Feb 2: 6 Strong Themes — Petrochemicals, Securities Brokers
6 strong themes — 2 running · 3 recurred · 1 new. Top: Petrochemicals +8.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Petrochemicals | Kolon Industries | +17.04% | |
| Securities Brokers | Daol Investment & Securities | +5.64% | |
| Semiconductors | Winpac | +13.58% | |
| Battery | Welcron Hantec | +5.48% | |
| Space & Aerospace | Kencoa Aerospace | +4.18% | |
| Electric Cables / Power Equipment | Dawon Cable | +4.10% |
On 2021-02-02, every strong theme finished with all of its stocks higher. Petrochemicals led with an average change of 8.73%, returning after a 48-day gap.
Kolon Industries jumped 17.04%, the biggest gain in the group. Headlines tied the move to fourth-quarter earnings expectations and a new high.
Securities Brokers and Semiconductors extended their streaks to 2 days, with averages of 6.51% and 6.11%. Winpac rose 13.58% and Hanwha Investment&securities 12.04%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Petrochemicals | recurred after 48 days | +8.7% | 5/5 | Kolon Industries |
| 2 | Securities Brokers | 2 days running | +6.5% | 4/4 | Daol Investment & Securities |
| 3 | Semiconductors | 2 days running | +6.1% | 6/6 | Winpac |
| 4 | Battery | recurred after 4 days | +5.4% | 6/6 | Welcron Hantec |
| 5 | Space & Aerospace | recurred after 12 days | +5.3% | 3/3 | Kencoa Aerospace |
| 6 | Electric Cables / Power Equipment | new | +3.3% | 5/5 | Dawon Cable |
Theme by Theme
1. Petrochemicals (recurred after 48 days)
- Episode: started 2021-02-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kolon Industries 120110 | +17.0% | 49,100 | ★ |
SKC 011790 | +8.4% | 126,891 | |
Aekyung Chemical 161000 | +8.1% | 9,490 | |
Korea Petro Chemical Ind 006650 | +7.7% | 309,500 | |
Kumho Petro Chemical 011780 | +2.5% | 250,500 |
Related news
- [특징주] 코오롱인더, 4분기 ‘어닝 서프라이즈’ 기대감에 신고가 경신 — 아주경제 (Korean)
- [특징주] 코오롱인더, 4분기 영업익 400% 증가 전망…신고가 — 뉴스핌 (Korean)
2. Securities Brokers (2 days running)
- Episode: started 2021-02-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Investment&securities 003530 | +12.0% | 3,070 | |
Daol Investment & Securities 030210 | +5.6% | 3,745 | ★ |
DB Securities 016610 | +4.9% | 5,100 | |
Hanyang Securities 001750 | +3.4% | 9,700 |
Related news
- KTB투자증권, 작년 사상 최대 이익 달성 소식에 10%대 ↑ — 머니투데이 (Korean)
- [특징주] KTB투자증권, 사상 최대 이익 발표에 장초반 8% ↑ — 서울경제 (Korean)
3. Semiconductors (2 days running)
- Episode: started 2021-02-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Winpac 097800 | +13.6% | 10,245 | ★ |
JT 089790 | +8.1% | 9,500 | |
Nepes 033640 | +5.5% | 46,750 | |
SK hynix 000660 | +4.0% | 130,000 | |
Mi 059090 | +3.8% | 16,400 | |
Samsung Electronics 005930 | +1.7% | 84,400 |
4. Battery (recurred after 4 days)
- Episode: started 2021-02-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Elentec 054210 | +8.8% | 8,240 | |
Dit 110990 | +6.9% | 9,860 | |
Lotte Energy Materials 020150 | +6.8% | 75,500 | |
Welcron Hantec 076080 | +5.5% | 3,755 | ★ |
Cosmochemical 005420 | +2.8% | 11,101 | |
LG Chem 051910 | +1.6% | 965,000 |
Related news
- 웰크론한텍 건설부문, 7000평 규모 바이오기업 생산부지 수주 — 머니투데이 (Korean)
5. Space & Aerospace (recurred after 12 days)
- Episode: started 2021-02-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Systems 272210 | +6.1% | 16,273 | |
Korea Aerospace Industries 047810 | +5.6% | 33,800 | |
Kencoa Aerospace 274090 | +4.2% | 12,450 | ★ |
Related news
- [장중수급포착] 켄코아에어로스페이스, 외국인/기관 동시 순매수… 주가 +4.60% — 뉴스핌 (Korean)
6. Electric Cables / Power Equipment (new)
- Episode: started 2021-02-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cheryong Electric 033100 | +4.6% | 5,860 | |
Dawon Cable 006340 | +4.1% | 1,395 | ★ |
Cheryong Industrial 147830 | +3.3% | 3,115 | |
Korea Electronic Power Industrial Development 130660 | +2.5% | 4,600 | |
LS 006260 | +2.1% | 68,200 |
Related news
- 동학개미, 反공매도 전선 뭉친다… 공매도 표적 셀트리온 주가 급등 — 서울신문 (Korean)
Closing Thoughts
Electric Cables / Power Equipment appeared as a new theme, averaging 3.32% with all 5 stocks up. Its leader, Dawon Cable, traded 15489359 shares.
Battery and Space & Aerospace returned after gaps of 4 and 12 days, averaging 5.41% and 5.31%. The next test is whether the 2-day streaks in Securities Brokers and Semiconductors continue.