Jun 1: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Baby & Birth Rate / Infant & Child Products
6 strong themes — 1 running · 5 recurred. Top: Political Ties (Yoon Suk-yeol) +20.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Yoon Suk-yeol) | NE Neungyule | +29.93% | |
| Baby & Birth Rate / Infant & Child Products | Heng Sheng Holding Group | +21.22% | |
| Shipbuilding / Shipbuilding Equipment | Samsung Heavy Industries | +5.31% | |
| Food | Insan | +8.72% | |
| Oil Refining / Petrochemicals | S-Oil | +6.73% | |
| Steel Majors / Steel (Small & Mid Cap) | Keum Kang Steel | +4.72% |
On 2021-06-01, Political Ties (Yoon Suk-yeol) led the session with an average change of 20.75%. All 4 stocks rose, headed by NE Neungyule at 29.93%.
Baby & Birth Rate / Infant & Child Products followed with an average change of 15.04%, and all 5 stocks closed higher. Leader Heng Sheng Holding Group gained 21.22% on news that China would allow up to three children.
Shipbuilding / Shipbuilding Equipment rose an average of 6.06% after a 26-day gap. Food was the only theme on a 2-day streak, with an average change of 4.94%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Yoon Suk-yeol) | recurred after 4 days | +20.8% | 4/4 | NE Neungyule |
| 2 | Baby & Birth Rate / Infant & Child Products | recurred after 19 days | +15.0% | 5/5 | Heng Sheng Holding Group |
| 3 | Shipbuilding / Shipbuilding Equipment | recurred after 26 days | +6.1% | 5/5 | Samsung Heavy Industries |
| 4 | Food | 2 days running | +4.9% | 5/5 | Insan |
| 5 | Oil Refining / Petrochemicals | recurred after 376 days | +3.9% | 4/4 | S-Oil |
| 6 | Steel Majors / Steel (Small & Mid Cap) | recurred after 4 days | +3.5% | 4/4 | Keum Kang Steel |
Theme by Theme
1. Political Ties (Yoon Suk-yeol) (recurred after 4 days)
- Episode: started 2021-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NE Neungyule 053290 | +29.9% | 26,700 | ★ |
Woongjin 016880 | +21.6% | 3,830 | |
Dcksung 004830 | +18.2% | 29,500 | |
Seoyon 007860 | +13.2% | 22,650 |
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2. Baby & Birth Rate / Infant & Child Products (recurred after 19 days)
- Episode: started 2021-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Organic Tea Cosmetics Holdings 900300 | +29.6% | 532,500 | |
Heng Sheng Holding Group 900270 | +21.2% | 7,145 | ★ |
Daewon Media 048910 | +16.5% | 36,350 | |
Toebox Korea 215480 | +4.8% | 9,282 | |
Agabang&company 013990 | +3.1% | 5,960 |
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3. Shipbuilding / Shipbuilding Equipment (recurred after 26 days)
- Episode: started 2021-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +9.9% | 32,915 | |
Sejin Heavy Industries 075580 | +5.7% | 7,060 | |
HD Hyundai Mipo 010620 | +5.6% | 89,300 | |
Samsung Heavy Industries 010140 | +5.3% | 6,013 | ★ |
Hanwha Engine 082740 | +3.8% | 8,511 |
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4. Food (2 days running)
- Episode: started 2021-05-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Insan 277410 | +8.7% | 29,300 | ★ |
H.pio 357230 | +5.5% | 9,150 | |
Sempio Foods Company 248170 | +4.2% | 64,900 | |
Kook Soon Dang 043650 | +4.0% | 8,850 | |
Lotte Wellfood 280360 | +2.3% | 157,000 |
5. Oil Refining / Petrochemicals (recurred after 376 days)
- Episode: started 2021-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +6.7% | 99,900 | ★ |
SKC 011790 | +4.3% | 125,011 | |
GS Holdings 078930 | +4.2% | 48,050 | |
Lotte Chemical 011170 | +0.2% | 266,226 |
Related news
- [리포트 브리핑]S-Oil, ‘정유업 회복을 기대한다면’ 목표가 130,000원 - 유진투자증권 — 뉴스핌 (Korean)
- [리포트 브리핑]GS, ‘정유 , 발전자회사 실적 회복’ 목표가 65,000원 - 유진투자증권 — 뉴스핌 (Korean)
6. Steel Majors / Steel (Small & Mid Cap) (recurred after 4 days)
- Episode: started 2021-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Keum Kang Steel 053260 | +4.7% | 7,320 | ★ |
Daehan Steel 084010 | +3.2% | 14,170 | |
Dae Dong Steel 048470 | +3.1% | 7,720 | |
Posco Steeleon 058430 | +2.9% | 6,840 |
Closing Thoughts
Most themes showed up as single-day episodes, so it is not yet clear whether they will return. Food, led by Insan at 8.72%, is the only one already on a 2-day streak.
Oil Refining / Petrochemicals came back after a 376-day gap, with S-Oil leading at 6.73%. News on Shipbuilding / Shipbuilding Equipment said five months of orders had already passed last year’s full-year total.