Jul 28: 8 Strong Themes — Metals (Non-Ferrous), Solar
8 strong themes — 8 recurred. Top: Metals (Non-Ferrous) +16.6%.
Strong themes8
Top change+16.6%
LeaderChoil Aluminum
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 |
|---|---|---|---|
| Metals (Non-Ferrous) | Choil Aluminum | +29.74% | |
| Solar | G2Power | +17.90% | |
| Battery | KG Chemical | +15.52% | |
| Foldable Phones / Galaxy Supply Chain | Uti | +14.99% | |
| Wind | CS Wind | +10.23% | |
| Toss | E-world | +5.36% | |
| Defense & War | Firstec | +4.99% | |
| Semiconductors | Foosung | +3.04% |
Eight themes ran hot on Jul 28, 2022, led by Metals (Non-Ferrous) at an average change of 16.57%. All three of its stocks closed higher.
Choil Aluminum led the group with a 29.74% gain on news of a US battery-materials joint venture. Sama Aluminium rose 14.17% and Namsun Aluminium 5.79%.
Solar posted an average change of 12.66%, with 6 of 7 stocks up. Battery followed at 10.42% as Posco Future M rose 16.81%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Metals (Non-Ferrous) | recurred after 72 days | +16.6% | 3/3 | Choil Aluminum |
| 2 | Solar | recurred after 3 days | +12.7% | 6/7 | G2Power |
| 3 | Battery | recurred after 8 days | +10.4% | 5/5 | KG Chemical |
| 4 | Foldable Phones / Galaxy Supply Chain | recurred after 202 days | +7.7% | 4/4 | Uti |
| 5 | Wind | recurred after 30 days | +7.3% | 5/5 | CS Wind |
| 6 | Toss | recurred after 7 days | +3.6% | 2/2 | E-world |
| 7 | Defense & War | recurred after 3 days | +3.0% | 4/4 | Firstec |
| 8 | Semiconductors | recurred after 7 days | +2.6% | 4/4 | Foosung |
Theme by Theme
1. Metals (Non-Ferrous) (recurred after 72 days)
- Episode: started 2022-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Choil Aluminum 018470 | +29.7% | 2,225 | ★ |
Sama Aluminium 006110 | +14.2% | 20,950 | |
Namsun Aluminium 008350 | +5.8% | 2,285 |
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2. Solar (recurred after 3 days)
- Episode: started 2022-07-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Solutions 009830 | +20.4% | 49,718 | |
G2Power 388050 | +17.9% | 11,133 | ★ |
HD Hyundai Energy Solutions 322000 | +14.0% | 40,800 | |
Hansol Technics 004710 | +11.0% | 5,891 | |
LS ELECTRIC 010120 | +7.7% | 11,540 | |
SDN Company 099220 | +5.1% | 2,660 | |
OCI Holdings Company 010060 | - | - |
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3. Battery (recurred after 8 days)
- Episode: started 2022-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco Future M 003670 | +16.8% | 131,342 | |
KG Chemical 001390 | +15.5% | 5,730 | ★ |
DI Dong Il 001530 | +8.3% | 16,024 | |
LG Chem 051910 | +5.8% | 598,000 | |
LG Energy Solution 373220 | +5.6% | 415,500 |
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4. Foldable Phones / Galaxy Supply Chain (recurred after 202 days)
- Episode: started 2022-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Uti 179900 | +15.0% | 25,700 | ★ |
Intops 049070 | +5.7% | 33,600 | |
Amogreentech 125210 | +5.3% | 12,850 | |
BHCo 090460 | +4.6% | 29,400 |
5. Wind (recurred after 30 days)
- Episode: started 2022-07-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
CS Wind 112610 | +10.2% | 52,800 | ★ |
CS Bearing 297090 | +9.4% | 10,100 | |
SK oceanplant 100090 | +6.7% | 22,300 | |
Dongkuk Structures & Construction 100130 | +6.0% | 6,160 | |
Unison 018000 | +4.3% | 2,035 |
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- [장중수급포착] 씨에스윈드, 외국인/기관 동시 순매수… 주가 +10.65% — 뉴스핌 (Korean)
6. Toss (recurred after 7 days)
- Episode: started 2022-07-28, day 1
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7. Defense & War (recurred after 3 days)
- Episode: started 2022-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Firstec 010820 | +5.0% | 3,680 | ★ |
Hanwha Aerospace 012450 | +2.9% | 54,701 | |
HanilForgingIndustrial 024740 | +2.5% | 3,025 | |
Korea Aerospace Industries 047810 | +1.7% | 55,200 |
8. Semiconductors (recurred after 7 days)
- Episode: started 2022-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KoMi 183300 | +3.8% | 26,127 | |
Tokai Carbon Korea 064760 | +3.3% | 129,800 | |
Foosung 093370 | +3.0% | 18,214 | ★ |
Samsung Electronics 005930 | +0.2% | 61,900 |
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Closing Thoughts
The Solar and Wind episodes both carry an end date of 2022-07-29, so the next session will show whether they extend. Wind averaged 7.34%, led by CS Wind at 10.23%.
Metals (Non-Ferrous) returned after a gap of 72 days, while Foldable Phones / Galaxy Supply Chain reappeared after 202 days. Every theme on the list has a streak of 1.