Jul 25: 3 Strong Themes — Ukraine Reconstruction, Advertising
3 strong themes — 3 recurred. Top: Ukraine Reconstruction +10.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Ukraine Reconstruction | SG | +30.00% | |
| Advertising | PlayD | +28.45% | |
| Construction Equipment | Hyundai Everdigm | +1.55% |
On Jul 25, three themes closed with every member stock higher. Ukraine Reconstruction led with an average change of 9.96%, and all 9 of its stocks rose.
SG jumped 30.0% after reports of a site contract for an asphalt plant in Ukraine. Development Advance Solution rose 25.2% and DASAN Networks gained 17.02%.
Advertising averaged 8.9%, with all 10 stocks up. PlayD led at 28.45%, and headlines tied the move to the Tmon and WeMakePrice turmoil. Construction Equipment added just 0.95%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | recurred after 3 days | +10.0% | 9/9 | SG |
| 2 | Advertising | recurred after 8 days | +8.9% | 10/10 | PlayD |
| 3 | Construction Equipment | recurred after 3 days | +0.9% | 5/5 | Hyundai Everdigm |
Theme by Theme
1. Ukraine Reconstruction (recurred after 3 days)
- Episode: started 2024-07-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SG 255220 | +30.0% | 2,795 | ★ |
Development Advance Solution 058730 | +25.2% | 3,975 | |
DASAN Networks 039560 | +17.0% | 3,885 | |
SY Steel Tech 365330 | +4.5% | 4,400 | |
SY 109610 | +3.4% | 5,170 | |
Sambu Construction 001470 | +3.2% | 1,666 | |
Yooshin Engineering 054930 | +2.9% | 30,000 | |
Seoyon Topmetal 019770 | +1.9% | 4,105 | |
Hyundai Everdigm 041440 | +1.6% | 9,180 |
Related news
- [한경유레카 특징주] SG, 우크라이나 아스콘 공장 부지 계약 소식에 강세 — 한국경제 (Korean)
- [특징주] SG, 우크라 현지 아스콘 공장 부지 계약 소식에 ‘강세’ — 아주경제 (Korean)
- [특징주] SG, 최대 60년간 우크라이나 현지 아스콘 공장 부지 계약…“재건사업 즉시 투입” 소식에 강세 — 이투데이 (Korean)
2. Advertising (recurred after 8 days)
- Episode: started 2024-07-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PlayD 237820 | +28.4% | 7,270 | ★ |
Emnet 123570 | +12.8% | 3,265 | |
BK Holdings 050090 | +11.8% | 912 | |
Mobidays 363260 | +10.7% | 2,180 | |
NBT 236810 | +5.7% | 4,715 | |
YG PLUS 037270 | +5.1% | 3,180 | |
FSN 214270 | +4.6% | 2,180 | |
Gaeasoft 051160 | +4.1% | 10,430 | |
Wise birds 273060 | +3.7% | 1,160 | |
Oricom 010470 | +2.2% | 7,050 |
Related news
- [ET라씨로] 티몬·위메프 사태 반사이익?…네이버 검색광고 파트너 플레이디 강세 — 전자신문 (Korean)
- [장중수급포착] 플레이디, 외국인 6일 연속 순매수행진… 주가 +25.44% — 뉴스핌 (Korean)
3. Construction Equipment (recurred after 3 days)
- Episode: started 2024-07-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seoyon Topmetal 019770 | +1.9% | 4,105 | |
Hyundai Everdigm 041440 | +1.6% | 9,180 | ★ |
Dongil Metal 109860 | +0.7% | 9,090 | |
FreeMs 053160 | +0.5% | 9,450 | |
Haein 003010 | +0.2% | 5,900 |
Closing Thoughts
All three themes are recurrences after gaps of 3, 8 and 3 days, and each is on a 1-day streak. Whether Ukraine Reconstruction runs past one session will show in the next data.
Headlines said foreign investors had net bought PlayD for 6 straight days. Hyundai Everdigm leads Construction Equipment at 1.55% and also appears in Ukraine Reconstruction.