Chain Workspace

Korean EV Battery Stocks

A battery value chain linking materials, cells, equipment, and EV demand

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AILeading expands upstream (Battery Materials, Battery Cell & Module) — LG ENERGY SOLUTION, LTD. tops relevance
As of
26-10-13
Nodes
3
Transition Signals
1
Primary Status
Leading
Value Chain Map

There is one transition signal, Battery Cell & Module → Battery Pack & EV Maker (transition score 54.9), with a historical average lag of about 22 days.

Hub size = NodeScore · label number = NodeScore (node leadership strength) · stock bubble = market cap (log) · hover to pause
Leading
Warming
Neutral
Fading
Lagging
?
40%←LOTTE ENERGY MATERIALS CORPORATION→ECOPRO CO.,LTD↗POSCO FUTURE M CO., LTD.→ECOPRO BM CO.,LTD.→L&F CO.,LTD↙DaejooElectronicMaterialsCo.,Ltd.COSMO ADVANCED MATERIALS & TECHNOLOGY CO., LTD→ECOPRO MATERIALS CO., LTD.→Chunbo Co., Ltd.↑SK ie technology Co., Ltd.→LG ENERGY SOLUTION, LTD.SAMSUNG SDI CO.,LTD←SK Innovation Co., Ltd.↗KIA CORPORATION↙HYUNDAI MOTOR COMaterials 85Battery Cell 82Battery Pack 45
Edge thickness = confidence
Active transition line (colored by source node status)
Circle size = NodeScore · color = node status
Mobile Flow

There is one transition signal, Battery Cell & Module → Battery Pack & EV Maker (transition score 54.9), with a historical average lag of about 22 days.

Tap a node to inspect its connected flow
Selected node
Battery Cell & Module
Pouch, cylindrical, and prismatic cell manufacturing and module assembly
81.5
NodeScore
Direct connections
Next transition candidates
Top related stocks
1. LG ENERGY SOLUTION, LTD.
373220.KS
62.6
2. SAMSUNG SDI CO.,LTD
006400.KS
54.9
3. SK Innovation Co., Ltd.
096770.KS
44.0
Secondary Battery
LeadingBattery Cell & Module
SummaryBattery Cell & Module is leading for 2 sessions with NodeScore 81.5 · Breadth 100.0% — likely to transition next into Battery Pack & EV Maker.
NODESCORE?
81.5
Node leadership strength 0-100
LEADING +2d
BREADTH 20D?
100.0%
Share outperforming KOSPI
As of
26-10-13
RS MOMENTUM 20D?
0.69raw 0.2208
Basket Index?
112.81
Days Since Leading?
+2d
Status
Leading
Transition ForecastBattery Cell focus
Next Transition CandidatesIf the currently selected node moves first
#1Battery Pack & EV Maker
MODEL
54.9
?LagFit 0.00?Conf. 40%?Lag 22±3d
Upstream Linked NodesUpstream nodes that could feed into the currently selected node
CHAINBattery Materials
No model prediction data, but this node is directly connected by the value chain structure.
Battery Cell & Module Top Stocks

2 of 3 stocks improved their relative strength versus the prior session, and 2 improved momentum.

Click a row → individual stock Rotation Trail
StockRank is based on the selected node. The same stock can score differently under a different node.
#StockSTOCKRANK?RS?Volume?ETF?
1
LG ENERGY SOLUTION, LTD.
373220.KS
62.6
0.660.9×—
2
SAMSUNG SDI CO.,LTD
006400.KS
54.9
0.500.7×—
3
SK Innovation Co., Ltd.
096770.KS
44.0
0.400.5×NEW