Mar 3: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Cement & Ready-Mix Concrete
8 strong themes — 8 recurred. Top: Currency & ATM Systems (incl. CBDC) +12.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Currency & ATM Systems (incl. CBDC) | Hannet | +17.55% | |
| Cement & Ready-Mix Concrete | Asia Cement | +8.19% | |
| Steel Majors / Steel (Small & Mid Cap) | Kyeong Nam Steel | +8.90% | |
| Remodeling & Interiors | Byuksan | +7.40% | |
| Water Resources | NatureandEnvironment | +8.38% | |
| Car Majors / Auto Parts | Formetal | +8.51% | |
| Political Ties (Ahn Cheol-soo) | Ahnlab | +7.27% | |
| Construction | ShinwonConstruction | +5.23% |
Currency & ATM Systems (incl. CBDC) led the 2022-03-03 session with an average change of 11.99%. All 4 stocks in the theme rose, with Hannet up 17.55%.
Construction-related names also moved higher. Cement & Ready-Mix Concrete posted an average change of 6.38%, led by Asia Cement at 8.19%, while Construction averaged 5.11%.
Political Ties (Ahn Cheol-soo) posted an average change of 5.26%, with Ahnlab up 7.27%. In Car Majors / Auto Parts, all 5 stocks rose, led by Formetal at 8.51%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Currency & ATM Systems (incl. CBDC) | recurred after 10 days | +12.0% | 4/4 | Hannet |
| 2 | Cement & Ready-Mix Concrete | recurred after 34 days | +6.4% | 3/3 | Asia Cement |
| 3 | Steel Majors / Steel (Small & Mid Cap) | recurred after 57 days | +5.9% | 4/5 | Kyeong Nam Steel |
| 4 | Remodeling & Interiors | recurred after 64 days | +5.8% | 3/3 | Byuksan |
| 5 | Water Resources | recurred after 591 days | +5.7% | 3/3 | NatureandEnvironment |
| 6 | Car Majors / Auto Parts | recurred after 57 days | +5.4% | 5/5 | Formetal |
| 7 | Political Ties (Ahn Cheol-soo) | recurred after 44 days | +5.3% | 2/2 | Ahnlab |
| 8 | Construction | recurred after 57 days | +5.1% | 4/4 | ShinwonConstruction |
Theme by Theme
1. Currency & ATM Systems (incl. CBDC) (recurred after 10 days)
- Episode: started 2022-03-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hannet 052600 | +17.6% | 9,980 | ★ |
Korea Computer & Systems 115500 | +17.4% | 7,430 | |
Korea Computer Terminal 089150 | +6.9% | 7,090 | |
Logisys 067730 | +6.1% | 7,140 |
Related news
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2. Cement & Ready-Mix Concrete (recurred after 34 days)
- Episode: started 2022-03-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Asia Cement 183190 | +8.2% | 15,850 | ★ |
Sungshin Cement 004980 | +7.1% | 13,600 | |
Hanilcement 300720 | +3.9% | 18,800 |
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- 아세아시멘트 주가 7%↑…“액면가 5000원, 500원으로 분할” — 아주경제 (Korean)
- 시멘트 값 급등에 우크라 사태까지 깊어지는 건설업계 한숨 — 광주일보 (Korean)
- 시멘트 등 원자재 급등···지역 레미콘 업계도 20% 인상 불가피 — 무등일보 (Korean)
3. Steel Majors / Steel (Small & Mid Cap) (recurred after 57 days)
- Episode: started 2022-03-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kyeong Nam Steel 039240 | +8.9% | 4,345 | ★ |
TCC Steel 002710 | +8.3% | 11,100 | |
SeAH Besteel Holdings 001430 | +3.9% | 18,500 | |
POSCO Holdings 005490 | +2.5% | 290,500 | |
Dongkuk Holdings 001230 | - | - |
Related news
- 경남스틸 주가 4%↑…지난해 매출액 3422억 — 아주경제 (Korean)
4. Remodeling & Interiors (recurred after 64 days)
- Episode: started 2022-03-03, day 1
5. Water Resources (recurred after 591 days)
- Episode: started 2022-03-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NatureandEnvironment 043910 | +8.4% | 12,410 | ★ |
Synopex 025320 | +5.0% | 2,386 | |
Samsung E&A 028050 | +3.6% | 24,200 |
6. Car Majors / Auto Parts (recurred after 57 days)
- Episode: started 2022-03-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Formetal 119500 | +8.5% | 5,480 | ★ |
Hwashin 010690 | +6.6% | 6,940 | |
HL Mando 204320 | +5.3% | 47,850 | |
Hyundai Motor 005380 | +4.1% | 177,500 | |
Kia 000270 | +2.4% | 73,800 |
7. Political Ties (Ahn Cheol-soo) (recurred after 44 days)
- Episode: started 2022-03-03, day 1
Related news
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8. Construction (recurred after 57 days)
- Episode: started 2022-03-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +6.3% | 6,780 | |
ShinwonConstruction 017000 | +5.2% | 7,840 | ★ |
Is Dongseo 010780 | +5.0% | 55,100 | |
Hyundai Engineering & Construction 000720 | +4.0% | 45,450 |
Related news
- 시멘트 값 급등에 우크라 사태까지 깊어지는 건설업계 한숨 — 광주일보 (Korean)
Closing Thoughts
All eight themes were recurrences on a streak of 1, so it remains to be seen whether any of them lasts past one session. Water Resources came back after a gap of 591 days.
The news linked Hannet to reports on China’s digital yuan amid sanctions on Russia, and the cement headlines pointed to sharply rising cement prices. No news was attached to Remodeling & Interiors.