Apr 23: 8 Strong Themes — Solar, Defense & War

April 23, 2024 · #Solar #Defense & War #Space & Aerospace (Nuri Rocket, Satellites) #Shipbuilding Equipment #Pharma #Shipbuilding #Games #Biosimilars

8 strong themes — 8 recurred. Top: Solar +8.6%.

Strong themes8 Top change+8.6% LeaderSDN Company

Average change by strong theme

Average change of member stocks, by theme · descending
Solar
+8.6%
Defense & War
+6.3%
Space & Aerospace (Nuri Rocket, Satellites)
+6.0%
Shipbuilding Equipment
+5.2%
Pharma
+4.8%
Shipbuilding
+4.2%
Games
+3.1%
Biosimilars
+2.8%

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
SolarSDN Company+26.93%
Defense & WarHanwha Ocean+7.92%
Space & Aerospace (Nuri Rocket, Satellites)Taewoong+10.82%
Shipbuilding EquipmentTaewoong+10.82%
PharmaAprogen Biologics+9.35%
ShipbuildingHanwha Ocean+7.92%
GamesWemade Max+8.52%
BiosimilarsAprogen Biologics+9.35%

On Apr 23, every one of the eight strong themes closed with all of its member stocks higher. Solar led the field with an average change of 8.62%, and all 9 of its stocks rose.

SDN Company posted the session’s largest single move, jumping 26.93% to close at 1796. Kumyang Green Power followed within the theme at 16.63%.

Defense and shipbuilding names moved together. Defense & War averaged 6.34%, led by Hanwha Ocean at 7.92%. Shipbuilding Equipment averaged 5.21%, with all 10 stocks up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Solarrecurred after 5 days+8.6%9/9SDN Company
2Defense & Warrecurred after 4 days+6.3%9/9Hanwha Ocean
3Space & Aerospace (Nuri Rocket, Satellites)recurred after 11 days+6.0%9/9Taewoong
4Shipbuilding Equipmentrecurred after 5 days+5.2%10/10Taewoong
5Pharmarecurred after 29 days+4.8%10/10Aprogen Biologics
6Shipbuildingrecurred after 5 days+4.2%5/5Hanwha Ocean
7Gamesrecurred after 75 days+3.1%10/10Wemade Max
8Biosimilarsrecurred after 29 days+2.8%10/10Aprogen Biologics

Theme by Theme

1. Solar (recurred after 5 days)

StockChangeCloseLeader
SDN Company 099220+26.9%1,796★
Kumyang Green Power 282720+16.6%15,150
Cnplus 115530+12.0%382
Dae Myoung Energy 389260+7.6%15,750
Dawonsys 068240+4.2%13,080
S-Energy 095910+3.2%1,926
Korea Electric Power 015760+2.6%21,450
Paru 043200+2.2%642
SK D&D 210980+2.1%11,940

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2. Defense & War (recurred after 4 days)

StockChangeCloseLeader
Hanwha Ocean 042660+7.9%34,750★
Hanwha Aerospace 012450+7.5%236,500
COTS Technology 448710+7.4%26,150
S Connect 096630+7.4%1,789
STX Engine 077970+7.0%14,390
Hanwha Systems 272210+5.8%17,920
HD Korea Shipbuilding & Offshore Engineering 009540+5.0%125,300
Daeyang Electric 108380+5.0%14,080
SatrecInitiative 099320+4.0%41,450

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3. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 11 days)

StockChangeCloseLeader
Hancom 030520+12.0%24,800
Taewoong 044490+10.8%21,000★
Hanwha Aerospace 012450+7.5%236,500
Hanwha Systems 272210+5.8%17,920
Hanyang Digitech 078350+4.6%21,650
SatrecInitiative 099320+4.0%41,450
Asia Pacific Satellite lnc 211270+3.9%16,870
Fiberpro 368770+2.8%3,325
Korea Aerospace Industries 047810+2.4%51,300

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4. Shipbuilding Equipment (recurred after 5 days)

StockChangeCloseLeader
Taewoong 044490+10.8%21,000★
STX Engine 077970+7.0%14,390
Il Seung 333430+6.3%3,385
Cape Industries 064820+5.7%5,540
Daeyang Electric 108380+5.0%14,080
Finebesteel 133820+4.4%1,348
Sung Kwang Bend 014620+3.7%11,500
Dongbang Ship Machinery 099410+3.1%2,955
T. K 023160+3.0%12,500
Sejin Heavy Industries 075580+3.0%7,260

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5. Pharma (recurred after 29 days)

StockChangeCloseLeader
Aprogen Biologics 003060+9.3%1,660★
Union Korea Pharm 080720+7.0%6,310
HK inno.N 195940+6.3%40,200
Green Lifescience 114450+5.1%1,938
ST Pharm 237690+3.9%87,700
High Tech Pharm 106190+3.4%10,570
Enzychem Lifesciences 183490+3.4%1,850
Reyon Pharmaceutical 102460+3.3%13,780
Ilsung Is 003120+3.3%19,850
Kolon Life Science 102940+3.1%22,900

6. Shipbuilding (recurred after 5 days)

StockChangeCloseLeader
Hanwha Ocean 042660+7.9%34,750★
HD Korea Shipbuilding & Offshore Engineering 009540+5.0%125,300
HD Hyundai Heavy Industries 329180+3.8%127,200
HJ Shipbuilding & Construction 097230+3.0%3,100
Samsung Heavy Industries 010140+1.6%9,630

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7. Games (recurred after 75 days)

StockChangeCloseLeader
Wemade Max 101730+8.5%10,700★
DoubleUGames 192080+4.9%43,950
Sonokong 066910+4.6%2,820
Staco Link 060240+3.3%1,594
Actoz Soft 052790+2.6%9,040
PearlAbyss 263750+2.6%30,050
Wemade 112040+2.2%47,000
Dragonfly GF 030350+1.3%479
Mgame 058630+0.6%5,360
Neowiz 095660+0.5%20,700

8. Biosimilars (recurred after 29 days)

StockChangeCloseLeader
Aprogen Biologics 003060+9.3%1,660★
Alteogen 196170+4.6%173,900
Binex 053030+4.3%14,700
ISU Abxis 086890+2.5%7,240
Hanall Biopharma 009420+1.7%35,250
Sam Chun Dang Pharm 000250+1.5%101,700
Daewoong Pharma 069620+1.4%112,300
Aprogen 007460+1.2%1,470
Chong Kun Dang Pharmaceutical 185750+1.1%103,100
Celltrion 068270+0.6%179,700

Closing Thoughts

Every theme on the list is a recurrence on a 1-day streak, so the open question is whether the moves continue. Games returned after a 75-day gap, and Pharma after 29 days.

Taewoong led both Space & Aerospace (Nuri Rocket, Satellites) and Shipbuilding Equipment, rising 10.82%. The next session will show whether that overlap holds.