Feb 17: 7 Strong Themes — Shipping, UAM (Urban Air Mobility)
7 strong themes — 2 running · 4 recurred · 1 new. Top: Shipping +13.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipping | Heung-a Shipping | +29.86% | |
| UAM (Urban Air Mobility) | Gis | +19.65% | |
| Natural Gas Utilities / LNG (Liquefied Natural Gas) / Oil Refining / LPG (Liquefied Petroleum Gas) | Gse | +19.97% | |
| Defense & War | Kisan Telecom | +8.38% | |
| Currency & ATM Systems (incl. CBDC) | Korea Computer Terminal | +11.29% | |
| Reopening | CLIO Cosmetics | +11.06% | |
| Rare Earths & Rare Metals | Dongkuk Refractories & Steel | +3.65% |
Shipping led the Feb 17 session with an average change of 13.78%, and all 3 of its stocks rose. Heung-a Shipping jumped 29.86%, while HMM gained 10.1%.
UAM (Urban Air Mobility) extended its streak to 2 days with an average change of 12.7%, led by Gis at 19.65%. Newcomer Natural Gas Utilities / LNG (Liquefied Natural Gas) / Oil Refining / LPG (Liquefied Petroleum Gas) averaged 12.19%, with Gse up 19.97%.
In every theme, all listed stocks closed higher. Defense & War averaged 7.93%, and Currency & ATM Systems (incl. CBDC) averaged 6.97%. Reopening averaged 3.87% across 7 stocks.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipping | recurred after 7 days | +13.8% | 3/3 | Heung-a Shipping |
| 2 | UAM (Urban Air Mobility) | 2 days running | +12.7% | 3/3 | Gis |
| 3 | Natural Gas Utilities / LNG (Liquefied Natural Gas) / Oil Refining / LPG (Liquefied Petroleum Gas) | new | +12.2% | 5/5 | Gse |
| 4 | Defense & War | recurred after 3 days | +7.9% | 4/4 | Kisan Telecom |
| 5 | Currency & ATM Systems (incl. CBDC) | recurred after 13 days | +7.0% | 4/4 | Korea Computer Terminal |
| 6 | Reopening | 2 days running | +3.9% | 7/7 | CLIO Cosmetics |
| 7 | Rare Earths & Rare Metals | recurred after 2 days | +2.7% | 3/3 | Dongkuk Refractories & Steel |
Theme by Theme
1. Shipping (recurred after 7 days)
- Episode: started 2022-02-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Heung-a Shipping 003280 | +29.9% | 2,740 | ★ |
HMM 011200 | +10.1% | 27,800 | |
Korea Line 005880 | +1.4% | 2,595 |
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2. UAM (Urban Air Mobility) (2 days running)
- Episode: started 2022-02-16, day 2
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- 기산텔레콤 주가 16%↑…K-UAM ‘에어택시’ 상용화 본격 추진 소식 때문? — 아주경제 (Korean)
3. Natural Gas Utilities / LNG (Liquefied Natural Gas) / Oil Refining / LPG (Liquefied Petroleum Gas) (new)
- Episode: started 2022-02-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gse 053050 | +20.0% | 4,325 | ★ |
Daesung Energy 117580 | +13.7% | 9,790 | |
Joong Ang Enervis 000440 | +12.1% | 23,150 | |
Korea Petroleum Industries Company 004090 | +11.3% | 16,800 | |
SK Innovation 096770 | +3.9% | 208,105 |
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4. Defense & War (recurred after 3 days)
- Episode: started 2022-02-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Victek 065450 | +11.5% | 6,600 | |
Kisan Telecom 035460 | +8.4% | 3,555 | ★ |
HanilForgingIndustrial 024740 | +6.9% | 3,165 | |
Huneed Technologies 005870 | +4.9% | 8,130 |
Related news
- 기산텔레콤 주가 16%↑…K-UAM ‘에어택시’ 상용화 본격 추진 소식 때문? — 아주경제 (Korean)
5. Currency & ATM Systems (incl. CBDC) (recurred after 13 days)
- Episode: started 2022-02-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Computer Terminal 089150 | +11.3% | 6,210 | ★ |
Korea Computer & Systems 115500 | +6.8% | 6,570 | |
Hannet 052600 | +6.3% | 7,970 | |
Logisys 067730 | +3.5% | 6,800 |
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6. Reopening (2 days running)
- Episode: started 2022-02-16, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
CLIO Cosmetics 237880 | +11.1% | 23,100 | ★ |
LG H&H 051900 | +5.4% | 1,028,000 | |
Amorepacific 090430 | +3.6% | 187,500 | |
Global Tax Free 204620 | +3.3% | 3,008 | |
Grand Korea Leisure 114090 | +1.4% | 14,900 | |
Modetournetwork 080160 | +1.2% | 24,500 | |
Trinity Airways 091810 | +1.1% | 3,081 |
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7. Rare Earths & Rare Metals (recurred after 2 days)
- Episode: started 2022-02-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongkuk Refractories & Steel 075970 | +3.6% | 4,120 | ★ |
EG 037370 | +3.1% | 11,800 | |
Union 000910 | +1.3% | 6,880 |
Closing Thoughts
UAM (Urban Air Mobility) and Reopening both have a streak of 2. The next point to check is whether either streak continues.
For Natural Gas Utilities / LNG (Liquefied Natural Gas) / Oil Refining / LPG (Liquefied Petroleum Gas), headlines linked the move to Russia-Ukraine tension and rising oil and gas prices. Shipping came back after a 7-day gap, on news of strong HMM results.