Jul 16: 8 Strong Themes — Ukraine Reconstruction, Shipbuilding Equipment
8 strong themes — 6 running · 2 recurred. Top: Ukraine Reconstruction +10.5%.
Strong themes8
Top change+10.5%
LeaderSY Steel Tech
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 | SY Steel Tech | +27.65% | |
| Shipbuilding Equipment | HD-Hyundai Marine Engine | +9.27% | |
| Pipe Fittings & Valves | Sung Kwang Bend | +15.21% | |
| Inter-Korean Economic Cooperation | In the F | +5.11% | |
| Crypto & Bitcoin | GalaxiaMoneytree | +25.44% | |
| Construction Equipment | HD Construction Equipment | +11.07% | |
| Shipbuilding | HD Korea Shipbuilding & Offshore Engineering | +5.63% | |
| Defense & War | Kencoa Aerospace | +2.99% |
All strong themes on 2024-07-16 saw every member stock rise. Ukraine Reconstruction led with an average change of 10.46%, as SY Steel Tech jumped 27.65%.
Shipbuilding Equipment posted an average change of 6.84%, with Sung Kwang Bend up 15.21%. Headlines that day linked HD Hyundai Group shares to the STX Heavy Industries acquisition approval.
Pipe Fittings & Valves returned after a 26-day gap with an average change of 6.27%. Crypto & Bitcoin rose 4.15% on average, with GalaxiaMoneytree up 25.44%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | 2 days running | +10.5% | 9/9 | SY Steel Tech |
| 2 | Shipbuilding Equipment | 2 days running | +6.8% | 10/10 | HD-Hyundai Marine Engine |
| 3 | Pipe Fittings & Valves | recurred after 26 days | +6.3% | 7/7 | Sung Kwang Bend |
| 4 | Inter-Korean Economic Cooperation | 2 days running | +4.6% | 10/10 | In the F |
| 5 | Crypto & Bitcoin | 2 days running | +4.2% | 10/10 | GalaxiaMoneytree |
| 6 | Construction Equipment | recurred after 50 days | +4.0% | 9/9 | HD Construction Equipment |
| 7 | Shipbuilding | 2 days running | +3.7% | 5/5 | HD Korea Shipbuilding & Offshore Engineering |
| 8 | Defense & War | 2 days running | +3.2% | 9/9 | Kencoa Aerospace |
Theme by Theme
1. Ukraine Reconstruction (2 days running)
- Episode: started 2024-07-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SY Steel Tech 365330 | +27.6% | 4,155 | ★ |
Polaris AI 039980 | +16.0% | 2,935 | |
Sambu Construction 001470 | +15.8% | 1,722 | |
HD Construction Equipment 267270 | +11.1% | 64,200 | |
TYM 002900 | +8.4% | 4,580 | |
Haein 003010 | +4.6% | 5,920 | |
HD Hyundai Infracore 042670 | +3.7% | 8,380 | |
Yooshin Engineering 054930 | +3.5% | 29,400 | |
Seoam Machinery Industry 100660 | +3.4% | 4,755 |
2. Shipbuilding Equipment (2 days running)
- Episode: started 2024-07-15, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Sung Kwang Bend 014620 | +15.2% | 13,330 | |
HD-Hyundai Marine Engine 071970 | +9.3% | 19,100 | ★ |
T. K 023160 | +8.7% | 14,530 | |
Oriental Precision & Engineering 014940 | +6.2% | 4,130 | |
Samyoung M-tek C0 054540 | +5.8% | 4,980 | |
Dongsung Finetec 033500 | +5.2% | 12,850 | |
KS Industry 101000 | +5.0% | 2,830 | |
Cape Industries 064820 | +4.6% | 5,710 | |
Hy-lok 013030 | +4.3% | 27,650 | |
Sejin Heavy Industries 075580 | +4.1% | 10,640 |
Related news
- HD현대그룹株, STX중공업 인수 승인에 동반 강세 — 한국경제 (Korean)
- [특징주]STX중공업 품는 HD현대, 6% 오르며 52주 신고가 — 이데일리 (Korean)
- [리포트 브리핑]STX중공업, ‘조건부 승인 결정’ Not Rated - 메리츠증권 — 뉴스핌 (Korean)
3. Pipe Fittings & Valves (recurred after 26 days)
