Jan 17: 3 Strong Themes — Defense & War, Shipping
3 strong themes — 1 running · 2 recurred. Top: Defense & War +10.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Defense & War | Speco | +29.90% | |
| Shipping | Korea Line | +17.82% | |
| Integrated Logistics | Taewoong Logistics | +1.37% |
Defense & War led the Jan 17 session with an average change of 10.27%, and all 9 of its 9 stocks closed higher. It was the theme’s second straight day on the list.
Speco led with a 29.9% gain, and Victek rose 21.91% on 104417371 shares traded. Huneed Technologies added 13.57%.
Shipping came back with an average change of 7.88%, and all 4 of its stocks rose. Korea Line led with a 17.82% gain, and the day’s headlines linked the move to Red Sea risk.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Defense & War | 2 days running | +10.3% | 9/9 | Speco |
| 2 | Shipping | recurred after 2 days | +7.9% | 4/4 | Korea Line |
| 3 | Integrated Logistics | recurred after 2 days | +1.8% | 8/8 | Taewoong Logistics |
Theme by Theme
1. Defense & War (2 days running)
- Episode: started 2024-01-16, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Speco 013810 | +29.9% | 4,735 | ★ |
Victek 065450 | +21.9% | 6,900 | |
Huneed Technologies 005870 | +13.6% | 8,200 | |
Firstec 010820 | +8.8% | 3,765 | |
HanilForgingIndustrial 024740 | +6.0% | 2,755 | |
Hancom Lifecare 372910 | +4.9% | 5,040 | |
Daesung Hi-Tech 129920 | +4.5% | 6,990 | |
Formetal 119500 | +2.0% | 3,740 | |
Welcron 065950 | +0.9% | 2,870 |
2. Shipping (recurred after 2 days)
- Episode: started 2024-01-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Line 005880 | +17.8% | 2,810 | ★ |
Heung-a Shipping 003280 | +5.3% | 4,455 | |
STX Green Logis 465770 | +5.3% | 12,780 | |
Pan Ocean 028670 | +3.1% | 3,620 |
Related news
- [특징주] 홍해 리스크에 따른 수혜 전망에 주가 오른 대한해운 — 아시아투데이 (Korean)
- [한경유레카 특징주] 코스피 하락에도 상승한 해운주…대한해운 52주 신고가 경신 — 한국경제 (Korean)
- [특징주]‘홍해 리스크’ 장기화…흥아해운, 올 들어 100%↑ — 아시아경제 (Korean)
3. Integrated Logistics (recurred after 2 days)
- Episode: started 2024-01-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Green Logis 465770 | +5.3% | 12,780 | |
Intergis 129260 | +2.4% | 2,530 | |
Yoosung T&S 024800 | +1.9% | 2,185 | |
Dongbang Transport & Logistics 004140 | +1.8% | 2,900 | |
Taewoong Logistics 124560 | +1.4% | 4,450 | ★ |
KCTC 009070 | +1.0% | 4,580 | |
Hansol Logistics 009180 | +0.4% | 2,815 | |
HANJIN Logistics 002320 | +0.2% | 22,050 |
Closing Thoughts
The Defense & War episode in the data runs 3 days, from Jan 16 to Jan 18. The open question is whether the next session keeps 9 of 9 stocks rising.
Integrated Logistics also rose across the board, with 8 of 8 stocks up, but its average change was only 1.78%. The open question is whether Shipping’s one-day return spreads into logistics.