Jun 8: 3 Strong Themes — Car Majors, Shipbuilding
3 strong themes — 3 recurred. Top: Car Majors +7.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Car Majors | KG Mobility | +18.98% | |
| Shipbuilding | Hanwha Ocean | +4.61% | |
| Oil Refining / LPG (Liquefied Petroleum Gas) | Joong Ang Enervis | +9.18% |
Every stock in the three strong themes of 2020-06-08 closed higher. Car Majors led with an average change of 7.75%, driven by an 18.98% jump in KG Mobility.
Shipbuilding followed with an average change of 3.74%, led by Hanwha Ocean at 4.61%. News that day reported an order won by Daewoo Shipbuilding & Marine Engineering for 2 LNG offshore terminals worth KRW 9013 hundred million.
Oil Refining / LPG (Liquefied Petroleum Gas) returned after a 33-day gap with an average change of 3.35%, and all 5 of its stocks rose. Joong Ang Enervis led at 9.18%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Car Majors | recurred after 5 days | +7.8% | 3/3 | KG Mobility |
| 2 | Shipbuilding | recurred after 7 days | +3.7% | 2/2 | Hanwha Ocean |
| 3 | Oil Refining / LPG (Liquefied Petroleum Gas) | recurred after 33 days | +3.4% | 5/5 | Joong Ang Enervis |
Theme by Theme
1. Car Majors (recurred after 5 days)
- Episode: started 2020-06-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KG Mobility 003620 | +19.0% | 11,629 | ★ |
Kia 000270 | +2.5% | 37,450 | |
Hyundai Motor 005380 | +1.8% | 113,000 |
2. Shipbuilding (recurred after 7 days)
- Episode: started 2020-06-08, day 1
Related news
- 대우조선해양, LNG 해상 터미널 2척 9013억 원에 수주 — 문화일보 (Korean)
3. Oil Refining / LPG (Liquefied Petroleum Gas) (recurred after 33 days)
- Episode: started 2020-06-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Joong Ang Enervis 000440 | +9.2% | 9,990 | ★ |
Kukdong Oil & Chemicals 014530 | +5.0% | 3,455 | |
HeunguOil 024060 | +1.3% | 7,960 | |
S-Oil 010950 | +0.7% | 76,800 | |
GS Holdings 078930 | +0.6% | 40,500 |
Related news
- [6/8 중국증시종합] 정유 섹터 강세, 상하이종합지수 0.24%↑ — 뉴스핌 (Korean)
Closing Thoughts
All three themes are on a streak of 1, so the open question is whether they last beyond a single session. Car Majors returned after a 5-day gap and Shipbuilding after 7 days.
Breadth is the other thread. Within Oil Refining / LPG (Liquefied Petroleum Gas), S-Oil gained 0.66% and GS Holdings 0.62%, well behind the 9.18% lead. The next test is whether the gains spread more evenly.