Apr 5: 7 Strong Themes — Power Equipment, Electric Cables
7 strong themes — 2 running · 5 recurred. Top: Power Equipment +11.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Power Equipment | Dawon Cable | +29.88% | |
| Electric Cables | Dawon Cable | +29.88% | |
| Glass Substrates | HB Technology | +15.99% | |
| LPG (Liquefied Petroleum Gas) | Joong Ang Enervis | +29.81% | |
| Oil Refining | GS Holdings | +5.43% | |
| Shale Gas | SH Energy & Chemical | +4.61% | |
| Natural Gas Utilities | Daesung Energy | +2.41% |
Power Equipment led the Apr 5 session with an average change of 11.01%, and all 9 of its stocks rose. Electric Cables followed at 10.36%, with both themes on a 2-day streak.
Dawon Cable led both themes with a 29.88% gain, and a headline tied cable strength to rising copper prices. Glass Substrates returned at 7.79%, led by HB Technology at 15.99%.
Energy names also moved together. LPG (Liquefied Petroleum Gas) posted an average change of 6.6% as Joong Ang Enervis jumped 29.81%, while Oil Refining gained 5.1% amid Middle East headlines.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Power Equipment | 2 days running | +11.0% | 9/9 | Dawon Cable |
| 2 | Electric Cables | 2 days running | +10.4% | 6/6 | Dawon Cable |
| 3 | Glass Substrates | recurred after 2 days | +7.8% | 5/5 | HB Technology |
| 4 | LPG (Liquefied Petroleum Gas) | recurred after 2 days | +6.6% | 8/8 | Joong Ang Enervis |
| 5 | Oil Refining | recurred after 3 days | +5.1% | 2/2 | GS Holdings |
| 6 | Shale Gas | recurred after 170 days | +1.7% | 6/6 | SH Energy & Chemical |
| 7 | Natural Gas Utilities | recurred after 67 days | +1.6% | 4/4 | Daesung Energy |
Theme by Theme
1. Power Equipment (2 days running)
- Episode: started 2024-04-04, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Cable 006340 | +29.9% | 2,095 | ★ |
SemyungElectricMachinery 017510 | +24.1% | 3,710 | |
Taihan Cable & Solution 001440 | +12.0% | 12,790 | |
LS ELECTRIC 010120 | +11.9% | 118,600 | |
Gaon Cable 000500 | +7.2% | 31,800 | |
Seojeon Electric Machinery 189860 | +4.0% | 4,530 | |
LS 006260 | +4.0% | 114,000 | |
Cheryong Industrial 147830 | +3.8% | 4,235 | |
Bosung Power Technology 006910 | +2.2% | 3,260 |
Related news
- [급등락주 짚어보기] 대원전선, 구리 가격 상승세 따른 전선 관련주 강세에 상한가 — 이투데이 (Korean)
2. Electric Cables (2 days running)
- Episode: started 2024-04-04, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Cable 006340 | +29.9% | 2,095 | ★ |
Taihan Cable & Solution 001440 | +12.0% | 12,790 | |
KBI Metal 024840 | +7.7% | 1,535 | |
Gaon Cable 000500 | +7.2% | 31,800 | |
LS 006260 | +4.0% | 114,000 | |
LS Eco Energy 229640 | +1.3% | 18,810 |
Related news
- [급등락주 짚어보기] 대원전선, 구리 가격 상승세 따른 전선 관련주 강세에 상한가 — 이투데이 (Korean)
- [장중수급포착] 가온전선, 외국인 19,444주 대량 순매수… 주가 +6.60% — 뉴스핌 (Korean)
3. Glass Substrates (recurred after 2 days)
- Episode: started 2024-04-05, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HB Technology 078150 | +16.0% | 3,735 | ★ |
Philoptics 161580 | +10.1% | 32,850 | |
SKC 011790 | +5.7% | 138,100 | |
Ycchem 112290 | +4.9% | 30,850 | |
Samsung Electro-mechanics 009150 | +2.2% | 158,900 |
Related news
- [한경유레카 특징주] HB테크놀러지, 올해를 주목한 2가지 이유 — 한국경제 (Korean)
4. LPG (Liquefied Petroleum Gas) (recurred after 2 days)
- Episode: started 2024-04-05, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Joong Ang Enervis 000440 | +29.8% | 23,600 | ★ |
HeunguOil 024060 | +6.2% | 14,710 | |
GS Holdings 078930 | +5.4% | 50,500 | |
S-Oil 010950 | +4.8% | 83,500 | |
Kukdong Oil & Chemicals 014530 | +2.7% | 3,975 | |
E1 017940 | +1.7% | 67,000 | |
SK Gas 018670 | +1.2% | 155,700 | |
Daesung Industrial 128820 | +1.0% | 3,875 |
5. Oil Refining (recurred after 3 days)
- Episode: started 2024-04-05, day 4
Related news
- 유가 강세 힘입어…정유사 1분기 실적 전망 ‘맑음’ — 아시아경제 (Korean)
- 중동 지정학 리스크에…해운·정유주도 ‘들썩’ — 서울경제 (Korean)
- 중동 포성에 국제유가 발작…국내 정유주도 불 붙었다 — 머니투데이 (Korean)
6. Shale Gas (recurred after 170 days)
- Episode: started 2024-04-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SH Energy & Chemical 002360 | +4.6% | 658 | ★ |
E1 017940 | +1.7% | 67,000 | |
SK Gas 018670 | +1.2% | 155,700 | |
Bhi 083650 | +1.1% | 9,170 | |
Doosan Enerbility 034020 | +1.0% | 16,980 | |
KoreaGas 036460 | +0.4% | 26,400 |
7. Natural Gas Utilities (recurred after 67 days)
- Episode: started 2024-04-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gse 053050 | +3.1% | 3,630 | |
Daesung Energy 117580 | +2.4% | 9,350 | ★ |
Kyungdong City Gas 267290 | +0.4% | 19,570 | |
KoreaGas 036460 | +0.4% | 26,400 |
Closing Thoughts
The next question is whether the 2-day streak in Power Equipment and Electric Cables continues. Dawon Cable sits at the center of both themes.
Shale Gas and Natural Gas Utilities reappeared after gaps of 170 and 67 days, but with smaller averages of 1.66% and 1.58%. The other thread is whether oil-linked names keep moving with Middle East news.