Dec 24: 5 Strong Themes — Semiconductor Majors (Fabrication), Construction Majors / Construction (Small & Mid Cap)
5 strong themes — 1 running · 3 recurred · 1 new. Top: Semiconductor Majors (Fabrication) +6.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductor Majors (Fabrication) | DB HiTek | +7.11% | |
| Construction Majors / Construction (Small & Mid Cap) | Camus Engineering & Construction | +6.50% | |
| Travel / Casinos / Airlines & Low-Cost Carriers / Duty Free / Retail Distribution / Department Stores | VenueG | +4.71% | |
| Cold Chain Logistics | Taekyung Chemical | +1.82% | |
| Banks | KB Financial Group | +3.30% |
On Dec 24, five themes ran strong, led by Semiconductor Majors (Fabrication) with an average change of 6.2%. Both of its stocks rose, and DB HiTek gained 7.11%.
Construction Majors / Construction (Small & Mid Cap) came back after a 6-day gap, and all 6 of its stocks rose for an average change of 4.59%. Shinsegae Engineering & Construction C had the top gain at 10.34%.
News of government vaccine contracts lifted the new Travel / Casinos / Airlines & Low-Cost Carriers / Duty Free / Retail Distribution / Department Stores theme, which had an average change of 3.92%. Cold Chain Logistics and Banks followed at 2.76% and 2.71%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Majors (Fabrication) | 2 days running | +6.2% | 2/2 | DB HiTek |
| 2 | Construction Majors / Construction (Small & Mid Cap) | recurred after 6 days | +4.6% | 6/6 | Camus Engineering & Construction |
| 3 | Travel / Casinos / Airlines & Low-Cost Carriers / Duty Free / Retail Distribution / Department Stores | new | +3.9% | 4/5 | VenueG |
| 4 | Cold Chain Logistics | recurred after 16 days | +2.8% | 4/4 | Taekyung Chemical |
| 5 | Banks | recurred after 29 days | +2.7% | 3/3 | KB Financial Group |
Theme by Theme
1. Semiconductor Majors (Fabrication) (2 days running)
- Episode: started 2020-12-23, day 2
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2. Construction Majors / Construction (Small & Mid Cap) (recurred after 6 days)
- Episode: started 2020-12-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsegae Engineering & Construction C 034300 | +10.3% | 27,200 | |
Camus Engineering & Construction 013700 | +6.5% | 3,195 | ★ |
Daewoo Engineering & Construction 047040 | +3.7% | 4,645 | |
HL D&I Halla 014790 | +2.7% | 4,810 | |
GS Engineering & Construction 006360 | +2.3% | 35,850 | |
DL Construction 001880 | +2.0% | 29,800 |
3. Travel / Casinos / Airlines & Low-Cost Carriers / Duty Free / Retail Distribution / Department Stores (new)
- Episode: started 2020-12-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Very Good Tour 094850 | +7.1% | 9,550 | |
VenueG 019010 | +4.7% | 1,780 | ★ |
Jejuair 089590 | +4.1% | 15,055 | |
Paradise 034230 | +3.8% | 15,150 | |
Global Tax Free 204620 | +0.0% | 2,608 |
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4. Cold Chain Logistics (recurred after 16 days)
- Episode: started 2020-12-24, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
GC Cell 144510 | +5.2% | 85,500 | |
SCD 042110 | +2.9% | 1,605 | |
Taekyung Chemical 006890 | +1.8% | 13,950 | ★ |
SeouLinBioscience 038070 | +1.2% | 11,239 |
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5. Banks (recurred after 29 days)
- Episode: started 2020-12-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KB Financial Group 105560 | +3.3% | 45,450 | ★ |
Hana Financial Group 086790 | +2.6% | 35,800 | |
BNK Financial Group 138930 | +2.2% | 5,940 |
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Closing Thoughts
Semiconductor Majors (Fabrication) is on a 2-day streak, so the first thing to track is whether it continues. Samsung Electronics rose 5.28% on volume of 32502870 shares.
Cold Chain Logistics came back after a 16-day gap, and its episode runs to Dec 28. Banks returned after 29 days, with KB Financial Group up 3.3%.