Dec 1: 5 Strong Themes — Currency & ATM Systems (incl. CBDC), Shipbuilding
5 strong themes — 5 recurred. Top: Currency & ATM Systems (incl. CBDC) +18.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Currency & ATM Systems (incl. CBDC) | Hannet | +27.70% | |
| Shipbuilding | Samsung Heavy Industries | +5.90% | |
| Petrochemicals | Lotte Chemical | +5.75% | |
| Construction Majors | GS Engineering & Construction | +3.38% | |
| Oil Refining | SK Innovation | +0.66% |
On Dec 1, Currency & ATM Systems (incl. CBDC) led the strong themes with an average change of 18.58%. All 3 of its stocks rose.
Hannet led the group with a 27.7% gain, and a Korean news report linked its surge to a currency reform theme. PULOON Robotics added 17.9% and Chungho Ict 10.14%.
Further back, Shipbuilding averaged 5.9%, led by Samsung Heavy Industries, and Petrochemicals averaged 5.27%. A Korean news report linked refiners’ gains to rising oil prices.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Currency & ATM Systems (incl. CBDC) | recurred after 14 days | +18.6% | 3/3 | Hannet |
| 2 | Shipbuilding | recurred after 126 days | +5.9% | 1/2 | Samsung Heavy Industries |
| 3 | Petrochemicals | recurred after 44 days | +5.3% | 2/2 | Lotte Chemical |
| 4 | Construction Majors | recurred after 51 days | +3.6% | 3/3 | GS Engineering & Construction |
| 5 | Oil Refining | recurred after 9 days | +1.2% | 3/3 | SK Innovation |
Theme by Theme
1. Currency & ATM Systems (incl. CBDC) (recurred after 14 days)
- Episode: started 2016-12-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hannet 052600 | +27.7% | 5,210 | ★ |
PULOON Robotics 094940 | +17.9% | 5,079 | |
Chungho Ict 012600 | +10.1% | 5,053 |
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2. Shipbuilding (recurred after 126 days)
- Episode: started 2016-12-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Heavy Industries 010140 | +5.9% | 7,322 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | - | - |
Related news
- “내년 해양플랜트 뜬다”… 삼성重 최대 혜택, 조선 업황 개선 가능성↑ — 헤럴드경제 (Korean)
3. Petrochemicals (recurred after 44 days)
- Episode: started 2016-12-01, day 1
4. Construction Majors (recurred after 51 days)
- Episode: started 2016-12-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Engineering & Construction 000720 | +4.2% | 39,892 | |
GS Engineering & Construction 006360 | +3.4% | 24,450 | ★ |
DL Holdings 000210 | +3.1% | 71,205 |
5. Oil Refining (recurred after 9 days)
- Episode: started 2016-12-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +2.4% | 86,000 | |
SK Innovation 096770 | +0.7% | 151,036 | ★ |
GS Holdings 078930 | +0.6% | 54,700 |
Related news
- 코스피, 국제유가 급등에 상승…정유화학주 강세 — MBC (Korean)
Closing Thoughts
Every theme here came back after a break, from 9 days for Oil Refining to 126 days for Shipbuilding. So far, each episode has lasted only 1 day.
Construction Majors rose 3.57% on average with all 3 stocks up, while Shipbuilding had only 1 of 2 stocks gain. It remains open whether these moves continue past Dec 1.