Apr 15: 8 Strong Themes — Electric Cables, Metals (Non-Ferrous)

April 15, 2024 · #Electric Cables #Metals (Non-Ferrous) #Power Equipment #Shipbuilding Equipment #LPG (Liquefied Petroleum Gas) #Defense & War #Oil Refining #Shipbuilding

8 strong themes — 5 running · 3 recurred. Top: Electric Cables +9.2%.

Strong themes8 Top change+9.2% LeaderKBI Metal

Average change by strong theme

Average change of member stocks, by theme · descending
Electric Cables
+9.2%
Metals (Non-Ferrous)
+7.2%
Power Equipment
+4.1%
Shipbuilding Equipment
+3.4%
LPG (Liquefied Petroleum Gas)
+2.9%
Defense & War
+2.3%
Oil Refining
+2.0%
Shipbuilding
+1.6%

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
Electric CablesKBI Metal+29.80%
Metals (Non-Ferrous)PJ Metal+16.89%
Power EquipmentDawon Cable+12.79%
Shipbuilding EquipmentKSP+6.90%
LPG (Liquefied Petroleum Gas)HeunguOil+7.40%
Defense & WarDaesung Hi-Tech+3.08%
Oil RefiningS-Oil+1.65%
ShipbuildingHanwha Ocean+4.04%

Every theme in the data closed on 2024-04-15 with all of its listed stocks higher. Electric Cables led the group with an average change of 9.24%, and all 5 of its stocks rose.

KBI Metal led the cable group with a 29.8% gain, and Dawon Cable rose 12.79%. Metals (Non-Ferrous) came next with an average change of 7.17%, led by PJ Metal at 16.89%.

News headlines linked the gains in LPG (Liquefied Petroleum Gas), Oil Refining and Defense & War to Middle East risk. HeunguOil led LPG (Liquefied Petroleum Gas) with a 7.4% rise.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Electric Cables2 days running+9.2%5/5KBI Metal
2Metals (Non-Ferrous)2 days running+7.2%10/10PJ Metal
3Power Equipment2 days running+4.1%9/9Dawon Cable
4Shipbuilding Equipment2 days running+3.4%10/10KSP
5LPG (Liquefied Petroleum Gas)recurred after 4 days+2.9%5/5HeunguOil
6Defense & Warrecurred after 7 days+2.3%9/9Daesung Hi-Tech
7Oil Refiningrecurred after 7 days+2.0%2/2S-Oil
8Shipbuilding2 days running+1.6%4/4Hanwha Ocean

Theme by Theme

1. Electric Cables (2 days running)

StockChangeCloseLeader
KBI Metal 024840+29.8%2,130★
Dawon Cable 006340+12.8%2,690
LS 006260+2.2%124,800
Gaon Cable 000500+1.0%45,100
Taihan Cable & Solution 001440+0.4%13,380

Related news

2. Metals (Non-Ferrous) (2 days running)

StockChangeCloseLeader
PJ Metal 128660+16.9%3,875★
Leeku Industrial 025820+15.3%6,570
Choil Aluminum 018470+9.0%2,425
Namsun Aluminium 008350+5.5%1,902
Daechang 012800+5.2%1,624
Kukil Metal 060480+4.5%2,545
Sama Aluminium 006110+4.3%77,200
Seowon 021050+3.9%1,359
Aluko 001780+3.7%3,400
Green Plus 186230+3.4%11,350

3. Power Equipment (2 days running)

StockChangeCloseLeader
Dawon Cable 006340+12.8%2,690★
Seojeon Electric Machinery 189860+7.0%4,805
Korea Electric Power 015760+3.5%20,900
SemyungElectricMachinery 017510+3.0%3,825
LS ELECTRIC 010120+2.9%143,800
HD Hyundai Electric 267260+2.8%241,500
LS 006260+2.2%124,800
KEPCO Plant Service & Engineering 051600+1.5%34,350
Gaon Cable 000500+1.0%45,100

4. Shipbuilding Equipment (2 days running)

StockChangeCloseLeader
Hanwha Engine 082740+8.8%10,710
KSP 073010+6.9%4,260★
Cape Industries 064820+3.8%5,010
Taewoong 044490+3.5%18,510
STX Engine 077970+2.5%12,930
BMTCo 086670+2.4%13,460
Dongsung Finetec 033500+2.0%12,090
HD-Hyundai Marine Engine 071970+1.5%12,840
Dongbang Ship Machinery 099410+1.5%2,780
Hanla IMS 092460+1.3%6,230

5. LPG (Liquefied Petroleum Gas) (recurred after 4 days)

StockChangeCloseLeader
HeunguOil 024060+7.4%16,700★
GS Holdings 078930+2.3%44,700
E1 017940+2.0%66,500
S-Oil 010950+1.6%79,900
Kukdong Oil & Chemicals 014530+1.1%4,060

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6. Defense & War (recurred after 7 days)

StockChangeCloseLeader
Kia 000270+4.4%114,600
Hanwha Ocean 042660+4.0%29,650
Daesung Hi-Tech 129920+3.1%5,360★
Korea Aerospace Industries 047810+2.7%49,900
STX Engine 077970+2.5%12,930
Hanwha 000880+1.7%27,250
S Connect 096630+1.1%1,676
SNT Motiv 064960+1.0%45,250
Welcron 065950+0.5%2,785

Related news

7. Oil Refining (recurred after 7 days)

StockChangeCloseLeader
GS Holdings 078930+2.3%44,700
S-Oil 010950+1.6%79,900★

Related news

8. Shipbuilding (2 days running)

StockChangeCloseLeader
Hanwha Ocean 042660+4.0%29,650★
Samsung Heavy Industries 010140+1.7%9,060
HD Korea Shipbuilding & Offshore Engineering 009540+0.4%118,100
HD Hyundai Heavy Industries 329180+0.3%118,300

Closing Thoughts

Electric Cables, Power Equipment and Shipbuilding each have a streak of 2, in episodes that began on 2024-04-12. The next question is whether those runs continue past Apr 15.

The oil and defense themes came back after a gap, each with a streak of 1. The Defense & War episode runs to 2024-04-16, against a backdrop of Middle East headlines.