Jan 11: 8 Strong Themes — Solar, Smart Grid

January 11, 2023 · #Solar #Smart Grid #Defense & War #Hydrogen (Fuel Cells, Vehicles) #Wind #Battery #EV #Nuclear

8 strong themes — 3 running · 5 recurred. Top: Solar +9.9%.

Strong themes8 Top change+9.9% LeaderDae Myoung Energy

Average change by strong theme

Average change of member stocks, by theme · descending
Solar
+9.9%
Smart Grid
+9.1%
Defense & War
+9.0%
Hydrogen (Fuel Cells, Vehicles)
+8.4%
Wind
+6.6%
Battery
+6.4%
EV
+5.8%
Nuclear
+5.7%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
SolarDae Myoung Energy+28.61%
Smart GridKocom+29.90%
Defense & WarKocom+29.90%
Hydrogen (Fuel Cells, Vehicles)EG+19.35%
WindDae Myoung Energy+28.61%
BatteryYounghwa Tech+11.35%
EVAlphachips+10.66%
NuclearKwang Myung Electric+13.01%

On Jan 11, every strong theme closed with all of its stocks higher. Solar led with an average change of 9.92%, with all 10 members up.

Kocom rose 29.9%, leading both Smart Grid and Defense & War. Smart Grid returned after a 181-day gap with an average change of 9.11%.

Dae Myoung Energy jumped 28.61%, topping both Solar and Wind. Battery posted a streak of 4, and Nuclear a streak of 3.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Solarrecurred after 2 days+9.9%10/10Dae Myoung Energy
2Smart Gridrecurred after 181 days+9.1%9/9Kocom
3Defense & War2 days running+9.0%8/8Kocom
4Hydrogen (Fuel Cells, Vehicles)recurred after 7 days+8.4%8/8EG
5Windrecurred after 2 days+6.6%10/10Dae Myoung Energy
6Battery4 days running+6.4%9/9Younghwa Tech
7EVrecurred after 2 days+5.8%10/10Alphachips
8Nuclear3 days running+5.7%9/9Kwang Myung Electric

Theme by Theme

1. Solar (recurred after 2 days)

StockChangeCloseLeader
Dae Myoung Energy 389260+28.6%23,150★
HD Hyundai Energy Solutions 322000+15.0%54,000
Kwang Myung Electric 017040+13.0%2,475
Shinsung E&g 011930+7.4%17,400
S-Energy 095910+6.9%2,835
Hanwha Solutions 009830+6.9%55,014
KC Cottrell 119650+6.5%3,310
Haein 003010+6.1%6,400
Dawonsys 068240+4.6%14,503
Lake Materials 281740+4.2%5,020

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2. Smart Grid (recurred after 181 days)

StockChangeCloseLeader
Kocom 015710+29.9%8,950★
NuriFlex 040160+17.0%5,910
Kwang Myung Electric 017040+13.0%2,475
Omnisystem 057540+5.7%1,588
PNC Technologies 237750+3.4%5,530
Seojeon Electric Machinery 189860+3.3%6,540
Iljin Electric 103590+3.3%5,039
Vitzrocell 082920+3.3%7,141
Korea Electronic Power Industrial Development 130660+3.1%8,930

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3. Defense & War (2 days running)

StockChangeCloseLeader
Kocom 015710+29.9%8,950★
Hanwha Aerospace 012450+8.2%74,972
Ace Technologies 088800+7.6%18,469
Woori Technology, Incorporation 032820+7.6%1,485
Haein 003010+6.1%6,400
Egtronics 377330+4.7%11,100
Fiberpro 368770+3.9%2,410
Korea Aerospace Industries 047810+3.8%46,100

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4. Hydrogen (Fuel Cells, Vehicles) (recurred after 7 days)

StockChangeCloseLeader
EG 037370+19.4%9,250★
Younghwa Tech 265560+11.3%10,500
Pyung Hwa Holdings 010770+7.3%4,100
S-Energy 095910+6.9%2,835
Hanwha Solutions 009830+6.9%55,014
Sang-a Frontec 089980+6.4%30,900
Egtronics 377330+4.7%11,100
HS Hyosung Advanced Materials 298050+4.7%379,000

5. Wind (recurred after 2 days)

StockChangeCloseLeader
Dae Myoung Energy 389260+28.6%23,150★
Woori Technology, Incorporation 032820+7.6%1,485
CS Bearing 297090+6.7%8,280
DMS 068790+4.2%9,948
Unison 018000+3.9%1,448
SeAH Steel Holdings 003030+3.8%150,000
Sejin Heavy Industries 075580+3.6%5,820
Dongkuk Structures & Construction 100130+3.1%4,700
Daechang Solution 096350+2.5%1,620
SeAH Steel 306200+2.3%133,000

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6. Battery (4 days running)

StockChangeCloseLeader
Younghwa Tech 265560+11.3%10,500★
Ecopro 086520+6.8%22,857
Kespion 079190+6.5%4,400
Sang-a Frontec 089980+6.4%30,900
Daesung Hi-Tech 129920+5.8%9,470
SK ie technology 361610+5.5%61,700
W-scope Chungju Plant 393890+5.2%44,500
SFA Nexel 222080+5.1%10,050
Foosung 093370+4.8%11,670

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7. EV (recurred after 2 days)

StockChangeCloseLeader
Younghwa Tech 265560+11.3%10,500
Alphachips 117670+10.7%25,550★
Sang-a Frontec 089980+6.4%30,900
SFA Nexel 222080+5.1%10,050
Egtronics 377330+4.7%11,100
Keyang Electric Machinery 012200+4.6%2,305
Bosung Power Technology 006910+4.3%4,040
Ust 263770+3.9%3,325
Infac 023810+3.8%7,110
Enchem 348370+3.5%58,500

8. Nuclear (3 days running)

StockChangeCloseLeader
Kwang Myung Electric 017040+13.0%2,475★
Woori Technology, Incorporation 032820+7.6%1,485
Bhi 083650+6.5%7,160
Dt&C 187220+5.3%5,220
Bosung Power Technology 006910+4.3%4,040
Enertork 019990+4.2%11,100
Woojin 105840+3.8%9,010
Seojeon Electric Machinery 189860+3.3%6,540
Korea Electronic Power Industrial Development 130660+3.1%8,930

Closing Thoughts

Episodes for Solar and Wind run through 2023-01-12, as does Battery’s. Defense & War’s episode is recorded through 2023-01-13.

Same-day headlines on Battery were mixed, with some flagging supply and policy uncertainty. Hydrogen (Fuel Cells, Vehicles) returned after a 7-day gap, led by EG at 19.35%.