Jan 3: 6 Strong Themes — LPG (Liquefied Petroleum Gas), Vaccines, Diagnostics & Epidemic Control
6 strong themes — 5 recurred · 1 new. Top: LPG (Liquefied Petroleum Gas) +18.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| LPG (Liquefied Petroleum Gas) | HeunguOil | +29.93% | |
| Vaccines, Diagnostics & Epidemic Control | Paru | +11.09% | |
| Cannabis | Aibit | +10.24% | - |
| Japan Export Curbs (Localization) | Ram Technology | +5.45% | |
| Semiconductors | Ram Technology | +5.45% | |
| Defense & War | Victek | +5.22% |
LPG (Liquefied Petroleum Gas) led on 2020-01-03 with an average change of 18.16%, and all 3 of its stocks rose. HeunguOil gained 29.93% and Joong Ang Enervis 20.48%.
Vaccines, Diagnostics & Epidemic Control followed with an average change of 7.88%, with all 4 stocks up and Paru leading at 11.09%. Cannabis averaged 5.32%, led by Aibit at 10.24%.
The new Japan Export Curbs (Localization) theme averaged 4.84%, with 4 of 5 stocks up. Semiconductors averaged 4.38%, and Ram Technology led both themes at 5.45%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | LPG (Liquefied Petroleum Gas) | recurred after 84 days | +18.2% | 3/3 | HeunguOil |
| 2 | Vaccines, Diagnostics & Epidemic Control | recurred after 226 days | +7.9% | 4/4 | Paru |
| 3 | Cannabis | recurred after 43 days | +5.3% | 2/2 | Aibit |
| 4 | Japan Export Curbs (Localization) | new | +4.8% | 4/5 | Ram Technology |
| 5 | Semiconductors | recurred after 8 days | +4.4% | 4/4 | Ram Technology |
| 6 | Defense & War | recurred after 25 days | +3.4% | 3/4 | Victek |
Theme by Theme
1. LPG (Liquefied Petroleum Gas) (recurred after 84 days)
- Episode: started 2020-01-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +29.9% | 7,250 | ★ |
Joong Ang Enervis 000440 | +20.5% | 12,650 | |
Kukdong Oil & Chemicals 014530 | +4.1% | 3,580 |
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- 흥구석유, +29.93% 상한가 — 조선일보 (Korean)
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2. Vaccines, Diagnostics & Epidemic Control (recurred after 226 days)
- Episode: started 2020-01-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Paru 043200 | +11.1% | 2,555 | ★ |
Cheil Bio 052670 | +8.4% | 3,856 | |
Daehan Nupharm 054670 | +6.6% | 11,300 | |
Genematrix 109820 | +5.4% | 2,245 |
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3. Cannabis (recurred after 43 days)
- Episode: started 2020-01-03, day 1
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- 에이아이비트, +11.32% VI 발동 — 조선일보 (Korean)
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4. Japan Export Curbs (Localization) (new)
- Episode: started 2020-01-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S&S Tech 101490 | +9.8% | 14,000 | |
Ram Technology 171010 | +5.5% | 8,130 | ★ |
Chemtros 220260 | +3.1% | 3,280 | |
Foosung 093370 | +1.0% | 8,018 | |
Soulbrain Holdings 036830 | - | - |
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5. Semiconductors (recurred after 8 days)
- Episode: started 2020-01-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nepes 033640 | +7.4% | 26,700 | |
Ram Technology 171010 | +5.5% | 8,130 | ★ |
Anapass 123860 | +4.1% | 31,700 | |
Samsung Electronics 005930 | +0.5% | 55,500 |
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6. Defense & War (recurred after 25 days)
- Episode: started 2020-01-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Victek 065450 | +5.2% | 3,525 | ★ |
LIG Defense&Aerospace 079550 | +3.5% | 32,850 | |
HanilForgingIndustrial 024740 | +1.5% | 1,705 | |
B.U Technology 230980 | - | - |
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- 빅텍, +4.03% 상승폭 확대 — 조선일보 (Korean)
Closing Thoughts
Defense & War averaged 3.39%, led by Victek at 5.22%. Its episode runs from 2020-01-03 to 2020-01-06, and it is the only one in the data that lasts 4 days.
Every other theme was a one-day episode. LPG (Liquefied Petroleum Gas) came back after a gap of 84 days, so the next thing to watch is whether it continues past Jan 3.