Jan 12: 8 Strong Themes — Shipping, Integrated Logistics
8 strong themes — 1 running · 7 recurred. Top: Shipping +10.2%.
Strong themes8
Top change+10.2%
LeaderHeung-a Shipping
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipping | Heung-a Shipping | +29.89% | |
| Integrated Logistics | Taewoong Logistics | +26.52% | |
| Robotics (Industrial & Collaborative) | Robostar | +16.21% | |
| Natural Gas Utilities | Daesung Energy | +8.58% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +20.19% | |
| Food | Singsongholdings | +21.68% | |
| AI & Robotics | Robostar | +16.21% | |
| Defense & War | COTS Technology | +5.38% |
Shipping led the 2024-01-12 session with an average change of 10.21%, and all 6 stocks in the theme rose. Heung-a Shipping jumped 29.89% as headlines cited Middle East shipping risk.
Integrated Logistics posted an average change of 6.84%, with all 10 stocks higher. Taewoong Logistics gained 26.52% as news reports pointed to Red Sea logistics concerns.
Robotics (Industrial & Collaborative) also posted an average change of 6.84%, and its streak reached 3 days. Neuromeka climbed 20.93%, which news linked to CES momentum.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipping | recurred after 3 days | +10.2% | 6/6 | Heung-a Shipping |
| 2 | Integrated Logistics | recurred after 23 days | +6.8% | 10/10 | Taewoong Logistics |
| 3 | Robotics (Industrial & Collaborative) | 3 days running | +6.8% | 9/9 | Robostar |
| 4 | Natural Gas Utilities | recurred after 3 days | +6.5% | 2/2 | Daesung Energy |
| 5 | LPG (Liquefied Petroleum Gas) | recurred after 8 days | +5.3% | 6/6 | HeunguOil |
| 6 | Food | recurred after 50 days | +4.8% | 10/10 | Singsongholdings |
| 7 | AI & Robotics | recurred after 2 days | +4.3% | 9/9 | Robostar |
| 8 | Defense & War | recurred after 2 days | +2.8% | 9/9 | COTS Technology |
Theme by Theme
1. Shipping (recurred after 3 days)
- Episode: started 2024-01-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Heung-a Shipping 003280 | +29.9% | 4,085 | ★ |
Korea Line 005880 | +14.5% | 2,565 | |
KSS Line 044450 | +5.4% | 9,700 | |
HMM 011200 | +5.4% | 20,650 | |
STX Green Logis 465770 | +4.6% | 12,730 | |
Pan Ocean 028670 | +1.4% | 3,595 |
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- 이란 美 유조선 나포에 국제유가↑…해운·석유 관련주 상승 — 머니투데이 (Korean)
- [특징주] 태웅로직스, 해운-철도-육로 3자물류 1위…홍해발 물류 대란 우려에 상승세 — 이투데이 (Korean)
2. Integrated Logistics (recurred after 23 days)
- Episode: started 2024-01-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Taewoong Logistics 124560 | +26.5% | 4,485 | ★ |
Dongbang Transport & Logistics 004140 | +11.1% | 2,360 | |
Intergis 129260 | +9.7% | 2,540 | |
KCTC 009070 | +7.9% | 4,240 | |
Hansol Logistics 009180 | +5.4% | 2,740 | |
STX Green Logis 465770 | +4.6% | 12,730 | |
Yoosung T&S 024800 | +2.1% | 2,170 | |
Hyundai Glovis 086280 | +0.9% | 174,700 | |
SamIl 032280 | +0.2% | 1,937 | |
SG&G 040610 | +0.1% | 1,617 |
Related news
- [특징주]태웅로직스, 美·英 후티기지 공습 개시 홍해 위기 고조…물류난 우려 소식에↑ — 파이낸셜뉴스 (Korean)
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3. Robotics (Industrial & Collaborative) (3 days running)
- Episode: started 2024-01-10, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Neuromeka 348340 | +20.9% | 46,800 | |
Robostar 090360 | +16.2% | 33,700 | ★ |
DaedongGear 008830 | +6.9% | 10,990 | |
SP Systems 317830 | +4.8% | 10,730 | |
SBB Tech 389500 | +3.2% | 43,200 | |
T-Robotics 117730 | +3.0% | 22,550 | |
SPG 058610 | +2.5% | 35,150 | |
Rainbow Robotics 277810 | +2.2% | 178,300 | |
Beno TNR 206400 | +1.9% | 3,550 |
Related news
- CES 훈풍 탄 로봇株…뉴로메카 21% 급등 — 서울경제 (Korean)
4. Natural Gas Utilities (recurred after 3 days)
- Episode: started 2024-01-12, day 4
5. LPG (Liquefied Petroleum Gas) (recurred after 8 days)
- Episode: started 2024-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +20.2% | 12,740 | ★ |
Joong Ang Enervis 000440 | +6.9% | 19,090 | |
Kukdong Oil & Chemicals 014530 | +3.0% | 4,315 | |
Daesung Industrial 128820 | +1.4% | 3,675 | |
S-Oil 010950 | +0.3% | 66,200 | |
GS Holdings 078930 | +0.1% | 40,350 |
6. Food (recurred after 50 days)
- Episode: started 2024-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Singsongholdings 006880 | +21.7% | 7,690 | ★ |
Milae Bioresources 218150 | +6.3% | 5,210 | |
Sempio Foods Company 248170 | +4.9% | 29,750 | |
Hantop 002680 | +2.8% | 1,293 | |
Mcnulty Korea 222980 | +2.6% | 4,495 | |
Boratr 250000 | +2.3% | 11,490 | |
Otoki 007310 | +1.9% | 407,000 | |
Hite Jinro 000080 | +1.9% | 21,800 | |
WooDeumGee Farm 403490 | +1.7% | 2,715 | |
Orion 271560 | +1.6% | 116,800 |
7. AI & Robotics (recurred after 2 days)
- Episode: started 2024-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Robostar 090360 | +16.2% | 33,700 | ★ |
Robotis 108490 | +5.8% | 31,050 | |
RoboRobo 215100 | +3.8% | 5,190 | |
Emro 058970 | +3.5% | 76,400 | |
T-Robotics 117730 | +3.0% | 22,550 | |
Samsung SDS 018260 | +2.4% | 169,900 | |
Firstec 010820 | +1.5% | 3,405 | |
Yujin Robot 056080 | +1.1% | 11,400 | |
Hyulim ROBOT 090710 | +1.0% | 1,372 |
8. Defense & War (recurred after 2 days)
- Episode: started 2024-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Victek 065450 | +7.0% | 5,040 | |
COTS Technology 448710 | +5.4% | 18,600 | ★ |
Huneed Technologies 005870 | +3.7% | 7,030 | |
HanilForgingIndustrial 024740 | +2.9% | 2,475 | |
Poongsan 103140 | +1.9% | 37,200 | |
Firstec 010820 | +1.5% | 3,405 | |
Hanwha Ocean 042660 | +1.1% | 23,000 | |
Kocom 015710 | +0.9% | 5,040 | |
Korea Aerospace Industries 047810 | +0.7% | 54,500 |
Related news
- [장중수급포착] 코츠테크놀로지, 외국인/기관 동시 순매수… 주가 +6.40% — 뉴스핌 (Korean)
Closing Thoughts
The Shipping and Integrated Logistics episodes run through 2024-01-15 in the data. The next question is whether the Red Sea and tanker headlines keep driving these groups.
LPG (Liquefied Petroleum Gas) posted an average change of 5.31%, led by HeunguOil at 20.19%. Defense & War rose less, with an average change of 2.79%.