May 8: 3 Strong Themes — Metals (Non-Ferrous), Shipbuilding
3 strong themes — 1 running · 1 recurred · 1 new. Top: Metals (Non-Ferrous) +29.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Metals (Non-Ferrous) | Namsun Aluminium | +29.71% | |
| Shipbuilding | Samsung Heavy Industries | +5.65% | |
| Semiconductors | Samsung Electronics | +1.35% |
Metals (Non-Ferrous) led the 2018-05-08 session with an average change of 29.71%, driven by its only stock, Namsun Aluminium. The theme came back after a gap of 264 days.
Same-day Korean news reports tied the jump in Namsun Aluminium to easing worries over GM Korea and to hopes for economic cooperation between the two Koreas. The stock closed at 1550.
Shipbuilding stayed strong for a 2-day streak, with Samsung Heavy Industries up 5.65%. Semiconductors appeared as a new theme, with Samsung Electronics up 1.35%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Metals (Non-Ferrous) | recurred after 264 days | +29.7% | 1/1 | Namsun Aluminium |
| 2 | Shipbuilding | 2 days running | +5.7% | 1/1 | Samsung Heavy Industries |
| 3 | Semiconductors | new | +1.4% | 1/1 | Samsung Electronics |
Theme by Theme
1. Metals (Non-Ferrous) (recurred after 264 days)
- Episode: started 2018-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Namsun Aluminium 008350 | +29.7% | 1,550 | ★ |
Related news
- [주목! 급등락 종목] ‘한국GM 불확실성 완화+남북 경협 기대감’에 남선알미늄 ‘上’ — 뉴스핌 (Korean)
- [특징주]남선알미늄, 남북경협 수혜+한국GM 우려 완화
급등— 이데일리 (Korean) - [이시각 상한가] 남선알미늄(▲355) - 8일 오후 13시55분 — 이투데이 (Korean)
2. Shipbuilding (2 days running)
- Episode: started 2018-05-04, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Heavy Industries 010140 | +5.7% | 7,400 | ★ |
Related news
- [ET투자뉴스]조선주테마, 삼성중공업, 대우조선해양 중심으로 강세 — 전자신문 (Korean)
3. Semiconductors (new)
- Episode: started 2018-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Electronics 005930 | +1.4% | 52,600 | ★ |
Closing Thoughts
The next question is whether Metals (Non-Ferrous) can last beyond a one-day episode after its 264-day gap. Shipbuilding, now on a 2-day streak, will show whether its run continues.
Semiconductors is new to the list with an average change of 1.35%, and that comes from a single stock. Whether more stocks join this theme will show how broad the move is.