Mar 4: 8 Strong Themes — Defense & War, Shipbuilding
8 strong themes — 1 running · 7 recurred. Top: Defense & War +19.0%.
Strong themes8
Top change+19.0%
LeaderHJ Shipbuilding & Construction
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 |
|---|---|---|---|
| Defense & War | HJ Shipbuilding & Construction | +30.00% | |
| Shipbuilding | HJ Shipbuilding & Construction | +30.00% | |
| LNG (Liquefied Natural Gas) | HJ Shipbuilding & Construction | +30.00% | |
| Steel (Small & Mid Cap) | Nexteel | +26.25% | |
| Food | Singsongholdings | +15.77% | |
| Shipbuilding Equipment | T. K | +5.25% | |
| Steel Majors | SeAH Steel | +9.89% | |
| Rare Earths & Rare Metals | Cenotec | +14.52% |
Defense & War led the Mar 4 session with an average change of 18.96%. All 10 of its stocks rose, and HJ Shipbuilding & Construction topped the group at 30.0%.
HJ Shipbuilding & Construction also led Shipbuilding and LNG (Liquefied Natural Gas), which posted average changes of 11.06% and 6.41%. Every stock in all eight themes closed higher.
Steel (Small & Mid Cap) gained an average of 6.4%, led by Nexteel at 26.25%. Food followed at 6.02%, with Singsongholdings up 15.77%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Defense & War | recurred after 14 days | +19.0% | 10/10 | HJ Shipbuilding & Construction |
| 2 | Shipbuilding | recurred after 7 days | +11.1% | 6/6 | HJ Shipbuilding & Construction |
| 3 | LNG (Liquefied Natural Gas) | recurred after 13 days | +6.4% | 10/10 | HJ Shipbuilding & Construction |
| 4 | Steel (Small & Mid Cap) | recurred after 11 days | +6.4% | 10/10 | Nexteel |
| 5 | Food | recurred after 8 days | +6.0% | 10/10 | Singsongholdings |
| 6 | Shipbuilding Equipment | recurred after 7 days | +5.0% | 10/10 | T. K |
| 7 | Steel Majors | recurred after 11 days | +3.5% | 4/4 | SeAH Steel |
| 8 | Rare Earths & Rare Metals | 2 days running | +3.3% | 8/8 | Cenotec |
Theme by Theme
1. Defense & War (recurred after 14 days)
- Episode: started 2025-03-04, day 10
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +30.0% | 7,930 | ★ |
Daesung Hi-Tech 129920 | +30.0% | 3,860 | |
HanilForgingIndustrial 024740 | +29.8% | 2,565 | |
RF Systems 474610 | +22.6% | 6,190 | |
Hanwha Aerospace 012450 | +18.0% | 701,000 | |
Hanwha Ocean 042660 | +14.5% | 85,100 | |
WaveElectronics 095270 | +11.6% | 4,330 | |
SNT Dynamics 003570 | +11.4% | 31,750 | |
Hyundai-Rotem 064350 | +10.9% | 86,700 | |
Samhyun 437730 | +10.8% | 14,380 |
Related news
- [특징주] 현대로템 9%대 상승…방위산업 장기 호황 기대감 강세 — 아시아경제 (Korean)
2. Shipbuilding (recurred after 7 days)
- Episode: started 2025-03-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +30.0% | 7,930 | ★ |
Hanwha Ocean 042660 | +14.5% | 85,100 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +10.1% | 235,500 | |
HD Hyundai Heavy Industries 329180 | +6.2% | 314,500 | |
HD Hyundai Mipo 010620 | +3.4% | 108,600 | |
Samsung Heavy Industries 010140 | +2.1% | 14,240 |
3. LNG (Liquefied Natural Gas) (recurred after 13 days)
- Episode: started 2025-03-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +30.0% | 7,930 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +10.1% | 235,500 | |
Il Seung 333430 | +6.3% | 4,555 | |
Hanwha Engine 082740 | +4.4% | 23,650 | |
HD Hyundai Mipo 010620 | +3.4% | 108,600 | |
