Jun 10: 8 Strong Themes — Power Equipment, Food

June 10, 2024 · #Power Equipment #Food #Battery #Nuclear #Smart Grid #EV #Summer Season #Defense & War

8 strong themes — 2 running · 6 recurred. Top: Power Equipment +16.8%.

Strong themes8 Top change+16.8% LeaderKorea Electronic Power Industrial Development

Average change by strong theme

Average change of member stocks, by theme · descending

Power Equipment

+16.8%

Food

+14.4%

Battery

+11.4%

Nuclear

+10.6%

Smart Grid

+8.5%

+7.5%

Summer Season

+7.2%

Defense & War

+6.1%

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
Power Equipment	Korea Electronic Power Industrial Development	+30.00%
Food	Crown Confectionery	+29.99%
Battery	Duksan Techopia	+23.49%
Nuclear	Korea Electronic Power Industrial Development	+30.00%
Smart Grid	Korea Electronic Power Industrial Development	+30.00%
EV	LS Materials	+14.47%
Summer Season	Binggrae	+24.42%
Defense & War	COTS Technology	+15.59%

Power Equipment led the 2024-06-10 session with an average change of 16.79%, all 10 stocks higher. Its leader, Korea Electronic Power Industrial Development, rose 30.0%.

The same stock led Nuclear (10.56%) and Smart Grid (8.5%), with headlines citing a KRW 41 trillion Indonesian grid project. Smart Grid reappeared after a 516-day gap.

Food followed at 14.38%, led by Crown Confectionery at 29.99%. Battery posted 11.37% on a 3-session streak, as did EV at 7.45%.

Today’s Strong Themes at a Glance

#	Theme	Status	Avg. change	Up/Total	Leader
1	Power Equipment	recurred after 17 days	+16.8%	10/10	Korea Electronic Power Industrial Development
2	Food	recurred after 7 days	+14.4%	10/10	Crown Confectionery
3	Battery	3 days running	+11.4%	10/10	Duksan Techopia
4	Nuclear	recurred after 10 days	+10.6%	10/10	Korea Electronic Power Industrial Development
5	Smart Grid	recurred after 516 days	+8.5%	10/10	Korea Electronic Power Industrial Development
6	EV	3 days running	+7.5%	10/10	LS Materials
7	Summer Season	recurred after 357 days	+7.2%	10/10	Binggrae
8	Defense & War	recurred after 7 days	+6.1%	9/9	COTS Technology

Theme by Theme

1. Power Equipment (recurred after 17 days)

Episode: started 2024-06-10, day 1

Stock	Change	Close	Leader
Korea Electronic Power Industrial Development `130660`	+30.0%	12,350	★
Cheryong Industrial `147830`	+30.0%	6,850
SemyungElectricMachinery `017510`	+29.8%	5,620
Bosung Power Technology `006910`	+17.3%	4,100
Cheil Electric `199820`	+14.4%	12,130
Cheryong Electric `033100`	+13.5%	70,600
HD Hyundai Electric `267260`	+9.4%	284,500
Seojeon Electric Machinery `189860`	+8.7%	6,350
Iljin Electric `103590`	+7.9%	25,300
Hyosung Heavy Industries `298040`	+6.9%	396,500

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2. Food (recurred after 7 days)

Episode: started 2024-06-10, day 1

Stock	Change	Close	Leader
Crown Confectionery `264900`	+30.0%	11,140	★
Haitai Confectionery and Foods `101530`	+29.9%	7,820
Binggrae `005180`	+24.4%	112,100
Nongshim `004370`	+13.4%	528,000
Lotte Wellfood `280360`	+12.2%	177,900
Hyungkuk F&B `189980`	+7.9%	2,380
Daesang `001680`	+7.4%	26,200
Dong Suh Companies `026960`	+6.9%	19,920
Orion `271560`	+6.0%	97,900
CJ Cheiljedang `097950`	+5.7%	363,000

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3. Battery (3 days running)

Episode: started 2024-06-05, day 7

Stock	Change	Close	Leader
Nsys `333620`	+23.8%	11,550
Duksan Techopia `317330`	+23.5%	51,000	★
SKC `011790`	+13.7%	169,700
Soulbrain Holdings `036830`	+12.0%	89,500
Mi `059090`	+9.1%	17,140
Kangwon Energy `114190`	+7.8%	17,770
mPlus `259630`	+6.8%	12,060
Sama Aluminium `006110`	+6.0%	93,500
Isu Specialty Chemical `457190`	+5.7%	57,600
ITM Semiconductor `084850`	+5.3%	23,850

