Sep 11: 8 Strong Themes — Shipbuilding Equipment, Hydrogen (Fuel Cells, Vehicles)
8 strong themes — 1 running · 7 recurred. Top: Shipbuilding Equipment +13.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipbuilding Equipment | CP System | +22.93% | |
| Hydrogen (Fuel Cells, Vehicles) | Iste | +17.93% | |
| Solid Oxide Fuel Cells (SOFC) | Hansun Engineering | +29.90% | |
| Wind | SK oceanplant | +22.01% | |
| Defense & War | Speco | +9.98% | |
| System Semiconductors | Nextchip | +16.94% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Firstec | +11.93% | |
| Solar | SK eternix | +10.07% |
Shipbuilding Equipment led the Sep 11 session with an average change of 13.28%. All 10 of its stocks rose, led by CP System at 22.93%.
Fuel cell names were strong too. Hydrogen (Fuel Cells, Vehicles) averaged 10.22% and Solid Oxide Fuel Cells (SOFC) 10.21%, with Hansun Engineering up 29.9%.
Wind averaged 10.13%, led by SK oceanplant at 22.01%. Defense & War was the only theme on a 2-day streak, averaging 8.57%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding Equipment | recurred after 9 days | +13.3% | 10/10 | CP System |
| 2 | Hydrogen (Fuel Cells, Vehicles) | recurred after 15 days | +10.2% | 9/9 | Iste |
| 3 | Solid Oxide Fuel Cells (SOFC) | recurred after 28 days | +10.2% | 10/10 | Hansun Engineering |
| 4 | Wind | recurred after 9 days | +10.1% | 10/10 | SK oceanplant |
| 5 | Defense & War | 2 days running | +8.6% | 10/10 | Speco |
| 6 | System Semiconductors | recurred after 6 days | +5.3% | 10/10 | Nextchip |
| 7 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 9 days | +5.1% | 10/10 | Firstec |
| 8 | Solar | recurred after 3 days | +4.6% | 10/10 | SK eternix |
Theme by Theme
1. Shipbuilding Equipment (recurred after 9 days)
- Episode: started 2025-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CP System 413630 | +22.9% | 3,270 | ★ |
SK oceanplant 100090 | +22.0% | 29,100 | |
Cape Industries 064820 | +20.4% | 14,810 | |
Bumhan Fuel Cell 382900 | +19.4% | 29,600 | |
S&W 103230 | +12.9% | 6,030 | |
Il Seung 333430 | +9.4% | 9,910 | |
Dongbang Ship Machinery 099410 | +8.7% | 6,720 | |
KSP 073010 | +8.1% | 8,000 | |
HD-Hyundai Marine Engine 071970 | +5.1% | 95,000 | |
Dongsung Finetec 033500 | +3.9% | 33,550 |
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2. Hydrogen (Fuel Cells, Vehicles) (recurred after 15 days)
- Episode: started 2025-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumhan Fuel Cell 382900 | +19.4% | 29,600 | |
Iste 212710 | +17.9% | 10,850 | ★ |
Doosan Fuel Cell 336260 | +15.8% | 30,750 | |
LTC 170920 | +9.7% | 14,640 | |
Sungchang Autotech 080470 | +8.2% | 4,835 | |
DK-Lok 105740 | +6.2% | 10,920 | |
NK 085310 | +5.2% | 1,531 | |
Iljin Hysolus 271940 | +5.0% | 18,500 | |
JNK Global 126880 | +4.6% | 4,560 |
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3. Solid Oxide Fuel Cells (SOFC) (recurred after 28 days)
- Episode: started 2025-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hansun Engineering 452280 | +29.9% | 11,470 | ★ |
Bumhan Fuel Cell 382900 | +19.4% | 29,600 | |
Doosan Fuel Cell 336260 | +15.8% | 30,750 | |
SK eternix 475150 | +10.1% | 24,600 | |
LTC 170920 | +9.7% | 14,640 | |
Amosense 357580 | +8.1% | 9,400 | |
Kumyang Green Power 282720 | +4.3% | 9,450 | |
