Dec 4: 8 Strong Themes — Corrugated Board / Paper, Education & E-Learning
8 strong themes — 1 running · 7 recurred. Top: Corrugated Board / Paper +13.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Corrugated Board / Paper | Shinpoong | +29.95% | |
| Education & E-Learning | YBM Net | +7.62% | |
| Political Ties (Lee Jae-myung) | Atec Mobility | +13.83% | |
| Cement & Ready-Mix Concrete | Ssangyongc&e | +10.20% | - |
| COVID (Negative-Pressure Wards & Ambulances) | SY | +11.24% | |
| Construction Majors | GS Engineering & Construction | +6.68% | |
| Steel Majors | Hyundai Steel Company | +7.69% | |
| Metals (Non-Ferrous) | Hwang Kum Steel & Technology | +7.94% |
On 2020-12-04, Corrugated Board / Paper led the board with an average change of 13.46%. All 5 of its stocks rose, and Shinpoong closed up 29.95%.
Daeyoung Packaging added 16.38% on volume of 261699393 shares. A same-day headline reported that the exchange asked Shinpoong to explain its price surge.
Education & E-Learning returned after a gap of 459 days with an average change of 7.96%. Cement & Ready-Mix Concrete was the only theme on a 2-day streak, led by Ssangyongc&e at 10.2%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Corrugated Board / Paper | recurred after 4 days | +13.5% | 5/5 | Shinpoong |
| 2 | Education & E-Learning | recurred after 459 days | +8.0% | 3/3 | YBM Net |
| 3 | Political Ties (Lee Jae-myung) | recurred after 112 days | +7.7% | 3/3 | Atec Mobility |
| 4 | Cement & Ready-Mix Concrete | 2 days running | +7.6% | 3/3 | Ssangyongc&e |
| 5 | COVID (Negative-Pressure Wards & Ambulances) | recurred after 8 days | +7.4% | 2/2 | SY |
| 6 | Construction Majors | recurred after 25 days | +6.9% | 3/3 | GS Engineering & Construction |
| 7 | Steel Majors | recurred after 18 days | +6.6% | 2/2 | Hyundai Steel Company |
| 8 | Metals (Non-Ferrous) | recurred after 135 days | +5.2% | 3/3 | Hwang Kum Steel & Technology |
Theme by Theme
1. Corrugated Board / Paper (recurred after 4 days)
- Episode: started 2020-12-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinpoong 002870 | +29.9% | 4,165 | ★ |
Daeyoung Packaging 014160 | +16.4% | 2,060 | |
Blue Industrial Development 006740 | +8.8% | 6,125 | |
Hankuk Package 037230 | +8.7% | 6,240 | |
Tailim Packaging 011280 | +3.4% | 6,930 |
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2. Education & E-Learning (recurred after 459 days)
- Episode: started 2020-12-04, day 4
3. Political Ties (Lee Jae-myung) (recurred after 112 days)
- Episode: started 2020-12-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Atec Mobility 224110 | +13.8% | 21,400 | ★ |
Atec 045660 | +4.6% | 31,800 | |
Intergis 129260 | +4.5% | 2,870 |
4. Cement & Ready-Mix Concrete (2 days running)
- Episode: started 2020-12-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ssangyongc&e 003410 | +10.2% | 6,700 | ★ |
Hanilcement 300720 | +7.9% | 10,900 | |
Hanil Hyundai Cement 006390 | +4.8% | 27,500 |
Related news
- 국토장관 바뀌자…건설·시멘트株 ‘뜀박질’ — 서울경제 (Korean)
- 쌍용양회, 시멘트 가격 상승ㆍ배당률 주목…4일 거래재개 시 매수기회-KTB투자증권 — 이투데이 (Korean)
5. COVID (Negative-Pressure Wards & Ambulances) (recurred after 8 days)
- Episode: started 2020-12-04, day 4
6. Construction Majors (recurred after 25 days)
- Episode: started 2020-12-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
IPARK Hyundai Development Company 294870 | +7.0% | 22,100 | |
Daewoo Engineering & Construction 047040 | +7.0% | 4,070 | |
GS Engineering & Construction 006360 | +6.7% | 34,350 | ★ |
Related news
- “무주택 3040세대 당첨 가능성↑”… GS건설, 이달 ‘위례자이 더 시티’ 분양 — 동아일보 (Korean)
7. Steel Majors (recurred after 18 days)
- Episode: started 2020-12-04, day 1
Related news
- 경제정상화 기대에 철강주 강세…현대제철 5.7%↑ — 머니투데이 (Korean)
- [장중수급포착] 현대제철, 외국인/기관 동시 순매수… 주가 +6.13% — 뉴스핌 (Korean)
- [리포트 브리핑]현대제철, ‘4Q20 Preview 완만한 마진 개선 지속’ 목표가 40,000원 - 유진투자증권 — 뉴스핌 (Korean)
8. Metals (Non-Ferrous) (recurred after 135 days)
- Episode: started 2020-12-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hwang Kum Steel & Technology 032560 | +7.9% | 6,841 | ★ |
Poongsan 103140 | +4.0% | 28,800 | |
Daechang 012800 | +3.7% | 1,400 |
Closing Thoughts
Construction Majors rose an average of 6.89% and Steel Majors rose 6.63%. The open question is whether these builder and materials themes last beyond a single session.
Political Ties (Lee Jae-myung) gained 7.66% on average, led by Atec Mobility at 13.83%. COVID (Negative-Pressure Wards & Ambulances) rose 7.41%, with SY up 11.24%.