Jun 25: 6 Strong Themes — Auto Parts, Shipping
6 strong themes — 2 running · 4 recurred. Top: Auto Parts +11.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Auto Parts | HanJungNCS | +30.00% | |
| Shipping | STX Green Logis | +23.84% | |
| Integrated Logistics | STX Green Logis | +23.84% | |
| GLP-1 & Obesity Drugs | Inventage Lab | +3.39% | |
| Car Majors | Hyundai Mobis | +5.25% | |
| LPG (Liquefied Petroleum Gas) | Joong Ang Enervis | +6.40% |
Six themes closed higher on 2024-06-25, and every stock in each of them finished up. Auto Parts led, with all 9 of its stocks up and an average change of 11.45%.
HanJungNCS topped Auto Parts with a 30.0% gain, on what news reports called its second day of trading after listing. Samsung Climate Control was next at 15.56%.
Shipping reached a 2-day streak with an average change of 7.35%, led by STX Green Logis at 23.84%. News headlines linked the rally to rising sea freight rates.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Auto Parts | recurred after 7 days | +11.4% | 9/9 | HanJungNCS |
| 2 | Shipping | 2 days running | +7.3% | 6/6 | STX Green Logis |
| 3 | Integrated Logistics | 2 days running | +4.1% | 10/10 | STX Green Logis |
| 4 | GLP-1 & Obesity Drugs | recurred after 18 days | +2.7% | 10/10 | Inventage Lab |
| 5 | Car Majors | recurred after 6 days | +2.1% | 7/7 | Hyundai Mobis |
| 6 | LPG (Liquefied Petroleum Gas) | recurred after 7 days | +1.8% | 6/6 | Joong Ang Enervis |
Theme by Theme
1. Auto Parts (recurred after 7 days)
- Episode: started 2024-06-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HanJungNCS 107640 | +30.0% | 44,200 | ★ |
Samsung Climate Control 006660 | +15.6% | 17,300 | |
Inhwa Precision 101930 | +14.2% | 27,750 | |
Hwashin 010690 | +9.1% | 14,800 | |
Dae-il 092200 | +7.4% | 5,670 | |
Hwaseung R&a 378850 | +7.0% | 4,910 | |
Ilji Technology 019540 | +6.8% | 5,810 | |
Daewonkangup 000430 | +6.8% | 5,830 | |
Ewon Comfortech 088290 | +6.2% | 1,258 |
Related news
- [특징주]한중엔시에스, 수냉 ESS 냉각시스템 삼성 독점 공급…상장 첫날 ‘강세’ — 이데일리 (Korean)
- [특징주] 한중엔시에스, 상장 둘째날에도 20% 강세 — 이투데이 (Korean)
2. Shipping (2 days running)
- Episode: started 2024-06-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Green Logis 465770 | +23.8% | 13,560 | ★ |
Korea Line 005880 | +8.2% | 2,455 | |
KSS Line 044450 | +5.1% | 8,640 | |
Heung-a Shipping 003280 | +3.0% | 2,575 | |
Pan Ocean 028670 | +3.0% | 4,155 | |
HMM 011200 | +1.1% | 19,180 |
Related news
- 해상운임 상승에 해운주 동반 급등…STX그린로지스 25%대↑ — 머니투데이 (Korean)
- 해운주, 해상운임 강세에 동반 ‘급등’…STX그린로지스 28%↑ — 한국경제 (Korean)
- [특징주] 공급망 충격 우려에 해운주 일제히 강세 — 서울경제 (Korean)
3. Integrated Logistics (2 days running)
- Episode: started 2024-06-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Green Logis 465770 | +23.8% | 13,560 | ★ |
Hyundai Glovis 086280 | +3.6% | 227,000 | |
HANJIN Logistics 002320 | +3.1% | 19,880 | |
Hansol Logistics 009180 | +2.2% | 3,175 | |
Intergis 129260 | +2.2% | 2,325 | |
CJ Logistics 000120 | +2.1% | 97,200 | |
KCTC 009070 | +1.9% | 4,815 | |
Sebang 004360 | +1.3% | 13,940 | |
Yoosung T&S 024800 | +0.5% | 2,210 | |
Taewoong Logistics 124560 | +0.4% | 3,975 |
Related news
- [특징주]STX그린로지스 22%↑, 홍해사태·미중갈등 수혜 — 아시아경제 (Korean)
- [특징주] 해운주, 해상운임 상승에 강세…STX그린로지스 23%대 ↑ — 파이낸셜뉴스 (Korean)
- 해상운임 상승에 해운주 동반 급등…STX그린로지스 25%대↑ — 머니투데이 (Korean)
4. GLP-1 & Obesity Drugs (recurred after 18 days)
- Episode: started 2024-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB Pharmaceutical 047920 | +6.2% | 21,250 | |
HK inno.N 195940 | +3.7% | 36,450 | |
Inventage Lab 389470 | +3.4% | 10,680 | ★ |
Daebonglsco 078140 | +3.4% | 10,720 | |
Raphas 214260 | +3.3% | 9,750 | |
Hanmi Pharm 128940 | +2.0% | 279,000 | |
Chong Kun Dang Pharmaceutical 185750 | +1.7% | 97,400 | |
Dong-a ST 170900 | +1.1% | 63,500 | |
Yuhan 000100 | +1.0% | 78,800 | |
Dae Hwa Pharm 067080 | +1.0% | 10,120 |
5. Car Majors (recurred after 6 days)
- Episode: started 2024-06-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Mobis 012330 | +5.2% | 250,500 | ★ |
HL Mando 204320 | +3.5% | 44,700 | |
Hyundai Motor 005380 | +2.7% | 288,500 | |
Hyundai Wia 011210 | +1.4% | 58,800 | |
Hanon Systems 018880 | +1.1% | 4,940 | |
Kia 000270 | +0.6% | 129,000 | |
KG Mobility 003620 | +0.2% | 5,180 |
Related news
- 현대모비스, 전국 자동차부품 공급망 대규모 안전진단 — 매일경제 (Korean)
6. LPG (Liquefied Petroleum Gas) (recurred after 7 days)
- Episode: started 2024-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Joong Ang Enervis 000440 | +6.4% | 21,600 | ★ |
E1 017940 | +1.6% | 77,500 | |
SK Gas 018670 | +1.0% | 180,000 | |
HeunguOil 024060 | +1.0% | 14,570 | |
S-Oil 010950 | +0.5% | 67,000 | |
Daesung Industrial 128820 | +0.3% | 3,780 |
Closing Thoughts
Shipping and Integrated Logistics are both on 2-day streaks, and STX Green Logis leads each one. The next question is whether freight-rate headlines keep backing both groups.
GLP-1 & Obesity Drugs returned after a gap of 18 days, with an average change of 2.68% and no news attached. Car Majors came back after 6 days, led by Hyundai Mobis at 5.25%.