Jan 29: 8 Strong Themes — Holding Companies, Pharma
8 strong themes — 1 running · 7 recurred. Top: Holding Companies +6.2%.
Strong themes8
Top change+6.2%
LeaderSK
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 |
|---|---|---|---|
| Holding Companies | SK | +9.93% | |
| Pharma | HLB Pharmaceutical | +9.66% | |
| Natural Gas Utilities | KoreaGas | +11.44% | |
| Life Insurance | MIRAE ASSET Life Insurance | +11.75% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +16.22% | |
| Biosimilars | Binex | +16.49% | |
| Property & Casualty Insurance | Heungkuk Fire & Marine Insurance | +4.72% | |
| Graphene | SANGBOCo | +12.49% |
Holding Companies led the Jan 29 session with an average change of 6.24%, and all 10 of its stocks closed higher. The theme returned after a gap of 1110 days.
SK topped that group at 9.93%, followed by Hanwha at 7.58%. Pharma came next with an average change of 5.11%, led by HLB Pharmaceutical at 9.66%.
The largest single gains came from other themes. Binex rose 16.49% in Biosimilars, and HeunguOil gained 16.22% in LPG (Liquefied Petroleum Gas), the only theme on a 2-day streak.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Holding Companies | recurred after 1110 days | +6.2% | 10/10 | SK |
| 2 | Pharma | recurred after 20 days | +5.1% | 9/9 | HLB Pharmaceutical |
| 3 | Natural Gas Utilities | recurred after 7 days | +4.9% | 7/7 | KoreaGas |
| 4 | Life Insurance | recurred after 4 days | +4.8% | 5/5 | MIRAE ASSET Life Insurance |
| 5 | LPG (Liquefied Petroleum Gas) | 2 days running | +4.1% | 9/9 | HeunguOil |
| 6 | Biosimilars | recurred after 7 days | +3.8% | 7/7 | Binex |
| 7 | Property & Casualty Insurance | recurred after 4 days | +3.5% | 6/6 | Heungkuk Fire & Marine Insurance |
| 8 | Graphene | recurred after 25 days | +3.4% | 8/8 | SANGBOCo |
Theme by Theme
1. Holding Companies (recurred after 1110 days)
- Episode: started 2024-01-29, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SK 034730 | +9.9% | 176,100 | ★ |
Hanwha 000880 | +7.6% | 25,550 | |
Samsung C&T 028260 | +6.3% | 127,900 | |
Doosan 000150 | +6.3% | 86,500 | |
Hyundai G.F. Holdings 005440 | +6.0% | 3,740 | |
Singsongholdings 006880 | +5.8% | 7,610 | |
LVMC Holdings 900140 | +5.6% | 3,100 | |
Lotte 004990 | +5.5% | 26,800 | |
HDC Holdings 012630 | +5.0% | 7,170 | |
DL Holdings 000210 | +4.4% | 54,700 |
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2. Pharma (recurred after 20 days)
- Episode: started 2024-01-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB Pharmaceutical 047920 | +9.7% | 16,570 | ★ |
SK biopharmaceuticals 326030 | +6.7% | 93,900 | |
Kyongbo Pharmaceutical 214390 | +6.2% | 7,910 | |
Union Korea Pharm 080720 | +5.7% | 4,835 | |
Handok 002390 | +5.1% | 14,080 | |
Dong-A Pharmaceutical 000640 | +3.9% | 107,600 | |
Samsung Biologics 207940 | +3.5% | 800,000 | |
Myungmoon Pharm 017180 | +2.9% | 2,300 | |
Prestige Biologics 334970 | +2.5% | 4,145 |
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3. Natural Gas Utilities (recurred after 7 days)
- Episode: started 2024-01-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KoreaGas 036460 | +11.4% | 26,300 | ★ |
Samchully 004690 | +5.0% | 93,000 | |
Daesung Energy 117580 | +4.9% | 9,690 | |
Gse 053050 | +4.8% | 3,855 | |
Seoul City Gas 017390 | +3.7% | 59,100 | |
Daesung Holdings 016710 | +2.8% | 9,220 | |
Kyungdong City Gas 267290 | +1.8% | 19,340 |
4. Life Insurance (recurred after 4 days)
- Episode: started 2024-01-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
MIRAE ASSET Life Insurance 085620 | +11.8% | 5,040 | ★ |
Hanwha Life Insurance 088350 | +4.5% | 2,775 | |
Samsung Life Insurance 032830 | +3.0% | 65,700 | |
Tongyang Life Insurance 082640 | +2.8% | 4,630 | |
Korean Reinsurance Company 003690 | +2.1% | 7,400 |
5. LPG (Liquefied Petroleum Gas) (2 days running)
- Episode: started 2024-01-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +16.2% | 12,110 | ★ |
Joong Ang Enervis 000440 | +5.0% | 19,140 | |
SK Innovation 096770 | +3.9% | 120,300 | |
Daesung Industrial 128820 | +3.1% | 3,780 | |
SK Gas 018670 | +2.8% | 153,000 | |
GS Holdings 078930 | +2.0% | 42,650 | |
S-Oil 010950 | +1.5% | 69,000 | |
Kukdong Oil & Chemicals 014530 | +1.4% | 3,995 | |
E1 017940 | +0.7% | 59,300 |
6. Biosimilars (recurred after 7 days)
- Episode: started 2024-01-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Binex 053030 | +16.5% | 9,680 | ★ |
Samsung Biologics 207940 | +3.5% | 800,000 | |
Prestige Biologics 334970 | +2.5% | 4,145 | |
LG Chem 051910 | +2.0% | 425,000 | |
Dong-a ST 170900 | +1.3% | 70,900 | |
Celltrion Pharm 068760 | +0.8% | 105,800 | |
Boryung 003850 | +0.1% | 12,580 |
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7. Property & Casualty Insurance (recurred after 4 days)
- Episode: started 2024-01-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
DB Insurance 005830 | +5.1% | 84,700 | |
Heungkuk Fire & Marine Insurance 000540 | +4.7% | 3,105 | ★ |
Hyundaimarine&fireinsurance 001450 | +4.3% | 31,700 | |
Samsung Fire & Marine Insurance 000810 | +2.7% | 247,500 | |
Hanwha General Insurance 000370 | +2.3% | 4,050 | |
Korean Reinsurance Company 003690 | +2.1% | 7,400 |
8. Graphene (recurred after 25 days)
- Episode: started 2024-01-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SANGBOCo 027580 | +12.5% | 2,090 | ★ |
China Crystal New Material Holdings 900250 | +6.0% | 1,423 | |
Itek 119830 | +2.9% | 7,510 | |
DY Deokyang 024900 | +2.8% | 4,835 | |
Dasan Solueta 154040 | +1.3% | 1,797 | |
Kyung-in Synthetic 012610 | +0.9% | 3,490 | |
Huvis 079980 | +0.5% | 4,020 | |
Exa E&c 054940 | +0.4% | 848 |
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Closing Thoughts
Life Insurance rose 4.82% and Property & Casualty Insurance rose 3.52%, and both have episodes that run to Feb 2. MIRAE ASSET Life Insurance led the insurers with 11.75%.
Natural Gas Utilities rose 4.9% as KoreaGas gained 11.44%, and Graphene rose 3.39% as SANGBOCo gained 12.49%. Both episodes lasted only one day, so the next sessions will show whether those moves continue.