Jan 4: 6 Strong Themes — Shipping, LPG (Liquefied Petroleum Gas)
6 strong themes — 6 recurred. Top: Shipping +10.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipping | - | - | - |
| LPG (Liquefied Petroleum Gas) | - | - | - |
| Superconductors | - | - | - |
| Oil Refining | - | - | - |
| Travel | - | - | - |
| Graphene | - | - | - |
On 2024-01-04, Shipping led the strong themes with an average change of 10.35%, and all 5 of its stocks rose. Heung-a Shipping was up 29.94%, and Korea Line gained 7.75%.
LPG (Liquefied Petroleum Gas) came next with an average change of 9.96%, led by HeunguOil at 29.92%. Superconductors followed at 9.89%, with all 10 of its stocks higher.
Every theme on the list was a recurrence, and Travel returned after a gap of 57 days. Oil Refining, Travel and Graphene posted smaller average gains of 2.54%, 2.12% and 1.42%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipping | recurred after 2 days | +10.3% | 5/5 | - |
| 2 | LPG (Liquefied Petroleum Gas) | recurred after 16 days | +10.0% | 7/7 | - |
| 3 | Superconductors | recurred after 9 days | +9.9% | 10/10 | - |
| 4 | Oil Refining | recurred after 16 days | +2.5% | 2/2 | - |
| 5 | Travel | recurred after 57 days | +2.1% | 5/5 | - |
| 6 | Graphene | recurred after 49 days | +1.4% | 7/7 | - |
Theme by Theme
1. Shipping (recurred after 2 days)
- Episode: started 2024-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Heung-a Shipping 003280 | +29.9% | 3,255 | |
STX Green Logis 465770 | +9.3% | 13,050 | |
Korea Line 005880 | +7.8% | 2,295 | |
HMM 011200 | +2.9% | 20,500 | |
KSS Line 044450 | +1.9% | 9,350 |
Related news
- 홍해 운항 선박 공격 당하자, 해상 운임 상승…흥아해운 上 — 한국경제 (Korean)
- ‘홍해 리스크’ 계속되며 해운주 ‘상승’…HMM 4%↑ — 한국경제 (Korean)
2. LPG (Liquefied Petroleum Gas) (recurred after 16 days)
- Episode: started 2024-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +29.9% | 10,030 | |
Joong Ang Enervis 000440 | +21.0% | 20,800 | |
Kukdong Oil & Chemicals 014530 | +9.2% | 4,490 | |
Daesung Industrial 128820 | +3.8% | 3,710 | |
S-Oil 010950 | +3.6% | 69,600 | |
GS Holdings 078930 | +1.5% | 40,700 | |
E1 017940 | +0.7% | 60,300 |
3. Superconductors (recurred after 9 days)
- Episode: started 2024-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung Delta Tech 065350 | +29.9% | 56,200 | |
SuNAM 294630 | +17.5% | 4,925 | |
Power Logics 047310 | +13.2% | 7,630 | |
Korea Cable T.V Chung-buk System 066790 | +13.2% | 2,220 | |
Mobiis 250060 | +8.4% | 4,635 | |
Dcksung 004830 | +6.8% | 8,020 | |
Inzi Display 037330 | +3.8% | 1,901 | |
Top Engineering 065130 | +2.8% | 5,600 | |
Amotech 052710 | +1.8% | 8,310 | |
Hanyang Eng 045100 | +1.5% | 15,410 |
4. Oil Refining (recurred after 16 days)
- Episode: started 2024-01-04, day 1
Related news
- “올해 유가 횡보” VS “중동 불안 과소평가”…정유株, 엇갈린 전망 — 한국경제 (Korean)
5. Travel (recurred after 57 days)
- Episode: started 2024-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gradiant 035080 | +3.4% | 14,340 | |
Modetournetwork 080160 | +2.2% | 15,470 | |
Lotte Tour Development 032350 | +1.9% | 9,630 | |
Very Good Tour 094850 | +1.6% | 7,090 | |
Hanatour Service 039130 | +1.6% | 52,100 |
6. Graphene (recurred after 49 days)
- Episode: started 2024-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Itek 119830 | +3.0% | 7,290 | |
SANGBOCo 027580 | +1.8% | 1,706 | |
China Crystal New Material Holdings 900250 | +1.4% | 1,541 | |
Daechang 012800 | +1.4% | 1,293 | |
Duksanhimetal 077360 | +1.2% | 7,590 | |
LMS 073110 | +0.8% | 8,080 | |
Kyung-in Synthetic 012610 | +0.4% | 3,820 |
Closing Thoughts
Headlines linked Shipping to attacks on ships in the Red Sea and higher freight rates. Each episode so far lasts 1 day, so the next session will show whether any streak continues.
Oil Refining coverage showed mixed views on the oil-price outlook amid Middle East unrest. S-Oil and GS Holdings appear in both Oil Refining and LPG, so those two themes overlap.