Mar 20: 8 Strong Themes — Nuclear, Telecom Equipment
8 strong themes — 2 running · 6 recurred. Top: Nuclear +24.0%.
Strong themes8
Top change+24.0%
LeaderSNTEnergy
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 |
|---|---|---|---|
| Nuclear | SNTEnergy | +28.28% | |
| Telecom Equipment | Wooriro | +29.98% | |
| Construction Majors | DL E&c | +29.87% | |
| Wind | SK oceanplant | +29.83% | |
| 5G | Wooriro | +29.98% | |
| Solar | Carry | +10.93% | |
| Ukraine Reconstruction | Oneul E&m | +29.89% | |
| LNG (Liquefied Natural Gas) | SNTEnergy | +28.28% |
Energy and network themes swept the Mar 20 session. Nuclear led with an average change of 24.04%, and all 10 of its stocks closed higher.
Telecom Equipment came next with an average change of 20.56%, its second straight day among the strong themes. Wooriro led at 29.98%, and 5G also extended its streak to 2.
Construction Majors returned after a 10-day gap, led by DL E&c at 29.87%. Wind, Solar and LNG (Liquefied Natural Gas) also rose, with every member stock up.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | recurred after 2 days | +24.0% | 10/10 | SNTEnergy |
| 2 | Telecom Equipment | 2 days running | +20.6% | 10/10 | Wooriro |
| 3 | Construction Majors | recurred after 10 days | +18.2% | 4/4 | DL E&c |
| 4 | Wind | recurred after 3 days | +16.1% | 10/10 | SK oceanplant |
| 5 | 5G | 2 days running | +14.9% | 9/9 | Wooriro |
| 6 | Solar | recurred after 3 days | +11.8% | 10/10 | Carry |
| 7 | Ukraine Reconstruction | recurred after 36 days | +10.6% | 10/10 | Oneul E&m |
| 8 | LNG (Liquefied Natural Gas) | recurred after 28 days | +10.5% | 10/10 | SNTEnergy |
Theme by Theme
1. Nuclear (recurred after 2 days)
- Episode: started 2026-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seojeon Electric Machinery 189860 | +29.9% | 6,210 | |
DL E&c 375500 | +29.9% | 67,400 | |
SNTEnergy 100840 | +28.3% | 53,300 | ★ |
Taewoong 044490 | +26.5% | 57,300 | |
Orbitech 046120 | +24.8% | 13,700 | |
T. K 023160 | +23.5% | 35,700 | |
GS Engineering & Construction 006360 | +22.5% | 31,800 | |
Woojin 105840 | +19.3% | 31,200 | |
Daewoo Engineering & Construction 047040 | +18.2% | 19,110 | |
HanmiGlobal 053690 | +17.5% | 27,200 |
Related news
- [특징주] SNT에너지, 카타르 LNG 피격 여파에 장중 ‘上’ — EBN (Korean)
- [장중수급포착] SNT에너지, 외국인/기관 동시 순매수… 주가 +24.19% — 뉴스핌 (Korean)
- [리포트 브리핑]SNT에너지, ‘LNG 생산자, LNG 발전사 모두가 수요처’ 목표가 62,000원 - 현대차증권 — 뉴스핌 (Korean)
2. Telecom Equipment (2 days running)
- Episode: started 2026-03-19, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Wooriro 046970 | +30.0% | 2,710 | ★ |
Joosung 109070 | +29.9% | 1,225 | |
Oneul E&m 192410 | +29.9% | 3,020 | |
Lightron Fiber-optic Devices 069540 | +29.8% | 2,190 | |
RF Materials 327260 | +22.1% | 73,900 | |
TMC 217590 | +20.5% | 23,600 | |
DASAN Networks 039560 | +15.4% | 4,990 | |
KMW 032500 | +12.8% | 32,950 | |
Telcon RF Pharmaceutical 200230 | +7.9% | 837 | |
OE Solutions 138080 | +7.3% | 33,900 |
3. Construction Majors (recurred after 10 days)
- Episode: started 2026-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DL E&c 375500 | +29.9% | 67,400 | ★ |
GS Engineering & Construction 006360 | +22.5% | 31,800 | |
Daewoo Engineering & Construction 047040 | +18.2% | 19,110 | |
Samsung C&T 028260 | +2.2% | 297,500 |
