Oct 8: 8 Strong Themes — Battery, EV
8 strong themes — 8 recurred. Top: Battery +15.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery | Yujin Technology | +30.00% | |
| EV | Nuin Tek | +29.95% | |
| Semiconductor Equipment | The Codi | +7.28% | |
| Semiconductor Materials & Components | Welkeeps Hitech | +10.95% | |
| Energy Storage (ESS) | SM Bexel | +8.11% | |
| Semiconductor Substrates (FC-BGA, MLB) | Dawon Nexview | +17.46% | |
| System Semiconductors | Doosan 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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 2 days | +15.7% | 10/10 | Yujin Technology |
| 2 | EV | recurred after 2 days | +12.7% | 10/10 | Nuin Tek |
| 3 | Semiconductor Equipment | recurred after 2 days | +9.7% | 10/10 | The Codi |
| 4 | Semiconductor Materials & Components | recurred after 2 days | +8.3% | 10/10 | Welkeeps Hitech |
| 5 | Energy Storage (ESS) | recurred after 2 days | +6.2% | 10/10 | SM Bexel |
| 6 | Semiconductor Substrates (FC-BGA, MLB) | recurred after 2 days | +5.2% | 10/10 | Dawon Nexview |
| 7 | System Semiconductors | recurred after 2 days | +5.2% | 10/10 | Doosan Tesna |
| 8 | HBM (High Bandwidth Memory) | recurred after 2 days | +4.3% | 10/10 | Kukjeon |
Theme by Theme
1. Battery (recurred after 2 days)
- Episode: started 2026-10-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-10-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-10-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-10-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-10-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-10-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-10-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-10-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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.