Jan 5: 5 Strong Themes — Integrated Logistics, Shipping
5 strong themes — 1 running · 4 recurred. Top: Integrated Logistics +17.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Integrated Logistics | Hansol Logistics | +29.93% | |
| Shipping | Korea Line | +20.62% | |
| Construction Majors / Construction (Small & Mid Cap) | DongshinEngineering&Construction | +29.89% | |
| Steel Majors / Steel (Small & Mid Cap) | Moonbae Steel | +13.04% | |
| Shipbuilding / Shipbuilding Equipment | HD Hyundai Mipo | +11.50% | - |
All five strong themes on 2021-01-05 closed with every member stock higher. Integrated Logistics led the board with an average change of 17.48%, driven by Hansol Logistics.
Hansol Logistics gained 29.93% and DongshinEngineering&Construction 29.89%, each leading its theme. Shipping was the only theme on a streak, now 2 days, with Korea Line up 20.62%.
Construction Majors / Construction (Small & Mid Cap) averaged 11.56% with all 6 stocks up, and Shipbuilding / Shipbuilding Equipment also rose 6 for 6. Steel Majors / Steel (Small & Mid Cap) averaged 8.86%, led by Moonbae Steel at 13.04%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Integrated Logistics | recurred after 36 days | +17.5% | 2/2 | Hansol Logistics |
| 2 | Shipping | 2 days running | +13.2% | 2/2 | Korea Line |
| 3 | Construction Majors / Construction (Small & Mid Cap) | recurred after 6 days | +11.6% | 6/6 | DongshinEngineering&Construction |
| 4 | Steel Majors / Steel (Small & Mid Cap) | recurred after 27 days | +8.9% | 4/4 | Moonbae Steel |
| 5 | Shipbuilding / Shipbuilding Equipment | recurred after 43 days | +5.4% | 6/6 | HD Hyundai Mipo |
Theme by Theme
1. Integrated Logistics (recurred after 36 days)
- Episode: started 2021-01-05, day 1
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2. Shipping (2 days running)
- Episode: started 2021-01-04, day 2
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3. Construction Majors / Construction (Small & Mid Cap) (recurred after 6 days)
- Episode: started 2021-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DongshinEngineering&Construction 025950 | +29.9% | 46,500 | ★ |
Daewoo Engineering & Construction 047040 | +12.4% | 5,790 | |
EehwaConstruction 001840 | +8.5% | 8,059 | |
KCC Engineering & Construction 021320 | +6.8% | 9,400 | |
IPARK Hyundai Development Company 294870 | +6.7% | 28,050 | |
GS Engineering & Construction 006360 | +5.1% | 40,000 |
4. Steel Majors / Steel (Small & Mid Cap) (recurred after 27 days)
- Episode: started 2021-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Moonbae Steel 008420 | +13.0% | 3,945 | ★ |
NI Steel 008260 | +8.4% | 2,775 | |
SeAH Besteel Holdings 001430 | +7.4% | 11,600 | |
KG Dongbusteel 016380 | +6.6% | 12,950 |
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5. Shipbuilding / Shipbuilding Equipment (recurred after 43 days)
- Episode: started 2021-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Mipo 010620 | +11.5% | 53,800 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +6.8% | 117,500 | |
Hanwha Engine 082740 | +4.3% | 6,919 | |
Inhwa Precision 101930 | +3.7% | 1,512 | |
Hanwha Ocean 042660 | +3.2% | 25,542 | |
Finebesteel 133820 | +3.1% | 2,800 |
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Closing Thoughts
Most of the day’s themes were recurrences, not streaks. Shipbuilding / Shipbuilding Equipment came back after a gap of 43 days and Integrated Logistics after 36, so the next question is whether either holds for a second session.
The next session will show whether Shipping extends its 2-day run. Another thing to check is whether Steel Majors / Steel (Small & Mid Cap) and Shipbuilding / Shipbuilding Equipment, which rose on the same day, move in the same direction again.