Apr 9: 8 Strong Themes — Steel (Small & Mid Cap), Defense & War

April 9, 2026 · #Steel (Small & Mid Cap) #Defense & War #Steel Pipe #Plastic Alternatives & Biodegradables #Oil Refining #LPG (Liquefied Petroleum Gas) #Media (Broadcast & Press) #Steel Majors

8 strong themes — 1 running · 7 recurred. Top: Steel (Small & Mid Cap) +14.5%.

Strong themes8 Top change+14.5% LeaderKeum Kang Steel

Average change by strong theme

Average change of member stocks, by theme · descending
Steel (Small & Mid Cap)
+14.5%
Defense & War
+10.3%
Steel Pipe
+6.5%
Plastic Alternatives & Biodegradables
+4.4%
Oil Refining
+3.6%
LPG (Liquefied Petroleum Gas)
+3.2%
Media (Broadcast & Press)
+2.7%
Steel Majors
+2.6%

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
Steel (Small & Mid Cap)Keum Kang Steel+29.98%
Defense & WarFirstec+29.92%
Steel PipeHisteel+13.07%
Plastic Alternatives & BiodegradablesJinyoung+4.63%
Oil RefiningS-Oil+6.69%
LPG (Liquefied Petroleum Gas)HeunguOil+2.12%
Media (Broadcast & Press)YTN+4.78%
Steel MajorsKisco+2.53%

Steel led the Apr 9 session. Steel (Small & Mid Cap) posted an average change of 14.52%, with all 10 stocks in the theme closing higher.

Keum Kang Steel led the group at 29.98%, and Bookook Steel gained 29.85%. Steel Pipe added an average change of 6.45%, led by Histeel.

Defense & War posted an average change of 10.28%, with all 9 stocks up. Firstec led the theme at 29.92%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Steel (Small & Mid Cap)recurred after 6 days+14.5%10/10Keum Kang Steel
2Defense & Warrecurred after 2 days+10.3%9/9Firstec
3Steel Piperecurred after 6 days+6.5%8/8Histeel
4Plastic Alternatives & Biodegradablesrecurred after 2 days+4.4%6/6Jinyoung
5Oil Refiningrecurred after 3 days+3.6%3/3S-Oil
6LPG (Liquefied Petroleum Gas)recurred after 7 days+3.2%6/6HeunguOil
7Media (Broadcast & Press)recurred after 153 days+2.7%7/7YTN
8Steel Majors2 days running+2.6%10/10Kisco

Theme by Theme

1. Steel (Small & Mid Cap) (recurred after 6 days)

StockChangeCloseLeader
Keum Kang Steel 053260+30.0%5,810★
Bookook Steel 026940+29.9%2,675
Dongil Steelux 023790+15.3%1,125
Nexteel 092790+14.8%16,830
Histeel 071090+13.1%4,325
Dong Il Steel MFG 002690+11.5%1,770
Moonbae Steel 008420+8.4%2,460
KBI Dong Yang Steel Pipe 008970+8.2%1,998
Ajusteel 139990+7.6%3,245
NI Steel 008260+6.6%3,815

Related news

2. Defense & War (recurred after 2 days)

StockChangeCloseLeader
Firstec 010820+29.9%9,770★
HanilForgingIndustrial 024740+15.0%3,300
DYC 310870+9.7%1,796
WaveElectronics 095270+8.9%6,010
Vitzrocell 082920+7.0%41,550
Victek 065450+6.7%5,200
RF Materials 327260+5.4%75,700
Korea Aerospace Industries 047810+5.0%199,900
Hanwha Systems 272210+5.0%137,100

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3. Steel Pipe (recurred after 6 days)

StockChangeCloseLeader
Nexteel 092790+14.8%16,830
Histeel 071090+13.1%4,325★
KBI Dong Yang Steel Pipe 008970+8.2%1,998
SeAH Steel 306200+7.4%152,400
Ust 263770+3.5%2,090
Husteel 005010+2.7%5,780
Korea Castiron Pipe Ind 000970+1.0%6,980
Irem 009730+1.0%515

4. Plastic Alternatives & Biodegradables (recurred after 2 days)

StockChangeCloseLeader
Hankuk Package 037230+8.0%2,370
Ecoplastic 038110+6.3%3,730
Jinyoung 285800+4.6%2,055★
Serim B&G 340440+4.2%2,005
Samryoong 014970+2.2%7,750
CTK 260930+1.3%3,880

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5. Oil Refining (recurred after 3 days)

StockChangeCloseLeader
S-Oil 010950+6.7%119,600★
SK Innovation 096770+3.0%124,000
GS Holdings 078930+1.2%69,400

Related news

6. LPG (Liquefied Petroleum Gas) (recurred after 7 days)

StockChangeCloseLeader
S-Oil 010950+6.7%119,600
Joong Ang Enervis 000440+4.2%20,800
SK Innovation 096770+3.0%124,000
HeunguOil 024060+2.1%19,240★
Kukdong Oil & Chemicals 014530+2.0%3,840
GS Holdings 078930+1.2%69,400

7. Media (Broadcast & Press) (recurred after 153 days)

StockChangeCloseLeader
ContentreeJoongAng 036420+8.7%5,980
YTN 040300+4.8%3,290★
KT Skylife 053210+1.9%4,730
iMBC 052220+1.5%3,060
Korea New Network 058400+1.4%732
Seoul Broadcasting System 034120+0.6%15,170
TBC 033830+0.2%612

8. Steel Majors (2 days running)

StockChangeCloseLeader
SeAH Steel 306200+7.4%152,400
Hyundai Steel Company 004020+3.6%39,200
Daehan Steel 084010+3.4%11,710
Dongkuk Steel Mill 460860+2.6%10,250
Kisco 104700+2.5%9,730★
Dongkuk Coated Metal 460850+1.7%5,470
KG Dongbusteel 016380+1.5%5,500
POSCO Holdings 005490+1.2%367,000
SeAH Besteel Holdings 001430+1.0%69,500
Kiswire 002240+0.7%21,200

Closing Thoughts

Energy-linked themes also rose. Oil Refining posted an average change of 3.62%, with S-Oil up 6.69%. Headlines pointed to strains in the US-Iran ceasefire and worries about a Hormuz blockade.

Steel Majors reached a streak of 2 with an average change of 2.56%. Media (Broadcast & Press) came back after a 153-day gap. Later sessions will show whether this breadth holds.