Mar 31: 8 Strong Themes — Nuclear, Auto Parts

March 31, 2023 · #Nuclear #Auto Parts #Solar #Wind #Shipbuilding Equipment #Space & Aerospace #Car Majors #Shipbuilding

8 strong themes — 1 running · 7 recurred. Top: Nuclear +8.5%.

Strong themes8 Top change+8.5% LeaderG2Power

Average change by strong theme

Average change of member stocks, by theme · descending
Nuclear
+8.5%
Auto Parts
+4.5%
Solar
+4.5%
Wind
+3.2%
Shipbuilding Equipment
+2.4%
Space & Aerospace
+2.4%
Car Majors
+1.4%
Shipbuilding
+0.5%

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
NuclearG2Power+26.40%
Auto PartsDY Deokyang+5.71%
SolarG2Power+26.40%
WindPOSCO Holdings+8.39%
Shipbuilding EquipmentMedicox+6.56%
Space & AerospaceIntellian Technologies+1.74%
Car MajorsKia+2.02%
ShipbuildingHD Korea Shipbuilding & Offshore Engineering+0.91%

Nuclear led the 2023-03-31 session with an average change of 8.47%, and all 10 of its stocks closed higher. Auto Parts followed at 4.53%, with Solar close behind at 4.46%.

G2Power stood out, jumping 26.4% on volume of 49660118 shares. It led both Nuclear and Solar, while Iljin Power added 14.31%.

Every stock rose in seven of the eight themes. Shipbuilding was the exception, with Hyundai Industrial at -0.97%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Nuclearrecurred after 16 days+8.5%10/10G2Power
2Auto Partsrecurred after 29 days+4.5%10/10DY Deokyang
3Solarrecurred after 2 days+4.5%10/10G2Power
4Windrecurred after 2 days+3.2%10/10POSCO Holdings
5Shipbuilding Equipmentrecurred after 3 days+2.4%9/9Medicox
6Space & Aerospace2 days running+2.4%9/9Intellian Technologies
7Car Majorsrecurred after 16 days+1.4%5/5Kia
8Shipbuildingrecurred after 3 days+0.5%3/4HD Korea Shipbuilding & Offshore Engineering

Theme by Theme

1. Nuclear (recurred after 16 days)

StockChangeCloseLeader
G2Power 388050+26.4%11,970★
Iljin Power 094820+14.3%15,020
Bhi 083650+11.6%7,720
Woojin 105840+6.2%9,790
Bosung Power Technology 006910+5.8%4,120
HRS 036640+4.3%6,350
Orbitech 046120+4.2%4,420
Seojeon Electric Machinery 189860+4.2%6,680
Doosan Enerbility 034020+4.0%17,000
Enertork 019990+3.8%9,890

2. Auto Parts (recurred after 29 days)

StockChangeCloseLeader
Seojin Automotive 122690+8.1%3,990
DY Deokyang 024900+5.7%3,890★
Daeho Al 069460+4.9%8,260
YM 007530+4.8%3,515
iWIN 090150+4.7%1,890
Sewon 024830+3.9%7,690
Pungkang 093380+3.8%4,130
Sewon Precision Industry 021820+3.3%7,200
Seoyon E-hwa 200880+3.1%13,670
Samsung Climate Control 006660+3.0%11,850

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3. Solar (recurred after 2 days)

StockChangeCloseLeader
G2Power 388050+26.4%11,970★
DaejooElectronicMaterials 078600+4.1%101,900
Shinsung E&g 011930+4.0%18,330
Hanwha Solutions 009830+3.5%50,652
Soosan Industries 126720+1.8%22,500
Hanwha 000880+1.2%26,250
UniTest 086390+1.1%14,080
OCI Company 456040+1.0%102,300
Advanced Nano Products 121600+0.9%145,400
Dae Myoung Energy 389260+0.7%27,450

4. Wind (recurred after 2 days)

StockChangeCloseLeader
POSCO Holdings 005490+8.4%368,000★
Doosan Enerbility 034020+4.0%17,000
Daechang Solution 096350+3.9%1,470
Dongkuk Structures & Construction 100130+3.3%4,800
KEPCO Engineering & Construction Company 052690+3.0%75,000
Woori Technology, Incorporation 032820+2.8%1,465
Hyosung 004800+2.0%52,074
Taewoong 044490+1.9%12,340
LS 006260+1.4%79,600
SeAH Steel Holdings 003030+1.2%144,800

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5. Shipbuilding Equipment (recurred after 3 days)

StockChangeCloseLeader
Medicox 054180+6.6%22,425★
Daechang Solution 096350+3.9%1,470
Jokwang I.L.I 044060+2.5%1,065
Taewoong 044490+1.9%12,340
KSP 073010+1.6%1,741
Inhwa Precision 101930+1.4%1,996
T. K 023160+1.4%16,920
S&W 103230+1.4%3,750
Finebesteel 133820+1.1%1,819

6. Space & Aerospace (2 days running)

StockChangeCloseLeader
Hanwha Systems 272210+4.8%13,860
Kencoa Aerospace 274090+3.3%17,970
SuNAM 294630+2.8%2,550
Hanwha Aerospace 012450+2.7%101,050
Hanyang Eng 045100+2.1%15,620
Taewoong 044490+1.9%12,340
Intellian Technologies 189300+1.7%90,613★
Korea Aerospace Industries 047810+1.2%47,400
Hanwha 000880+1.2%26,250

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7. Car Majors (recurred after 16 days)

StockChangeCloseLeader
Kia 000270+2.0%81,000★
Hyundai Motor 005380+1.8%184,500
Hanon Systems 018880+1.5%8,161
Hyundai Mobis 012330+1.4%216,000
Hyundai Wia 011210+0.2%56,000

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8. Shipbuilding (recurred after 3 days)

StockChangeCloseLeader
Samsung Heavy Industries 010140+1.6%5,170
HD Korea Shipbuilding & Offshore Engineering 009540+0.9%77,500★
HJ Shipbuilding & Construction 097230+0.4%3,640
Hyundai Industrial 170030-1.0%7,180

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Closing Thoughts

Almost every theme came back after a gap and lasted only one day, so the open question is whether any of them carries into the next session. Space & Aerospace is the only theme already on a streak of 2.

News may stay a factor. Fitch raised its outlook on Hyundai Motor and Kia, and POSCO Holdings gained 8.39% as headlines cited IRA expectations.