May 28: 7 Strong Themes — Battery, EV
7 strong themes — 7 recurred. Top: Battery +13.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery | Korchip | +29.96% | |
| EV | NanoTIM | +16.64% | |
| Energy Storage (ESS) | W-scope Chungju Plant | +14.15% | |
| Battery (Materials & Parts) | W-scope Chungju Plant | +14.15% | |
| Battery (Cell Makers) | LG Energy Solution | +15.25% | |
| Lithium | Lithium-for-earth | +29.98% | |
| Battery (Equipment) | Onejoon | +13.96% |
Battery-linked names swept the board on May 28. Battery led all themes with an average change of 13.54%, and all 10 of its stocks closed higher.
Korchip led that group with a 29.96% gain. EV came next with an average change of 12.0%, and Samwha Capacitor topped that list at 24.07%.
LG Energy Solution rose 15.25% and appeared in five of the seven themes. Energy Storage (ESS) returned after a gap of 24 days, while the other themes came back after 6 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 6 days | +13.5% | 10/10 | Korchip |
| 2 | EV | recurred after 6 days | +12.0% | 10/10 | NanoTIM |
| 3 | Energy Storage (ESS) | recurred after 24 days | +9.8% | 10/10 | W-scope Chungju Plant |
| 4 | Battery (Materials & Parts) | recurred after 6 days | +8.1% | 10/10 | W-scope Chungju Plant |
| 5 | Battery (Cell Makers) | recurred after 6 days | +8.0% | 3/3 | LG Energy Solution |
| 6 | Lithium | recurred after 6 days | +7.3% | 10/10 | Lithium-for-earth |
| 7 | Battery (Equipment) | recurred after 6 days | +4.8% | 10/10 | Onejoon |
Theme by Theme
1. Battery (recurred after 6 days)
- Episode: started 2026-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korchip 126730 | +30.0% | 30,800 | ★ |
NanoTIM 417010 | +16.6% | 14,650 | |
LG Energy Solution 373220 | +15.2% | 442,000 | |
W-scope Chungju Plant 393890 | +14.2% | 17,260 | |
Onejoon 382840 | +14.0% | 10,040 | |
L&F 066970 | +13.0% | 169,200 | |
Shinsung ST 416180 | +12.0% | 34,050 | |
Samsung SDI 006400 | +7.3% | 676,000 | |
Seronics 042600 | +7.0% | 18,300 | |
mPlus 259630 | +6.1% | 15,290 |
2. EV (recurred after 6 days)
- Episode: started 2026-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +24.1% | 156,200 | |
NanoTIM 417010 | +16.6% | 14,650 | ★ |
LG Energy Solution 373220 | +15.2% | 442,000 | |
L&F 066970 | +13.0% | 169,200 | |
Shinsung ST 416180 | +12.0% | 34,050 | |
HanJungNCS 107640 | +11.3% | 56,000 | |
Samwha Electronics 011230 | +8.2% | 3,905 | |
Samsung SDI 006400 | +7.3% | 676,000 | |
Sungmoon Electronics 014910 | +6.1% | 3,035 | |
mPlus 259630 | +6.1% | 15,290 |
Related news
- [리포트 브리핑]한온시스템, ‘유럽 전기차 가속, 이제는 증명 구간’ 목표가 6,500원 - 흥국증권 — 뉴스핌 (Korean)
3. Energy Storage (ESS) (recurred after 24 days)
- Episode: started 2026-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +24.1% | 156,200 | |
LG Energy Solution 373220 | +15.2% | 442,000 | |
W-scope Chungju Plant 393890 | +14.2% | 17,260 | ★ |
Shinsung ST 416180 | +12.0% | 34,050 | |
HanJungNCS 107640 | +11.3% | 56,000 | |
Samsung SDI 006400 | +7.3% | 676,000 | |
mPlus 259630 | +6.1% | 15,290 | |
People & Technology 137400 | +2.8% | 47,200 | |
Gfi 493330 | +2.8% | 16,040 | |
Seojin System 178320 | +2.5% | 80,800 |
Related news
- [장중수급포착] 더블유씨피, 외국인/기관 동시 순매수… 주가 +24.14% — 뉴스핌 (Korean)
4. Battery (Materials & Parts) (recurred after 6 days)
- Episode: started 2026-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NanoTIM 417010 | +16.6% | 14,650 | |
W-scope Chungju Plant 393890 | +14.2% | 17,260 | ★ |
L&F 066970 | +13.0% | 169,200 | |
Shinsung ST 416180 | +12.0% | 34,050 | |
Sama Aluminium 006110 | +6.1% | 86,900 | |
LG Chem 051910 | +4.1% | 344,500 | |
A.f.w 312610 | +4.0% | 1,009 | |
Posco Future M 003670 | +3.9% | 238,000 | |
Kangwon Energy 114190 | +3.9% | 11,970 | |
Advanced Nano Products 121600 | +3.4% | 70,500 |
Related news
- [장중수급포착] 더블유씨피, 외국인/기관 동시 순매수… 주가 +24.14% — 뉴스핌 (Korean)
5. Battery (Cell Makers) (recurred after 6 days)
- Episode: started 2026-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Energy Solution 373220 | +15.2% | 442,000 | ★ |
Samsung SDI 006400 | +7.3% | 676,000 | |
SK Innovation 096770 | +1.4% | 117,000 |
Related news
- [오늘의 픽] 오픈AI 데이터센터 수혜 기대감…LG에너지솔루션, ESS 대형 계약에 급등 — 아주경제 (Korean)
6. Lithium (recurred after 6 days)
- Episode: started 2026-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lithium-for-earth 073570 | +30.0% | 3,360 | ★ |
LG Energy Solution 373220 | +15.2% | 442,000 | |
Hydro Lithium 101670 | +5.2% | 1,800 | |
LG Chem 051910 | +4.1% | 344,500 | |
Posco Future M 003670 | +3.9% | 238,000 | |
Kangwon Energy 114190 | +3.9% | 11,970 | |
Joongang Advanced Materials 051980 | +3.2% | 1,667 | |
Mirae 025560 | +2.9% | 38,700 | |
Cosmochemical 005420 | +2.2% | 14,530 | |
Sebitchem 107600 | +1.9% | 24,000 |
7. Battery (Equipment) (recurred after 6 days)
- Episode: started 2026-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Onejoon 382840 | +14.0% | 10,040 | ★ |
mPlus 259630 | +6.1% | 15,290 | |
CK Solution 480370 | +5.5% | 1,984 | |
Top Engineering 065130 | +5.5% | 4,625 | |
Kangwon Energy 114190 | +3.9% | 11,970 | |
Koses 089890 | +3.7% | 40,750 | |
Philenergy 378340 | +3.5% | 16,990 | |
DSK 109740 | +2.9% | 4,565 | |
People & Technology 137400 | +2.8% | 47,200 | |
HanWool Semiconductor 320000 | +0.1% | 12,600 |
Closing Thoughts
Every theme is on a streak of 1, so the next session will show whether the move lasts past one day. The weakest was Battery (Equipment), with an average change of 4.8%.
Trading volume is another thing to track. NanoTIM traded 19726582 shares and Samwha Electronics traded 24648874, so the next session’s volume can be compared with these figures.