May 14: 8 Strong Themes — Battery, iPhone Supply Chain
8 strong themes — 3 running · 5 recurred. Top: Battery +10.0%.
Strong themes8
Top change+10.0%
LeaderITM Semiconductor
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 | ITM Semiconductor | +29.98% | |
| iPhone Supply Chain | ITM Semiconductor | +29.98% | |
| Political Ties (Han Dong-hoon) | Opasnet | +9.82% | |
| EV | Kostecsys | +15.83% | |
| Metaverse & VR | Giantstep | +5.35% | |
| ChatGPT & AI Chatbots | ESTsoft | +6.50% | |
| AI & Robotics | YoungWoo DSP | +8.09% | |
| Foldable Phones | Interflex | +9.31% |
On 2024-05-14, all eight strong themes closed with every listed stock up. Battery led with an average change of 9.96%, back after a 14-day gap.
ITM Semiconductor rose 29.98% and led both Battery and iPhone Supply Chain. The latter averaged 6.65%, with Interflex up 9.31%.
EV averaged 5.01% behind Kostecsys at 15.83%. In ChatGPT & AI Chatbots, Hancom jumped 17.58% on the theme’s second straight day.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 14 days | +10.0% | 10/10 | ITM Semiconductor |
| 2 | iPhone Supply Chain | recurred after 11 days | +6.7% | 10/10 | ITM Semiconductor |
| 3 | Political Ties (Han Dong-hoon) | recurred after 85 days | +5.1% | 9/9 | Opasnet |
| 4 | EV | recurred after 20 days | +5.0% | 9/9 | Kostecsys |
| 5 | Metaverse & VR | recurred after 81 days | +4.9% | 9/9 | Giantstep |
| 6 | ChatGPT & AI Chatbots | 2 days running | +4.8% | 9/9 | ESTsoft |
| 7 | AI & Robotics | 3 days running | +4.5% | 8/8 | YoungWoo DSP |
| 8 | Foldable Phones | 2 days running | +4.3% | 10/10 | Interflex |
Theme by Theme
1. Battery (recurred after 14 days)
- Episode: started 2024-05-14, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
ITM Semiconductor 084850 | +30.0% | 24,450 | ★ |
Soulbrain Holdings 036830 | +16.3% | 80,600 | |
Dongkuk Refractories & Steel 075970 | +8.4% | 3,725 | |
DaejooElectronicMaterials 078600 | +7.7% | 100,800 | |
Mintech 452200 | +7.5% | 11,150 | |
Korea Petro Chemical Ind 006650 | +7.3% | 152,100 | |
Tapex 055490 | +6.0% | 26,400 | |
NanoTIM 417010 | +5.8% | 13,330 | |
Kangwon Energy 114190 | +5.8% | 17,770 | |
S Connect 096630 | +4.8% | 1,952 |
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2. iPhone Supply Chain (recurred after 11 days)
- Episode: started 2024-05-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ITM Semiconductor 084850 | +30.0% | 24,450 | ★ |
Interflex 051370 | +9.3% | 15,620 | |
Duk San Neolux 213420 | +8.4% | 39,250 | |
BHCo 090460 | +4.1% | 23,900 | |
LG Innotek 011070 | +3.9% | 242,500 | |
Derkwoo Electronics 263600 | +3.5% | 8,360 | |
LG Chem 051910 | +2.9% | 402,500 | |
Youngpoong 000670 | +1.6% | 410,500 | |
INNOX Advanced Materials 272290 | +1.5% | 29,850 | |
Samsung SDI 006400 | +1.3% | 438,500 |
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3. Political Ties (Han Dong-hoon) (recurred after 85 days)
- Episode: started 2024-05-14, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Opasnet 173130 | +9.8% | 9,170 | ★ |
Noul 376930 | +9.1% | 2,530 | |
Chasys 033250 | +5.3% | 1,415 | |
