Oct 11: 8 Strong Themes — Smartphones, Battery

October 11, 2023 · #Smartphones #Battery #Semiconductor Materials & Components #Semiconductor Equipment #Medical Devices #Hydrogen (Fuel Cells, Vehicles) #Foldable Phones #Wind

8 strong themes — 8 recurred. Top: Smartphones +12.7%.

Strong themes8 Top change+12.7% LeaderDongwoon Anatech

Average change by strong theme

Average change of member stocks, by theme · descending
Smartphones
+12.7%
Battery
+9.8%
Semiconductor Materials & Components
+8.5%
Semiconductor Equipment
+8.3%
Medical Devices
+8.1%
Hydrogen (Fuel Cells, Vehicles)
+7.5%
Foldable Phones
+7.2%
Wind
+7.2%

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
SmartphonesDongwoon Anatech+28.72%
BatteryDit+20.74%
Semiconductor Materials & ComponentsDongwoon Anatech+28.72%
Semiconductor EquipmentDit+20.74%
Medical DevicesDongwoon Anatech+28.72%
Hydrogen (Fuel Cells, Vehicles)Dit+20.74%
Foldable PhonesDongwoon Anatech+28.72%
WindCS Bearing+13.20%

Eight themes rallied on 2023-10-11, and every listed stock in each theme closed higher. Smartphones led with an average change of 12.74%, returning after a 133-day gap.

Dongwoon Anatech jumped 28.72% and led four themes, from Smartphones to Medical Devices. News tied the move to an India patent registration for its saliva glucose meter.

Dit rose 20.74% to lead Battery, Semiconductor Equipment and Hydrogen (Fuel Cells, Vehicles). Battery ranked second with an average change of 9.85%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Smartphonesrecurred after 133 days+12.7%6/6Dongwoon Anatech
2Batteryrecurred after 6 days+9.8%9/9Dit
3Semiconductor Materials & Componentsrecurred after 6 days+8.5%9/9Dongwoon Anatech
4Semiconductor Equipmentrecurred after 5 days+8.3%9/9Dit
5Medical Devicesrecurred after 44 days+8.1%9/9Dongwoon Anatech
6Hydrogen (Fuel Cells, Vehicles)recurred after 26 days+7.5%9/9Dit
7Foldable Phonesrecurred after 40 days+7.2%10/10Dongwoon Anatech
8Windrecurred after 26 days+7.2%9/9CS Bearing

Theme by Theme

1. Smartphones (recurred after 133 days)

StockChangeCloseLeader
Dongwoon Anatech 094170+28.7%21,703★
Ace Technologies 088800+16.9%5,567
Jahwa Electronics 033240+9.9%25,050
Korea Computer 054040+9.1%6,020
Isupetasys 007660+6.4%27,619
JNTC 204270+5.5%10,200

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2. Battery (recurred after 6 days)

StockChangeCloseLeader
Dit 110990+20.7%14,730★
Top Material 360070+10.4%55,000
Ecopro BM 247540+9.2%243,500
S Connect 096630+8.9%10,425
Posco Future M 003670+8.4%330,536
Cosmochemical 005420+8.4%39,250
Kumyang 001570+7.8%111,000
Soulbrain 357780+7.4%239,500
LG Energy Solution 373220+7.3%492,000

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3. Semiconductor Materials & Components (recurred after 6 days)

StockChangeCloseLeader
Dongwoon Anatech 094170+28.7%21,703★
KEC 092220+7.5%7,060
Soulbrain 357780+7.4%239,500
Foosung 093370+6.0%10,137
HanaMicron 067310+5.9%22,397
Haesung DS 195870+5.3%55,600
MKElectron 033160+5.3%11,990
Temc 425040+5.3%19,025
S&S Tech 101490+5.2%44,200

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4. Semiconductor Equipment (recurred after 5 days)

StockChangeCloseLeader
Dit 110990+20.7%14,730★
Tfe 425420+10.1%32,700
PSK Holdings 031980+8.2%22,550
EO Technics 039030+6.7%147,000
Yest 122640+6.3%12,860
Jusung Engineering 036930+6.1%28,650
HanaMicron 067310+5.9%22,397
Xavis 254120+5.5%2,895
Neosem 253590+5.4%3,880

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5. Medical Devices (recurred after 44 days)

StockChangeCloseLeader
Dongwoon Anatech 094170+28.7%21,703★
i3system 214430+6.9%34,250
Hans Biomed 042520+6.6%17,700
Vuno 338220+5.4%34,250
QuantaMatrix 317690+5.1%5,230
Humasis 205470+5.0%11,450
Lunit 328130+5.0%37,309
Drgem 263690+5.0%11,390
Bistos 419540+4.9%11,200

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6. Hydrogen (Fuel Cells, Vehicles) (recurred after 26 days)

StockChangeCloseLeader
Dit 110990+20.7%14,730★
S Connect 096630+8.9%10,425
Hanwha Solutions 009830+8.3%27,637
SK 034730+6.9%147,300
Unick 011320+5.0%5,080
Pungguk Ethanol 023900+4.9%11,250
Mi 059090+4.9%9,860
Inzi Controls 023800+4.2%8,440
DY 013570+4.1%6,630

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7. Foldable Phones (recurred after 40 days)

StockChangeCloseLeader
Dongwoon Anatech 094170+28.7%21,703★
S Connect 096630+8.9%10,425
Uti 179900+4.9%28,750
Tapex 055490+4.8%31,750
SK Innovation 096770+4.8%142,800
SANGBOCo 027580+4.5%8,410
LG Chem 051910+4.1%518,000
DK Tech 290550+4.1%7,600
LG Display 034220+3.8%11,627
CHEMTRONICSCo 089010+3.7%19,050

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8. Wind (recurred after 26 days)

StockChangeCloseLeader
CS Bearing 297090+13.2%10,980★
SK oceanplant 100090+10.6%17,850
CS Wind 112610+9.4%52,600
Kumyang Green Power 282720+8.7%15,410
Dongkuk Industries Company 005160+6.7%4,855
Dae Myoung Energy 389260+4.7%19,650
Dongkuk Structures & Construction 100130+4.1%2,920
Woorim Power Train Solution 101170+3.9%6,140
Unison 018000+3.3%1,076

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Closing Thoughts

Four themes, including Battery, have episodes that run to 2023-10-12. Smartphones, Medical Devices, Foldable Phones and Wind ended as one-day episodes.

Concentration is the other thread to follow. Two names, Dongwoon Anatech and Dit, led seven of the eight themes, while CS Bearing alone led Wind.