Nov 9: 7 Strong Themes — Shipping / Shipbuilding / Shipbuilding Equipment, Wind / Solar / Battery / Hydrogen
7 strong themes — 5 recurred · 2 new. Top: Shipping / Shipbuilding / Shipbuilding Equipment +16.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipping / Shipbuilding / Shipbuilding Equipment | Korea Line | +29.76% | |
| Wind / Solar / Battery / Hydrogen | SDN Company | +18.35% | |
| Petrochemicals | Isu Chemical | +18.14% | |
| Sejong City Capital Relocation | Plumb Fast | +20.61% | |
| Airlines & Low-Cost Carriers | Asiana Airlines | +7.25% | |
| Construction Majors | Daewoo Engineering & Construction | +5.11% | |
| Cannabis | Osung Advanced Materials | +5.17% |
On Nov 9, every theme on the strong list closed with all of its stocks higher. Shipping / Shipbuilding / Shipbuilding Equipment led with an average change of 16.16%, and all 7 of its stocks rose.
Korea Line led the shipping group at 29.76%, followed by Pan Ocean at 21.09% and HMM at 16.1%. Headlines pointed to rising freight rates and hopes that US-China trade tension would ease.
Wind / Solar / Battery / Hydrogen followed with an average change of 13.6%, led by SDN Company at 18.35%. Petrochemicals had an average change of 10.63% as the theme returned after 6 days off the list.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipping / Shipbuilding / Shipbuilding Equipment | new | +16.2% | 7/7 | Korea Line |
| 2 | Wind / Solar / Battery / Hydrogen | new | +13.6% | 6/6 | SDN Company |
| 3 | Petrochemicals | recurred after 6 days | +10.6% | 3/3 | Isu Chemical |
| 4 | Sejong City Capital Relocation | recurred after 3161 days | +8.1% | 5/5 | Plumb Fast |
| 5 | Airlines & Low-Cost Carriers | recurred after 55 days | +5.2% | 4/4 | Asiana Airlines |
| 6 | Construction Majors | recurred after 201 days | +4.5% | 3/3 | Daewoo Engineering & Construction |
| 7 | Cannabis | recurred after 4 days | +2.8% | 2/2 | Osung Advanced Materials |
Theme by Theme
1. Shipping / Shipbuilding / Shipbuilding Equipment (new)
- Episode: started 2020-11-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Line 005880 | +29.8% | 1,971 | ★ |
Pan Ocean 028670 | +21.1% | 4,220 | |
HMM 011200 | +16.1% | 11,900 | |
Sejin Heavy Industries 075580 | +13.6% | 7,940 | |
HD Hyundai Mipo 010620 | +13.1% | 34,550 | |
Dongsung Finetec 033500 | +10.8% | 10,900 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +8.7% | 90,100 |
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2. Wind / Solar / Battery / Hydrogen (new)
- Episode: started 2020-11-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SDN Company 099220 | +18.4% | 5,030 | ★ |
Seoam Machinery Industry 100660 | +16.4% | 6,170 | |
CS Wind 112610 | +15.5% | 61,921 | |
TKG Huchems 069260 | +13.6% | 27,150 | |
SK Innovation 096770 | +10.9% | 154,480 | |
Samsung SDI 006400 | +6.8% | 521,824 |
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3. Petrochemicals (recurred after 6 days)
- Episode: started 2020-11-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Isu Chemical 005950 | +18.1% | 6,675 | ★ |
Lotte Chemical 011170 | +9.2% | 260,034 | |
Hyosung Chemical 298000 | +4.5% | 276,000 |
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4. Sejong City Capital Relocation (recurred after 3161 days)
- Episode: started 2020-11-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Plumb Fast 035200 | +20.6% | 5,120 | ★ |
Yura Tech 048430 | +8.4% | 12,200 | |
Kye-ryong Construction Industrial 013580 | +5.4% | 22,350 | |
Youngbo Chemical 014440 | +3.3% | 3,800 | |
Daejoo 003310 | +2.6% | 2,345 |
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5. Airlines & Low-Cost Carriers (recurred after 55 days)
- Episode: started 2020-11-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Asiana Airlines 020560 | +7.2% | 16,585 | ★ |
Hanjinkal 180640 | +5.4% | 88,500 | |
Korean Air Lines 003490 | +4.8% | 16,904 | |
Jejuair 089590 | +3.4% | 11,322 |
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6. Construction Majors (recurred after 201 days)
- Episode: started 2020-11-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +5.1% | 3,290 | ★ |
GS Engineering & Construction 006360 | +5.0% | 29,550 | |
DL Holdings 000210 | +3.3% | 73,645 |
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7. Cannabis (recurred after 4 days)
- Episode: started 2020-11-09, day 1
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Closing Thoughts
Every theme here is on a streak of 1, so the open question is whether any of them carries past Nov 9. Sejong City Capital Relocation came back after 3161 days, led by Plumb Fast at 20.61%.
Airlines & Low-Cost Carriers came back after 55 days with an average change of 5.21%. Construction Majors also returned after 201 days, with an average change of 4.46%.