May 26: 7 Strong Themes — Steel Majors / Steel (Small & Mid Cap), North Korea
7 strong themes — 2 running · 4 recurred · 1 new. Top: Steel Majors / Steel (Small & Mid Cap) +22.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Steel Majors / Steel (Small & Mid Cap) | Moonbae Steel | +29.93% | |
| North Korea | In the F | +21.61% | |
| Battery / EV | Sangsinenergydisplayprecision | +8.81% | |
| Shipbuilding Equipment | Hanwha Engine | +6.30% | |
| Travel | Modetournetwork | +4.02% | |
| Car Majors / Auto Parts | Hyundai Mobis | +4.56% | |
| Shipbuilding | Hanwha Ocean | +4.08% |
On 2020-05-26, Steel Majors / Steel (Small & Mid Cap) led the session with an average change of 22.64%. It returned after a 505-day gap, with Moonbae Steel up 29.93% and NI Steel up 29.78%.
North Korea followed with an average change of 10.95%, and all 5 of its stocks rose. In the F led the group at 21.61%, and J.estina gained 13.2%.
Battery / EV posted an average change of 10.92% and extended its streak to 2 days. SK Innovation rose 14.15% and Samsung SDI rose 11.49%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Steel Majors / Steel (Small & Mid Cap) | recurred after 505 days | +22.6% | 3/4 | Moonbae Steel |
| 2 | North Korea | recurred after 29 days | +10.9% | 5/5 | In the F |
| 3 | Battery / EV | 2 days running | +10.9% | 5/5 | Sangsinenergydisplayprecision |
| 4 | Shipbuilding Equipment | recurred after 33 days | +5.1% | 4/4 | Hanwha Engine |
| 5 | Travel | recurred after 28 days | +3.8% | 3/3 | Modetournetwork |
| 6 | Car Majors / Auto Parts | new | +3.7% | 4/4 | Hyundai Mobis |
| 7 | Shipbuilding | 2 days running | +3.2% | 2/2 | Hanwha Ocean |
Theme by Theme
1. Steel Majors / Steel (Small & Mid Cap) (recurred after 505 days)
- Episode: started 2020-05-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Moonbae Steel 008420 | +29.9% | 2,800 | ★ |
NI Steel 008260 | +29.8% | 2,310 | |
SeAH Steel 306200 | +8.2% | 50,800 | |
Dongkuk Holdings 001230 | - | - |
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2. North Korea (recurred after 29 days)
- Episode: started 2020-05-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
In the F 014990 | +21.6% | 12,100 | ★ |
J.estina 026040 | +13.2% | 2,830 | |
Shinwon 009270 | +10.3% | 1,820 | |
Ananti 025980 | +5.0% | 10,600 | |
Good People 033340 | +4.7% | 4,011 |
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3. Battery / EV (2 days running)
- Episode: started 2020-05-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +14.2% | 119,058 | |
Daebo Magnetic 290670 | +12.7% | 30,650 | |
Samsung SDI 006400 | +11.5% | 379,864 | |
Sangsinenergydisplayprecision 091580 | +8.8% | 10,000 | ★ |
Chunbo 278280 | +7.5% | 90,500 |
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4. Shipbuilding Equipment (recurred after 33 days)
- Episode: started 2020-05-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Engine 082740 | +6.3% | 2,902 | ★ |
Dongsung Finetec 033500 | +5.1% | 9,340 | |
Taewoong 044490 | +4.6% | 6,028 | |
Sung Kwang Bend 014620 | +4.3% | 7,290 |
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5. Travel (recurred after 28 days)
- Episode: started 2020-05-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanatour Service 039130 | +4.2% | 40,832 | |
Modetournetwork 080160 | +4.0% | 12,950 | ★ |
RedcapTour 038390 | +3.1% | 6,575 |
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6. Car Majors / Auto Parts (new)
- Episode: started 2020-05-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HL Mando 204320 | +4.8% | 27,300 | |
Hyundai Mobis 012330 | +4.6% | 195,000 | ★ |
Kia 000270 | +3.6% | 31,500 | |
Hyundai Motor 005380 | +1.9% | 97,800 |
7. Shipbuilding (2 days running)
- Episode: started 2020-05-25, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +4.1% | 17,013 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +2.4% | 85,800 |
Closing Thoughts
Shipbuilding Equipment, led by Hanwha Engine at 6.3%, has an episode recorded through 2020-05-27. Shipbuilding is on a 2-day streak with an average change of 3.24%.
Travel and the new theme Car Majors / Auto Parts rounded out the list with average changes of 3.8% and 3.71%. The open question is whether the steel theme’s one-day episode continues.