Mar 12: 8 Strong Themes — Solar, Telecom Equipment
8 strong themes — 3 running · 4 recurred · 1 new. Top: Solar +17.7%.
Strong themes8
Top change+17.7%
LeaderSK eternix
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 | SK eternix | +29.91% | |
| Telecom Equipment | Mercury | +12.56% | |
| Wind | SK eternix | +29.91% | |
| Hydrogen Energy (Fuel Cells) | Ilji Technology | +29.92% | |
| Nuclear | Orbitech | +29.94% | |
| Optical Communications | Mercury | +12.56% | |
| Shipbuilding Equipment | TMC | +17.97% | |
| Rare Earths & Rare Metals | Union Materials | +11.59% |
Energy themes dominated the Mar 12 session. Solar led with an average change of 17.73%, and all 10 of its stocks closed higher.
Telecom Equipment extended its streak to 3 days, averaging 16.84% across 10 rising stocks. Frtek and HFR rose 29.9% and 29.88% respectively.
SK eternix rose 29.91% and led both Solar and Wind, which averaged 12.03%. Nuclear also reached a 3-day streak, led by Orbitech at 29.94%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 6 days | +17.7% | 10/10 | SK eternix |
| 2 | Telecom Equipment | 3 days running | +16.8% | 10/10 | Mercury |
| 3 | Wind | recurred after 6 days | +12.0% | 10/10 | SK eternix |
| 4 | Hydrogen Energy (Fuel Cells) | recurred after 15 days | +11.8% | 9/9 | Ilji Technology |
| 5 | Nuclear | 3 days running | +11.5% | 10/10 | Orbitech |
| 6 | Optical Communications | new | +10.8% | 10/10 | Mercury |
| 7 | Shipbuilding Equipment | 2 days running | +8.4% | 10/10 | TMC |
| 8 | Rare Earths & Rare Metals | recurred after 37 days | +4.2% | 10/10 | Union Materials |
Theme by Theme
1. Solar (recurred after 6 days)
- Episode: started 2026-03-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK eternix 475150 | +29.9% | 37,350 | ★ |
Carry 313760 | +29.9% | 735 | |
HD Hyundai Energy Solutions 322000 | +24.5% | 130,700 | |
Dae Myoung Energy 389260 | +22.1% | 21,900 | |
S-Energy 095910 | +20.0% | 1,916 | |
Kumyang Green Power 282720 | +15.4% | 15,990 | |
OCI Holdings Company 010060 | +13.0% | 165,800 | |
Soosan Industries 126720 | +9.9% | 28,850 | |
Development Advance Solution 058730 | +6.6% | 3,400 | |
SDN Company 099220 | +6.1% | 1,221 |
Related news
- “SK이터닉스, 국내 신재생 육성 정책 수혜 기대…목표가↑"-DS — 한국경제 (Korean)
- SK이터닉스, 재생에너지 정책 수혜 기대…목표가 4.3만원↑-DS — 이데일리 (Korean)
- [급등락주 짚어보기] SK이터닉스 상한가…코스닥선 에치에프알 등 15개 종목 — 이투데이 (Korean)
2. Telecom Equipment (3 days running)
- Episode: started 2026-03-10, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Frtek 073540 | +29.9% | 2,715 | |
HFR 230240 | +29.9% | 27,600 | |
OptiCore 380540 | +24.1% | 5,020 | |
TMC 217590 | +18.0% | 16,540 | |
Lightron Fiber-optic Devices 069540 | +16.2% | 1,365 | |
Mercury 100590 | +12.6% | 4,660 | ★ |
LiComm 388790 | +11.5% | 4,900 | |
Ace Technologies 088800 | +10.4% | 3,490 | |
CS 065770 | +10.0% | 795 | |
Solid 050890 | +5.9% | 12,400 |
Related news
- AI 인프라 사이클 왔다…통신장비주 에치에프알 연일 상한가 [매경 자이앤트] — 매일경제 (Korean)
- 오이솔루션, 미국 통신장비 수주 기대감에 12%↑…신고가 경신 — 머니투데이 (Korean)
- “오이솔루션, 미국 통신장비 설비투자 수주 기대…목표가↑"-하나 — 머니투데이 (Korean)
3. Wind (recurred after 6 days)
- Episode: started 2026-03-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK eternix 475150 | +29.9% | 37,350 | ★ |
Dae Myoung Energy 389260 | +22.1% | 21,900 | |
Kumyang Green Power 282720 | +15.4% | 15,990 | |
LS Eco Energy 229640 | +12.3% | 47,500 | |
CS Wind 112610 | +8.3% | 56,000 | |
SK oceanplant 100090 | +7.4% | 19,560 | |
CS Bearing 297090 | +7.2% | 7,270 | |
