Nov 12: 5 Strong Themes — Shipping / Integrated Logistics, Korea-Listed Chinese Companies
5 strong themes — 4 recurred · 1 new. Top: Shipping / Integrated Logistics +17.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipping / Integrated Logistics | Korea Line | +29.95% | |
| Korea-Listed Chinese Companies | Cayman Golden Century Wheel Group | +14.04% | - |
| Rare Earths & Rare Metals | Novatech | +11.80% | |
| Beauty & Cosmetics | Classys | +8.47% | |
| Drones | JCH Systems | +1.76% |
On 2020-11-12, Shipping / Integrated Logistics led the strong themes, with all 5 stocks rising for an average change of 17.82%. It was a new entry, and Korea Line topped the group with a 29.95% gain.
KCTC rose 29.84% and Intergis gained 16.58%, while Pan Ocean and KSS Line added 6.75% and 5.96%. Headlines that day pointed to record-high sea freight rates.
Korea-Listed Chinese Companies returned after 85 days with an average change of 9.88%. Rare Earths & Rare Metals averaged 5.98%, led by Novatech at 11.8%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipping / Integrated Logistics | new | +17.8% | 5/5 | Korea Line |
| 2 | Korea-Listed Chinese Companies | recurred after 85 days | +9.9% | 2/2 | Cayman Golden Century Wheel Group |
| 3 | Rare Earths & Rare Metals | recurred after 22 days | +6.0% | 3/3 | Novatech |
| 4 | Beauty & Cosmetics | recurred after 8 days | +5.7% | 3/3 | Classys |
| 5 | Drones | recurred after 30 days | +2.4% | 3/3 | JCH Systems |
Theme by Theme
1. Shipping / Integrated Logistics (new)
- Episode: started 2020-11-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Line 005880 | +29.9% | 2,833 | ★ |
KCTC 009070 | +29.8% | 3,655 | |
Intergis 129260 | +16.6% | 3,200 | |
Pan Ocean 028670 | +6.8% | 4,510 | |
KSS Line 044450 | +6.0% | 11,550 |
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2. Korea-Listed Chinese Companies (recurred after 85 days)
- Episode: started 2020-11-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cayman Golden Century Wheel Group 900280 | +14.0% | 325 | ★ |
Heng Sheng Holding Group 900270 | +5.7% | 7,235 |
3. Rare Earths & Rare Metals (recurred after 22 days)
- Episode: started 2020-11-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Novatech 285490 | +11.8% | 20,556 | ★ |
Union Materials 047400 | +3.2% | 4,365 | |
Eco Volt 097780 | +3.0% | 16,149 |
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4. Beauty & Cosmetics (recurred after 8 days)
- Episode: started 2020-11-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Classys 214150 | +8.5% | 16,650 | ★ |
Aekyung Industrial 018250 | +6.2% | 24,850 | |
LG H&H 051900 | +2.3% | 1,607,000 |
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5. Drones (recurred after 30 days)
- Episode: started 2020-11-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Systems 272210 | +3.1% | 10,506 | |
Firstec 010820 | +2.4% | 2,120 | |
JCH Systems 033320 | +1.8% | 8,660 | ★ |
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Closing Thoughts
Every theme had a streak of 1, so the open question is whether Shipping / Integrated Logistics lasts past its first day. Beauty & Cosmetics and Drones also returned, with average changes of 5.65% and 2.42%.
News on Novatech cited third-quarter operating profit up 403.4% year on year. Hanwha Systems rose 3.07% after reports that it had unveiled a drone taxi.