Jul 26: 8 Strong Themes — Coupang, Shipbuilding Equipment
8 strong themes — 8 recurred. Top: Coupang +11.0%.
Strong themes8
Top change+11.0%
LeaderKCTC
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 |
|---|---|---|---|
| Coupang | KCTC | +30.00% | |
| Shipbuilding Equipment | T. K | +11.10% | |
| Shipbuilding | HD Hyundai Heavy Industries | +16.90% | |
| Holding Companies | Woori Financial Group | +11.36% | |
| Banks | Woori Financial Group | +11.36% | |
| Construction Majors | GS Engineering & Construction | +9.33% | |
| Crypto & Bitcoin | GalaxiaMoneytree | +16.18% | |
| Shipping | STX Green Logis | +12.60% |
Coupang led the 2024-07-26 session with an average change of 10.98%, and all 10 of its stocks closed higher. KCTC topped the group at 30.0%.
Shipbuilding Equipment averaged 8.92% and Shipbuilding averaged 8.65%, with every stock in both themes up. HD Hyundai Heavy Industries led Shipbuilding at 16.9%.
Financial names also rose. Holding Companies averaged 6.33% and Banks averaged 5.76%, and Woori Financial Group led both themes at 11.36%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Coupang | recurred after 149 days | +11.0% | 10/10 | KCTC |
| 2 | Shipbuilding Equipment | recurred after 4 days | +8.9% | 10/10 | T. K |
| 3 | Shipbuilding | recurred after 4 days | +8.7% | 6/6 | HD Hyundai Heavy Industries |
| 4 | Holding Companies | recurred after 23 days | +6.3% | 10/10 | Woori Financial Group |
| 5 | Banks | recurred after 15 days | +5.8% | 6/6 | Woori Financial Group |
| 6 | Construction Majors | recurred after 9 days | +5.0% | 5/5 | GS Engineering & Construction |
| 7 | Crypto & Bitcoin | recurred after 9 days | +4.6% | 10/10 | GalaxiaMoneytree |
| 8 | Shipping | recurred after 28 days | +4.4% | 6/6 | STX Green Logis |
Theme by Theme
1. Coupang (recurred after 149 days)
- Episode: started 2024-07-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
KCTC 009070 | +30.0% | 5,330 | ★ |
Dongbang Transport & Logistics 004140 | +19.5% | 3,675 | |
GalaxiaMoneytree 094480 | +16.2% | 9,980 | |
Hecto Financial 234340 | +12.8% | 21,100 | |
Danal 064260 | +7.5% | 4,020 | |
Hyungkuk F&B 189980 | +6.9% | 2,255 | |
kt alpha 036030 | +5.5% | 4,640 | |
Autech 067170 | +4.8% | 4,155 | |
Atlas Link 297570 | +4.7% | 1,140 | |
Panstar Enterprise 054300 | +2.0% | 560 |
Related news
- ‘티메프 사태’에 쿠팡 관련주 ‘들썩’…KCTC 상한가 — 한국경제 (Korean)
- 티몬·위메프 사태에 웃는 쿠팡 관련주…KCTC 상한가[특징주] — 매일경제 (Korean)
- [특징주]KCTC, 티몬·위메프 사실상 셧다운…쿠팡 독점 가능성 부각↑ — 아시아경제 (Korean)
2. Shipbuilding Equipment (recurred after 4 days)
- Episode: started 2024-07-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Cape Industries 064820 | +13.5% | 6,140 | |
HD-Hyundai Marine Engine 071970 | +12.0% | 22,800 | |
T. K 023160 | +11.1% | 16,920 | ★ |
KS Industry 101000 | +9.2% | 2,730 | |
Dongsung Finetec 033500 | +8.9% | 13,880 | |
Samyoung M-tek C0 054540 | +7.1% | 5,250 | |
Hanwha Engine 082740 | +7.1% | 14,560 | |
Il Seung 333430 | +6.9% | 3,855 | |
Oriental Precision & Engineering 014940 | +6.8% | 4,160 | |
KSP 073010 | +6.5% | 4,535 |
Related news
- [장중수급포착] 태광, 외국인/기관 동시 순매수… 주가 +8.01% — 뉴스핌 (Korean)
3. Shipbuilding (recurred after 4 days)
- Episode: started 2024-07-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Heavy Industries 329180 | +16.9% | 207,500 | ★ |
HD Hyundai Mipo 010620 | +10.3% | 113,200 | |
Samsung Heavy Industries 010140 | +8.4% | 11,870 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +8.2% | 198,800 | |
