Mar 6: 5 Strong Themes — EV / Battery, Shipbuilding
5 strong themes — 4 recurred · 1 new. Top: EV / Battery +8.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| EV / Battery | Samwha Capacitor | +11.11% | |
| Shipbuilding | Hanwha Ocean | +10.36% | |
| Shipbuilding Equipment | Dongsung Finetec | +6.00% | |
| IT Majors / Semiconductor Majors (Fabrication) | Samsung SDI | +5.59% | |
| Securities Brokers | Yuanta Securities Korea | +5.41% |
On 2018-03-06, EV / Battery led the strong themes with an average change of 8.57%. All 4 of its stocks closed higher, led by Samwha Capacitor at 11.11%.
Shipbuilding followed with an average change of 7.87%, as Hanwha Ocean rose 10.36%. Shipbuilding Equipment added 7.59%, with Hankuk Carbon up 9.18%.
The new theme IT Majors / Semiconductor Majors (Fabrication) averaged 4.95%, led by Samsung SDI. Securities Brokers rose 4.28%, with all 4 stocks up.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | EV / Battery | recurred after 244 days | +8.6% | 4/4 | Samwha Capacitor |
| 2 | Shipbuilding | recurred after 40 days | +7.9% | 2/3 | Hanwha Ocean |
| 3 | Shipbuilding Equipment | recurred after 40 days | +7.6% | 2/2 | Dongsung Finetec |
| 4 | IT Majors / Semiconductor Majors (Fabrication) | new | +5.0% | 3/3 | Samsung SDI |
| 5 | Securities Brokers | recurred after 15 days | +4.3% | 4/4 | Yuanta Securities Korea |
Theme by Theme
1. EV / Battery (recurred after 244 days)
- Episode: started 2018-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +11.1% | 39,000 | ★ |
Cosmochemical 005420 | +10.1% | 20,710 | |
Lotte Energy Materials 020150 | +8.1% | 34,750 | |
L&F 066970 | +5.0% | 31,106 |
Related news
- [ET투자뉴스]전력저장장치(ESS)관련주테마, 삼화콘덴서, 삼화전기 중심으로 강세 — 전자신문 (Korean)
- (유)삼화콘덴서, 7.69% 오르며 체결강도 강세 지속(265%) — 서울경제 (Korean)
- (유)삼화콘덴서, 전일 대비 7.12% 상승.. 일일회전율은 1.27% 기록 — 서울경제 (Korean)
2. Shipbuilding (recurred after 40 days)
- Episode: started 2018-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +10.4% | 23,187 | ★ |
HD Hyundai Mipo 010620 | +5.4% | 54,144 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | - | - |
Related news
- 수주 호조+업계 호황 전망에 조선株 ‘급등’ — 머니투데이 (Korean)
3. Shipbuilding Equipment (recurred after 40 days)
- Episode: started 2018-03-06, day 1
Related news
- (코)동성화인텍, 5.53% 오르며 체결강도 강세 지속(158%) — 서울경제 (Korean)
- (코)동성화인텍, 전일 대비 7.06% 상승.. 일일회전율은 0.85% 기록 — 서울경제 (Korean)
4. IT Majors / Semiconductor Majors (Fabrication) (new)
- Episode: started 2018-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung SDI 006400 | +5.6% | 175,736 | ★ |
SK hynix 000660 | +5.2% | 82,400 | |
Samsung Electronics 005930 | +4.0% | 47,020 |
Related news
- (유)삼성SDI, 3.53% 오르며 체결강도 강세 지속(263%) — 서울경제 (Korean)
- 삼성SDI, 하와이 태양광 발전 배터리 공급 — 조선일보 (Korean)
- 하와이 태양광 ESS 설치 참여… 삼성SDI, 모듈 1만3000개 공급 — 디지털타임스 (Korean)
5. Securities Brokers (recurred after 15 days)
- Episode: started 2018-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Yuanta Securities Korea 003470 | +5.4% | 4,480 | ★ |
Mirae Asset Securities 006800 | +4.4% | 9,289 | |
KIWOOM Securities 039490 | +4.1% | 101,500 | |
NH Investment & Securities 005940 | +3.3% | 14,250 |
Related news
- [표]유가증권 기관·외국인·개인 순매수·도 상위종목(3월 6일-최종치) — 서울경제 (Korean)
- NH투자증권 차기 사장에 정영채 부사장 내정 — 한국일보 (Korean)
- 정영채 NH투자증권 사장 내정자 “고객이 가장 먼저 찾는 회사 만들 것” — 한국경제 (Korean)
Closing Thoughts
EV / Battery came back after a gap of 244 days, and every theme’s episode has lasted only 1 day so far. Next, watch whether any of these streaks runs past 1 day.
The day’s news centred on ESS, including a Samsung SDI battery supply deal for a solar project in Hawaii. Among brokers, NH Investment & Securities named its next CEO.