Sep 2: 8 Strong Themes — Lithium, Battery
8 strong themes — 8 recurred. Top: Lithium +10.6%.
Strong themes8
Top change+10.6%
LeaderLithium-for-earth
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 |
|---|---|---|---|
| Lithium | Lithium-for-earth | +21.49% | |
| Battery | Cosmochemical | +10.45% | |
| Beauty & Cosmetics | Hankook Cosmetics Manufacturing | +21.57% | |
| EV | Higen RNM | +23.92% | |
| STO (Security Token Offering) | Bankware Global | +19.33% | |
| Autonomous Driving | Sos Lab | +6.37% | |
| Property & Casualty Insurance | Korean Reinsurance Company | +4.25% | |
| Banks | Hana Financial Group | +2.42% |
On Sep 2, battery-linked themes led the board. Lithium topped the list with an average change of 10.61%, and all 10 of its stocks rose.
Battery averaged 9.21% and EV 8.08%. In the latter, Higen RNM jumped 23.92%, the largest single move in the data.
Outside batteries, Beauty & Cosmetics averaged 8.9%, led by Hankook Cosmetics Manufacturing at 21.57%. STO (Security Token Offering) rose 5.89% on average, led by Bankware Global at 19.33%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Lithium | recurred after 7 days | +10.6% | 10/10 | Lithium-for-earth |
| 2 | Battery | recurred after 4 days | +9.2% | 10/10 | Cosmochemical |
| 3 | Beauty & Cosmetics | recurred after 5 days | +8.9% | 10/10 | Hankook Cosmetics Manufacturing |
| 4 | EV | recurred after 7 days | +8.1% | 10/10 | Higen RNM |
| 5 | STO (Security Token Offering) | recurred after 195 days | +5.9% | 10/10 | Bankware Global |
| 6 | Autonomous Driving | recurred after 5 days | +3.3% | 10/10 | Sos Lab |
| 7 | Property & Casualty Insurance | recurred after 13 days | +2.2% | 5/5 | Korean Reinsurance Company |
| 8 | Banks | recurred after 7 days | +1.4% | 7/7 | Hana Financial Group |
Theme by Theme
1. Lithium (recurred after 7 days)
- Episode: started 2024-09-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lithium-for-earth 073570 | +21.5% | 2,940 | ★ |
Posco M-tech 009520 | +16.4% | 19,190 | |
Posco Future M 003670 | +14.9% | 246,500 | |
Enchem 348370 | +12.0% | 214,500 | |
Cosmochemical 005420 | +10.4% | 21,450 | |
MNTECHCo 095500 | +6.5% | 11,950 | |
Enplus 074610 | +6.3% | 1,956 | |
LG Energy Solution 373220 | +6.2% | 412,000 | |
Foosung 093370 | +6.0% | 7,040 | |
POSCO Holdings 005490 | +5.9% | 360,000 |
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2. Battery (recurred after 4 days)
- Episode: started 2024-09-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco Future M 003670 | +14.9% | 246,500 | |
Enchem 348370 | +12.0% | 214,500 | |
TCC Steel 002710 | +10.8% | 36,850 | |
Cosmochemical 005420 | +10.4% | 21,450 | ★ |
Cosmo Advanced Materials & Technology 005070 | +9.6% | 117,500 | |
Ecopro BM 247540 | +8.0% | 181,800 | |
Dongwha Enterprise 025900 | +7.8% | 11,950 | |
Enplus 074610 | +6.3% | 1,956 | |
LG Energy Solution 373220 | +6.2% | 412,000 | |
Eco&Dream 101360 | +6.0% | 34,300 |
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3. Beauty & Cosmetics (recurred after 5 days)
- Episode: started 2024-09-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hankook Cosmetics Manufacturing 003350 | +21.6% | 83,400 | ★ |
Coreana Cosmetics 027050 | +12.1% | 2,865 | |
InkredibleBuzz 064090 | +11.2% | 4,700 | |
Genic 123330 | +11.0% | 7,290 | |
