May 22: 8 Strong Themes — Ukraine Reconstruction, Food
8 strong themes — 1 running · 7 recurred. Top: Ukraine Reconstruction +11.9%.
Strong themes8
Top change+11.9%
LeaderSambu Construction
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Ukraine Reconstruction | Sambu Construction | +29.97% | |
| Food | Wooyang | +12.31% | |
| Beauty & Cosmetics | DYD | +29.93% | |
| Battery | V-one Tech | +5.38% | |
| Space & Aerospace | Isupetasys | +7.26% | |
| Shipbuilding | HD Korea Shipbuilding & Offshore Engineering | +6.41% | |
| Pharma | Kyongbo Pharmaceutical | +7.33% | |
| Mobile Games | Actoz Soft | +5.84% |
On 2023-05-22, Ukraine Reconstruction led the strong themes with an average change of 11.9%. All 8 of its stocks rose, and the theme stretched its streak to 4 sessions.
Sambu Construction led the theme with a 29.97% gain, and DYD rose 29.93% while also leading Beauty & Cosmetics. Food came next with an average change of 6.79%, and all 9 of its stocks rose.
Gains reached every stock in every theme on the list. Battery averaged 5.71%, Space & Aerospace 4.62% and Shipbuilding 4.55%, with the Shipbuilding move drawing press coverage of rising ship prices.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | 4 days running | +11.9% | 8/8 | Sambu Construction |
| 2 | Food | recurred after 6 days | +6.8% | 9/9 | Wooyang |
| 3 | Beauty & Cosmetics | recurred after 12 days | +6.5% | 10/10 | DYD |
| 4 | Battery | recurred after 5 days | +5.7% | 8/8 | V-one Tech |
| 5 | Space & Aerospace | recurred after 4 days | +4.6% | 9/9 | Isupetasys |
| 6 | Shipbuilding | recurred after 13 days | +4.5% | 4/4 | HD Korea Shipbuilding & Offshore Engineering |
| 7 | Pharma | recurred after 5 days | +3.5% | 10/10 | Kyongbo Pharmaceutical |
| 8 | Mobile Games | recurred after 24 days | +3.2% | 7/7 | Actoz Soft |
Theme by Theme
1. Ukraine Reconstruction (4 days running)
- Episode: started 2023-05-17, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +30.0% | 1,496 | ★ |
DYD 219550 | +29.9% | 7,380 | |
SY 109610 | +15.1% | 3,840 | |
DAEMO Engineering 317850 | +5.6% | 16,570 | |
Seoam Machinery Industry 100660 | +5.3% | 6,130 | |
Firstec 010820 | +3.7% | 4,870 | |
Hyundai Everdigm 041440 | +2.8% | 8,430 | |
DRB Industrial 163560 | +2.7% | 6,830 |
Related news
- [특징주]디케이락, 정부 1200조 우크라이나 재건에 ‘K-개발’…수혜주 부각↑ — 아시아경제 (Korean)
- [특징주] 웰바이오텍, 우크라이나 재건 사업 참여에 강세 — 이투데이 (Korean)
- [특징주] 중앙디앤엠, 1200조원 규모 우크라이나 재건사업 기대감↑ — 파이낸셜뉴스 (Korean)
2. Food (recurred after 6 days)
- Episode: started 2023-05-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Milae Bioresources 218150 | +15.2% | 7,120 | |
Wooyang 103840 | +12.3% | 3,375 | ★ |
Maniker F&G 195500 | +6.7% | 3,985 | |
TS 001790 | +5.9% | 3,565 | |
Foodnamoo 290720 | +5.2% | 8,490 | |
Mcnulty Korea 222980 | +4.8% | 5,470 | |
Hyungkuk F&B 189980 | +3.9% | 2,965 | |
Neo Cremar 311390 | +3.7% | 8,630 | |
Binggrae 005180 | +3.4% | 50,200 |
3. Beauty & Cosmetics (recurred after 12 days)
- Episode: started 2023-05-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
DYD 219550 | +29.9% | 7,380 | ★ |
Globon 019660 | +14.3% | 5,644 | |
Icure Pharmaceutical Incorporation 175250 | +3.2% | 3,340 | |
Englewood Lab 950140 | +2.9% | 7,820 | |
