Nov 6: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
8 strong themes — 2 running · 6 recurred. Top: Ukraine Reconstruction +19.8%.
Strong themes8
Top change+19.8%
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 | +30.00% | |
| Construction Equipment | Hyundai Everdigm | +23.60% | |
| Inter-Korean Economic Cooperation | Sambu Construction | +30.00% | |
| ChatGPT & AI Chatbots | Konan Technology Incorporation | +16.06% | |
| Railways | Busan Industrial | +9.46% | |
| AI & Robotics | Konan Technology Incorporation | +16.06% | |
| Crypto & Bitcoin | GalaxiaMoneytree | +23.27% | |
| Nuclear | G2Power | +17.01% |
On Nov 6, Ukraine Reconstruction led all themes with an average change of 19.75%, and all 10 of its stocks rose. News coverage linked the rally to Trump’s return to power.
Sambu Construction closed up 30.0% and led both Ukraine Reconstruction and Inter-Korean Economic Cooperation. The latter also ran for 2 days, with an average change of 11.68%.
Every listed stock in all eight themes closed higher. Construction Equipment came back after a 26-day gap with an average change of 11.73%, led by Hyundai Everdigm.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | 2 days running | +19.8% | 10/10 | Sambu Construction |
| 2 | Construction Equipment | recurred after 26 days | +11.7% | 10/10 | Hyundai Everdigm |
| 3 | Inter-Korean Economic Cooperation | 2 days running | +11.7% | 10/10 | Sambu Construction |
| 4 | ChatGPT & AI Chatbots | recurred after 7 days | +8.9% | 9/9 | Konan Technology Incorporation |
| 5 | Railways | recurred after 142 days | +8.0% | 9/9 | Busan Industrial |
| 6 | AI & Robotics | recurred after 26 days | +7.8% | 10/10 | Konan Technology Incorporation |
| 7 | Crypto & Bitcoin | recurred after 8 days | +7.4% | 10/10 | GalaxiaMoneytree |
| 8 | Nuclear | recurred after 5 days | +7.1% | 10/10 | G2Power |
Theme by Theme
1. Ukraine Reconstruction (2 days running)
- Episode: started 2024-11-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +30.0% | 702 | ★ |
SY Steel Tech 365330 | +29.8% | 6,140 | |
SG 255220 | +29.2% | 3,140 | |
Hyundai Everdigm 041440 | +23.6% | 9,900 | |
DAEMO Engineering 317850 | +18.4% | 10,870 | |
HD Construction Equipment 267270 | +17.4% | 59,400 | |
SY 109610 | +14.1% | 4,420 | |
DASAN Networks 039560 | +12.1% | 3,660 | |
Development Advance Solution 058730 | +11.9% | 3,580 | |
Polaris AI 039980 | +11.0% | 2,575 |
Related news
- [트럼프 재집권] 우크라이나 재건株 ‘에스와이틸텍’ 상한가…남북경협·희토류 관련주 ‘강세’ — 뉴스핌 (Korean)
2. Construction Equipment (recurred after 26 days)
- Episode: started 2024-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Everdigm 041440 | +23.6% | 9,900 | ★ |
DAEMO Engineering 317850 | +18.4% | 10,870 | |
HD Construction Equipment 267270 | +17.4% | 59,400 | |
Junjin Construction & Robot 079900 | +17.3% | 25,750 | |
HD Hyundai Infracore 042670 | +10.2% | 7,420 | |
Jinsung T.e.c 036890 | +7.5% | 9,200 | |
Doosan Bobcat 241560 | +6.8% | 40,350 | |
DY Power 210540 | +5.7% | 12,890 | |
Haein 003010 | +5.4% | 5,200 | |
Daechang Forging 015230 | +5.0% | 5,260 |
3. Inter-Korean Economic Cooperation (2 days running)
- Episode: started 2024-11-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +30.0% | 702 | ★ |
Ilshin Stone 007110 | +25.6% | 1,728 | |
Namkwang Engineering & Construction 001260 | +12.6% | 7,050 | |
In the F 014990 | +12.3% | 784 | |
Development Advance Solution 058730 | +11.9% | 3,580 | |
Heerim Architects & Planners 037440 | +6.3% | 5,030 | |
Dohwa Engineering 002150 | +5.4% | 6,980 | |
