Jun 30: 8 Strong Themes — Auto Parts, EV

June 30, 2023 · #Auto Parts #EV #Power Equipment #Hydrogen (Fuel Cells, Vehicles) #Pharma #Construction Equipment #Ukraine Reconstruction #Shipbuilding Equipment

8 strong themes — 1 running · 7 recurred. Top: Auto Parts +18.5%.

Strong themes8 Top change+18.5% LeaderSambo Motors

Average change by strong theme

Average change of member stocks, by theme · descending
Auto Parts
+18.5%
EV
+18.1%
Power Equipment
+8.3%
Hydrogen (Fuel Cells, Vehicles)
+7.6%
Pharma
+5.8%
Construction Equipment
+4.2%
Ukraine Reconstruction
+4.1%
Shipbuilding Equipment
+3.9%

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 -
ThemeLeaderChangeTrend
Auto PartsSambo Motors+21.82%
EVSambo Motors+21.82%
Power EquipmentPNC Technologies+18.78%
Hydrogen (Fuel Cells, Vehicles)Sambo Motors+21.82%
PharmaDae Hwa Pharm+15.77%
Construction EquipmentDY Power+7.38%
Ukraine ReconstructionKukbo+4.27%-
Shipbuilding EquipmentHy-lok+6.25%

Car-related names led the 2023-06-30 session. Auto Parts posted an average change of 18.49% with all 9 stocks higher, and EV followed at 18.08%.

Sambo Motors led both themes, rising 21.82% as headlines cited a Hyundai EV parts order. Almac jumped 99.0%, the largest move in either list.

Outside autos, Power Equipment rose an average of 8.35% with all 10 names up, led by PNC Technologies at 18.78%. Pharma returned after a gap of 29 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Auto Partsrecurred after 4 days+18.5%9/9Sambo Motors
2EV2 days running+18.1%9/9Sambo Motors
3Power Equipmentrecurred after 14 days+8.3%10/10PNC Technologies
4Hydrogen (Fuel Cells, Vehicles)recurred after 2 days+7.6%8/9Sambo Motors
5Pharmarecurred after 29 days+5.8%9/9Dae Hwa Pharm
6Construction Equipmentrecurred after 4 days+4.2%9/9DY Power
7Ukraine Reconstructionrecurred after 4 days+4.1%7/7Kukbo
8Shipbuilding Equipmentrecurred after 3 days+3.9%10/10Hy-lok

Theme by Theme

1. Auto Parts (recurred after 4 days)

StockChangeCloseLeader
Almac 354320+99.0%99,500
Sambo Motors 053700+21.8%7,370★
Inzi Controls 023800+9.5%9,340
A-jin Industry 013310+8.2%6,182
DYC 310870+6.5%2,070
Korea Movenex 010100+5.8%3,730
Ilji Technology 019540+5.7%4,250
Sungwoo Hitech 015750+5.2%9,930
Dae-il 092200+4.6%6,180

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2. EV (2 days running)

StockChangeCloseLeader
Almac 354320+99.0%99,500
Sambo Motors 053700+21.8%7,370★
Inzi Controls 023800+9.5%9,340
A-jin Industry 013310+8.2%6,182
SFA Nexel 222080+6.3%13,750
Dae-il 092200+4.6%6,180
Hanjoo Light Metal 198940+4.5%7,810
LS ELECTRIC 010120+4.5%15,860
Hyundai Industrial 170030+4.3%8,800

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3. Power Equipment (recurred after 14 days)

StockChangeCloseLeader
PNC Technologies 237750+18.8%7,210★
Hyosung Heavy Industries 298040+14.3%114,900
Cheryong Electric 033100+10.1%19,180
Iljin Electric 103590+9.2%9,236
HD Hyundai Electric 267260+7.6%65,100
Cheryong Industrial 147830+5.9%4,745
Kwang Myung Electric 017040+5.7%2,870
LS ELECTRIC 010120+4.5%15,860
G2Power 388050+4.1%11,400
SemyungElectricMachinery 017510+3.3%3,420

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4. Hydrogen (Fuel Cells, Vehicles) (recurred after 2 days)

StockChangeCloseLeader
Sambo Motors 053700+21.8%7,370★
Hyosung Heavy Industries 298040+14.3%114,900
Inzi Controls 023800+9.5%9,340
Ilji Technology 019540+5.7%4,250
LS ELECTRIC 010120+4.5%15,860
Dit 110990+4.3%9,770
Global SM Tech 900070+4.2%1,640
HD-Hyundai Marine Engine 071970+4.1%7,310
E-tron 096040+0.0%271

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5. Pharma (recurred after 29 days)

StockChangeCloseLeader
Dae Hwa Pharm 067080+15.8%9,030★
GC Biopharma 006280+7.1%114,800
Sam Chun Dang Pharm 000250+6.0%54,900
Yuhan 000100+5.0%57,807
Daewoong Pharma 069620+4.7%96,300
Prestige BioPharma 950210+4.7%9,450
Prestige Biologics 334970+3.1%4,460
Seoul Pharma 018680+2.8%4,525
Hanall Biopharma 009420+2.7%20,750

6. Construction Equipment (recurred after 4 days)

StockChangeCloseLeader
DY Power 210540+7.4%14,990★
Daechang Forging 015230+5.0%7,630
Tera Science 073640+4.9%5,380
HD Hyundai Infracore 042670+4.8%11,960
HD Construction Equipment 267270+4.2%85,800
Jinsung T.e.c 036890+3.8%13,320
DaedongMetal 020400+2.7%4,894
Heungkuk Metaltech 010240+2.4%6,760
Hyundai Everdigm 041440+2.3%8,550

7. Ukraine Reconstruction (recurred after 4 days)

StockChangeCloseLeader
DY Power 210540+7.4%14,990
HD Hyundai Infracore 042670+4.8%11,960
Kukbo 001140+4.3%7,817★
HD Construction Equipment 267270+4.2%85,800
DASAN Networks 039560+3.5%5,350
Hyundai Everdigm 041440+2.3%8,550
Seoam Machinery Industry 100660+2.1%5,900

8. Shipbuilding Equipment (recurred after 3 days)

StockChangeCloseLeader
Hy-lok 013030+6.2%26,350★
Taewoong 044490+6.1%17,240
Finebesteel 133820+5.3%2,490
HD-Hyundai Marine Engine 071970+4.1%7,310
SK oceanplant 100090+3.8%20,150
Samyoung M-tek C0 054540+3.5%4,120
S&W 103230+3.1%4,810
Sung Kwang Bend 014620+2.5%14,990
T. K 023160+2.3%18,430
Oriental Precision & Engineering 014940+1.9%3,705

Closing Thoughts

EV is on a 2-day streak, and its episode runs from 2023-06-29 to 2023-07-03. Auto Parts returned after a 4-day gap, so the next test is whether it keeps going.

Hydrogen (Fuel Cells, Vehicles) had 8 of 9 stocks up, with E-tron at 0.0% on zero volume. That breadth trails the full sweeps in Construction Equipment and Shipbuilding Equipment.