Apr 29: 8 Strong Themes — Securities Brokers, New Airport
8 strong themes — 8 recurred. Top: Securities Brokers +11.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Securities Brokers | Eugene Investment & Securities | +29.82% | |
| New Airport | Dongbang Ship Machinery | +22.66% | |
| Alcoholic Beverages & Ethanol | KoreaAlcoholIndustrial | +14.49% | |
| Semiconductors | Techwing | +11.72% | |
| Shipbuilding | HD Korea Shipbuilding & Offshore Engineering | +6.85% | |
| Internet-Only Banks | Inzisoft | +4.79% | |
| Duty Free | HDC Holdings | +4.23% | |
| Oil Refining / LPG (Liquefied Petroleum Gas) | HeunguOil | +5.41% |
On 2020-04-29, eight themes closed strong, led by Securities Brokers with an average change of 11.86%. All four of its stocks finished higher.
Eugene Investment & Securities led the brokers with a 29.82% gain. New Airport followed with an average change of 9.59%, returning after a 440-day gap.
Every stock across the eight themes closed up. Dongbang Ship Machinery rose 22.66%, while KoreaAlcoholIndustrial gained 14.49% and Techwing 11.72%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Securities Brokers | recurred after 2 days | +11.9% | 4/4 | Eugene Investment & Securities |
| 2 | New Airport | recurred after 440 days | +9.6% | 4/4 | Dongbang Ship Machinery |
| 3 | Alcoholic Beverages & Ethanol | recurred after 27 days | +9.3% | 2/2 | KoreaAlcoholIndustrial |
| 4 | Semiconductors | recurred after 12 days | +8.5% | 3/3 | Techwing |
| 5 | Shipbuilding | recurred after 6 days | +6.7% | 2/2 | HD Korea Shipbuilding & Offshore Engineering |
| 6 | Internet-Only Banks | recurred after 631 days | +5.8% | 3/3 | Inzisoft |
| 7 | Duty Free | recurred after 118 days | +4.1% | 2/2 | HDC Holdings |
| 8 | Oil Refining / LPG (Liquefied Petroleum Gas) | recurred after 23 days | +3.1% | 3/3 | HeunguOil |
Theme by Theme
1. Securities Brokers (recurred after 2 days)
- Episode: started 2020-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Eugene Investment & Securities 001200 | +29.8% | 2,830 | ★ |
Yuanta Securities Korea 003470 | +7.1% | 2,570 | |
Kyobo Securities 030610 | +5.7% | 7,250 | |
Mirae Asset Securities 006800 | +4.9% | 5,585 |
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2. New Airport (recurred after 440 days)
- Episode: started 2020-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongbang Ship Machinery 099410 | +22.7% | 3,096 | ★ |
Yeonghwa Metal 012280 | +9.3% | 1,530 | |
Sewoo Global 013000 | +4.0% | 3,930 | |
SemyungElectricMachinery 017510 | +2.5% | 4,815 |
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3. Alcoholic Beverages & Ethanol (recurred after 27 days)
- Episode: started 2020-04-29, day 1
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4. Semiconductors (recurred after 12 days)
- Episode: started 2020-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Techwing 089030 | +11.7% | 7,721 | ★ |
Dongjin Semichem 005290 | +7.2% | 15,700 | |
UniTest 086390 | +6.6% | 12,850 |
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- [장중수급포착] 테크윙, 외국인/기관 동시 순매수… 주가 +12.09% — 뉴스핌 (Korean)
5. Shipbuilding (recurred after 6 days)
- Episode: started 2020-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +6.8% | 82,700 | ★ |
HD Hyundai Mipo 010620 | +6.6% | 30,750 |
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- 한국조선해양, 1분기 영업이익 251%↑ — 한국경제 (Korean)
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6. Internet-Only Banks (recurred after 631 days)
- Episode: started 2020-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BRIDGETECCorp 064480 | +7.0% | 2,895 | |
Korea Investment Holdings 071050 | +5.6% | 50,100 | |
Inzisoft 100030 | +4.8% | 16,400 | ★ |
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7. Duty Free (recurred after 118 days)
- Episode: started 2020-04-29, day 1
8. Oil Refining / LPG (Liquefied Petroleum Gas) (recurred after 23 days)
- Episode: started 2020-04-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +5.4% | 7,990 | ★ |
GS Holdings 078930 | +2.0% | 38,550 | |
S-Oil 010950 | +1.9% | 70,000 |
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Closing Thoughts
Every theme is on day 1 of its episode, with a streak of 1. Internet-Only Banks returned after 631 days, the longest gap in the set.
Shipbuilding news cited a 251% rise in first-quarter operating profit at HD Korea Shipbuilding & Offshore Engineering. The next test is whether these moves last a second session.