Jul 23: 8 Strong Themes — Steel Pipe, Auto Parts

July 23, 2025 · #Steel Pipe #Auto Parts #Steel (Small & Mid Cap) #EV #Korea-Russia Gas Pipeline #Construction Equipment #Car Majors #Steel Majors

8 strong themes — 8 recurred. Top: Steel Pipe +12.0%.

Strong themes8 Top change+12.0% LeaderIrem

Average change by strong theme

Average change of member stocks, by theme · descending
Steel Pipe
+12.0%
Auto Parts
+8.8%
Steel (Small & Mid Cap)
+8.6%
EV
+7.9%
Korea-Russia Gas Pipeline
+7.6%
Construction Equipment
+5.6%
Car Majors
+4.8%
Steel Majors
+3.5%

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
Steel PipeIrem+29.95%
Auto PartsDYC+9.89%
Steel (Small & Mid Cap)Histeel+29.89%
EVMotivelink+10.66%
Korea-Russia Gas PipelineHisteel+29.89%
Construction EquipmentHD Hyundai Infracore+18.76%-
Car MajorsHL Mando+7.57%
Steel MajorsSeAH Steel+10.91%

On 2025-07-23, all eight strong themes closed with every member stock higher. Steel Pipe led with an average change of 12.02%, and all 9 of its stocks rose.

Irem topped Steel Pipe with a 29.95% gain, and Histeel was close behind at 29.89%. News headlines linked Histeel’s jump to hopes of Korean participation in Alaska LNG development.

Autos rose alongside steel. Auto Parts posted an average change of 8.83% and EV 7.91%, with all 10 stocks up in each theme. Headlines tied Auto Parts leader DYC to an acquisition.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Steel Piperecurred after 7 days+12.0%9/9Irem
2Auto Partsrecurred after 28 days+8.8%10/10DYC
3Steel (Small & Mid Cap)recurred after 2 days+8.6%10/10Histeel
4EVrecurred after 2 days+7.9%10/10Motivelink
5Korea-Russia Gas Pipelinerecurred after 55 days+7.6%10/10Histeel
6Construction Equipmentrecurred after 29 days+5.6%10/10HD Hyundai Infracore
7Car Majorsrecurred after 22 days+4.8%7/7HL Mando
8Steel Majorsrecurred after 2 days+3.5%9/9SeAH Steel

Theme by Theme

1. Steel Pipe (recurred after 7 days)

StockChangeCloseLeader
Irem 009730+29.9%1,102★
Histeel 071090+29.9%5,780
Nexteel 092790+13.1%16,100
KBI Dong Yang Steel Pipe 008970+12.4%3,675
SeAH Steel 306200+10.9%170,800
Husteel 005010+5.9%4,870
Kumkang Kind 014280+2.2%4,880
Ust 263770+2.2%2,105
YulChon 146060+1.6%1,423

2. Auto Parts (recurred after 28 days)

StockChangeCloseLeader
SL 005850+12.8%35,700
Motivelink 463480+10.7%10,170
HanJungNCS 107640+10.3%30,050
DYC 310870+9.9%1,645★
Hwashin 010690+9.3%9,040
HT Robotics 396300+7.7%3,760
HL Mando 204320+7.6%36,950
Seoyon E-hwa 200880+6.9%13,100
DN Automotive 007340+6.6%29,000
Ilji Technology 019540+6.5%4,600

Related news

3. Steel (Small & Mid Cap) (recurred after 2 days)

StockChangeCloseLeader
Histeel 071090+29.9%5,780★
Nexteel 092790+13.1%16,100
KBI Dong Yang Steel Pipe 008970+12.4%3,675
dhSteel 021040+7.8%1,425
Dae Dong Steel 048470+7.1%4,520
Husteel 005010+5.9%4,870
Hanil Iron & Steel 002220+2.9%3,045
Kumkang Kind 014280+2.2%4,880
Ust 263770+2.2%2,105
DSR Wire 069730+2.2%3,770

Related news

4. EV (recurred after 2 days)

StockChangeCloseLeader
Motivelink 463480+10.7%10,170★
HanJungNCS 107640+10.3%30,050
Hwashin 010690+9.3%9,040
Kia 000270+8.5%106,100
HT Robotics 396300+7.7%3,760
HL Mando 204320+7.6%36,950
Hyundai Motor 005380+7.5%222,000
Hyundai Industrial 170030+6.0%5,870
Ecoplastic 038110+5.8%4,000
SNT Motiv 064960+5.8%34,900

5. Korea-Russia Gas Pipeline (recurred after 55 days)

StockChangeCloseLeader
Histeel 071090+29.9%5,780★
KBI Dong Yang Steel Pipe 008970+12.4%3,675
SeAH Steel 306200+10.9%170,800
Dae Dong Steel 048470+7.1%4,520
Husteel 005010+5.9%4,870
HS Valve 039610+4.8%11,020
Moonbae Steel 008420+1.9%2,480
DK-Lok 105740+1.2%8,170
Bookook Steel 026940+1.1%2,410
NK 085310+0.7%823

Related news

6. Construction Equipment (recurred after 29 days)

StockChangeCloseLeader
HD Hyundai Infracore 042670+18.8%13,230★
HD Construction Equipment 267270+13.3%83,200
Jinsung T.e.c 036890+7.8%11,960
Doosan Bobcat 241560+4.2%57,000
Daechang Forging 015230+3.1%6,060
Hyundai Everdigm 041440+2.6%8,260
DY Power 210540+2.1%13,040
Junjin Construction & Robot 079900+1.8%52,400
DAEMO Engineering 317850+1.3%7,680
Soosan Cebotics 017550+0.7%1,869

7. Car Majors (recurred after 22 days)

StockChangeCloseLeader
Kia 000270+8.5%106,100
HL Mando 204320+7.6%36,950★
Hyundai Motor 005380+7.5%222,000
Hanon Systems 018880+3.7%3,345
Hyundai Wia 011210+2.6%51,900
Hyundai Mobis 012330+2.0%299,000
KG Mobility 003620+1.5%3,645

8. Steel Majors (recurred after 2 days)

StockChangeCloseLeader
SeAH Steel 306200+10.9%170,800★
Posco Steeleon 058430+5.3%44,600
POSCO Holdings 005490+3.7%335,000
KG Dongbusteel 016380+2.8%6,660
Dongkuk Steel Mill 460860+2.7%12,170
Hyundai Steel Company 004020+2.5%37,450
Dongkuk Coated Metal 460850+1.6%6,820
Daehan Steel 084010+1.6%17,740
Kiswire 002240+0.4%18,740

Closing Thoughts

Every theme returned after a gap and had a streak of 1, so the move is only one session old. Korea-Russia Gas Pipeline came back after 55 days, the longest gap in the group.

The episodes for EV and Construction Equipment run through 2025-07-24. The next data point is whether leader HD Hyundai Infracore, up 18.76%, stays in front.