Aug 10: 8 Strong Themes — Solar, Battery Recycling (Related)
8 strong themes — 1 running · 7 recurred. Top: Solar +17.1%.
Strong themes8
Top change+17.1%
LeaderG2Power
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 | G2Power | +29.61% | |
| Battery Recycling (Related) | Sebitchem | +30.00% | |
| Political Ties (Yoo Seong-min) | Samil Enterprise | +14.87% | |
| Shipbuilding / Shipbuilding Equipment | T. K | +18.05% | |
| Battery / EV | Cosmo Advanced Materials & Technology | +5.37% | |
| Nuclear | Sung Kwang Bend | +13.36% | |
| Steel Majors | SeAH Steel | +7.25% | |
| Construction Majors / Construction (Small & Mid Cap) | Heerim Architects & Planners | +6.18% |
Solar led the 2022-08-10 session with an average change of 17.14%, as G2Power rose 29.61%. News reports linked the jump to an ex-rights effect from a bonus share issue.
Battery Recycling (Related) followed with an average change of 16.22%, with all 3 stocks rising. Sebitchem led at 30.0%, while Cosmochemical gained 11.93%.
Breadth was widest in Shipbuilding / Shipbuilding Equipment, where all 7 stocks rose and T. K led at 18.05%. Construction Majors / Construction (Small & Mid Cap) went 9 for 9 with an average change of 3.64%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 2 days | +17.1% | 2/3 | G2Power |
| 2 | Battery Recycling (Related) | recurred after 6 days | +16.2% | 3/3 | Sebitchem |
| 3 | Political Ties (Yoo Seong-min) | recurred after 132 days | +9.9% | 3/3 | Samil Enterprise |
| 4 | Shipbuilding / Shipbuilding Equipment | recurred after 117 days | +8.0% | 7/7 | T. K |
| 5 | Battery / EV | 2 days running | +5.8% | 2/2 | Cosmo Advanced Materials & Technology |
| 6 | Nuclear | recurred after 2 days | +5.3% | 5/5 | Sung Kwang Bend |
| 7 | Steel Majors | recurred after 145 days | +4.6% | 3/4 | SeAH Steel |
| 8 | Construction Majors / Construction (Small & Mid Cap) | recurred after 5 days | +3.6% | 9/9 | Heerim Architects & Planners |
Theme by Theme
1. Solar (recurred after 2 days)
- Episode: started 2022-08-10, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
G2Power 388050 | +29.6% | 11,950 | ★ |
S-Energy 095910 | +4.7% | 4,273 | |
OCI Holdings Company 010060 | - | - |
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2. Battery Recycling (Related) (recurred after 6 days)
- Episode: started 2022-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sebitchem 107600 | +30.0% | 89,700 | ★ |
Cosmochemical 005420 | +11.9% | 21,696 | |
SungEel HiTech 365340 | +6.7% | 92,100 |
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3. Political Ties (Yoo Seong-min) (recurred after 132 days)
- Episode: started 2022-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samil Enterprise 002290 | +14.9% | 4,520 | ★ |
DaishinInformation 020180 | +9.7% | 1,360 | |
Hankuk Steel Wire 025550 | +5.0% | 4,915 |
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4. Shipbuilding / Shipbuilding Equipment (recurred after 117 days)
- Episode: started 2022-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
T. K 023160 | +18.1% | 16,350 | ★ |
Sung Kwang Bend 014620 | +13.4% | 14,000 | |
Hy-lok 013030 | +9.7% | 22,100 | |
Hanwha Ocean 042660 | +5.8% | 19,323 | |
HD Hyundai Heavy Industries 329180 | +4.1% | 139,500 | |
Cape Industries 064820 | +3.1% | 4,785 | |
Samsung Heavy Industries 010140 | +2.1% | 5,950 |
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5. Battery / EV (2 days running)
- Episode: started 2022-08-09, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Enchem 348370 | +6.3% | 57,600 | |
Cosmo Advanced Materials & Technology 005070 | +5.4% | 62,035 | ★ |
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6. Nuclear (recurred after 2 days)
- Episode: started 2022-08-10, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Sung Kwang Bend 014620 | +13.4% | 14,000 | ★ |
Bhi 083650 | +6.8% | 8,190 | |
KEPCO Engineering & Construction Company 052690 | +2.6% | 71,600 | |
Doosan Enerbility 034020 | +2.3% | 20,200 | |
Iljin Power 094820 | +1.6% | 18,700 |
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7. Steel Majors (recurred after 145 days)
- Episode: started 2022-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SeAH Steel 306200 | +7.2% | 177,500 | ★ |
Daehan Steel 084010 | +5.5% | 10,936 | |
POSCO Holdings 005490 | +1.0% | 248,500 | |
Dongkuk Holdings 001230 | - | - |
8. Construction Majors / Construction (Small & Mid Cap) (recurred after 5 days)
- Episode: started 2022-08-10, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Engineering & Construction 000720 | +7.5% | 46,350 | |
Heerim Architects & Planners 037440 | +6.2% | 9,100 | ★ |
Nam Hwa Construction Company 091590 | +3.6% | 7,800 | |
Sambu Construction 001470 | +3.1% | 2,130 | |
GS Engineering & Construction 006360 | +2.8% | 31,800 | |
Namkwang Engineering & Construction 001260 | +2.7% | 11,250 | |
Taeyoung Engineering & Construction 009410 | +2.5% | 14,303 | |
Daewoo Engineering & Construction 047040 | +2.5% | 5,420 | |
DL E&c 375500 | +1.9% | 43,450 |
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Closing Thoughts
Battery / EV is the only theme on a streak, now 2 sessions long with an average change of 5.82%. Its episode in the data runs to 2022-08-11.
Nuclear began an episode that runs to 2022-08-16, lasting 7 days in the data. Sung Kwang Bend, up 13.36%, appears in both this theme and Shipbuilding / Shipbuilding Equipment.