Jun 7: 8 Strong Themes — Solar, Defense & War
8 strong themes — 1 running · 5 recurred · 2 new. Top: Solar +10.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Solar | S-Energy | +29.99% | |
| Defense & War | Firstec | +17.39% | |
| Natural Gas Utilities | Gse | +9.85% | |
| AI & Robotics | T-Robotics | +13.53% | |
| Bicycles | Alton | +4.93% | |
| Space & Aerospace / Aircraft Components | Korea Aerospace Industries | +8.80% | |
| Oil Refining / LPG (Liquefied Petroleum Gas) | Joong Ang Enervis | +3.47% | |
| Shipbuilding | HD Hyundai Heavy Industries | +2.37% |
Solar led the Jun 7 session with an average change of 10.13%. S-Energy drove the theme with a 29.99% gain, and 5 of 6 stocks in the group closed higher.
Defense & War followed with an average change of 9.26%, and all 5 of its stocks rose. Firstec led the group with a 17.39% gain.
Natural Gas Utilities posted an average change of 6.55% as news pointed to a jump in natural gas prices. T-Robotics rose 13.53% to lead AI & Robotics.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 8 days | +10.1% | 5/6 | S-Energy |
| 2 | Defense & War | recurred after 15 days | +9.3% | 5/5 | Firstec |
| 3 | Natural Gas Utilities | recurred after 39 days | +6.5% | 3/3 | Gse |
| 4 | AI & Robotics | recurred after 5 days | +5.9% | 4/4 | T-Robotics |
| 5 | Bicycles | recurred after 106 days | +4.7% | 2/2 | Alton |
| 6 | Space & Aerospace / Aircraft Components | new | +4.4% | 3/3 | Korea Aerospace Industries |
| 7 | Oil Refining / LPG (Liquefied Petroleum Gas) | new | +3.4% | 5/5 | Joong Ang Enervis |
| 8 | Shipbuilding | 2 days running | +1.9% | 3/3 | HD Hyundai Heavy Industries |
Theme by Theme
1. Solar (recurred after 8 days)
- Episode: started 2022-06-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Energy 095910 | +30.0% | 5,080 | ★ |
Carry 313760 | +13.1% | 15,550 | |
SY 109610 | +3.2% | 3,510 | |
Shinsung E&g 011930 | +2.6% | 23,950 | |
Hanwha Solutions 009830 | +1.8% | 47,895 | |
OCI Holdings Company 010060 | - | - |
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- [이시각 상한가] 에스에너지(▲1410) - 7일 오전 11시15분 — 이투데이 (Korean)
2. Defense & War (recurred after 15 days)
- Episode: started 2022-06-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Firstec 010820 | +17.4% | 5,570 | ★ |
HanilForgingIndustrial 024740 | +11.1% | 3,970 | |
Kuk Young G M 006050 | +9.6% | 1,950 | |
Speco 013810 | +5.4% | 8,770 | |
LIG Defense&Aerospace 079550 | +2.9% | 82,200 |
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- [테마동향] 7일, 방위산업(+3.49%), 태양광(+2.51%) 관련주 테마 상승…IT(-2.94%), 국내상장 중국기업(-2.62%) 관련주 테마 하락 — 이투데이 (Korean)
3. Natural Gas Utilities (recurred after 39 days)
- Episode: started 2022-06-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gse 053050 | +9.8% | 6,580 | ★ |
Daesung Energy 117580 | +6.3% | 14,300 | |
Kyungdong City Gas 267290 | +3.5% | 25,350 |
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- [ET라씨로] 천연가스 가격 급등…대성에너지・지에스이 등 강세 — 전자신문 (Korean)
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4. AI & Robotics (recurred after 5 days)
- Episode: started 2022-06-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
T-Robotics 117730 | +13.5% | 9,060 | ★ |
Smec 099440 | +4.8% | 2,140 | |
Hyulim ROBOT 090710 | +2.6% | 11,250 | |
Robotis 108490 | +2.6% | 21,375 |
Related news
- 티로보틱스 주가 23%↑…“자율이송로봇 개발수주로 물류로봇 시장 확대” — 아주경제 (Korean)
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5. Bicycles (recurred after 106 days)
- Episode: started 2022-06-07, day 1
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6. Space & Aerospace / Aircraft Components (new)
- Episode: started 2022-06-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Aerospace Industries 047810 | +8.8% | 56,900 | ★ |
LIG Defense&Aerospace 079550 | +2.9% | 82,200 | |
Hanwha Aerospace 012450 | +1.6% | 58,063 |
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- [특징주] 한국항공우주, 실적 상향 전망 속 ‘강세’ — 이투데이 (Korean)
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7. Oil Refining / LPG (Liquefied Petroleum Gas) (new)
- Episode: started 2022-06-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +4.9% | 232,704 | |
HeunguOil 024060 | +3.5% | 8,160 | |
Joong Ang Enervis 000440 | +3.5% | 31,350 | ★ |
S-Oil 010950 | +3.5% | 120,000 | |
GS Holdings 078930 | +1.7% | 47,300 |
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8. Shipbuilding (2 days running)
- Episode: started 2022-06-03, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Heavy Industries 329180 | +2.4% | 129,500 | ★ |
Hanwha Ocean 042660 | +1.8% | 20,344 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +1.5% | 92,400 |
Related news
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Closing Thoughts
Space & Aerospace / Aircraft Components debuted with Korea Aerospace Industries up 8.8%, and Oil Refining / LPG (Liquefied Petroleum Gas) debuted with all 5 stocks higher. The next question is whether either theme shows up again.
Shipbuilding is the only theme on a streak, now at 2 sessions with an average change of 1.9%. Every other theme has a streak of 1, so the thing to track is whether any of them carries into the next sessions.