Mar 3: 6 Strong Themes — Shipping, Defense & War
6 strong themes — 1 running · 5 recurred. Top: Shipping +23.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipping | Korea Line | +29.95% | |
| Defense & War | Victek | +30.00% | |
| LPG (Liquefied Petroleum Gas) | Kukdong Oil & Chemicals | +30.00% | |
| Drones | Korea Robot Manufacturing | +29.90% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Hanwha Systems | +29.14% | |
| Oil Refining | S-Oil | +28.45% |
On 2026-03-03, six themes closed with every listed stock in the green. Shipping led with an average change of 23.11%, with all 6 of its stocks rising and Korea Line up 29.95%.
Defense & War followed with an average change of 20.91% in its second straight session. Victek rose 30.0% and Hanwha Systems 29.14%.
Energy names also surged, as LPG (Liquefied Petroleum Gas) averaged 18.34%, led by Kukdong Oil & Chemicals at 30.0%. Hanwha Systems appeared in three of the six themes.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipping | recurred after 11 days | +23.1% | 6/6 | Korea Line |
| 2 | Defense & War | 2 days running | +20.9% | 9/9 | Victek |
| 3 | LPG (Liquefied Petroleum Gas) | recurred after 8 days | +18.3% | 9/9 | Kukdong Oil & Chemicals |
| 4 | Drones | recurred after 6 days | +14.8% | 9/9 | Korea Robot Manufacturing |
| 5 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 19 days | +11.6% | 9/9 | Hanwha Systems |
| 6 | Oil Refining | recurred after 11 days | +11.2% | 3/3 | S-Oil |
Theme by Theme
1. Shipping (recurred after 11 days)
- Episode: started 2026-03-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Line 005880 | +29.9% | 2,820 | ★ |
STX Green Logis 465770 | +29.9% | 7,690 | |
Heung-a Shipping 003280 | +29.7% | 2,330 | |
Pan Ocean 028670 | +17.4% | 6,200 | |
KSS Line 044450 | +16.9% | 12,650 | |
HMM 011200 | +14.8% | 24,500 |
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2. Defense & War (2 days running)
- Episode: started 2026-02-27, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Victek 065450 | +30.0% | 5,720 | ★ |
Hanwha Systems 272210 | +29.1% | 146,700 | |
Speco 013810 | +20.4% | 3,185 | |
RF Materials 327260 | +20.3% | 51,500 | |
Samyang Comtech 484590 | +20.2% | 15,460 | |
Hanwha Aerospace 012450 | +19.8% | 1,432,000 | |
Firstec 010820 | +18.9% | 7,990 | |
HanilForgingIndustrial 024740 | +15.9% | 2,690 | |
Huneed Technologies 005870 | +13.4% | 9,250 |
3. LPG (Liquefied Petroleum Gas) (recurred after 8 days)
- Episode: started 2026-03-03, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Kukdong Oil & Chemicals 014530 | +30.0% | 4,615 | ★ |
Joong Ang Enervis 000440 | +29.9% | 25,250 | |
HeunguOil 024060 | +29.8% | 22,850 | |
Daesung Industrial 128820 | +29.1% | 10,870 | |
S-Oil 010950 | +28.4% | 141,300 | |
SK Gas 018670 | +12.7% | 262,500 | |
GS Holdings 078930 | +2.6% | 70,500 | |
SK Innovation 096770 | +2.5% | 130,900 | |
E1 017940 | +0.1% | 103,600 |
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4. Drones (recurred after 6 days)
- Episode: started 2026-03-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Robot Manufacturing 093640 | +29.9% | 4,410 | ★ |
Hanwha Systems 272210 | +29.1% | 146,700 | |
Hanwha Aerospace 012450 | +19.8% | 1,432,000 | |
Firstec 010820 | +18.9% | 7,990 | |
Huneed Technologies 005870 | +13.4% | 9,250 | |
JCH Systems 033320 | +9.1% | 4,920 | |
Alux 475580 | +7.4% | 9,970 | |
Korea Aerospace Industries 047810 | +3.2% | 197,600 | |
Kisan Telecom 035460 | +2.3% | 2,200 |
5. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 19 days)
- Episode: started 2026-03-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Systems 272210 | +29.1% | 146,700 | ★ |
Hanwha Aerospace 012450 | +19.8% | 1,432,000 | |
Firstec 010820 | +18.9% | 7,990 | |
Fiberpro 368770 | +10.9% | 15,210 | |
Green Optics 0015G0 | +9.2% | 45,550 | |
Hyundai-Rotem 064350 | +8.0% | 249,000 | |
Korea Aerospace Industries 047810 | +3.2% | 197,600 | |
Sang-a Frontec 089980 | +2.7% | 22,900 | |
HVM 295310 | +2.4% | 76,800 |
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6. Oil Refining (recurred after 11 days)
- Episode: started 2026-03-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +28.4% | 141,300 | ★ |
GS Holdings 078930 | +2.6% | 70,500 | |
SK Innovation 096770 | +2.5% | 130,900 |
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Closing Thoughts
The LPG (Liquefied Petroleum Gas) episode runs to 2026-03-05, while Defense & War dates from 2026-02-27. Most other themes logged a one-day episode.
Within Oil Refining, S-Oil gained 28.45%, while GS Holdings rose 2.62% and SK Innovation 2.51%. Whether that gap narrows is one point to follow.