Sep 11: 8 Strong Themes — Solar, Energy Storage (ESS)
8 strong themes — 8 recurred. Top: Solar +14.4%.
Strong themes8
Top change+14.4%
LeaderKumyang Green Power
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 |
|---|---|---|---|
| Solar | Kumyang Green Power | +23.63% | |
| Energy Storage (ESS) | Kumyang Green Power | +23.63% | |
| Wind | Kumyang Green Power | +23.63% | |
| Glass Substrates | Ycchem | +21.16% | |
| EV | SKC | +11.38% | |
| Semiconductor Equipment | Justem | +15.21% | |
| Power Equipment | Cheil Electric | +11.83% | |
| Battery (Cell Makers) | Samsung SDI | +9.91% |
Renewables led the Sep 11 session, with Solar posting an average change of 14.4% and all 10 stocks closing higher. Energy Storage (ESS) and Wind followed at 13.04% and 12.99%.
SK eternix topped all three energy themes with a 29.94% gain. Kumyang Green Power, named leader of each, rose 23.63% to close at 11930.
Outside energy, Glass Substrates posted an average change of 9.17%, led by Ycchem at 21.16%. A Sep 10 report said Ycchem’s glass substrate photoresist had passed mass-production evaluation.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 30 days | +14.4% | 10/10 | Kumyang Green Power |
| 2 | Energy Storage (ESS) | recurred after 63 days | +13.0% | 9/9 | Kumyang Green Power |
| 3 | Wind | recurred after 30 days | +13.0% | 10/10 | Kumyang Green Power |
| 4 | Glass Substrates | recurred after 2 days | +9.2% | 9/9 | Ycchem |
| 5 | EV | recurred after 6 days | +7.4% | 9/9 | SKC |
| 6 | Semiconductor Equipment | recurred after 12 days | +7.2% | 9/9 | Justem |
| 7 | Power Equipment | recurred after 12 days | +5.5% | 10/10 | Cheil Electric |
| 8 | Battery (Cell Makers) | recurred after 20 days | +5.4% | 3/3 | Samsung SDI |
Theme by Theme
1. Solar (recurred after 30 days)
- Episode: started 2024-09-11, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
SK eternix 475150 | +29.9% | 18,400 | |
Kumyang Green Power 282720 | +23.6% | 11,930 | ★ |
SDN Company 099220 | +19.9% | 1,470 | |
Dae Myoung Energy 389260 | +18.7% | 13,820 | |
HD Hyundai Energy Solutions 322000 | +13.7% | 26,500 | |
Gridwiz 453450 | +11.5% | 26,700 | |
Carry 313760 | +9.4% | 5,920 | |
Hanwha Solutions 009830 | +7.3% | 25,000 | |
S-Energy 095910 | +5.7% | 1,695 | |
Shinsung E&g 011930 | +4.2% | 1,629 |
2. Energy Storage (ESS) (recurred after 63 days)
- Episode: started 2024-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK eternix 475150 | +29.9% | 18,400 | |
Kumyang Green Power 282720 | +23.6% | 11,930 | ★ |
HD Hyundai Energy Solutions 322000 | +13.7% | 26,500 | |
Gridwiz 453450 | +11.5% | 26,700 | |
Samsung SDI 006400 | +9.9% | 366,000 | |
Carry 313760 | +9.4% | 5,920 | |
Seojin System 178320 | +7.9% | 24,600 | |
Shinsung ST 416180 | +5.8% | 26,300 | |
HanJungNCS 107640 | +5.5% | 46,150 |
3. Wind (recurred after 30 days)
- Episode: started 2024-09-11, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
SK eternix 475150 | +29.9% | 18,400 | |
Kumyang Green Power 282720 | +23.6% | 11,930 | ★ |
CS Bearing 297090 | +19.8% | 6,230 | |
Dae Myoung Energy 389260 | +18.7% | 13,820 | |
CS Wind 112610 | +11.1% | 63,000 | |
SK oceanplant 100090 | +6.5% | 14,540 | |
Taewoong 044490 | +5.8% | 13,750 | |
Dongkuk Structures & Construction 100130 | +4.9% | 2,670 | |
Hyosung Heavy Industries 298040 | +4.9% | 289,500 | |
Unison 018000 | +4.6% | 752 |
4. Glass Substrates (recurred after 2 days)
- Episode: started 2024-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ycchem 112290 | +21.2% | 17,750 | ★ |
Philoptics 161580 | +18.8% | 18,900 | |
JNTC 204270 | +14.5% | 17,100 | |
SKC 011790 | +11.4% | 122,300 | |
GigaVis 420770 | +8.8% | 36,000 | |
C&G Hi Tech 264660 | +3.8% | 13,280 | |
HB Technology 078150 | +2.8% | 2,575 | |
CHEMTRONICSCo 089010 | +1.2% | 21,300 | |
Taesung 323280 | +0.1% | 17,960 |
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5. EV (recurred after 6 days)
- Episode: started 2024-09-11, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
SKC 011790 | +11.4% | 122,300 | ★ |
Samsung SDI 006400 | +9.9% | 366,000 | |
Seojin System 178320 | +7.9% | 24,600 | |
L&F 066970 | +7.8% | 89,400 | |
Kangwon Energy 114190 | +7.3% | 11,140 | |
Shinsung ST 416180 | +5.8% | 26,300 | |
HanJungNCS 107640 | +5.5% | 46,150 | |
YM Tech 273640 | +5.4% | 12,030 | |
LG Energy Solution 373220 | +5.1% | 399,000 |
6. Semiconductor Equipment (recurred after 12 days)
- Episode: started 2024-09-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Justem 417840 | +15.2% | 8,560 | ★ |
Rorze Systems 071280 | +12.4% | 15,850 | |
GigaVis 420770 | +8.8% | 36,000 | |
Seojin System 178320 | +7.9% | 24,600 | |
Genesem 217190 | +4.5% | 7,840 | |
K-ensol 053080 | +4.4% | 15,780 | |
Shinsung E&g 011930 | +4.2% | 1,629 | |
Pemtron 168360 | +4.1% | 3,280 | |
C&G Hi Tech 264660 | +3.8% | 13,280 |
7. Power Equipment (recurred after 12 days)
- Episode: started 2024-09-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Cheil Electric 199820 | +11.8% | 8,700 | ★ |
HD Hyundai Electric 267260 | +8.8% | 278,000 | |
Sanil Electric 062040 | +8.6% | 35,300 | |
Cheryong Electric 033100 | +6.5% | 53,200 | |
Iljin Electric 103590 | +5.2% | 19,180 | |
Hyosung Heavy Industries 298040 | +4.9% | 289,500 | |
LS ELECTRIC 010120 | +2.7% | 140,500 | |
LS 006260 | +2.4% | 101,700 | |
Cheryong Industrial 147830 | +2.2% | 6,500 | |
Vitzro Tech 042370 | +2.0% | 6,700 |
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8. Battery (Cell Makers) (recurred after 20 days)
- Episode: started 2024-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung SDI 006400 | +9.9% | 366,000 | ★ |
LG Energy Solution 373220 | +5.1% | 399,000 | |
SK Innovation 096770 | +1.1% | 110,900 |
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Closing Thoughts
Battery names also moved, with Samsung SDI up 9.91% and headlines tying the gains to the US presidential debate. EV posted an average change of 7.36%, led by SKC.
In Power Equipment, Cheil Electric rose 11.83% after reports linked it to a Tesla and Eaton partnership. Every theme is on a streak of 1, so it is not yet clear whether the gains will continue.