Apr 21: 8 Strong Themes — Battery, Energy Storage (ESS)
8 strong themes — 4 running · 4 recurred. Top: Battery +24.7%.
Strong themes8
Top change+24.7%
LeaderA.f.w
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 |
|---|---|---|---|
| Battery | A.f.w | +29.93% | |
| Energy Storage (ESS) | HanJungNCS | +29.93% | |
| Lithium | Lithium-for-earth | +29.90% | |
| PCB & Flexible PCB | Finecircuit | +29.85% | |
| Semiconductor Equipment | Jusung Engineering | +29.95% | |
| Shipbuilding Equipment | HD Hyundai Marine Solution | +17.53% | |
| Semiconductor Materials & Components | KEC | +15.94% | |
| Construction Majors | Daewoo Engineering & Construction | +16.89% |
Battery led the Apr 21 session with an average change of 24.7%, and all 10 of its stocks closed higher. The theme’s streak now stands at 3.
Related groups moved with it. Energy Storage (ESS) returned after a 15-day gap with an average change of 18.89%, while Lithium posted 14.71%.
Semiconductor Equipment extended its streak to 8, led by Jusung Engineering at 29.95%. Construction Majors also returned, led by Daewoo Engineering & Construction at 16.89%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | 3 days running | +24.7% | 10/10 | A.f.w |
| 2 | Energy Storage (ESS) | recurred after 15 days | +18.9% | 10/10 | HanJungNCS |
| 3 | Lithium | 3 days running | +14.7% | 10/10 | Lithium-for-earth |
| 4 | PCB & Flexible PCB | recurred after 14 days | +12.6% | 10/10 | Finecircuit |
| 5 | Semiconductor Equipment | 8 days running | +12.2% | 9/9 | Jusung Engineering |
| 6 | Shipbuilding Equipment | recurred after 4 days | +8.8% | 10/10 | HD Hyundai Marine Solution |
| 7 | Semiconductor Materials & Components | 8 days running | +7.0% | 10/10 | KEC |
| 8 | Construction Majors | recurred after 6 days | +6.3% | 6/6 | Daewoo Engineering & Construction |
Theme by Theme
1. Battery (3 days running)
- Episode: started 2026-04-17, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
SFA Nexel 222080 | +30.0% | 16,310 | |
A.f.w 312610 | +29.9% | 1,424 | ★ |
Finetek 131760 | +29.7% | 2,040 | |
Solus Advanced Materials 336370 | +26.1% | 13,880 | |
Gfi 493330 | +25.7% | 19,860 | |
APS Innovation 079810 | +25.5% | 7,770 | |
Jeio 418550 | +22.8% | 14,400 | |
Samsung SDI 006400 | +19.9% | 645,000 | |
Philenergy 378340 | +19.5% | 19,750 | |
mPlus 259630 | +18.0% | 18,860 |
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2. Energy Storage (ESS) (recurred after 15 days)
- Episode: started 2026-04-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SFA Nexel 222080 | +30.0% | 16,310 | |
HanJungNCS 107640 | +29.9% | 72,500 | ★ |
Gfi 493330 | +25.7% | 19,860 | |
Samsung SDI 006400 | +19.9% | 645,000 | |
mPlus 259630 | +18.0% | 18,860 | |
Enchem 348370 | +18.0% | 49,250 | |
Elentec 054210 | +16.3% | 13,600 | |
LG Energy Solution 373220 | +11.4% | 478,000 | |
People & Technology 137400 | +11.3% | 60,900 | |
Vina Tech 126340 | +8.3% | 134,200 |
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3. Lithium (3 days running)
- Episode: started 2026-04-17, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Lithium-for-earth 073570 | +29.9% | 756 | ★ |
Joongang Advanced Materials 051980 | +29.7% | 2,135 | |
Enchem 348370 | +18.0% | 49,250 | |
Hydro Lithium 101670 | +12.5% | 2,155 | |
LG Energy Solution 373220 | +11.4% | 478,000 | |
