Dec 2: 8 Strong Themes — Battery, Drones

December 2, 2024 · #Battery #Drones #Autonomous Driving #Mobile Games #Games #EV #Defense & War #Crypto & Bitcoin

8 strong themes — 8 recurred. Top: Battery +9.5%.

Strong themes8 Top change+9.5% LeaderKorea Zinc

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+9.5%
Drones
+6.5%
Autonomous Driving
+6.4%
Mobile Games
+5.5%
Games
+5.1%
EV
+5.0%
Defense & War
+5.0%
Crypto & Bitcoin
+4.7%

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
BatteryKorea Zinc+19.58%
DronesJCH Systems+12.67%
Autonomous DrivingFuronteer+16.56%
Mobile GamesJoyCity+4.38%
GamesJoyCity+4.38%
EVEnchem+12.42%
Defense & WarSamhyun+13.21%
Crypto & BitcoinJCH Systems+12.67%

On 2024-12-02, eight themes closed with every member stock higher. Battery led with an average change of 9.48%, and all 10 of its stocks rose.

Korea Zinc topped the battery group at 19.58%, with Shinsung Delta Tech at 13.0% and Enchem at 12.42%. Enchem also led EV on bond issuance news.

Drones averaged 6.55%, while Autonomous Driving averaged 6.43% behind Furonteer at 16.56%. Defense & War averaged 4.99%, with Samhyun up 13.21%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 4 days+9.5%10/10Korea Zinc
2Dronesrecurred after 5 days+6.5%8/8JCH Systems
3Autonomous Drivingrecurred after 13 days+6.4%10/10Furonteer
4Mobile Gamesrecurred after 4 days+5.5%9/9JoyCity
5Gamesrecurred after 4 days+5.1%9/9JoyCity
6EVrecurred after 14 days+5.0%10/10Enchem
7Defense & Warrecurred after 10 days+5.0%9/9Samhyun
8Crypto & Bitcoinrecurred after 10 days+4.7%10/10JCH Systems

Theme by Theme

1. Battery (recurred after 4 days)

StockChangeCloseLeader
Korea Zinc 010130+19.6%1,411,000★
Shinsung Delta Tech 065350+13.0%73,900
Enchem 348370+12.4%143,000
Zaigle 234920+12.1%6,100
Power Logics 047310+10.2%5,290
People & Technology Ms 257370+10.1%4,290
mPlus 259630+6.2%7,670
Chunbo 278280+4.0%42,800
Kwangmu 029480+3.8%2,755
Mot 413390+3.4%7,710

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2. Drones (recurred after 5 days)

StockChangeCloseLeader
JCH Systems 033320+12.7%5,690★
Kencoa Aerospace 274090+8.1%11,650
Smart Radar System 424960+7.7%11,280
Alux 475580+7.2%9,990
T3 Entertainment 204610+7.0%1,553
Huneed Technologies 005870+5.0%8,640
Hanwha Aerospace 012450+2.7%321,000
Korea Aerospace Industries 047810+2.0%59,600

3. Autonomous Driving (recurred after 13 days)

StockChangeCloseLeader
Furonteer 370090+16.6%27,800★
Sos Lab 464080+9.4%10,250
Smart Radar System 424960+7.7%11,280
Nextchip 396270+5.9%14,240
LiComm 388790+5.9%3,520
InfoBank 039290+5.6%7,220
Korea Electric Terminal 025540+4.2%69,700
Edge Foundry 105550+4.2%3,495
Hyundai Mobis 012330+2.5%245,500
PonyLink 064800+2.5%1,490

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4. Mobile Games (recurred after 4 days)

StockChangeCloseLeader
Com2us 078340+7.6%52,600
T3 Entertainment 204610+7.0%1,553
Com2uS Holdings 063080+6.6%34,750
Netmarble 251270+6.4%56,400
Neowiz Holdings 042420+5.6%19,690
Krafton 259960+5.0%327,500
Kakao Games 293490+4.5%18,970
JoyCity 067000+4.4%1,574★
Shift Up 462870+2.9%60,100

5. Games (recurred after 4 days)

StockChangeCloseLeader
Com2us 078340+7.6%52,600
T3 Entertainment 204610+7.0%1,553
Netmarble 251270+6.4%56,400
Neowiz Holdings 042420+5.6%19,690
Krafton 259960+5.0%327,500
Kakao Games 293490+4.5%18,970
JoyCity 067000+4.4%1,574★
Shift Up 462870+2.9%60,100
Webzen 069080+2.5%15,460

6. EV (recurred after 14 days)

StockChangeCloseLeader
Enchem 348370+12.4%143,000★
Power Logics 047310+10.2%5,290
mPlus 259630+6.2%7,670
Korea Electric Terminal 025540+4.2%69,700
Edge Foundry 105550+4.2%3,495
Higen RNM 160190+3.4%10,800
LG Energy Solution 373220+2.6%391,500
Hyundai Mobis 012330+2.5%245,500
Shinsung ST 416180+2.2%25,950
Kostecsys 355150+2.0%5,050

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7. Defense & War (recurred after 10 days)

StockChangeCloseLeader
Samhyun 437730+13.2%7,800★
Kencoa Aerospace 274090+8.1%11,650
Wavice 289930+6.8%9,520
Huneed Technologies 005870+5.0%8,640
Fiberpro 368770+3.2%4,230
Hanwha Aerospace 012450+2.7%321,000
Genohco 361390+2.4%16,090
Korea Aerospace Industries 047810+2.0%59,600
Kia 000270+1.4%94,200

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8. Crypto & Bitcoin (recurred after 10 days)

StockChangeCloseLeader
JCH Systems 033320+12.7%5,690★
Woori Technology Investment 041190+8.7%9,540
Com2uS Holdings 063080+6.6%34,750
Neowiz Holdings 042420+5.6%19,690
Kakao 035720+5.1%42,150
Wizit 036090+2.4%741
Bitplanet 049470+2.0%301
Hanwha Investment&securities 003530+1.8%3,600
T Scientific 057680+1.7%1,225
Wemade 112040+0.9%45,900

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Closing Thoughts

The Battery and EV episodes both list an end date of 2024-12-03, a span of 2 days. The next session will show whether Korea Zinc and Enchem still lead.

Crypto & Bitcoin averaged 4.74% as headlines cited a virtual-asset tax deferral. Mobile Games and Games returned after a 4-day gap, both led by JoyCity.