Jan 11: 8 Strong Themes — Solar, Smart Grid
8 strong themes — 3 running · 5 recurred. Top: Solar +9.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Solar | Dae Myoung Energy | +28.61% | |
| Smart Grid | Kocom | +29.90% | |
| Defense & War | Kocom | +29.90% | |
| Hydrogen (Fuel Cells, Vehicles) | EG | +19.35% | |
| Wind | Dae Myoung Energy | +28.61% | |
| Battery | Younghwa Tech | +11.35% | |
| EV | Alphachips | +10.66% | |
| Nuclear | Kwang 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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 2 days | +9.9% | 10/10 | Dae Myoung Energy |
| 2 | Smart Grid | recurred after 181 days | +9.1% | 9/9 | Kocom |
| 3 | Defense & War | 2 days running | +9.0% | 8/8 | Kocom |
| 4 | Hydrogen (Fuel Cells, Vehicles) | recurred after 7 days | +8.4% | 8/8 | EG |
| 5 | Wind | recurred after 2 days | +6.6% | 10/10 | Dae Myoung Energy |
| 6 | Battery | 4 days running | +6.4% | 9/9 | Younghwa Tech |
| 7 | EV | recurred after 2 days | +5.8% | 10/10 | Alphachips |
| 8 | Nuclear | 3 days running | +5.7% | 9/9 | Kwang Myung Electric |
Theme by Theme
1. Solar (recurred after 2 days)
- Episode: started 2023-01-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-01-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-01-10, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-01-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-01-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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 |
Related news
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- [특징주] 대명에너지, GM·포드·구글 ‘가상발전소’ 협업…VPP 연구조직 운영 부각 — 이투데이 (Korean)
6. Battery (4 days running)
- Episode: started 2023-01-06, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-01-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-01-09, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
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%.