Feb 3: 5 Strong Themes — Cement & Ready-Mix Concrete, Car Majors / Auto Parts / EV / Autonomous Driving
5 strong themes — 3 recurred · 2 new. Top: Cement & Ready-Mix Concrete +12.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Cement & Ready-Mix Concrete | SAMPYO Cement | +16.92% | |
| Car Majors / Auto Parts / EV / Autonomous Driving | Hwashin | +24.17% | |
| Remodeling & Interiors | Joyworks& | +11.19% | |
| Construction Majors / Construction (Small & Mid Cap) | Sangji Construction | +8.02% | |
| Paint | Noroo Paint & Coatings | +4.73% |
On Feb 3, Cement & Ready-Mix Concrete led the strong themes with an average change of 12.9%. SAMPYO Cement rose 16.92%, and 2 of 3 stocks advanced.
The Car Majors / Auto Parts / EV / Autonomous Driving theme was the broadest, with all 9 stocks up and an average change of 10.99%. Hwashin led with a 24.17% gain.
Building-related themes also rose. Remodeling & Interiors had an average change of 8.57%, Construction Majors / Construction (Small & Mid Cap) 5.42% and Paint 4.72%. Paint returned after a 330-day gap.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Cement & Ready-Mix Concrete | recurred after 54 days | +12.9% | 2/3 | SAMPYO Cement |
| 2 | Car Majors / Auto Parts / EV / Autonomous Driving | new | +11.0% | 9/9 | Hwashin |
| 3 | Remodeling & Interiors | recurred after 15 days | +8.6% | 4/4 | Joyworks& |
| 4 | Construction Majors / Construction (Small & Mid Cap) | new | +5.4% | 6/6 | Sangji Construction |
| 5 | Paint | recurred after 330 days | +4.7% | 2/2 | Noroo Paint & Coatings |
Theme by Theme
1. Cement & Ready-Mix Concrete (recurred after 54 days)
- Episode: started 2021-02-03, day 2
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2. Car Majors / Auto Parts / EV / Autonomous Driving (new)
- Episode: started 2021-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hwashin 010690 | +24.2% | 5,960 | ★ |
Pha 043370 | +17.3% | 12,900 | |
Mcnex 097520 | +14.9% | 64,700 | |
HL Mando 204320 | +11.3% | 79,700 | |
L&F 066970 | +10.2% | 82,232 | |
Kia 000270 | +9.7% | 97,700 | |
Hyundai Glovis 086280 | +5.5% | 106,292 | |
Hyundai Mobis 012330 | +3.9% | 347,500 | |
Hyundai Motor 005380 | +2.1% | 245,500 |
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3. Remodeling & Interiors (recurred after 15 days)
- Episode: started 2021-02-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sammok S-form 018310 | +11.6% | 13,000 | |
Joyworks& 309930 | +11.2% | 3,477 | ★ |
Byuksan 007210 | +6.8% | 2,735 | |
Dongwha Enterprise 025900 | +4.7% | 25,153 |
4. Construction Majors / Construction (Small & Mid Cap) (new)
- Episode: started 2021-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sangji Construction 042940 | +8.0% | 44,145 | ★ |
Chinhung International 002780 | +7.2% | 2,845 | |
IPARK Hyundai Development Company 294870 | +6.2% | 31,000 | |
KolonGlobal 003070 | +4.1% | 18,265 | |
Hyundai Engineering & Construction 000720 | +3.7% | 43,638 | |
Samsung C&T 028260 | +3.4% | 136,500 |
5. Paint (recurred after 330 days)
- Episode: started 2021-02-03, day 2
Closing Thoughts
Cement & Ready-Mix Concrete, Remodeling & Interiors and Paint have episodes running through 2021-02-04. A Feb 3 headline linked SAMPYO Cement’s new high to hopes for more housing supply.
Both new themes, including Construction Majors / Construction (Small & Mid Cap), had 1-day episodes ending 2021-02-03. If either one shows up again, that will show whether the move continued.