Mar 5: 8 Strong Themes — Korea-Russia Gas Pipeline, Steel (Small & Mid Cap)
8 strong themes — 2 running · 6 recurred. Top: Korea-Russia Gas Pipeline +18.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Korea-Russia Gas Pipeline | Histeel | +29.97% | |
| Steel (Small & Mid Cap) | Histeel | +29.97% | |
| Steel Pipe | Histeel | +29.97% | |
| Ukraine Reconstruction | DaedongGear | +11.16% | |
| Pipe Fittings & Valves | HS Valve | +29.89% | |
| Battery | Daesung Hi-Tech | +12.95% | |
| Quantum Cryptography & Computing | Ictk | +30.00% | |
| LNG (Liquefied Natural Gas) | KoreaGas | +12.80% |
Steel and pipeline names led the Mar 5 session, headed by Korea-Russia Gas Pipeline with an average change of 18.49%. All 10 of its stocks closed higher.
Steel (Small & Mid Cap) extended its streak to 2 days with an average change of 16.0%. Steel Pipe returned after a 44-day gap at 11.26%, and Pipe Fittings & Valves posted 9.5%.
Outside steel, Ukraine Reconstruction averaged 9.71% and Battery 9.38%. In Quantum Cryptography & Computing, leader Ictk gained 30.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Korea-Russia Gas Pipeline | recurred after 121 days | +18.5% | 10/10 | Histeel |
| 2 | Steel (Small & Mid Cap) | 2 days running | +16.0% | 10/10 | Histeel |
| 3 | Steel Pipe | recurred after 44 days | +11.3% | 10/10 | Histeel |
| 4 | Ukraine Reconstruction | recurred after 7 days | +9.7% | 10/10 | DaedongGear |
| 5 | Pipe Fittings & Valves | recurred after 30 days | +9.5% | 9/9 | HS Valve |
| 6 | Battery | recurred after 7 days | +9.4% | 10/10 | Daesung Hi-Tech |
| 7 | Quantum Cryptography & Computing | recurred after 7 days | +9.2% | 9/9 | Ictk |
| 8 | LNG (Liquefied Natural Gas) | 2 days running | +9.2% | 10/10 | KoreaGas |
Theme by Theme
1. Korea-Russia Gas Pipeline (recurred after 121 days)
- Episode: started 2025-03-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Histeel 071090 | +30.0% | 3,990 | ★ |
KBI Dong Yang Steel Pipe 008970 | +29.9% | 1,666 | |
HS Valve 039610 | +29.9% | 10,950 | |
Dae Dong Steel 048470 | +27.3% | 4,145 | |
Husteel 005010 | +15.9% | 6,490 | |
DK-Lok 105740 | +15.0% | 8,800 | |
Moonbae Steel 008420 | +14.6% | 2,870 | |
NK 085310 | +7.9% | 983 | |
Dongyang S·TEC 060380 | +7.7% | 1,449 | |
Bookook Steel 026940 | +6.6% | 2,570 |
2. Steel (Small & Mid Cap) (2 days running)
- Episode: started 2025-03-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Histeel 071090 | +30.0% | 3,990 | ★ |
KBI Dong Yang Steel Pipe 008970 | +29.9% | 1,666 | |
Dae Dong Steel 048470 | +27.3% | 4,145 | |
Husteel 005010 | +15.9% | 6,490 | |
Moonbae Steel 008420 | +14.6% | 2,870 | |
Nexteel 092790 | +12.8% | 15,950 | |
Shin Steel 162300 | +7.9% | 2,585 | |
Dongyang S·TEC 060380 | +7.7% | 1,449 | |
Hyundai BNG Steel 004560 | +7.1% | 13,650 | |
Bookook Steel 026940 | +6.6% | 2,570 |
3. Steel Pipe (recurred after 44 days)
- Episode: started 2025-03-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Histeel 071090 | +30.0% | 3,990 | ★ |
KBI Dong Yang Steel Pipe 008970 | +29.9% | 1,666 | |
Husteel 005010 | +15.9% | 6,490 | |
Nexteel 092790 | +12.8% | 15,950 | |
Irem 009730 | +5.5% | 1,173 | |
Ust 263770 | +4.4% | 2,145 | |
Kumkang Kind 014280 | +4.2% | 4,095 | |
Korea Castiron Pipe Ind 000970 | +4.1% | 6,350 | |
SK oceanplant 100090 | +3.2% | 16,000 | |
YulChon 146060 | +2.6% | 1,221 |
Related news
- 트럼프 관세폭탄 대비한 강관업체…59조 에너지용 강관 시장 ‘다크호스’ — 아시아경제 (Korean)
