Feb 11: 2 Strong Themes — Battery / EV, Hydrogen (Fuel Cells, Vehicles)

February 11, 2020 · #Battery / EV #Hydrogen (Fuel Cells, Vehicles)

2 strong themes — 2 recurred. Top: Battery / EV +9.2%.

Strong themes2 Top change+9.2% LeaderEcopro BM

Average change by strong theme

Average change of member stocks, by theme · descending
Battery / EV
+9.2%
Hydrogen (Fuel Cells, Vehicles)
+8.1%

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
Battery / EVEcopro BM+12.31%
Hydrogen (Fuel Cells, Vehicles)Smotronic+22.75%

On Feb 11, 2020, two themes led the session: Battery / EV and Hydrogen (Fuel Cells, Vehicles). Every stock in both themes closed higher.

Battery / EV posted an average change of 9.21%, with all 4 stocks up. Leader Ecopro BM gained 12.31%, while LG Chem rose 6.85% and Samsung SDI 6.69%.

Hydrogen (Fuel Cells, Vehicles) returned after a gap of 43 days with an average change of 8.1%, and all 5 stocks up. Leader Smotronic jumped 22.75% on volume of 49091182 shares.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery / EVrecurred after 4 days+9.2%4/4Ecopro BM
2Hydrogen (Fuel Cells, Vehicles)recurred after 43 days+8.1%5/5Smotronic

Theme by Theme

1. Battery / EV (recurred after 4 days)

StockChangeCloseLeader
Ecopro BM 247540+12.3%21,645★
People & Technology 137400+11.0%10,200
LG Chem 051910+6.8%413,500
Samsung SDI 006400+6.7%335,808

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2. Hydrogen (Fuel Cells, Vehicles) (recurred after 43 days)

StockChangeCloseLeader
Smotronic 066590+22.8%4,560★
Samkee 122350+8.9%2,640
Woory Industrial 215360+4.1%25,350
Mi 059090+2.9%6,850
Hyundai Motor 005380+1.9%132,500

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Closing Thoughts

The Battery / EV episode runs from Feb 11 to Feb 12, a span of 2 days. News that day covered an Ecopro BM joint venture for producing next-generation battery materials.

The Hydrogen (Fuel Cells, Vehicles) episode lasted 1 day, on Feb 11. Headlines tied the move to the world’s first ‘hydrogen law’. The next data point is whether either theme extends its streak beyond 1.