Apr 29: 8 Strong Themes — Electric Cables, Power Equipment
8 strong themes — 4 running · 4 recurred. Top: Electric Cables +11.6%.
Strong themes8
Top change+11.6%
LeaderLS Eco Energy
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 |
|---|---|---|---|
| Electric Cables | LS Eco Energy | +29.90% | |
| Power Equipment | LS Eco Energy | +29.90% | |
| Semiconductor Materials & Components | Ycchem | +29.88% | |
| Glass Substrates | Ycchem | +29.88% | |
| Autonomous Driving | CHEMTRONICSCo | +10.98% | |
| Auto Parts | HL Mando | +17.64% | |
| Petrochemicals | Hanwha Solutions | +13.61% | |
| HBM (High Bandwidth Memory) | Ycchem | +29.88% |
Power names led the 2024-04-29 session. Electric Cables topped the list with an average change of 11.62%, and all 5 of its stocks rose. Power Equipment followed at 11.5%.
LS Eco Energy led both themes with a 29.9% gain. News headlines that day tied the cable rally to rising copper prices.
Chip names also rose sharply. Semiconductor Materials & Components posted an average change of 10.23% on a streak of 4, led by Ycchem at 29.88%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Electric Cables | 2 days running | +11.6% | 5/5 | LS Eco Energy |
| 2 | Power Equipment | 2 days running | +11.5% | 10/10 | LS Eco Energy |
| 3 | Semiconductor Materials & Components | 4 days running | +10.2% | 10/10 | Ycchem |
| 4 | Glass Substrates | recurred after 18 days | +9.2% | 10/10 | Ycchem |
| 5 | Autonomous Driving | 2 days running | +7.6% | 8/8 | CHEMTRONICSCo |
| 6 | Auto Parts | recurred after 39 days | +7.3% | 9/9 | HL Mando |
| 7 | Petrochemicals | recurred after 11 days | +7.2% | 9/9 | Hanwha Solutions |
| 8 | HBM (High Bandwidth Memory) | recurred after 4 days | +7.1% | 10/10 | Ycchem |
Theme by Theme
1. Electric Cables (2 days running)
- Episode: started 2024-04-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Eco Energy 229640 | +29.9% | 27,150 | ★ |
Dawon Cable 006340 | +12.1% | 3,195 | |
LS 006260 | +8.2% | 138,300 | |
Gaon Cable 000500 | +4.9% | 49,400 | |
Taihan Cable & Solution 001440 | +3.0% | 14,210 |
Related news
- 구리값 치솟자 전선株도 훨훨 난다…LS에코에너지 상한가 — 메트로경제 (Korean)
- [주식 초고수는 지금] 전력망 호황·구리 가격↑ ‘겹호재’ 대한전선 순매수 1위 — 서울경제 (Korean)
- 전선주, 구리가격 상승에 일제히 급등…대원전선 13%↑ — 한국경제 (Korean)
2. Power Equipment (2 days running)
- Episode: started 2024-04-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Eco Energy 229640 | +29.9% | 27,150 | ★ |
Cheryong Industrial 147830 | +26.1% | 6,420 | |
Dawon Cable 006340 | +12.1% | 3,195 | |
LS 006260 | +8.2% | 138,300 | |
Bosung Power Technology 006910 | +7.4% | 3,255 | |
Seojeon Electric Machinery 189860 | +7.3% | 5,170 | |
Hyosung Heavy Industries 298040 | +7.2% | 312,000 | |
SemyungElectricMachinery 017510 | +6.1% | 4,605 | |
LS ELECTRIC 010120 | +5.7% | 173,300 | |
Gaon Cable 000500 | +4.9% | 49,400 |
3. Semiconductor Materials & Components (4 days running)
- Episode: started 2024-04-24, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Ycchem 112290 | +29.9% | 31,300 | ★ |
Micro2nano 424980 | +20.3% | 21,300 | |
Ram Technology 171010 | +12.4% | 6,050 | |
Protec Mems Technology 147760 | +7.7% | 6,430 | |
Lake Materials 281740 | +7.6% | 23,250 | |
FNS Tech 083500 | +5.1% | 11,750 | |
Soulbrain 357780 | +5.0% | 312,000 | |
Chunbo 278280 | +5.0% | 76,300 | |
INNOX Advanced Materials 272290 | +4.8% | 31,700 | |
Duksan Techopia 317330 | +4.4% | 40,400 |
Related news
- [특징주]와이씨켐, EUV PR용 린스 양산 기대…독일 독점시장 국산화 — 아시아경제 (Korean)
