Dec 20: 5 Strong Themes — Political Ties (Lee Jae-myung), Carbon Credits & CCUS
5 strong themes — 1 running · 4 recurred. Top: Political Ties (Lee Jae-myung) +11.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | Orientbio | +29.97% | |
| Carbon Credits & CCUS | Ecoeye | +16.30% | |
| Shipbuilding | HJ Shipbuilding & Construction | +12.72% | |
| LNG (Liquefied Natural Gas) | HJ Shipbuilding & Construction | +12.72% | |
| Wind | SK oceanplant | +7.29% |
On Dec 20, Political Ties (Lee Jae-myung) topped the board with an average change of 11.71%, and all 10 of its stocks closed higher. Leader Orientbio rose 29.97% and Dgenx 29.95%.
Carbon Credits & CCUS followed with an average change of 8.42%, led by Ecoeye at 16.3%. All 4 stocks in the theme advanced as it resurfaced after a 2-day gap.
Shipbuilding stood out for persistence, extending its streak to 4 days with an average change of 4.69%. HJ Shipbuilding & Construction led at 12.72% and also topped the LNG theme.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jae-myung) | recurred after 7 days | +11.7% | 10/10 | Orientbio |
| 2 | Carbon Credits & CCUS | recurred after 2 days | +8.4% | 4/4 | Ecoeye |
| 3 | Shipbuilding | 4 days running | +4.7% | 4/4 | HJ Shipbuilding & Construction |
| 4 | LNG (Liquefied Natural Gas) | recurred after 24 days | +3.9% | 10/10 | HJ Shipbuilding & Construction |
| 5 | Wind | recurred after 4 days | +1.9% | 7/7 | SK oceanplant |
Theme by Theme
1. Political Ties (Lee Jae-myung) (recurred after 7 days)
- Episode: started 2024-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Orientbio 002630 | +30.0% | 1,236 | ★ |
Dgenx 113810 | +29.9% | 1,536 | |
Orient Precision Industries 065500 | +22.5% | 6,100 | |
Ilsung Construction 013360 | +7.5% | 3,360 | |
FreeMs 053160 | +6.0% | 15,120 | |
Hyungji Elite 093240 | +5.7% | 1,965 | |
HYUNGJI Innovation and Creative 011080 | +4.9% | 816 | |
Total Soft Bank 045340 | +4.4% | 8,820 | |
Koyj 121850 | +3.5% | 1,362 | |
Atec Mobility 224110 | +2.7% | 18,550 |
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2. Carbon Credits & CCUS (recurred after 2 days)
- Episode: started 2024-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecoeye 448280 | +16.3% | 20,050 | ★ |
Chemtros 220260 | +11.1% | 4,560 | |
Hansol HomeDeco 025750 | +5.0% | 652 | |
Ecopro HN 383310 | +1.3% | 35,200 |
3. Shipbuilding (4 days running)
- Episode: started 2024-12-17, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +12.7% | 5,850 | ★ |
Hanwha Ocean 042660 | +3.6% | 33,400 | |
HD Hyundai Heavy Industries 329180 | +2.2% | 260,500 | |
HD Hyundai Mipo 010620 | +0.3% | 138,900 |
Related news
- [이수연의 TOP10] 高환율에도 남몰래 웃는’조선株’ 내년 주도주로 자리매김? — 머니투데이 (Korean)
- [오후의 쟁점] 보조금 확정에도 하락하는 ‘반도체’ / 약세장 속 빛나는 ‘조선·해운’ — 머니투데이 (Korean)
4. LNG (Liquefied Natural Gas) (recurred after 24 days)
- Episode: started 2024-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +12.7% | 5,850 | ★ |
Il Seung 333430 | +8.5% | 4,590 | |
SK oceanplant 100090 | +7.3% | 13,540 | |
Caelum 258610 | +4.4% | 1,485 | |
NK 085310 | +2.1% | 733 | |
KoreaGas 036460 | +2.1% | 34,450 | |
Korea Line 005880 | +0.8% | 1,687 | |
GS Holdings 078930 | +0.6% | 40,350 | |
Pan Ocean 028670 | +0.3% | 3,360 | |
HD Hyundai Mipo 010620 | +0.3% | 138,900 |
5. Wind (recurred after 4 days)
- Episode: started 2024-12-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK oceanplant 100090 | +7.3% | 13,540 | ★ |
LS Eco Energy 229640 | +2.3% | 32,900 | |
Dae Myoung Energy 389260 | +1.1% | 12,520 | |
LS Marine Solution 060370 | +1.1% | 14,500 | |
CS Wind 112610 | +0.7% | 42,050 | |
SeAH Steel Holdings 003030 | +0.6% | 181,000 | |
CS Bearing 297090 | +0.1% | 4,400 |
Closing Thoughts
LNG (Liquefied Natural Gas) came back after a 24-day gap, with all 10 stocks up and an average change of 3.91%. Wind rose across all 7 names, led by SK oceanplant at 7.29%.
Apart from Shipbuilding, every strong theme on Dec 20 was a one-day episode. The next thing to track is whether stocks that appear in several themes, such as SK oceanplant, stay in those groups.