Jul 25: 8 Strong Themes — Power Equipment, Electric Cables
8 strong themes — 4 running · 4 recurred. Top: Power Equipment +13.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Power Equipment | LS | +29.98% | |
| Electric Cables | LS | +29.98% | |
| Battery | Kwangmu | +19.59% | |
| EV | LS ELECTRIC | +25.14% | |
| Metals (Non-Ferrous) | Choil Aluminum | +15.68% | |
| Construction Equipment | HD Hyundai Infracore | +17.71% | - |
| Ukraine Reconstruction | HD Hyundai Infracore | +17.71% | - |
| Music & Recordings | JYP Entertainment | +9.38% |
Power Equipment led the 2023-07-25 session with an average change of 13.42%, and all 9 of its stocks closed higher. Its leader, LS, jumped 29.98%.
Electric Cables came next at an average change of 12.8%, again led by LS. Battery reached a 2-day streak at 11.73%, with Kwangmu up 19.59%.
Construction Equipment and Ukraine Reconstruction both rose for a second day, led by HD Hyundai Infracore at 17.71%. Metals (Non-Ferrous) returned after a 36-day gap.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Power Equipment | recurred after 14 days | +13.4% | 9/9 | LS |
| 2 | Electric Cables | recurred after 14 days | +12.8% | 5/5 | LS |
| 3 | Battery | 2 days running | +11.7% | 10/10 | Kwangmu |
| 4 | EV | 2 days running | +7.4% | 9/9 | LS ELECTRIC |
| 5 | Metals (Non-Ferrous) | recurred after 36 days | +7.3% | 10/10 | Choil Aluminum |
| 6 | Construction Equipment | 2 days running | +6.5% | 10/10 | HD Hyundai Infracore |
| 7 | Ukraine Reconstruction | 2 days running | +5.7% | 10/10 | HD Hyundai Infracore |
| 8 | Music & Recordings | recurred after 40 days | +4.8% | 6/6 | JYP Entertainment |
Theme by Theme
1. Power Equipment (recurred after 14 days)
- Episode: started 2023-07-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS 006260 | +30.0% | 120,100 | ★ |
LS ELECTRIC 010120 | +25.1% | 23,100 | |
Gaon Cable 000500 | +14.7% | 12,432 | |
HD Hyundai Electric 267260 | +12.3% | 80,600 | |
Hyosung Heavy Industries 298040 | +11.9% | 148,800 | |
Iljin Electric 103590 | +7.6% | 11,222 | |
Dawon Cable 006340 | +6.9% | 1,142 | |
Cheryong Industrial 147830 | +6.4% | 4,580 | |
Cheryong Electric 033100 | +5.9% | 21,150 |
Related news
- 에코프로 130만원 돌파…‘2차전지 테마’ 스친 LS도 상한가 — 서울경제 (Korean)
- [급등락주 짚어보기] LS, 2차전지 사업 성장 기대감에 상한가 — 이투데이 (Korean)
- ‘2차전지’ 에코프로·포스코 다음은 LS?…LS·LS네트웍스 상한가 [투자360] — 헤럴드경제 (Korean)
2. Electric Cables (recurred after 14 days)
- Episode: started 2023-07-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS 006260 | +30.0% | 120,100 | ★ |
Gaon Cable 000500 | +14.7% | 12,432 | |
Iljin Electric 103590 | +7.6% | 11,222 | |
Dawon Cable 006340 | +6.9% | 1,142 | |
Taihan Cable & Solution 001440 | +4.8% | 12,154 |
Related news
- [특징주]KT서브마린, LS전선 3.5조 해저케이블 수주 공유… LS 편입 시너지 — 아시아경제 (Korean)
- [특징주]서남, ‘꿈의 초전도 선재’ 경쟁사 대비 최고 10배 생산속도..LS전선과 대량생산 협의 부각↑ — 파이낸셜뉴스 (Korean)
3. Battery (2 days running)
- Episode: started 2023-07-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kwangmu 029480 | +19.6% | 3,480 | ★ |
Choil Aluminum 018470 | +15.7% | 3,910 | |
Korea Zinc 010130 | +14.6% | 538,000 | |
Ecopro BM 247540 | +14.2% | 462,000 | |
Ecopro 086520 | +11.4% | 253,692 | |
Posco Future M 003670 | +10.3% | 579,650 | |
INNOXCorporation 088390 | +9.5% | 42,550 | |
