Sep 8: 8 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Battery (Materials & Parts)
8 strong themes — 1 running · 6 recurred · 1 new. Top: Hydrogen (Fuel Cells, Vehicles) +10.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Hydrogen (Fuel Cells, Vehicles) | DYP | +29.99% | |
| Battery (Materials & Parts) | Chemtros | +21.56% | |
| Petrochemicals | SK Chemicals | +8.80% | |
| Life Insurance | MIRAE ASSET Life Insurance | +5.27% | |
| Metals (Non-Ferrous) | Sama Aluminium | +4.50% | |
| Property & Casualty Insurance | Meritz Fire & Marine Insurance | +2.13% | - |
| Oil Refining | S-Oil | +3.79% | |
| Banks | Hana Financial Group | +1.85% |
On 2021-09-08, Hydrogen (Fuel Cells, Vehicles) led the strong themes with an average change of 10.36%. All 5 stocks rose, with DYP up 29.99%.
Battery (Materials & Parts) appeared as a new theme with an average change of 9.25%. Chemtros led at 21.56%, and TCC Steel added 16.07%.
Petrochemicals returned after a 105-day gap, averaging 6.72%, led by SK Chemicals at 8.8%. Metals (Non-Ferrous) extended its streak to 2 days, with Sama Aluminium up 4.5%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Hydrogen (Fuel Cells, Vehicles) | recurred after 12 days | +10.4% | 5/5 | DYP |
| 2 | Battery (Materials & Parts) | new | +9.2% | 5/5 | Chemtros |
| 3 | Petrochemicals | recurred after 105 days | +6.7% | 3/3 | SK Chemicals |
| 4 | Life Insurance | recurred after 48 days | +4.1% | 2/2 | MIRAE ASSET Life Insurance |
| 5 | Metals (Non-Ferrous) | 2 days running | +3.8% | 3/3 | Sama Aluminium |
| 6 | Property & Casualty Insurance | recurred after 22 days | +2.3% | 2/2 | Meritz Fire & Marine Insurance |
| 7 | Oil Refining | recurred after 68 days | +2.2% | 3/3 | S-Oil |
| 8 | Banks | recurred after 28 days | +2.0% | 2/2 | Hana Financial Group |
Theme by Theme
1. Hydrogen (Fuel Cells, Vehicles) (recurred after 12 days)
- Episode: started 2021-09-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DYP 092780 | +30.0% | 9,840 | ★ |
HS Hyosung Advanced Materials 298050 | +8.9% | 661,000 | |
Smotronic 066590 | +6.5% | 6,090 | |
Hyosung Chemical 298000 | +4.0% | 757,000 | |
Kolon Industries 120110 | +2.4% | 92,200 |
Related news
- [급등락주 짚어보기] 동양피스톤ㆍ경창산업, 현대차의 수소차 전략 발표에 ‘상한가’ — 이투데이 (Korean)
2. Battery (Materials & Parts) (new)
- Episode: started 2021-09-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chemtros 220260 | +21.6% | 13,250 | ★ |
TCC Steel 002710 | +16.1% | 10,400 | |
Sangsinenergydisplayprecision 091580 | +3.7% | 18,050 | |
Ecopro BM 247540 | +2.7% | 83,193 | |
Foosung 093370 | +2.1% | 18,653 |
Related news
- [특징주]경창산업, 현대모비스 전기차용 구동모듈 생산…2차전지만큼 중요한 모터 — 아시아경제 (Korean)
3. Petrochemicals (recurred after 105 days)
- Episode: started 2021-09-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Chemicals 285130 | +8.8% | 193,822 | ★ |
Isu Chemical 005950 | +7.4% | 7,250 | |
Taekwang Industrial 003240 | +4.0% | 1,158,000 |
Related news
- SK케미칼 주가 7%↑…“분기 사상 매출액·영업익 모두 최대” — 아주경제 (Korean)
- “SK바사 지분 팔아라”…싱가포르 헤지펀드, SK케미칼에 요구 왜? — 매일경제 (Korean)
- “SK바이오사이언스 지분 팔아라”…헤지펀드, SK케미칼 압박 — 한국경제 (Korean)
4. Life Insurance (recurred after 48 days)
- Episode: started 2021-09-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MIRAE ASSET Life Insurance 085620 | +5.3% | 4,790 | ★ |
Hanwha Life Insurance 088350 | +3.0% | 3,425 |
Related news
- [장중수급포착] 미래에셋생명, 기관 29일 연속 순매수행진… 주가 +1.98% — 뉴스핌 (Korean)
5. Metals (Non-Ferrous) (2 days running)
- Episode: started 2021-09-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sama Aluminium 006110 | +4.5% | 41,800 | ★ |
Choil Aluminum 018470 | +3.9% | 3,441 | |
Leeku Industrial 025820 | +3.0% | 4,765 |
Related news
- [특징주]기니 쿠데타發 알루미늄 수급 불안…조일알미늄·삼아알미늄 강세 지속 — 서울경제 (Korean)
- 삼아알미늄 주가 10%↑…“알루미늄 값 상승세” — 아주경제 (Korean)
- 골드만삭스 “알루미늄 3,200달러 찍는다”…삼아알미늄 상한가 — 서울경제 (Korean)
6. Property & Casualty Insurance (recurred after 22 days)
- Episode: started 2021-09-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DB Insurance 005830 | +2.5% | 61,000 | |
Meritz Fire & Marine Insurance 000060 | +2.1% | 31,200 | ★ |
Related news
- [특징주]메리츠화재, 신고가 또 갈아치웠다…자사주 매입 효과 — 헤럴드경제 (Korean)
7. Oil Refining (recurred after 68 days)
- Episode: started 2021-09-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +3.8% | 98,700 | ★ |
GS Holdings 078930 | +2.0% | 43,100 | |
SK Innovation 096770 | +0.8% | 247,463 |
Related news
- [특징주]S-Oil, 정제마진 개선 전망에 강세 — 헤럴드경제 (Korean)
- [특징주]S-Oil, 정제마진 개선에 강세 — 아시아경제 (Korean)
- [장중수급포착] S-Oil, 외국인/기관 동시 순매수… 주가 +4.52% — 뉴스핌 (Korean)
8. Banks (recurred after 28 days)
- Episode: started 2021-09-08, day 1
Related news
- [장중수급포착] 하나금융지주, 외국인/기관 동시 순매수… 주가 +1.50% — 뉴스핌 (Korean)
Closing Thoughts
Most themes were one-day episodes. The next question is whether Hydrogen (Fuel Cells, Vehicles) extends past Sep 8. Metals (Non-Ferrous) is the only theme on a 2-day streak.
Financial themes also rose across the board, with Life Insurance averaging 4.14% and Banks 2.0%. Oil Refining added 2.2%, led by S-Oil at 3.79%.