Feb 20: 8 Strong Themes — Life Insurance, Property & Casualty Insurance
8 strong themes — 3 running · 5 recurred. Top: Life Insurance +16.6%.
Strong themes8
Top change+16.6%
LeaderMIRAE ASSET Life Insurance
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 |
|---|---|---|---|
| Life Insurance | MIRAE ASSET Life Insurance | +29.98% | |
| Property & Casualty Insurance | Lotte Non-Life Insurance | +29.95% | |
| Defense & War | Firstec | +26.08% | |
| Nuclear | Bosung Power Technology | +29.92% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +24.36% | |
| Holding Companies | Humax Holdings | +6.93% | |
| Shipbuilding Equipment | Hyundai HYMS | +13.15% | |
| Oil Refining | SK Innovation | +7.59% |
Insurance stocks led the Feb 20 session. Life Insurance had an average change of 16.56%, with all 5 of its stocks closing higher.
Property & Casualty Insurance followed at an average change of 14.54%, with all 8 names up. Lotte Non-Life Insurance gained 29.95%, and MIRAE ASSET Life Insurance rose 29.98%.
Defense & War returned after an 11-day gap, averaging 14.13%. Firstec rose 26.08%. Nuclear extended its streak to 3 days, and Bosung Power Technology jumped 29.92%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Life Insurance | recurred after 8 days | +16.6% | 5/5 | MIRAE ASSET Life Insurance |
| 2 | Property & Casualty Insurance | recurred after 8 days | +14.5% | 8/8 | Lotte Non-Life Insurance |
| 3 | Defense & War | recurred after 11 days | +14.1% | 10/10 | Firstec |
| 4 | Nuclear | 3 days running | +12.6% | 10/10 | Bosung Power Technology |
| 5 | LPG (Liquefied Petroleum Gas) | recurred after 22 days | +8.6% | 9/9 | HeunguOil |
| 6 | Holding Companies | recurred after 7 days | +8.5% | 10/10 | Humax Holdings |
| 7 | Shipbuilding Equipment | 2 days running | +8.5% | 10/10 | Hyundai HYMS |
| 8 | Oil Refining | 2 days running | +6.4% | 3/3 | SK Innovation |
Theme by Theme
1. Life Insurance (recurred after 8 days)
- Episode: started 2026-02-20, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
MIRAE ASSET Life Insurance 085620 | +30.0% | 12,400 | ★ |
Hanwha Life Insurance 088350 | +29.9% | 6,600 | |
Tongyang Life Insurance 082640 | +15.8% | 8,480 | |
Samsung Life Insurance 032830 | +4.8% | 219,000 | |
Korean Reinsurance Company 003690 | +2.2% | 14,060 |
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2. Property & Casualty Insurance (recurred after 8 days)
- Episode: started 2026-02-20, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Non-Life Insurance 000400 | +29.9% | 2,525 | ★ |
Heungkuk Fire & Marine Insurance 000540 | +29.9% | 5,760 | |
Hanwha General Insurance 000370 | +25.2% | 9,300 | |
Hyundaimarine&fireinsurance 001450 | +10.5% | 38,800 | |
Samsung Fire & Marine Insurance 000810 | +8.4% | 618,000 | |
Seoul Guarantee Insurance Company 031210 | +5.3% | 62,000 | |
DB Insurance 005830 | +4.8% | 192,300 | |
Korean Reinsurance Company 003690 | +2.2% | 14,060 |
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3. Defense & War (recurred after 11 days)
- Episode: started 2026-02-20, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Firstec 010820 | +26.1% | 6,720 | ★ |
RF Materials 327260 | +16.9% | 45,000 | |
TAIHAN Fiberoptics 010170 | +15.0% | 4,110 | |
Woori Technology, Incorporation 032820 | +14.7% | 14,850 | |
Daesung Hi-Tech 129920 | +13.8% | 7,240 | |
SolDefense 215090 | +11.8% | 3,265 | |
Duksanhimetal 077360 | +11.7% | 12,900 | |
Victek 065450 | +11.2% | 4,465 | |
STX Engine 077970 | +10.6% | 36,900 | |
Hanwha Systems 272210 | +9.5% | 116,500 |
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4. Nuclear (3 days running)
- Episode: started 2026-02-13, day 11
| Stock | Change | Close | Leader |
|---|---|---|---|
Bosung Power Technology 006910 | +29.9% | 12,680 | ★ |
Woori Technology, Incorporation 032820 | +14.7% | 14,850 | |
SG&G 040610 | +12.7% | 2,245 | |
Korea Electronic Power Industrial Development 130660 | +12.6% | 25,550 | |
Orbitech 046120 | +11.3% | 6,980 | |
G2Power 388050 | +10.1% | 10,880 | |
Taewoong 044490 | +10.0% | 36,400 | |
Hanshin Machinery 011700 | +9.8% | 5,470 | |
KEPCO Engineering & Construction Company 052690 | +7.7% | 163,300 | |
Hyosung Heavy Industries 298040 | +7.3% | 2,633,000 |
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5. LPG (Liquefied Petroleum Gas) (recurred after 22 days)
- Episode: started 2026-02-20, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +24.4% | 19,040 | ★ |
Joong Ang Enervis 000440 | +17.3% | 20,400 | |
S-Oil 010950 | +8.2% | 120,000 | |
SK Innovation 096770 | +7.6% | 127,600 | |
E1 017940 | +4.8% | 112,500 | |
Daesung Industrial 128820 | +4.1% | 8,850 | |
SK Gas 018670 | +3.8% | 245,500 | |
Kukdong Oil & Chemicals 014530 | +3.5% | 3,750 | |
GS Holdings 078930 | +3.4% | 75,700 |
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6. Holding Companies (recurred after 7 days)
- Episode: started 2026-02-20, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Kyungdong Invest 012320 | +19.4% | 89,200 | |
Hankook & Company 000240 | +10.0% | 34,650 | |
HD Hyundai 267250 | +8.0% | 292,000 | |
Meritz Financial Group 138040 | +7.3% | 146,200 | |
SK 034730 | +7.3% | 381,500 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +7.0% | 452,000 | |
Humax Holdings 028080 | +6.9% | 1,727 | ★ |
DB 012030 | +6.4% | 1,940 | |
Iljin Holdings 015860 | +6.4% | 9,000 | |
Vitzro Tech 042370 | +6.4% | 11,880 |
7. Shipbuilding Equipment (2 days running)
- Episode: started 2026-02-19, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai HYMS 460930 | +13.2% | 19,960 | ★ |
STX Engine 077970 | +10.6% | 36,900 | |
Taewoong 044490 | +10.0% | 36,400 | |
Cape Industries 064820 | +9.5% | 12,970 | |
KSP 073010 | +7.9% | 4,250 | |
Dongbang Ship Machinery 099410 | +7.3% | 6,190 | |
Hy-lok 013030 | +7.2% | 37,700 | |
Daechang Solution 096350 | +6.9% | 2,395 | |
Daeyang Electric 108380 | +6.8% | 32,900 | |
S&SYS 0008Z0 | +5.5% | 34,300 |
8. Oil Refining (2 days running)
- Episode: started 2026-02-19, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +8.2% | 120,000 | |
SK Innovation 096770 | +7.6% | 127,600 | ★ |
GS Holdings 078930 | +3.4% | 75,700 |
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Closing Thoughts
The next question is whether the returning themes can hold. Life Insurance, Property & Casualty Insurance and Defense & War each came back with a streak of 1.
Oil Refining reached a 2-day streak, and a headline tied the gains to reports of an imminent US-Iran attack. Shipbuilding Equipment also rose for a second day, averaging 8.5%.