Nov 1: 8 Strong Themes — Defense & War, Beauty & Cosmetics
8 strong themes — 1 running · 7 recurred. Top: Defense & War +5.5%.
Strong themes8
Top change+5.5%
LeaderSamhyun
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 |
|---|---|---|---|
| Defense & War | Samhyun | +29.94% | |
| Beauty & Cosmetics | Bbia | +5.05% | |
| Cannabis | NFC | +4.10% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +4.86% | |
| Solar | Dae Myoung Energy | +4.07% | |
| Nuclear | Dt&C | +5.29% | |
| Oil Refining | SK Innovation | +3.75% | |
| Wind | Dae Myoung Energy | +4.07% |
Defense & War led the Nov 1 session with an average change of 5.49%. All 10 of its stocks rose, and the theme extended its streak to 4 days.
Samhyun jumped 29.94% to close at 10200, the biggest gain in the theme. A Newspim headline cited foreign net buying of 28,324 shares during the session.
Beauty & Cosmetics averaged 5.36%, with Cell Bio Human Tech up 11.73%. Cannabis came back after a 37-day gap as Wooree Bio rose 14.76%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Defense & War | 4 days running | +5.5% | 10/10 | Samhyun |
| 2 | Beauty & Cosmetics | recurred after 2 days | +5.4% | 6/6 | Bbia |
| 3 | Cannabis | recurred after 37 days | +5.0% | 4/4 | NFC |
| 4 | LPG (Liquefied Petroleum Gas) | recurred after 24 days | +2.7% | 6/6 | HeunguOil |
| 5 | Solar | recurred after 4 days | +2.1% | 10/10 | Dae Myoung Energy |
| 6 | Nuclear | recurred after 3 days | +2.1% | 10/10 | Dt&C |
| 7 | Oil Refining | recurred after 66 days | +2.0% | 3/3 | SK Innovation |
| 8 | Wind | recurred after 38 days | +1.5% | 10/10 | Dae Myoung Energy |
Theme by Theme
1. Defense & War (4 days running)
- Episode: started 2024-10-29, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Samhyun 437730 | +29.9% | 10,200 | ★ |
HanilForgingIndustrial 024740 | +6.1% | 3,550 | |
RF Materials 327260 | +5.6% | 6,640 | |
Hanwha Aerospace 012450 | +2.9% | 378,500 | |
Kia 000270 | +2.6% | 94,300 | |
Pyung Hwa Industrial 090080 | +2.5% | 1,024 | |
Samyung ENC 065570 | +2.4% | 2,095 | |
Kocom 015710 | +1.8% | 4,780 | |
Daeyang Electric 108380 | +0.6% | 11,510 | |
Fiberpro 368770 | +0.5% | 4,285 |
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- [장중수급포착] 삼현, 외국인 28,324주 대량 순매수… 주가 +27.39% — 뉴스핌 (Korean)
2. Beauty & Cosmetics (recurred after 2 days)
- Episode: started 2024-11-01, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Cell Bio Human Tech 318160 | +11.7% | 4,145 | |
Olipass 244460 | +5.5% | 4,970 | |
Bbia 451250 | +5.0% | 10,200 | ★ |
NFC 265740 | +4.1% | 5,590 | |
Amorepacific 090430 | +3.2% | 120,300 | |
Kukje Pharma 002720 | +2.6% | 5,540 |
3. Cannabis (recurred after 37 days)
- Episode: started 2024-11-01, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Wooree Bio 082850 | +14.8% | 4,005 | |
NFC 265740 | +4.1% | 5,590 | ★ |
CTC Bio 060590 | +1.0% | 7,920 | |
Hwail Pharm 061250 | +0.1% | 1,380 |
4. LPG (Liquefied Petroleum Gas) (recurred after 24 days)
- Episode: started 2024-11-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Joong Ang Enervis 000440 | +5.1% | 20,500 | |
HeunguOil 024060 | +4.9% | 17,030 | ★ |
SK Innovation 096770 | +3.8% | 121,800 | |
S-Oil 010950 | +1.4% | 58,100 | |
GS Holdings 078930 | +0.8% | 41,550 | |
E1 017940 | +0.4% | 74,700 |
5. Solar (recurred after 4 days)
- Episode: started 2024-11-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jusung Engineering 036930 | +5.5% | 32,700 | |
Dae Myoung Energy 389260 | +4.1% | 12,280 | ★ |
Lake Materials 281740 | +2.7% | 15,250 | |
Samsung C&T 028260 | +2.0% | 119,400 | |
Carry 313760 | +2.0% | 6,720 | |
SK eternix 475150 | +1.8% | 15,550 | |
KC Green Holdings 009440 | +1.3% | 855 | |
S Polytech 050760 | +0.9% | 1,588 | |
Kwang Myung Electric 017040 | +0.4% | 1,374 | |
Hanwha Solutions 009830 | +0.2% | 21,500 |
6. Nuclear (recurred after 3 days)
- Episode: started 2024-11-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dt&C 187220 | +5.3% | 3,680 | ★ |
Bhi 083650 | +4.2% | 11,800 | |
Hyosung Heavy Industries 298040 | +4.1% | 417,500 | |
WOOJIN Ntec 457550 | +1.9% | 20,250 | |
Orbitech 046120 | +1.4% | 2,210 | |
DL E&c 375500 | +1.0% | 31,200 | |
Hanshin Machinery 011700 | +0.8% | 3,380 | |
Geumhwa PSC 036190 | +0.7% | 27,700 | |
Hyundai Engineering & Construction 000720 | +0.7% | 28,100 | |
Tplex 081150 | +0.7% | 3,120 |
7. Oil Refining (recurred after 66 days)
- Episode: started 2024-11-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +3.8% | 121,800 | ★ |
S-Oil 010950 | +1.4% | 58,100 | |
GS Holdings 078930 | +0.8% | 41,550 |
Related news
- [ET라씨로] SK이노베이션, E&S와 합병 법인 출범… 주가 5%↑ — 전자신문 (Korean)
8. Wind (recurred after 38 days)
- Episode: started 2024-11-01, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyosung Heavy Industries 298040 | +4.1% | 417,500 | |
Dae Myoung Energy 389260 | +4.1% | 12,280 | ★ |
SK eternix 475150 | +1.8% | 15,550 | |
SeAH Steel Holdings 003030 | +1.2% | 172,700 | |
Hyosung 004800 | +1.2% | 50,400 | |
CS Wind 112610 | +0.8% | 59,000 | |
Hyundai Engineering & Construction 000720 | +0.7% | 28,100 | |
SeAH Steel 306200 | +0.5% | 114,400 | |
POSCO Holdings 005490 | +0.5% | 337,000 | |
LS Marine Solution 060370 | +0.1% | 14,600 |
Closing Thoughts
Energy themes also rose but by less, from LPG (Liquefied Petroleum Gas) at 2.73% to Wind at 1.51%. Solar, Nuclear and Oil Refining fell in between.
Oil Refining returned after 66 days as SK Innovation rose 3.75% on news that its merged company with E&S had launched. The next question is whether the defense streak runs past 4 days.