Sep 16: 4 Strong Themes — North Korea, Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding
4 strong themes — 1 running · 2 recurred · 1 new. Top: North Korea +16.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| North Korea | Hyundai Feed | +29.75% | |
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding | Joong Ang Enervis | +30.00% | |
| Construction Majors | Daewoo Engineering & Construction | +11.99% | |
| Banks | iM Financial Group | +3.91% |
Four themes closed higher on Sep 16, and every listed stock rose. North Korea led with an average change of 16.83%, extending its streak to 3 sessions.
Hyundai Feed led North Korea with a 29.75% gain. Good People rose 12.92% on 36127368 shares, the heaviest volume in the set.
The new Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding theme posted an average change of 13.67%. Joong Ang Enervis rose 30.0% and HeunguOil 29.82%, while S-Oil gained 2.31%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | North Korea | 3 days running | +16.8% | 6/6 | Hyundai Feed |
| 2 | Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding | new | +13.7% | 5/5 | Joong Ang Enervis |
| 3 | Construction Majors | recurred after 293 days | +6.3% | 5/5 | Daewoo Engineering & Construction |
| 4 | Banks | recurred after 167 days | +2.7% | 3/3 | iM Financial Group |
Theme by Theme
1. North Korea (3 days running)
- Episode: started 2019-09-10, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Feed 016790 | +29.8% | 1,121 | ★ |
Daeyu 290380 | +18.6% | 8,742 | |
Namkwang Engineering & Construction 001260 | +16.3% | 14,300 | |
Asia Seed 154030 | +13.7% | 7,450 | |
Good People 033340 | +12.9% | 5,987 | |
Ananti 025980 | +9.8% | 14,050 |
Related news
- [이시각 상한가] 현대사료(▲3850) - 16일 오전 9시41분 — 이투데이 (Korean)
- ‘현대사료’ 상한가↑ 도달, 주가 상승 중, 단기간 골든크로스 형성 — 한국경제 (Korean)
- 현대사료, 상한가 진입.. +29.73% ↑ — 서울경제 (Korean)
2. Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) / Shipbuilding (new)
- Episode: started 2019-09-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Joong Ang Enervis 000440 | +30.0% | 8,450 | ★ |
HeunguOil 024060 | +29.8% | 6,530 | |
Samsung Heavy Industries 010140 | +3.6% | 7,957 | |
SK Innovation 096770 | +2.7% | 170,223 | |
S-Oil 010950 | +2.3% | 102,000 |
Related news
- 급등한 油價…국내 정유업계는 ‘조용한 미소’ — 조선일보 (Korean)
3. Construction Majors (recurred after 293 days)
- Episode: started 2019-09-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +12.0% | 4,905 | ★ |
Hyundai Engineering & Construction 000720 | +6.8% | 46,897 | |
Samsung E&A 028050 | +6.1% | 17,450 | |
GS Engineering & Construction 006360 | +3.9% | 35,100 | |
DL Holdings 000210 | +2.9% | 92,169 |
Related news
- ‘추석선물’ 받은 대우건설, LNG 플랜트 수주로 급등 — 머니투데이 (Korean)
- 대우건설, 나이지리아 LNG 액화플랜트 수주…“5조원 규모” — 비즈워치 (Korean)
- 건설사들 해외 대형 수주 활황…대우건설 나이지리아·현대엔지니어링 인도네시아서 잇단 낭보 — 국민일보 (Korean)
4. Banks (recurred after 167 days)
- Episode: started 2019-09-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
iM Financial Group 139130 | +3.9% | 7,710 | ★ |
KB Financial Group 105560 | +2.2% | 44,650 | |
Shinhan Financial Group 055550 | +1.9% | 43,050 |
Related news
- DGB금융지주, 3.77% 오르며 체결강도 강세 지속(188%) — 서울경제 (Korean)
- DGB금융지주, 4.58% 오르며 체결강도 강세 지속(203%) — 서울경제 (Korean)
- DGB금융지주, 3.10% 오르며 체결강도 강세 지속(165%) — 서울경제 (Korean)
Closing Thoughts
Construction Majors returned after a 293-day gap with an average change of 6.32%. Daewoo Engineering & Construction led at 11.99%, with news citing a Nigeria LNG plant order.
Banks also reappeared after 167 days, with iM Financial Group up 3.91%. The next question is whether North Korea extends its 3-session streak.