Bbia 451250 | +6.7% | 12,670 | |
Cosmecca Korea 241710 | +6.1% | 83,100 | |
Silicon 2 257720 | +6.1% | 40,950 | |
VT 018290 | +4.9% | 31,000 | |
Daebonglsco 078140 | +4.9% | 16,050 | |
Hankook Cosmetics 123690 | +4.4% | 7,550 |
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4. EV (recurred after 7 days)
- Episode: started 2024-09-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Higen RNM 160190 | +23.9% | 12,950 | ★ |
Enchem 348370 | +12.0% | 214,500 | |
Cosmo Advanced Materials & Technology 005070 | +9.6% | 117,500 | |
LG Energy Solution 373220 | +6.2% | 412,000 | |
LG Chem 051910 | +5.8% | 340,000 | |
LS Materials 417200 | +5.3% | 18,500 | |
Kangwon Energy 114190 | +4.9% | 12,640 | |
Samyoung 003720 | +4.8% | 4,230 | |
Samsung SDI 006400 | +4.2% | 369,000 | |
L&F 066970 | +4.0% | 97,600 |
5. STO (Security Token Offering) (recurred after 195 days)
- Episode: started 2024-09-02, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Bankware Global 199480 | +19.3% | 9,570 | ★ |
Galaxia SM 011420 | +7.3% | 2,050 | |
Hecto Financial 234340 | +6.3% | 17,600 | |
SeoulAuction 063170 | +5.9% | 6,790 | |
K Auction 102370 | +5.9% | 3,400 | |
GalaxiaMoneytree 094480 | +4.6% | 7,560 | |
Aton 158430 | +3.1% | 3,930 | |
Hana Financial Group 086790 | +2.4% | 63,400 | |
KB Financial Group 105560 | +2.1% | 87,700 | |
Finger 163730 | +1.9% | 6,600 |
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6. Autonomous Driving (recurred after 5 days)
- Episode: started 2024-09-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sos Lab 464080 | +6.4% | 7,180 | ★ |
Motrex 118990 | +5.2% | 11,180 | |
ThinkwareSystems 084730 | +4.9% | 11,300 | |
LiComm 388790 | +4.7% | 3,490 | |
Unitrontech 142210 | +3.6% | 5,510 | |
LG Electronics 066570 | +2.2% | 101,600 | |
Dhautoware 025440 | +1.7% | 241 | |
Samsung Electro-mechanics 009150 | +1.7% | 145,200 | |
Furonteer 370090 | +1.6% | 15,990 | |
KT 030200 | +1.3% | 39,100 |
7. Property & Casualty Insurance (recurred after 13 days)
- Episode: started 2024-09-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Korean Reinsurance Company 003690 | +4.2% | 8,830 | ★ |
Samsung Fire & Marine Insurance 000810 | +3.9% | 360,000 | |
DB Insurance 005830 | +1.6% | 117,900 | |
Hyundaimarine&fireinsurance 001450 | +1.1% | 35,200 | |
Heungkuk Fire & Marine Insurance 000540 | +0.3% | 3,825 |
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8. Banks (recurred after 7 days)
- Episode: started 2024-09-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hana Financial Group 086790 | +2.4% | 63,400 | ★ |
KB Financial Group 105560 | +2.1% | 87,700 | |
Woori Financial Group 316140 | +1.7% | 16,290 | |
Industrial Bank Of Korea 024110 | +1.7% | 14,040 | |
JB Financial Group 175330 | +1.3% | 14,340 | |
Shinhan Financial Group 055550 | +0.4% | 56,300 | |
Jeju Bank 006220 | +0.1% | 9,220 |
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Closing Thoughts
All eight themes closed with every listed stock higher, from Lithium down to Banks at 1.37%. Whether the battery group holds up after a single-day run is the open question.
Recurrence gaps differ: Lithium returned after 7 days, Beauty & Cosmetics after 5 and STO (Security Token Offering) after 195 days. Whether those gaps shorten is worth tracking.