Jun 10: 7 Strong Themes — Shipbuilding Equipment, Solar
7 strong themes — 2 running · 5 recurred. Top: Shipbuilding Equipment +8.3%.
Strong themes7
Top change+8.3%
LeaderTMC
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 |
|---|---|---|---|
| Shipbuilding Equipment | TMC | +29.74% | |
| Solar | SK eternix | +29.87% | |
| Defense & War | MNC Solution | +9.56% | |
| Department Stores | Shinsegae | +9.77% | |
| Steel (Small & Mid Cap) | SK oceanplant | +16.16% | |
| Shipbuilding | Hanwha Ocean | +7.83% | |
| Steel Majors | Kisco | +7.87% |
On Jun 10, all seven strong themes closed with every member stock higher. Shipbuilding Equipment led with an average change of 8.33%, and all 10 of its stocks rose.
Solar rose for a second straight day, with an average change of 7.62%. Its leader, SK eternix, jumped 29.87%, and news that day cited reports of a KKR deal.
Defense & War returned after a 6-day gap with an average change of 6.78%. Department Stores rose for a second day, led by Shinsegae at 9.77%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding Equipment | recurred after 15 days | +8.3% | 10/10 | TMC |
| 2 | Solar | 2 days running | +7.6% | 10/10 | SK eternix |
| 3 | Defense & War | recurred after 6 days | +6.8% | 10/10 | MNC Solution |
| 4 | Department Stores | 2 days running | +5.6% | 5/5 | Shinsegae |
| 5 | Steel (Small & Mid Cap) | recurred after 20 days | +5.3% | 10/10 | SK oceanplant |
| 6 | Shipbuilding | recurred after 15 days | +4.0% | 5/5 | Hanwha Ocean |
| 7 | Steel Majors | recurred after 20 days | +2.5% | 8/8 | Kisco |
Theme by Theme
1. Shipbuilding Equipment (recurred after 15 days)
- Episode: started 2026-06-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TMC 217590 | +29.7% | 22,600 | ★ |
SK oceanplant 100090 | +16.2% | 16,890 | |
HD Hyundai Marine Solution 443060 | +9.1% | 229,000 | |
STX Engine 077970 | +6.0% | 32,800 | |
Sejin Heavy Industries 075580 | +5.2% | 13,930 | |
KSP 073010 | +4.8% | 3,610 | |
Sung Kwang Bend 014620 | +3.2% | 28,900 | |
T. K 023160 | +3.1% | 28,200 | |
Atum 355690 | +3.1% | 4,545 | |
Hanla IMS 092460 | +3.0% | 18,640 |
2. Solar (2 days running)
- Episode: started 2026-06-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SK eternix 475150 | +29.9% | 44,350 | ★ |
Development Advance Solution 058730 | +8.9% | 2,580 | |
Dae Myoung Energy 389260 | +7.8% | 14,000 | |
LS ELECTRIC 010120 | +7.5% | 236,000 | |
KoMi 183300 | +6.9% | 107,100 | |
Jusung Engineering 036930 | +3.8% | 199,000 | |
Hanwha Solutions 009830 | +3.0% | 36,600 | |
Hanwha 000880 | +2.9% | 119,200 | |
OCI Holdings Company 010060 | +2.9% | 263,500 | |
HD Hyundai Energy Solutions 322000 | +2.6% | 147,800 |
Related news
- [특징주] SK이터닉스, KKR 거래설에 상한가…거래대금 800억 돌파 — EBN (Korean)
- [특징주] SK이터닉스, 신재생에너지 사업 재편 기대감에 ‘上’ — 메트로경제 (Korean)
- [특징주] SK이터닉스·SK오션플랜트, SK 신재생 사업 매각 소식에 동반 강세 — 이투데이 (Korean)
3. Defense & War (recurred after 6 days)
