Jan 7: 8 Strong Themes — Shipbuilding, Shipbuilding Equipment

January 7, 2025 · #Shipbuilding #Shipbuilding Equipment #Glass Substrates #Beauty & Cosmetics #Pharma #Ukraine Reconstruction #Biosimilars #Convenience Stores

8 strong themes — 1 running · 7 recurred. Top: Shipbuilding +6.3%.

Strong themes8 Top change+6.3% LeaderHJ Shipbuilding & Construction

Average change by strong theme

Average change of member stocks, by theme · descending

Shipbuilding

+6.3%

Shipbuilding Equipment

+5.3%

Glass Substrates

+5.0%

Beauty & Cosmetics

+4.6%

Pharma

+4.3%

Ukraine Reconstruction

+4.2%

Biosimilars

+2.9%

Convenience Stores

+1.5%

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
Shipbuilding	HJ Shipbuilding & Construction	+15.97%
Shipbuilding Equipment	Il Seung	+8.70%
Glass Substrates	HB Technology	+11.48%
Beauty & Cosmetics	BL Pharmtech	+2.61%
Pharma	Vivozon Pharmaceutical	+12.15%
Ukraine Reconstruction	DaedongGear	+6.56%
Biosimilars	Aprogen	+2.74%
Convenience Stores	E-mart	+4.14%

On Jan 7, every strong theme closed with all of its listed stocks higher. Shipbuilding led the session with an average change of 6.28%, with 6 of 6 stocks up.

HJ Shipbuilding & Construction jumped 15.97% and Hanwha Ocean added 12.6%. Korean headlines tied the move to a Trump remark about using allies to build ships.

Shipbuilding Equipment followed at 5.27%, with all 10 stocks up. Beauty & Cosmetics stretched its streak to 4, while Convenience Stores returned after a gap of 158 days.

Today’s Strong Themes at a Glance

#	Theme	Status	Avg. change	Up/Total	Leader
1	Shipbuilding	recurred after 5 days	+6.3%	6/6	HJ Shipbuilding & Construction
2	Shipbuilding Equipment	recurred after 5 days	+5.3%	10/10	Il Seung
3	Glass Substrates	recurred after 20 days	+5.0%	6/6	HB Technology
4	Beauty & Cosmetics	4 days running	+4.6%	10/10	BL Pharmtech
5	Pharma	recurred after 4 days	+4.3%	10/10	Vivozon Pharmaceutical
6	Ukraine Reconstruction	recurred after 19 days	+4.2%	10/10	DaedongGear
7	Biosimilars	recurred after 8 days	+2.9%	10/10	Aprogen
8	Convenience Stores	recurred after 158 days	+1.5%	5/5	E-mart

Theme by Theme

1. Shipbuilding (recurred after 5 days)

Episode: started 2025-01-07, day 2

Stock	Change	Close	Leader
HJ Shipbuilding & Construction `097230`	+16.0%	7,190	★
Hanwha Ocean `042660`	+12.6%	42,900
Samsung Heavy Industries `010140`	+3.6%	11,830
HD Korea Shipbuilding & Offshore Engineering `009540`	+2.7%	231,000
HD Hyundai Mipo `010620`	+2.2%	131,900
HD Hyundai Heavy Industries `329180`	+0.7%	288,500

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2. Shipbuilding Equipment (recurred after 5 days)

Episode: started 2025-01-07, day 2

Stock	Change	Close	Leader
Il Seung `333430`	+8.7%	4,685	★
KS Industry `101000`	+7.4%	2,180
HD Hyundai Marine Solution `443060`	+6.5%	158,900
Sejin Heavy Industries `075580`	+6.3%	8,990
Hyundai HYMS `460930`	+5.5%	14,410
Sung Kwang Bend `014620`	+4.3%	25,200
Oriental Precision & Engineering `014940`	+4.0%	5,470
BMTCo `086670`	+3.6%	7,780
Hanwha Engine `082740`	+3.5%	19,290
Cape Industries `064820`	+2.9%	5,690

