Apr 3: 8 Strong Themes — Solar, Telecom Equipment
8 strong themes — 1 running · 7 recurred. Top: Solar +17.5%.
Strong themes8
Top change+17.5%
LeaderShinsung E&g
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 | Shinsung E&g | +25.27% | |
| Telecom Equipment | Korea Advanced Materials | +30.00% | |
| Defense & War | TAIHAN Fiberoptics | +25.89% | |
| 5G | Korea Advanced Materials | +30.00% | |
| Wind | SK eternix | +24.00% | |
| Nuclear | Taewoong | +14.32% | |
| Optical Communications | Korea Advanced Materials | +30.00% | |
| Shipbuilding Equipment | Atum | +9.77% |
On Apr 3, renewable energy led the session. Solar topped the board with an average change of 17.48%, and all 10 of its stocks closed higher.
Telecom Equipment followed with an average change of 16.73%. Its leader, Korea Advanced Materials, rose 30.0% and also led 5G and Optical Communications.
Defense & War was the only theme on a run, with a streak of 3 days and an average change of 14.85%. Its leader, TAIHAN Fiberoptics, gained 25.89%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 3 days | +17.5% | 10/10 | Shinsung E&g |
| 2 | Telecom Equipment | recurred after 2 days | +16.7% | 10/10 | Korea Advanced Materials |
| 3 | Defense & War | 3 days running | +14.8% | 9/9 | TAIHAN Fiberoptics |
| 4 | 5G | recurred after 2 days | +14.3% | 9/9 | Korea Advanced Materials |
| 5 | Wind | recurred after 3 days | +13.5% | 10/10 | SK eternix |
| 6 | Nuclear | recurred after 2 days | +10.5% | 9/9 | Taewoong |
| 7 | Optical Communications | recurred after 2 days | +10.5% | 10/10 | Korea Advanced Materials |
| 8 | Shipbuilding Equipment | recurred after 2 days | +10.4% | 10/10 | Atum |
Theme by Theme
1. Solar (recurred after 3 days)
- Episode: started 2026-04-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Energy Solutions 322000 | +30.0% | 191,100 | |
S-Energy 095910 | +29.9% | 1,944 | |
Shinsung E&g 011930 | +25.3% | 3,445 | ★ |
SK eternix 475150 | +24.0% | 68,200 | |
G2Power 388050 | +12.8% | 12,520 | |
OCI Holdings Company 010060 | +11.9% | 229,500 | |
Dae Myoung Energy 389260 | +10.8% | 27,300 | |
Cnplus 115530 | +10.3% | 333 | |
Paru 043200 | +10.1% | 1,035 | |
Hanwha Solutions 009830 | +9.7% | 39,050 |
Related news
- [장중수급포착] 신성이엔지, 외국인/기관 동시 순매수… 주가 +26.18% — 뉴스핌 (Korean)
2. Telecom Equipment (recurred after 2 days)
- Episode: started 2026-04-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Advanced Materials 062970 | +30.0% | 3,575 | ★ |
CS 065770 | +30.0% | 1,440 | |
Opticis 109080 | +21.6% | 12,880 | |
Mercury 100590 | +17.8% | 6,100 | |
Sawnics 088280 | +14.5% | 4,105 | |
Kisan Telecom 035460 | +13.7% | 2,900 | |
RF Materials 327260 | +10.9% | 76,400 | |
WaveElectronics 095270 | +10.6% | 5,850 | |
Fino 033790 | +9.5% | 10,240 | |
Frtek 073540 | +8.7% | 3,065 |
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- 통신장비株, 6G상용화·광통신 기술 활용 기대감에 장초반 급등 — 머니투데이 (Korean)
3. Defense & War (3 days running)
- Episode: started 2026-04-01, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
TAIHAN Fiberoptics 010170 | +25.9% | 12,740 | ★ |
Firstec 010820 | +24.9% | 9,130 | |
RF Systems 474610 | +14.3% | 12,150 | |
Kisan Telecom 035460 | +13.7% | 2,900 | |
STX Engine 077970 | +13.7% | 36,200 | |
RF Materials 327260 | +10.9% | 76,400 | |
WaveElectronics 095270 | +10.6% | 5,850 | |
