Jul 10: 8 Strong Themes — Political Ties (Han Dong-hoon), Energy Storage (ESS)
8 strong themes — 3 running · 5 recurred. Top: Political Ties (Han Dong-hoon) +17.9%.
Strong themes8
Top change+17.9%
LeaderTaeyang Metal Industrial
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Han Dong-hoon) | Taeyang Metal Industrial | +29.92% | |
| Energy Storage (ESS) | HanJungNCS | +20.92% | |
| Electric Cables | KBI Metal | +24.24% | |
| Power Equipment | SemyungElectricMachinery | +3.17% | |
| Foldable Phones | Wonik Cube | +15.28% | |
| Galaxy Supply Chain | Elentec | +2.49% | |
| Shipbuilding Equipment | STX Engine | +3.96% | |
| Shipbuilding | HD Hyundai Mipo | +4.49% | - |
On Jul 10, Political Ties (Han Dong-hoon) led all themes with an average change of 17.88%. All 8 stocks rose, headed by Taeyang Metal Industrial at 29.92%.
Energy Storage (ESS) followed with an average change of 11.55%, and all 10 stocks rose. HanJungNCS led at 20.92%, with SK eternix up 17.36%.
Electric Cables and Power Equipment rose for a second straight session. KBI Metal jumped 24.24% on volume of 48951007 shares, lifting the cable group’s average to 8.55%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Han Dong-hoon) | recurred after 20 days | +17.9% | 8/8 | Taeyang Metal Industrial |
| 2 | Energy Storage (ESS) | recurred after 5 days | +11.6% | 10/10 | HanJungNCS |
| 3 | Electric Cables | 2 days running | +8.6% | 6/6 | KBI Metal |
| 4 | Power Equipment | 2 days running | +6.6% | 10/10 | SemyungElectricMachinery |
| 5 | Foldable Phones | 2 days running | +4.2% | 8/8 | Wonik Cube |
| 6 | Galaxy Supply Chain | recurred after 12 days | +3.4% | 10/10 | Elentec |
| 7 | Shipbuilding Equipment | recurred after 2 days | +2.7% | 10/10 | STX Engine |
| 8 | Shipbuilding | recurred after 2 days | +2.6% | 4/4 | HD Hyundai Mipo |
Theme by Theme
1. Political Ties (Han Dong-hoon) (recurred after 20 days)
- Episode: started 2024-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taeyang Metal Industrial 004100 | +29.9% | 3,300 | ★ |
Dt&cro 383930 | +29.9% | 9,470 | |
Dt&C 187220 | +15.9% | 4,730 | |
Wonik Cube 014190 | +15.3% | 1,879 | |
Opasnet 173130 | +15.3% | 10,120 | |
Noul 376930 | +14.7% | 2,725 | |
Chasys 033250 | +13.7% | 1,590 | |
Daesang Holdings 084690 | +8.3% | 12,020 |
Related news
- [유럽증시] 프랑스 정치 리스크 지속에 하락…스톡스600 0.9%↓ — 이투데이 (Korean)
2. Energy Storage (ESS) (recurred after 5 days)
- Episode: started 2024-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HanJungNCS 107640 | +20.9% | 55,500 | ★ |
SK eternix 475150 | +17.4% | 23,250 | |
YM Tech 273640 | +15.1% | 16,010 | |
Samjin LND 054090 | +13.7% | 1,512 | |
Hyosung Heavy Industries 298040 | +12.7% | 390,000 | |
Korea Electronic Power Industrial Development 130660 | +11.8% | 16,400 | |
mPlus 259630 | +7.7% | 11,350 | |
Shinsung ST 416180 | +7.2% | 43,700 | |
LS ELECTRIC 010120 | +5.4% | 224,500 | |
RS Automation 140670 | +3.6% | 15,410 |
Related news
- [장중수급포착] 한중엔시에스, 기관 9일 연속 순매수행진… 주가 +8.61% — 뉴스핌 (Korean)
- [여의도 클라쓰] ‘한중엔시에스, 블루엠텍, 라메디텍’ 클라쓰 올릴 종목은? — 머니투데이 (Korean)
3. Electric Cables (2 days running)
- Episode: started 2024-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Metal 024840 | +24.2% | 3,050 | ★ |