4. Nuclear (recurred after 10 days)

Episode: started 2024-06-10, day 1

Stock	Change	Close	Leader
Korea Electronic Power Industrial Development `130660`	+30.0%	12,350	★
Bosung Power Technology `006910`	+17.3%	4,100
Bhi `083650`	+9.5%	11,540
DK-Lok `105740`	+9.3%	11,540
Seojeon Electric Machinery `189860`	+8.7%	6,350
Enertork `019990`	+7.6%	9,080
Hyosung Heavy Industries `298040`	+6.9%	396,500
Kwang Myung Electric `017040`	+5.7%	2,310
G2Power `388050`	+5.4%	10,620
SNTEnergy `100840`	+5.2%	10,860

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5. Smart Grid (recurred after 516 days)

Episode: started 2024-06-10, day 1

Stock	Change	Close	Leader
Korea Electronic Power Industrial Development `130660`	+30.0%	12,350	★
Seojeon Electric Machinery `189860`	+8.7%	6,350
Iljin Electric `103590`	+7.9%	25,300
Vitzrocell `082920`	+7.6%	21,950
Omnisystem `057540`	+6.8%	1,053
Kwang Myung Electric `017040`	+5.7%	2,310
G2Power `388050`	+5.4%	10,620
LS ELECTRIC `010120`	+4.5%	194,700
NuriFlex `040160`	+4.4%	3,435
PNC Technologies `237750`	+4.0%	5,950

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6. EV (3 days running)

Episode: started 2024-06-05, day 7

Stock	Change	Close	Leader
LS Materials `417200`	+14.5%	30,850	★
SKC `011790`	+13.7%	169,700
Samwha Electric `009470`	+10.5%	81,000
Kangwon Energy `114190`	+7.8%	17,770
mPlus `259630`	+6.8%	12,060
Shinsung ST `416180`	+5.1%	42,150
Shin Heung Energy & Electronics `243840`	+4.5%	9,330
LS ELECTRIC `010120`	+4.5%	194,700
Kostecsys `355150`	+3.8%	15,770
SFA Nexel `222080`	+3.3%	11,840

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7. Summer Season (recurred after 357 days)

Episode: started 2024-06-10, day 1

Stock	Change	Close	Leader
Binggrae `005180`	+24.4%	112,100	★
Lotte Wellfood `280360`	+12.2%	177,900
Paseco `037070`	+10.1%	9,810
Lotte Chilsung Beverage `005300`	+4.8%	134,700
Shinil Electronics `002700`	+4.4%	1,794
Maniker `027740`	+3.6%	1,225
Essen Tech `043340`	+3.4%	724
SCD `042110`	+3.2%	1,651
Harim `136480`	+2.9%	3,325
Taekyung Chemical `006890`	+2.8%	14,820

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8. Defense & War (recurred after 7 days)

Episode: started 2024-06-10, day 1

Stock	Change	Close	Leader
COTS Technology `448710`	+15.6%	24,100	★
STX Engine `077970`	+7.2%	15,380
SatrecInitiative `099320`	+6.2%	52,200
Hancom Lifecare `372910`	+5.1%	5,760
Victek `065450`	+4.9%	5,560
Vitzro Tech `042370`	+4.6%	9,070
Daeyang Electric `108380`	+4.6%	16,720
i3system `214430`	+3.9%	38,550
Samhyun `437730`	+2.9%	30,550

Closing Thoughts

Summer Season returned after a 357-day gap at 7.18%, with Binggrae up 24.42%. Headlines pointed to the year’s first heat wave.

Six of the eight themes were recurrences with a 1-day episode starting Jun 10. The Battery and EV episodes span Jun 5 to Jun 11, or 7 days.

Jun 10: 8 Strong Themes — Power Equipment, Food

Average change by strong theme

Theme leaders · recent trend

Today’s Strong Themes at a Glance

Theme by Theme

1. Power Equipment (recurred after 17 days)

2. Food (recurred after 7 days)

3. Battery (3 days running)

4. Nuclear (recurred after 10 days)

5. Smart Grid (recurred after 516 days)

6. EV (3 days running)

7. Summer Season (recurred after 357 days)

8. Defense & War (recurred after 7 days)

Closing Thoughts

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