Feb 26: 8 Strong Themes — Battery, EV

February 26, 2025 · #Battery #EV #Cannabis #Ukraine Reconstruction #NFTs #Lithium #COVID (Diagnostics, Treatments, Vaccines) #Rare Earths & Rare Metals

8 strong themes — 8 recurred. Top: Battery +16.9%.

Strong themes8 Top change+16.9% LeaderMot

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+16.9%
EV
+10.1%
Cannabis
+8.2%
Ukraine Reconstruction
+7.3%
NFTs
+6.0%
Lithium
+5.8%
COVID (Diagnostics, Treatments, Vaccines)
+5.5%
Rare Earths & Rare Metals
+5.4%

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
BatteryMot+29.99%
EVEgtronics+29.88%
CannabisBL Pharmtech+29.95%
Ukraine ReconstructionDYD+21.56%
NFTsBillions+7.38%
LithiumLithium-for-earth+6.40%
COVID (Diagnostics, Treatments, Vaccines)Medicox+13.74%
Rare Earths & Rare MetalsCenotec+29.97%

Eight themes posted gains on Feb 26, and every stock in each theme’s list closed higher. Battery led with an average change of 16.86%, with all 9 of its stocks up.

Mot led the battery move with a 29.99% gain, while Cenotec rose 29.97%. EV followed with an average change of 10.07%, led by Egtronics at 29.88%.

Cannabis came back after a gap of 99 days, with an average change of 8.21%. NFTs also returned after 86 days, averaging 6.05%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 2 days+16.9%9/9Mot
2EVrecurred after 7 days+10.1%9/9Egtronics
3Cannabisrecurred after 99 days+8.2%6/6BL Pharmtech
4Ukraine Reconstructionrecurred after 2 days+7.3%10/10DYD
5NFTsrecurred after 86 days+6.0%9/9Billions
6Lithiumrecurred after 7 days+5.8%9/9Lithium-for-earth
7COVID (Diagnostics, Treatments, Vaccines)recurred after 43 days+5.5%9/9Medicox
8Rare Earths & Rare Metalsrecurred after 22 days+5.4%10/10Cenotec

Theme by Theme

1. Battery (recurred after 2 days)

StockChangeCloseLeader
Mot 413390+30.0%10,100★
Cenotec 222420+30.0%915
Megatouch 446540+23.0%4,940
Kumyang 001570+17.2%23,900
Elentec 054210+12.8%5,230
Jeil M&S 412540+11.9%8,090
Isu Specialty Chemical 457190+9.3%60,000
SK ie technology 361610+8.9%30,550
Cosmo Advanced Materials & Technology 005070+8.7%58,800

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2. EV (recurred after 7 days)

StockChangeCloseLeader
Egtronics 377330+29.9%5,760★
Samwha Electronics 011230+13.5%3,400
KG Mobility 003620+13.2%4,500
Cosmo Advanced Materials & Technology 005070+8.7%58,800
Nara Mold And Die 051490+6.5%4,530
Higen RNM 160190+5.7%35,000
Hanon Systems 018880+4.8%4,770
Sungchang Autotech 080470+4.2%3,750
Kangwon Energy 114190+4.1%9,610

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3. Cannabis (recurred after 99 days)

StockChangeCloseLeader
BL Pharmtech 065170+29.9%1,445★
Medicox 054180+13.7%356
Icure Pharmaceutical Incorporation 175250+2.3%1,722
Wooree Bio 082850+2.2%2,750
BNC Korea 256840+0.9%4,430
Hwail Pharm 061250+0.1%1,191

4. Ukraine Reconstruction (recurred after 2 days)

StockChangeCloseLeader
DYD 219550+21.6%716★
DaedongGear 008830+15.3%25,250
TYM 002900+7.1%5,430
Daeyang Electric 108380+6.8%17,680
HD Construction Equipment 267270+4.5%77,400
Daedong 000490+4.2%12,800
Itoxi 052770+3.8%1,249
Hyundai Everdigm 041440+3.6%10,010
Hyundai Engineering & Construction 000720+3.0%35,500
DAEMO Engineering 317850+3.0%9,980

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5. NFTs (recurred after 86 days)

StockChangeCloseLeader
Finger 163730+13.6%9,600
GalaxiaMoneytree 094480+7.6%8,070
Billions 044480+7.4%524★
Kakao 035720+5.9%42,100
Galaxia SM 011420+5.4%2,155
SeoulAuction 063170+4.6%7,020
Wemade 112040+4.4%40,200
FSN 214270+3.7%1,644
Kakao Games 293490+1.8%16,680

6. Lithium (recurred after 7 days)

StockChangeCloseLeader
Kumyang 001570+17.2%23,900
Lithium-for-earth 073570+6.4%1,080★
Ecopro 086520+4.7%68,500
Kwangmu 029480+4.5%2,425
Kangwon Energy 114190+4.1%9,610
Cosmochemical 005420+4.1%20,800
Posco Future M 003670+4.1%151,000
Chunbo 278280+3.8%41,500
MNTECHCo 095500+3.3%9,140

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7. COVID (Diagnostics, Treatments, Vaccines) (recurred after 43 days)

StockChangeCloseLeader
Medicox 054180+13.7%356★
Celltrion 068270+8.7%189,300
Sugentech 253840+4.5%6,470
Pharmicell 005690+4.2%11,130
Daewoong 003090+3.9%21,350
Daewoong Pharma 069620+3.7%134,400
Genematrix 109820+3.6%2,730
Peptron 087010+3.4%92,300
Micro Digital 305090+3.3%11,100

8. Rare Earths & Rare Metals (recurred after 22 days)

StockChangeCloseLeader
Cenotec 222420+30.0%915★
Samwha Electronics 011230+13.5%3,400
Novatech 285490+2.8%17,780
POSCO Holdings 005490+2.7%282,000
Union 000910+1.4%5,780
Hyundai BNG Steel 004560+1.2%13,270
EG 037370+1.1%6,200
Union Materials 047400+0.7%2,270
Dongkuk Refractories & Steel 075970+0.6%2,705
Daewon Chemical 024890+0.4%982

Closing Thoughts

Every theme has a streak of 1, so each move is a one-day episode so far. The first open question is whether Battery carries on past Feb 26.

Several names appear in more than one theme. Kumyang is in both Battery and Lithium, and Cenotec leads Rare Earths & Rare Metals.