NFC 265740 | +2.6% | 4,520 | |
Bonne 226340 | +2.5% | 7,100 | |
Kukje Pharma 002720 | +2.4% | 4,450 | |
CTK 260930 | +2.4% | 6,040 | |
Sunjin Beauty Science 086710 | +2.3% | 8,520 | |
Osangjaiel 053980 | +2.3% | 5,492 |
Related news
- [급등락주 짚어보기] 삼부토건·디와이디·웰바이오텍, 우크라 재건 포럼에 ‘상한가’ — 이투데이 (Korean)
- [장중수급포착] 디와이디, 외국인 48.49만 주 대량 순매수… 주가 +21.57% — 뉴스핌 (Korean)
4. Battery (recurred after 5 days)
- Episode: started 2023-05-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecopro 086520 | +6.6% | 111,247 | |
Lemon 294140 | +6.3% | 12,746 | |
W-scope Chungju Plant 393890 | +6.1% | 49,750 | |
L&F 066970 | +5.9% | 251,000 | |
Aluko 001780 | +5.8% | 3,585 | |
V-one Tech 251630 | +5.4% | 10,960 | ★ |
SK ie technology 361610 | +5.2% | 86,700 | |
Hannong Chemicals 011500 | +4.5% | 17,250 |
5. Space & Aerospace (recurred after 4 days)
- Episode: started 2023-05-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Isupetasys 007660 | +7.3% | 10,785 | ★ |
Hanwha 000880 | +6.9% | 30,800 | |
Fiberpro 368770 | +5.7% | 4,065 | |
SuNAM 294630 | +4.9% | 3,525 | |
Hanwha Aerospace 012450 | +3.8% | 113,070 | |
Firstec 010820 | +3.7% | 4,870 | |
Genohco 361390 | +3.7% | 23,850 | |
SatrecInitiative 099320 | +2.9% | 38,850 | |
Intellian Technologies 189300 | +2.5% | 74,252 |
Related news
- [장중수급포착] 이수페타시스, 외국인 79.14만 주 대량 순매수… 주가 +11.41% — 뉴스핌 (Korean)
6. Shipbuilding (recurred after 13 days)
- Episode: started 2023-05-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +6.4% | 96,300 | ★ |
HD Hyundai Heavy Industries 329180 | +5.5% | 119,100 | |
Samsung Heavy Industries 010140 | +4.6% | 5,940 | |
HJ Shipbuilding & Construction 097230 | +1.7% | 3,810 |
Related news
- 코스피, 기관·외인 매수세 힘입어 2550선 안착…조선株 ‘강세’ — 한국경제 (Korean)
- ‘훈풍’ 분 조선주 일제히 강세…“선가 오르고 수주 늘었다” — 머니투데이 (Korean)
- “선가 계속 오른다” 증권가 호평에 조선주 강세 — 매일경제 (Korean)
7. Pharma (recurred after 5 days)
- Episode: started 2023-05-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kyongbo Pharmaceutical 214390 | +7.3% | 5,694 | ★ |
Prestige BioPharma 950210 | +4.2% | 10,100 | |
Icure Pharmaceutical Incorporation 175250 | +3.2% | 3,340 | |
Kwangdong Pharmaceutical 009290 | +3.1% | 6,560 | |
Jeil Pharmaceutical 271980 | +3.1% | 19,740 | |
ST Pharm 237690 | +3.0% | 87,800 | |
Shinpoong Pharmaceutical 019170 | +2.9% | 17,500 | |
Celltrion Pharm 068760 | +2.9% | 78,424 | |
Kukje Pharma 002720 | +2.4% | 4,450 | |
Telcon RF Pharmaceutical 200230 | +2.3% | 24,499 |
8. Mobile Games (recurred after 24 days)
- Episode: started 2023-05-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Actoz Soft 052790 | +5.8% | 6,890 | ★ |
Valofe 331520 | +4.6% | 6,285 | |
Neowiz 095660 | +3.2% | 45,600 | |
Netmarble 251270 | +2.4% | 60,000 | |
Playwith Korea 023770 | +2.3% | 7,190 | |
ESTsoft 047560 | +2.1% | 12,100 | |
Mobirix 348030 | +2.1% | 10,770 |
Closing Thoughts
The next question is whether Ukraine Reconstruction can extend its 4-day streak. Its current episode runs from 2023-05-17 to 2023-05-22, and news flow tied to reconstruction projects was still active on the day.
Every other theme came back after a break, including Mobile Games after 24 days and Shipbuilding after 13. Whether they last a second session will show how broad this rotation really is.