3. Glass Substrates (recurred after 20 days)

Episode: started 2025-01-07, day 1

Stock	Change	Close	Leader
HB Technology `078150`	+11.5%	2,380	★
Ycchem `112290`	+11.1%	16,060
Taesung `323280`	+2.2%	25,400
SKC `011790`	+2.0%	120,300
Philoptics `161580`	+1.9%	21,250
C&G Hi Tech `264660`	+1.2%	9,920

4. Beauty & Cosmetics (4 days running)

Episode: started 2025-01-02, day 6

Stock	Change	Close	Leader
Coway `021240`	+9.7%	70,300
DYD `219550`	+6.5%	586
Ark Solutions `203690`	+4.9%	6,040
Coloray International Investment `900310`	+4.6%	642
CTK `260930`	+4.1%	5,350
Seung Il `049830`	+4.0%	7,860
Byon `032980`	+3.9%	399
Chungdamglobal `362320`	+2.9%	5,700
Pharmicell `005690`	+2.7%	9,030
BL Pharmtech `065170`	+2.6%	2,360	★

5. Pharma (recurred after 4 days)

Episode: started 2025-01-07, day 2

Stock	Change	Close	Leader
Vivozon Pharmaceutical `082800`	+12.2%	7,940	★
Samil Pharmaceutical `000520`	+5.8%	14,880
SK biopharmaceuticals `326030`	+5.3%	116,300
Ilsung Is `003120`	+3.9%	16,890
Samsung Biologics `207940`	+3.9%	983,000
Hanall Biopharma `009420`	+3.2%	41,550
Sam Chun Dang Pharm `000250`	+2.7%	160,500
Prestige BioPharma `950210`	+2.2%	15,940
Kolon Life Science `102940`	+2.1%	24,150
Yuhan `000100`	+2.0%	121,400

6. Ukraine Reconstruction (recurred after 19 days)

Episode: started 2025-01-07, day 1

Stock	Change	Close	Leader
DaedongGear `008830`	+6.6%	15,930	★
DYD `219550`	+6.5%	586
Sambu Construction `001470`	+6.3%	990
SC Engineering `023960`	+5.5%	1,435
SY Steel Tech `365330`	+5.0%	8,460
SG `255220`	+3.1%	3,120
Itoxi `052770`	+2.6%	988
Daeyang Electric `108380`	+2.5%	13,390
Hyundai Everdigm `041440`	+1.9%	8,740
Heerim Architects & Planners `037440`	+1.6%	5,160

7. Biosimilars (recurred after 8 days)

Episode: started 2025-01-07, day 1

Stock	Change	Close	Leader
Binex `053030`	+7.3%	20,500
Samsung Biologics `207940`	+3.9%	983,000
Alteogen `196170`	+3.3%	326,000
Hanall Biopharma `009420`	+3.2%	41,550
Aprogen `007460`	+2.7%	825	★
Sam Chun Dang Pharm `000250`	+2.7%	160,500
Prestige BioPharma `950210`	+2.2%	15,940
Aprogen Biologics `003060`	+1.3%	689
Boryung `003850`	+1.2%	10,810
Prestige Biologics `334970`	+0.8%	5,120

8. Convenience Stores (recurred after 158 days)

Episode: started 2025-01-07, day 1

Stock	Change	Close	Leader
E-mart `139480`	+4.1%	65,400	★
GS Retail `007070`	+1.9%	17,560
Lotte `004990`	+0.7%	21,400
Yoosung T&S `024800`	+0.4%	1,917
BGF retail `282330`	+0.3%	104,900

Closing Thoughts

The data shows Shipbuilding, Shipbuilding Equipment and Pharma with episodes running to 2025-01-08. The next open question is whether these moves carry into a second session.

Glass Substrates and Ukraine Reconstruction came back after gaps of 20 and 19 days. Beauty & Cosmetics has the longest run on the board, with a 6-day episode that started on 2025-01-02.