Jul 18: 8 Strong Themes — Lithium, Battery
8 strong themes — 8 recurred. Top: Lithium +17.2%.
Strong themes8
Top change+17.2%
LeaderSebitchem
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 |
|---|---|---|---|
| Lithium | Sebitchem | +19.70% | |
| Battery | Sebitchem | +19.70% | |
| Typhoons & Monsoon | Hydro Lithium | +29.97% | |
| STO (Security Token Offering) | K Auction | +10.01% | |
| Crypto & Bitcoin | Bitplanet | +29.95% | |
| Solar | DSM | +6.39% | |
| Stablecoins | Nexus | +3.75% | |
| Water Resources | CSA Cosmic | +9.16% |
On 2025-07-18, Lithium led the session with an average change of 17.16%, as all 9 of its stocks rose. Lithium-for-earth and Hydro Lithium each gained 29.97%.
Battery followed with an average change of 13.84%, with all 10 stocks up. Sebitchem led both themes, up 19.7%. News cited US anti-dumping duties on Chinese graphite.
Beyond batteries, Typhoons & Monsoon returned after a 732-day gap, averaging 6.45%. Bitplanet rose 29.95% in Crypto & Bitcoin, while Stablecoins averaged 3.17%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Lithium | recurred after 7 days | +17.2% | 9/9 | Sebitchem |
| 2 | Battery | recurred after 7 days | +13.8% | 10/10 | Sebitchem |
| 3 | Typhoons & Monsoon | recurred after 732 days | +6.5% | 6/6 | Hydro Lithium |
| 4 | STO (Security Token Offering) | recurred after 8 days | +5.6% | 10/10 | K Auction |
| 5 | Crypto & Bitcoin | recurred after 4 days | +5.6% | 10/10 | Bitplanet |
| 6 | Solar | recurred after 7 days | +4.1% | 10/10 | DSM |
| 7 | Stablecoins | recurred after 2 days | +3.2% | 10/10 | Nexus |
| 8 | Water Resources | recurred after 17 days | +2.3% | 10/10 | CSA Cosmic |
Theme by Theme
1. Lithium (recurred after 7 days)
- Episode: started 2025-07-18, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Lithium-for-earth 073570 | +30.0% | 1,006 | |
Hydro Lithium 101670 | +30.0% | 1,687 | |
MNTECHCo 095500 | +21.5% | 9,880 | |
Sebitchem 107600 | +19.7% | 19,200 | ★ |
Posco Future M 003670 | +19.6% | 156,900 | |
Posco M-tech 009520 | +13.1% | 13,160 | |
Joongang Advanced Materials 051980 | +8.8% | 2,290 | |
Cosmochemical 005420 | +6.3% | 16,070 | |
Enchem 348370 | +5.6% | 58,800 |
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2. Battery (recurred after 7 days)
- Episode: started 2025-07-18, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Sebitchem 107600 | +19.7% | 19,200 | ★ |
Posco Future M 003670 | +19.6% | 156,900 | |
Samjin LND 054090 | +19.6% | 916 | |
PI Advanced Materials 178920 | +15.1% | 21,400 | |
L&F 066970 | +12.9% | 62,200 | |
Isu Specialty Chemical 457190 | +11.7% | 45,950 | |
DaejooElectronicMaterials 078600 | +10.4% | 77,300 | |
HT Robotics 396300 | +10.4% | 3,410 | |
Sungwoo 458650 | +10.1% | 13,800 | |
Ecopro BM 247540 | +9.0% | 112,200 |
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3. Typhoons & Monsoon (recurred after 732 days)
- Episode: started 2025-07-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hydro Lithium 101670 | +30.0% | 1,687 | ★ |
LOTTE Fine Chemical 004000 | +6.4% | 43,000 | |
Chobi 001550 | +1.0% | 14,000 | |
Kyungnong 002100 | +0.5% | 10,050 | |
Namhae Chemical 025860 | +0.4% | 7,570 | |
