Jun 5: 8 Strong Themes — Steel (Small & Mid Cap), Steel Pipe
8 strong themes — 1 running · 7 recurred. Top: Steel (Small & Mid Cap) +13.5%.
Strong themes8
Top change+13.5%
LeaderNexteel
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 |
|---|---|---|---|
| Steel (Small & Mid Cap) | Nexteel | +30.00% | |
| Steel Pipe | Nexteel | +30.00% | |
| Battery | Eco&Dream | +9.90% | |
| Cement & Ready-Mix Concrete | SAMPYO Cement | +17.50% | |
| EV | Posco Steeleon | +5.27% | |
| HBM (High Bandwidth Memory) | Di | +6.73% | |
| Lithium | Lithium-for-earth | +7.32% | |
| Dunamu | Woori Technology Investment | +5.94% |
Steel led the Jun 5 session. Steel (Small & Mid Cap) posted an average change of 13.48%, with all 10 stocks higher and Nexteel up 30.0%.
Headlines tied the move to oil and gas drilling off Pohang. Steel Pipe followed at 11.57%, and Cement & Ready-Mix Concrete returned after 124 days with 7.98%.
Battery rose by an average of 9.47%, led by Eco&Dream at 9.9%. HBM (High Bandwidth Memory) extended its streak to 2 days at 5.36%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Steel (Small & Mid Cap) | recurred after 22 days | +13.5% | 10/10 | Nexteel |
| 2 | Steel Pipe | recurred after 22 days | +11.6% | 10/10 | Nexteel |
| 3 | Battery | recurred after 2 days | +9.5% | 10/10 | Eco&Dream |
| 4 | Cement & Ready-Mix Concrete | recurred after 124 days | +8.0% | 9/9 | SAMPYO Cement |
| 5 | EV | recurred after 5 days | +5.6% | 10/10 | Posco Steeleon |
| 6 | HBM (High Bandwidth Memory) | 2 days running | +5.4% | 10/10 | Di |
| 7 | Lithium | recurred after 2 days | +4.4% | 10/10 | Lithium-for-earth |
| 8 | Dunamu | recurred after 15 days | +3.2% | 4/4 | Woori Technology Investment |
Theme by Theme
1. Steel (Small & Mid Cap) (recurred after 22 days)
- Episode: started 2024-06-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nexteel 092790 | +30.0% | 9,360 | ★ |
KBI Dong Yang Steel Pipe 008970 | +30.0% | 2,837 | |
Husteel 005010 | +19.8% | 5,500 | |
Histeel 071090 | +13.3% | 4,800 | |
TCC Steel 002710 | +10.4% | 54,500 | |
DaeChang Steel 140520 | +7.3% | 2,725 | |
DSR Wire 069730 | +7.1% | 4,745 | |
Shin Steel 162300 | +7.0% | 3,745 | |
Ust 263770 | +5.0% | 3,150 | |
NI Steel 008260 | +4.9% | 4,740 |
Related news
- [특징주] 철강주, 포항 영일만 석유·가스 시추 수혜…넥스틸·동양철관 ‘上’ — 이투데이 (Korean)
- [ET라씨로] ‘포항 앞바다 석유’에 철강株 또 다시 들썩…넥스틸 주가 上 — 전자신문 (Korean)
2. Steel Pipe (recurred after 22 days)
- Episode: started 2024-06-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nexteel 092790 | +30.0% | 9,360 | ★ |
KBI Dong Yang Steel Pipe 008970 | +30.0% | 2,837 | |
Husteel 005010 | +19.8% | 5,500 | |
Histeel 071090 | +13.3% | 4,800 | |
SeAH Steel 306200 | +5.9% | 138,200 | |
Ust 263770 | +5.0% | 3,150 | |
SK oceanplant 100090 | +4.2% | 15,470 | |
Kumkang Kind 014280 | +3.7% | 5,340 | |
Korea Castiron Pipe Ind 000970 | +2.5% | 6,840 | |
YulChon 146060 | +1.3% | 1,650 |
Related news
- [특징주] 세아제강, 영일만 석유 시추 송유관 부각에↑…‘국내1위’ 강관업체 — 파이낸셜뉴스 (Korean)
3. Battery (recurred after 2 days)
- Episode: started 2024-06-05, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Tapex 055490 | +18.4% | 31,600 | |
Ecopro Materials 450080 | +14.0% | 95,500 | |
TCC Steel 002710 | +10.4% | 54,500 | |
Eco&Dream 101360 | +9.9% | 42,750 | ★ |
People & Technology 137400 | +7.8% | 74,800 | |
Dongwha Enterprise 025900 | +7.4% | 18,160 | |
