Jul 2: 8 Strong Themes — Remodeling & Interiors, Political Ties (Choi Jae-hyung)

July 2, 2021 · #Remodeling & Interiors #Political Ties (Choi Jae-hyung) #Construction (Small & Mid Cap) #Remote Work & Smart Work #Construction Majors #Shipbuilding / Shipbuilding Equipment #North Korea #Oil Refining

8 strong themes — 1 running · 7 recurred. Top: Remodeling & Interiors +17.0%.

Strong themes8 Top change+17.0% LeaderEagon Holdings

Average change by strong theme

Average change of member stocks, by theme · descending
Remodeling & Interiors
+17.0%
Political Ties (Choi Jae-hyung)
+13.3%
Construction (Small & Mid Cap)
+12.1%
Remote Work & Smart Work
+5.2%
Construction Majors
+4.4%
Shipbuilding / Shipbuilding Equipment
+3.8%
North Korea
+3.1%
Oil Refining
+2.9%

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
Remodeling & InteriorsEagon Holdings+21.83%
Political Ties (Choi Jae-hyung)Eluon+20.21%
Construction (Small & Mid Cap)Ilsung Construction+15.23%
Remote Work & Smart WorkECSTELECOMCo+5.37%
Construction MajorsDL E&c+5.92%
Shipbuilding / Shipbuilding EquipmentDaechang Solution+4.42%
North KoreaAnanti+3.35%
Oil RefiningS-Oil+4.46%

Every stock in every strong theme closed higher on 2021-07-02. Remodeling & Interiors led with an average change of 16.96%, as Eagon Holdings jumped 21.83%.

Political Ties (Choi Jae-hyung) came next with an average change of 13.29%. Leader Eluon rose 20.21% on volume of 69319784 shares, and all 4 stocks in the theme gained.

Construction (Small & Mid Cap) was the only theme on a streak of 2 days, with an average change of 12.05%. Construction Majors also rose 4.39%, led by DL E&c at 5.92%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Remodeling & Interiorsrecurred after 30 days+17.0%2/2Eagon Holdings
2Political Ties (Choi Jae-hyung)recurred after 8 days+13.3%4/4Eluon
3Construction (Small & Mid Cap)2 days running+12.1%2/2Ilsung Construction
4Remote Work & Smart Workrecurred after 2 days+5.2%3/3ECSTELECOMCo
5Construction Majorsrecurred after 7 days+4.4%3/3DL E&c
6Shipbuilding / Shipbuilding Equipmentrecurred after 28 days+3.8%5/5Daechang Solution
7North Korearecurred after 14 days+3.1%4/4Ananti
8Oil Refiningrecurred after 57 days+2.9%2/2S-Oil

Theme by Theme

1. Remodeling & Interiors (recurred after 30 days)

StockChangeCloseLeader
Eagon Holdings 039020+21.8%6,920★
Sigong Tech 020710+12.1%10,100

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2. Political Ties (Choi Jae-hyung) (recurred after 8 days)

StockChangeCloseLeader
Eluon 065440+20.2%6,780★
Openbase 049480+15.5%7,000
HanilForgingIndustrial 024740+9.2%3,680
Korea Advanced Materials 062970+8.2%4,365

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3. Construction (Small & Mid Cap) (2 days running)

StockChangeCloseLeader
Ilsung Construction 013360+15.2%4,200★
Seohan 011370+8.9%2,635

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4. Remote Work & Smart Work (recurred after 2 days)

StockChangeCloseLeader
Softcamp 258790+6.4%20,475
ECSTELECOMCo 067010+5.4%7,060★
Douzone Bizon 012510+4.0%92,000

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5. Construction Majors (recurred after 7 days)

StockChangeCloseLeader
DL E&c 375500+5.9%76,118★
IPARK Hyundai Development Company 294870+4.2%32,350
GS Engineering & Construction 006360+3.1%43,600

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6. Shipbuilding / Shipbuilding Equipment (recurred after 28 days)

StockChangeCloseLeader
Samsung Heavy Industries 010140+4.7%6,598
Daechang Solution 096350+4.4%3,665★
Sung Kwang Bend 014620+4.0%10,100
Hanwha Ocean 042660+3.0%32,027
HD Korea Shipbuilding & Offshore Engineering 009540+2.6%135,500

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7. North Korea (recurred after 14 days)

StockChangeCloseLeader
Hyundai Engineering & Construction 000720+3.8%58,378
In the F 014990+3.7%7,625
Ananti 025980+3.4%9,880★
Hyundai Elevator 017800+1.7%53,400

8. Oil Refining (recurred after 57 days)

StockChangeCloseLeader
S-Oil 010950+4.5%105,500★
GS Holdings 078930+1.3%46,850

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Closing Thoughts

Oil Refining came back after a gap of 57 days, with S-Oil up 4.46%. Remodeling & Interiors returned after 30 days, and Shipbuilding / Shipbuilding Equipment after 28 days.

The next session will show whether Construction (Small & Mid Cap) extends its 2-day run past 2021-07-02. North Korea rose 3.15% with no news attached in the data.