Oct 20: 3 Strong Themes — Nuclear, Wind
3 strong themes — 3 recurred. Top: Nuclear +12.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Nuclear | G2Power | +29.95% | |
| Wind | KEPCO Engineering & Construction Company | +8.35% | |
| Drones | Firstec | +1.31% |
On Oct 20, Nuclear led the session with an average change of 12.87%. All 10 of its stocks rose, led by G2Power at 29.95%.
Hanshin Machinery followed at 24.13%, with headlines citing KHNP nuclear order news. Wind posted an average change of 4.34%, with all 9 of its stocks higher.
Drones returned after a gap of 707 days, with an average change of 1.53%. All 7 of its stocks rose, and Kencoa Aerospace was on top at 3.27%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | recurred after 30 days | +12.9% | 10/10 | G2Power |
| 2 | Wind | recurred after 2 days | +4.3% | 9/9 | KEPCO Engineering & Construction Company |
| 3 | Drones | recurred after 707 days | +1.5% | 7/7 | Firstec |
Theme by Theme
1. Nuclear (recurred after 30 days)
- Episode: started 2022-10-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
G2Power 388050 | +29.9% | 7,550 | ★ |
Hanshin Machinery 011700 | +24.1% | 7,510 | |
DaeChang Steel 140520 | +14.0% | 3,010 | |
Woojin 105840 | +11.1% | 9,200 | |
Bhi 083650 | +9.5% | 5,860 | |
Jokwang I.L.I 044060 | +8.6% | 1,385 | |
Iljin Power 094820 | +8.6% | 13,850 | |
KEPCO Engineering & Construction Company 052690 | +8.3% | 54,500 | |
Aprogen 007460 | +7.5% | 2,983 | |
Bosung Power Technology 006910 | +6.8% | 4,315 |
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2. Wind (recurred after 2 days)
- Episode: started 2022-10-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KEPCO Engineering & Construction Company 052690 | +8.3% | 54,500 | ★ |
KolonGlobal 003070 | +5.4% | 14,009 | |
Doosan Enerbility 034020 | +5.2% | 14,050 | |
Samyoung M-tek C0 054540 | +4.7% | 4,090 | |
Woori Technology, Incorporation 032820 | +4.1% | 1,385 | |
Dae Myoung Energy 389260 | +3.2% | 22,300 | |
Seoam Machinery Industry 100660 | +3.0% | 5,510 | |
LS 006260 | +2.6% | 63,800 | |
SeAH Steel Holdings 003030 | +2.4% | 147,000 |
Related news
- [특징주] 한전기술, 한수원 폴란드 원전 신축 소식에 7%↑ — 이투데이 (Korean)
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3. Drones (recurred after 707 days)
- Episode: started 2022-10-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +3.3% | 14,200 | |
CJ Logistics 000120 | +2.2% | 85,000 | |
Makus 093520 | +1.4% | 6,400 | |
Firstec 010820 | +1.3% | 3,095 | ★ |
Hanwha Aerospace 012450 | +1.2% | 61,221 | |
Korea Aerospace Industries 047810 | +1.1% | 43,200 | |
KT 030200 | +0.3% | 35,350 |
Closing Thoughts
KEPCO Engineering & Construction Company appeared in both Nuclear and Wind and rose 8.35%. Each of the three themes has a streak of only 1 day so far.
Nuclear came back after a gap of 30 days, and Wind after just 2 days. The next data point is whether these themes continue past Oct 20.