Feb 4: 8 Strong Themes — Solar, Real-Estate Asset Plays
8 strong themes — 5 running · 3 recurred. Top: Solar +23.0%.
Strong themes8
Top change+23.0%
LeaderHanwha 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 | Hanwha Solutions | +29.95% | |
| Real-Estate Asset Plays | SG | +30.00% | |
| OLED Displays | Sunic System | +30.00% | |
| Battery | Koyj | +30.00% | - |
| Holding Companies | Harim Holdings | +29.95% | |
| Energy Storage (ESS) | HD Hyundai Energy Solutions | +29.83% | |
| African Swine Fever (ASF) | Farmsco | +30.00% | |
| Nuclear | Korea Electronic Power Industrial Development | +20.51% |
On Feb 4, Solar led the strong themes with an average change of 23.01%. All 10 of its stocks rose, and leader Hanwha Solutions gained 29.95% on a U.S. ESS contract.
Real-Estate Asset Plays came next with an average change of 19.59%, on a streak of 4. Leader SG rose 30.0%.
OLED Displays returned after a gap of 125 days with an average change of 16.69%. Leader Sunic System rose 30.0% as news cited record operating profit.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 12 days | +23.0% | 10/10 | Hanwha Solutions |
| 2 | Real-Estate Asset Plays | 4 days running | +19.6% | 10/10 | SG |
| 3 | OLED Displays | recurred after 125 days | +16.7% | 9/9 | Sunic System |
| 4 | Battery | 4 days running | +13.5% | 9/9 | Koyj |
| 5 | Holding Companies | 4 days running | +12.9% | 10/10 | Harim Holdings |
| 6 | Energy Storage (ESS) | 4 days running | +12.4% | 10/10 | HD Hyundai Energy Solutions |
| 7 | African Swine Fever (ASF) | recurred after 71 days | +10.6% | 10/10 | Farmsco |
| 8 | Nuclear | 4 days running | +9.8% | 10/10 | Korea Electronic Power Industrial Development |
Theme by Theme
1. Solar (recurred after 12 days)
- Episode: started 2026-02-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Solutions 009830 | +29.9% | 36,450 | ★ |
Paru 043200 | +29.9% | 1,011 | |
HD Hyundai Energy Solutions 322000 | +29.8% | 70,500 | |
UniTest 086390 | +29.0% | 18,400 | |
OCI Holdings Company 010060 | +28.1% | 151,100 | |
Dae Myoung Energy 389260 | +22.8% | 21,000 | |
S-Energy 095910 | +18.0% | 1,515 | |
Kumyang Green Power 282720 | +16.1% | 12,080 | |
GnBS eco 382800 | +14.0% | 3,745 | |
SDN Company 099220 | +12.4% | 1,209 |
Related news
- 한화솔루션 급등에…‘美 태양광·ESS 확장’ 밸류체인 수혜 기대 — 파이낸셜뉴스 (Korean)
- [특징주] 한화솔루션, 美 1조원대 ESS 계약 체결… 28%대 급등 — 아주경제 (Korean)
- [특징주] 한화솔루션 ‘1조 규모’ ESS 공급계약…27%대 급등 — 이투데이 (Korean)
2. Real-Estate Asset Plays (4 days running)
- Episode: started 2026-01-30, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
SG 004060 | +30.0% | 416 | ★ |
Harim Holdings 003380 | +29.9% | 19,610 | |
SAMPYO Cement 038500 | +29.9% | 18,440 | |
Daesung Industrial 128820 | +29.9% | 11,240 | |
Dongyang Express 084670 | +19.9% | 69,900 | |
KCTC 009070 | +16.1% | 7,990 | |
Sindoh 029530 | +12.6% | 61,800 | |
BYC 001460 | +10.1% | 48,950 | |
Chunil Express 000650 | +9.3% | 330,000 | |
Kyungbang 000050 | +8.1% | 11,700 |
3. OLED Displays (recurred after 125 days)
- Episode: started 2026-02-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sunic System 171090 | +30.0% | 76,700 | ★ |
EMnI 083470 | +29.9% | 1,160 | |
DONGAELTEKCo 088130 | +26.4% | 7,900 | |
S-chem 475660 | +15.2% | 5,730 | |
Viatron Technologies 141000 | +14.4% | 9,530 | |
PI Advanced Materials 178920 | +13.6% | 19,480 | |
Advanced Process Systems 265520 | +7.8% | 22,800 | |
Jusung Engineering 036930 | +6.9% | 48,000 | |
Y2 Solution 011690 | +6.1% | 6,120 |
