Sep 23: 8 Strong Themes — Battery, System Semiconductors

September 23, 2024 · #Battery #System Semiconductors #Semiconductor Equipment #Battery (Solid-State) #Shipping #Autonomous Driving #Semiconductor Materials & Components #EV

8 strong themes — 2 running · 6 recurred. Top: Battery +13.0%.

Strong themes8 Top change+13.0% LeaderOnejoon

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+13.0%
System Semiconductors
+10.6%
Semiconductor Equipment
+8.7%
Battery (Solid-State)
+8.3%
Shipping
+8.3%
Autonomous Driving
+8.0%
Semiconductor Materials & Components
+6.2%
EV
+5.5%

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
BatteryOnejoon+20.23%
System SemiconductorsIron Device+55.71%-
Semiconductor EquipmentPemtron+20.77%
Battery (Solid-State)Onejoon+20.23%
ShippingSTX Green Logis+24.89%
Autonomous DrivingSuresofttech+21.89%
Semiconductor Materials & ComponentsHVM+17.28%
EVKostecsys+8.55%

On 2024-09-23, Battery led with an average change of 13.01%, all 10 stocks up. Leader Onejoon gained 20.23% on solid-state battery news tied to Samsung Electro-mechanics.

Iron Device jumped 55.71% on its first KOSDAQ trading day, per news reports. That lifted System Semiconductors to an average change of 10.6%.

Autonomous Driving rose an average of 8.01%, led by Suresofttech at 21.89%. Headlines linked the move to a US ban on Chinese software for autonomous vehicles.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 10 days+13.0%10/10Onejoon
2System Semiconductorsrecurred after 34 days+10.6%10/10Iron Device
3Semiconductor Equipment2 days running+8.7%9/9Pemtron
4Battery (Solid-State)recurred after 25 days+8.3%10/10Onejoon
5Shipping2 days running+8.3%4/4STX Green Logis
6Autonomous Drivingrecurred after 4 days+8.0%10/10Suresofttech
7Semiconductor Materials & Componentsrecurred after 11 days+6.2%10/10HVM
8EVrecurred after 10 days+5.5%10/10Kostecsys

Theme by Theme

1. Battery (recurred after 10 days)

StockChangeCloseLeader
Pemtron 168360+20.8%4,100
Onejoon 382840+20.2%12,720★
Korchip 126730+17.4%12,950
Hannong Chemicals 011500+17.1%20,850
Shinsung ST 416180+12.1%30,100
Ecopro Materials 450080+10.3%116,200
Yunsung F&C 372170+8.4%51,400
Isu Specialty Chemical 457190+8.2%51,300
DaejooElectronicMaterials 078600+7.8%104,000
Mi 059090+7.7%9,960

Related news

2. System Semiconductors (recurred after 34 days)

StockChangeCloseLeader
Iron Device 464500+55.7%10,900★
Nextchip 396270+14.7%9,280
LEENO Industrial 058470+5.6%189,000
Zaram Technology 389020+5.6%34,200
Sapien Semiconductors 452430+5.3%13,610
DB HiTek 000990+5.0%37,950
Techwing 089030+3.8%36,550
Nepes 033640+3.5%8,360
Ranix 317120+3.4%4,065
LB Semicon 061970+3.4%4,110

Related news

3. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Pemtron 168360+20.8%4,100★
Tse 131290+13.4%47,900
HPSP 403870+7.2%30,500
UniTest 086390+7.1%9,020
Justem 417840+6.9%8,690
Nextin 348210+6.0%45,750
Protec 053610+5.9%25,850
LEENO Industrial 058470+5.6%189,000
Dit 110990+5.6%14,930

4. Battery (Solid-State) (recurred after 25 days)

StockChangeCloseLeader
Onejoon 382840+20.2%12,720★
Hannong Chemicals 011500+17.1%20,850
Isu Specialty Chemical 457190+8.2%51,300
DaejooElectronicMaterials 078600+7.8%104,000
Mi 059090+7.7%9,960
Cowin Robotics 282880+5.6%14,550
Lotte Energy Materials 020150+5.2%40,350
Ev Advanced Material 131400+3.9%2,425
Jeil M&S 412540+3.6%10,780
SFA Nexel 222080+3.5%9,540

Related news

5. Shipping (2 days running)

StockChangeCloseLeader
STX Green Logis 465770+24.9%13,750★
Heung-a Shipping 003280+5.3%2,295
Korea Line 005880+2.4%1,958
HMM 011200+0.6%17,730

6. Autonomous Driving (recurred after 4 days)

StockChangeCloseLeader
Suresofttech 298830+21.9%6,180★
Nextchip 396270+14.7%9,280
Obigo 352910+12.2%6,880
Sos Lab 464080+9.7%7,680
LiComm 388790+5.1%3,840
NAVER 035420+4.2%166,700
Ranix 317120+3.4%4,065
SK hynix 000660+3.1%162,000
Chips&Media 094360+3.0%13,790
Samsung Electro-mechanics 009150+2.7%136,600

Related news

7. Semiconductor Materials & Components (recurred after 11 days)

StockChangeCloseLeader
HVM 295310+17.3%16,490★
Semcns 252990+9.2%5,790
Mi 059090+7.7%9,960
Megatouch 446540+5.7%4,015
Purit 445180+5.6%7,160
Micro Contact Solution 098120+3.9%5,600
Nepes 033640+3.5%8,360
ISC 095340+3.3%55,900
Kctech 281820+3.2%32,400
S&S Tech 101490+2.9%24,950

Related news

8. EV (recurred after 10 days)

StockChangeCloseLeader
Shinsung ST 416180+12.1%30,100
Kostecsys 355150+8.6%8,250★
HanJungNCS 107640+6.0%50,400
Shin Heung Energy & Electronics 243840+5.5%8,580
L&F 066970+4.6%93,900
Cosmo Advanced Materials & Technology 005070+4.0%112,700
mPlus 259630+3.7%10,560
Sangsinenergydisplayprecision 091580+3.6%11,090
SFA Nexel 222080+3.5%9,540
SK Innovation 096770+3.4%114,800

Closing Thoughts

Semiconductor Equipment and Shipping both extended streaks to 2 days, with average changes of 8.72% and 8.27%. Whether those runs continue is the next marker.

Battery returned after a 10-day gap, and System Semiconductors after 34 days. Upcoming sessions will show whether these revivals extend past a single day.