Apr 2: 5 Strong Themes — Masks, Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals
5 strong themes — 4 recurred · 1 new. Top: Masks +19.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Masks | Lemon | +29.84% | |
| Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals | HeunguOil | +29.84% | |
| Alcoholic Beverages & Ethanol | Mhethanol | +17.76% | |
| North Korea | Chobi | +19.85% | |
| Shipbuilding | Hanwha Ocean | +6.05% |
On Apr 2, five themes ran strong, and every listed stock in each one closed higher. Masks led with an average change of 19.55%, with all 4 of its stocks up.
The new theme Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals averaged 18.29%, with all 5 stocks up. HeunguOil led at 29.84% and S-Oil rose 20.0%. Headlines tied the move to a jump in oil prices.
Alcoholic Beverages & Ethanol came back after a 22-day gap, averaging 13.3%. North Korea averaged 9.67%, led by Chobi at 19.85%, and Shipbuilding added 5.9%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Masks | recurred after 27 days | +19.6% | 4/4 | Lemon |
| 2 | Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals | new | +18.3% | 5/5 | HeunguOil |
| 3 | Alcoholic Beverages & Ethanol | recurred after 22 days | +13.3% | 2/2 | Mhethanol |
| 4 | North Korea | recurred after 2 days | +9.7% | 4/4 | Chobi |
| 5 | Shipbuilding | recurred after 8 days | +5.9% | 2/2 | Hanwha Ocean |
Theme by Theme
1. Masks (recurred after 27 days)
- Episode: started 2020-04-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Lemon 294140 | +29.8% | 24,042 | ★ |
Toptec Company 108230 | +29.6% | 14,900 | |
Monalisa 012690 | +11.9% | 6,100 | |
Welcron 065950 | +6.9% | 8,560 |
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2. Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals (new)
- Episode: started 2020-04-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +29.8% | 6,570 | ★ |
Kukdong Oil & Chemicals 014530 | +23.4% | 3,295 | |
S-Oil 010950 | +20.0% | 66,000 | |
SK Innovation 096770 | +9.6% | 88,949 | |
GS Holdings 078930 | +8.6% | 38,450 |
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3. Alcoholic Beverages & Ethanol (recurred after 22 days)
- Episode: started 2020-04-02, day 1
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4. North Korea (recurred after 2 days)
- Episode: started 2020-04-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chobi 001550 | +19.9% | 15,700 | ★ |
Good People 033340 | +7.4% | 4,343 | |
Kyungnong 002100 | +6.5% | 10,350 | |
Ananti 025980 | +5.0% | 6,350 |
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- [강세 토픽] 농업 - 종자·비료 테마, 조비 +25.10%, 아시아종묘 +16.27% — 조선일보 (Korean)
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5. Shipbuilding (recurred after 8 days)
- Episode: started 2020-04-02, day 1
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Closing Thoughts
Masks has a 2-day episode running from Apr 2 to Apr 3, while the other four themes logged 1-day episodes. All five themes carry a streak of 1.
Volume was heaviest in Welcron at 25655944 shares, followed by Ananti at 23198110. The next session will show whether the themes that came back keep their strength.