Sep 6: 1 Strong Theme — Shipbuilding
1 strong theme — 1 recurred. Top: Shipbuilding +2.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipbuilding | HD Korea Shipbuilding & Offshore Engineering | +3.49% |
Shipbuilding was the strong theme of the Sep 6 session, returning after a gap of 18 days. All 4 stocks in the group rose, for an average change of 2.1%.
HD Korea Shipbuilding & Offshore Engineering led with a 3.49% gain to close at 118500. HD Hyundai Mipo added 1.79%, Hanwha Ocean 1.58% and Samsung Heavy Industries 1.53%.
Same-day headlines tied the move to expectations for large LNG carrier orders. Reports also said the CEOs of three shipbuilders were heading to the US to meet major LNG buyers.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding | recurred after 18 days | +2.1% | 4/4 | HD Korea Shipbuilding & Offshore Engineering |
Theme by Theme
1. Shipbuilding (recurred after 18 days)
- Episode: started 2019-09-06, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +3.5% | 118,500 | ★ |
HD Hyundai Mipo 010620 | +1.8% | 42,700 | |
Hanwha Ocean 042660 | +1.6% | 25,630 | |
Samsung Heavy Industries 010140 | +1.5% | 7,476 |
Related news
- [특징주]대형 LNG선 수주 전망에 조선株 강세 — 이데일리 (Korean)
- [株머니 주요산업 증시기상도] 원화약세 수혜 車·수주기대 조선
맑음— 매일경제 (Korean) - 조선 3社 CEO 미국행…‘LNG 큰손’ 만나 수주 총력전 — 이데일리 (Korean)
Closing Thoughts
The theme’s current episode runs from Sep 6 to Sep 9, a span of 4 days. The next thing to track is whether the order expectations in the news turn into announced contracts.
Samsung Heavy Industries traded 5104109 shares, well above its peers. Another thing to follow is whether that activity continues and all 4 stocks keep rising together.