Shinwon 009270 | +5.3% | 1,294 | |
Hyundai Elevator 017800 | +3.8% | 47,400 | |
J.estina 026040 | +3.5% | 1,856 |
Related news
- [트럼프 재집권] 우크라이나 재건株 ‘에스와이틸텍’ 상한가…남북경협·희토류 관련주 ‘강세’ — 뉴스핌 (Korean)
4. ChatGPT & AI Chatbots (recurred after 7 days)
- Episode: started 2024-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Saltlux 304100 | +21.8% | 20,250 | |
Konan Technology Incorporation 402030 | +16.1% | 18,570 | ★ |
Maum.ai 377480 | +11.3% | 12,150 | |
Polaris AI 039980 | +11.0% | 2,575 | |
Flitto 300080 | +6.6% | 16,420 | |
Polaris Office 041020 | +3.7% | 5,320 | |
ESTsoft 047560 | +3.7% | 13,540 | |
BRIDGETECCorp 064480 | +3.7% | 5,350 | |
InfoBank 039290 | +2.1% | 6,170 |
Related news
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- [특징주] 코난테크놀로지, 국방 AI 과제 수행자 선정 소식에 상한가 — 아주경제 (Korean)
5. Railways (recurred after 142 days)
- Episode: started 2024-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Namkwang Engineering & Construction 001260 | +12.6% | 7,050 | |
Polaris AI 039980 | +11.0% | 2,575 | |
Busan Industrial 011390 | +9.5% | 61,300 | ★ |
Yooshin Engineering 054930 | +8.8% | 24,800 | |
Daea Ti 045390 | +8.5% | 2,865 | |
Woori Technology, Incorporation 032820 | +5.9% | 2,340 | |
Dohwa Engineering 002150 | +5.4% | 6,980 | |
Woorim Power Train Solution 101170 | +5.4% | 5,620 | |
Seoam Machinery Industry 100660 | +4.5% | 4,020 |
6. AI & Robotics (recurred after 26 days)
- Episode: started 2024-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Saltlux 304100 | +21.8% | 20,250 | |
Konan Technology Incorporation 402030 | +16.1% | 18,570 | ★ |
Maum.ai 377480 | +11.3% | 12,150 | |
Hanwha Aerospace 012450 | +7.0% | 387,500 | |
Emro 058970 | +6.0% | 58,200 | |
Firstec 010820 | +5.7% | 3,265 | |
CrowdWorks 355390 | +4.2% | 11,570 | |
Innodep 303530 | +3.5% | 7,660 | |
Obzen 417860 | +1.1% | 9,970 | |
Alchera 347860 | +0.9% | 2,300 |
Related news
- [오늘의 특징주] 코난테크놀로지, 장 초반에’상한가’…AI파일럿 무인기 개발 과제 선정 호재 작용 — 남도일보 (Korean)
- [특징주] 코난테크놀로지, 국방 AI 과제 수행자 선정 소식에 상한가 — 아주경제 (Korean)
7. Crypto & Bitcoin (recurred after 8 days)
- Episode: started 2024-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GalaxiaMoneytree 094480 | +23.3% | 9,800 | ★ |
T Scientific 057680 | +16.2% | 1,190 | |
Woori Technology Investment 041190 | +9.1% | 10,000 | |
Wemade 112040 | +6.0% | 42,500 | |
Hanwha Investment&securities 003530 | +5.6% | 3,600 | |
KPM Tech 042040 | +5.5% | 325 | |
Wizit 036090 | +3.9% | 767 | |
Atinum Investment 021080 | +2.6% | 2,585 | |
Danal 064260 | +1.3% | 3,185 | |
SGA Solutions 184230 | +1.0% | 510 |
Related news
- [자막뉴스] 트럼프 “미국 가상화폐 수도로 만들 것”…비트코인 가격 상승 — YTN (Korean)
8. Nuclear (recurred after 5 days)
- Episode: started 2024-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
G2Power 388050 | +17.0% | 8,530 | ★ |
Sung Kwang Bend 014620 | +8.9% | 14,170 | |
SNTEnergy 100840 | +7.5% | 14,200 | |
Bhi 083650 | +7.0% | 11,900 | |
Woori Technology, Incorporation 032820 | +5.9% | 2,340 | |
Tplex 081150 | +5.9% | 3,245 | |
WOOJIN Ntec 457550 | +5.8% | 22,650 | |
T. K 023160 | +4.8% | 13,340 | |
Soosan Industries 126720 | +4.0% | 23,200 | |
Hyosung Heavy Industries 298040 | +4.0% | 468,000 |
Closing Thoughts
The next question is whether Ukraine Reconstruction and Inter-Korean Economic Cooperation can extend their 2-day streaks. On Nov 6, the same Trump-related headline covered both themes.
Two one-day themes also stood out. Crypto & Bitcoin rose an average of 7.44%, and Railways came back after a 142-day gap. The coming sessions will show whether either move repeats.