Sep 28: 8 Strong Themes — Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas), Nuclear
8 strong themes — 2 running · 5 recurred · 1 new. Top: Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas) +17.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas) | Gse | +29.95% | |
| Nuclear | Bhi | +6.74% | |
| Oil Refining | S-Oil | +5.02% | |
| Petrochemicals | Hanwha Solutions | +4.42% | |
| Life Insurance | Hanwha Life Insurance | +4.35% | |
| Property & Casualty Insurance | Meritz Fire & Marine Insurance | +2.56% | - |
| LPG (Liquefied Petroleum Gas) | SK Gas | +2.15% | |
| Banks | Hana Financial Group | +2.35% |
All themes in the 2021-09-28 session closed with every one of their member stocks higher. The biggest move came from Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas), which was new to the list with an average change of 17.61%.
Gse led the gas group with a gain of 29.95%, and Daesung Energy rose 29.4%. News that day reported a sharp jump in Asian LNG spot prices.
Nuclear came back after a 12-day gap with an average change of 6.77%, and Bhi led the group. Oil Refining rose for a second straight day, led by S-Oil at 5.02%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas) | new | +17.6% | 5/5 | Gse |
| 2 | Nuclear | recurred after 12 days | +6.8% | 5/5 | Bhi |
| 3 | Oil Refining | 2 days running | +3.6% | 2/2 | S-Oil |
| 4 | Petrochemicals | recurred after 12 days | +3.4% | 2/2 | Hanwha Solutions |
| 5 | Life Insurance | recurred after 4 days | +3.3% | 2/2 | Hanwha Life Insurance |
| 6 | Property & Casualty Insurance | recurred after 4 days | +3.1% | 2/2 | Meritz Fire & Marine Insurance |
| 7 | LPG (Liquefied Petroleum Gas) | 2 days running | +2.4% | 2/2 | SK Gas |
| 8 | Banks | recurred after 4 days | +2.3% | 3/3 | Hana Financial Group |
Theme by Theme
1. Natural Gas Utilities / Shale Gas / LNG (Liquefied Natural Gas) (new)
- Episode: started 2021-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gse 053050 | +29.9% | 2,690 | ★ |
Daesung Energy 117580 | +29.4% | 10,650 | |
KoreaGas 036460 | +14.1% | 47,750 | |
SH Energy & Chemical 002360 | +10.2% | 11,350 | |
Samchully 004690 | +4.4% | 101,500 |
Related news
- [특징주]대성에너지, 아시아 LNG 현물가격 5배 급등…도시가스 공급·천연가스 충전소 운영 — 아시아경제 (Korean)
- 전기·도시가스 이어 기름값도 급등 조짐…에너지發 물가 비상 — 문화일보 (Korean)
2. Nuclear (recurred after 12 days)
- Episode: started 2021-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Electronic Power Industrial Development 130660 | +9.8% | 15,050 | |
Bhi 083650 | +6.7% | 4,910 | ★ |
HRS 036640 | +6.6% | 7,780 | |
Seojeon Electric Machinery 189860 | +6.2% | 15,500 | |
Woojin 105840 | +4.5% | 9,900 |
Related news
- 비에이치아이 주가 9%↑…555억 규모 화력발전소 환경설비 공급계약 — 아주경제 (Korean)
- [특징주] 비에이치아이, 555억원 규모 공급계약에 ‘급등’ — 이데일리 (Korean)
- 비에이치아이, 555억 규모 화력발전소 환경설비 공급계약 체결[주목 e공시] — 한국경제 (Korean)
3. Oil Refining (2 days running)
- Episode: started 2021-09-27, day 2
Related news
- [특징주] 국제 유가 3년래 최고치…에쓰오일 4% 등 정유株 ‘들썩’ — 서울경제 (Korean)
- [특징주]국제유가 3년래 최고치…정유株 상승 — 이데일리 (Korean)
4. Petrochemicals (recurred after 12 days)
- Episode: started 2021-09-28, day 1
Related news
- [특징주]DL, 美 석유화학기업 인수에 주가 껑충 — 이데일리 (Korean)
- DL케미칼, 1조9000억 베팅… 미국 석유화학사 크레이튼 인수 — 조선일보 (Korean)
5. Life Insurance (recurred after 4 days)
- Episode: started 2021-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Life Insurance 088350 | +4.3% | 3,595 | ★ |
Samsung Life Insurance 032830 | +2.2% | 74,000 |
Related news
- 중국 ‘헝다’, 생명보험사 매각 나서나…인민은행, 18조 유동성 또 투입 — 이투데이 (Korean)
6. Property & Casualty Insurance (recurred after 4 days)
- Episode: started 2021-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DB Insurance 005830 | +3.7% | 64,900 | |
Meritz Fire & Marine Insurance 000060 | +2.6% | 30,000 | ★ |
Related news
- [장중수급포착] 메리츠화재, 외국인/기관 동시 순매수… 주가 +5.30% — 뉴스핌 (Korean)
7. LPG (Liquefied Petroleum Gas) (2 days running)
- Episode: started 2021-09-27, day 2
Related news
- SK가스 주가 5%↑…“롯데케미칼과 수소 관련 JV 설립 추진” 소식에 상승세 — 아주경제 (Korean)
8. Banks (recurred after 4 days)
- Episode: started 2021-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KB Financial Group 105560 | +3.0% | 54,500 | |
Hana Financial Group 086790 | +2.4% | 45,700 | ★ |
Shinhan Financial Group 055550 | +1.5% | 40,150 |
Related news
- [장중수급포착] 하나금융지주, 외국인/기관 동시 순매수… 주가 +2.80% — 뉴스핌 (Korean)
- [리포트 브리핑]하나금융지주, ‘모든 자회사의 빠른 이익증가’ 목표가 60,000원 - IBK투자증권 — 뉴스핌 (Korean)
Closing Thoughts
The next few sessions will show whether the energy move continues. Oil Refining and LPG (Liquefied Petroleum Gas) have both risen for 2 days in a row, while the gas group is only on its first day.
Financial stocks were the other trend: Banks, Life Insurance and Property & Casualty Insurance all came back after a 4-day gap. Banks posted an average change of 2.3%.