Jul 11: 8 Strong Themes — Nuclear, EV
8 strong themes — 1 running · 7 recurred. Top: Nuclear +12.7%.
Strong themes8
Top change+12.7%
LeaderKorea Electronic Power Industrial Development
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Nuclear | Korea Electronic Power Industrial Development | +29.91% | |
| EV | Samwha Electronics | +30.01% | |
| Power Equipment | Korea Electronic Power Industrial Development | +29.91% | |
| Battery | Kumyang | +21.86% | |
| Semiconductor Equipment | Tfe | +19.44% | |
| Smart Factory | Posco DX Company | +27.36% | |
| Beauty & Cosmetics | Outin Futures | +12.78% | |
| Defense & War | Hanwha Systems | +12.99% |
On 2023-07-11, eight themes ran hot and every listed stock in each theme closed higher. Nuclear led with an average change of 12.72%, with all 10 of its stocks up.
Korea Electronic Power Industrial Development rose 29.91% to lead both Nuclear and Power Equipment. EV averaged 10.44%, led by Samwha Electronics at 30.01%.
Defense & War was the only theme on a 2-day streak, with Hanwha Systems up 12.99%. Posco DX Company jumped 27.36% to lead Smart Factory.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | recurred after 14 days | +12.7% | 10/10 | Korea Electronic Power Industrial Development |
| 2 | EV | recurred after 6 days | +10.4% | 9/9 | Samwha Electronics |
| 3 | Power Equipment | recurred after 11 days | +10.1% | 10/10 | Korea Electronic Power Industrial Development |
| 4 | Battery | recurred after 4 days | +9.8% | 10/10 | Kumyang |
| 5 | Semiconductor Equipment | recurred after 7 days | +9.7% | 10/10 | Tfe |
| 6 | Smart Factory | recurred after 13 days | +9.6% | 9/9 | Posco DX Company |
| 7 | Beauty & Cosmetics | recurred after 14 days | +9.2% | 9/9 | Outin Futures |
| 8 | Defense & War | 2 days running | +8.2% | 9/9 | Hanwha Systems |
Theme by Theme
1. Nuclear (recurred after 14 days)
- Episode: started 2023-07-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Electronic Power Industrial Development 130660 | +29.9% | 9,120 | ★ |
Woojin 105840 | +19.5% | 11,050 | |
Hanshin Machinery 011700 | +14.5% | 5,930 | |
Woori Technology, Incorporation 032820 | +11.7% | 1,581 | |
LS ELECTRIC 010120 | +9.3% | 18,040 | |
Hyosung Heavy Industries 298040 | +9.2% | 134,600 | |
Bosung Power Technology 006910 | +8.9% | 4,025 | |
Seojeon Electric Machinery 189860 | +8.5% | 6,150 | |
Iljin Power 094820 | +8.0% | 14,780 | |
KEPCO Engineering & Construction Company 052690 | +7.9% | 78,000 |
Related news
- 정부 신규 원전 검토 소식에 한전산업 25% 급등…원전株 일제히 강세 — 매일경제 (Korean)
- “원전 증설” 한전산업 상한가 — 매일경제 (Korean)
- [주식마감기사] 리튬 원광 수출 최종 허가에 웰바이오텍 상한가…삼화전자, 한전산업 등 급등 — 금강일보 (Korean)
2. EV (recurred after 6 days)
- Episode: started 2023-07-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Electronics 011230 | +30.0% | 9,289 | ★ |
Samwha Electric 009470 | +16.1% | 23,400 | |
LS ELECTRIC 010120 | +9.3% | 18,040 | |
Bosung Power Technology 006910 | +8.9% | 4,025 | |
Wooshin Systems 017370 | +7.6% | 4,940 | |
Posco Steeleon 058430 | +6.9% | 5,430 | |
Sungmoon Electronics 014910 | +5.9% | 2,075 | |
A-jin Industry 013310 | +4.8% | 7,122 | |
Enchem 348370 | +4.4% | 69,200 |
Related news
- [특징주]삼화전자, 페라이트 소재부품 생산..글로벌 업체 독점 공급↑ — 파이낸셜뉴스 (Korean)
- [fnRASSI]오늘의 상한가, 삼화전자 30.0% ↑ — 파이낸셜뉴스 (Korean)
- [주식마감기사] 리튬 원광 수출 최종 허가에 웰바이오텍 상한가…삼화전자, 한전산업 등 급등 — 금강일보 (Korean)
3. Power Equipment (recurred after 11 days)
- Episode: started 2023-07-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Electronic Power Industrial Development 130660 | +29.9% | 9,120 | ★ |
LS ELECTRIC 010120 | +9.3% | 18,040 | |
Hyosung Heavy Industries 298040 | +9.2% | 134,600 | |
Bosung Power Technology 006910 | +8.9% | 4,025 | |
Seojeon Electric Machinery 189860 | +8.5% | 6,150 | |
Gaon Cable 000500 | +7.4% | 11,556 | |