HanilForgingIndustrial 024740 | +9.9% | 3,230 | |
Itcenentec 010280 | +9.8% | 1,093 |
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4. 5G (recurred after 2 days)
- Episode: started 2026-04-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Advanced Materials 062970 | +30.0% | 3,575 | ★ |
TAIHAN Fiberoptics 010170 | +25.9% | 12,740 | |
Sawnics 088280 | +14.5% | 4,105 | |
Kisan Telecom 035460 | +13.7% | 2,900 | |
Kostecsys 355150 | +10.6% | 25,000 | |
WaveElectronics 095270 | +10.6% | 5,850 | |
Frtek 073540 | +8.7% | 3,065 | |
Solid 050890 | +8.2% | 16,300 | |
Wiable 065530 | +6.7% | 2,150 |
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- [특징주] CS, 최대주주 지분 확대·5G 수혜 기대에 30% ↑ — 뉴스핌 (Korean)
5. Wind (recurred after 3 days)
- Episode: started 2026-04-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK eternix 475150 | +24.0% | 68,200 | ★ |
CS Wind 112610 | +18.5% | 76,900 | |
CS Bearing 297090 | +14.8% | 9,140 | |
Taewoong 044490 | +14.3% | 50,700 | |
Unison 018000 | +12.9% | 1,682 | |
SeAH Steel Holdings 003030 | +11.4% | 253,000 | |
Dae Myoung Energy 389260 | +10.8% | 27,300 | |
Cnplus 115530 | +10.3% | 333 | |
Dongkuk Structures & Construction 100130 | +9.3% | 2,530 | |
KolonGlobal 003070 | +9.1% | 11,540 |
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6. Nuclear (recurred after 2 days)
- Episode: started 2026-04-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taewoong 044490 | +14.3% | 50,700 | ★ |
G2Power 388050 | +12.8% | 12,520 | |
Orbitech 046120 | +12.1% | 12,760 | |
SNTEnergy 100840 | +11.1% | 52,100 | |
DL E&c 375500 | +10.1% | 75,000 | |
T. K 023160 | +9.5% | 41,350 | |
Sung Kwang Bend 014620 | +9.4% | 39,600 | |
Soosan Industries 126720 | +8.1% | 27,950 | |
Hy-lok 013030 | +7.3% | 38,050 |
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7. Optical Communications (recurred after 2 days)
- Episode: started 2026-04-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Advanced Materials 062970 | +30.0% | 3,575 | ★ |
TAIHAN Fiberoptics 010170 | +25.9% | 12,740 | |
Mercury 100590 | +17.8% | 6,100 | |
RF Materials 327260 | +10.9% | 76,400 | |
Woori-Net 115440 | +6.0% | 11,250 | |
Sungho Electronics 043260 | +4.4% | 45,950 | |
TMC 217590 | +3.3% | 20,450 | |
RFHIC 218410 | +3.0% | 89,000 | |
Lightron Fiber-optic Devices 069540 | +2.0% | 3,250 | |
Zaram Technology 389020 | +2.0% | 49,250 |
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8. Shipbuilding Equipment (recurred after 2 days)
- Episode: started 2026-04-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taewoong 044490 | +14.3% | 50,700 | |
STX Engine 077970 | +13.7% | 36,200 | |
Hankuk Carbon 017960 | +13.6% | 45,000 | |
Atum 355690 | +9.8% | 5,730 | ★ |
T. K 023160 | +9.5% | 41,350 | |
Sung Kwang Bend 014620 | +9.4% | 39,600 | |
Dongsung Finetec 033500 | +9.1% | 25,850 | |
Sejin Heavy Industries 075580 | +9.1% | 17,340 | |
HD-Hyundai Marine Engine 071970 | +8.3% | 75,800 | |
Bumhan Fuel Cell 382900 | +7.7% | 28,550 |
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Closing Thoughts
Wind returned after a 3-day gap with an average change of 13.53%. SK eternix led it with a 24.0% gain.
Only Defense & War has a multi-day streak. Nuclear (average 10.54%) and Shipbuilding Equipment (average 10.45%) each have a streak of 1, so the next session will show whether they continue.