May 23: 8 Strong Themes — Solar, Hydrogen (Fuel Cells, Vehicles)
8 strong themes — 4 running · 4 recurred. Top: Solar +12.0%.
Strong themes8
Top change+12.0%
LeaderHD Hyundai Energy Solutions
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 |
|---|---|---|---|
| Solar | HD Hyundai Energy Solutions | +29.98% | |
| Hydrogen (Fuel Cells, Vehicles) | Bumhan Fuel Cell | +25.24% | |
| Wind | Dae Myoung Energy | +24.72% | |
| Solid Oxide Fuel Cells (SOFC) | Bumhan Fuel Cell | +25.24% | |
| Semiconductor Equipment | Justem | +10.41% | |
| Music & Entertainment | SM Culture & Contents | +4.98% | |
| Music & Recordings | SM Entertainment | +11.27% | |
| Nuclear | Woori Technology, Incorporation | +8.70% |
Renewable energy led the May 23 session, with Solar posting an average change of 11.99%. All 10 of its stocks closed higher, extending the theme to a 2-day streak.
HD Hyundai Energy Solutions led solar with a 29.98% gain. Dae Myoung Energy rose 24.72% and led Wind, which returned after a 7-day gap with an average change of 9.57%.
Hydrogen names followed, with Bumhan Fuel Cell up 25.24%. It led both Hydrogen (Fuel Cells, Vehicles), averaging 11.04%, and Solid Oxide Fuel Cells (SOFC), averaging 9.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | 2 days running | +12.0% | 10/10 | HD Hyundai Energy Solutions |
| 2 | Hydrogen (Fuel Cells, Vehicles) | 2 days running | +11.0% | 8/8 | Bumhan Fuel Cell |
| 3 | Wind | recurred after 7 days | +9.6% | 10/10 | Dae Myoung Energy |
| 4 | Solid Oxide Fuel Cells (SOFC) | 2 days running | +9.0% | 8/8 | Bumhan Fuel Cell |
| 5 | Semiconductor Equipment | recurred after 2 days | +6.2% | 10/10 | Justem |
| 6 | Music & Entertainment | recurred after 35 days | +5.8% | 10/10 | SM Culture & Contents |
| 7 | Music & Recordings | recurred after 35 days | +5.1% | 7/7 | SM Entertainment |
| 8 | Nuclear | 2 days running | +4.8% | 9/9 | Woori Technology, Incorporation |
Theme by Theme
1. Solar (2 days running)
- Episode: started 2024-05-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Energy Solutions 322000 | +30.0% | 31,650 | ★ |
Dae Myoung Energy 389260 | +24.7% | 19,980 | |
KC Cottrell 119650 | +14.8% | 1,241 | |
Hanwha Solutions 009830 | +12.0% | 32,250 | |
Kumyang Green Power 282720 | +9.1% | 17,350 | |
S-Energy 095910 | +8.9% | 2,330 | |
Shinsung E&g 011930 | +7.1% | 2,270 | |
LS ELECTRIC 010120 | +4.7% | 212,500 | |
DSM 104040 | +4.3% | 1,034 | |
SDN Company 099220 | +4.3% | 2,170 |
2. Hydrogen (Fuel Cells, Vehicles) (2 days running)
- Episode: started 2024-05-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumhan Fuel Cell 382900 | +25.2% | 26,050 | ★ |
Hanwha Solutions 009830 | +12.0% | 32,250 | |
Ilji Technology 019540 | +10.1% | 5,300 | |
S Connect 096630 | +9.3% | 2,240 | |
S-Energy 095910 | +8.9% | 2,330 | |
SY Dong-a 041930 | +8.0% | 8,390 | |
Vina Tech 126340 | +7.9% | 60,300 | |
Sang-a Frontec 089980 | +7.0% | 28,200 |
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3. Wind (recurred after 7 days)
- Episode: started 2024-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dae Myoung Energy 389260 | +24.7% | 19,980 | ★ |
LS Materials 417200 | +16.0% | 30,050 | |
SK oceanplant 100090 | +14.1% | 15,720 | |
