Oct 8: 5 Strong Themes — Solar, Autonomous Driving
5 strong themes — 1 running · 4 recurred. Top: Solar +20.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Solar | Shinsung E&g | +29.94% | |
| Autonomous Driving | A-Tech Solution | +18.11% | |
| EV | Humax | +8.54% | |
| Hydrogen (Fuel Cells, Vehicles) | Younghwa Tech | +7.48% | |
| Wind | SK D&D | +9.17% |
Five themes stood out in the Oct 8 session, led by Solar with an average change of 20.7%. Three of its four stocks closed higher.
Shinsung E&g led the solar group with a 29.94% gain, and SDN Company added 22.64%. Hanwha Solutions rose 9.53%.
Autonomous Driving came next with an average change of 11.25%, led by A-Tech Solution at 18.11%. EV returned after a 140-day gap and averaged 7.54%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 31 days | +20.7% | 3/4 | Shinsung E&g |
| 2 | Autonomous Driving | recurred after 15 days | +11.2% | 2/2 | A-Tech Solution |
| 3 | EV | recurred after 140 days | +7.5% | 2/2 | Humax |
| 4 | Hydrogen (Fuel Cells, Vehicles) | 2 days running | +5.9% | 2/2 | Younghwa Tech |
| 5 | Wind | recurred after 31 days | +5.4% | 4/4 | SK D&D |
Theme by Theme
1. Solar (recurred after 31 days)
- Episode: started 2020-10-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung E&g 011930 | +29.9% | 32,550 | ★ |
SDN Company 099220 | +22.6% | 4,280 | |
Hanwha Solutions 009830 | +9.5% | 55,720 | |
OCI Holdings Company 010060 | - | - |
Related news
- [이시각 상한가] 신성이엔지(▲750) - 8일 오후 15시13분 — 이투데이 (Korean)
- [장중수급포착] 신성이엔지, 외국인 30.50만 주 대량 순매수… 주가 +27.15% — 뉴스핌 (Korean)
2. Autonomous Driving (recurred after 15 days)
- Episode: started 2020-10-08, day 1
3. EV (recurred after 140 days)
- Episode: started 2020-10-08, day 1
4. Hydrogen (Fuel Cells, Vehicles) (2 days running)
- Episode: started 2020-10-07, day 2
5. Wind (recurred after 31 days)
- Episode: started 2020-10-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK D&D 210980 | +9.2% | 27,008 | ★ |
Dongkuk Structures & Construction 100130 | +5.6% | 9,390 | |
Unison 018000 | +3.5% | 5,222 | |
CS Wind 112610 | +3.4% | 57,413 |
Related news
- [리포트 브리핑]SK디앤디, ‘3Q20 Preview : 부동산이 실적을 이끌고 풍력이 모멘텀을 이끌다’ 목표가 61,000원 - SK증권 — 뉴스핌 (Korean)
- KB운용, SK디앤디 지분 8.03→5.83% — 이데일리 (Korean)
Closing Thoughts
Hydrogen (Fuel Cells, Vehicles) was the only theme on a 2-day streak, with an average change of 5.87%. The other themes came back after gaps of 15 to 140 days.
All 4 Wind stocks rose, for an average change of 5.43%, and SK D&D led at 9.17%. The next session will show whether these one-day moves carry into a second day.