Jun 19: 8 Strong Themes — Ukraine Reconstruction, Modular Housing
8 strong themes — 4 running · 4 recurred. Top: Ukraine Reconstruction +14.7%.
Strong themes8
Top change+14.7%
LeaderDYD
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 | DYD | +26.11% | |
| Modular Housing | NatureandEnvironment | +22.26% | |
| Defense & War | Speco | +11.04% | |
| AI & Robotics | Elensys | +18.25% | |
| Steel (Small & Mid Cap) | Kumkang Kind | +24.57% | |
| Hydrogen (Fuel Cells, Vehicles) | S Connect | +11.09% | |
| Wind | Speco | +11.04% | |
| Metals (Non-Ferrous) | PJ Metal | +15.38% |
Ukraine Reconstruction led the Jun 19 session with an average change of 14.66%, and all 8 of its stocks closed higher. Sambu Construction rose 29.91%, while leader DYD gained 26.11%.
Modular Housing came back after a 150-day gap with an average change of 9.92%. Kumkang Kind led the group’s gains at 24.57%, and theme leader NatureandEnvironment rose 22.26%.
Every theme in the data finished with all of its stocks up. Defense & War averaged 8.5%, and Hanwha Aerospace rose 17.55%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | 2 days running | +14.7% | 8/8 | DYD |
| 2 | Modular Housing | recurred after 150 days | +9.9% | 9/9 | NatureandEnvironment |
| 3 | Defense & War | recurred after 7 days | +8.5% | 10/10 | Speco |
| 4 | AI & Robotics | 2 days running | +7.3% | 10/10 | Elensys |
| 5 | Steel (Small & Mid Cap) | recurred after 32 days | +6.6% | 9/9 | Kumkang Kind |
| 6 | Hydrogen (Fuel Cells, Vehicles) | 2 days running | +5.7% | 10/10 | S Connect |
| 7 | Wind | 2 days running | +4.8% | 10/10 | Speco |
| 8 | Metals (Non-Ferrous) | recurred after 61 days | +4.0% | 10/10 | PJ Metal |
Theme by Theme
1. Ukraine Reconstruction (2 days running)
- Episode: started 2023-06-16, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +29.9% | 3,800 | |
DYD 219550 | +26.1% | 9,395 | ★ |
SY 109610 | +14.3% | 5,390 | |
Kukbo 001140 | +11.1% | 9,485 | |
Speco 013810 | +11.0% | 4,525 | |
Wellbiotec 010600 | +9.3% | 2,240 | |
Development Advance Solution 058730 | +8.9% | 4,960 | |
Firstec 010820 | +6.7% | 4,965 |
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2. Modular Housing (recurred after 150 days)
- Episode: started 2023-06-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumkang Kind 014280 | +24.6% | 7,200 | |
NatureandEnvironment 043910 | +22.3% | 13,180 | ★ |
SY 109610 | +14.3% | 5,390 | |
Bumyang Construction 002410 | +10.4% | 3,410 | |
Dukshinepc 090410 | +7.1% | 2,265 | |
KolonGlobal 003070 | +4.2% | 14,620 | |
Hanshin Construction 004960 | +3.7% | 8,620 | |
GS Engineering & Construction 006360 | +2.6% | 21,750 | |
Samsung C&T 028260 | +0.2% | 107,800 |
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3. Defense & War (recurred after 7 days)
- Episode: started 2023-06-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Aerospace 012450 | +17.6% | 139,861 | |
S Connect 096630 | +11.1% | 8,365 | |
Speco 013810 | +11.0% | 4,525 | ★ |
Hyundai-Rotem 064350 | +10.9% | 37,500 | |
Firstec 010820 | +6.7% | 4,965 | |
Hanwha 000880 | +6.3% | 31,850 | |
WaveElectronics 095270 | +6.3% | 7,380 | |
Korea Aerospace Industries 047810 | +6.1% | 57,300 | |
