Mar 5: 8 Strong Themes — Korea-Russia Gas Pipeline, Steel (Small & Mid Cap)

March 5, 2025 · #Korea-Russia Gas Pipeline #Steel (Small & Mid Cap) #Steel Pipe #Ukraine Reconstruction #Pipe Fittings & Valves #Battery #Quantum Cryptography & Computing #LNG (Liquefied Natural Gas)

8 strong themes — 2 running · 6 recurred. Top: Korea-Russia Gas Pipeline +18.5%.

Strong themes8 Top change+18.5% LeaderHisteel

Average change by strong theme

Average change of member stocks, by theme · descending
Korea-Russia Gas Pipeline
+18.5%
Steel (Small & Mid Cap)
+16.0%
Steel Pipe
+11.3%
Ukraine Reconstruction
+9.7%
Pipe Fittings & Valves
+9.5%
Battery
+9.4%
Quantum Cryptography & Computing
+9.2%
LNG (Liquefied Natural Gas)
+9.2%

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
Korea-Russia Gas PipelineHisteel+29.97%
Steel (Small & Mid Cap)Histeel+29.97%
Steel PipeHisteel+29.97%
Ukraine ReconstructionDaedongGear+11.16%
Pipe Fittings & ValvesHS Valve+29.89%
BatteryDaesung Hi-Tech+12.95%
Quantum Cryptography & ComputingIctk+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

#ThemeStatusAvg. changeUp/TotalLeader
1Korea-Russia Gas Pipelinerecurred after 121 days+18.5%10/10Histeel
2Steel (Small & Mid Cap)2 days running+16.0%10/10Histeel
3Steel Piperecurred after 44 days+11.3%10/10Histeel
4Ukraine Reconstructionrecurred after 7 days+9.7%10/10DaedongGear
5Pipe Fittings & Valvesrecurred after 30 days+9.5%9/9HS Valve
6Batteryrecurred after 7 days+9.4%10/10Daesung Hi-Tech
7Quantum Cryptography & Computingrecurred after 7 days+9.2%9/9Ictk
8LNG (Liquefied Natural Gas)2 days running+9.2%10/10KoreaGas

Theme by Theme

1. Korea-Russia Gas Pipeline (recurred after 121 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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

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4. Ukraine Reconstruction (recurred after 7 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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

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7. Quantum Cryptography & Computing (recurred after 7 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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

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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.