Xavis 254120 | +7.3% | 2,485 | |
Philenergy 378340 | +7.0% | 22,950 | |
Top Material 360070 | +6.4% | 55,000 | |
Ecopro BM 247540 | +6.2% | 203,000 |
Related news
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- LG엔솔·에코프로비엠 등 일제히 웃은 2차전지株 — 한국경제 (Korean)
- [특징주]눌려 있던 2차전지에 수급 몰려…순환매 장세 속 강세(종합) — 이데일리 (Korean)
4. Cement & Ready-Mix Concrete (recurred after 124 days)
- Episode: started 2024-06-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kangdong C&L 198440 | +30.0% | 2,150 | |
SAMPYO Cement 038500 | +17.5% | 3,425 | ★ |
Sungshin Cement 004980 | +5.1% | 8,850 | |
Hanilcement 300720 | +4.4% | 13,890 | |
Hanil Hyundai Cement 006390 | +4.0% | 15,510 | |
Union 000910 | +3.8% | 5,440 | |
Eugene 023410 | +2.6% | 3,575 | |
Busan Industrial 011390 | +2.4% | 56,200 | |
Mohenz 006920 | +2.0% | 3,490 |
Related news
- [특징주] 고려시멘트, ‘석유·가스 탐사 시추’ 유정 붕괴 방지 케이싱·시멘팅 작업 필수 ‘강세’ — 이투데이 (Korean)
- [특징주]동해 석유 테마에 시멘트株 합류…액트지오 방한에 급등 — 이데일리 (Korean)
- 폭등 석유주 주춤…가스·강관·시멘트주 강세 — 매일신문 (Korean)
5. EV (recurred after 5 days)
- Episode: started 2024-06-05, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
HL Mando 204320 | +11.0% | 49,600 | |
DaeChang Steel 140520 | +7.3% | 2,725 | |
Amogreentech 125210 | +6.2% | 12,040 | |
Posco Steeleon 058430 | +5.3% | 47,950 | ★ |
Hyundai Wia 011210 | +5.1% | 57,900 | |
Ust 263770 | +5.0% | 3,150 | |
LG Energy Solution 373220 | +4.5% | 351,500 | |
Kangwon Energy 114190 | +4.0% | 15,560 | |
LG Chem 051910 | +3.7% | 374,500 | |
Cosmo Advanced Materials & Technology 005070 | +3.7% | 164,700 |
6. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2024-06-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
PSK Holdings 031980 | +15.2% | 64,600 | |
Kctech 281820 | +7.0% | 41,150 | |
Di 003160 | +6.7% | 22,200 | ★ |
Zeus 079370 | +5.5% | 18,320 | |
HANMI Semiconductor 042700 | +4.8% | 155,800 | |
Quality Reliability Technology 405100 | +3.8% | 21,800 | |
Yest 122640 | +2.8% | 18,340 | |
Samsung Electronics 005930 | +2.8% | 77,400 | |
Auros Technology 322310 | +2.8% | 24,200 | |
Mirai Semiconductors 254490 | +2.2% | 16,950 |
Related news
- 친필 사인에 이어 “삼성 HBM 테스트 통과 위해 노력” 젠슨황 한 마디에 또 들썩 [투자360] — 헤럴드경제 (Korean)
7. Lithium (recurred after 2 days)
- Episode: started 2024-06-05, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Lithium-for-earth 073570 | +7.3% | 4,690 | ★ |
Posco Future M 003670 | +5.2% | 275,500 | |
Ecopro 086520 | +4.4% | 100,600 | |
Hydro Lithium 101670 | +4.2% | 5,400 | |
Kumyang 001570 | +4.2% | 85,400 | |
Chunbo 278280 | +4.1% | 76,600 | |
Kangwon Energy 114190 | +4.0% | 15,560 | |
LG Chem 051910 | +3.7% | 374,500 | |
Cosmochemical 005420 | +3.5% | 30,800 | |
SungEel HiTech 365340 | +3.4% | 85,000 |
8. Dunamu (recurred after 15 days)
- Episode: started 2024-06-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Technology Investment 041190 | +5.9% | 9,270 | ★ |
Hanwha Investment&securities 003530 | +4.6% | 3,410 | |
Atinum Investment 021080 | +1.5% | 2,975 | |
Jolse 018700 | +0.7% | 1,404 |
Closing Thoughts
Steel and cement returned after gaps of 22 and 124 days. Whether the drilling link holds is the open question. HBM (High Bandwidth Memory) is the only theme on a 2-day streak.
Every listed stock rose in all eight themes. EV (5.57%) and Lithium (4.4%) will show whether Battery strength spreads.