Nov 30: 8 Strong Themes — Natural Gas Utilities, EV Charging
8 strong themes — 3 running · 5 recurred. Top: Natural Gas Utilities +5.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Natural Gas Utilities | Kyungdong City Gas | +16.87% | |
| EV Charging | Shinsegae Information & Communication | +5.88% | |
| Beauty & Cosmetics | Byon | +8.13% | - |
| Banks | Jeju Bank | +11.50% | |
| Wireless Charging | Amosense | +1.70% | |
| Cement & Ready-Mix Concrete | Sungshin Cement | +6.10% | |
| iPhone Supply Chain | Samsung Electro-mechanics | +4.83% | |
| Cannabis | Medicox | +4.87% |
Natural Gas Utilities led the Nov 30 session with an average change of 5.01%, and all 8 of its stocks closed higher. Kyungdong City Gas jumped 16.87%, the biggest single move in the theme.
Breadth stood out, with every stock in all eight themes closing higher. EV Charging averaged 4.06%, and Beauty & Cosmetics added 3.63% in its second straight session.
Banks made it two days in a row with an average of 3.02%, led by Jeju Bank’s 11.5% gain. Cement & Ready-Mix Concrete also extended to a second day, averaging 2.47%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Natural Gas Utilities | recurred after 5 days | +5.0% | 8/8 | Kyungdong City Gas |
| 2 | EV Charging | recurred after 21 days | +4.1% | 6/6 | Shinsegae Information & Communication |
| 3 | Beauty & Cosmetics | 2 days running | +3.6% | 9/9 | Byon |
| 4 | Banks | 2 days running | +3.0% | 8/8 | Jeju Bank |
| 5 | Wireless Charging | recurred after 12 days | +2.9% | 9/9 | Amosense |
| 6 | Cement & Ready-Mix Concrete | 2 days running | +2.5% | 8/8 | Sungshin Cement |
| 7 | iPhone Supply Chain | recurred after 30 days | +2.5% | 10/10 | Samsung Electro-mechanics |
| 8 | Cannabis | recurred after 29 days | +2.2% | 4/4 | Medicox |
Theme by Theme
1. Natural Gas Utilities (recurred after 5 days)
- Episode: started 2022-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kyungdong City Gas 267290 | +16.9% | 28,050 | ★ |
Inchon City Gas 034590 | +6.9% | 29,500 | |
Gse 053050 | +5.2% | 4,890 | |
Daesung Energy 117580 | +4.6% | 11,450 | |
KoreaGas 036460 | +2.6% | 34,900 | |
Samchully 004690 | +2.1% | 380,500 | |
Seoul City Gas 017390 | +1.4% | 408,500 | |
Daesung Holdings 016710 | +0.4% | 113,000 |
Related news
- 불어오는 찬 바람에 뜨거워지는 가스株… 경동도시가스 17% 껑충 — 아주경제 (Korean)
- 코스피, 中 증시 반등에 2470선 회복…도시가스株 ‘강세’ — 한국경제 (Korean)
2. EV Charging (recurred after 21 days)
- Episode: started 2022-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsegae Information & Communication 035510 | +5.9% | 14,400 | ★ |
STraffic 234300 | +5.8% | 5,030 | |
LG Electronics 066570 | +4.0% | 97,600 | |
Y2 Solution 011690 | +3.3% | 3,400 | |
Humax 115160 | +3.1% | 39,550 | |
LG HelloVision 037560 | +2.2% | 5,110 |
3. Beauty & Cosmetics (2 days running)
- Episode: started 2022-11-29, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Byon 032980 | +8.1% | 2,660 | ★ |
Sewon E&c 091090 | +3.9% | 4,090 | |
Coway 021240 | +3.8% | 57,600 | |
Seung Il 049830 | +3.1% | 13,150 | |
Tonymoly 214420 | +3.1% | 3,860 | |
Kukje Pharma 002720 | +2.9% | 4,202 | |
Hyundai Bioland 052260 | +2.8% | 6,450 | |
Sewha P&C 252500 | +2.7% | 1,140 | |
Cosmecca Korea 241710 | +2.2% | 8,230 |