mPlus 259630 | +9.2% | 15,000 | |
TCC Steel 002710 | +7.0% | 73,100 | |
S Connect 096630 | +5.7% | 11,100 |
Related news
- 2차전지 스치기만 해도 주가 폭등 — 한국경제 (Korean)
- 2차전지 강세·외국인 매수세에…코스닥 시가총액 역대 최고치 — 한겨레 (Korean)
4. EV (2 days running)
- Episode: started 2023-07-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LS ELECTRIC 010120 | +25.1% | 23,100 | ★ |
mPlus 259630 | +9.2% | 15,000 | |
A-jin Industry 013310 | +8.1% | 6,802 | |
Almac 354320 | +5.5% | 105,300 | |
SK Innovation 096770 | +4.6% | 202,202 | |
KEC 092220 | +4.2% | 8,985 | |
Infac 023810 | +3.9% | 14,110 | |
Hyundai Wia 011210 | +3.4% | 66,300 | |
Dae-il 092200 | +2.8% | 6,150 |
5. Metals (Non-Ferrous) (recurred after 36 days)
- Episode: started 2023-07-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Choil Aluminum 018470 | +15.7% | 3,910 | ★ |
Korea Zinc 010130 | +14.6% | 538,000 | |
Poongsan Holdings 005810 | +10.0% | 27,933 | |
Leeku Industrial 025820 | +8.8% | 5,320 | |
Almac 354320 | +5.5% | 105,300 | |
Youngpoong 000670 | +5.5% | 56,161 | |
Sama Aluminium 006110 | +3.9% | 135,600 | |
Poongsan 103140 | +3.9% | 41,150 | |
Aluko 001780 | +2.6% | 4,265 | |
DI Dong Il 001530 | +2.5% | 22,357 |
Related news
- [장중수급포착] 조일알미늄, 외국인 45.52만 주 대량 순매수… 주가 +15.83% — 뉴스핌 (Korean)
6. Construction Equipment (2 days running)
- Episode: started 2023-07-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Infracore 042670 | +17.7% | 14,090 | ★ |
HD Construction Equipment 267270 | +10.4% | 92,000 | |
Doosan Bobcat 241560 | +9.3% | 65,600 | |
Jinsung T.e.c 036890 | +6.4% | 16,120 | |
DY Power 210540 | +6.3% | 17,260 | |
FreeMs 053160 | +3.8% | 11,050 | |
Seoyon Topmetal 019770 | +3.5% | 4,265 | |
Daechang Forging 015230 | +3.1% | 7,930 | |
Tera Science 073640 | +2.4% | 6,440 | |
Heungkuk Metaltech 010240 | +2.3% | 6,620 |
Related news
- 美 인프라 투자·2차전지 원자재 개발에 2분기도 호실적 전망…건설기계株 상승 [특징주] — 서울경제 (Korean)
7. Ukraine Reconstruction (2 days running)
- Episode: started 2023-07-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Infracore 042670 | +17.7% | 14,090 | ★ |
HD Construction Equipment 267270 | +10.4% | 92,000 | |
Wellbiotec 010600 | +10.4% | 4,200 | |
DY Power 210540 | +6.3% | 17,260 | |
FreeMs 053160 | +3.8% | 11,050 | |
Seoyon Topmetal 019770 | +3.5% | 4,265 | |
Haein 003010 | +1.6% | 5,550 | |
Daeyang Electric 108380 | +1.3% | 12,890 | |
Hyundai 011760 | +0.9% | 23,000 | |
Hyundai Everdigm 041440 | +0.6% | 7,240 |
8. Music & Recordings (recurred after 40 days)
- Episode: started 2023-07-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
JYP Entertainment 035900 | +9.4% | 141,100 | ★ |
SM Entertainment 041510 | +7.1% | 124,900 | |
YG Entertainment 122870 | +6.2% | 76,900 | |
Hybe 352820 | +3.4% | 271,000 | |
CJ ENM 035760 | +2.1% | 64,500 | |
YG PLUS 037270 | +0.6% | 5,320 |
Related news
- [장중수급포착] JYP Ent., 외국인/기관 동시 순매수… 주가 +8.84% — 뉴스핌 (Korean)
Closing Thoughts
Power Equipment and Electric Cables both came back after 14 days. Whether either runs past a 1-day streak is the next question. Headlines tied the LS move to hopes for growth in its secondary battery business.
Music & Recordings also came back after 40 days, led by JYP Entertainment at 9.38%. Every stock in all eight themes rose, and the next session will show whether that breadth holds.