Daebo Magnetic 290670 | +10.2% | 13,190 | |
Cosmochemical 005420 | +9.9% | 18,390 | |
Kangwon Energy 114190 | +8.9% | 15,850 | |
Posco Future M 003670 | +8.5% | 256,500 | |
POSCO Holdings 005490 | +8.2% | 421,500 |
4. PCB & Flexible PCB (recurred after 14 days)
- Episode: started 2026-04-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Finecircuit 127980 | +29.9% | 6,830 | ★ |
Ev Advanced Material 131400 | +29.8% | 2,050 | |
Samsung Electro-mechanics 009150 | +13.5% | 772,000 | |
Taesung 323280 | +11.8% | 66,200 | |
Lotte Energy Materials 020150 | +8.0% | 56,700 | |
Daeduck Electronics 353200 | +7.8% | 100,300 | |
Amogreentech 125210 | +7.3% | 10,770 | |
Neotechnicalsystem 085910 | +6.9% | 29,400 | |
Xavis 254120 | +6.5% | 1,469 | |
Dap 066900 | +4.0% | 1,492 |
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5. Semiconductor Equipment (8 days running)
- Episode: started 2026-04-10, day 18
| Stock | Change | Close | Leader |
|---|---|---|---|
Jusung Engineering 036930 | +29.9% | 118,900 | ★ |
Innotech 469610 | +14.7% | 26,200 | |
Green Resource 402490 | +12.3% | 24,100 | |
Protec 053610 | +10.8% | 74,100 | |
Point Engineering 256630 | +9.4% | 1,132 | |
Intekplus 064290 | +8.8% | 31,450 | |
Elc 041520 | +8.5% | 11,580 | |
Justem 417840 | +7.6% | 11,020 | |
GigaVis 420770 | +7.3% | 94,400 |
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6. Shipbuilding Equipment (recurred after 4 days)
- Episode: started 2026-04-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Marine Solution 443060 | +17.5% | 230,000 | ★ |
S&SYS 0008Z0 | +15.8% | 41,500 | |
Hanwha Engine 082740 | +11.6% | 60,600 | |
STX Engine 077970 | +9.3% | 50,500 | |
Cape Industries 064820 | +6.7% | 13,010 | |
Oriental Precision & Engineering 014940 | +6.4% | 8,530 | |
HD-Hyundai Marine Engine 071970 | +6.3% | 96,100 | |
Hanla IMS 092460 | +5.6% | 17,970 | |
Samyoung M-tek C0 054540 | +4.7% | 13,090 | |
KSP 073010 | +4.4% | 4,470 |
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7. Semiconductor Materials & Components (8 days running)
- Episode: started 2026-04-10, day 18
| Stock | Change | Close | Leader |
|---|---|---|---|
KEC 092220 | +15.9% | 1,418 | ★ |
LTC 170920 | +9.2% | 36,250 | |
GO Element 311320 | +9.0% | 8,570 | |
Lake Materials 281740 | +8.3% | 24,650 | |
Haesung DS 195870 | +6.8% | 65,500 | |
Chemtros 220260 | +5.2% | 6,260 | |
Foosung 093370 | +5.0% | 13,700 | |
Temc CNS 241790 | +4.0% | 8,200 | |
ISC 095340 | +3.5% | 238,000 | |
Worldexindustry&trading 101160 | +3.3% | 32,450 |
8. Construction Majors (recurred after 6 days)
- Episode: started 2026-04-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +16.9% | 32,850 | ★ |
GS Engineering & Construction 006360 | +13.3% | 43,100 | |
DL E&c 375500 | +5.3% | 100,600 | |
Samsung C&T 028260 | +1.3% | 304,000 | |
IPARK Hyundai Development Company 294870 | +0.4% | 23,200 | |
Hyundai Engineering & Construction 000720 | +0.3% | 174,900 |
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Closing Thoughts
SFA Nexel, Samsung SDI, Gfi and mPlus appear in both Battery and Energy Storage (ESS). The next sessions will show whether these overlapping stocks keep moving together.
PCB & Flexible PCB returned after a 14-day gap with an average change of 12.56%. Shipbuilding Equipment also came back after 4 days, with an average change of 8.83%.