Hanwha Ocean 042660 | +6.7% | 30,950 | |
HJ Shipbuilding & Construction 097230 | +1.4% | 3,270 |
Related news
- [특징주] HD현대 계열 조선株, 호실적에 나란히 강세 — 이투데이 (Korean)
- [특징주] ‘초호황기’ 조선주 일제히 급등…“추가 상승 여력 충분” — 서울경제 (Korean)
4. Holding Companies (recurred after 23 days)
- Episode: started 2024-07-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Financial Group 316140 | +11.4% | 16,180 | ★ |
HDC Holdings 012630 | +8.8% | 9,650 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +8.2% | 198,800 | |
Eagon Holdings 039020 | +6.7% | 2,485 | |
Shinhan Financial Group 055550 | +6.4% | 58,000 | |
BNK Financial Group 138930 | +4.8% | 8,910 | |
KB Financial Group 105560 | +4.6% | 87,900 | |
Hyundai G.F. Holdings 005440 | +4.4% | 4,305 | |
Hana Financial Group 086790 | +4.3% | 63,500 | |
Neowiz Holdings 042420 | +3.8% | 17,670 |
Related news
- 우리금융지주, 호실적·밸류업 공시에 7%대 급등 — 메트로경제 (Korean)
- [특징주]우리금융지주, 호실적에 밸류업 공시…신고가 — 이데일리 (Korean)
- [장중수급포착] 우리금융지주, 외국인 221.92만 주 대량 순매수… 주가 +6.74% — 뉴스핌 (Korean)
5. Banks (recurred after 15 days)
- Episode: started 2024-07-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Financial Group 316140 | +11.4% | 16,180 | ★ |
Shinhan Financial Group 055550 | +6.4% | 58,000 | |
BNK Financial Group 138930 | +4.8% | 8,910 | |
KB Financial Group 105560 | +4.6% | 87,900 | |
Hana Financial Group 086790 | +4.3% | 63,500 | |
Industrial Bank Of Korea 024110 | +3.0% | 14,230 |
Related news
- 비은행 약진에 최대 실적 릴레이…KB금융은 ‘리딩뱅크’ 되찾아 — 서울경제 (Korean)
6. Construction Majors (recurred after 9 days)
- Episode: started 2024-07-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Engineering & Construction 006360 | +9.3% | 19,210 | ★ |
DL E&c 375500 | +6.2% | 34,350 | |
Daewoo Engineering & Construction 047040 | +6.2% | 4,220 | |
Hyundai Engineering & Construction 000720 | +2.5% | 32,950 | |
Samsung C&T 028260 | +0.9% | 147,800 |
Related news
- [리포트 브리핑]GS건설, ‘리스크보단 개선에 무게를’ 목표가 24,000원 - 한화투자증권 — 뉴스핌 (Korean)
- GS건설, 해외수주 성과…2분기 영업익 937억 ‘흑자 전환’ — 쿠키뉴스 (Korean)
- GS건설, 상반기 영업이익 1642억…신규 수주 8조3465억 — 브릿지경제 (Korean)
7. Crypto & Bitcoin (recurred after 9 days)
- Episode: started 2024-07-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
GalaxiaMoneytree 094480 | +16.2% | 9,980 | ★ |
Danal 064260 | +7.5% | 4,020 | |
Woori Technology Investment 041190 | +6.2% | 8,710 | |
Neowiz Holdings 042420 | +3.8% | 17,670 | |
Com2uS Holdings 063080 | +2.9% | 28,000 | |
Wizit 036090 | +2.3% | 709 | |
Mgame 058630 | +2.3% | 5,750 | |
FSN 214270 | +1.8% | 2,220 | |
Atinum Investment 021080 | +1.8% | 2,560 | |
Wemade 112040 | +1.5% | 37,550 |
Related news
- [장중수급포착] 갤럭시아머니트리, 기관 57,000주 대량 순매수… 주가 +10.83% — 뉴스핌 (Korean)
- [투자원정대 동행] HD현대미포 vs 갤럭시아머니트리 vs 대모, 공략법은? — 머니투데이 (Korean)
8. Shipping (recurred after 28 days)
- Episode: started 2024-07-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Green Logis 465770 | +12.6% | 11,710 | ★ |
Korea Line 005880 | +4.4% | 2,060 | |
Heung-a Shipping 003280 | +3.8% | 2,180 | |
Pan Ocean 028670 | +3.3% | 3,800 | |
KSS Line 044450 | +1.5% | 8,250 | |
HMM 011200 | +0.9% | 17,090 |
Closing Thoughts
Most themes have current episodes running from 2024-07-26 to 2024-07-29, a duration of 4 days. Construction Majors and Shipping are listed as one-day episodes that ended on 2024-07-26.
Coupang came back after a gap of 149 days, the longest of any theme in this session. The open question is whether all 10 of its stocks keep rising together after the first day.