Feb 15: 8 Strong Themes — Integrated Logistics, Corrugated Board / Paper
8 strong themes — 1 running · 4 recurred · 3 new. Top: Integrated Logistics +29.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Integrated Logistics | Dongbang Transport & Logistics | +29.99% | |
| Corrugated Board / Paper | Blue Industrial Development | +29.94% | |
| Media & Content | kt alpha | +29.87% | |
| OLED Displays | Sunic System | +29.63% | |
| Semiconductors | SFA Semicon | +26.56% | |
| Coupang | Artist Company | +18.09% | |
| iPhone Supply Chain / Foldable Phones | Wonik Cube | +15.68% | |
| Oil Refining / Shipbuilding / Shipbuilding Equipment / LPG (Liquefied Petroleum Gas) | S-Oil | +7.26% |
On 2021-02-15, all eight strong themes closed with every member stock higher. Integrated Logistics led with an average change of 29.93%.
Corrugated Board / Paper extended its streak to 2 days with an average change of 23.8%. Blue Industrial Development rose 29.94% and Daeyoung Packaging 29.86%.
Breadth was widest in Semiconductors, where all 8 stocks rose for an average change of 10.81%. SFA Semicon led at 26.56%, while Samsung Electronics added 3.19%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Integrated Logistics | recurred after 19 days | +29.9% | 2/2 | Dongbang Transport & Logistics |
| 2 | Corrugated Board / Paper | 2 days running | +23.8% | 3/3 | Blue Industrial Development |
| 3 | Media & Content | recurred after 19 days | +19.6% | 2/2 | kt alpha |
| 4 | OLED Displays | recurred after 33 days | +11.3% | 5/5 | Sunic System |
| 5 | Semiconductors | recurred after 6 days | +10.8% | 8/8 | SFA Semicon |
| 6 | Coupang | new | +9.7% | 4/4 | Artist Company |
| 7 | iPhone Supply Chain / Foldable Phones | new | +8.8% | 4/4 | Wonik Cube |
| 8 | Oil Refining / Shipbuilding / Shipbuilding Equipment / LPG (Liquefied Petroleum Gas) | new | +5.8% | 4/4 | S-Oil |
Theme by Theme
1. Integrated Logistics (recurred after 19 days)
- Episode: started 2021-02-15, day 1
2. Corrugated Board / Paper (2 days running)
- Episode: started 2021-02-10, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Blue Industrial Development 006740 | +29.9% | 7,959 | ★ |
Daeyoung Packaging 014160 | +29.9% | 2,370 | |
Shinpoong 002870 | +11.6% | 3,080 |
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- [이시각 상한가] 영풍제지(▲1840) - 15일 오후 13시47분 — 이투데이 (Korean)
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- ‘박스대란’에 쿠팡 상장까지…영풍제지 29%대 급등 마감 — 한국경제 (Korean)
3. Media & Content (recurred after 19 days)
- Episode: started 2021-02-15, day 1
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4. OLED Displays (recurred after 33 days)
- Episode: started 2021-02-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sunic System 171090 | +29.6% | 14,000 | ★ |
Wonik IPS 240810 | +7.4% | 50,900 | |
DONGAELTEKCo 088130 | +6.9% | 4,800 | |
Jusung Engineering 036930 | +6.8% | 11,750 | |
SNUPrecision 080000 | +5.9% | 4,320 |
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5. Semiconductors (recurred after 6 days)
- Episode: started 2021-02-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SFA Semicon 036540 | +26.6% | 8,910 | ★ |
Intekplus 064290 | +17.3% | 25,400 | |
Tes 095610 | +11.4% | 32,750 | |
Haesung DS 195870 | +11.2% | 37,150 | |
Nepes 033640 | +6.8% | 46,300 | |
DB HiTek 000990 | +5.2% | 64,900 | |
SK hynix 000660 | +4.8% | 132,000 | |
Samsung Electronics 005930 | +3.2% | 84,200 |
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6. Coupang (new)
- Episode: started 2021-02-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Artist Company 321820 | +18.1% | 29,700 | ★ |
Autech 067170 | +9.1% | 12,687 | |
GalaxiaMoneytree 094480 | +7.6% | 4,690 | |
Dae-il 092200 | +4.1% | 3,960 |
Related news
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- 美 상장 앞둔 쿠팡에 관련주 급등…유통업계 대격전 예고 — YTN (Korean)
- 쿠팡 뉴욕증시 간다…국내 관련주 줄줄이 상한가 — OBS (Korean)
7. iPhone Supply Chain / Foldable Phones (new)
- Episode: started 2021-02-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Cube 014190 | +15.7% | 2,435 | ★ |
Derkwoo Electronics 263600 | +8.6% | 10,600 | |
Protec 053610 | +6.1% | 33,900 | |
S Connect 096630 | +4.9% | 11,800 |
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8. Oil Refining / Shipbuilding / Shipbuilding Equipment / LPG (Liquefied Petroleum Gas) (new)
- Episode: started 2021-02-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +7.3% | 88,700 | ★ |
KS Industry 101000 | +7.0% | 886 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +5.9% | 107,000 | |
GS Holdings 078930 | +3.0% | 39,950 |
Related news
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Closing Thoughts
Three themes appeared as new entries: Coupang, iPhone Supply Chain / Foldable Phones and Oil Refining / Shipbuilding / Shipbuilding Equipment / LPG (Liquefied Petroleum Gas). The next question is whether they appear again in the following sessions.
Integrated Logistics, Media & Content and OLED Displays returned after gaps of 19, 19 and 33 days. In this data, each of those episodes lasted 1 day.