Jun 30: 5 Strong Themes — Construction Majors / Construction (Small & Mid Cap), Construction Equipment

June 30, 2022 · #Construction Majors / Construction (Small & Mid Cap) #Construction Equipment #Shipbuilding Equipment #Shipbuilding #Car Majors

5 strong themes — 4 recurred · 1 new. Top: Construction Majors / Construction (Small & Mid Cap) +10.6%.

Strong themes5 Top change+10.6% LeaderKH Construction

Average change by strong theme

Average change of member stocks, by theme · descending
Construction Majors / Construction (Small & Mid Cap)
+10.6%
Construction Equipment
+8.2%
Shipbuilding Equipment
+5.4%
Shipbuilding
+3.6%
Car Majors
+1.2%

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 Majors / Construction (Small & Mid Cap)KH Construction+24.02%-
Construction EquipmentYooshin Engineering+29.87%
Shipbuilding EquipmentSTX Engine+5.45%
ShipbuildingHanwha Ocean+5.50%
Car MajorsHyundai Motor+2.85%

Construction led the 2022-06-30 session, with Construction Majors / Construction (Small & Mid Cap) posting an average change of 10.57%. All 10 stocks in the theme closed higher.

Yooshin Engineering topped both construction lists with a 29.87% gain, while leader KH Construction rose 24.02%. Construction Equipment followed at an average change of 8.16%.

Shipbuilding names also advanced: Shipbuilding Equipment averaged 5.42% and Shipbuilding 3.64%, every stock up. Car Majors trailed with an average change of 1.24%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Construction Majors / Construction (Small & Mid Cap)new+10.6%10/10KH Construction
2Construction Equipmentrecurred after 2 days+8.2%5/5Yooshin Engineering
3Shipbuilding Equipmentrecurred after 35 days+5.4%3/3STX Engine
4Shipbuildingrecurred after 3 days+3.6%4/4Hanwha Ocean
5Car Majorsrecurred after 71 days+1.2%3/3Hyundai Motor

Theme by Theme

1. Construction Majors / Construction (Small & Mid Cap) (new)

StockChangeCloseLeader
Yooshin Engineering 054930+29.9%25,650
KH Construction 226360+24.0%10,131★
Heerim Architects & Planners 037440+17.6%8,870
KBI Dong Yang Steel Pipe 008970+8.4%2,044
Hanshin Construction 004960+7.0%13,000
HanmiGlobal 053690+6.3%11,800
Hyundai Engineering & Construction 000720+4.2%41,350
Daewoo Engineering & Construction 047040+4.1%5,840
Development Advance Solution 058730+3.2%5,880
DL E&c 375500+1.1%41,450

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2. Construction Equipment (recurred after 2 days)

StockChangeCloseLeader
Yooshin Engineering 054930+29.9%25,650★
HD Construction Equipment 267270+4.9%44,950
Jinsung T.e.c 036890+2.9%10,550
HD Hyundai Infracore 042670+2.6%5,440
Sambu Construction 001470+0.4%2,300

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3. Shipbuilding Equipment (recurred after 35 days)

StockChangeCloseLeader
Sejin Heavy Industries 075580+7.1%6,500
STX Engine 077970+5.5%14,500★
Hanwha Engine 082740+3.7%8,098

4. Shipbuilding (recurred after 3 days)

StockChangeCloseLeader
Hanwha Ocean 042660+5.5%21,322★
HD Hyundai Mipo 010620+4.2%91,100
Samsung Heavy Industries 010140+3.4%6,070
HD Hyundai Heavy Industries 329180+1.4%143,000

Related news

5. Car Majors (recurred after 71 days)

StockChangeCloseLeader
Hyundai Motor 005380+2.9%180,500★
Kia 000270+0.5%77,300
Hyundai Wia 011210+0.4%55,800

Closing Thoughts

Most of these themes were recurrences: Construction Equipment returned after a gap of 2 days, Shipbuilding after 3 and Car Majors after 71.

The new construction theme is a 1-day episode so far; news linked KH Construction to Ukraine reconstruction. Shipbuilding news cited Korea-Poland LNG hopes and record orders.