Daedong 000490 | +0.4% | 10,360 |
4. STO (Security Token Offering) (recurred after 8 days)
- Episode: started 2025-07-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
K Auction 102370 | +10.0% | 4,780 | ★ |
Finger 163730 | +8.9% | 14,190 | |
GalaxiaMoneytree 094480 | +7.5% | 11,440 | |
Galaxia SM 011420 | +6.7% | 2,560 | |
SeoulAuction 063170 | +5.7% | 9,530 | |
Iteyes 372800 | +5.5% | 6,730 | |
Woori Technology Investment 041190 | +4.6% | 10,870 | |
Aton 158430 | +2.7% | 9,400 | |
Danal 064260 | +2.6% | 8,740 | |
Uracle 088340 | +1.6% | 22,050 |
5. Crypto & Bitcoin (recurred after 4 days)
- Episode: started 2025-07-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bitplanet 049470 | +29.9% | 2,000 | ★ |
GalaxiaMoneytree 094480 | +7.5% | 11,440 | |
Woori Technology Investment 041190 | +4.6% | 10,870 | |
Bitmax 377030 | +4.6% | 5,000 | |
Danal 064260 | +2.6% | 8,740 | |
Com2uS Holdings 063080 | +2.6% | 28,000 | |
T Scientific 057680 | +1.4% | 1,359 | |
Wizit 036090 | +0.9% | 763 | |
KG Financial 046440 | +0.7% | 5,650 | |
Gamsung 036620 | +0.7% | 5,950 |
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6. Solar (recurred after 7 days)
- Episode: started 2025-07-18, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
DaejooElectronicMaterials 078600 | +10.4% | 77,300 | |
DSM 104040 | +6.4% | 1,215 | ★ |
Lake Materials 281740 | +5.8% | 12,450 | |
Advanced Nano Products 121600 | +5.7% | 52,100 | |
LS ELECTRIC 010120 | +3.4% | 286,500 | |
OCI Holdings Company 010060 | +3.0% | 89,500 | |
OCI Company 456040 | +2.5% | 57,500 | |
SK eternix 475150 | +1.4% | 22,550 | |
Cnplus 115530 | +1.1% | 545 | |
Eagon Holdings 039020 | +1.0% | 5,050 |
7. Stablecoins (recurred after 2 days)
- Episode: started 2025-07-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Finger 163730 | +8.9% | 14,190 | |
Dozn 462860 | +8.5% | 5,860 | |
Nexus 205500 | +3.8% | 4,010 | ★ |
Aton 158430 | +2.7% | 9,400 | |
Danal 064260 | +2.6% | 8,740 | |
kakaopay 377300 | +2.1% | 58,900 | |
RaonSecure 042510 | +1.6% | 11,820 | |
Itcenglobal 124500 | +0.7% | 18,130 | |
Wemade 112040 | +0.6% | 33,750 | |
LG CNS 064400 | +0.3% | 74,900 |
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8. Water Resources (recurred after 17 days)
- Episode: started 2025-07-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CSA Cosmic 083660 | +9.2% | 1,847 | ★ |
VitzroSys 054220 | +3.1% | 363 | |
KBI Dong Yang Steel Pipe 008970 | +2.8% | 3,411 | |
Doosan Enerbility 034020 | +2.4% | 64,800 | |
KUMHO Engineering & Construction 002990 | +2.0% | 3,560 | |
Korea Engineering Consultants 023350 | +1.7% | 5,340 | |
Samsung E&A 028050 | +0.8% | 25,600 | |
Watoscorea 079000 | +0.6% | 5,160 | |
Coway 021240 | +0.4% | 106,500 | |
Taeyoung Engineering & Construction 009410 | +0.4% | 2,755 |
Closing Thoughts
The Lithium episode runs from 2025-07-18 to 2025-07-22, a 5-day window, while Battery’s ends 2025-07-21. Solar, averaging 4.07%, shares that 2025-07-21 end date.
The next sessions will show whether the graphite tariff and Chinese lithium output cut headlines last. STO (Security Token Offering) at 5.58% and Water Resources at 2.33% were one-day episodes.