Apr 22: 5 Strong Themes — Cement & Ready-Mix Concrete, Construction (Small & Mid Cap) / Railways
5 strong themes — 4 recurred · 1 new. Top: Cement & Ready-Mix Concrete +26.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Cement & Ready-Mix Concrete | SAMPYO Cement | +29.88% | |
| Construction (Small & Mid Cap) / Railways | TuksuConstruction | +29.88% | |
| Graphene | China Crystal New Material Holdings | +20.22% | |
| Construction Majors | DL Holdings | +4.67% | |
| Airlines & Low-Cost Carriers | Asiana Airlines | +4.55% |
Cement & Ready-Mix Concrete led the 2020-04-22 session with an average change of 26.59%, returning after a 231-day gap. SAMPYO Cement rose 29.88% and Sungshin Cement 23.31%.
A new theme, Construction (Small & Mid Cap) / Railways, posted an average change of 20.64% with all 4 stocks higher. TuksuConstruction led at 29.88%, and Woowon Development added 26.84%.
Graphene returned after 23 days with an average change of 10.8%. China Crystal New Material Holdings led at 20.22%, while Exa E&c and SM Kukil also rose.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Cement & Ready-Mix Concrete | recurred after 231 days | +26.6% | 2/3 | SAMPYO Cement |
| 2 | Construction (Small & Mid Cap) / Railways | new | +20.6% | 4/4 | TuksuConstruction |
| 3 | Graphene | recurred after 23 days | +10.8% | 3/3 | China Crystal New Material Holdings |
| 4 | Construction Majors | recurred after 8 days | +4.0% | 2/2 | DL Holdings |
| 5 | Airlines & Low-Cost Carriers | recurred after 2 days | +2.8% | 5/5 | Asiana Airlines |
Theme by Theme
1. Cement & Ready-Mix Concrete (recurred after 231 days)
- Episode: started 2020-04-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SAMPYO Cement 038500 | +29.9% | 3,760 | ★ |
Sungshin Cement 004980 | +23.3% | 9,100 | |
Kangdong C&L 198440 | - | - |
Related news
- [강세 토픽] 건자재 - 시멘트 테마, 고려시멘트 +25.86%, 삼표시멘트 +18.65% — 조선일보 (Korean)
- [특징주] 정부 ‘한국판 뉴딜’ 추진에 시멘트주 ‘급등’ — 이투데이 (Korean)
2. Construction (Small & Mid Cap) / Railways (new)
- Episode: started 2020-04-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TuksuConstruction 026150 | +29.9% | 7,738 | ★ |
Woowon Development 046940 | +26.8% | 8,270 | |
Dong-Ah Geological Engineering Company 028100 | +18.3% | 19,050 | |
Camus Engineering & Construction 013700 | +7.5% | 1,355 |
Related news
- [fnRASSI]특수건설, 상한가 기록 — 파이낸셜뉴스 (Korean)
- 특수건설, +29.89% 상한가 — 조선일보 (Korean)
- [이시각 상한가] 특수건설(▲1820) - 22일 오후 15시16분 — 이투데이 (Korean)
3. Graphene (recurred after 23 days)
- Episode: started 2020-04-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
China Crystal New Material Holdings 900250 | +20.2% | 6,432 | ★ |
Exa E&c 054940 | +7.1% | 1,200 | |
SM Kukil 078130 | +5.0% | 34,660 |
Related news
- 크리스탈신소재, +24.34% 상승폭 확대 — 조선일보 (Korean)
- 크리스탈신소재, +14.23% VI 발동 — 조선일보 (Korean)
4. Construction Majors (recurred after 8 days)
- Episode: started 2020-04-22, day 1
Related news
- [강세 토픽] 대형 건설사 테마, 대림산업 +4.05%, 삼성물산 +2.66% — 조선일보 (Korean)
- 대림산업, 신반포 15차 재건축 수주 위해 ‘기성불’ 파격 제안 — 동아일보 (Korean)
5. Airlines & Low-Cost Carriers (recurred after 2 days)
- Episode: started 2020-04-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Asiana Airlines 020560 | +4.5% | 20,308 | ★ |
Trinity Airways 091810 | +3.2% | 2,014 | |
Air Busan 298690 | +3.1% | 7,895 | |
Hanjinkal 180640 | +1.8% | 83,000 | |
Jejuair 089590 | +1.5% | 15,372 |
Related news
- 아시아나항공, 국책은행 자금지원 소식에 ‘급등’ — 이투데이 (Korean)
- 아시아나항공, 채권단 지원으로 단기차입금 1조7000억원↑ — 헤럴드경제 (Korean)
Closing Thoughts
Construction Majors posted an average change of 3.98%, led by DL Holdings at 4.67%. Airlines & Low-Cost Carriers saw all 5 stocks rise, with Asiana Airlines up 4.55%.
Every theme here is on a streak of 1 day, so it is still unclear whether the construction move lasts beyond 2020-04-22. Cement news tied the jump to the government’s Korean New Deal push.