Jun 3: 8 Strong Themes — Construction Equipment, Water Resources

June 3, 2022 · #Construction Equipment #Water Resources #Korea-Listed Chinese Companies #Power Equipment / Agriculture #CCTV & DVR #Integrated Logistics #Airlines & Low-Cost Carriers / Travel / Duty Free / Casinos #Semiconductors

8 strong themes — 5 recurred · 3 new. Top: Construction Equipment +25.7%.

Strong themes8 Top change+25.7% LeaderSeoyon Topmetal

Average change by strong theme

Average change of member stocks, by theme · descending
Construction Equipment
+25.7%
Water Resources
+10.2%
Korea-Listed Chinese Companies
+7.7%
Power Equipment / Agriculture
+7.2%
CCTV & DVR
+5.6%
Integrated Logistics
+4.2%
Airlines & Low-Cost Carriers / Travel / Duty Free / Casinos
+3.5%
Semiconductors
+3.3%

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
Construction EquipmentSeoyon Topmetal+30.00%
Water ResourcesKorea Engineering Consultants+8.95%
Korea-Listed Chinese CompaniesHeng Sheng Holding Group+12.34%
Power Equipment / AgricultureTYM+5.23%
CCTV & DVRCommax+7.81%
Integrated LogisticsDongbang Transport & Logistics+5.71%
Airlines & Low-Cost Carriers / Travel / Duty Free / CasinosGlobal Tax Free+4.51%
SemiconductorsMecaro+4.07%

On 2022-06-03, all eight strong themes closed with every member stock higher. Construction Equipment led the session with an average change of 25.73%, and all 3 of its stocks rose.

Theme leader Seoyon Topmetal rose 30.0%, while Seoam Machinery Industry gained 29.97%. The theme came back after a gap of 3 days.

Water Resources followed with an average change of 10.24%, its first appearance in 35 days. New themes included Power Equipment / Agriculture at 7.16% and CCTV & DVR at 5.61%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Construction Equipmentrecurred after 3 days+25.7%3/3Seoyon Topmetal
2Water Resourcesrecurred after 35 days+10.2%2/2Korea Engineering Consultants
3Korea-Listed Chinese Companiesrecurred after 3 days+7.7%2/2Heng Sheng Holding Group
4Power Equipment / Agriculturenew+7.2%4/4TYM
5CCTV & DVRnew+5.6%3/3Commax
6Integrated Logisticsrecurred after 65 days+4.2%3/3Dongbang Transport & Logistics
7Airlines & Low-Cost Carriers / Travel / Duty Free / Casinosnew+3.5%6/6Global Tax Free
8Semiconductorsrecurred after 4 days+3.3%4/4Mecaro

Theme by Theme

1. Construction Equipment (recurred after 3 days)

StockChangeCloseLeader
Seoyon Topmetal 019770+30.0%7,280★
Seoam Machinery Industry 100660+30.0%9,020
HD Construction Equipment 267270+17.2%46,600

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2. Water Resources (recurred after 35 days)

StockChangeCloseLeader
Dohwa Engineering 002150+11.5%11,600
Korea Engineering Consultants 023350+8.9%8,890★

3. Korea-Listed Chinese Companies (recurred after 3 days)

StockChangeCloseLeader
Heng Sheng Holding Group 900270+12.3%5,373★
Wing Yip Food Holdings Group 900340+3.1%6,604

4. Power Equipment / Agriculture (new)

StockChangeCloseLeader
HD Hyundai Electric 267260+10.3%24,700
G2Power 388050+6.7%5,941
Formetal 119500+6.4%5,830
TYM 002900+5.2%11,228★

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5. CCTV & DVR (new)

StockChangeCloseLeader
Commax 036690+7.8%4,460★
Kocom 015710+4.5%6,430
Focus Ai 331380+4.5%2,920

6. Integrated Logistics (recurred after 65 days)

StockChangeCloseLeader
Dongbang Transport & Logistics 004140+5.7%3,520★
KCTC 009070+4.0%6,220
CJ Logistics 000120+2.8%129,000

7. Airlines & Low-Cost Carriers / Travel / Duty Free / Casinos (new)

StockChangeCloseLeader
Hanjinkal 180640+4.8%58,700
Jin Air 272450+4.5%18,400
Global Tax Free 204620+4.5%2,621★
Lotte Tour Development 032350+3.4%16,700
Hanatour Service 039130+2.6%75,600
Paradise 034230+0.9%16,650

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8. Semiconductors (recurred after 4 days)

StockChangeCloseLeader
Fine Semitech 036810+5.2%19,857
Mecaro 241770+4.1%12,800★
HANMI Semiconductor 042700+3.9%14,850
Samsung Electronics 005930+0.1%66,800

Closing Thoughts

Every theme has a streak of 1, so it is still open whether any of them carries past Jun 3. Integrated Logistics came back after a 65-day gap with an average change of 4.17%.

A news report linked the average change of 3.46% in Airlines & Low-Cost Carriers / Travel / Duty Free / Casinos to eased aviation rules. Semiconductors averaged 3.32%, and Samsung Electronics rose 0.15%.