Related news
- 중국 빗장 풀릴까…화장품·콘텐츠 주가 들썩 — 파이낸셜뉴스 (Korean)
4. Banks (2 days running)
- Episode: started 2022-11-29, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Bank 006220 | +11.5% | 11,050 | ★ |
Woori Financial Group 316140 | +2.8% | 13,000 | |
Shinhan Financial Group 055550 | +2.0% | 38,100 | |
Hana Financial Group 086790 | +1.8% | 44,550 | |
KB Financial Group 105560 | +1.7% | 52,500 | |
JB Financial Group 175330 | +1.7% | 8,420 | |
Industrial Bank Of Korea 024110 | +1.4% | 11,200 | |
BNK Financial Group 138930 | +1.2% | 7,390 |
Related news
- [장중수급포착] 제주은행, 기관 6일 연속 순매수행진… 주가 +8.98% — 뉴스핌 (Korean)
- [장중수급포착] 제주은행, 기관 5일 연속 순매수행진… 주가 +11.45% — 뉴스핌 (Korean)
5. Wireless Charging (recurred after 12 days)
- Episode: started 2022-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Electro-mechanics 009150 | +4.8% | 141,000 | |
CHEMTRONICSCo 089010 | +4.4% | 17,750 | |
LG Electronics 066570 | +4.0% | 97,600 | |
LG Innotek 011070 | +3.9% | 310,500 | |
Samsung Electronics 005930 | +2.6% | 62,200 | |
Elentec 054210 | +2.0% | 12,800 | |
Amosense 357580 | +1.7% | 14,950 | ★ |
Rftech 061040 | +1.5% | 25,213 | |
LS 006260 | +1.4% | 75,200 |
6. Cement & Ready-Mix Concrete (2 days running)
- Episode: started 2022-11-29, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sungshin Cement 004980 | +6.1% | 11,300 | ★ |
Asia Cement 183190 | +4.8% | 10,100 | |
SeoSan 079650 | +1.9% | 1,910 | |
Hanil Hyundai Cement 006390 | +1.7% | 20,550 | |
Mohenz 006920 | +1.6% | 4,125 | |
Kangdong C&L 198440 | +1.4% | 2,905 | |
Hanilcement 300720 | +1.2% | 12,300 | |
SAMPYO Cement 038500 | +1.0% | 3,940 |
Related news
- [장중수급포착] 성신양회, 기관 9일 연속 순매수행진… 주가 +7.51% — 뉴스핌 (Korean)
7. iPhone Supply Chain (recurred after 30 days)
- Episode: started 2022-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Electro-mechanics 009150 | +4.8% | 141,000 | ★ |
LG Innotek 011070 | +3.9% | 310,500 | |
LG Chem 051910 | +3.5% | 740,000 | |
Derkwoo Electronics 263600 | +2.8% | 8,080 | |
Samsung Electronics 005930 | +2.6% | 62,200 | |
Youngpoong 000670 | +1.6% | 72,086 | |
SK hynix 000660 | +1.6% | 85,000 | |
Samsung SDI 006400 | +1.5% | 713,715 | |
YMT 251370 | +1.4% | 17,500 | |
ITM Semiconductor 084850 | +1.0% | 30,800 |
Related news
- 엇갈린 스마트폰 부품株 전망…“LG이노텍보단 삼성전기” — 한국경제 (Korean)
- [리포트 브리핑]삼성전기, ‘스마트폰 개선과 함께 바닥 탈출’ 목표가 200,000원 - 한국투자증권 — 뉴스핌 (Korean)
- [리포트 브리핑]삼성전기, ‘개선되는 제품 Mix’ 목표가 160,000원 - 유진투자증권 — 뉴스핌 (Korean)
8. Cannabis (recurred after 29 days)
- Episode: started 2022-11-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Medicox 054180 | +4.9% | 61,350 | ★ |
Osung Advanced Materials 052420 | +1.9% | 18,800 | |
Wooree Bio 082850 | +1.4% | 3,280 | |
BL Pharmtech 065170 | +0.6% | 2,552 |
Related news
- [특징주] 메디콕스, 계약사 오라메드 경구용 인슐린 기술설명회 개최 소식에 강세 — 이투데이 (Korean)
Closing Thoughts
Several themes came back after a break: Natural Gas Utilities after 5 days, Wireless Charging after 12 and iPhone Supply Chain after 30. The open question is whether these one-day episodes carry into the next session.
Beauty & Cosmetics, Banks and Cement & Ready-Mix Concrete each go into the next session with a 2-day streak. For Beauty & Cosmetics, the news centred on whether China reopens.