Sep 28: 6 Strong Themes — Battery / EV, Semiconductors
6 strong themes — 1 running · 5 recurred. Top: Battery / EV +11.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery / EV | TN entertainment | +13.83% | |
| Semiconductors | UniTest | +13.53% | |
| 5G / Telecom Equipment | Inno Instrument | +8.43% | |
| China Consumer | YG Entertainment | +11.98% | |
| Hydrogen (Fuel Cells, Vehicles) | Unick | +6.23% | |
| iPhone Supply Chain | Duk San Neolux | +4.83% |
On 2020-09-28, six themes led the session. Battery / EV topped the list with an average change of 11.29%, rising for a second straight day.
TN entertainment led that group at 13.83%, and Wonik Pne rose 10.41%. SFA Nexel had no price data for the day.
The other five themes came back after a gap. Semiconductors led them with an average change of 8.12%, and all four of its stocks rose, led by UniTest at 13.53%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery / EV | 2 days running | +11.3% | 3/4 | TN entertainment |
| 2 | Semiconductors | recurred after 18 days | +8.1% | 4/4 | UniTest |
| 3 | 5G / Telecom Equipment | recurred after 19 days | +7.0% | 4/4 | Inno Instrument |
| 4 | China Consumer | recurred after 45 days | +6.3% | 6/6 | YG Entertainment |
| 5 | Hydrogen (Fuel Cells, Vehicles) | recurred after 12 days | +5.4% | 4/4 | Unick |
| 6 | iPhone Supply Chain | recurred after 26 days | +5.3% | 4/4 | Duk San Neolux |
Theme by Theme
1. Battery / EV (2 days running)
- Episode: started 2020-09-25, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
TN entertainment 131100 | +13.8% | 11,525 | ★ |
Wonik Pne 131390 | +10.4% | 20,150 | |
People & Technology 137400 | +9.6% | 23,350 | |
SFA Nexel 222080 | - | - |
2. Semiconductors (recurred after 18 days)
- Episode: started 2020-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
UniTest 086390 | +13.5% | 25,600 | ★ |
Kctech 281820 | +9.5% | 22,450 | |
DB HiTek 000990 | +8.9% | 37,950 | |
Samsung Electronics 005930 | +0.5% | 58,200 |
3. 5G / Telecom Equipment (recurred after 19 days)
- Episode: started 2020-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Inno Instrument 215790 | +8.4% | 1,865 | ★ |
Solid 050890 | +7.3% | 10,751 | |
Seojin System 178320 | +6.3% | 22,854 | |
KMW 032500 | +5.9% | 77,500 |
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4. China Consumer (recurred after 45 days)
- Episode: started 2020-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
YG Entertainment 122870 | +12.0% | 57,000 | ★ |
It’s Hanbul 226320 | +8.3% | 25,350 | |
Hankook Cosmetics 123690 | +5.3% | 12,950 | |
Tonymoly 214420 | +5.2% | 9,127 | |
Hotel Shilla 008770 | +3.8% | 76,000 | |
Paradise 034230 | +3.4% | 13,550 |
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5. Hydrogen (Fuel Cells, Vehicles) (recurred after 12 days)
- Episode: started 2020-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Synopex 025320 | +7.1% | 4,022 | |
Unick 011320 | +6.2% | 7,670 | ★ |
NS 126870 | +4.9% | 3,430 | |
Hyundai Motor 005380 | +3.2% | 175,500 |
6. iPhone Supply Chain (recurred after 26 days)
- Episode: started 2020-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ITM Semiconductor 084850 | +6.4% | 58,000 | |
BHCo 090460 | +5.0% | 21,100 | |
Ndfos 238090 | +4.9% | 20,472 | |
Duk San Neolux 213420 | +4.8% | 31,500 | ★ |
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Closing Thoughts
The Battery / EV episode runs from Sep 25 to Sep 29, a duration of 5 days. The other five themes each have a one-day episode on Sep 28.
News on Sep 28 said the government had picked 40 New Deal Fund sectors, including 5G. 5G / Telecom Equipment posted an average change of 6.97%, and all four of its stocks rose.