Poongsan 103140 | +4.6% | 43,550 | |
SNT Motiv 064960 | +4.3% | 29,257 |
4. AI & Robotics (2 days running)
- Episode: started 2023-06-16, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Elensys 264850 | +18.2% | 3,045 | ★ |
Hanwha Aerospace 012450 | +17.6% | 139,861 | |
Firstec 010820 | +6.7% | 4,965 | |
Curexo 060280 | +5.9% | 13,430 | |
Obzen 417860 | +5.2% | 39,200 | |
T-Robotics 117730 | +4.7% | 16,520 | |
Mobiis 250060 | +4.3% | 2,540 | |
RoboRobo 215100 | +4.1% | 5,640 | |
Pintel 291810 | +3.8% | 7,970 | |
Yujin Robot 056080 | +2.8% | 6,260 |
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5. Steel (Small & Mid Cap) (recurred after 32 days)
- Episode: started 2023-06-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumkang Kind 014280 | +24.6% | 7,200 | ★ |
Histeel 071090 | +9.0% | 4,605 | |
NI Steel 008260 | +8.5% | 7,520 | |
Keum Kang Steel 053260 | +4.3% | 7,050 | |
Moonbae Steel 008420 | +3.9% | 3,835 | |
Kyeong Nam Steel 039240 | +2.7% | 3,465 | |
Hanil Iron & Steel 002220 | +2.5% | 3,215 | |
SK oceanplant 100090 | +2.2% | 20,950 | |
Bookook Steel 026940 | +2.1% | 3,665 |
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6. Hydrogen (Fuel Cells, Vehicles) (2 days running)
- Episode: started 2023-06-16, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
S Connect 096630 | +11.1% | 8,365 | ★ |
Hyundai-Rotem 064350 | +10.9% | 37,500 | |
Daechang Solution 096350 | +6.0% | 3,105 | |
Woory Industrial 215360 | +5.3% | 19,480 | |
Bumhan Fuel Cell 382900 | +4.6% | 29,600 | |
SNT Motiv 064960 | +4.3% | 29,257 | |
HD-Hyundai Marine Engine 071970 | +3.9% | 6,870 | |
HS Hyosung Advanced Materials 298050 | +3.8% | 487,500 | |
Vina Tech 126340 | +3.5% | 65,480 | |
Kolon Industries 120110 | +3.4% | 45,650 |
7. Wind (2 days running)
- Episode: started 2023-06-16, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Speco 013810 | +11.0% | 4,525 | ★ |
Daechang Solution 096350 | +6.0% | 3,105 | |
CS Wind 112610 | +4.5% | 88,400 | |
KolonGlobal 003070 | +4.2% | 14,620 | |
Dae Myoung Energy 389260 | +4.2% | 25,000 | |
SK D&D 210980 | +4.0% | 12,668 | |
CS Bearing 297090 | +3.8% | 12,690 | |
Hyundai Engineering & Construction 000720 | +3.5% | 39,950 | |
Unison 018000 | +3.4% | 1,964 | |
KPF 024880 | +3.2% | 5,780 |
8. Metals (Non-Ferrous) (recurred after 61 days)
- Episode: started 2023-06-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PJ Metal 128660 | +15.4% | 5,590 | ★ |
Namsun Aluminium 008350 | +5.3% | 2,875 | |
Poongsan 103140 | +4.6% | 43,550 | |
Aluko 001780 | +3.6% | 3,625 | |
DI Dong Il 001530 | +2.7% | 20,433 | |
Seowon 021050 | +2.3% | 1,490 | |
Poongsan Holdings 005810 | +2.2% | 25,465 | |
Kukil Metal 060480 | +1.6% | 2,935 | |
Hyundai BNG Steel 004560 | +1.6% | 16,400 | |
Daechang 012800 | +1.2% | 1,461 |
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Closing Thoughts
Four themes are on a streak of 2: Ukraine Reconstruction, AI & Robotics, Hydrogen (Fuel Cells, Vehicles) and Wind. The next sessions will show whether these streaks continue.
Metals (Non-Ferrous) came back after a 61-day gap, and Steel (Small & Mid Cap) after 32 days. PJ Metal led its theme at 15.38% on news that it is entering battery recycling.