Feb 27: 5 Strong Themes — Solar, Steel Majors
5 strong themes — 5 recurred. Top: Solar +6.7%.
Strong themes5
Top change+6.7%
LeaderHD Hyundai Energy Solutions
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 |
|---|---|---|---|
| Solar | HD Hyundai Energy Solutions | +30.00% | |
| Steel Majors | Hyundai Steel Company | +19.85% | |
| Defense & War | Itcenentec | +2.02% | |
| Inter-Korean Economic Cooperation | Codes Combine | +8.02% | |
| Steel (Small & Mid Cap) | Hyundai BNG Steel | +10.70% |
On Feb 27, five themes closed higher, and every stock tracked in each of them rose. Solar led with an average change of 6.69%.
HD Hyundai Energy Solutions jumped 30.0% to close at 104000, at the head of the solar group. Shinsung E&g added 14.75% on volume of 83406564 shares.
Steel appeared twice on the board. Steel Majors averaged 4.67%, led by Hyundai Steel Company at 19.85%. Steel (Small & Mid Cap) averaged 3.38%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 18 days | +6.7% | 10/10 | HD Hyundai Energy Solutions |
| 2 | Steel Majors | recurred after 7 days | +4.7% | 10/10 | Hyundai Steel Company |
| 3 | Defense & War | recurred after 3 days | +4.5% | 9/9 | Itcenentec |
| 4 | Inter-Korean Economic Cooperation | recurred after 8 days | +3.5% | 10/10 | Codes Combine |
| 5 | Steel (Small & Mid Cap) | recurred after 7 days | +3.4% | 10/10 | Hyundai BNG Steel |
Theme by Theme
1. Solar (recurred after 18 days)
- Episode: started 2026-02-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Energy Solutions 322000 | +30.0% | 104,000 | ★ |
Shinsung E&g 011930 | +14.8% | 2,450 | |
OCI Holdings Company 010060 | +4.6% | 152,000 | |
DaejooElectronicMaterials 078600 | +4.0% | 100,700 | |
Cnplus 115530 | +3.8% | 304 | |
Hanwha Solutions 009830 | +3.7% | 53,000 | |
Carry 313760 | +2.1% | 536 | |
Eagon Holdings 039020 | +1.9% | 3,465 | |
KolonGlobal 003070 | +1.2% | 10,320 | |
Lake Materials 281740 | +0.8% | 23,650 |
2. Steel Majors (recurred after 7 days)
- Episode: started 2026-02-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Steel Company 004020 | +19.9% | 46,500 | ★ |
Dongkuk Steel Mill 460860 | +11.2% | 10,270 | |
Kisco 104700 | +7.4% | 10,200 | |
Kiswire 002240 | +2.8% | 23,500 | |
Dongkuk Coated Metal 460850 | +1.7% | 5,960 | |
POSCO Holdings 005490 | +1.4% | 413,000 | |
KG Dongbusteel 016380 | +1.2% | 6,050 | |
SeAH Besteel Holdings 001430 | +0.4% | 69,100 | |
Posco Steeleon 058430 | +0.4% | 47,800 | |
Daehan Steel 084010 | +0.4% | 12,880 |
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3. Defense & War (recurred after 3 days)
- Episode: started 2026-02-27, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Wia 011210 | +9.9% | 101,300 | |
Samyang Comtech 484590 | +5.9% | 12,860 | |
TAIHAN Fiberoptics 010170 | +4.9% | 4,295 | |
Hyundai-Rotem 064350 | +4.8% | 230,500 | |
Korea Aerospace Industries 047810 | +4.1% | 191,500 | |
Woori Technology, Incorporation 032820 | +3.2% | 17,110 | |
Sec 081180 | +2.9% | 13,370 | |
Hanwha Systems 272210 | +2.7% | 113,600 | |
Itcenentec 010280 | +2.0% | 1,213 | ★ |
4. Inter-Korean Economic Cooperation (recurred after 8 days)
- Episode: started 2026-02-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Codes Combine 047770 | +8.0% | 5,390 | ★ |
In the F 014990 | +5.6% | 882 | |
Chobi 001550 | +5.0% | 14,590 | |
Ananti 025980 | +4.9% | 8,600 | |
Good People 033340 | +3.7% | 2,085 | |
Ilshin Stone 007110 | +2.4% | 1,819 | |
Hyundai Engineering & Construction 000720 | +1.7% | 164,700 | |
GC Biopharma 006280 | +1.6% | 169,100 | |
GnCenergy 119850 | +1.3% | 39,000 | |
Shinwon 009270 | +1.1% | 1,501 |
5. Steel (Small & Mid Cap) (recurred after 7 days)
- Episode: started 2026-02-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai BNG Steel 004560 | +10.7% | 22,250 | ★ |
Hanil Iron & Steel 002220 | +4.7% | 4,245 | |
Samhyun Steel 017480 | +3.6% | 4,655 | |
Dongkuk Industries Company 005160 | +2.7% | 3,000 | |
Nexteel 092790 | +2.7% | 11,660 | |
Keum Kang Steel 053260 | +2.4% | 4,280 | |
J Steel Company Holdings 023440 | +2.2% | 756 | |
Moonbae Steel 008420 | +2.1% | 2,165 | |
DaeChang Steel 140520 | +1.4% | 2,190 | |
Dongil Steelux 023790 | +1.3% | 1,026 |
Closing Thoughts
All five themes are back after a break, and Solar returned after a gap of 18 days. The open question is whether these moves continue into the next session.
Defense & War rose an average of 4.49%, with Hyundai Wia up 9.86%. Inter-Korean Economic Cooperation gained 3.53%, led by Codes Combine at 8.02%.