Jul 6: 4 Strong Themes — Auto Parts, Hydrogen (Fuel Cells, Vehicles)
4 strong themes — 4 recurred. Top: Auto Parts +10.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Auto Parts | Sungwoo Hitech | +26.47% | |
| Hydrogen (Fuel Cells, Vehicles) | Pungguk Ethanol | +21.46% | |
| Internet Majors | Kakao | +4.20% | |
| Car Majors | Hyundai Wia | +1.04% |
On 2023-07-06, four themes stood out, and every listed stock in each one closed higher. Auto Parts led with an average change of 10.17%, with all 8 of its stocks rising.
Sungwoo Hitech led Auto Parts with a 26.47% gain. In Hydrogen (Fuel Cells, Vehicles), Pungguk Ethanol rose 21.46%, while the theme averaged 6.12%.
Internet Majors returned after a 59-day gap, with NAVER up 4.83% and Kakao up 4.2%. Car Majors averaged a milder 0.69%, led by Hyundai Wia at 1.04%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Auto Parts | recurred after 6 days | +10.2% | 8/8 | Sungwoo Hitech |
| 2 | Hydrogen (Fuel Cells, Vehicles) | recurred after 6 days | +6.1% | 7/7 | Pungguk Ethanol |
| 3 | Internet Majors | recurred after 59 days | +4.5% | 2/2 | Kakao |
| 4 | Car Majors | recurred after 6 days | +0.7% | 6/6 | Hyundai Wia |
Theme by Theme
1. Auto Parts (recurred after 6 days)
- Episode: started 2023-07-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sungwoo Hitech 015750 | +26.5% | 13,520 | ★ |
DY Deokyang 024900 | +10.0% | 9,220 | |
Hwaseung R&a 378850 | +9.0% | 4,985 | |
Korea Movenex 010100 | +8.4% | 4,185 | |
Infac 023810 | +7.4% | 12,800 | |
Ecoplastic 038110 | +7.3% | 7,100 | |
Ilji Technology 019540 | +6.7% | 4,840 | |
Pha 043370 | +6.1% | 11,350 |
Related news
- [데이터로 보는 증시]대주전자재료·성우하이텍, 기관·외국인 코스닥 순매수 1위(7월 6일-최종치) — 서울경제 (Korean)
- [장중수급포착] 성우하이텍, 외국인 106.80만 주 대량 순매수… 주가 +23.57% — 뉴스핌 (Korean)
- [리포트 브리핑]성우하이텍, ‘2Q23 Preview: 전기차 시대, 소재 기업으로 변신 중’ 목표가 15,000원 - 삼성증권 — 뉴스핌 (Korean)
2. Hydrogen (Fuel Cells, Vehicles) (recurred after 6 days)
- Episode: started 2023-07-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pungguk Ethanol 023900 | +21.5% | 16,360 | ★ |
Ilji Technology 019540 | +6.7% | 4,840 | |
HD-Hyundai Marine Engine 071970 | +5.1% | 7,890 | |
SY Dong-a 041930 | +2.5% | 9,640 | |
Samwha Electronics 011230 | +2.5% | 7,686 | |
Pyung Hwa Holdings 010770 | +2.3% | 3,980 | |
Pyung Hwa Industrial 090080 | +2.3% | 1,649 |
Related news
- [특징주]풍국주정, 中 반도체 핵심 게르마늄 수출 제한…대체품 아르곤 가스 부각↑ — 아시아경제 (Korean)
- 풍국주정, 중국 갈륨·게르마늄 수출통제 소식에 주가 ‘훨훨’ — 한국경제 (Korean)
3. Internet Majors (recurred after 59 days)
- Episode: started 2023-07-06, day 1
Related news
- [특징주] 네이버·카카오, 코스피 내 각각 1·2위 상승률…네이버 19만원 돌파 — 이투데이 (Korean)
4. Car Majors (recurred after 6 days)
- Episode: started 2023-07-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Wia 011210 | +1.0% | 67,800 | ★ |
Kia 000270 | +1.0% | 89,000 | |
Hanon Systems 018880 | +1.0% | 8,589 | |
Hyundai Motor 005380 | +0.5% | 206,500 | |
Hyundai Mobis 012330 | +0.4% | 233,000 | |
HL Mando 204320 | +0.2% | 53,200 |
Related news
- “나는 드론 잡는다” 국내 최초 ‘하드킬’ 성공…현대위아 ‘강세’ — 머니투데이 (Korean)
- [장중수급포착] 현대위아, 외국인/기관 동시 순매수… 주가 +4.32% — 뉴스핌 (Korean)
Closing Thoughts
All four themes came back after a pause, and each current episode spans just 1 day. The first thing to check is whether Auto Parts extends its streak past 1 day.
Same-day headlines linked Pungguk Ethanol’s move to China’s gallium and germanium export controls. The next thing to follow is how that story develops.