Sep 19: 2 Strong Themes — Shipbuilding, Steel Majors
2 strong themes — 2 recurred. Top: Shipbuilding +5.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipbuilding | HD Hyundai Mipo | +7.37% | - |
| Steel Majors | KG Dongbusteel | +4.10% |
On 2017-09-19, two heavy-industry themes stood out. Shipbuilding led with an average change of 5.33%, while Steel Majors followed at 3.97%.
Shipbuilding recurred after a 98-day gap, led by HD Hyundai Mipo at 7.37%. Samsung Heavy Industries rose 3.29%, and a same-day Korean news report cited an improving industry outlook.
Steel Majors recurred after 33 days, with KG Dongbusteel up 4.1% and POSCO Holdings up 3.85%. In each theme, 2 of 3 stocks rose.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding | recurred after 98 days | +5.3% | 2/3 | HD Hyundai Mipo |
| 2 | Steel Majors | recurred after 33 days | +4.0% | 2/3 | KG Dongbusteel |
Theme by Theme
1. Shipbuilding (recurred after 98 days)
- Episode: started 2017-09-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Mipo 010620 | +7.4% | 51,136 | ★ |
Samsung Heavy Industries 010140 | +3.3% | 9,163 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | - | - |
Related news
- 현대중공업 등 조선업황 개선 전망에 주가 동반 강세 — 울산매일 (Korean)
- [특징주] 현대중공업 등 조선주, 업황 개선 전망에 강세 — EBN (Korean)
2. Steel Majors (recurred after 33 days)
- Episode: started 2017-09-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KG Dongbusteel 016380 | +4.1% | 27,067 | ★ |
POSCO Holdings 005490 | +3.9% | 324,000 | |
Dongkuk Holdings 001230 | - | - |
Closing Thoughts
Both themes have a streak of 1, and each episode started and ended on 2017-09-19. The next test is whether Shipbuilding lasts beyond a single day on the industry-outlook story.
For Steel Majors, the next sessions will show whether the 3.97% average was a one-off. The data lists no news for this theme.