Oct 8: 8 Strong Themes — Battery, EV

October 8, 2026 · #Battery #EV #Semiconductor Equipment #Semiconductor Materials & Components #Energy Storage (ESS) #Semiconductor Substrates (FC-BGA, MLB) #System Semiconductors #HBM (High Bandwidth Memory)

8 strong themes — 8 recurred. Top: Battery +15.7%.

Strong themes8 Top change+15.7% LeaderYujin Technology

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+15.7%
EV
+12.7%
Semiconductor Equipment
+9.7%
Semiconductor Materials & Components
+8.3%
Energy Storage (ESS)
+6.2%
Semiconductor Substrates (FC-BGA, MLB)
+5.2%
System Semiconductors
+5.2%
HBM (High Bandwidth Memory)
+4.3%

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
BatteryYujin Technology+30.00%
EVNuin Tek+29.95%
Semiconductor EquipmentThe Codi+7.28%
Semiconductor Materials & ComponentsWelkeeps Hitech+10.95%
Energy Storage (ESS)SM Bexel+8.11%
Semiconductor Substrates (FC-BGA, MLB)Dawon Nexview+17.46%
System SemiconductorsDoosan Tesna+14.85%
HBM (High Bandwidth Memory)Kukjeon+7.40%

On Oct 8, every strong theme closed with all of its listed stocks higher. Battery led with an average change of 15.67%, and all 10 of its stocks rose.

EV came next at 12.71%, led by Nuin Tek at 29.95%. Samkee Energy Solutions gained 29.93% and appeared in both the battery and EV lists.

In chips, Semiconductor Equipment averaged 9.71% and Semiconductor Materials & Components averaged 8.27%. HBM (High Bandwidth Memory) was the softest strong theme at 4.32%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 2 days+15.7%10/10Yujin Technology
2EVrecurred after 2 days+12.7%10/10Nuin Tek
3Semiconductor Equipmentrecurred after 2 days+9.7%10/10The Codi
4Semiconductor Materials & Componentsrecurred after 2 days+8.3%10/10Welkeeps Hitech
5Energy Storage (ESS)recurred after 2 days+6.2%10/10SM Bexel
6Semiconductor Substrates (FC-BGA, MLB)recurred after 2 days+5.2%10/10Dawon Nexview
7System Semiconductorsrecurred after 2 days+5.2%10/10Doosan Tesna
8HBM (High Bandwidth Memory)recurred after 2 days+4.3%10/10Kukjeon

Theme by Theme

1. Battery (recurred after 2 days)

StockChangeCloseLeader
Yujin Technology 240600+30.0%1,170★
Samkee Energy Solutions 419050+29.9%2,305
Almac 354320+17.5%57,300
Fino 033790+17.2%11,580
Sama Aluminium 006110+13.3%74,800
W-scope Chungju Plant 393890+11.1%11,470
Gfi 493330+10.3%14,120
Kga 455180+9.4%1,413
CK Solution 480370+9.3%2,295
Mi 059090+8.5%24,800

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2. EV (recurred after 2 days)

StockChangeCloseLeader
Nuin Tek 012340+29.9%486★
Samkee Energy Solutions 419050+29.9%2,305
Almac 354320+17.5%57,300
Atum 355690+11.5%6,390
Samkee 122350+7.2%1,720
Neotechnicalsystem 085910+6.8%20,500
Amogreentech 125210+6.7%6,810
Shin Heung Energy & Electronics 243840+6.7%6,500
LS Materials 417200+5.5%16,450
HBL 452190+5.3%6,310

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3. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
Dawon Nexview 323350+17.5%11,170
Device 187870+17.3%15,720
Justem 417840+11.2%20,900
Genesem 217190+10.2%10,060
Jusung Engineering 036930+8.1%267,500
Apact 200470+8.0%10,790
The Codi 224060+7.3%3,610★
Asflow 159010+6.6%34,750
PSK 319660+5.8%145,100
Nextin 348210+5.3%40,000

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4. Semiconductor Materials & Components (recurred after 2 days)

StockChangeCloseLeader
FNS Tech 083500+15.6%17,080
Welkeeps Hitech 043590+10.9%1,803★
Mi 059090+8.5%24,800
Kukjeon 307750+7.4%2,975
Hanyang Digitech 078350+7.0%38,950
Nepes 033640+6.9%33,300
DNFCo 092070+6.9%15,530
BCnC 146320+6.7%12,320
CMTX 388210+6.6%95,200
New Power Plasma 144960+6.1%14,000

5. Energy Storage (ESS) (recurred after 2 days)

StockChangeCloseLeader
W-scope Chungju Plant 393890+11.1%11,470
Gfi 493330+10.3%14,120
DK Tech 290550+8.3%25,550
SM Bexel 010580+8.1%2,330★
Amogreentech 125210+6.7%6,810
Power Logics 047310+4.8%3,410
HT Robotics 396300+3.9%5,940
Shinsung ST 416180+3.4%28,800
YM Tech 273640+2.9%5,990
HanJungNCS 107640+2.8%48,350

6. Semiconductor Substrates (FC-BGA, MLB) (recurred after 2 days)

StockChangeCloseLeader
Dawon Nexview 323350+17.5%11,170★
TLB 356860+7.0%53,800
Neotechnicalsystem 085910+6.8%20,500
Taesung 323280+5.0%62,700
Daeduck Electronics 353200+4.2%157,700
Intekplus 064290+3.6%60,600
Isupetasys 007660+2.9%125,500
Duksanhimetal 077360+2.4%14,110
GigaVis 420770+1.6%137,500
Simmtech 222800+1.4%172,800

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7. System Semiconductors (recurred after 2 days)

StockChangeCloseLeader
Doosan Tesna 131970+14.8%125,300★
Nepes 033640+6.9%33,300
PSK 319660+5.8%145,100
Nepes Ark 330860+3.9%32,950
KohYoungTechnology 098460+3.6%37,500
Zinitix 303030+3.6%1,155
Asicland 445090+3.3%23,500
DB HiTek 000990+3.3%138,800
Sigetronics 429270+3.3%3,325
CoAsia 045970+3.2%3,855

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8. HBM (High Bandwidth Memory) (recurred after 2 days)

StockChangeCloseLeader
Genesem 217190+10.2%10,060
Kukjeon 307750+7.4%2,975★
Nextin 348210+5.3%40,000
Systems Technology 039440+3.9%25,200
KohYoungTechnology 098460+3.6%37,500
Imt 451220+2.7%9,420
PSK Holdings 031980+2.7%209,500
Techwing 089030+2.6%55,100
Mirai Semiconductors 254490+2.6%18,820
Winpac 097800+2.2%3,640

Closing Thoughts

Every theme returned after a gap of 2 days and now has a streak of 1. The next data point is whether Battery and the other themes stay strong for a second session.

News on Oct 7 covered Nuin Tek’s capacitor orders from European carmakers. Doosan Tesna led System Semiconductors at 14.85%, with headlines that day citing Tesla AI orders.