Nov 4: 8 Strong Themes — Solar, Battery
8 strong themes — 8 recurred. Top: Solar +15.2%.
Strong themes8
Top change+15.2%
LeaderDae Myoung Energy
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 | Dae Myoung Energy | +29.96% | |
| Battery | Sangsinenergydisplayprecision | +23.19% | |
| Energy Storage (ESS) | Kumyang Green Power | +19.91% | |
| Wind | Dae Myoung Energy | +29.96% | |
| Post-War Reconstruction (Ukraine, Middle East) | DaedongMetal | +29.85% | |
| Solid Oxide Fuel Cells (SOFC) | Kumyang Green Power | +19.91% | |
| Semiconductor Equipment | Koses | +9.18% | |
| Semiconductor Substrates (FC-BGA, MLB) | Simmtech Holdings | +14.29% |
Renewables dominated the session, and Solar posted the top average gain at 15.19%. All 10 stocks in the theme closed higher.
Battery returned after a 16-day gap with a 15.11% average, led by Sangsinenergydisplayprecision at 23.19%. Energy Storage (ESS) followed at 13.35%.
Dae Myoung Energy jumped 29.96% and led both Solar and Wind. In Post-War Reconstruction (Ukraine, Middle East), DaedongMetal rose 29.85%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 2 days | +15.2% | 10/10 | Dae Myoung Energy |
| 2 | Battery | recurred after 16 days | +15.1% | 10/10 | Sangsinenergydisplayprecision |
| 3 | Energy Storage (ESS) | recurred after 2 days | +13.3% | 10/10 | Kumyang Green Power |
| 4 | Wind | recurred after 2 days | +12.7% | 10/10 | Dae Myoung Energy |
| 5 | Post-War Reconstruction (Ukraine, Middle East) | recurred after 2 days | +11.1% | 10/10 | DaedongMetal |
| 6 | Solid Oxide Fuel Cells (SOFC) | recurred after 7 days | +10.2% | 10/10 | Kumyang Green Power |
| 7 | Semiconductor Equipment | recurred after 2 days | +7.6% | 10/10 | Koses |
| 8 | Semiconductor Substrates (FC-BGA, MLB) | recurred after 2 days | +7.2% | 10/10 | Simmtech Holdings |
Theme by Theme
1. Solar (recurred after 2 days)
- Episode: started 2026-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dae Myoung Energy 389260 | +30.0% | 13,750 | ★ |
Kumyang Green Power 282720 | +19.9% | 7,770 | |
Hanwha Solutions 009830 | +18.6% | 28,000 | |
DaejooElectronicMaterials 078600 | +15.2% | 92,700 | |
Advanced Nano Products 121600 | +12.5% | 71,900 | |
HD Hyundai Energy Solutions 322000 | +12.5% | 88,400 | |
G2Power 388050 | +11.7% | 7,840 | |
Development Advance Solution 058730 | +10.8% | 2,925 | |
GnBS eco 382800 | +10.4% | 5,460 | |
OCI Holdings Company 010060 | +10.4% | 200,000 |
Related news
- [급등락주 짚어보기] 대명에너지·케이엔알시스템 ‘上’…신재생·로봇 호재 — 이투데이 (Korean)
2. Battery (recurred after 16 days)
- Episode: started 2026-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sangsinenergydisplayprecision 091580 | +23.2% | 28,150 | ★ |
Gfi 493330 | +17.0% | 10,400 | |
Shin Heung Energy & Electronics 243840 | +16.5% | 6,560 | |
DaejooElectronicMaterials 078600 | +15.2% | 92,700 | |
Fino 033790 | +14.7% | 8,350 | |
Eco&Dream 101360 | +14.5% | 9,460 | |
Shinsung ST 416180 | +13.1% | 25,550 | |
L&F 066970 | +12.8% | 91,400 | |
Advanced Nano Products 121600 | +12.5% | 71,900 | |
Samsung SDI 006400 | +11.6% | 545,000 |
Related news
- [장중수급포착] 상신이디피, 기관 9일 연속 순매수행진… 주가 +11.60% — 뉴스핌 (Korean)
3. Energy Storage (ESS) (recurred after 2 days)
- Episode: started 2026-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang Green Power 282720 | +19.9% | 7,770 | ★ |
Gfi 493330 | +17.0% | 10,400 | |
HanJungNCS 107640 | +16.1% | 51,900 | |
Shinsung ST 416180 | +13.1% | 25,550 | |
HD Hyundai Energy Solutions 322000 | +12.5% | 88,400 | |
Vina Tech 126340 | +11.7% | 96,200 | |
