Nov 23: 8 Strong Themes — Shipbuilding / Shipbuilding Equipment, Shipping
8 strong themes — 1 running · 7 recurred. Top: Shipbuilding / Shipbuilding Equipment +12.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipbuilding / Shipbuilding Equipment | Hanwha Engine | +22.38% | |
| Shipping | Korea Line | +19.86% | |
| Paper / Corrugated Board | PaperCorea | +29.88% | |
| Travel | Very Good Tour | +12.38% | |
| Securities Brokers | Hanwha Investment&securities | +6.87% | |
| Semiconductors | Nepes Ark | +7.40% | |
| Life Insurance | Hanwha Life Insurance | +6.67% | |
| Property & Casualty Insurance | Lotte Non-Life Insurance | +4.71% |
On Nov 23, 2020, Shipbuilding / Shipbuilding Equipment topped the strong themes with an average change of 12.77%. All 5 stocks in the theme rose, led by Hanwha Engine at 22.38%.
Shipping followed with an average change of 10.34%, led by Korea Line at 19.86%. In Paper / Corrugated Board, PaperCorea jumped 29.88%, the day’s largest single move.
Travel was the only theme on a streak, at 2 sessions, with an average change of 6.71%. In all eight themes, every listed stock closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding / Shipbuilding Equipment | recurred after 7 days | +12.8% | 5/5 | Hanwha Engine |
| 2 | Shipping | recurred after 28 days | +10.3% | 3/3 | Korea Line |
| 3 | Paper / Corrugated Board | recurred after 637 days | +8.6% | 6/6 | PaperCorea |
| 4 | Travel | 2 days running | +6.7% | 3/3 | Very Good Tour |
| 5 | Securities Brokers | recurred after 7 days | +5.5% | 3/3 | Hanwha Investment&securities |
| 6 | Semiconductors | recurred after 4 days | +4.6% | 4/4 | Nepes Ark |
| 7 | Life Insurance | recurred after 227 days | +3.5% | 3/3 | Hanwha Life Insurance |
| 8 | Property & Casualty Insurance | recurred after 192 days | +3.0% | 3/3 | Lotte Non-Life Insurance |
Theme by Theme
1. Shipbuilding / Shipbuilding Equipment (recurred after 7 days)
- Episode: started 2020-11-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Engine 082740 | +22.4% | 5,107 | ★ |
Samsung Heavy Industries 010140 | +15.7% | 6,541 | |
STX Engine 077970 | +12.3% | 7,590 | |
HD Hyundai Mipo 010620 | +7.4% | 45,500 | |
Hanwha Ocean 042660 | +6.1% | 24,031 |
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2. Shipping (recurred after 28 days)
- Episode: started 2020-11-23, day 1
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3. Paper / Corrugated Board (recurred after 637 days)
- Episode: started 2020-11-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PaperCorea 001020 | +29.9% | 10,975 | ★ |
Hankuk Package 037230 | +7.2% | 5,630 | |
Leaders Cosmetics 016100 | +6.4% | 4,130 | |
KleanNara 004540 | +3.2% | 4,725 | |
Tailim Packaging 011280 | +3.0% | 5,820 | |
Samryoong 014970 | +1.8% | 9,840 |
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4. Travel (2 days running)
- Episode: started 2020-11-20, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Very Good Tour 094850 | +12.4% | 8,170 | ★ |
Modetournetwork 080160 | +4.5% | 17,300 | |
Yellow Balloon Tour 104620 | +3.2% | 8,524 |
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5. Securities Brokers (recurred after 7 days)
- Episode: started 2020-11-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Investment&securities 003530 | +6.9% | 2,255 | ★ |
KIWOOM Securities 039490 | +5.7% | 121,500 | |
Samsung Securities 016360 | +4.0% | 39,800 |
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6. Semiconductors (recurred after 4 days)
- Episode: started 2020-11-23, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Nepes Ark 330860 | +7.4% | 45,000 | ★ |
Samsung Electronics 005930 | +4.3% | 67,500 | |
Tokai Carbon Korea 064760 | +3.4% | 108,200 | |
SK hynix 000660 | +3.3% | 100,000 |
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7. Life Insurance (recurred after 227 days)
- Episode: started 2020-11-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Life Insurance 088350 | +6.7% | 2,160 | ★ |
Samsung Life Insurance 032830 | +2.0% | 75,000 | |
Tongyang Life Insurance 082640 | +1.7% | 3,535 |
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8. Property & Casualty Insurance (recurred after 192 days)
- Episode: started 2020-11-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Non-Life Insurance 000400 | +4.7% | 1,890 | ★ |
Hanwha General Insurance 000370 | +2.7% | 3,040 | |
DB Insurance 005830 | +1.8% | 46,450 |
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Closing Thoughts
Paper / Corrugated Board returned after a gap of 637 days, and Life Insurance after 227 days. Headlines tied the paper and packaging move to tighter social distancing rules.
Semiconductors posted an average change of 4.62%, and its episode runs to 2020-11-24. The next thread to follow is whether Travel extends its 2-session streak.