Mar 20: 7 Strong Themes — iPhone Supply Chain, Crypto & Bitcoin
7 strong themes — 6 recurred · 1 new. Top: iPhone Supply Chain +25.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| iPhone Supply Chain | LG Innotek | +29.88% | |
| Crypto & Bitcoin | Vidente | +29.88% | |
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | Kumho Petro Chemical | +29.92% | |
| Semiconductors | KoMi | +29.75% | |
| Battery / EV | L&F | +21.74% | |
| Shipbuilding | HD Korea Shipbuilding & Offshore Engineering | +16.14% | |
| Securities Brokers | Eugene Investment & Securities | +17.65% |
On 2020-03-20, all seven strong themes closed with every listed stock higher. iPhone Supply Chain led with an average change of 25.14%, and all 4 of its stocks rose.
Kumho Petro Chemical gained 29.92% to lead Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas), the only new theme of the day. In Semiconductors, all 8 stocks rose, led by KoMi at 29.75%.
Samsung Electronics rose 5.7% and SK hynix 8.41%, the two smallest gains in that theme. Battery / EV posted an average change of 17.42%, led by L&F.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | iPhone Supply Chain | recurred after 17 days | +25.1% | 4/4 | LG Innotek |
| 2 | Crypto & Bitcoin | recurred after 15 days | +21.1% | 3/3 | Vidente |
| 3 | Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | new | +20.5% | 3/3 | Kumho Petro Chemical |
| 4 | Semiconductors | recurred after 15 days | +19.1% | 8/8 | KoMi |
| 5 | Battery / EV | recurred after 17 days | +17.4% | 6/6 | L&F |
| 6 | Shipbuilding | recurred after 43 days | +14.2% | 2/2 | HD Korea Shipbuilding & Offshore Engineering |
| 7 | Securities Brokers | recurred after 15 days | +13.7% | 4/4 | Eugene Investment & Securities |
Theme by Theme
1. iPhone Supply Chain (recurred after 17 days)
- Episode: started 2020-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Innotek 011070 | +29.9% | 99,100 | ★ |
BHCo 090460 | +24.8% | 16,100 | |
Derkwoo Electronics 263600 | +23.1% | 5,000 | |
Duk San Neolux 213420 | +22.7% | 25,400 |
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- ‘LG이노텍’ 상한가↑ 도달, 코로나19 vs 하반기 실적 모멘텀 - 신한금융투자, BUY(유지) — 한국경제 (Korean)
- LG이노텍, 상한가 진입… 하락 흐름 중 단기 급등 발생 — 뉴스핌 (Korean)
- LG이노텍, +29.88% 상한가 — 조선일보 (Korean)
2. Crypto & Bitcoin (recurred after 15 days)
- Episode: started 2020-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Vidente 121800 | +29.9% | 4,325 | ★ |
Woori Technology Investment 041190 | +17.6% | 1,370 | |
Seoul Information Service 036120 | +15.7% | 1,440 |
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3. Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) (new)
- Episode: started 2020-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumho Petro Chemical 011780 | +29.9% | 57,100 | ★ |
Lotte Chemical 011170 | +26.1% | 140,495 | |
S-Oil 010950 | +5.6% | 52,700 |
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4. Semiconductors (recurred after 15 days)
- Episode: started 2020-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KoMi 183300 | +29.8% | 11,994 | ★ |
Signetics 033170 | +28.1% | 525 | |
EO Technics 039030 | +21.6% | 49,000 | |
ENF Technology 102710 | +21.4% | 17,600 | |
ISC 095340 | +19.6% | 7,080 | |
Techwing 089030 | +18.0% | 5,316 | |
SK hynix 000660 | +8.4% | 74,800 | |
Samsung Electronics 005930 | +5.7% | 45,400 |
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5. Battery / EV (recurred after 17 days)
- Episode: started 2020-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
L&F 066970 | +21.7% | 15,576 | ★ |
Sangsinenergydisplayprecision 091580 | +20.4% | 4,460 | |
LG Chem 051910 | +18.5% | 272,500 | |
Samsung SDI 006400 | +18.3% | 211,960 | |
Cosmochemical 005420 | +13.2% | 4,526 | |
Woory Industrial 215360 | +12.4% | 12,650 |
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- ‘엘앤에프’ 10% 이상 상승, 외국인 5일 연속 순매수(44.5만주) — 한국경제 (Korean)
6. Shipbuilding (recurred after 43 days)
- Episode: started 2020-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +16.1% | 77,000 | ★ |
HD Hyundai Mipo 010620 | +12.2% | 23,000 |
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7. Securities Brokers (recurred after 15 days)
- Episode: started 2020-03-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Eugene Investment & Securities 001200 | +17.6% | 1,400 | ★ |
Meritz Securities 008560 | +15.2% | 2,430 | |
Yuanta Securities Korea 003470 | +11.1% | 1,500 | |
Mirae Asset Securities 006800 | +10.7% | 3,967 |
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- [표]유가증권 기관·외국인·개인 순매수·도 상위종목(3월 20일-추정치) — 서울경제 (Korean)
Closing Thoughts
Every theme had a streak of 1, so each run so far lasts a single day. Shipbuilding came back after a 43-day gap, the longest in the set.
Securities Brokers rose by an average of 13.65%, and Mirae Asset Securities traded 8521238 shares. The next data point is whether any of these streaks continue past Mar 20.