Apr 9: 8 Strong Themes — Steel (Small & Mid Cap), Defense & War
8 strong themes — 1 running · 7 recurred. Top: Steel (Small & Mid Cap) +14.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Steel (Small & Mid Cap) | Keum Kang Steel | +29.98% | |
| Defense & War | Firstec | +29.92% | |
| Steel Pipe | Histeel | +13.07% | |
| Plastic Alternatives & Biodegradables | Jinyoung | +4.63% | |
| Oil Refining | S-Oil | +6.69% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +2.12% | |
| Media (Broadcast & Press) | YTN | +4.78% | |
| Steel Majors | Kisco | +2.53% |
Steel led the Apr 9 session. Steel (Small & Mid Cap) posted an average change of 14.52%, with all 10 stocks in the theme closing higher.
Keum Kang Steel led the group at 29.98%, and Bookook Steel gained 29.85%. Steel Pipe added an average change of 6.45%, led by Histeel.
Defense & War posted an average change of 10.28%, with all 9 stocks up. Firstec led the theme at 29.92%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Steel (Small & Mid Cap) | recurred after 6 days | +14.5% | 10/10 | Keum Kang Steel |
| 2 | Defense & War | recurred after 2 days | +10.3% | 9/9 | Firstec |
| 3 | Steel Pipe | recurred after 6 days | +6.5% | 8/8 | Histeel |
| 4 | Plastic Alternatives & Biodegradables | recurred after 2 days | +4.4% | 6/6 | Jinyoung |
| 5 | Oil Refining | recurred after 3 days | +3.6% | 3/3 | S-Oil |
| 6 | LPG (Liquefied Petroleum Gas) | recurred after 7 days | +3.2% | 6/6 | HeunguOil |
| 7 | Media (Broadcast & Press) | recurred after 153 days | +2.7% | 7/7 | YTN |
| 8 | Steel Majors | 2 days running | +2.6% | 10/10 | Kisco |
Theme by Theme
1. Steel (Small & Mid Cap) (recurred after 6 days)
- Episode: started 2026-04-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Keum Kang Steel 053260 | +30.0% | 5,810 | ★ |
Bookook Steel 026940 | +29.9% | 2,675 | |
Dongil Steelux 023790 | +15.3% | 1,125 | |
Nexteel 092790 | +14.8% | 16,830 | |
Histeel 071090 | +13.1% | 4,325 | |
Dong Il Steel MFG 002690 | +11.5% | 1,770 | |
Moonbae Steel 008420 | +8.4% | 2,460 | |
KBI Dong Yang Steel Pipe 008970 | +8.2% | 1,998 | |
Ajusteel 139990 | +7.6% | 3,245 | |
NI Steel 008260 | +6.6% | 3,815 |
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2. Defense & War (recurred after 2 days)
- Episode: started 2026-04-09, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Firstec 010820 | +29.9% | 9,770 | ★ |
HanilForgingIndustrial 024740 | +15.0% | 3,300 | |
DYC 310870 | +9.7% | 1,796 | |
WaveElectronics 095270 | +8.9% | 6,010 | |
Vitzrocell 082920 | +7.0% | 41,550 | |
Victek 065450 | +6.7% | 5,200 | |
RF Materials 327260 | +5.4% | 75,700 | |
Korea Aerospace Industries 047810 | +5.0% | 199,900 | |
Hanwha Systems 272210 | +5.0% | 137,100 |
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3. Steel Pipe (recurred after 6 days)
- Episode: started 2026-04-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Nexteel 092790 | +14.8% | 16,830 | |
Histeel 071090 | +13.1% | 4,325 | ★ |
KBI Dong Yang Steel Pipe 008970 | +8.2% | 1,998 | |
SeAH Steel 306200 | +7.4% | 152,400 | |
Ust 263770 | +3.5% | 2,090 | |
Husteel 005010 | +2.7% | 5,780 | |
Korea Castiron Pipe Ind 000970 | +1.0% | 6,980 | |
Irem 009730 | +1.0% | 515 |
4. Plastic Alternatives & Biodegradables (recurred after 2 days)
- Episode: started 2026-04-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hankuk Package 037230 | +8.0% | 2,370 | |
Ecoplastic 038110 | +6.3% | 3,730 | |
Jinyoung 285800 | +4.6% | 2,055 | ★ |
Serim B&G 340440 | +4.2% | 2,005 | |
Samryoong 014970 | +2.2% | 7,750 | |
CTK 260930 | +1.3% | 3,880 |
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5. Oil Refining (recurred after 3 days)
- Episode: started 2026-04-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +6.7% | 119,600 | ★ |
SK Innovation 096770 | +3.0% | 124,000 | |
GS Holdings 078930 | +1.2% | 69,400 |
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6. LPG (Liquefied Petroleum Gas) (recurred after 7 days)
- Episode: started 2026-04-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +6.7% | 119,600 | |
Joong Ang Enervis 000440 | +4.2% | 20,800 | |
SK Innovation 096770 | +3.0% | 124,000 | |
HeunguOil 024060 | +2.1% | 19,240 | ★ |
Kukdong Oil & Chemicals 014530 | +2.0% | 3,840 | |
GS Holdings 078930 | +1.2% | 69,400 |
7. Media (Broadcast & Press) (recurred after 153 days)
- Episode: started 2026-04-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
ContentreeJoongAng 036420 | +8.7% | 5,980 | |
YTN 040300 | +4.8% | 3,290 | ★ |
KT Skylife 053210 | +1.9% | 4,730 | |
iMBC 052220 | +1.5% | 3,060 | |
Korea New Network 058400 | +1.4% | 732 | |
Seoul Broadcasting System 034120 | +0.6% | 15,170 | |
TBC 033830 | +0.2% | 612 |
8. Steel Majors (2 days running)
- Episode: started 2026-04-08, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
SeAH Steel 306200 | +7.4% | 152,400 | |
Hyundai Steel Company 004020 | +3.6% | 39,200 | |
Daehan Steel 084010 | +3.4% | 11,710 | |
Dongkuk Steel Mill 460860 | +2.6% | 10,250 | |
Kisco 104700 | +2.5% | 9,730 | ★ |
Dongkuk Coated Metal 460850 | +1.7% | 5,470 | |
KG Dongbusteel 016380 | +1.5% | 5,500 | |
POSCO Holdings 005490 | +1.2% | 367,000 | |
SeAH Besteel Holdings 001430 | +1.0% | 69,500 | |
Kiswire 002240 | +0.7% | 21,200 |
Closing Thoughts
Energy-linked themes also rose. Oil Refining posted an average change of 3.62%, with S-Oil up 6.69%. Headlines pointed to strains in the US-Iran ceasefire and worries about a Hormuz blockade.
Steel Majors reached a streak of 2 with an average change of 2.56%. Media (Broadcast & Press) came back after a 153-day gap. Later sessions will show whether this breadth holds.