Jul 18: 5 Strong Themes — Pipe Fittings & Valves, CXL (Compute Express Link)
5 strong themes — 5 recurred. Top: Pipe Fittings & Valves +7.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Pipe Fittings & Valves | HS Valve | +25.07% | |
| CXL (Compute Express Link) | Exicon | +20.63% | |
| Nuclear | Korea Electronic Power Industrial Development | +18.27% | |
| Resource Development | GS Global | +11.81% | |
| Telecom Carriers | KT | +3.84% |
On 2024-07-18, all five strong themes closed with every member stock higher. Pipe Fittings & Valves led with an average change of 7.51%, and all 4 of its stocks rose.
HS Valve posted the session’s top gain at 25.07%. Exicon rose 20.63% in CXL (Compute Express Link), as news linked it to Samsung Electronics’ CXL 2.0 DRAM plans.
Nuclear was the broadest theme: 10 of 10 stocks rose, averaging 4.43%. Leader Korea Electronic Power Industrial Development gained 18.27% amid Czech nuclear order headlines.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Pipe Fittings & Valves | recurred after 2 days | +7.5% | 4/4 | HS Valve |
| 2 | CXL (Compute Express Link) | recurred after 14 days | +5.3% | 6/6 | Exicon |
| 3 | Nuclear | recurred after 3 days | +4.4% | 10/10 | Korea Electronic Power Industrial Development |
| 4 | Resource Development | recurred after 59 days | +3.9% | 6/6 | GS Global |
| 5 | Telecom Carriers | recurred after 162 days | +2.4% | 3/3 | KT |
Theme by Theme
1. Pipe Fittings & Valves (recurred after 2 days)
- Episode: started 2024-07-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HS Valve 039610 | +25.1% | 9,180 | ★ |
Hansun Engineering 452280 | +3.1% | 11,230 | |
DK-Lok 105740 | +1.3% | 9,370 | |
BMTCo 086670 | +0.6% | 12,570 |
Related news
- [매매의 기술] 가스전 시추 소식에 피팅株 강세 ‘성광벤드’ VS 차세대 면역함암제 개발 순항 중 ‘지아이이노베이션’ — 머니투데이 (Korean)
2. CXL (Compute Express Link) (recurred after 14 days)
- Episode: started 2024-07-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Exicon 092870 | +20.6% | 22,750 | ★ |
Neosem 253590 | +7.3% | 13,320 | |
OKins Electronics 080580 | +2.4% | 7,550 | |
Daekyo 019680 | +0.6% | 2,430 | |
Kook Soon Dang 043650 | +0.5% | 6,390 | |
Samsung Electronics 005930 | +0.2% | 86,900 |
Related news
- [특징주] 엑시콘, 삼성전자 “CXL 2.0 D램 하반기 양산 시작”…테스터 장비 납품 준비 협력사 부각 — 이투데이 (Korean)
3. Nuclear (recurred after 3 days)
- Episode: started 2024-07-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Electronic Power Industrial Development 130660 | +18.3% | 17,740 | ★ |
KEPCO Engineering & Construction Company 052690 | +7.0% | 82,000 | |
S&W 103230 | +4.5% | 4,515 | |
Seojeon Electric Machinery 189860 | +4.0% | 6,740 | |
KEPCO Plant Service & Engineering 051600 | +3.5% | 38,900 | |
Woori Technology, Incorporation 032820 | +2.1% | 2,700 | |
Daewoo Engineering & Construction 047040 | +1.7% | 4,250 | |
Tplex 081150 | +1.3% | 3,030 | |
DK-Lok 105740 | +1.3% | 9,370 | |
Taihan Cable & Solution 001440 | +0.6% | 14,270 |
Related news
- 24조 ‘체코 원전’ 수주…한전산업·두산에너빌리티 원전株 급등 — 뉴스핌 (Korean)
- 체코 잭팟에 원전株 ‘훨훨’…한전산업 18% 급등 — 서울경제 (Korean)
4. Resource Development (recurred after 59 days)
- Episode: started 2024-07-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Global 001250 | +11.8% | 3,455 | ★ |
Posco International 047050 | +5.7% | 55,400 | |
KoreaGas 036460 | +3.0% | 41,400 | |
GS Holdings 078930 | +1.5% | 48,750 | |
LX International 001120 | +1.1% | 31,450 | |
Si Resources 065420 | +0.4% | 230 |
5. Telecom Carriers (recurred after 162 days)
- Episode: started 2024-07-18, day 1
Related news
- [장중수급포착] KT, 외국인 8일 연속 순매수행진… 주가 +1.64% — 뉴스핌 (Korean)
- [장중수급포착] KT&G, 외국인 5일 연속 순매수행진… 주가 +1.02% — 뉴스핌 (Korean)
- KT&G ‘주주환원정책’ 발표 통했다…월街, 배당주로 ‘픽’ — 아시아투데이 (Korean)
Closing Thoughts
Every theme on Jul 18 was a recurrence on day one of its streak, so whether any extends beyond one session is the open question. Resource Development returned after a 59-day gap.
Telecom Carriers reappeared after a 162-day gap, led by KT at 3.84%. Volume is another marker: Woori Technology, Incorporation traded 89843372 shares.