- [장중수급포착] 와이씨켐, 외국인 38,000주 대량 순매수… 주가 +29.25% — 뉴스핌 (Korean)
4. Glass Substrates (recurred after 18 days)
- Episode: started 2024-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ycchem 112290 | +29.9% | 31,300 | ★ |
Philoptics 161580 | +18.4% | 31,850 | |
CHEMTRONICSCo 089010 | +11.0% | 28,800 | |
HB Technology 078150 | +8.7% | 3,670 | |
JNTC 204270 | +5.2% | 21,100 | |
FNS Tech 083500 | +5.1% | 11,750 | |
SKC 011790 | +4.8% | 110,700 | |
GigaVis 420770 | +3.8% | 64,900 | |
Samsung Electro-mechanics 009150 | +3.5% | 151,300 | |
meerecompanyIncorporated 049950 | +1.8% | 30,400 |
Related news
- [특징주]와이씨켐, EUV PR용 린스 양산 기대…독일 독점시장 국산화 — 아시아경제 (Korean)
- [장중수급포착] 와이씨켐, 외국인 38,000주 대량 순매수… 주가 +29.25% — 뉴스핌 (Korean)
5. Autonomous Driving (2 days running)
- Episode: started 2024-04-26, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
HL Mando 204320 | +17.6% | 38,350 | |
CHEMTRONICSCo 089010 | +11.0% | 28,800 | ★ |
Ranix 317120 | +7.0% | 4,970 | |
Furonteer 370090 | +6.9% | 24,150 | |
Hyundai Autoever 307950 | +5.0% | 161,400 | |
Smart Radar System 424960 | +4.6% | 13,300 | |
Motrex 118990 | +4.5% | 13,960 | |
Mcnex 097520 | +4.3% | 24,450 |
Related news
- 켐트로닉스, 삼성전기와 ‘유리기판 공급망 구축’ 소식에 급등 — 한국경제 (Korean)
- “삼성전기-켐트로닉스 유리기판 공조”…유리기판 관련주 강세 — 뉴스핌 (Korean)
- [매매의 기술] 2026년 양산위해… 삼성전기-켐트로닉스, 유리기판 동맹 ‘제이앤티씨’ VS 조선업 슈퍼사이클 기대 ‘HD현대중공업’ — 머니투데이 (Korean)
6. Auto Parts (recurred after 39 days)
- Episode: started 2024-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HL Mando 204320 | +17.6% | 38,350 | ★ |
HS Hyosung Advanced Materials 298050 | +10.4% | 372,000 | |
SL 005850 | +7.2% | 34,150 | |
Korea Movenex 010100 | +6.4% | 5,140 | |
Hanon Systems 018880 | +5.3% | 5,530 | |
Seojin Automotive 122690 | +5.3% | 3,365 | |
Motrex 118990 | +4.5% | 13,960 | |
Neooto 212560 | +4.4% | 10,370 | |
GH Advanced Materials 130500 | +4.3% | 3,120 |
7. Petrochemicals (recurred after 11 days)
- Episode: started 2024-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Solutions 009830 | +13.6% | 26,300 | ★ |
Korea Petro Chemical Ind 006650 | +11.2% | 138,600 | |
Lotte Chemical 011170 | +7.7% | 107,700 | |
Hyosung Chemical 298000 | +6.5% | 60,400 | |
LG Chem 051910 | +5.9% | 395,500 | |
SK Innovation 096770 | +5.6% | 112,700 | |
Kolon Industries 120110 | +5.2% | 40,100 | |
SKC 011790 | +4.8% | 110,700 | |
SK Chemicals 285130 | +4.5% | 60,400 |
Related news
- [글로벌 전략가들_바이오X에너지 메가트렌드] 韓·美 석유화학 기업 호실적 발표…투자 전략은? — 머니투데이 (Korean)
8. HBM (High Bandwidth Memory) (recurred after 4 days)
- Episode: started 2024-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ycchem 112290 | +29.9% | 31,300 | ★ |
Laserssel 412350 | +9.1% | 9,720 | |
Di 003160 | +8.5% | 21,050 | |
Auros Technology 322310 | +6.0% | 29,350 | |
Yest 122640 | +5.2% | 22,100 | |
Zeus 079370 | +3.9% | 17,180 | |
Winpac 097800 | +3.9% | 1,226 | |
EO Technics 039030 | +1.9% | 244,000 | |
Imt 451220 | +1.6% | 20,000 | |
Mirai Semiconductors 254490 | +1.1% | 18,560 |
Related news
- 예스티, HBM 장비 실적 반영 “1Q 영업익 1090%↑” — 파이낸셜뉴스 (Korean)
- [특징주]마이크로투나노, SK하닉 HBM용 프로브카드 납품 승인..양산 라인 적용 임박 소식에↑ — 파이낸셜뉴스 (Korean)
Closing Thoughts
Several themes came back after a break. Glass Substrates returned after 18 days with an average of 9.23%, and Auto Parts returned after 39 days at 7.29%.
The next question is whether the cable and power runs last beyond their 2-day streak. HBM (High Bandwidth Memory) also came back after a 4-day gap, averaging 7.11%.