Sep 11: 8 Strong Themes — Shipbuilding Equipment, Hydrogen (Fuel Cells, Vehicles)

September 11, 2025 · #Shipbuilding Equipment #Hydrogen (Fuel Cells, Vehicles) #Solid Oxide Fuel Cells (SOFC) #Wind #Defense & War #System Semiconductors #Space & Aerospace (Nuri Rocket, Satellites) #Solar

8 strong themes — 1 running · 7 recurred. Top: Shipbuilding Equipment +13.3%.

Strong themes8 Top change+13.3% LeaderCP System

Average change by strong theme

Average change of member stocks, by theme · descending
Shipbuilding Equipment
+13.3%
Hydrogen (Fuel Cells, Vehicles)
+10.2%
Solid Oxide Fuel Cells (SOFC)
+10.2%
Wind
+10.1%
Defense & War
+8.6%
System Semiconductors
+5.3%
Space & Aerospace (Nuri Rocket, Satellites)
+5.1%
Solar
+4.6%

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
Shipbuilding EquipmentCP System+22.93%
Hydrogen (Fuel Cells, Vehicles)Iste+17.93%
Solid Oxide Fuel Cells (SOFC)Hansun Engineering+29.90%
WindSK oceanplant+22.01%
Defense & WarSpeco+9.98%
System SemiconductorsNextchip+16.94%
Space & Aerospace (Nuri Rocket, Satellites)Firstec+11.93%
SolarSK eternix+10.07%

Shipbuilding Equipment led the Sep 11 session with an average change of 13.28%. All 10 of its stocks rose, led by CP System at 22.93%.

Fuel cell names were strong too. Hydrogen (Fuel Cells, Vehicles) averaged 10.22% and Solid Oxide Fuel Cells (SOFC) 10.21%, with Hansun Engineering up 29.9%.

Wind averaged 10.13%, led by SK oceanplant at 22.01%. Defense & War was the only theme on a 2-day streak, averaging 8.57%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Shipbuilding Equipmentrecurred after 9 days+13.3%10/10CP System
2Hydrogen (Fuel Cells, Vehicles)recurred after 15 days+10.2%9/9Iste
3Solid Oxide Fuel Cells (SOFC)recurred after 28 days+10.2%10/10Hansun Engineering
4Windrecurred after 9 days+10.1%10/10SK oceanplant
5Defense & War2 days running+8.6%10/10Speco
6System Semiconductorsrecurred after 6 days+5.3%10/10Nextchip
7Space & Aerospace (Nuri Rocket, Satellites)recurred after 9 days+5.1%10/10Firstec
8Solarrecurred after 3 days+4.6%10/10SK eternix

Theme by Theme

1. Shipbuilding Equipment (recurred after 9 days)

StockChangeCloseLeader
CP System 413630+22.9%3,270★
SK oceanplant 100090+22.0%29,100
Cape Industries 064820+20.4%14,810
Bumhan Fuel Cell 382900+19.4%29,600
S&W 103230+12.9%6,030
Il Seung 333430+9.4%9,910
Dongbang Ship Machinery 099410+8.7%6,720
KSP 073010+8.1%8,000
HD-Hyundai Marine Engine 071970+5.1%95,000
Dongsung Finetec 033500+3.9%33,550

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2. Hydrogen (Fuel Cells, Vehicles) (recurred after 15 days)

StockChangeCloseLeader
Bumhan Fuel Cell 382900+19.4%29,600
Iste 212710+17.9%10,850★
Doosan Fuel Cell 336260+15.8%30,750
LTC 170920+9.7%14,640
Sungchang Autotech 080470+8.2%4,835
DK-Lok 105740+6.2%10,920
NK 085310+5.2%1,531
Iljin Hysolus 271940+5.0%18,500
JNK Global 126880+4.6%4,560

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3. Solid Oxide Fuel Cells (SOFC) (recurred after 28 days)

StockChangeCloseLeader
Hansun Engineering 452280+29.9%11,470★
Bumhan Fuel Cell 382900+19.4%29,600
Doosan Fuel Cell 336260+15.8%30,750
SK eternix 475150+10.1%24,600
LTC 170920+9.7%14,640
Amosense 357580+8.1%9,400
Kumyang Green Power 282720+4.3%9,450
Mi 059090+2.4%16,420
LS Materials 417200+2.3%10,230
SK D&D 210980+0.3%10,230

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4. Wind (recurred after 9 days)

StockChangeCloseLeader
SK oceanplant 100090+22.0%29,100★
Seoam Machinery Industry 100660+16.9%4,325
Unison 018000+16.8%1,175
SK eternix 475150+10.1%24,600
Speco 013810+10.0%3,030
CS Bearing 297090+8.0%7,300
Dae Myoung Energy 389260+5.4%24,450
Kumyang Green Power 282720+4.3%9,450
Dongkuk Structures & Construction 100130+4.0%2,470
CS Wind 112610+3.9%44,500

5. Defense & War (2 days running)

StockChangeCloseLeader
SatrecInitiative 099320+13.6%59,500
RF Materials 327260+12.6%11,930
Firstec 010820+11.9%4,925
Speco 013810+10.0%3,030★
MNC Solution 484870+7.6%213,500
Haein 003010+7.5%5,850
Samyang Comtech 484590+7.1%20,750
Samhyun 437730+6.2%21,450
Korea Aerospace Industries 047810+5.4%102,000
Hanwha Aerospace 012450+3.9%1,005,000

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6. System Semiconductors (recurred after 6 days)

StockChangeCloseLeader
Nextchip 396270+16.9%3,625★
Itek 119830+8.3%7,080
Alt 172670+6.4%9,330
Mdevice 226590+4.7%11,920
Doosan Tesna 131970+3.4%39,150
Anapass 123860+3.1%20,200
HANMI Semiconductor 042700+3.1%90,000
S&S Tech 101490+2.8%50,800
Techwing 089030+2.4%41,900
SFA Semicon 036540+2.0%3,545

7. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 9 days)

StockChangeCloseLeader
SatrecInitiative 099320+13.6%59,500
Firstec 010820+11.9%4,925★
Korea Aerospace Industries 047810+5.4%102,000
Sang-a Frontec 089980+4.1%19,100
Hanwha Aerospace 012450+3.9%1,005,000
Asia Pacific Satellite lnc 211270+3.8%12,450
Genohco 361390+2.2%16,640
Contec 451760+2.0%8,630
Hyundai-Rotem 064350+1.9%212,500
Innospace 462350+1.9%15,400

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8. Solar (recurred after 3 days)

StockChangeCloseLeader
SK eternix 475150+10.1%24,600★
Haein 003010+7.5%5,850
Dae Myoung Energy 389260+5.4%24,450
SDN Company 099220+4.7%1,288
Gridwiz 453450+4.6%19,020
Kumyang Green Power 282720+4.3%9,450
S-Energy 095910+2.6%1,677
LS ELECTRIC 010120+2.4%316,000
RS Automation 140670+2.4%13,890
Samsung C&T 028260+2.2%186,500

Closing Thoughts

Most themes were recurrences, not streaks. Solid Oxide Fuel Cells (SOFC) came back after a gap of 28 days. Whether these moves last beyond one day is the open question.

Defense & War goes into the next session with a streak of 2. Its leader, Speco, also appears in Wind, and Bumhan Fuel Cell shows up in three themes.