KEPCO Engineering & Construction Company 052690 | +6.1% | 167,000 | |
LS Materials 417200 | +6.0% | 18,710 | |
Unison 018000 | +5.5% | 1,166 |
Related news
- “SK이터닉스, 국내 신재생 육성 정책 수혜 기대…목표가↑"-DS — 한국경제 (Korean)
- SK이터닉스, 재생에너지 정책 수혜 기대…목표가 4.3만원↑-DS — 이데일리 (Korean)
- [급등락주 짚어보기] SK이터닉스 상한가…코스닥선 에치에프알 등 15개 종목 — 이투데이 (Korean)
4. Hydrogen Energy (Fuel Cells) (recurred after 15 days)
- Episode: started 2026-03-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ilji Technology 019540 | +29.9% | 6,340 | ★ |
S-Energy 095910 | +20.0% | 1,916 | |
Doosan Fuel Cell 336260 | +12.5% | 46,250 | |
THN 019180 | +9.2% | 8,030 | |
Iljin Hysolus 271940 | +8.5% | 18,090 | |
Deokyang Energen 0001A0 | +6.8% | 20,350 | |
LTC 170920 | +6.7% | 24,000 | |
BMTCo 086670 | +6.6% | 14,140 | |
Sewon 234100 | +5.9% | 1,056 |
Related news
- [특징주]호실적·배당 소식에…일지테크 29% ↑ — 아시아경제 (Korean)
- 일지테크, 지난해 ‘어닝 서프라이즈’에 상한가[특징주] — 이데일리 (Korean)
5. Nuclear (3 days running)
- Episode: started 2026-03-10, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Orbitech 046120 | +29.9% | 8,160 | ★ |
Kumyang Green Power 282720 | +15.4% | 15,990 | |
T. K 023160 | +13.8% | 32,200 | |
Sung Kwang Bend 014620 | +11.8% | 35,900 | |
Soosan Industries 126720 | +9.9% | 28,850 | |
KEPCO Plant Service & Engineering 051600 | +7.3% | 60,300 | |
Hy-lok 013030 | +7.2% | 38,900 | |
WOOJIN Ntec 457550 | +7.0% | 28,350 | |
BMTCo 086670 | +6.6% | 14,140 | |
KEPCO Engineering & Construction Company 052690 | +6.1% | 167,000 |
Related news
- 오르비텍, 한국수력원자력과 33억 규모 용역계약 체결 — 헤럴드경제 (Korean)
6. Optical Communications (new)
- Episode: started 2026-03-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
OptiCore 380540 | +24.1% | 5,020 | |
TMC 217590 | +18.0% | 16,540 | |
Lightron Fiber-optic Devices 069540 | +16.2% | 1,365 | |
Fiberpro 368770 | +13.5% | 18,780 | |
Mercury 100590 | +12.6% | 4,660 | ★ |
LiComm 388790 | +11.5% | 4,900 | |
TAIHAN Fiberoptics 010170 | +7.1% | 7,670 | |
Sungho Electronics 043260 | +2.9% | 49,400 | |
Woori-Net 115440 | +1.7% | 7,640 | |
LS 006260 | +0.2% | 253,000 |
7. Shipbuilding Equipment (2 days running)
- Episode: started 2026-03-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
TMC 217590 | +18.0% | 16,540 | ★ |
T. K 023160 | +13.8% | 32,200 | |
Sung Kwang Bend 014620 | +11.8% | 35,900 | |
SK oceanplant 100090 | +7.4% | 19,560 | |
Hy-lok 013030 | +7.2% | 38,900 | |
KSP 073010 | +6.9% | 3,955 | |
BMTCo 086670 | +6.6% | 14,140 | |
Bumhan Fuel Cell 382900 | +4.8% | 31,550 | |
Daechang Solution 096350 | +3.8% | 2,450 | |
Il Seung 333430 | +3.4% | 5,820 |
8. Rare Earths & Rare Metals (recurred after 37 days)
- Episode: started 2026-03-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Eco Energy 229640 | +12.3% | 47,500 | |
Union Materials 047400 | +11.6% | 1,646 | ★ |
Dongkuk Refractories & Steel 075970 | +3.6% | 2,280 | |
Woosung Materials 011300 | +3.1% | 331 | |
Samwha Electronics 011230 | +2.8% | 2,605 | |
Union 000910 | +2.7% | 4,405 | |
Tplex 081150 | +1.8% | 3,090 | |
EG 037370 | +1.7% | 5,300 | |
Novatech 285490 | +1.3% | 23,650 | |
Cenotec 222420 | +1.1% | 1,316 |
Closing Thoughts
Several themes came back after a gap: Solar and Wind after 6 days, and Hydrogen Energy (Fuel Cells) after 15 days. It is not yet clear whether they will last beyond one session.
Optical Communications showed up as a new theme, averaging 10.77% with all 10 stocks up. Rare Earths & Rare Metals returned after 37 days but averaged a smaller 4.2%.