G2Power 388050 | +11.7% | 7,840 | |
Samsung SDI 006400 | +11.6% | 545,000 | |
W-scope Chungju Plant 393890 | +10.5% | 8,300 | |
Enchem 348370 | +9.4% | 17,290 |
4. Wind (recurred after 2 days)
- Episode: started 2026-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dae Myoung Energy 389260 | +30.0% | 13,750 | ★ |
Formetal 119500 | +20.8% | 3,225 | |
Kumyang Green Power 282720 | +19.9% | 7,770 | |
SeAH Steel Holdings 003030 | +13.3% | 112,300 | |
CS Bearing 297090 | +8.3% | 4,280 | |
SK eternix 475150 | +8.1% | 38,900 | |
CS Wind 112610 | +7.6% | 44,650 | |
SK oceanplant 100090 | +7.0% | 9,650 | |
Dongkuk Structures & Construction 100130 | +6.1% | 1,470 | |
Dongkuk Industries Company 005160 | +5.6% | 3,465 |
Related news
- [급등락주 짚어보기] 대명에너지·케이엔알시스템 ‘上’…신재생·로봇 호재 — 이투데이 (Korean)
5. Post-War Reconstruction (Ukraine, Middle East) (recurred after 2 days)
- Episode: started 2026-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DaedongMetal 020400 | +29.9% | 2,575 | ★ |
DaedongGear 008830 | +18.9% | 6,220 | |
TYM 002900 | +12.4% | 6,180 | |
Development Advance Solution 058730 | +10.8% | 2,925 | |
SY Steel Tech 365330 | +7.9% | 1,497 | |
SY 109610 | +6.9% | 1,772 | |
Paratech 033540 | +6.6% | 2,275 | |
Samsung E&A 028050 | +6.3% | 65,500 | |
Daedong 000490 | +5.7% | 6,910 | |
Daeyang Electric 108380 | +5.4% | 15,390 |
Related news
- [특징주] 농기계 수출 확대 기대감에 관련株 ‘대동금속·대동기어’ 30%↑ — 뉴스핌 (Korean)
- 대동금속·한진칼우 30% 육박…농기계·신재생에너지주 강세 — 광주매일신문 (Korean)
6. Solid Oxide Fuel Cells (SOFC) (recurred after 7 days)
- Episode: started 2026-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang Green Power 282720 | +19.9% | 7,770 | ★ |
Doosan Fuel Cell 336260 | +12.7% | 32,300 | |
Vina Tech 126340 | +11.7% | 96,200 | |
Amosense 357580 | +11.6% | 5,990 | |
Koses 089890 | +9.2% | 32,100 | |
Seojin System 178320 | +8.1% | 29,300 | |
SK eternix 475150 | +8.1% | 38,900 | |
Hansun Engineering 452280 | +8.0% | 11,910 | |
Mi 059090 | +7.5% | 22,800 | |
Bumhan Fuel Cell 382900 | +5.6% | 17,410 |
7. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2026-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GnBS eco 382800 | +10.4% | 5,460 | |
Koses 089890 | +9.2% | 32,100 | ★ |
Tse 131290 | +8.7% | 219,500 | |
Neosem 253590 | +8.4% | 16,700 | |
Seojin System 178320 | +8.1% | 29,300 | |
Jusung Engineering 036930 | +7.7% | 167,100 | |
Shinsung E&g 011930 | +6.2% | 13,690 | |
Apact 200470 | +5.9% | 9,300 | |
Dawon Nexview 323350 | +5.6% | 11,800 | |
Justem 417840 | +5.5% | 12,030 |
Related news
- [장중수급포착] 코세스, 외국인/기관 동시 순매수… 주가 +4.76% — 뉴스핌 (Korean)
8. Semiconductor Substrates (FC-BGA, MLB) (recurred after 2 days)
- Episode: started 2026-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Simmtech Holdings 036710 | +14.3% | 4,000 | ★ |
Neotechnicalsystem 085910 | +9.7% | 19,400 | |
Simmtech 222800 | +9.5% | 123,000 | |
Korea Circuit 007810 | +9.0% | 77,600 | |
Taesung 323280 | +7.7% | 50,900 | |
TLB 356860 | +6.2% | 37,950 | |
Dawon Nexview 323350 | +5.6% | 11,800 | |
Intekplus 064290 | +4.8% | 50,400 | |
GigaVis 420770 | +3.8% | 82,700 | |
LG Innotek 011070 | +1.6% | 309,000 |
Related news
- [모닝 리포트] “심텍, 고부가 반도체 기판 판매 확대에 수익성 개선” — 뉴스핌 (Korean)
Closing Thoughts
All eight themes had 10 of 10 stocks rising, but each has a streak of only 1 day after a break. The next sessions will show whether Solar extends the move beyond a single day.
Chip-related themes lagged, with Semiconductor Equipment at 7.58% and Semiconductor Substrates (FC-BGA, MLB) at 7.22%. The next question is whether the gap with energy themes holds.