Dec 23: 2 Strong Themes — Ukraine Reconstruction (Related), Airlines & Low-Cost Carriers
2 strong themes — 1 running · 1 recurred. Top: Ukraine Reconstruction (Related) +2.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Ukraine Reconstruction (Related) | KH Construction | +3.20% | - |
| Airlines & Low-Cost Carriers | Tway Holdings Incorporation | +3.43% |
Two themes stood out in the Dec 23 session, and every stock in both closed higher. Ukraine Reconstruction (Related) led with an average change of 2.51%.
All 3 stocks in the theme rose, led by KH Construction at 3.2%. DAEMO Engineering gained 3.08% and Hyundai Everdigm added 1.25%. The theme came back after a gap of 2 days.
Airlines & Low-Cost Carriers extended its streak to 2 days with an average change of 1.82%. Tway Holdings Incorporation rose 3.43%, while Air Busan edged up 0.21%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction (Related) | recurred after 2 days | +2.5% | 3/3 | KH Construction |
| 2 | Airlines & Low-Cost Carriers | 2 days running | +1.8% | 2/2 | Tway Holdings Incorporation |
Theme by Theme
1. Ukraine Reconstruction (Related) (recurred after 2 days)
- Episode: started 2022-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KH Construction 226360 | +3.2% | 4,132 | ★ |
DAEMO Engineering 317850 | +3.1% | 13,400 | |
Hyundai Everdigm 041440 | +1.2% | 8,110 |
Related news
- KH건설, 약 40억원 규모 타법인 주식·출자증권 취득 결정 — 이데일리 (Korean)
2. Airlines & Low-Cost Carriers (2 days running)
- Episode: started 2022-12-22, day 7
Related news
- 中 리오프닝 기대감 유가·환율도 ‘우호적’…항공株 날아오를까 — 매일경제 (Korean)
Closing Thoughts
A Dec 23 headline tied airline stocks to hopes for China’s reopening and said oil prices and exchange rates were favourable. The next test is whether the Airlines & Low-Cost Carriers streak continues.
The Ukraine Reconstruction (Related) move came after a Dec 22 report that KH Construction would buy shares in another company. The next session will show whether the theme holds its gains.