Apr 8: 8 Strong Themes — Glass Substrates, Defense & War

April 8, 2024 · #Glass Substrates #Defense & War #Autonomous Driving #Electric Cables #Power Equipment #LPG (Liquefied Petroleum Gas) #Car Majors #Banks

8 strong themes — 4 running · 4 recurred. Top: Glass Substrates +9.3%.

Strong themes8 Top change+9.3% LeaderFNS Tech

Average change by strong theme

Average change of member stocks, by theme · descending
Glass Substrates
+9.3%
Defense & War
+5.5%
Autonomous Driving
+5.2%
Electric Cables
+4.9%
Power Equipment
+4.7%
LPG (Liquefied Petroleum Gas)
+1.9%
Car Majors
+1.5%
Banks
+1.3%

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
Glass SubstratesFNS Tech+14.61%
Defense & WarSpeco+14.94%
Autonomous DrivingMobile Appliance+16.33%
Electric CablesDawon Cable+7.16%
Power EquipmentDawon Cable+7.16%
LPG (Liquefied Petroleum Gas)HeunguOil+6.59%
Car MajorsKia+3.33%
BanksJeju Bank+1.95%

Glass Substrates led the Apr 8 session with an average change of 9.35%, and all 6 of its stocks rose. JNTC jumped 29.82%, while leader FNS Tech gained 14.61%.

Defense & War returned after a gap of 14 days, with all 10 stocks up and an average change of 5.5%. Speco led the group at 14.94%.

Autonomous Driving also came back, averaging 5.15%, led by Mobile Appliance at 16.33%. Power-related names were firm too: Electric Cables averaged 4.92% and Power Equipment 4.65%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Glass Substrates2 days running+9.3%6/6FNS Tech
2Defense & Warrecurred after 14 days+5.5%10/10Speco
3Autonomous Drivingrecurred after 12 days+5.2%10/10Mobile Appliance
4Electric Cables3 days running+4.9%4/4Dawon Cable
5Power Equipment3 days running+4.7%9/9Dawon Cable
6LPG (Liquefied Petroleum Gas)2 days running+1.9%5/5HeunguOil
7Car Majorsrecurred after 18 days+1.5%6/6Kia
8Banksrecurred after 4 days+1.3%9/9Jeju Bank

Theme by Theme

1. Glass Substrates (2 days running)

StockChangeCloseLeader
JNTC 204270+29.8%22,200
FNS Tech 083500+14.6%15,220★
SKC 011790+5.2%145,300
CHEMTRONICSCo 089010+4.0%27,200
GigaVis 420770+2.3%77,000
Philoptics 161580+0.1%32,900

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2. Defense & War (recurred after 14 days)

StockChangeCloseLeader
Speco 013810+14.9%4,500★
Samyung ENC 065570+12.3%3,145
Hanwha 000880+5.2%29,450
Huneed Technologies 005870+4.9%7,500
Victek 065450+4.8%5,100
Kia 000270+3.3%108,500
HanilForgingIndustrial 024740+2.7%2,435
Firstec 010820+2.5%3,420
Formetal 119500+2.3%3,780
COTS Technology 448710+1.9%24,500

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3. Autonomous Driving (recurred after 12 days)

StockChangeCloseLeader
Mobile Appliance 087260+16.3%2,565★
Hyundai Autoever 307950+6.2%154,000
Smart Radar System 424960+4.8%11,680
Ranix 317120+4.5%3,860
CHEMTRONICSCo 089010+4.0%27,200
LG Innotek 011070+3.9%205,000
Kia 000270+3.3%108,500
Hyundai Motor 005380+3.1%232,500
Furonteer 370090+2.9%22,950
Dhautoware 025440+2.5%2,480

4. Electric Cables (3 days running)

StockChangeCloseLeader
Gaon Cable 000500+7.5%34,200
Dawon Cable 006340+7.2%2,245★
KBI Metal 024840+2.5%1,574
Taihan Cable & Solution 001440+2.4%13,100

5. Power Equipment (3 days running)

StockChangeCloseLeader
Gaon Cable 000500+7.5%34,200
Dawon Cable 006340+7.2%2,245★
Kwang Myung Electric 017040+6.5%2,715
SemyungElectricMachinery 017510+5.0%3,895
LS ELECTRIC 010120+4.0%123,400
HD Hyundai Electric 267260+3.4%201,000
Korea Electric Power 015760+3.0%22,250
PNC Technologies 237750+2.8%5,800
Taihan Cable & Solution 001440+2.4%13,100

6. LPG (Liquefied Petroleum Gas) (2 days running)

StockChangeCloseLeader
HeunguOil 024060+6.6%15,680★
Kukdong Oil & Chemicals 014530+1.1%4,020
GS Holdings 078930+0.6%50,800
SK Innovation 096770+0.6%118,800
Daesung Industrial 128820+0.4%3,890

7. Car Majors (recurred after 18 days)

StockChangeCloseLeader
Kia 000270+3.3%108,500★
Hyundai Motor 005380+3.1%232,500
Hanon Systems 018880+2.1%5,790
HL Mando 204320+0.3%33,400
Hyundai Mobis 012330+0.2%243,000
Hyundai Wia 011210+0.2%56,200

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8. Banks (recurred after 4 days)

StockChangeCloseLeader
Hana Financial Group 086790+2.4%59,200
JB Financial Group 175330+2.0%12,500
Jeju Bank 006220+1.9%12,540★
KakaoBank 323410+1.2%25,750
BNK Financial Group 138930+1.2%7,800
Industrial Bank Of Korea 024110+1.1%13,460
Woori Financial Group 316140+0.7%14,030
Shinhan Financial Group 055550+0.7%44,400
KB Financial Group 105560+0.3%69,300

Closing Thoughts

Electric Cables and Power Equipment both have a streak of 3, each led by Dawon Cable on volume of 122661923 shares. Glass Substrates now has a streak of 2.

Four themes returned after gaps, including Car Majors at 1.54% and Banks at 1.29%. The next sessions will show whether any of them lasts beyond a single day.