+7.0%13,580
LG Energy Solution 373220+4.9%597,000
L&F 066970+4.8%281,000
Ust 263770+4.2%4,255
Sangsinenergydisplayprecision 091580+4.1%21,550
SFA Nexel 222080+3.9%13,800

Related news

4. Battery (Cell Makers) (recurred after 47 days)

StockChangeCloseLeader
SK Innovation 096770+11.2%193,346★
LG Energy Solution 373220+4.9%597,000
Samsung SDI 006400+3.8%697,071

Related news

5. Construction Equipment (recurred after 12 days)

StockChangeCloseLeader
Tera Science 073640+10.7%6,290★
HD Construction Equipment 267270+6.5%83,300
HD Hyundai Infracore 042670+5.0%11,970
DY Power 210540+4.4%16,230
Jinsung T.e.c 036890+3.4%15,150
FreeMs 053160+2.8%10,650
Doosan Bobcat 241560+1.0%60,000

6. Ukraine Reconstruction (recurred after 7 days)

StockChangeCloseLeader
Wellbiotec 010600+7.9%3,805★
HD Construction Equipment 267270+6.5%83,300
HD Hyundai Infracore 042670+5.0%11,970
DY Power 210540+4.4%16,230
FreeMs 053160+2.8%10,650
Hyundai 011760+0.9%22,800
Hyundai Engineering & Construction 000720+0.3%37,800

Related news

Closing Thoughts

Every theme on the list is a recurrence after a gap, and Battery (Cell Makers) returned after 47 days. Its episode, like Lithium’s, is recorded at 1 day.

Outside batteries, Construction Equipment averaged 4.84% and Ukraine Reconstruction averaged 3.97%, led by Tera Science and Wellbiotec. Both episodes run through 2023-07-25.