Oct 26: 2 Strong Themes — Shipping, Car Majors
2 strong themes — 2 recurred. Top: Shipping +5.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipping | HMM | +9.29% | |
| Car Majors | Hyundai Mobis | +3.84% |
On Oct 26, Shipping led the session’s strong themes with an average change of 4.96%, and all 3 of its stocks closed higher. HMM topped the group with a 9.29% gain.
Car Majors came back after a gap of 27 days, with all 4 stocks up for an average change of 2.84%. Hyundai Mobis led at 3.84%, ahead of Kia at 3.68%.
Shipping came back after a gap of 21 days, with Korea Line up 3.33% and Pan Ocean up 2.27%. HMM traded 23200669 shares, the heaviest volume in the day’s data.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipping | recurred after 21 days | +5.0% | 3/3 | HMM |
| 2 | Car Majors | recurred after 27 days | +2.8% | 4/4 | Hyundai Mobis |
Theme by Theme
1. Shipping (recurred after 21 days)
- Episode: started 2020-10-26, day 1
Related news
- HMM 8%대 상승, 5일연속 강세.. 실적개선 기대감 — 머니투데이 (Korean)
- [장중수급포착] HMM, 기관 6일 연속 순매수행진… 주가 +5.33% — 뉴스핌 (Korean)
2. Car Majors (recurred after 27 days)
- Episode: started 2020-10-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Mobis 012330 | +3.8% | 243,500 | ★ |
Kia 000270 | +3.7% | 47,950 | |
Hyundai Motor 005380 | +2.7% | 171,500 | |
HL Mando 204320 | +1.2% | 34,800 |
Related news
- [장중수급포착] 현대모비스, 기관 5일 연속 순매수행진… 주가 +1.92% — 뉴스핌 (Korean)
Closing Thoughts
Both themes are on a streak of 1, so the next sessions will show whether the move carries on. Headlines said HMM had gained for 5 days in a row on hopes of better earnings.
Institutional buying is another thread to follow. News reports cited 6 days in a row of institutional net buying in HMM and 5 in Hyundai Mobis.