Mar 31: 8 Strong Themes — Nuclear, Auto Parts
8 strong themes — 1 running · 7 recurred. Top: Nuclear +8.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Nuclear | G2Power | +26.40% | |
| Auto Parts | DY Deokyang | +5.71% | |
| Solar | G2Power | +26.40% | |
| Wind | POSCO Holdings | +8.39% | |
| Shipbuilding Equipment | Medicox | +6.56% | |
| Space & Aerospace | Intellian Technologies | +1.74% | |
| Car Majors | Kia | +2.02% | |
| Shipbuilding | HD Korea Shipbuilding & Offshore Engineering | +0.91% |
Nuclear led the 2023-03-31 session with an average change of 8.47%, and all 10 of its stocks closed higher. Auto Parts followed at 4.53%, with Solar close behind at 4.46%.
G2Power stood out, jumping 26.4% on volume of 49660118 shares. It led both Nuclear and Solar, while Iljin Power added 14.31%.
Every stock rose in seven of the eight themes. Shipbuilding was the exception, with Hyundai Industrial at -0.97%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | recurred after 16 days | +8.5% | 10/10 | G2Power |
| 2 | Auto Parts | recurred after 29 days | +4.5% | 10/10 | DY Deokyang |
| 3 | Solar | recurred after 2 days | +4.5% | 10/10 | G2Power |
| 4 | Wind | recurred after 2 days | +3.2% | 10/10 | POSCO Holdings |
| 5 | Shipbuilding Equipment | recurred after 3 days | +2.4% | 9/9 | Medicox |
| 6 | Space & Aerospace | 2 days running | +2.4% | 9/9 | Intellian Technologies |
| 7 | Car Majors | recurred after 16 days | +1.4% | 5/5 | Kia |
| 8 | Shipbuilding | recurred after 3 days | +0.5% | 3/4 | HD Korea Shipbuilding & Offshore Engineering |
Theme by Theme
1. Nuclear (recurred after 16 days)
- Episode: started 2023-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
G2Power 388050 | +26.4% | 11,970 | ★ |
Iljin Power 094820 | +14.3% | 15,020 | |
Bhi 083650 | +11.6% | 7,720 | |
Woojin 105840 | +6.2% | 9,790 | |
Bosung Power Technology 006910 | +5.8% | 4,120 | |
HRS 036640 | +4.3% | 6,350 | |
Orbitech 046120 | +4.2% | 4,420 | |
Seojeon Electric Machinery 189860 | +4.2% | 6,680 | |
Doosan Enerbility 034020 | +4.0% | 17,000 | |
Enertork 019990 | +3.8% | 9,890 |
2. Auto Parts (recurred after 29 days)
- Episode: started 2023-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seojin Automotive 122690 | +8.1% | 3,990 | |
DY Deokyang 024900 | +5.7% | 3,890 | ★ |
Daeho Al 069460 | +4.9% | 8,260 | |
YM 007530 | +4.8% | 3,515 | |
iWIN 090150 | +4.7% | 1,890 | |
Sewon 024830 | +3.9% | 7,690 | |
Pungkang 093380 | +3.8% | 4,130 | |
Sewon Precision Industry 021820 | +3.3% | 7,200 | |
Seoyon E-hwa 200880 | +3.1% | 13,670 | |
Samsung Climate Control 006660 | +3.0% | 11,850 |
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3. Solar (recurred after 2 days)
- Episode: started 2023-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
G2Power 388050 | +26.4% | 11,970 | ★ |
DaejooElectronicMaterials 078600 | +4.1% | 101,900 | |
Shinsung E&g 011930 | +4.0% | 18,330 | |
Hanwha Solutions 009830 | +3.5% | 50,652 | |
Soosan Industries 126720 | +1.8% | 22,500 | |
Hanwha 000880 | +1.2% | 26,250 | |
UniTest 086390 | +1.1% | 14,080 | |
OCI Company 456040 | +1.0% | 102,300 | |
Advanced Nano Products 121600 | +0.9% | 145,400 | |
Dae Myoung Energy 389260 | +0.7% | 27,450 |
4. Wind (recurred after 2 days)
- Episode: started 2023-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
POSCO Holdings 005490 | +8.4% | 368,000 | ★ |
Doosan Enerbility 034020 | +4.0% | 17,000 | |
Daechang Solution 096350 | +3.9% | 1,470 | |
Dongkuk Structures & Construction 100130 | +3.3% | 4,800 | |
KEPCO Engineering & Construction Company 052690 | +3.0% | 75,000 | |
Woori Technology, Incorporation 032820 | +2.8% | 1,465 | |
Hyosung 004800 | +2.0% | 52,074 | |
Taewoong 044490 | +1.9% | 12,340 | |
LS 006260 | +1.4% | 79,600 | |
SeAH Steel Holdings 003030 | +1.2% | 144,800 |
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5. Shipbuilding Equipment (recurred after 3 days)
- Episode: started 2023-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Medicox 054180 | +6.6% | 22,425 | ★ |
Daechang Solution 096350 | +3.9% | 1,470 | |
Jokwang I.L.I 044060 | +2.5% | 1,065 | |
Taewoong 044490 | +1.9% | 12,340 | |
KSP 073010 | +1.6% | 1,741 | |
Inhwa Precision 101930 | +1.4% | 1,996 | |
T. K 023160 | +1.4% | 16,920 | |
S&W 103230 | +1.4% | 3,750 | |
Finebesteel 133820 | +1.1% | 1,819 |
6. Space & Aerospace (2 days running)
- Episode: started 2023-03-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Systems 272210 | +4.8% | 13,860 | |
Kencoa Aerospace 274090 | +3.3% | 17,970 | |
SuNAM 294630 | +2.8% | 2,550 | |
Hanwha Aerospace 012450 | +2.7% | 101,050 | |
Hanyang Eng 045100 | +2.1% | 15,620 | |
Taewoong 044490 | +1.9% | 12,340 | |
Intellian Technologies 189300 | +1.7% | 90,613 | ★ |
Korea Aerospace Industries 047810 | +1.2% | 47,400 | |
Hanwha 000880 | +1.2% | 26,250 |
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7. Car Majors (recurred after 16 days)
- Episode: started 2023-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kia 000270 | +2.0% | 81,000 | ★ |
Hyundai Motor 005380 | +1.8% | 184,500 | |
Hanon Systems 018880 | +1.5% | 8,161 | |
Hyundai Mobis 012330 | +1.4% | 216,000 | |
Hyundai Wia 011210 | +0.2% | 56,000 |
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8. Shipbuilding (recurred after 3 days)
- Episode: started 2023-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Heavy Industries 010140 | +1.6% | 5,170 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +0.9% | 77,500 | ★ |
HJ Shipbuilding & Construction 097230 | +0.4% | 3,640 | |
Hyundai Industrial 170030 | -1.0% | 7,180 |
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Closing Thoughts
Almost every theme came back after a gap and lasted only one day, so the open question is whether any of them carries into the next session. Space & Aerospace is the only theme already on a streak of 2.
News may stay a factor. Fitch raised its outlook on Hyundai Motor and Kia, and POSCO Holdings gained 8.39% as headlines cited IRA expectations.