Samsung Heavy Industries 010140 | +2.1% | 14,240 | |
Daechang Solution 096350 | +2.0% | 348 | |
Bhi 083650 | +2.0% | 20,300 | |
Korea Line 005880 | +1.9% | 1,718 | |
KoreaGas 036460 | +1.9% | 35,550 |
4. Steel (Small & Mid Cap) (recurred after 11 days)
- Episode: started 2025-03-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Nexteel 092790 | +26.2% | 14,140 | ★ |
Husteel 005010 | +14.4% | 5,600 | |
J Steel Company Holdings 023440 | +8.4% | 2,015 | |
Histeel 071090 | +3.9% | 3,070 | |
KBI Dong Yang Steel Pipe 008970 | +3.8% | 1,282 | |
Keum Kang Steel 053260 | +2.0% | 4,075 | |
Ust 263770 | +2.0% | 2,055 | |
Shin Steel 162300 | +1.3% | 2,395 | |
Finebesteel 133820 | +1.3% | 1,127 | |
Hyundai BNG Steel 004560 | +0.7% | 12,740 |
Related news
- 휴스틸, 트럼프 정책 수혜 소식에 15%↑…넥스틸 등 강관주 동반 상승세 — 이투데이 (Korean)
- [특징주]넥스틸, 美 알래스카 LNG 사업 참여 요청…퀀텀 점프 기회 잡는다 — 아시아경제 (Korean)
5. Food (recurred after 8 days)
- Episode: started 2025-03-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Singsongholdings 006880 | +15.8% | 8,370 | ★ |
MeatBox Global 475460 | +11.0% | 10,860 | |
S&D 260970 | +5.5% | 64,900 | |
Daesang 001680 | +5.4% | 24,400 | |
Dong Suh Companies 026960 | +5.1% | 24,700 | |
Milae Bioresources 218150 | +5.1% | 4,025 | |
Maniker F&G 195500 | +4.0% | 3,240 | |
Dongwon F & B 049770 | +3.4% | 32,250 | |
Sempio Foods Company 248170 | +2.8% | 27,400 | |
Maeil Dairies 267980 | +2.1% | 34,500 |
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6. Shipbuilding Equipment (recurred after 7 days)
- Episode: started 2025-03-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Engine 077970 | +6.8% | 25,800 | |
Il Seung 333430 | +6.3% | 4,555 | |
BMTCo 086670 | +5.5% | 9,390 | |
T. K 023160 | +5.2% | 25,050 | ★ |
HD Hyundai Marine Solution 443060 | +5.1% | 133,200 | |
Hanwha Engine 082740 | +4.4% | 23,650 | |
Sung Kwang Bend 014620 | +4.3% | 29,000 | |
Dongbang Ship Machinery 099410 | +4.3% | 3,265 | |
Oriental Precision & Engineering 014940 | +4.2% | 5,260 | |
Samyoung M-tek C0 054540 | +3.8% | 4,920 |
Related news
- 신한투자증권 “태광, 4분기 실적 선방…LNG 기대감으로 목표주가↑” — 이투데이 (Korean)
- [특징주]태광, 알래스카 LNG 개발 기대감에 신고가 — 아시아경제 (Korean)
- 태광, 美 LNG 수출 확대·알래스카 개발 기대 반영…목표가↑-신한 — 이데일리 (Korean)
7. Steel Majors (recurred after 11 days)
- Episode: started 2025-03-04, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
SeAH Steel 306200 | +9.9% | 176,600 | ★ |
Dongkuk Steel Mill 460860 | +2.0% | 9,490 | |
Kisco 104700 | +1.6% | 8,090 | |
Dongkuk Coated Metal 460850 | +0.3% | 6,820 |
8. Rare Earths & Rare Metals (2 days running)
- Episode: started 2025-02-28, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Cenotec 222420 | +14.5% | 1,041 | ★ |
Novatech 285490 | +4.2% | 17,600 | |
EG 037370 | +3.3% | 6,010 | |
LS Eco Energy 229640 | +1.8% | 37,300 | |
Union Materials 047400 | +1.1% | 2,280 | |
Union 000910 | +1.0% | 5,980 | |
Hyundai BNG Steel 004560 | +0.7% | 12,740 | |
Samwha Electronics 011230 | +0.1% | 3,410 |
Closing Thoughts
Rare Earths & Rare Metals is the only theme on a streak, now at 2 days, with an average change of 3.34%. The other seven themes returned after gaps of 7 to 14 days.
The Defense & War episode runs from 2025-03-04 to 2025-03-13, spanning 10 days. Four other themes have 2-day episodes, and Food has a 1-day episode.