Mi 059090 | +2.4% | 16,420 | |
LS Materials 417200 | +2.3% | 10,230 | |
SK D&D 210980 | +0.3% | 10,230 |
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4. Wind (recurred after 9 days)
- Episode: started 2025-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK oceanplant 100090 | +22.0% | 29,100 | ★ |
Seoam Machinery Industry 100660 | +16.9% | 4,325 | |
Unison 018000 | +16.8% | 1,175 | |
SK eternix 475150 | +10.1% | 24,600 | |
Speco 013810 | +10.0% | 3,030 | |
CS Bearing 297090 | +8.0% | 7,300 | |
Dae Myoung Energy 389260 | +5.4% | 24,450 | |
Kumyang Green Power 282720 | +4.3% | 9,450 | |
Dongkuk Structures & Construction 100130 | +4.0% | 2,470 | |
CS Wind 112610 | +3.9% | 44,500 |
5. Defense & War (2 days running)
- Episode: started 2025-09-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SatrecInitiative 099320 | +13.6% | 59,500 | |
RF Materials 327260 | +12.6% | 11,930 | |
Firstec 010820 | +11.9% | 4,925 | |
Speco 013810 | +10.0% | 3,030 | ★ |
MNC Solution 484870 | +7.6% | 213,500 | |
Haein 003010 | +7.5% | 5,850 | |
Samyang Comtech 484590 | +7.1% | 20,750 | |
Samhyun 437730 | +6.2% | 21,450 | |
Korea Aerospace Industries 047810 | +5.4% | 102,000 | |
Hanwha Aerospace 012450 | +3.9% | 1,005,000 |
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6. System Semiconductors (recurred after 6 days)
- Episode: started 2025-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nextchip 396270 | +16.9% | 3,625 | ★ |
Itek 119830 | +8.3% | 7,080 | |
Alt 172670 | +6.4% | 9,330 | |
Mdevice 226590 | +4.7% | 11,920 | |
Doosan Tesna 131970 | +3.4% | 39,150 | |
Anapass 123860 | +3.1% | 20,200 | |
HANMI Semiconductor 042700 | +3.1% | 90,000 | |
S&S Tech 101490 | +2.8% | 50,800 | |
Techwing 089030 | +2.4% | 41,900 | |
SFA Semicon 036540 | +2.0% | 3,545 |
7. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 9 days)
- Episode: started 2025-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SatrecInitiative 099320 | +13.6% | 59,500 | |
Firstec 010820 | +11.9% | 4,925 | ★ |
Korea Aerospace Industries 047810 | +5.4% | 102,000 | |
Sang-a Frontec 089980 | +4.1% | 19,100 | |
Hanwha Aerospace 012450 | +3.9% | 1,005,000 | |
Asia Pacific Satellite lnc 211270 | +3.8% | 12,450 | |
Genohco 361390 | +2.2% | 16,640 | |
Contec 451760 | +2.0% | 8,630 | |
Hyundai-Rotem 064350 | +1.9% | 212,500 | |
Innospace 462350 | +1.9% | 15,400 |
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8. Solar (recurred after 3 days)
- Episode: started 2025-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK eternix 475150 | +10.1% | 24,600 | ★ |
Haein 003010 | +7.5% | 5,850 | |
Dae Myoung Energy 389260 | +5.4% | 24,450 | |
SDN Company 099220 | +4.7% | 1,288 | |
Gridwiz 453450 | +4.6% | 19,020 | |
Kumyang Green Power 282720 | +4.3% | 9,450 | |
S-Energy 095910 | +2.6% | 1,677 | |
LS ELECTRIC 010120 | +2.4% | 316,000 | |
RS Automation 140670 | +2.4% | 13,890 | |
Samsung C&T 028260 | +2.2% | 186,500 |
Closing Thoughts
Most themes were recurrences, not streaks. Solid Oxide Fuel Cells (SOFC) came back after a gap of 28 days. Whether these moves last beyond one day is the open question.
Defense & War goes into the next session with a streak of 2. Its leader, Speco, also appears in Wind, and Bumhan Fuel Cell shows up in three themes.