4. Ukraine Reconstruction (recurred after 7 days)
- Episode: started 2025-03-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco International 047050 | +15.3% | 61,000 | |
Itoxi 052770 | +12.6% | 1,530 | |
DaedongGear 008830 | +11.2% | 26,900 | ★ |
HD Hyundai Infracore 042670 | +10.5% | 9,170 | |
SY Steel Tech 365330 | +9.0% | 6,780 | |
Hyundai 011760 | +8.5% | 25,550 | |
SG 255220 | +7.9% | 2,995 | |
HD Construction Equipment 267270 | +7.7% | 77,100 | |
Hyundai Everdigm 041440 | +7.5% | 9,570 | |
DY Power 210540 | +7.0% | 12,600 |
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5. Pipe Fittings & Valves (recurred after 30 days)
- Episode: started 2025-03-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HS Valve 039610 | +29.9% | 10,950 | ★ |
Hansun Engineering 452280 | +19.5% | 8,520 | |
DK-Lok 105740 | +15.0% | 8,800 | |
Hankuk Steel Wire 025550 | +7.5% | 3,735 | |
BMTCo 086670 | +5.0% | 9,860 | |
Sung Kwang Bend 014620 | +2.8% | 29,800 | |
KSP 073010 | +2.8% | 4,670 | |
Hy-lok 013030 | +2.2% | 29,700 | |
T. K 023160 | +0.8% | 25,250 |
6. Battery (recurred after 7 days)
- Episode: started 2025-03-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KEM Tech 106080 | +20.2% | 1,915 | |
Daesung Hi-Tech 129920 | +12.9% | 4,360 | ★ |
Korea Petro Chemical Ind 006650 | +9.5% | 97,000 | |
meerecompanyIncorporated 049950 | +8.9% | 23,350 | |
Yujin Technology 240600 | +8.3% | 5,450 | |
Hansol Chemical 014680 | +7.8% | 115,400 | |
Mot 413390 | +7.0% | 9,660 | |
Enplus 074610 | +6.4% | 678 | |
Koyj 121850 | +6.4% | 1,522 | |
Youlchon Chemical 008730 | +6.3% | 29,400 |
Related news
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- [급등락주 짚어보기] 방산주 대성하이텍, 트럼프發 안보 불안에 ‘상한가’ — 이투데이 (Korean)
- 대성하이텍 “방산 수주 비중 급증…유럽 및 이스라엘과 장기 계약 기대” — 이투데이 (Korean)
7. Quantum Cryptography & Computing (recurred after 7 days)
- Episode: started 2025-03-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ictk 456010 | +30.0% | 10,530 | ★ |
Alt 172670 | +15.4% | 12,060 | |
Korea Computer & Systems 115500 | +8.9% | 11,500 | |
Axgate 356680 | +6.8% | 8,500 | |
Coweaver 056360 | +6.0% | 5,810 | |
Q.S.ICo 066310 | +5.9% | 9,030 | |
Woori-Net 115440 | +4.5% | 7,140 | |
Korea Advanced Materials 062970 | +2.9% | 5,330 | |
Aton 158430 | +2.8% | 5,900 |
8. LNG (Liquefied Natural Gas) (2 days running)
- Episode: started 2025-03-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +14.4% | 9,070 | |
KoreaGas 036460 | +12.8% | 40,100 | ★ |
Il Seung 333430 | +12.0% | 5,100 | |
HD Hyundai Infracore 042670 | +10.5% | 9,170 | |
Bhi 083650 | +8.9% | 22,100 | |
NK 085310 | +7.9% | 983 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +6.6% | 251,000 | |
Hankuk Carbon 017960 | +6.6% | 16,250 | |
Pan Ocean 028670 | +6.3% | 3,965 | |
Korea Line 005880 | +6.2% | 1,824 |
Related news
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- 트럼프 “한국, 알래스카 가스관에 수조 달러 투자 예정”…한국가스공사 16% 급등 — 문화일보 (Korean)
- 트럼프, 알래스카LNG 韓 투자 언급…한국가스공사 10%대 급등 [이런국장 저런주식] — 서울경제 (Korean)
Closing Thoughts
LNG (Liquefied Natural Gas) is the only theme besides small and mid-cap steel on a 2-day streak, with an average change of 9.2%. Linked headlines cite Alaska gas pipeline expectations, and KoreaGas rose 12.8%.
Most other themes started a new run on Mar 5, including Korea-Russia Gas Pipeline after a 121-day gap. The next sessions will show whether these moves continue.