LS 006260 | +13.2% | 156,700 | |
Gaon Cable 000500 | +5.7% | 52,600 | |
LS Eco Energy 229640 | +3.2% | 35,300 | |
Taihan Cable & Solution 001440 | +2.6% | 15,380 | |
Dawon Cable 006340 | +2.3% | 4,245 |
Related news
- 해저케이블 시장 ‘들썩’…LS전선, ‘1조 투자’ 美 공장 짓는다 — 한국경제 (Korean)
4. Power Equipment (2 days running)
- Episode: started 2024-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LS 006260 | +13.2% | 156,700 | |
Hyosung Heavy Industries 298040 | +12.7% | 390,000 | |
Korea Electronic Power Industrial Development 130660 | +11.8% | 16,400 | |
Gaon Cable 000500 | +5.7% | 52,600 | |
LS ELECTRIC 010120 | +5.4% | 224,500 | |
HD Hyundai Electric 267260 | +4.8% | 342,000 | |
Cheil Electric 199820 | +3.4% | 9,100 | |
LS Eco Energy 229640 | +3.2% | 35,300 | |
SemyungElectricMachinery 017510 | +3.2% | 8,780 | ★ |
Taihan Cable & Solution 001440 | +2.6% | 15,380 |
5. Foldable Phones (2 days running)
- Episode: started 2024-07-09, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Cube 014190 | +15.3% | 1,879 | ★ |
DK Tech 290550 | +5.8% | 11,680 | |
SKC 011790 | +4.3% | 176,300 | |
BHCo 090460 | +3.1% | 25,200 | |
Dongwoon Anatech 094170 | +2.7% | 19,990 | |
KH Vatec 060720 | +1.6% | 13,420 | |
S Connect 096630 | +0.5% | 1,370 | |
Samsung Electro-mechanics 009150 | +0.4% | 164,300 |
6. Galaxy Supply Chain (recurred after 12 days)
- Episode: started 2024-07-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Daeduck Electronics 353200 | +11.7% | 24,900 | |
Synopex 025320 | +5.5% | 11,810 | |
BHCo 090460 | +3.1% | 25,200 | |
Amogreentech 125210 | +2.6% | 10,820 | |
Elentec 054210 | +2.5% | 9,470 | ★ |
Namuga 190510 | +2.0% | 13,720 | |
Partron 091700 | +2.0% | 7,740 | |
IMCo 101390 | +1.9% | 5,880 | |
KH Vatec 060720 | +1.6% | 13,420 | |
Jahwa Electronics 033240 | +1.4% | 25,000 |
7. Shipbuilding Equipment (recurred after 2 days)
- Episode: started 2024-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanla IMS 092460 | +4.2% | 7,210 | |
STX Engine 077970 | +4.0% | 16,290 | ★ |
HD-Hyundai Marine Engine 071970 | +3.8% | 17,980 | |
Hanwha Engine 082740 | +3.6% | 14,670 | |
KSP 073010 | +2.4% | 4,260 | |
Samyoung M-tek C0 054540 | +2.2% | 4,715 | |
Dongsung Finetec 033500 | +2.0% | 12,130 | |
Cape Industries 064820 | +1.9% | 5,520 | |
Oriental Precision & Engineering 014940 | +1.8% | 3,990 | |
Hyundai HYMS 460930 | +1.6% | 14,760 |
8. Shipbuilding (recurred after 2 days)
- Episode: started 2024-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Mipo 010620 | +4.5% | 100,100 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +2.8% | 164,100 | |
HD Hyundai Heavy Industries 329180 | +1.9% | 155,300 | |
Samsung Heavy Industries 010140 | +1.4% | 9,840 |
Related news
- [특징주] HD현대미포, 2분기 ‘깜짝 실적’ 흑전 전망에 52주 신고가…조선주↑ — 이투데이 (Korean)
- HD한국조선해양, 2Q 영업익 기대치 상회…목표가↑-SK — 이데일리 (Korean)
Closing Thoughts
Shipbuilding and Shipbuilding Equipment returned after a gap of 2 days, with HD Hyundai Mipo up 4.49%. Gains there were milder, with average changes of 2.65% and 2.74%.
The Foldable Phones and Galaxy Supply Chain episodes both run to Jul 11, with average changes of 4.2% and 3.42%. The next thing to see is whether these handset groups stay as broad.