Feb 23: 8 Strong Themes — Shipbuilding Equipment, Korea-Russia Gas Pipeline
8 strong themes — 7 recurred · 1 new. Top: Shipbuilding Equipment +19.3%.
Strong themes8
Top change+19.3%
LeaderSTX Engine
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipbuilding Equipment | STX Engine | +29.77% | |
| Korea-Russia Gas Pipeline | Histeel | +20.91% | |
| Shipbuilding | Hanwha Ocean | +21.90% | |
| AI & Robotics | RoboRobo | +13.63% | |
| Animal Feed / LPG (Liquefied Petroleum Gas) / Natural Gas Utilities / LNG (Liquefied Natural Gas) | Daesung Energy | +9.56% | |
| Construction Majors / Construction (Small & Mid Cap) | HS Hwasung | +17.21% | |
| Wind | Dongkuk Structures & Construction | +6.94% | |
| COVID (Diagnostics, Treatments, Vaccines) | GC Medical Science | +6.09% |
Shipbuilding stocks set the pace on Feb 23. Shipbuilding Equipment posted the highest average change of 19.32%, with all 3 stocks up, led by STX Engine at 29.77%.
Korea-Russia Gas Pipeline came back after a gap of 741 days, with an average change of 13.61% as Histeel rose 20.91%. Shipbuilding followed at 11.64%, led by Hanwha Ocean at 21.9%.
The only new theme, Animal Feed / LPG (Liquefied Petroleum Gas) / Natural Gas Utilities / LNG (Liquefied Natural Gas), had an average change of 7.2%, and all 10 of its stocks rose. AI & Robotics averaged 8.25%, with 4 of 5 stocks up.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding Equipment | recurred after 56 days | +19.3% | 3/3 | STX Engine |
| 2 | Korea-Russia Gas Pipeline | recurred after 741 days | +13.6% | 3/3 | Histeel |
| 3 | Shipbuilding | recurred after 56 days | +11.6% | 4/4 | Hanwha Ocean |
| 4 | AI & Robotics | recurred after 15 days | +8.2% | 4/5 | RoboRobo |
| 5 | Animal Feed / LPG (Liquefied Petroleum Gas) / Natural Gas Utilities / LNG (Liquefied Natural Gas) | new | +7.2% | 10/10 | Daesung Energy |
| 6 | Construction Majors / Construction (Small & Mid Cap) | recurred after 26 days | +6.3% | 5/5 | HS Hwasung |
| 7 | Wind | recurred after 47 days | +6.1% | 6/6 | Dongkuk Structures & Construction |
| 8 | COVID (Diagnostics, Treatments, Vaccines) | recurred after 7 days | +6.1% | 6/6 | GC Medical Science |
Theme by Theme
1. Shipbuilding Equipment (recurred after 56 days)
- Episode: started 2022-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Engine 077970 | +29.8% | 12,250 | ★ |
Hankuk Carbon 017960 | +15.6% | 11,850 | |
Cape Industries 064820 | +12.6% | 5,010 |
Related news
- [ET라씨로] STX엔진 ‘상한가’…“현대중공업과 596억 규모 공급계약” — 전자신문 (Korean)
- STX엔진 주가 25%↑…“현대重과 596억 규모 공급 계약” — 아주경제 (Korean)
- [특징주] STX엔진, 장 중반 상한가…현대중공업과 596억 규모 공급계약 — 아시아투데이 (Korean)
2. Korea-Russia Gas Pipeline (recurred after 741 days)
- Episode: started 2022-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Histeel 071090 | +20.9% | 3,470 | ★ |
Dae Dong Steel 048470 | +10.4% | 6,450 | |
Husteel 005010 | +9.5% | 3,168 |
Related news
- [이시각 상한가] 하이스틸(▲860) - 23일 오후 13시38분 — 이투데이 (Korean)
- 하이스틸 주가 29%↑…강세 이유는? — 아주경제 (Korean)
3. Shipbuilding (recurred after 56 days)
- Episode: started 2022-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +21.9% | 23,987 | ★ |
