Apr 22: 6 Strong Themes — Solar, Wind

April 22, 2025 · #Solar #Wind #Carbon Credits & CCUS #Agriculture #Ukraine Reconstruction #Construction Equipment

6 strong themes — 6 recurred. Top: Solar +19.3%.

Strong themes6 Top change+19.3% LeaderSDN Company

Average change by strong theme

Average change of member stocks, by theme · descending
Solar
+19.3%
Wind
+12.7%
Carbon Credits & CCUS
+8.9%
Agriculture
+6.7%
Ukraine Reconstruction
+5.5%
Construction Equipment
+2.7%

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+29.98%
WindKumyang Green Power+29.91%
Carbon Credits & CCUSGreen Chemical+30.00%
AgricultureWooDeumGee Farm+20.53%
Ukraine ReconstructionDaedongGear+18.31%
Construction EquipmentJunjin Construction & Robot+9.66%

Renewable energy themes led the Korean market on Apr 22. Solar topped the board with an average change of 19.28%, and all 10 of its stocks closed higher.

Wind followed with an average change of 12.67%, led by Kumyang Green Power at 29.91%. The theme came back after a 63-day gap.

Carbon Credits & CCUS posted an average change of 8.91%, with Green Chemical up 30.0%. Agriculture, Ukraine Reconstruction and Construction Equipment also rose, with every stock up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Solarrecurred after 5 days+19.3%10/10SDN Company
2Windrecurred after 63 days+12.7%9/9Kumyang Green Power
3Carbon Credits & CCUSrecurred after 12 days+8.9%9/9Green Chemical
4Agriculturerecurred after 25 days+6.7%10/10WooDeumGee Farm
5Ukraine Reconstructionrecurred after 35 days+5.5%10/10DaedongGear
6Construction Equipmentrecurred after 35 days+2.7%9/9Junjin Construction & Robot

Theme by Theme

1. Solar (recurred after 5 days)

StockChangeCloseLeader
SDN Company 099220+30.0%1,669★
Kumyang Green Power 282720+29.9%11,510
S-Energy 095910+29.8%2,125
Shinsung E&g 011930+20.6%1,596
Paru 043200+18.6%594
SK eternix 475150+17.3%16,730
Dae Myoung Energy 389260+17.0%16,120
DSM 104040+16.1%958
Gridwiz 453450+7.4%20,100
HD Hyundai Energy Solutions 322000+6.1%27,850

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2. Wind (recurred after 63 days)

StockChangeCloseLeader
Kumyang Green Power 282720+29.9%11,510★
SK eternix 475150+17.3%16,730
Dae Myoung Energy 389260+17.0%16,120
Unison 018000+12.1%1,289
Dongkuk Structures & Construction 100130+10.6%2,495
Woorim Power Train Solution 101170+8.8%5,390
CS Bearing 297090+7.1%5,720
SK oceanplant 100090+6.5%14,620
LS Marine Solution 060370+4.7%16,140

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3. Carbon Credits & CCUS (recurred after 12 days)

StockChangeCloseLeader
Green Chemical 083420+30.0%10,140★
Ecoeye 448280+17.5%28,900
Chemtros 220260+12.2%4,995
Ecopro HN 383310+4.4%26,100
Hmnex 036170+4.1%958
SJG Sejong 033530+4.1%4,350
Airrane 163280+3.6%21,600
Eagon Industrial 008250+2.2%5,920
Unid 014830+2.0%80,800

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4. Agriculture (recurred after 25 days)

StockChangeCloseLeader
WooDeumGee Farm 403490+20.5%2,020★
DaedongGear 008830+18.3%21,900
Woorim Power Train Solution 101170+8.8%5,390
Green Plus 186230+8.4%8,280
Daedong 000490+2.8%10,500
Enbio 352940+2.5%2,510
TYM 002900+2.3%4,530
WooGeneB&G 018620+1.0%890
Namhae Chemical 025860+1.0%6,920
Formetal 119500+1.0%3,140

5. Ukraine Reconstruction (recurred after 35 days)

StockChangeCloseLeader
DaedongGear 008830+18.3%21,900★
SG 255220+8.0%2,370
SY Steel Tech 365330+6.1%5,600
Yooshin Engineering 054930+4.1%22,900
Daeyang Electric 108380+3.8%17,910
DASAN Networks 039560+3.4%2,750
Daedong 000490+2.8%10,500
DAEMO Engineering 317850+2.8%8,320
SY 109610+2.7%3,835
HD Construction Equipment 267270+2.6%65,800

6. Construction Equipment (recurred after 35 days)

StockChangeCloseLeader
Junjin Construction & Robot 079900+9.7%48,800★
DAEMO Engineering 317850+2.8%8,320
HD Construction Equipment 267270+2.6%65,800
Hyundai Everdigm 041440+2.6%8,730
Dongil Metal 109860+2.3%7,980
Jinsung T.e.c 036890+1.7%8,790
Daechang Forging 015230+1.7%5,080
HD Hyundai Infracore 042670+0.5%8,080
DY Power 210540+0.1%11,680

Closing Thoughts

The Solar and Wind episodes run from 2025-04-22 to 2025-04-23, which is 2 days. Coming sessions will show whether SDN Company, up 29.98%, stays at the front of solar.

A news report tied SDN’s rise to a US 3500% tariff on solar from four Southeast Asian countries besides China. How that story develops may shape where the Solar theme goes next.