- Episode: started 2026-06-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MNC Solution 484870 | +9.6% | 69,900 | ★ |
LIG Defense&Aerospace 079550 | +9.0% | 790,000 | |
Hanwha Ocean 042660 | +7.8% | 110,200 | |
Korea Aerospace Industries 047810 | +7.8% | 137,600 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +6.3% | 385,500 | |
SNT Dynamics 003570 | +6.3% | 42,300 | |
STX Engine 077970 | +6.0% | 32,800 | |
Hanwha Systems 272210 | +5.8% | 91,600 | |
Hyundai-Rotem 064350 | +4.7% | 189,400 | |
Firstec 010820 | +4.7% | 8,070 |
Related news
- [장중수급포착] 엠앤씨솔루션, 외국인 8일 연속 순매수행진… 주가 +2.66% — 뉴스핌 (Korean)
4. Department Stores (2 days running)
- Episode: started 2026-06-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsegae 004170 | +9.8% | 685,000 | ★ |
Lotte Shopping 023530 | +7.5% | 195,500 | |
Daegu Department Store 006370 | +4.3% | 5,200 | |
GwangjuShinsegae 037710 | +4.1% | 35,500 | |
Hyundai Department Store 069960 | +2.5% | 170,900 |
Related news
- “신세계, 목표가 35%↑…증시활황·관광호조 수혜”-키움 — 머니투데이 (Korean)
- [ET특징주]신세계, 백화점 호조 기대감에 상승세 — 전자신문 (Korean)
- “백화점 매출 호조”…신세계, 증권가 목표가 줄상향에 7%대↑[특징주] — 이데일리 (Korean)
5. Steel (Small & Mid Cap) (recurred after 20 days)
- Episode: started 2026-06-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK oceanplant 100090 | +16.2% | 16,890 | ★ |
Moonbae Steel 008420 | +12.7% | 2,400 | |
Keum Kang Steel 053260 | +6.0% | 4,745 | |
Dongyang S·TEC 060380 | +5.1% | 1,171 | |
Hanil Iron & Steel 002220 | +3.4% | 5,870 | |
KBI Dong Yang Steel Pipe 008970 | +3.1% | 1,343 | |
Youngwire 012160 | +2.9% | 386 | |
Bookook Steel 026940 | +1.7% | 1,943 | |
Ust 263770 | +1.3% | 1,694 | |
Husteel 005010 | +1.2% | 4,655 |
6. Shipbuilding (recurred after 15 days)
- Episode: started 2026-06-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +7.8% | 110,200 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +6.3% | 385,500 | |
HD Hyundai Heavy Industries 329180 | +4.7% | 641,000 | |
Samsung Heavy Industries 010140 | +0.6% | 26,000 | |
Daehan Shipbuilding 439260 | +0.3% | 61,100 |
7. Steel Majors (recurred after 20 days)
- Episode: started 2026-06-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kisco 104700 | +7.9% | 8,910 | ★ |
KG Dongbusteel 016380 | +6.3% | 5,710 | |
SeAH Steel 306200 | +3.3% | 142,200 | |
Posco Steeleon 058430 | +0.8% | 5,160 | |
SeAH Besteel Holdings 001430 | +0.7% | 46,150 | |
Dongkuk Coated Metal 460850 | +0.6% | 5,180 | |
Dongkuk Steel Mill 460860 | +0.3% | 9,130 | |
Daehan Steel 084010 | +0.2% | 7,960 |
Related news
- [장중수급포착] 한국철강, 외국인/기관 동시 순매수… 주가 +12.23% — 뉴스핌 (Korean)
- 한국철강, 100억 규모 자사주 취득 신탁계약 체결 — 헤럴드경제 (Korean)
Closing Thoughts
Solar and Department Stores are the only themes on a 2-day streak. A third session would show whether these moves can last.
Shipbuilding Equipment, Shipbuilding and both steel themes came back after gaps of 15 and 20 days. The next sessions will show whether these one-day runs turn into streaks.