Mar 31: 3 Strong Themes — Shale Gas, Defense & War
3 strong themes — 3 recurred. Top: Shale Gas +3.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shale Gas | SNTEnergy | +5.05% | |
| Defense & War | MNC Solution | +2.34% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +1.52% |
On Mar 31, three themes saw every member stock rise. Shale Gas led with an average change of 3.18%, ahead of Defense & War at 1.46% and LPG (Liquefied Petroleum Gas) at 1.37%.
SNTEnergy led Shale Gas, up 5.05% to close at 31200, as the theme returned after a 26-day gap. Same-day headlines reported additional supply deals for LNG liquefaction equipment.
In Defense & War, all 9 stocks rose. Hyundai-Rotem posted the top gain at 3.24%, while leader MNC Solution added 2.34%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shale Gas | recurred after 26 days | +3.2% | 3/3 | SNTEnergy |
| 2 | Defense & War | recurred after 7 days | +1.5% | 9/9 | MNC Solution |
| 3 | LPG (Liquefied Petroleum Gas) | recurred after 56 days | +1.4% | 4/4 | HeunguOil |
Theme by Theme
1. Shale Gas (recurred after 26 days)
- Episode: started 2025-03-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SNTEnergy 100840 | +5.0% | 31,200 | ★ |
SK Gas 018670 | +3.4% | 247,000 | |
KoreaGas 036460 | +1.1% | 35,650 |
Related news
- ‘美 입지 강화’ SNT에너지… LNG 액화 핵심기기 추가 공급 — 파이낸셜뉴스 (Korean)
- SNT에너지, 미 벡텔에 에어쿨러 추가 공급 계약 체결 — 경남도민일보 (Korean)
- SNT에너지, 美 벡텔과 에어 쿨러 추가 계약 체결 — 한국일보 (Korean)
2. Defense & War (recurred after 7 days)
- Episode: started 2025-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai-Rotem 064350 | +3.2% | 105,000 | |
MNC Solution 484870 | +2.3% | 78,800 | ★ |
Samhyun 437730 | +1.9% | 10,160 | |
SNT Dynamics 003570 | +1.8% | 30,500 | |
STX Engine 077970 | +1.7% | 20,800 | |
Poongsan 103140 | +0.7% | 62,000 | |
COTS Technology 448710 | +0.6% | 16,390 | |
Hanwha Systems 272210 | +0.5% | 32,100 | |
Korea Aerospace Industries 047810 | +0.4% | 75,000 |
Related news
- [특징주] ‘공매도 재개’ 코스피 2500 붕괴에도 엠앤씨솔루션 4%대↑ — EBN (Korean)
3. LPG (Liquefied Petroleum Gas) (recurred after 56 days)
- Episode: started 2025-03-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Gas 018670 | +3.4% | 247,000 | |
HeunguOil 024060 | +1.5% | 11,370 | ★ |
Joong Ang Enervis 000440 | +0.5% | 13,370 | |
Kukdong Oil & Chemicals 014530 | +0.1% | 3,320 |
Closing Thoughts
Shale Gas and LPG (Liquefied Petroleum Gas) both have episodes running from Mar 31 to Apr 1, while the defense episode lasted one day. SK Gas sits in both gas themes, up 3.35%.
Within LPG, leader HeunguOil rose 1.52% on volume of 5133061 shares, the largest in the theme. No news items were recorded for this theme in the session.