Aug 12: 8 Strong Themes — Battery, EV

August 12, 2024 · #Battery #EV #COVID (Diagnostics, Treatments, Vaccines) #Hydrogen (Fuel Cells, Vehicles) #Auto Parts #Solar #Semiconductor Equipment #HBM (High Bandwidth Memory)

8 strong themes — 5 running · 3 recurred. Top: Battery +17.1%.

Strong themes8 Top change+17.1% LeaderInics

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+17.1%
EV
+15.0%
COVID (Diagnostics, Treatments, Vaccines)
+13.3%
Hydrogen (Fuel Cells, Vehicles)
+9.6%
Auto Parts
+8.3%
Solar
+7.5%
Semiconductor Equipment
+5.9%
HBM (High Bandwidth Memory)
+5.6%

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
BatteryInics+30.00%
EVInics+30.00%
COVID (Diagnostics, Treatments, Vaccines)Shinpoong Pharmaceutical+29.99%
Hydrogen (Fuel Cells, Vehicles)iA+17.81%
Auto PartsSamkee+12.89%
SolarGridwiz+29.86%
Semiconductor EquipmentGigaVis+11.83%
HBM (High Bandwidth Memory)Mirai Semiconductors+15.68%

On Aug 12, all eight strong themes ended the session with every member stock higher. Battery led with an average change of 17.08%, and all 9 of its stocks rose.

Inics led both Battery and EV with a 30.0% gain. EV averaged 14.96%, and both themes are now on a 2-day streak.

COVID (Diagnostics, Treatments, Vaccines) extended its streak to 5, averaging 13.31%. Leader Shinpoong Pharmaceutical rose 29.99% on news of a Phase 3 filing for a stroke drug.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery2 days running+17.1%9/9Inics
2EV2 days running+15.0%9/9Inics
3COVID (Diagnostics, Treatments, Vaccines)5 days running+13.3%10/10Shinpoong Pharmaceutical
4Hydrogen (Fuel Cells, Vehicles)recurred after 6 days+9.6%9/9iA
5Auto Partsrecurred after 6 days+8.3%9/9Samkee
6Solar2 days running+7.5%10/10Gridwiz
7Semiconductor Equipment2 days running+5.9%10/10GigaVis
8HBM (High Bandwidth Memory)recurred after 5 days+5.6%10/10Mirai Semiconductors

Theme by Theme

1. Battery (2 days running)

StockChangeCloseLeader
Inics 452400+30.0%14,950★
Mintech 452200+27.7%9,450
HBL 452190+24.6%4,555
G.I.Tech 382480+16.8%2,680
NanoTIM 417010+16.4%14,010
Shinsung ST 416180+11.6%31,300
Korchip 126730+10.1%11,800
KNS 432470+8.9%17,490
Sungwoo Hitech 015750+7.7%7,300

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2. EV (2 days running)

StockChangeCloseLeader
Inics 452400+30.0%14,950★
HBL 452190+24.6%4,555
iA 038880+17.8%258
NanoTIM 417010+16.4%14,010
Samkee 122350+12.9%1,699
Shinsung ST 416180+11.6%31,300
DY Deokyang 024900+7.6%3,690
Enchem 348370+6.9%173,000
HanJungNCS 107640+6.9%47,500

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3. COVID (Diagnostics, Treatments, Vaccines) (5 days running)

StockChangeCloseLeader
Shinpoong Pharmaceutical 019170+30.0%17,900★
Cellid 299660+29.9%10,250
NGeneBio 354200+22.7%3,490
Quratis 348080+12.0%1,100
SLSBio(Specialty Lab Solution Bio) 246250+7.0%4,790
Synergy Innovation 048870+6.9%2,795
LigaChem Biosciences 141080+6.4%94,400
Genomictree 228760+6.4%17,540
SK Bioscience 302440+6.0%58,700
Ndfos 238090+5.8%4,020

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

StockChangeCloseLeader
iA 038880+17.8%258★
G.I.Tech 382480+16.8%2,680
Samkee 122350+12.9%1,699
LTC 170920+8.0%10,700
Kolon Industries 120110+7.1%36,300
Hyundai-Rotem 064350+6.4%49,200
Hanwha Solutions 009830+6.2%26,600
Sewon 234100+6.0%1,431
SY Dong-a 041930+5.3%6,510

5. Auto Parts (recurred after 6 days)

StockChangeCloseLeader
Samkee 122350+12.9%1,699★
Korea Fuel-tech 123410+11.3%5,370
Ewon Comfortech 088290+8.8%1,493
Sungwoo Hitech 015750+7.7%7,300
DY Deokyang 024900+7.6%3,690
Samhyun 437730+7.0%22,200
HanJungNCS 107640+6.9%47,500
LG Innotek 011070+6.4%250,500
Mobase Electronics 012860+6.2%1,862

6. Solar (2 days running)

StockChangeCloseLeader
Gridwiz 453450+29.9%28,700★
HD Hyundai Energy Solutions 322000+8.9%25,200
Eagon Holdings 039020+6.9%2,785
Hanwha Solutions 009830+6.2%26,600
KCC 002380+5.0%307,000
Wonik IPS 240810+3.9%35,950
G2Power 388050+3.7%6,730
Makus 093520+3.4%9,310
RS Automation 140670+3.4%12,600
S-Energy 095910+3.3%1,738

7. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
GigaVis 420770+11.8%42,550★
Pro2000 321260+7.6%2,605
PSK Holdings 031980+6.8%46,050
HANMI Semiconductor 042700+5.2%114,200
Xavis 254120+5.1%1,902
The Codi 224060+4.8%5,200
Temc CNS 241790+4.8%8,010
Nextin 348210+4.6%50,300
Justem 417840+4.4%8,070
Green Resource 402490+4.1%15,430

8. HBM (High Bandwidth Memory) (recurred after 5 days)

StockChangeCloseLeader
Mirai Semiconductors 254490+15.7%15,710★
Winpac 097800+8.3%1,792
PSK Holdings 031980+6.8%46,050
HANMI Semiconductor 042700+5.2%114,200
Systems Technology 039440+3.5%23,400
Di 003160+3.3%15,520
Kctech 281820+3.3%38,900
SK hynix 000660+3.2%177,000
Dit 110990+3.2%17,040
Techwing 089030+3.1%42,800

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Closing Thoughts

Hydrogen (Fuel Cells, Vehicles) and Auto Parts came back after a 6-day gap, averaging 9.6% and 8.29%. The open question is whether either one shows up again next session.

HBM (High Bandwidth Memory) also came back at 5.58%, led by Mirai Semiconductors at 15.68%. Solar at 7.45% and Semiconductor Equipment at 5.94% each extended a 2-day streak.