Mar 31: 5 Strong Themes — Metals (Non-Ferrous), Shipping
5 strong themes — 4 running · 1 recurred. Top: Metals (Non-Ferrous) +15.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Metals (Non-Ferrous) | Choil Aluminum | +29.97% | |
| Shipping | STX Green Logis | +18.18% | |
| Nuclear | Kangwon Energy | +26.29% | |
| Solar | Agent AI | +12.75% | |
| Wind | Kumyang Green Power | +5.88% |
On Mar 31, Metals (Non-Ferrous) led with an average change of 15.92%, and all 10 stocks closed higher. Choil Aluminum rose 29.97%, and Namsun Aluminium gained 29.96%.
Shipping posted an average change of 9.32%, with all 6 stocks up. Heung-a Shipping gained 29.85%, while theme leader STX Green Logis added 18.18%.
Nuclear came back after a gap of 11 days with an average change of 7.17%. Leader Kangwon Energy jumped 26.29%, and all 9 stocks rose.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Metals (Non-Ferrous) | 2 days running | +15.9% | 10/10 | Choil Aluminum |
| 2 | Shipping | 2 days running | +9.3% | 6/6 | STX Green Logis |
| 3 | Nuclear | recurred after 11 days | +7.2% | 9/9 | Kangwon Energy |
| 4 | Solar | 2 days running | +5.2% | 9/9 | Agent AI |
| 5 | Wind | 2 days running | +4.3% | 5/5 | Kumyang Green Power |
Theme by Theme
1. Metals (Non-Ferrous) (2 days running)
- Episode: started 2026-03-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Choil Aluminum 018470 | +30.0% | 1,609 | ★ |
Namsun Aluminium 008350 | +30.0% | 1,800 | |
Sama Aluminium 006110 | +29.9% | 40,200 | |
Aluko 001780 | +23.8% | 2,655 | |
PJ Metal 128660 | +18.1% | 3,630 | |
Kukil Metal 060480 | +10.8% | 1,762 | |
Cenit 037760 | +7.3% | 2,110 | |
Hanjoo Light Metal 198940 | +5.6% | 730 | |
DI Dong Il 001530 | +3.1% | 21,650 | |
Hwang Kum Steel & Technology 032560 | +0.7% | 5,850 |
2. Shipping (2 days running)
- Episode: started 2026-03-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Heung-a Shipping 003280 | +29.9% | 3,980 | |
STX Green Logis 465770 | +18.2% | 7,150 | ★ |
Korea Line 005880 | +6.0% | 2,395 | |
KSS Line 044450 | +1.4% | 10,900 | |
Pan Ocean 028670 | +0.4% | 4,895 | |
HMM 011200 | +0.1% | 19,570 |
Related news
- “유가 급등에 연안해운 정부 지원 확대 건의” — KBS (Korean)
- 해운조합, 유가 폭등 대응 118억 긴급 지원 — 부산일보 (Korean)
3. Nuclear (recurred after 11 days)
- Episode: started 2026-03-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kangwon Energy 114190 | +26.3% | 15,610 | ★ |
Sammi Metal Products 012210 | +12.4% | 13,140 | |
Kumyang Green Power 282720 | +5.9% | 18,000 | |
Taewoong 044490 | +5.9% | 49,650 | |
G2Power 388050 | +5.3% | 11,560 | |
Hantech 098070 | +3.4% | 48,900 | |
Sung Kwang Bend 014620 | +3.1% | 35,100 | |
BMTCo 086670 | +1.8% | 14,860 | |
T. K 023160 | +0.6% | 35,000 |
4. Solar (2 days running)
- Episode: started 2026-03-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Agent AI 060900 | +12.8% | 451 | ★ |
Cnplus 115530 | +7.7% | 320 | |
Kumyang Green Power 282720 | +5.9% | 18,000 | |
G2Power 388050 | +5.3% | 11,560 | |
GnBS eco 382800 | +4.6% | 5,880 | |
KoMi 183300 | +4.6% | 107,300 | |
HD Hyundai Energy Solutions 322000 | +3.0% | 139,100 | |
Hanwha Solutions 009830 | +1.5% | 37,150 | |
SDN Company 099220 | +1.5% | 1,323 |
5. Wind (2 days running)
- Episode: started 2026-03-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Cnplus 115530 | +7.7% | 320 | |
Kumyang Green Power 282720 | +5.9% | 18,000 | ★ |
Taewoong 044490 | +5.9% | 49,650 | |
LS Marine Solution 060370 | +1.0% | 29,100 | |
Dongkuk Industries Company 005160 | +0.8% | 3,145 |
Closing Thoughts
Solar and Wind both extended 2-day streaks, at average changes of 5.2% and 4.26%. Kumyang Green Power, up 5.88%, appeared in Solar, Wind and Nuclear alike.
Two Shipping headlines on Mar 31 cited surging oil prices and support for coastal shipping. The next session will show whether the 2-day runs in Metals (Non-Ferrous) and Shipping hold.