Related news
- [특징주] 대미원전 투자 기대감에 DL이앤씨ㆍGS건설 등 ↑ — 이투데이 (Korean)
- [특징주]미국 원전 기대에 ‘불기둥’…DL이앤씨 26%↑ 건설주 동반 강세 — 남도일보 (Korean)
- [장중수급포착] DL이앤씨, 기관 5일 연속 순매수행진… 주가 +23.70% — 뉴스핌 (Korean)
4. Wind (recurred after 3 days)
- Episode: started 2026-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK oceanplant 100090 | +29.8% | 25,550 | ★ |
Taewoong 044490 | +26.5% | 57,300 | |
Unison 018000 | +20.8% | 1,682 | |
Dongkuk Structures & Construction 100130 | +14.4% | 2,545 | |
KolonGlobal 003070 | +14.1% | 11,970 | |
SeAH Steel Holdings 003030 | +13.7% | 201,000 | |
Dae Myoung Energy 389260 | +12.8% | 23,350 | |
SK eternix 475150 | +11.6% | 59,900 | |
CS Bearing 297090 | +9.4% | 8,620 | |
Cnplus 115530 | +7.5% | 300 |
5. 5G (2 days running)
- Episode: started 2026-03-19, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Wooriro 046970 | +30.0% | 2,710 | ★ |
Oneul E&m 192410 | +29.9% | 3,020 | |
Lightron Fiber-optic Devices 069540 | +29.8% | 2,190 | |
KMW 032500 | +12.8% | 32,950 | |
OE Solutions 138080 | +7.3% | 33,900 | |
Daeduck Electronics 353200 | +7.1% | 82,800 | |
Inno Instrument 215790 | +5.9% | 410 | |
HFR 230240 | +5.9% | 27,000 | |
Seojin System 178320 | +5.7% | 48,000 |
6. Solar (recurred after 3 days)
- Episode: started 2026-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jusung Engineering 036930 | +19.3% | 72,800 | |
G2Power 388050 | +15.3% | 13,500 | |
KolonGlobal 003070 | +14.1% | 11,970 | |
Dae Myoung Energy 389260 | +12.8% | 23,350 | |
SK eternix 475150 | +11.6% | 59,900 | |
Carry 313760 | +10.9% | 751 | ★ |
Soosan Industries 126720 | +9.6% | 30,700 | |
S-Energy 095910 | +8.9% | 2,125 | |
GnBS eco 382800 | +8.3% | 4,680 | |
Cnplus 115530 | +7.5% | 300 |
7. Ukraine Reconstruction (recurred after 36 days)
- Episode: started 2026-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Oneul E&m 192410 | +29.9% | 3,020 | ★ |
DASAN Networks 039560 | +15.4% | 4,990 | |
SY Steel Tech 365330 | +9.1% | 3,710 | |
DaedongMetal 020400 | +8.9% | 7,000 | |
Heerim Architects & Planners 037440 | +8.3% | 4,385 | |
Posco International 047050 | +7.2% | 77,000 | |
DaedongGear 008830 | +7.1% | 21,750 | |
Development Advance Solution 058730 | +6.8% | 3,745 | |
Hyundai Everdigm 041440 | +6.5% | 8,620 | |
DAEMO Engineering 317850 | +6.2% | 8,840 |
8. LNG (Liquefied Natural Gas) (recurred after 28 days)
- Episode: started 2026-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK oceanplant 100090 | +29.8% | 25,550 | |
SNTEnergy 100840 | +28.3% | 53,300 | ★ |
Hantech 098070 | +7.4% | 47,900 | |
Woniltni 136150 | +7.0% | 17,630 | |
Samchully 004690 | +5.8% | 154,400 | |
Pan Ocean 028670 | +5.5% | 5,330 | |
NK 085310 | +5.5% | 1,086 | |
GS Holdings 078930 | +5.5% | 69,000 | |
Korea Line 005880 | +5.2% | 2,350 | |
Bhi 083650 | +5.0% | 109,500 |
Related news
- 유가 폭등에 카타르 LNG 차질까지…올여름 가스·전기요금 상승 압박 — 중앙일보 (Korean)
- LNG 수급 연말까지 문제없다지만…전쟁 장기화 땐 산업계 부담↑ — 한겨레 (Korean)
Closing Thoughts
Headlines tied SNTEnergy, leader of Nuclear and LNG (Liquefied Natural Gas), to the fallout from a strike on Qatar LNG. The open question is whether that news flow continues.
News on construction stocks pointed to hopes for nuclear investment in the US. Ukraine Reconstruction also came back after a 36-day gap, with an average change of 10.55%.