Oct 25: 8 Strong Themes — EV, Semiconductor Equipment

October 25, 2024 · #EV #Semiconductor Equipment #CXL (Compute Express Link) #Energy Storage (ESS) #Banks #Battery #HBM (High Bandwidth Memory) #Autonomous Driving

8 strong themes — 3 running · 5 recurred. Top: EV +5.3%.

Strong themes8 Top change+5.3% LeaderDY Deokyang

Average change by strong theme

Average change of member stocks, by theme · descending
EV
+5.3%
Semiconductor Equipment
+4.9%
CXL (Compute Express Link)
+4.8%
Energy Storage (ESS)
+3.7%
Banks
+3.7%
Battery
+3.6%
HBM (High Bandwidth Memory)
+3.2%
Autonomous Driving
+3.2%

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
EVDY Deokyang+6.41%
Semiconductor EquipmentMirae+9.99%
CXL (Compute Express Link)TLB+9.30%
Energy Storage (ESS)DY Deokyang+6.41%
BanksKB Financial Group+8.37%
BatteryKorea Zinc+10.11%
HBM (High Bandwidth Memory)Di+14.82%
Autonomous DrivingDhautoware+1.70%

EV led the Oct 25 session with an average change of 5.3%, and all 10 of its stocks rose. It was the theme’s third straight day of strength.

Semiconductor Equipment came back after a 2-day gap with an average change of 4.9%. Di posted the session’s top gain at 14.82%, and CXL (Compute Express Link) returned after 99 days.

Banks rose on value-up hopes, led by KB Financial Group at 8.37%, and news cited a record high for the stock. Every stock in all eight themes closed higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1EV3 days running+5.3%10/10DY Deokyang
2Semiconductor Equipmentrecurred after 2 days+4.9%9/9Mirae
3CXL (Compute Express Link)recurred after 99 days+4.8%4/4TLB
4Energy Storage (ESS)recurred after 44 days+3.7%10/10DY Deokyang
5Banksrecurred after 11 days+3.7%8/8KB Financial Group
6Battery3 days running+3.6%9/9Korea Zinc
7HBM (High Bandwidth Memory)recurred after 2 days+3.2%10/10Di
8Autonomous Driving2 days running+3.2%10/10Dhautoware

Theme by Theme

1. EV (3 days running)

StockChangeCloseLeader
Amogreentech 125210+11.4%6,950
Samwha Electric 009470+10.9%42,100
Myoung Shin Industry 009900+7.7%12,940
DY Deokyang 024900+6.4%3,405★
Edge Foundry 105550+5.1%2,385
HanilForgingIndustrial 024740+3.2%3,540
Hyundai Mobis 012330+2.6%256,500
Kia 000270+2.0%92,700
Hankook & Company 000240+1.9%16,510
Power Logics 047310+1.8%5,040

2. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
Di 003160+14.8%20,300
Mirae 025560+10.0%1,090★
Park Systems 140860+3.9%215,000
Yest 122640+3.4%19,560
The Codi 224060+3.1%4,645
Dit 110990+2.7%13,820
Justem 417840+2.2%7,920
Imt 451220+2.0%9,030
SurplusGLOBAL 140070+2.0%3,275

3. CXL (Compute Express Link) (recurred after 99 days)

StockChangeCloseLeader
TLB 356860+9.3%12,580★
Fadu 440110+6.6%22,500
Kook Soon Dang 043650+1.9%5,040
SK hynix 000660+1.4%201,000

4. Energy Storage (ESS) (recurred after 44 days)

StockChangeCloseLeader
Amogreentech 125210+11.4%6,950
Samwha Electric 009470+10.9%42,100
DY Deokyang 024900+6.4%3,405★
Carry 313760+4.5%6,500
Power Logics 047310+1.8%5,040
Hyosung Heavy Industries 298040+0.8%392,000
TS Nexgen 043220+0.5%582
LS ELECTRIC 010120+0.3%149,500
LG Energy Solution 373220+0.1%407,000
YM Tech 273640+0.1%11,620

5. Banks (recurred after 11 days)

StockChangeCloseLeader
KB Financial Group 105560+8.4%101,000★
Hana Financial Group 086790+4.1%66,500
JB Financial Group 175330+4.0%18,290
BNK Financial Group 138930+3.9%9,910
Shinhan Financial Group 055550+3.4%58,000
Woori Financial Group 316140+2.6%17,080
Industrial Bank Of Korea 024110+1.9%14,720
Jeju Bank 006220+1.2%8,200

Related news

6. Battery (3 days running)

StockChangeCloseLeader
Korea Zinc 010130+10.1%1,253,000★
Youlchon Chemical 008730+4.5%27,550
Dongwon Systems 014820+3.7%50,300
KNS 432470+2.9%15,590
Dit 110990+2.7%13,820
Lotte Energy Materials 020150+2.6%37,150
Avaco 083930+2.3%14,700
Power Logics 047310+1.8%5,040
Jeio 418550+1.7%17,580

Related news

7. HBM (High Bandwidth Memory) (recurred after 2 days)

StockChangeCloseLeader
Di 003160+14.8%20,300★
Ycchem 112290+3.7%16,770
Yest 122640+3.4%19,560
Dit 110990+2.7%13,820
Imt 451220+2.0%9,030
SK hynix 000660+1.4%201,000
KohYoungTechnology 098460+1.3%9,850
Techwing 089030+1.2%42,400
Kctech 281820+1.1%35,150
EO Technics 039030+0.8%168,600

Related news

8. Autonomous Driving (2 days running)

StockChangeCloseLeader
i3system 214430+5.4%35,300
Edge Foundry 105550+5.1%2,385
Nextchip 396270+4.7%13,350
Sekonix 053450+3.2%5,440
Chips&Media 094360+2.9%13,400
Hyundai Mobis 012330+2.6%256,500
Ace Technologies 088800+2.4%994
Kia 000270+2.0%92,700
Hyundai Autoever 307950+1.9%142,300
Dhautoware 025440+1.7%239★

Closing Thoughts

EV and Battery each have a 3-day streak, and Korea Zinc rose 10.11% in the latter. Oct 25 headlines linked the battery rally to Tesla and the final IRA rules.

CXL (Compute Express Link), Energy Storage (ESS) and Banks each returned for a single day, and it is not yet clear whether they will continue. Autonomous Driving has a 2-day streak.