Dt&C 187220 | +4.6% | 4,105 | |
Dt&cro 383930 | +4.3% | 8,790 | |
Taeyang Metal Industrial 004100 | +4.2% | 2,455 | |
Daesang Holdings 084690 | +3.4% | 9,420 | |
TP 007980 | +2.9% | 1,716 | |
Wonik Cube 014190 | +2.2% | 1,820 |
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4. EV (recurred after 20 days)
- Episode: started 2024-05-14, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Kostecsys 355150 | +15.8% | 13,320 | ★ |
NanoTIM 417010 | +5.8% | 13,330 | |
Kangwon Energy 114190 | +5.8% | 17,770 | |
Mobase Electronics 012860 | +3.3% | 1,986 | |
Tplex 081150 | +3.2% | 3,045 | |
HBL 452190 | +3.0% | 6,420 | |
LG Chem 051910 | +2.9% | 402,500 | |
LS Materials 417200 | +2.8% | 25,950 | |
PS Tec 002230 | +2.4% | 4,115 |
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5. Metaverse & VR (recurred after 81 days)
- Episode: started 2024-05-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Koses 089890 | +6.7% | 16,220 | |
Wysiwyg Studios 299900 | +6.3% | 2,515 | |
Giantstep 289220 | +5.3% | 9,650 | ★ |
Com2uS N 291230 | +5.0% | 2,865 | |
S Connect 096630 | +4.8% | 1,952 | |
Innodep 303530 | +4.3% | 11,670 | |
Lotte Innovate 286940 | +4.0% | 31,500 | |
Alchera 347860 | +3.9% | 4,170 | |
LG Innotek 011070 | +3.9% | 242,500 |
6. ChatGPT & AI Chatbots (2 days running)
- Episode: started 2024-05-13, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hancom 030520 | +17.6% | 30,100 | |
ESTsoft 047560 | +6.5% | 27,850 | ★ |
Samsung SDS 018260 | +3.6% | 161,600 | |
VAIV company 301300 | +3.5% | 6,710 | |
Isupetasys 007660 | +3.5% | 42,750 | |
Saltlux 304100 | +2.3% | 24,600 | |
Maum.ai 377480 | +2.2% | 23,250 | |
InfoBank 039290 | +2.0% | 9,580 | |
Datasolution 263800 | +2.0% | 6,640 |
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7. AI & Robotics (3 days running)
- Episode: started 2024-05-10, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
YoungWoo DSP 143540 | +8.1% | 935 | ★ |
Emro 058970 | +4.3% | 68,100 | |
Innodep 303530 | +4.3% | 11,670 | |
Becu AI 148780 | +4.2% | 1,649 | |
Alchera 347860 | +3.9% | 4,170 | |
CrowdWorks 355390 | +3.8% | 29,050 | |
Samsung SDS 018260 | +3.6% | 161,600 | |
VAIV company 301300 | +3.5% | 6,710 |
8. Foldable Phones (2 days running)
- Episode: started 2024-05-13, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Interflex 051370 | +9.3% | 15,620 | ★ |
Uti 179900 | +6.6% | 37,800 | |
Tapex 055490 | +6.0% | 26,400 | |
S Connect 096630 | +4.8% | 1,952 | |
BHCo 090460 | +4.1% | 23,900 | |
LG Chem 051910 | +2.9% | 402,500 | |
Kolon Industries 120110 | +2.7% | 40,150 | |
Novatech 285490 | +2.4% | 21,350 | |
Wonik Cube 014190 | +2.2% | 1,820 | |
Fine M-Tec 441270 | +2.1% | 10,100 |
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Closing Thoughts
AI & Robotics extended its streak to 3 days, led by YoungWoo DSP at 8.09%. Foldable Phones and ChatGPT & AI Chatbots sit on 2-day runs.
Political Ties (Han Dong-hoon) returned after an 85-day gap, and Metaverse & VR after 81 days. Whether these long-gap revivals carry into the next session remains to be seen.