Jul 22: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
8 strong themes — 3 running · 5 recurred. Top: Ukraine Reconstruction +16.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Ukraine Reconstruction | Hyundai Everdigm | +29.96% | |
| Construction Equipment | Hyundai Everdigm | +29.96% | |
| Beauty & Cosmetics | Icure Pharmaceutical Incorporation | +14.39% | |
| Inter-Korean Economic Cooperation | Sambu Construction | +13.33% | |
| Cybersecurity | SGA Solutions | +19.78% | |
| Cannabis | Icure Pharmaceutical Incorporation | +14.39% | |
| Shipbuilding Equipment | HD-Hyundai Marine Engine | +8.89% | |
| Nuclear | T. K | +6.97% |
Ukraine Reconstruction led the 2024-07-22 session with an average change of 16.03%, and all 10 of its stocks rose. Hyundai Everdigm topped the group at 29.96%.
Construction Equipment followed with an average change of 12.22%, and Hyundai Everdigm led this theme as well. DAEMO Engineering gained 29.93%, and all 9 stocks finished higher.
Cybersecurity came back after a gap of 118 days with an average change of 6.46%. SGA Solutions led the group at 19.78%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | recurred after 6 days | +16.0% | 10/10 | Hyundai Everdigm |
| 2 | Construction Equipment | recurred after 6 days | +12.2% | 9/9 | Hyundai Everdigm |
| 3 | Beauty & Cosmetics | 2 days running | +6.7% | 9/9 | Icure Pharmaceutical Incorporation |
| 4 | Inter-Korean Economic Cooperation | 2 days running | +6.7% | 10/10 | Sambu Construction |
| 5 | Cybersecurity | recurred after 118 days | +6.5% | 8/8 | SGA Solutions |
| 6 | Cannabis | 2 days running | +6.4% | 3/3 | Icure Pharmaceutical Incorporation |
| 7 | Shipbuilding Equipment | recurred after 5 days | +4.2% | 10/10 | HD-Hyundai Marine Engine |
| 8 | Nuclear | recurred after 4 days | +4.2% | 9/9 | T. K |
Theme by Theme
1. Ukraine Reconstruction (recurred after 6 days)
- Episode: started 2024-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Everdigm 041440 | +30.0% | 8,980 | ★ |
DAEMO Engineering 317850 | +29.9% | 11,980 | |
Heerim Architects & Planners 037440 | +17.6% | 7,150 | |
HD Construction Equipment 267270 | +15.9% | 68,500 | |
DASAN Networks 039560 | +15.1% | 3,705 | |
Sambu Construction 001470 | +13.3% | 1,879 | |
SG 255220 | +13.2% | 2,250 | |
SY Steel Tech 365330 | +9.6% | 4,520 | |
Haein 003010 | +8.6% | 6,200 | |
Yooshin Engineering 054930 | +7.1% | 30,850 |
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2. Construction Equipment (recurred after 6 days)
- Episode: started 2024-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Everdigm 041440 | +30.0% | 8,980 | ★ |
DAEMO Engineering 317850 | +29.9% | 11,980 | |
HD Construction Equipment 267270 | +15.9% | 68,500 | |
Haein 003010 | +8.6% | 6,200 | |
HD Hyundai Infracore 042670 | +6.9% | 8,340 | |
Seoyon Topmetal 019770 | +5.3% | 4,295 | |
Heungkuk Metaltech 010240 | +5.0% | 5,680 | |
Jinsung T.e.c 036890 | +4.5% | 9,860 | |
DY Power 210540 | +4.0% | 14,300 |
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3. Beauty & Cosmetics (2 days running)
- Episode: started 2024-07-19, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Icure Pharmaceutical Incorporation 175250 | +14.4% | 3,140 | ★ |
Amorepacific 090430 | +8.9% | 177,700 | |
CTK 260930 | +7.0% | 6,430 | |
Genome&Company 314130 | +6.7% | 10,030 | |