- Episode: started 2024-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sung Kwang Bend 014620 | +15.2% | 13,330 | ★ |
Hansun Engineering 452280 | +9.2% | 10,300 | |
T. K 023160 | +8.7% | 14,530 | |
Hy-lok 013030 | +4.3% | 27,650 | |
DK-Lok 105740 | +3.4% | 8,890 | |
BMTCo 086670 | +1.6% | 12,360 | |
KSP 073010 | +1.5% | 4,415 |
Related news
- [특징주]성광벤드, 200억 규모 자사주 취득에 강세 — 이데일리 (Korean)
- [리포트 브리핑]성광벤드, ‘주주가치제고 위한 자기주식 6.0% 취득을 결정’ Not Rated - 메리츠증권 — 뉴스핌 (Korean)
4. Inter-Korean Economic Cooperation (2 days running)
- Episode: started 2024-07-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +15.8% | 1,722 | |
Hyundai Elevator 017800 | +9.1% | 47,950 | |
In the F 014990 | +5.1% | 741 | ★ |
Heerim Architects & Planners 037440 | +4.1% | 6,370 | |
Namkwang Engineering & Construction 001260 | +3.0% | 6,440 | |
Jahwa Electronics 033240 | +2.7% | 24,900 | |
Chobi 001550 | +2.1% | 12,830 | |
Korea Petroleum Industries Company 004090 | +1.9% | 17,130 | |
J.estina 026040 | +1.3% | 1,989 | |
Nam Hwa Construction Company 091590 | +1.2% | 4,205 |
5. Crypto & Bitcoin (2 days running)
- Episode: started 2024-07-15, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
GalaxiaMoneytree 094480 | +25.4% | 7,890 | ★ |
KPM Tech 042040 | +4.5% | 345 | |
Woori Technology Investment 041190 | +3.9% | 8,830 | |
Danal 064260 | +2.4% | 4,000 | |
Wizit 036090 | +1.5% | 733 | |
SBI Investment KOREA 019550 | +1.1% | 999 | |
Nuon 123840 | +1.0% | 302 | |
Atinum Investment 021080 | +0.7% | 2,710 | |
FSN 214270 | +0.5% | 1,980 | |
SGA Solutions 184230 | +0.3% | 582 |
Related news
- [특징주]가상화폐 관련주 강세…‘트럼프 대세론’에 비트코인 급등 영향 — 이데일리 (Korean)
- 비트코인 급등에 국내 가상화폐 관련주 ‘들썩’ — 강원도민일보 (Korean)
6. Construction Equipment (recurred after 50 days)
- Episode: started 2024-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Construction Equipment 267270 | +11.1% | 64,200 | ★ |
Daechang Forging 015230 | +6.1% | 5,710 | |
Haein 003010 | +4.6% | 5,920 | |
HD Hyundai Infracore 042670 | +3.7% | 8,380 | |
DAEMO Engineering 317850 | +3.2% | 9,530 | |
Jinsung T.e.c 036890 | +3.1% | 9,630 | |
DY Power 210540 | +1.7% | 14,040 | |
Heungkuk Metaltech 010240 | +1.6% | 5,540 | |
DaedongMetal 020400 | +0.9% | 7,890 |
7. Shipbuilding (2 days running)
- Episode: started 2024-07-15, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +5.6% | 178,300 | ★ |
HD Hyundai Heavy Industries 329180 | +4.7% | 167,500 | |
HD Hyundai Mipo 010620 | +3.6% | 102,700 | |
Samsung Heavy Industries 010140 | +3.4% | 10,280 | |
Hanwha Ocean 042660 | +1.3% | 30,500 |
8. Defense & War (2 days running)
- Episode: started 2024-07-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +5.6% | 178,300 | |
Haein 003010 | +4.6% | 5,920 | |
Hanwha Systems 272210 | +4.2% | 20,150 | |
Kencoa Aerospace 274090 | +3.0% | 11,040 | ★ |
SNT Dynamics 003570 | +2.7% | 21,200 | |
Genohco 361390 | +2.7% | 16,610 | |
Kia 000270 | +2.4% | 122,900 | |
STX Engine 077970 | +2.2% | 16,980 | |
Firstec 010820 | +1.7% | 3,250 |
Closing Thoughts
Ukraine Reconstruction and Inter-Korean Economic Cooperation both reached a 2-day streak, and both include Sambu Construction, which rose 15.8%. The next test is whether that run continues past Jul 16.
Shipbuilding and Crypto & Bitcoin episodes run to 2024-07-17. Construction Equipment returned after a 50-day gap, led by HD Construction Equipment at 11.07%.