Jun 2: 5 Strong Themes — Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas), Japan Export Curbs (Localization) / Japan Boycott Beneficiaries
5 strong themes — 2 recurred · 3 new. Top: Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas) +21.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas) | KSP | +29.96% | |
| Japan Export Curbs (Localization) / Japan Boycott Beneficiaries | Monami | +5.78% | |
| Car Majors / Auto Parts | Sungwoo Hitech | +6.58% | |
| Animal Feed / Food | Sempio Company | +4.72% | |
| North Korea | NatureandEnvironment | +2.76% |
Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas) led the 2020-06-02 session with an average change of 21.1%. All 6 of its stocks rose, with leader KSP up 29.96%.
Samsung Heavy Industries gained 18.27% on volume of 68963471 shares, while Hanwha Ocean added 14.41%. The day’s news flagged a large LNG carrier order.
Next came Japan Export Curbs (Localization) / Japan Boycott Beneficiaries at an average change of 8.75%, led by Monami. Car Majors / Auto Parts returned after a gap of 14 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas) | new | +21.1% | 6/6 | KSP |
| 2 | Japan Export Curbs (Localization) / Japan Boycott Beneficiaries | new | +8.8% | 4/4 | Monami |
| 3 | Car Majors / Auto Parts | recurred after 14 days | +6.5% | 5/5 | Sungwoo Hitech |
| 4 | Animal Feed / Food | new | +4.0% | 5/5 | Sempio Company |
| 5 | North Korea | recurred after 43 days | +3.5% | 5/5 | NatureandEnvironment |
Theme by Theme
1. Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas) (new)
- Episode: started 2020-06-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KSP 073010 | +30.0% | 1,709 | ★ |
Oriental Precision & Engineering 014940 | +29.7% | 1,210 | |
Daechang Solution 096350 | +27.9% | 1,950 | |
Samsung Heavy Industries 010140 | +18.3% | 5,560 | |
Hanwha Ocean 042660 | +14.4% | 24,342 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +6.4% | 98,100 |
Related news
- ‘LNG선 100척’ 23조 초대형 수주…조선도시 거제·울산 ‘들썩’ — 부산일보 (Korean)
2. Japan Export Curbs (Localization) / Japan Boycott Beneficiaries (new)
- Episode: started 2020-06-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
APS Innovation 079810 | +13.5% | 4,539 | |
Dongjin Semichem 005290 | +8.6% | 19,650 | |
Good People 033340 | +7.2% | 4,198 | |
Monami 005360 | +5.8% | 4,760 | ★ |
Related news
- [이시각 상한가] 모나미(▲1070) - 1일 오후 14시49분 — 이투데이 (Korean)
- [특징주] 모나미, 정부 일본 수출규제 발표 앞두고 ‘급등’ — 이투데이 (Korean)
3. Car Majors / Auto Parts (recurred after 14 days)
- Episode: started 2020-06-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewonsanup 005710 | +14.3% | 5,920 | |
Sungwoo Hitech 015750 | +6.6% | 3,240 | ★ |
Kia 000270 | +5.5% | 36,500 | |
Hyundai Mobis 012330 | +3.9% | 214,000 | |
Hyundai Motor 005380 | +2.5% | 102,500 |
Related news
- [장중수급포착] 성우하이텍, 외국인 29.51만 주 대량 순매수… 주가 +8.22% — 뉴스핌 (Korean)
4. Animal Feed / Food (new)
- Episode: started 2020-06-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Woosung 006980 | +5.2% | 37,650 | |
Hanil Feed 005860 | +5.0% | 2,085 | |
Sempio Company 007540 | +4.7% | 68,800 | ★ |
FarmStory 027710 | +3.1% | 1,345 | |
Sempio Foods Company 248170 | +2.3% | 47,350 |
Related news
- [특징주] 현대사료, 미중 무역분쟁에 반사 수혜…‘6% 급등’ — 이투데이 (Korean)
5. North Korea (recurred after 43 days)
- Episode: started 2020-06-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Good People 033340 | +7.2% | 4,198 | |
Ilshin Stone 007110 | +3.0% | 2,560 | |
NatureandEnvironment 043910 | +2.8% | 14,160 | ★ |
In the F 014990 | +2.4% | 11,775 | |
Ananti 025980 | +2.4% | 10,700 |
Closing Thoughts
Animal Feed / Food appeared as a new theme with an average change of 4.05%, with all 5 stocks higher. North Korea resurfaced after a gap of 43 days at 3.55%.
All five themes are on a streak of 1. The next test is whether Shipbuilding / Shipbuilding Equipment / LNG (Liquefied Natural Gas) holds up beyond one day. Good People rose 7.17% and appears in two themes.