Sep 1: 6 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Battery / EV
6 strong themes — 1 running · 5 recurred. Top: Hydrogen (Fuel Cells, Vehicles) +13.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | Kolon Materials | +30.00% | - |
| Battery / EV | Daebo Magnetic | +6.62% | |
| Drones | JCH Systems | +13.08% | |
| Rare Earths & Rare Metals | Union | +13.90% | |
| Semiconductors | Kctech | +6.23% | |
| Securities Brokers | Korea Investment Holdings | +3.45% |
On Sep 1, 2020, Hydrogen (Fuel Cells, Vehicles) topped the strong themes with an average change of 13.4%, and all 4 of its stocks rose. It was the theme’s second straight session after starting on Aug 31.
Leader Kolon Materials jumped 30.0% to close at 4290 on volume of 6366546 shares. Sambo Motors, NK and SJG Sejong followed with gains of 8.91%, 8.01% and 6.67%.
Battery / EV returned after a 6-day gap with an average change of 8.54%. Drones came back after 84 days, led by JCH Systems at 13.08%, while Rare Earths & Rare Metals averaged 6.89%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Hydrogen (Fuel Cells, Vehicles) | 2 days running | +13.4% | 4/4 | Kolon Materials |
| 2 | Battery / EV | recurred after 6 days | +8.5% | 4/4 | Daebo Magnetic |
| 3 | Drones | recurred after 84 days | +8.2% | 2/2 | JCH Systems |
| 4 | Rare Earths & Rare Metals | recurred after 34 days | +6.9% | 3/3 | Union |
| 5 | Semiconductors | recurred after 11 days | +6.8% | 3/3 | Kctech |
| 6 | Securities Brokers | recurred after 7 days | +3.1% | 3/3 | Korea Investment Holdings |
Theme by Theme
1. Hydrogen (Fuel Cells, Vehicles) (2 days running)
- Episode: started 2020-08-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kolon Materials 144620 | +30.0% | 4,290 | ★ |
Sambo Motors 053700 | +8.9% | 6,480 | |
NK 085310 | +8.0% | 9,840 | |
SJG Sejong 033530 | +6.7% | 8,000 |
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2. Battery / EV (recurred after 6 days)
- Episode: started 2020-09-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
People & Technology Ms 257370 | +10.3% | 17,969 | |
V-one Tech 251630 | +9.8% | 10,450 | |
Sang-a Frontec 089980 | +7.5% | 52,400 | |
Daebo Magnetic 290670 | +6.6% | 41,900 | ★ |
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3. Drones (recurred after 84 days)
- Episode: started 2020-09-01, day 1
4. Rare Earths & Rare Metals (recurred after 34 days)
- Episode: started 2020-09-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union 000910 | +13.9% | 9,590 | ★ |
Union Materials 047400 | +4.1% | 4,200 | |
Cenotec 222420 | +2.7% | 2,115 |
5. Semiconductors (recurred after 11 days)
- Episode: started 2020-09-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LOTVacuum 083310 | +7.1% | 14,350 | |
WONIK QnC 074600 | +7.0% | 15,300 | |
Kctech 281820 | +6.2% | 21,300 | ★ |
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6. Securities Brokers (recurred after 7 days)
- Episode: started 2020-09-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Investment Holdings 071050 | +3.5% | 63,000 | ★ |
Mirae Asset Securities 006800 | +3.1% | 9,548 | |
Samsung Securities 016360 | +2.6% | 30,950 |
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Closing Thoughts
The next session will show whether Hydrogen (Fuel Cells, Vehicles) extends its streak beyond 2 days. The returning themes are each on a streak of 1, so the next session will show whether they follow through.
Securities Brokers posted a smaller average change of 3.07%, with its episode recorded through 2020-09-02. Semiconductors averaged 6.77%, led by Kctech at 6.23%.