HD Hyundai Mipo 010620 | +11.0% | 81,500 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +7.0% | 89,000 | |
Samsung Heavy Industries 010140 | +6.7% | 5,930 |
Related news
- 울산 조선업계, 우크라이나발 리스크· 유가급등· 선가상승 ‘겹호재’ — 경상일보 (Korean)
- 코스피, 외국인 매도에 상승폭 축소…조선株는 동반 강세 — 한국경제 (Korean)
- 전운에 흔들려도 방산·조선 강세 [3분 국내주식] — 국민일보 (Korean)
4. AI & Robotics (recurred after 15 days)
- Episode: started 2022-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RoboRobo 215100 | +13.6% | 8,920 | ★ |
Everybot 270660 | +7.5% | 20,200 | |
TPC Robotics 048770 | +7.1% | 4,500 | |
Selvas AI 108860 | +4.8% | 7,643 | |
ESTaid 239340 | - | - |
Related news
- [특징주]로보로보, 리오프닝 수혜 기대…로봇에 진심인 삼성에 관심 ↑ — 아시아경제 (Korean)
- 로보로보 주가 11%↑…“지난해 매출 76억, 전년비 57% 증가” — 아주경제 (Korean)
- [특징주] 로보로보, 8개국 독점사 보유 1위…삼성전자 로봇팀 10배 확장에 상승세 — 이투데이 (Korean)
5. Animal Feed / LPG (Liquefied Petroleum Gas) / Natural Gas Utilities / LNG (Liquefied Natural Gas) (new)
- Episode: started 2022-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hankuk Carbon 017960 | +15.6% | 11,850 | |
Bhi 083650 | +11.8% | 4,865 | |
Daesung Energy 117580 | +9.6% | 13,750 | ★ |
KC Feed 025880 | +8.9% | 3,370 | |
Hanil Feed 005860 | +8.5% | 2,290 | |
Joong Ang Enervis 000440 | +5.9% | 27,750 | |
Gse 053050 | +4.1% | 6,570 | |
Sunjin 136490 | +3.9% | 10,700 | |
Daesung Industrial 128820 | +1.9% | 4,784 | |
SK Gas 018670 | +1.7% | 117,500 |
6. Construction Majors / Construction (Small & Mid Cap) (recurred after 26 days)
- Episode: started 2022-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HS Hwasung 002460 | +17.2% | 23,500 | ★ |
Daewoo Engineering & Construction 047040 | +7.0% | 6,090 | |
GS Engineering & Construction 006360 | +3.1% | 41,900 | |
HL D&I Halla 014790 | +2.5% | 5,390 | |
Ilsung Construction 013360 | +1.6% | 3,460 |
Related news
- [특징주] 경영권 분쟁에 화성산업 10%대 급등 — 서울경제 (Korean)
- ‘형제 간 경영권 분쟁’ 화성산업 19%대 급등 — 한국경제 (Korean)
- [장중수급포착] 화성산업, 외국인 82,919주 대량 순매수… 주가 +16.46% — 뉴스핌 (Korean)
7. Wind (recurred after 47 days)
- Episode: started 2022-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sejin Heavy Industries 075580 | +7.6% | 6,900 | |
SK oceanplant 100090 | +7.4% | 17,350 | |
Dongkuk Structures & Construction 100130 | +6.9% | 5,700 | ★ |
CS Wind 112610 | +6.5% | 54,300 | |
Unison 018000 | +4.3% | 2,056 | |
CS Bearing 297090 | +4.1% | 5,848 |
8. COVID (Diagnostics, Treatments, Vaccines) (recurred after 7 days)
- Episode: started 2022-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PCL 241820 | +14.3% | 293,020 | |
BNC Korea 256840 | +7.0% | 16,000 | |
GC Medical Science 142280 | +6.1% | 9,400 | ★ |
GeneOne Life Science 011000 | +5.2% | 71,500 | |
JW Pharmaceutical 001060 | +2.6% | 22,147 | |
Access Bio 950130 | +1.4% | 14,971 |
Related news
- 녹십자엠에스 주가 12%↑…“하루 17만명 확진, 키트 수요 급등” — 아주경제 (Korean)
Closing Thoughts
Every theme here is on a streak of 1 day, so it is still unclear whether these moves will carry into the next session. Shipbuilding headlines pointed to Ukraine risk, oil prices and ship prices.
Company news was behind some of the moves. STX Engine rose on a reported KRW 596 hundred million supply contract, and HS Hwasung gained amid a reported management dispute.