Aug 13: 8 Strong Themes — EV Charging, EV Fire Prevention (Thermal Runaway)

August 13, 2024 · #EV Charging #EV Fire Prevention (Thermal Runaway) #Battery (Solid-State) #Defense & War #Natural Gas Utilities #LPG (Liquefied Petroleum Gas) #Shipping #HBM (High Bandwidth Memory)

8 strong themes — 1 running · 6 recurred · 1 new. Top: EV Charging +17.8%.

Strong themes8 Top change+17.8% LeaderHumax Holdings

Average change by strong theme

Average change of member stocks, by theme · descending
EV Charging
+17.8%
EV Fire Prevention (Thermal Runaway)
+13.1%
Battery (Solid-State)
+12.9%
Defense & War
+5.5%
Natural Gas Utilities
+3.5%
LPG (Liquefied Petroleum Gas)
+2.3%
Shipping
+2.2%
HBM (High Bandwidth Memory)
+2.1%

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
EV ChargingHumax Holdings+29.96%
EV Fire Prevention (Thermal Runaway)YM Tech+29.94%
Battery (Solid-State)Hannong Chemicals+23.07%
Defense & WarSamyung ENC+12.35%
Natural Gas UtilitiesGse+11.28%
LPG (Liquefied Petroleum Gas)HeunguOil+4.64%
ShippingSTX Green Logis+6.77%
HBM (High Bandwidth Memory)Imt+4.62%

On 2024-08-13, EV Charging led the strong themes with an average change of 17.76%. All 10 stocks in the group rose, and Humax Holdings led with a 29.96% gain.

EV Fire Prevention (Thermal Runaway) appeared as a new theme, averaging 13.08% across 9 stocks. Its leader, YM Tech, rose 29.94% and was also part of the EV Charging group.

Battery (Solid-State) came back after a 32-day gap with an average change of 12.94%. Lemon had the theme’s top gain at 29.91%, and Hannong Chemicals was its leader.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1EV Chargingrecurred after 109 days+17.8%10/10Humax Holdings
2EV Fire Prevention (Thermal Runaway)new+13.1%9/9YM Tech
3Battery (Solid-State)recurred after 32 days+12.9%9/9Hannong Chemicals
4Defense & Warrecurred after 7 days+5.5%10/10Samyung ENC
5Natural Gas Utilitiesrecurred after 8 days+3.5%7/7Gse
6LPG (Liquefied Petroleum Gas)recurred after 8 days+2.3%9/9HeunguOil
7Shippingrecurred after 7 days+2.2%5/5STX Green Logis
8HBM (High Bandwidth Memory)2 days running+2.1%9/9Imt

Theme by Theme

1. EV Charging (recurred after 109 days)

StockChangeCloseLeader
Humax Holdings 028080+30.0%3,275★
YM Tech 273640+29.9%16,970
Alticast 085810+29.9%1,047
Carry 313760+29.9%4,045
Y2 Solution 011690+22.7%3,380
Gridwiz 453450+17.4%33,700
Humax 115160+12.5%2,035
Il 307180+2.1%3,100
DTC 066670+1.7%3,570
Wonik Pne 217820+1.5%3,465

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2. EV Fire Prevention (Thermal Runaway) (new)

StockChangeCloseLeader
YM Tech 273640+29.9%16,970★
Carry 313760+29.9%4,045
Gridwiz 453450+17.4%33,700
Shin Heung Energy & Electronics 243840+11.1%8,520
KNS 432470+8.7%19,010
HBL 452190+7.8%4,910
Sinjin SM 138070+6.4%3,075
Mgen Solutions 032790+3.7%1,513
Chemtros 220260+2.8%5,490

3. Battery (Solid-State) (recurred after 32 days)

StockChangeCloseLeader
Lemon 294140+29.9%5,560
Hannong Chemicals 011500+23.1%15,630★
SFA Nexel 222080+15.9%10,570
Isu Specialty Chemical 457190+13.1%36,600
Ev Advanced Material 131400+11.7%2,190
Lake Materials 281740+8.3%16,350
Chunbo 278280+5.3%57,100
DaejooElectronicMaterials 078600+5.3%121,100
Avaco 083930+3.8%15,120

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4. Defense & War (recurred after 7 days)

StockChangeCloseLeader
Samyung ENC 065570+12.3%1,656★
Speco 013810+7.5%4,830
Hyundai-Rotem 064350+7.3%52,800
Egtronics 377330+6.9%6,070
Fiberpro 368770+5.0%3,570
i3system 214430+4.5%31,450
Kencoa Aerospace 274090+4.4%11,280
Kuk Young G M 006050+3.1%1,575
Poongsan 103140+2.4%55,200
COTS Technology 448710+1.8%22,400

5. Natural Gas Utilities (recurred after 8 days)

StockChangeCloseLeader
Gse 053050+11.3%5,080★
Daesung Energy 117580+7.3%11,620
KoreaGas 036460+1.7%47,000
Samchully 004690+1.7%90,900
Daesung Holdings 016710+1.5%8,190
Seoul City Gas 017390+0.9%55,000
Kyungdong City Gas 267290+0.1%19,230

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6. LPG (Liquefied Petroleum Gas) (recurred after 8 days)

StockChangeCloseLeader
HeunguOil 024060+4.6%20,300★
Joong Ang Enervis 000440+4.0%24,650
E1 017940+3.5%74,300
Kukdong Oil & Chemicals 014530+1.9%3,995
GS Holdings 078930+1.8%45,200
Daesung Industrial 128820+1.6%3,760
S-Oil 010950+1.5%66,300
SK Gas 018670+0.9%175,100
SK Innovation 096770+0.8%102,800

7. Shipping (recurred after 7 days)

StockChangeCloseLeader
STX Green Logis 465770+6.8%14,820★
Heung-a Shipping 003280+1.7%2,720
KSS Line 044450+1.2%9,000
Korea Line 005880+1.2%2,050
Pan Ocean 028670+0.1%3,695

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8. HBM (High Bandwidth Memory) (2 days running)

StockChangeCloseLeader
Imt 451220+4.6%11,330★
SK hynix 000660+2.8%181,900
Zeus 079370+2.7%14,250
PSK Holdings 031980+1.9%46,900
Laserssel 412350+1.8%6,110
Genesem 217190+1.5%9,000
EO Technics 039030+1.3%160,500
Winpac 097800+1.3%1,815
Samsung Electronics 005930+0.8%76,100

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Closing Thoughts

Both EV themes and Battery (Solid-State) have episodes running from 2024-08-13 to 2024-08-14. The next test is whether every stock in those groups keeps rising together.

HBM (High Bandwidth Memory) is on a 2-day streak but averaged only 2.07%. Defense & War rose 5.53%, and Natural Gas Utilities, LPG and Shipping each posted single-day moves.