Nov 7: 7 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Telecom Equipment

November 7, 2024 · #Space & Aerospace (Nuri Rocket, Satellites) #Telecom Equipment #Defense & War #Shipbuilding Equipment #Shipbuilding #Beauty & Cosmetics #Autonomous Driving

7 strong themes — 1 running · 6 recurred. Top: Space & Aerospace (Nuri Rocket, Satellites) +17.0%.

Strong themes7 Top change+17.0% LeaderAsia Pacific Satellite lnc

Average change by strong theme

Average change of member stocks, by theme · descending
Space & Aerospace (Nuri Rocket, Satellites)
+17.0%
Telecom Equipment
+14.3%
Defense & War
+13.3%
Shipbuilding Equipment
+11.4%
Shipbuilding
+11.0%
Beauty & Cosmetics
+6.2%
Autonomous Driving
+5.1%

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 -
ThemeLeaderChangeTrend
Space & Aerospace (Nuri Rocket, Satellites)Asia Pacific Satellite lnc+30.00%
Telecom EquipmentAsia Pacific Satellite lnc+30.00%
Defense & WarGenohco+30.00%
Shipbuilding EquipmentHyundai HYMS+30.00%
ShipbuildingHanwha Ocean+21.76%
Beauty & CosmeticsKolmar Holdings+12.93%
Autonomous DrivingFuronteer+7.19%

Nov 7 belonged to aerospace and the sectors around it. Space & Aerospace (Nuri Rocket, Satellites) led with an average change of 17.04%, and all 10 of its stocks closed higher.

Asia Pacific Satellite lnc rose 30.0% to lead two themes, including Telecom Equipment at an average change of 14.32%. Defense & War averaged 13.26% and has now appeared 3 sessions in a row.

Shipbuilding Equipment averaged 11.39%, led by Hyundai HYMS at 30.0%. Shipbuilding followed at 11.03%, while Beauty & Cosmetics and Autonomous Driving gained 6.24% and 5.14%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Space & Aerospace (Nuri Rocket, Satellites)recurred after 2 days+17.0%10/10Asia Pacific Satellite lnc
2Telecom Equipmentrecurred after 48 days+14.3%9/9Asia Pacific Satellite lnc
3Defense & War3 days running+13.3%10/10Genohco
4Shipbuilding Equipmentrecurred after 28 days+11.4%10/10Hyundai HYMS
5Shipbuildingrecurred after 23 days+11.0%6/6Hanwha Ocean
6Beauty & Cosmeticsrecurred after 2 days+6.2%9/9Kolmar Holdings
7Autonomous Drivingrecurred after 13 days+5.1%10/10Furonteer

Theme by Theme

1. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 2 days)

StockChangeCloseLeader
Asia Pacific Satellite lnc 211270+30.0%14,950★
Genohco 361390+30.0%22,100
HVM 295310+26.5%25,550
Lumir 474170+21.1%13,650
Contec 451760+14.6%12,440
Kencoa Aerospace 274090+14.3%10,230
LK Samyang 225190+10.3%2,465
Hanwha Systems 272210+9.8%21,200
Isupetasys 007660+8.9%33,700
Hanwha 000880+5.0%28,350

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2. Telecom Equipment (recurred after 48 days)

StockChangeCloseLeader
Asia Pacific Satellite lnc 211270+30.0%14,950★
Davolink 340360+27.0%2,160
Wavice 289930+23.4%10,810
OptiCore 380540+12.0%1,303
KMW 032500+10.8%8,640
Lightron Fiber-optic Devices 069540+8.4%1,599
RFHIC 218410+6.4%13,250
Mercury 100590+5.9%3,605
OE Solutions 138080+5.0%10,600

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3. Defense & War (3 days running)

StockChangeCloseLeader
Genohco 361390+30.0%22,100★
Wavice 289930+23.4%10,810
Hanwha Ocean 042660+21.8%33,850
Kencoa Aerospace 274090+14.3%10,230
Hanwha Systems 272210+9.8%21,200
HJ Shipbuilding & Construction 097230+9.0%2,605
Samyung ENC 065570+6.6%2,190
HD Korea Shipbuilding & Offshore Engineering 009540+6.0%197,000
Daeyang Electric 108380+6.0%12,310
STX Engine 077970+5.7%20,800

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4. Shipbuilding Equipment (recurred after 28 days)

StockChangeCloseLeader
Hyundai HYMS 460930+30.0%13,390★
Il Seung 333430+18.5%3,420
Oriental Precision & Engineering 014940+15.3%3,885
HD Hyundai Marine Solution 443060+8.1%150,700
KSP 073010+7.8%4,420
Dongbang Ship Machinery 099410+7.7%3,200
Sejin Heavy Industries 075580+6.8%7,580
Hanwha Engine 082740+6.6%15,380
Samyung ENC 065570+6.6%2,190
Samyoung M-tek C0 054540+6.5%4,340

5. Shipbuilding (recurred after 23 days)

StockChangeCloseLeader
Hanwha Ocean 042660+21.8%33,850★
HD Hyundai Heavy Industries 329180+15.1%208,500
Samsung Heavy Industries 010140+9.2%10,830
HJ Shipbuilding & Construction 097230+9.0%2,605
HD Korea Shipbuilding & Offshore Engineering 009540+6.0%197,000
HD Hyundai Mipo 010620+5.1%115,600

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6. Beauty & Cosmetics (recurred after 2 days)

StockChangeCloseLeader
Kolmar Holdings 024720+12.9%8,120★
Manyo Factory 439090+12.8%21,200
Englewood Lab 950140+8.1%11,300
BL Pharmtech 065170+6.1%243
Bbia 451250+4.8%10,640
Byon 032980+3.6%697
Heng Sheng Holding Group 900270+2.9%325
Naturecell 007390+2.6%21,900
Spigen Korea 192440+2.4%21,250

7. Autonomous Driving (recurred after 13 days)

StockChangeCloseLeader
Nextchip 396270+11.0%14,250
Hyundai Autoever 307950+7.8%138,700
Furonteer 370090+7.2%19,230★
Unitrontech 142210+5.4%5,070
Yujin Robot 056080+3.7%5,600
Smart Radar System 424960+3.7%11,490
ThinkwareSystems 084730+3.6%11,020
Telechips 054450+3.5%13,000
Sos Lab 464080+3.0%5,810
Sekonix 053450+2.6%5,600

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Closing Thoughts

Five of the seven themes have episodes lasting just 1 day. Defense & War runs the longest, from 2024-11-05 to 2024-11-11, and Telecom Equipment extends to 2024-11-08.

Two news threads stand out. Genohco rose 30.0% on reports of a change in its largest shareholder, and a headline linked shipbuilding’s gains to Trump’s election win.