Mar 16: 8 Strong Themes — Shipping, Semiconductor Equipment
8 strong themes — 1 running · 7 recurred. Top: Shipping +13.1%.
Strong themes8
Top change+13.1%
LeaderHeung-a Shipping
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 |
|---|---|---|---|
| Shipping | Heung-a Shipping | +29.98% | |
| Semiconductor Equipment | GnBS eco | +24.93% | |
| Holding Companies | DN Automotive | +29.89% | |
| Metals (Non-Ferrous) | Daeho Al | +29.91% | |
| African Swine Fever (ASF) | Sanigen | +2.90% | |
| Nuclear | Orbitech | +17.92% | |
| Semiconductor Majors (Fabrication) | SK hynix | +7.03% | |
| Foot-and-Mouth & BSE Beneficiaries | Daesung Microbiological Labs | +16.51% |
Shipping led the Mar 16 session with an average change of 13.09%, and all 5 of its stocks rose. Heung-a Shipping gained 29.98%, as headlines pointed to rising Hormuz freight rates.
Semiconductor Equipment followed at 9.94%, with all 9 stocks up and GnBS eco ahead at 24.93%. Holding Companies averaged 8.23%, led by DN Automotive at 29.89%.
Breadth stood out: in every theme on the list, all stocks closed higher. Nuclear was the only theme on a run, extending its streak to 5.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipping | recurred after 11 days | +13.1% | 5/5 | Heung-a Shipping |
| 2 | Semiconductor Equipment | recurred after 5 days | +9.9% | 9/9 | GnBS eco |
| 3 | Holding Companies | recurred after 5 days | +8.2% | 10/10 | DN Automotive |
| 4 | Metals (Non-Ferrous) | recurred after 11 days | +7.0% | 9/9 | Daeho Al |
| 5 | African Swine Fever (ASF) | recurred after 21 days | +6.8% | 10/10 | Sanigen |
| 6 | Nuclear | 5 days running | +5.3% | 10/10 | Orbitech |
| 7 | Semiconductor Majors (Fabrication) | recurred after 5 days | +3.8% | 3/3 | SK hynix |
| 8 | Foot-and-Mouth & BSE Beneficiaries | recurred after 24 days | +3.5% | 8/8 | Daesung Microbiological Labs |
Theme by Theme
1. Shipping (recurred after 11 days)
- Episode: started 2026-03-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Heung-a Shipping 003280 | +30.0% | 3,035 | ★ |
STX Green Logis 465770 | +19.3% | 7,780 | |
Korea Line 005880 | +14.3% | 2,515 | |
Pan Ocean 028670 | +1.0% | 5,100 | |
KSS Line 044450 | +0.8% | 10,650 |
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2. Semiconductor Equipment (recurred after 5 days)
- Episode: started 2026-03-16, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
GnBS eco 382800 | +24.9% | 4,485 | ★ |
PSK 319660 | +15.4% | 74,000 | |
Di 003160 | +12.3% | 35,950 | |
Tse 131290 | +7.7% | 114,500 | |
PSK Holdings 031980 | +7.0% | 110,000 | |
Tfe 425420 | +6.0% | 58,800 | |
Green Resource 402490 | +5.8% | 13,950 | |
Dawon Nexview 323350 | +5.4% | 15,850 | |
LOTVacuum 083310 | +4.9% | 13,370 |
3. Holding Companies (recurred after 5 days)
- Episode: started 2026-03-16, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
DN Automotive 007340 | +29.9% | 35,850 | ★ |
Ubiquoss Holdings 078070 | +7.2% | 14,850 | |
Hyundai G.F. Holdings 005440 | +6.8% | 15,600 | |
LS 006260 | +6.4% | 266,000 | |
Woongjin 016880 | +6.3% | 2,280 | |
CJ 001040 | +6.0% | 186,900 | |
SeAH Steel Holdings 003030 | +5.7% | 159,600 | |
SK Square 402340 | +5.2% | 562,000 | |
Kyungdong Invest 012320 | +4.7% | 89,300 | |
JW Holdings 096760 | +4.1% | 4,315 |
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4. Metals (Non-Ferrous) (recurred after 11 days)
- Episode: started 2026-03-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daeho Al 069460 | +29.9% | 721 | ★ |
Namsun Aluminium 008350 | +13.9% | 1,715 | |
Sama Aluminium 006110 | +7.7% | 36,450 | |
Choil Aluminum 018470 | +6.3% | 1,344 | |
Tplex 081150 | +4.0% | 3,345 | |
Daiyang Metal 009190 | +0.6% | 1,255 | |
Posco M-tech 009520 | +0.4% | 17,970 | |
Aluko 001780 | +0.2% | 2,145 | |
Kukil Metal 060480 | +0.2% | 1,511 |
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5. African Swine Fever (ASF) (recurred after 21 days)
- Episode: started 2026-03-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeonjinbio 110020 | +29.7% | 2,325 | |
Daesung Microbiological Labs 036480 | +16.5% | 9,880 | |
Hanil Feed 005860 | +6.7% | 4,570 | |
Easy Holdings 035810 | +3.0% | 6,090 | |
Sanigen 188260 | +2.9% | 1,738 | ★ |
Celemics 331920 | +2.7% | 6,470 | |
Wing Yip Food Holdings Group 900340 | +2.4% | 680 | |
GeneBioTech 086060 | +1.6% | 5,230 | |
Choong Ang Vaccine Laboratory 072020 | +1.5% | 9,300 | |
Optipharm 153710 | +1.2% | 5,130 |
6. Nuclear (5 days running)
- Episode: started 2026-03-10, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Orbitech 046120 | +17.9% | 10,000 | ★ |
Daechang Solution 096350 | +11.4% | 2,695 | |
Seojeon Electric Machinery 189860 | +5.4% | 4,700 | |
Bosung Power Technology 006910 | +4.0% | 12,090 | |
Tplex 081150 | +4.0% | 3,345 | |
SG&G 040610 | +3.8% | 2,055 | |
Aprogen 007460 | +2.6% | 314 | |
Hanshin Machinery 011700 | +1.3% | 5,010 | |
Kwang Myung Electric 017040 | +1.3% | 1,443 | |
Dt&C 187220 | +1.1% | 2,835 |
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7. Semiconductor Majors (Fabrication) (recurred after 5 days)
- Episode: started 2026-03-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +7.0% | 974,000 | ★ |
Samsung Electronics 005930 | +2.8% | 188,700 | |
DB HiTek 000990 | +1.6% | 87,900 |
8. Foot-and-Mouth & BSE Beneficiaries (recurred after 24 days)
- Episode: started 2026-03-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesung Microbiological Labs 036480 | +16.5% | 9,880 | ★ |
Hanil Feed 005860 | +6.7% | 4,570 | |
Easy Holdings 035810 | +3.0% | 6,090 | |
FarmStory 027710 | +0.9% | 1,324 | |
Silla 004970 | +0.4% | 9,510 | |
Woosung 006980 | +0.2% | 21,400 | |
Taekyung BK 014580 | +0.2% | 4,470 | |
Hansung Enterprise 003680 | +0.2% | 5,090 |
Closing Thoughts
Shipping and Metals (Non-Ferrous) both returned after a gap of 11 days, and each episode is recorded as lasting 1 day. The open question is whether the Hormuz headlines keep driving Shipping.
The Semiconductor Equipment episode is recorded through Mar 17, and Holding Companies through Mar 18. Nuclear has run since Mar 10, with Orbitech up 17.92% in the latest session.