Theme Insight한국어

Jun 16: 8 Strong Themes — Wind, Defense & War

June 16, 2026 · #Wind #Defense & War #Post-War Reconstruction (Ukraine, Middle East) #Solar #Nuclear #Construction (Small & Mid Cap) #Shipbuilding Equipment #Construction Majors

8 strong themes — 5 running · 3 recurred. Top: Wind +18.0%.

Strong themes8 Top change+18.0% LeaderDongkuk Structures & Construction

Average change by strong theme

Average change of member stocks, by theme · descending
Wind
+18.0%
Defense & War
+10.9%
Post-War Reconstruction (Ukraine, Middle East)
+10.3%
Solar
+9.7%
Nuclear
+9.4%
Construction (Small & Mid Cap)
+8.3%
Shipbuilding Equipment
+8.2%
Construction Majors
+7.1%

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 -
ThemeLeaderChangeTrend
WindDongkuk Structures & Construction+16.81%
Defense & WarDaesung Hi-Tech+16.81%
Post-War Reconstruction (Ukraine, Middle East)Firstec+9.81%
SolarSK eternix+14.23%
NuclearDaewoo Engineering & Construction+19.87%
Construction (Small & Mid Cap)Ilsung Construction+30.00%
Shipbuilding EquipmentSK oceanplant+26.92%
Construction MajorsDaewoo Engineering & Construction+19.87%

On Jun 16, Wind topped the board with an average change of 17.99%, and all 10 of its stocks rose. The theme came back after a 48-day gap, with CS Wind up 29.83%.

Post-War Reconstruction (Ukraine, Middle East) posted an average change of 10.26% on a streak of 3. Daewoo Engineering & Construction rose 19.87%, leading Nuclear and Construction Majors.

Defense & War kept a streak of 2 with an average change of 10.91%. In every one of the eight themes, every stock closed higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Windrecurred after 48 days+18.0%10/10Dongkuk Structures & Construction
2Defense & War2 days running+10.9%10/10Daesung Hi-Tech
3Post-War Reconstruction (Ukraine, Middle East)3 days running+10.3%10/10Firstec
4Solarrecurred after 6 days+9.7%10/10SK eternix
5Nuclearrecurred after 26 days+9.4%10/10Daewoo Engineering & Construction
6Construction (Small & Mid Cap)3 days running+8.3%10/10Ilsung Construction
7Shipbuilding Equipment2 days running+8.2%10/10SK oceanplant
8Construction Majors3 days running+7.1%6/6Daewoo Engineering & Construction

Theme by Theme

1. Wind (recurred after 48 days)

StockChangeCloseLeader
CS Wind 112610+29.8%56,800
CS Bearing 297090+29.8%5,860
SK oceanplant 100090+26.9%21,450
Taewoong 044490+22.4%41,850
Dongkuk Structures & Construction 100130+16.8%1,925★
Dae Myoung Energy 389260+16.3%16,550
SK eternix 475150+14.2%55,800
Kumyang Green Power 282720+8.8%9,040
Speco 013810+7.5%2,080
SeAH Steel Holdings 003030+7.4%148,800

2. Defense & War (2 days running)

StockChangeCloseLeader
LIG Defense&Aerospace 079550+18.6%1,002,000
Daesung Hi-Tech 129920+16.8%6,670★
RF Systems 474610+15.6%9,640
Firstec 010820+9.8%8,840
Hanwha Aerospace 012450+9.1%1,183,000
SNT Dynamics 003570+8.8%46,550
WaveElectronics 095270+8.5%4,425
Speco 013810+7.5%2,080
Samyang Comtech 484590+7.5%8,640
Hanwha Systems 272210+6.9%106,400

3. Post-War Reconstruction (Ukraine, Middle East) (3 days running)

StockChangeCloseLeader
Daewoo Engineering & Construction 047040+19.9%27,450
FreeMs 053160+14.8%9,240
DL E&c 375500+13.2%89,400
Firstec 010820+9.8%8,840★
Posco International 047050+9.0%65,300
Samsung E&A 028050+8.8%56,700
Speco 013810+7.5%2,080
SC Engineering 023960+7.5%1,061
Dohwa Engineering 002150+6.2%5,680
Inno Instrument 215790+5.9%1,594

4. Solar (recurred after 6 days)

StockChangeCloseLeader
Dae Myoung Energy 389260+16.3%16,550
SK eternix 475150+14.2%55,800★
OCI Holdings Company 010060+12.4%318,000
OCI Company 456040+9.2%106,600
Hanwha Solutions 009830+9.0%42,200
Kumyang Green Power 282720+8.8%9,040
G2Power 388050+7.7%9,790
SDN Company 099220+6.5%1,049
DaejooElectronicMaterials 078600+6.4%130,300
Dohwa Engineering 002150+6.2%5,680

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5. Nuclear (recurred after 26 days)

StockChangeCloseLeader
Taewoong 044490+22.4%41,850
Daewoo Engineering & Construction 047040+19.9%27,450★
DL E&c 375500+13.2%89,400
Kumyang Green Power 282720+8.8%9,040
G2Power 388050+7.7%9,790
GS Engineering & Construction 006360+5.3%31,850
Woojin 105840+4.4%19,690
DK-Lok 105740+4.3%7,440
Bosung Power Technology 006910+4.3%8,950
Hyosung Heavy Industries 298040+3.7%3,892,000

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6. Construction (Small & Mid Cap) (3 days running)

StockChangeCloseLeader
Ilsung Construction 013360+30.0%1,677★
Sangji Construction 042940+13.0%8,420
KUMHO Engineering & Construction 002990+8.5%4,355
DongshinEngineering&Construction 025950+7.2%13,180
ShinwonConstruction 017000+6.2%2,555
Chinhung International 002780+4.9%948
Namkwang Engineering & Construction 001260+4.2%8,360
Seohee Construction 035890+3.2%2,430
SGC E&c 016250+2.8%12,330
Hanshin Construction 004960+2.7%11,730

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7. Shipbuilding Equipment (2 days running)

StockChangeCloseLeader
SK oceanplant 100090+26.9%21,450★
Taewoong 044490+22.4%41,850
Hankuk Carbon 017960+8.7%35,650
Bumhan Fuel Cell 382900+6.0%30,950
Hanla IMS 092460+4.6%19,750
Cape Industries 064820+3.8%11,110
TMC 217590+3.8%19,700
Il Seung 333430+2.4%4,200
Samyoung M-tek C0 054540+1.9%9,400
Sammi Metal Products 012210+1.9%10,130

8. Construction Majors (3 days running)

StockChangeCloseLeader
Daewoo Engineering & Construction 047040+19.9%27,450★
DL E&c 375500+13.2%89,400
GS Engineering & Construction 006360+5.3%31,850
Hyundai Engineering & Construction 000720+1.9%147,800
IPARK Hyundai Development Company 294870+1.7%20,750
Samsung C&T 028260+0.4%497,000

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Closing Thoughts

The next question is whether the overlap holds. Speco appeared in three themes, and Taewoong rose 22.37% across Wind, Nuclear and Shipbuilding Equipment.

Wind, Solar and Nuclear each restarted on this session with a streak of 1. The coming sessions will show whether they last beyond a single day.

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