Jun 30: 8 Strong Themes — Auto Parts, EV
8 strong themes — 1 running · 7 recurred. Top: Auto Parts +18.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Auto Parts | Sambo Motors | +21.82% | |
| EV | Sambo Motors | +21.82% | |
| Power Equipment | PNC Technologies | +18.78% | |
| Hydrogen (Fuel Cells, Vehicles) | Sambo Motors | +21.82% | |
| Pharma | Dae Hwa Pharm | +15.77% | |
| Construction Equipment | DY Power | +7.38% | |
| Ukraine Reconstruction | Kukbo | +4.27% | - |
| Shipbuilding Equipment | Hy-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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Auto Parts | recurred after 4 days | +18.5% | 9/9 | Sambo Motors |
| 2 | EV | 2 days running | +18.1% | 9/9 | Sambo Motors |
| 3 | Power Equipment | recurred after 14 days | +8.3% | 10/10 | PNC Technologies |
| 4 | Hydrogen (Fuel Cells, Vehicles) | recurred after 2 days | +7.6% | 8/9 | Sambo Motors |
| 5 | Pharma | recurred after 29 days | +5.8% | 9/9 | Dae Hwa Pharm |
| 6 | Construction Equipment | recurred after 4 days | +4.2% | 9/9 | DY Power |
| 7 | Ukraine Reconstruction | recurred after 4 days | +4.1% | 7/7 | Kukbo |
| 8 | Shipbuilding Equipment | recurred after 3 days | +3.9% | 10/10 | Hy-lok |
Theme by Theme
1. Auto Parts (recurred after 4 days)
- Episode: started 2023-06-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-06-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-06-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-06-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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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- 삼보모터스, 현대차 부품 수주 소식에 21% 급등 — 한국경제 (Korean)
- [특징주]삼보모터스, 대규모 전기차 부품 공급계약 소식에 27%대↑ — 이데일리 (Korean)
5. Pharma (recurred after 29 days)
- Episode: started 2023-06-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-06-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-06-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-06-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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.