Kwang Myung Electric 017040 | +7.2% | 2,975 | |
LS 006260 | +7.0% | 94,500 | |
Iljin Electric 103590 | +6.9% | 10,881 | |
Doosan Enerbility 034020 | +6.3% | 18,850 |
Related news
- 정부 신규 원전 검토 소식에 한전산업 25% 급등…원전株 일제히 강세 — 매일경제 (Korean)
- “원전 증설” 한전산업 상한가 — 매일경제 (Korean)
- [주식마감기사] 리튬 원광 수출 최종 허가에 웰바이오텍 상한가…삼화전자, 한전산업 등 급등 — 금강일보 (Korean)
4. Battery (recurred after 4 days)
- Episode: started 2023-07-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang 001570 | +21.9% | 105,900 | ★ |
Philoptics 161580 | +18.2% | 18,800 | |
Cosmochemical 005420 | +8.9% | 56,479 | |
Mi 059090 | +8.3% | 11,090 | |
Innometry 302430 | +8.1% | 16,850 | |
Hannong Chemicals 011500 | +7.0% | 20,750 | |
INNOXCorporation 088390 | +6.7% | 34,200 | |
People & Technology 137400 | +6.5% | 67,500 | |
Isu Specialty Chemical 457190 | +6.1% | 63,000 | |
Hana Technology 299030 | +5.8% | 118,000 |
Related news
- [특징주] 금양, 장중 14% 넘게 급등해 10만원 돌파하나…8거래일 연속 오름세 — 이투데이 (Korean)
- 금양 15%대 급등 …8거래일 연속 상승에 10만원 터치[특징주] — 서울경제 (Korean)
- [특징주] 금양, 테슬라發에 6거래일 연속 급등…5만원→8만원 중반 ‘훌쩍’ — 이투데이 (Korean)
5. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2023-07-11, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Tfe 425420 | +19.4% | 22,000 | ★ |
Systems Technology 039440 | +16.8% | 23,000 | |
PSK Holdings 031980 | +13.8% | 21,500 | |
RS Automation 140670 | +7.9% | 12,107 | |
Laserssel 412350 | +7.9% | 10,424 | |
Zeus 079370 | +6.9% | 12,150 | |
Intekplus 064290 | +6.5% | 33,500 | |
JT 089790 | +6.3% | 10,680 | |
Tes 095610 | +6.2% | 20,400 | |
SFA Semicon 036540 | +5.6% | 5,290 |
Related news
- [장중수급포착] 티에프이, 외국인 48,565주 대량 순매수… 주가 +12.65% — 뉴스핌 (Korean)
6. Smart Factory (recurred after 13 days)
- Episode: started 2023-07-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco DX Company 022100 | +27.4% | 20,250 | ★ |
Hanshin Machinery 011700 | +14.5% | 5,930 | |
Ajinextek 059120 | +10.0% | 4,962 | |
LS ELECTRIC 010120 | +9.3% | 18,040 | |
RS Automation 140670 | +7.9% | 12,107 | |
Kornic Automation 391710 | +5.0% | 3,750 | |
MX On 347890 | +5.0% | 8,780 | |
MDS Tech 086960 | +3.8% | 5,767 | |
ISAAC Engineering 351330 | +3.4% | 10,050 |
7. Beauty & Cosmetics (recurred after 14 days)
- Episode: started 2023-07-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Bonne 226340 | +25.8% | 9,085 | |
CSA Cosmic 083660 | +14.8% | 1,943 | |
Outin Futures 227610 | +12.8% | 8,120 | ★ |
Cosnine 082660 | +6.4% | 980 | |
Aekyung Industrial 018250 | +5.5% | 26,650 | |
Kodi 080530 | +4.6% | 7,140 | |
Yonwoo 115960 | +4.4% | 14,850 | |
Silicon 2 257720 | +4.3% | 7,680 | |
CQV 101240 | +4.3% | 6,670 |
Related news
- [특징주] 아우딘퓨쳐스, 수익 개선 기대감에 ‘상한가’ — 뉴스핌 (Korean)
- [특징주] 화장품 회사 아우딘퓨쳐스, 이차전지 신사업 진출에 주가 20%대 강세 — 아주경제 (Korean)
- [ET라씨로] 2차전지 신사업 진출한 ‘아우딘퓨쳐스’ 주가 上 — 전자신문 (Korean)
8. Defense & War (2 days running)
- Episode: started 2023-07-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Systems 272210 | +13.0% | 17,220 | ★ |
Woori Technology, Incorporation 032820 | +11.7% | 1,581 | |
STX 011810 | +10.6% | 15,342 | |
Samyung ENC 065570 | +9.6% | 6,380 | |
Hanwha Aerospace 012450 | +7.1% | 143,834 | |
Hanwha Ocean 042660 | +6.8% | 39,889 | |
Duksanhimetal 077360 | +5.8% | 9,540 | |
Ace Technologies 088800 | +4.9% | 8,264 | |
Kisan Telecom 035460 | +3.9% | 3,560 |
Related news
- [유레카 특징주] 한화시스템, 공급 계약 소식에 52주 신고가 경신 — 한국경제 (Korean)
- [특징주] 한화시스템, 방사청과 단일 계약에 13%대 급등…최근매출액 18% — 이투데이 (Korean)
- 겹호재 한화시스템 주가 10%대 급등…52주 신고가 — 머니투데이 (Korean)
Closing Thoughts
Semiconductor Equipment averaged 9.72% under Tfe, and its episode runs through 2023-07-17. The Beauty & Cosmetics episode ends 2023-07-12, with Outin Futures as its leader.
Battery averaged 9.75%, with Kumyang up 21.86% to close at 105900. Most themes returned after a gap, so the next question is whether these one-day moves turn into streaks.