Jan 21: 7 Strong Themes — Shipbuilding Equipment, Space & Aerospace (Nuri Rocket, Satellites)

January 21, 2025 · #Shipbuilding Equipment #Space & Aerospace (Nuri Rocket, Satellites) #Shipbuilding #Beauty & Cosmetics #Drones #Inter-Korean Economic Cooperation #Banks

7 strong themes — 2 running · 5 recurred. Top: Shipbuilding Equipment +8.6%.

Strong themes7 Top change+8.6% LeaderDaechang Solution

Average change by strong theme

Average change of member stocks, by theme · descending
Shipbuilding Equipment
+8.6%
Space & Aerospace (Nuri Rocket, Satellites)
+6.0%
Shipbuilding
+4.4%
Beauty & Cosmetics
+4.2%
Drones
+4.0%
Inter-Korean Economic Cooperation
+3.1%
Banks
+1.7%

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 -
ThemeLeaderChangeTrend
Shipbuilding EquipmentDaechang Solution+18.04%
Space & Aerospace (Nuri Rocket, Satellites)Lumir+4.12%
ShipbuildingHD Hyundai Mipo+9.67%-
Beauty & CosmeticsGlobon+9.47%
DronesKencoa Aerospace+1.96%
Inter-Korean Economic CooperationGnCenergy+5.62%
BanksJB Financial Group+5.76%

Shipbuilding Equipment led the 2025-01-21 session with an average change of 8.58%, and all 10 of its stocks rose. Leader Daechang Solution gained 18.04%.

Shipbuilding also extended its run to a 2-day streak, averaging 4.39% as all 6 stocks advanced. HD Hyundai Mipo led with 9.67%.

Several themes returned after a break. Space & Aerospace (Nuri Rocket, Satellites) came back after 6 days with an average change of 6.05%, while Drones reappeared after 15 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Shipbuilding Equipment2 days running+8.6%10/10Daechang Solution
2Space & Aerospace (Nuri Rocket, Satellites)recurred after 6 days+6.0%9/9Lumir
3Shipbuilding2 days running+4.4%6/6HD Hyundai Mipo
4Beauty & Cosmeticsrecurred after 5 days+4.2%9/9Globon
5Dronesrecurred after 15 days+4.0%8/8Kencoa Aerospace
6Inter-Korean Economic Cooperationrecurred after 8 days+3.1%10/10GnCenergy
7Banksrecurred after 6 days+1.7%6/6JB Financial Group

Theme by Theme

1. Shipbuilding Equipment (2 days running)

StockChangeCloseLeader
Daechang Solution 096350+18.0%373★
Inhwa Precision 101930+13.2%37,000
T. K 023160+10.6%23,400
Finebesteel 133820+8.3%1,142
Samyung ENC 065570+7.9%1,510
Dongsung Finetec 033500+6.8%19,640
Hankuk Carbon 017960+5.4%14,200
Hy-lok 013030+5.3%29,850
HD-Hyundai Marine Engine 071970+5.1%28,650
Cape Industries 064820+5.1%7,600

2. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 6 days)

StockChangeCloseLeader
Fiberpro 368770+9.8%5,400
Isupetasys 007660+7.5%30,050
Asia Pacific Satellite lnc 211270+7.2%13,720
SatrecInitiative 099320+7.0%46,150
Hanwha Systems 272210+6.5%26,050
Genohco 361390+4.8%16,090
Contec 451760+4.4%10,670
Lumir 474170+4.1%9,850★
Hyundai-Rotem 064350+3.2%57,800

3. Shipbuilding (2 days running)

StockChangeCloseLeader
HD Hyundai Mipo 010620+9.7%141,800★
HD Hyundai Heavy Industries 329180+6.0%327,000
Hanwha Ocean 042660+5.6%54,700
HJ Shipbuilding & Construction 097230+1.9%6,470
HD Korea Shipbuilding & Offshore Engineering 009540+1.8%248,500
Samsung Heavy Industries 010140+1.3%13,670

4. Beauty & Cosmetics (recurred after 5 days)

StockChangeCloseLeader
Globon 019660+9.5%682★
Cosmecca Korea 241710+5.4%56,300
L&C Bio 290650+4.7%25,700
Silicon 2 257720+3.7%33,600
Pum-tech Korea 251970+3.0%47,500
Coway 021240+2.8%80,500
Kolmar Korea 161890+2.8%62,400
Cellromax Science 471820+2.8%5,220
VT 018290+2.7%35,900

5. Drones (recurred after 15 days)

StockChangeCloseLeader
SatrecInitiative 099320+7.0%46,150
Hanwha Systems 272210+6.5%26,050
JCH Systems 033320+6.2%6,650
Hanwha Aerospace 012450+3.2%389,500
Mcnex 097520+2.9%23,350
Alux 475580+2.8%13,160
Kencoa Aerospace 274090+2.0%10,920★
T3 Entertainment 204610+1.6%1,679

6. Inter-Korean Economic Cooperation (recurred after 8 days)

StockChangeCloseLeader
Jahwa Electronics 033240+5.6%12,940
GnCenergy 119850+5.6%10,150★
Chobi 001550+4.4%11,610
Ilshin Stone 007110+3.9%2,255
J.estina 026040+2.7%2,305
Hyundai Elevator 017800+2.4%51,000
Korea Electric Power 015760+2.2%21,200
Speco 013810+2.1%3,630
Namhae Chemical 025860+1.3%6,430
In the F 014990+1.2%973

7. Banks (recurred after 6 days)

StockChangeCloseLeader
JB Financial Group 175330+5.8%19,280★
BNK Financial Group 138930+1.8%11,680
Hana Financial Group 086790+1.4%58,000
KakaoBank 323410+0.7%20,950
Woori Financial Group 316140+0.5%15,640
KB Financial Group 105560+0.1%88,900

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Closing Thoughts

Banks rose across all 6 stocks for an average change of 1.72%, with JB Financial Group up 5.76%. A headline linked its strength to hopes for expanded shareholder returns.

Beauty & Cosmetics (avg 4.16%) and Inter-Korean Economic Cooperation (avg 3.15%) logged 1-day episodes. The next session will show whether they, and the 2-day shipbuilding runs, continue.