Aekyung Industrial 018250 | +6.4% | 21,200 | |
Hankook Cosmetics Manufacturing 003350 | +4.5% | 60,800 | |
Kolmar Korea 161890 | +4.5% | 60,800 | |
Daebonglsco 078140 | +4.5% | 15,490 | |
Byon 032980 | +3.6% | 1,250 |
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4. Inter-Korean Economic Cooperation (2 days running)
- Episode: started 2024-07-19, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Heerim Architects & Planners 037440 | +17.6% | 7,150 | |
Sambu Construction 001470 | +13.3% | 1,879 | ★ |
Namkwang Engineering & Construction 001260 | +8.2% | 7,150 | |
Ilshin Stone 007110 | +8.0% | 1,604 | |
Development Advance Solution 058730 | +6.3% | 3,360 | |
Dohwa Engineering 002150 | +4.2% | 7,880 | |
In the F 014990 | +4.2% | 1,001 | |
Speco 013810 | +2.4% | 3,160 | |
Yangjisa 030960 | +1.4% | 9,370 | |
Hyundai Engineering & Construction 000720 | +1.2% | 33,000 |
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- 김병환, 삼부토건 주가조작설에 “판단 일러”…두산 합병엔 “제도 점검” [종합] — 한국경제 (Korean)
- 금융위장 인청서도 ‘김건희’…김병환 “삼부토건 주가조작 판단 일러” — 한겨레 (Korean)
5. Cybersecurity (recurred after 118 days)
- Episode: started 2024-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SGA Solutions 184230 | +19.8% | 654 | ★ |
Monitorapp 434480 | +8.7% | 4,620 | |
Genians 263860 | +7.8% | 9,200 | |
T Scientific 057680 | +4.9% | 1,120 | |
CyberOne 356890 | +4.2% | 3,440 | |
Sands Lab 411080 | +3.1% | 8,040 | |
Ksign 192250 | +1.6% | 1,082 | |
Bellock 424760 | +1.6% | 1,409 |
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6. Cannabis (2 days running)
- Episode: started 2024-07-19, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Icure Pharmaceutical Incorporation 175250 | +14.4% | 3,140 | ★ |
Wooree Bio 082850 | +3.1% | 4,025 | |
Medicox 054180 | +1.7% | 701 |
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7. Shipbuilding Equipment (recurred after 5 days)
- Episode: started 2024-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD-Hyundai Marine Engine 071970 | +8.9% | 21,200 | ★ |
Sung Kwang Bend 014620 | +7.6% | 14,500 | |
T. K 023160 | +7.0% | 15,810 | |
Il Seung 333430 | +5.0% | 3,565 | |
Samyoung M-tek C0 054540 | +3.8% | 5,090 | |
Hy-lok 013030 | +2.6% | 27,350 | |
Hanwha Engine 082740 | +2.5% | 14,960 | |
Medicox 054180 | +1.7% | 701 | |
Hyundai HYMS 460930 | +1.6% | 15,040 | |
KSP 073010 | +1.6% | 4,145 |
8. Nuclear (recurred after 4 days)
- Episode: started 2024-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sung Kwang Bend 014620 | +7.6% | 14,500 | |
T. K 023160 | +7.0% | 15,810 | ★ |
KEPCO Plant Service & Engineering 051600 | +5.3% | 39,650 | |
Woori Technology, Incorporation 032820 | +4.8% | 2,505 | |
Samyoung M-tek C0 054540 | +3.8% | 5,090 | |
Korea Electronic Power Industrial Development 130660 | +3.6% | 16,830 | |
Hy-lok 013030 | +2.6% | 27,350 | |
Seojeon Electric Machinery 189860 | +1.6% | 6,300 | |
KEPCO Engineering & Construction Company 052690 | +1.4% | 74,400 |
Closing Thoughts
Beauty & Cosmetics and Inter-Korean Economic Cooperation each reached a streak of 2, with average changes of 6.71% and 6.69%. Same-day news linked the strength in cosmetics to expectations for second-quarter earnings.
Sambu Construction rose 13.33% on volume of 103124124 shares. Headlines quoted the nominee for financial regulator chair as saying it was too early to judge the stock manipulation claims.