Nov 16: 7 Strong Themes — Airlines & Low-Cost Carriers, COVID (Negative-Pressure Wards & Ambulances)
7 strong themes — 2 running · 5 recurred. Top: Airlines & Low-Cost Carriers +18.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Airlines & Low-Cost Carriers | Air Busan | +29.92% | |
| COVID (Negative-Pressure Wards & Ambulances) | GH Advanced Materials | +30.00% | |
| Semiconductors | PSK | +13.91% | |
| Securities Brokers | KIWOOM Securities | +12.33% | |
| Shipbuilding / Shipbuilding Equipment | HJ Shipbuilding & Construction | +11.56% | |
| Steel Majors | Daehan Steel | +9.71% | |
| Construction Majors / Construction (Small & Mid Cap) | Sambu Construction | +10.55% |
On Nov 16, 2020, seven themes ran strong, led by Airlines & Low-Cost Carriers with an average change of 18.26%. All 5 stocks in the theme closed higher.
Air Busan rose 29.92% and Asiana Airlines rose 29.84%. Headlines that day covered a Korean Air Lines and Asiana Airlines integration.
COVID (Negative-Pressure Wards & Ambulances) had an average change of 15.41%. Semiconductors followed at 9.61%, and both themes are on a streak of 2.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Airlines & Low-Cost Carriers | recurred after 7 days | +18.3% | 5/5 | Air Busan |
| 2 | COVID (Negative-Pressure Wards & Ambulances) | 2 days running | +15.4% | 4/4 | GH Advanced Materials |
| 3 | Semiconductors | 2 days running | +9.6% | 5/5 | PSK |
| 4 | Securities Brokers | recurred after 5 days | +9.3% | 4/4 | KIWOOM Securities |
| 5 | Shipbuilding / Shipbuilding Equipment | recurred after 83 days | +7.9% | 6/6 | HJ Shipbuilding & Construction |
| 6 | Steel Majors | recurred after 356 days | +6.6% | 2/3 | Daehan Steel |
| 7 | Construction Majors / Construction (Small & Mid Cap) | recurred after 104 days | +6.0% | 4/4 | Sambu Construction |
Theme by Theme
1. Airlines & Low-Cost Carriers (recurred after 7 days)
- Episode: started 2020-11-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Air Busan 298690 | +29.9% | 10,991 | ★ |
Asiana Airlines 020560 | +29.8% | 26,584 | |
Jin Air 272450 | +13.4% | 11,057 | |
Korean Air Lines 003490 | +12.5% | 20,897 | |
Hanjinkal 180640 | +5.7% | 82,200 |
Related news
- ‘통합’ 대한항공·아시아나 관련주 급등 — 광남일보 (Korean)
- 대한항공·아시아나 연일 급등…한진칼은 약세 — 광남일보 (Korean)
- 대한항공 “아시아나 주식 1조5000억원에 취득…지분율 63.9%” — 광남일보 (Korean)
2. COVID (Negative-Pressure Wards & Ambulances) (2 days running)
- Episode: started 2020-11-13, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
GH Advanced Materials 130500 | +30.0% | 7,592 | ★ |
Kolmar BioTech 215380 | +17.9% | 9,610 | |
NVH Korea 067570 | +6.9% | 4,132 | |
K-ensol 053080 | +6.9% | 15,935 |
Related news
- [이시각 상한가] GH신소재(▲1860) - 16일 오후 15시8분 — 이투데이 (Korean)
3. Semiconductors (2 days running)
- Episode: started 2020-11-13, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
PSK 319660 | +13.9% | 18,625 | ★ |
HanaMicron 067310 | +11.7% | 5,964 | |
SK hynix 000660 | +9.2% | 98,000 | |
EugeneTechnology 084370 | +8.3% | 31,950 | |
Samsung Electronics 005930 | +4.9% | 66,300 |
Related news
- [장중수급포착] 피에스케이, 외국인 40,509주 대량 순매수… 주가 +7.03% — 뉴스핌 (Korean)
- [리포트 브리핑]피에스케이, ‘돛은 폈다, 순풍만 불면 날라간다’ 목표가 44,000원 - 신한금융투자 — 뉴스핌 (Korean)
4. Securities Brokers (recurred after 5 days)
- Episode: started 2020-11-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KIWOOM Securities 039490 | +12.3% | 123,000 | ★ |
Hanwha Investment&securities 003530 | +9.6% | 2,175 | |
Samsung Securities 016360 | +8.5% | 38,250 | |
Kyobo Securities 030610 | +6.8% | 7,730 |
Related news
- [표]유가증권 기관··외국인·개인 순매수·도 상위종목(11월 16일-최종치) — 서울경제 (Korean)
- 삼성증권, 역대급 성적표…독보적 WM 실력 빛났다 — 비즈워치 (Korean)
- [표]유가증권·코스닥 투자주체별 매매동향(11월 16일-최종치) — 서울경제 (Korean)
5. Shipbuilding / Shipbuilding Equipment (recurred after 83 days)
- Episode: started 2020-11-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +11.6% | 8,780 | ★ |
HD Hyundai Mipo 010620 | +10.2% | 40,000 | |
Hanwha Ocean 042660 | +8.1% | 23,232 | |
Cape Industries 064820 | +8.0% | 4,970 | |
Daechang Solution 096350 | +5.9% | 2,800 | |
Hankuk Carbon 017960 | +3.6% | 11,500 |
6. Steel Majors (recurred after 356 days)
- Episode: started 2020-11-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daehan Steel 084010 | +9.7% | 5,501 | ★ |
Hyundai Steel Company 004020 | +3.4% | 33,100 | |
Dongkuk Holdings 001230 | - | - |
Related news
- [특징주]대한제강, 3분기 실적 호조에 강세…영업익 전년比 ‘285% ↑’ — 아시아경제 (Korean)
7. Construction Majors / Construction (Small & Mid Cap) (recurred after 104 days)
- Episode: started 2020-11-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +10.6% | 5,080 | ★ |
Seohee Construction 035890 | +7.1% | 2,543 | |
GS Engineering & Construction 006360 | +3.6% | 31,500 | |
Samsung C&T 028260 | +2.9% | 124,000 |
Related news
- 삼부토건, 3분기 영업익 84억원… 전년 대비 123%↑ — 아시아경제 (Korean)
- 삼부토건, 3Q 매출 2905억 원 기록…전년比 106%↑ — 뉴스핌 (Korean)
Closing Thoughts
Two themes came back after long gaps: Shipbuilding / Shipbuilding Equipment after 83 days and Steel Majors after 356 days. So far, each of these runs has lasted 1 day.
Securities Brokers, with an average change of 9.29%, and Construction Majors / Construction (Small & Mid Cap), at 6.04%, also returned. The next sessions will show whether the 2-day streaks continue.