Apr 15: 8 Strong Themes — Electric Cables, Metals (Non-Ferrous)
8 strong themes — 5 running · 3 recurred. Top: Electric Cables +9.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Electric Cables | KBI Metal | +29.80% | |
| Metals (Non-Ferrous) | PJ Metal | +16.89% | |
| Power Equipment | Dawon Cable | +12.79% | |
| Shipbuilding Equipment | KSP | +6.90% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +7.40% | |
| Defense & War | Daesung Hi-Tech | +3.08% | |
| Oil Refining | S-Oil | +1.65% | |
| Shipbuilding | Hanwha 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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Electric Cables | 2 days running | +9.2% | 5/5 | KBI Metal |
| 2 | Metals (Non-Ferrous) | 2 days running | +7.2% | 10/10 | PJ Metal |
| 3 | Power Equipment | 2 days running | +4.1% | 9/9 | Dawon Cable |
| 4 | Shipbuilding Equipment | 2 days running | +3.4% | 10/10 | KSP |
| 5 | LPG (Liquefied Petroleum Gas) | recurred after 4 days | +2.9% | 5/5 | HeunguOil |
| 6 | Defense & War | recurred after 7 days | +2.3% | 9/9 | Daesung Hi-Tech |
| 7 | Oil Refining | recurred after 7 days | +2.0% | 2/2 | S-Oil |
| 8 | Shipbuilding | 2 days running | +1.6% | 4/4 | Hanwha Ocean |
Theme by Theme
1. Electric Cables (2 days running)
- Episode: started 2024-04-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
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
- AI發 전선주 훈풍에…KBI메탈 순매수 1위 [주식 초고수는 지금] — 서울경제 (Korean)
- ‘국제유가·공급망’ 초비상 걸린 산업계…수출 전선도 먹구름 — 아시아투데이 (Korean)
2. Metals (Non-Ferrous) (2 days running)
- Episode: started 2024-04-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-04-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-04-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-04-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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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- [특징주] 중동 사태에 정유주 급등… 에쓰오일 2%·흥구석유 18%↑ — 파이낸셜뉴스 (Korean)
6. Defense & War (recurred after 7 days)
- Episode: started 2024-04-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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 |
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7. Oil Refining (recurred after 7 days)
- Episode: started 2024-04-15, day 1
Related news
- ‘이란 vs 이스라엘’ 전쟁 위기發 유가 급등 우려에 정유株 ↑ [투자360] — 헤럴드경제 (Korean)
- [이슈&주가] 이란, 이스라엘 공격에 정유주 ‘껑충’…한국석유 17%↑ — 브릿지경제 (Korean)
- 중동 리스크에 정유주 ‘불기둥’…한국석유 21%↑ [특징주] — 서울경제 (Korean)
8. Shipbuilding (2 days running)
- Episode: started 2024-04-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
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.