Related news
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4. Battery (4 days running)
- Episode: started 2026-01-30, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Koyj 121850 | +30.0% | 5,590 | ★ |
S-chem 475660 | +15.2% | 5,730 | |
Lotte Energy Materials 020150 | +13.8% | 47,750 | |
Isu Specialty Chemical 457190 | +13.7% | 122,200 | |
PI Advanced Materials 178920 | +13.6% | 19,480 | |
SFA Nexel 222080 | +11.2% | 13,350 | |
INNOXCorporation 088390 | +11.2% | 15,150 | |
Korea Zinc 010130 | +6.6% | 1,829,000 | |
Ecopro Materials 450080 | +6.3% | 71,100 |
Related news
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5. Holding Companies (4 days running)
- Episode: started 2026-01-30, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Harim Holdings 003380 | +29.9% | 19,610 | ★ |
OCI Holdings Company 010060 | +28.1% | 151,100 | |
INNOXCorporation 088390 | +11.2% | 15,150 | |
SeAH Besteel Holdings 001430 | +10.8% | 90,300 | |
Humax Holdings 028080 | +9.4% | 1,845 | |
SeAH Steel Holdings 003030 | +9.3% | 145,000 | |
LS 006260 | +8.1% | 233,000 | |
Sungchang Enterprise Holdings 000180 | +7.5% | 1,501 | |
ORION Holdings 001800 | +7.5% | 22,900 | |
IDIS Holdings 054800 | +7.4% | 12,900 |
Related news
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6. Energy Storage (ESS) (4 days running)
- Episode: started 2026-01-30, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Energy Solutions 322000 | +29.8% | 70,500 | ★ |
Korea Electronic Power Industrial Development 130660 | +20.5% | 16,100 | |
Kumyang Green Power 282720 | +16.1% | 12,080 | |
SFA Nexel 222080 | +11.2% | 13,350 | |
DK Tech 290550 | +10.6% | 11,400 | |
Gridwiz 453450 | +8.6% | 17,240 | |
SK eternix 475150 | +8.0% | 21,050 | |
Shinsung E&g 011930 | +6.5% | 1,959 | |
G2Power 388050 | +6.3% | 9,500 | |
HanJungNCS 107640 | +6.2% | 52,800 |
7. African Swine Fever (ASF) (recurred after 71 days)
- Episode: started 2026-02-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Farmsco 036580 | +30.0% | 3,965 | ★ |
Paru 043200 | +29.9% | 1,011 | |
Komipharm International 041960 | +15.4% | 8,450 | |
Woosung 006980 | +6.0% | 18,090 | |
Woorison F&G 073560 | +5.1% | 1,756 | |
Easy Holdings 035810 | +4.6% | 5,480 | |
Milae Bioresources 218150 | +4.5% | 3,115 | |
Harim 136480 | +4.0% | 3,220 | |
Daesung Microbiological Labs 036480 | +3.6% | 7,470 | |
Hanil Feed 005860 | +3.2% | 3,100 |
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- 팜스코, 지난해 영업익 802억…전년비 48.7% ↑ — 헤럴드경제 (Korean)
8. Nuclear (4 days running)
- Episode: started 2026-01-30, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Electronic Power Industrial Development 130660 | +20.5% | 16,100 | ★ |
Kumyang Green Power 282720 | +16.1% | 12,080 | |
KEPCO Engineering & Construction Company 052690 | +12.2% | 148,200 | |
Daewoo Engineering & Construction 047040 | +9.2% | 5,590 | |
Taihan Cable & Solution 001440 | +8.8% | 33,500 | |
Bhi 083650 | +7.4% | 78,700 | |
G2Power 388050 | +6.3% | 9,500 | |
Doosan Enerbility 034020 | +5.8% | 96,500 | |
Taewoong 044490 | +5.8% | 32,150 | |
Woojin 105840 | +5.5% | 25,950 |
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Closing Thoughts
Battery, Holding Companies, Energy Storage (ESS) and Nuclear each carry a streak of 4. Whether those runs extend is the next point to track.
African Swine Fever (ASF) reappeared after a gap of 71 days with an average change of 10.64%. Farmsco led at 30.0%. Upcoming sessions will show whether such one-day moves persist.