Nov 26: 5 Strong Themes — Camera Modules & Parts, Semiconductors
5 strong themes — 2 running · 3 recurred. Top: Camera Modules & Parts +3.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Camera Modules & Parts | LG Innotek | +3.64% | |
| Semiconductors | SFA Semicon | +4.76% | |
| Shipbuilding | HD Hyundai Mipo | +3.70% | - |
| Beauty & Cosmetics | Sewha P&C | +4.55% | |
| Steel Majors | POSCO Holdings | +2.41% |
On 2019-11-26, Camera Modules & Parts led five themes with an average change of 3.64%. Its only stock, LG Innotek, rose 3.64% to close at 128000. The theme returned after a gap of 391 days.
Semiconductors followed with an average change of 3.48%, and all 3 of its stocks rose. Tes gained 4.96% and leader SFA Semicon 4.76%, while SK hynix added 0.73%.
Shipbuilding returned after 49 days with an average change of 3.33%, led by HD Hyundai Mipo at 3.7%. HD Korea Shipbuilding & Offshore Engineering rose 3.85%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Camera Modules & Parts | recurred after 391 days | +3.6% | 1/1 | LG Innotek |
| 2 | Semiconductors | recurred after 14 days | +3.5% | 3/3 | SFA Semicon |
| 3 | Shipbuilding | recurred after 49 days | +3.3% | 3/3 | HD Hyundai Mipo |
| 4 | Beauty & Cosmetics | 2 days running | +2.6% | 3/3 | Sewha P&C |
| 5 | Steel Majors | 2 days running | +2.2% | 2/3 | POSCO Holdings |
Theme by Theme
1. Camera Modules & Parts (recurred after 391 days)
- Episode: started 2019-11-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Innotek 011070 | +3.6% | 128,000 | ★ |
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2. Semiconductors (recurred after 14 days)
- Episode: started 2019-11-26, day 1
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3. Shipbuilding (recurred after 49 days)
- Episode: started 2019-11-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +3.9% | 121,500 | |
HD Hyundai Mipo 010620 | +3.7% | 43,450 | ★ |
Hanwha Ocean 042660 | +2.5% | 24,120 |
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- [강세 토픽] 조선 대표주 테마, 한국조선해양 +2.99%, 현대미포조선 +2.63% — 조선일보 (Korean)
- [강세 토픽] 조선 대표주 테마, 삼성중공업 +3.63%, 현대미포조선 +2.61% — 조선일보 (Korean)
4. Beauty & Cosmetics (2 days running)
- Episode: started 2019-11-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sewha P&C 252500 | +4.5% | 1,424 | ★ |
Hankook Cosmetics Manufacturing 003350 | +2.1% | 5,760 | |
Shinsegae International 031430 | +1.2% | 40,600 |
5. Steel Majors (2 days running)
- Episode: started 2019-11-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
POSCO Holdings 005490 | +2.4% | 233,500 | ★ |
Daehan Steel 084010 | +2.1% | 3,967 | |
Dongkuk Holdings 001230 | - | - |
Related news
Closing Thoughts
Beauty & Cosmetics and Steel Majors were the only themes on a streak of 2, both running since 2019-11-25. Beauty & Cosmetics posted an average change of 2.64%, with Sewha P&C up 4.55%.
Steel Majors had an average change of 2.24%, with POSCO Holdings up 2.41% and no data for Dongkuk Holdings. The next session will show whether these 2-day runs continue.