Sep 25: 8 Strong Themes — Stablecoins, Battery

September 25, 2025 · #Stablecoins #Battery #EV #Robotics (Industrial & Collaborative) #AI & Robotics #Steel (Small & Mid Cap) #Lithium #Metals (Non-Ferrous)

8 strong themes — 1 running · 7 recurred. Top: Stablecoins +11.3%.

Strong themes8 Top change+11.3% LeaderNHN KCP

Average change by strong theme

Average change of member stocks, by theme · descending
Stablecoins
+11.3%
Battery
+8.7%
EV
+5.2%
Robotics (Industrial & Collaborative)
+4.8%
AI & Robotics
+4.3%
Steel (Small & Mid Cap)
+4.2%
Lithium
+4.2%
Metals (Non-Ferrous)
+2.6%

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
StablecoinsNHN KCP+27.17%
BatteryAI Korea+30.00%
EVNeotechnicalsystem+13.92%
Robotics (Industrial & Collaborative)CP System+4.36%
AI & RoboticsSimplatform+5.34%
Steel (Small & Mid Cap)MH Materials+14.96%
LithiumHydro Lithium+7.42%
Metals (Non-Ferrous)Leeku Industrial+5.52%

Stablecoins led the Sep 25 session with an average change of 11.33%, and all 10 of its stocks closed higher. Bankware Global rose 29.94%, and leader NHN KCP gained 27.17%.

Battery came next with an average change of 8.68%, led by AI Korea at 30.0%. EV returned after a 35-day gap with an average change of 5.15%.

Lithium was the only theme on a 2-day streak, with an average change of 4.16%. Metals (Non-Ferrous) came back after a 78-day gap, with an average change of 2.6%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Stablecoinsrecurred after 6 days+11.3%10/10NHN KCP
2Batteryrecurred after 3 days+8.7%9/9AI Korea
3EVrecurred after 35 days+5.2%9/9Neotechnicalsystem
4Robotics (Industrial & Collaborative)recurred after 3 days+4.8%9/9CP System
5AI & Roboticsrecurred after 3 days+4.3%9/9Simplatform
6Steel (Small & Mid Cap)recurred after 15 days+4.2%10/10MH Materials
7Lithium2 days running+4.2%9/9Hydro Lithium
8Metals (Non-Ferrous)recurred after 78 days+2.6%10/10Leeku Industrial

Theme by Theme

1. Stablecoins (recurred after 6 days)

StockChangeCloseLeader
Bankware Global 199480+29.9%8,420
NHN KCP 060250+27.2%18,580★
NAVER 035420+11.4%254,000
coocon 294570+11.1%38,650
Aton 158430+7.9%8,360
Me2on 201490+6.8%6,240
Hecto Financial 234340+6.8%18,500
Dozn 462860+5.4%5,060
RaonSecure 042510+4.2%11,320
Danal 064260+2.6%10,500

2. Battery (recurred after 3 days)

StockChangeCloseLeader
AI Korea 364950+30.0%11,700★
Younghwa Tech 265560+11.2%8,170
Koses 089890+8.5%17,300
Yunsung F&C 372170+5.9%34,100
Posco Future M 003670+5.4%145,900
Sebitchem 107600+4.7%26,950
Ecopro BM 247540+4.5%120,400
Kwangmu 029480+4.1%3,055
LG Energy Solution 373220+3.9%361,500

Related news

3. EV (recurred after 35 days)

StockChangeCloseLeader
Neotechnicalsystem 085910+13.9%3,805★
Younghwa Tech 265560+11.2%8,170
Mobase Electronics 012860+5.6%1,380
LG Energy Solution 373220+3.9%361,500
Samsung SDI 006400+2.4%210,500
L&F 066970+2.4%76,600
Cosmo Advanced Materials & Technology 005070+2.4%43,450
Sangsinenergydisplayprecision 091580+2.3%11,870
LG Chem 051910+2.3%292,500

Related news

4. Robotics (Industrial & Collaborative) (recurred after 3 days)

StockChangeCloseLeader
Rainbow Robotics 277810+8.9%319,500
Elensys 264850+6.4%5,350
SBB Tech 389500+5.7%25,000
Clobot 466100+5.6%31,950
CP System 413630+4.4%3,115★
Everybot 270660+3.6%18,230
Wonik Holdings 030530+3.4%13,790
RS Automation 140670+3.1%14,000
Doosan Robotics 454910+2.2%68,900

5. AI & Robotics (recurred after 3 days)

StockChangeCloseLeader
CrowdWorks 355390+7.4%6,130
Clobot 466100+5.6%31,950
Simplatform 444530+5.3%11,250★
Udmtek 389680+4.2%725
Everybot 270660+3.6%18,230
Obzen 417860+3.3%13,720
Datasolution 263800+3.3%5,680
KAON Group 078890+3.2%3,970
Artist Company 321820+2.5%5,670

Related news

6. Steel (Small & Mid Cap) (recurred after 15 days)

StockChangeCloseLeader
MH Materials 001080+15.0%39,200★
KBI Dong Yang Steel Pipe 008970+6.6%2,670
Hanil Iron & Steel 002220+5.6%3,485
Nexteel 092790+2.9%12,570
Histeel 071090+2.5%4,295
Shin Steel 162300+2.2%2,085
Moonbae Steel 008420+2.1%2,375
TCC Steel 002710+2.0%16,740
Keum Kang Steel 053260+1.6%4,450
Kistron 475430+1.3%4,930

7. Lithium (2 days running)

StockChangeCloseLeader
Hydro Lithium 101670+7.4%2,535★
Posco Future M 003670+5.4%145,900
Sebitchem 107600+4.7%26,950
Kwangmu 029480+4.1%3,055
LG Energy Solution 373220+3.9%361,500
Ecopro 086520+3.2%50,100
Posco M-tech 009520+3.1%14,340
Lithium-for-earth 073570+3.1%1,280
Chunbo 278280+2.6%43,600

Related news

8. Metals (Non-Ferrous) (recurred after 78 days)

StockChangeCloseLeader
Leeku Industrial 025820+5.5%4,780★
Poongsan 103140+3.2%128,900
Posco M-tech 009520+3.1%14,340
Irem 009730+3.0%900
Sama Aluminium 006110+2.6%21,950
Cenit 037760+2.5%1,804
Youngpoong 000670+2.4%43,100
Daiyang Metal 009190+1.3%1,590
Daechang 012800+1.2%1,296
Seowon 021050+1.2%1,143

Closing Thoughts

The Stablecoins episode runs from 2025-09-25 to 2025-09-29, a 5-day span. The next sessions will show whether all 10 stocks in the theme keep rising together.

On Sep 25, Lithium headlines cited a reported U.S. government push to take a stake in Lithium Americas. The next session will show whether the Lithium streak goes past 2 days.