Aug 8: 3 Strong Themes — Battery Recycling, System Semiconductors
3 strong themes — 3 recurred. Top: Battery Recycling +5.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery Recycling | DA Technology | +29.83% | |
| System Semiconductors | ODTech | +12.82% | |
| Airlines & Low-Cost Carriers | Korean Air Lines | +3.37% |
Three themes led the Aug 8 session, and every stock in each of them closed higher. Battery Recycling topped the list with an average change of 4.95%.
DA Technology led Battery Recycling with a 29.83% jump, and POSCO Holdings rose 6.42%. The theme came back after a 19-day gap, with all 10 of its stocks up.
System Semiconductors followed with an average change of 4.09%, led by ODTech at 12.82%. Airlines & Low-Cost Carriers averaged 1.74%, with Korean Air Lines up 3.37%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery Recycling | recurred after 19 days | +5.0% | 10/10 | DA Technology |
| 2 | System Semiconductors | recurred after 11 days | +4.1% | 10/10 | ODTech |
| 3 | Airlines & Low-Cost Carriers | recurred after 12 days | +1.7% | 6/6 | Korean Air Lines |
Theme by Theme
1. Battery Recycling (recurred after 19 days)
- Episode: started 2023-08-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DA Technology 196490 | +29.8% | 27,810 | ★ |
POSCO Holdings 005490 | +6.4% | 597,000 | |
Hana Technology 299030 | +5.4% | 110,100 | |
Welcron Hantec 076080 | +3.5% | 4,500 | |
LG Energy Solution 373220 | +2.1% | 525,000 | |
Ecopro 086520 | +1.0% | 211,312 | |
Insun Environmental New Technology 060150 | +0.9% | 9,060 | |
Hyundai Motor 005380 | +0.2% | 188,400 | |
Sebitchem 107600 | +0.1% | 83,500 | |
SungEel HiTech 365340 | +0.1% | 129,500 |
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2. System Semiconductors (recurred after 11 days)
- Episode: started 2023-08-08, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
ODTech 080520 | +12.8% | 5,280 | ★ |
Zaram Technology 389020 | +6.7% | 31,900 | |
CoAsia 045970 | +5.0% | 8,890 | |
Fadu 440110 | +4.9% | 28,950 | |
Alt 172670 | +2.8% | 22,400 | |
ADTechnology 200710 | +2.2% | 23,000 | |
Sigetronics 429270 | +2.2% | 18,167 | |
Anapass 123860 | +1.7% | 24,500 | |
Imagis 115610 | +1.6% | 5,724 | |
HANMI Semiconductor 042700 | +1.1% | 47,700 |
3. Airlines & Low-Cost Carriers (recurred after 12 days)
- Episode: started 2023-08-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korean Air Lines 003490 | +3.4% | 24,550 | ★ |
Air Busan 298690 | +3.1% | 3,010 | |
Hanjinkal 180640 | +2.0% | 45,400 | |
Jejuair 089590 | +1.0% | 13,210 | |
Tway Holdings Incorporation 004870 | +0.6% | 541 | |
Jin Air 272450 | +0.4% | 14,770 |
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Closing Thoughts
All three themes returned after gaps of 11 to 19 days, and each has a streak of 1. The next sessions will show whether the moves continue past a single day.
For Airlines & Low-Cost Carriers, the news focused on record quarterly results at the low-cost carriers. In Battery Recycling, the headlines pointed to Welcron Hantec, which rose 3.45%.