Kumyang Green Power 282720 | +9.1% | 17,350 | |
Woori Technology, Incorporation 032820 | +8.7% | 2,250 | |
Taewoong 044490 | +5.9% | 20,400 | |
CS Wind 112610 | +5.0% | 51,500 | |
Dongkuk Structures & Construction 100130 | +4.8% | 3,065 | |
DMS 068790 | +4.0% | 6,780 | |
Sejin Heavy Industries 075580 | +3.5% | 6,590 |
4. Solid Oxide Fuel Cells (SOFC) (2 days running)
- Episode: started 2024-05-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumhan Fuel Cell 382900 | +25.2% | 26,050 | ★ |
LS Materials 417200 | +16.0% | 30,050 | |
Hansun Engineering 452280 | +12.1% | 13,260 | |
Kumyang Green Power 282720 | +9.1% | 17,350 | |
Amosense 357580 | +5.0% | 11,500 | |
Bhi 083650 | +2.5% | 10,430 | |
Doosan Fuel Cell 336260 | +1.6% | 25,400 | |
SK eternix 475150 | +0.5% | 30,600 |
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5. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2024-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seojin System 178320 | +10.9% | 30,900 | |
Justem 417840 | +10.4% | 13,260 | ★ |
Advanced Process Systems 265520 | +9.1% | 28,750 | |
Shinsung E&g 011930 | +7.1% | 2,270 | |
K-ensol 053080 | +5.7% | 16,670 | |
Imt 451220 | +4.6% | 21,700 | |
Laserssel 412350 | +3.9% | 11,150 | |
YC 232140 | +3.5% | 17,380 | |
Apact 200470 | +3.2% | 5,850 | |
UniTest 086390 | +3.1% | 17,610 |
6. Music & Entertainment (recurred after 35 days)
- Episode: started 2024-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SM Entertainment 041510 | +11.3% | 90,800 | |
Cube Entertainment 182360 | +7.9% | 15,200 | |
Dear U 376300 | +6.1% | 26,150 | |
Hybe 352820 | +6.0% | 198,100 | |
JYP Entertainment 035900 | +5.2% | 60,600 | |
SM Culture & Contents 048550 | +5.0% | 2,215 | ★ |
Iokenm 078860 | +4.5% | 10,667 | |
Samhwa Networks 046390 | +4.2% | 1,800 | |
YG Entertainment 122870 | +4.1% | 43,400 | |
RBW 361570 | +3.8% | 3,870 |
7. Music & Recordings (recurred after 35 days)
- Episode: started 2024-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SM Entertainment 041510 | +11.3% | 90,800 | ★ |
Hybe 352820 | +6.0% | 198,100 | |
JYP Entertainment 035900 | +5.2% | 60,600 | |
YG Entertainment 122870 | +4.1% | 43,400 | |
RBW 361570 | +3.8% | 3,870 | |
YG PLUS 037270 | +3.0% | 3,925 | |
FNC Entertainment 173940 | +2.5% | 3,830 |
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8. Nuclear (2 days running)
- Episode: started 2024-05-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang Green Power 282720 | +9.1% | 17,350 | |
Woori Technology, Incorporation 032820 | +8.7% | 2,250 | ★ |
Taewoong 044490 | +5.9% | 20,400 | |
LS ELECTRIC 010120 | +4.7% | 212,500 | |
S&W 103230 | +3.5% | 4,565 | |
Bosung Power Technology 006910 | +3.2% | 4,050 | |
DK-Lok 105740 | +3.2% | 9,110 | |
Orbitech 046120 | +2.8% | 3,130 | |
Samyoung M-tek C0 054540 | +2.6% | 4,365 |
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Closing Thoughts
Outside energy, Semiconductor Equipment returned after a 2-day gap with an average change of 6.15%. Music & Entertainment came back after a 35-day gap with an average of 5.8%.
Nuclear also reached a 2-day streak, averaging 4.84% with all 9 stocks up. The next session will show whether the four themes on 2-day streaks keep going.