Mar 15: 8 Strong Themes — Political Ties (Oh Se-hoon), Rare Earths & Rare Metals

March 15, 2021 · #Political Ties (Oh Se-hoon) #Rare Earths & Rare Metals #Market Kurly #Construction (Small & Mid Cap) #Travel / Airlines & Low-Cost Carriers / Duty Free #Shipbuilding Equipment #Construction Majors #Shipbuilding

8 strong themes — 1 running · 6 recurred · 1 new. Top: Political Ties (Oh Se-hoon) +14.1%.

Strong themes8 Top change+14.1% LeaderChin Yang Industry

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Oh Se-hoon)
+14.1%
Rare Earths & Rare Metals
+12.9%
Market Kurly
+9.6%
Construction (Small & Mid Cap)
+6.0%
Travel / Airlines & Low-Cost Carriers / Duty Free
+4.9%
Shipbuilding Equipment
+4.4%
Construction Majors
+4.3%
Shipbuilding
+4.0%

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 -
ThemeLeaderChangeTrend
Political Ties (Oh Se-hoon)Chin Yang Industry+25.66%
Rare Earths & Rare MetalsUnion+23.15%
Market KurlyKC Feed+29.98%
Construction (Small & Mid Cap)Ilsung Construction+5.58%
Travel / Airlines & Low-Cost Carriers / Duty FreeYellow Balloon Tour+5.77%
Shipbuilding EquipmentHanwha Engine+5.19%
Construction MajorsDaewoo Engineering & Construction+5.70%
ShipbuildingHD Hyundai Mipo+4.79%-

On 2021-03-15, eight themes closed higher, and every listed stock in each one rose. Political Ties (Oh Se-hoon) led with an average change of 14.11%.

Chin Yang Industry led that group with a gain of 25.66%. Rare Earths & Rare Metals came next at an average change of 12.9%, with Union up 23.15%.

Market Kurly was the only theme on a streak of 2, and all 7 of its stocks rose. KC Feed jumped 29.98%, the biggest move of the session.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Oh Se-hoon)recurred after 11 days+14.1%3/3Chin Yang Industry
2Rare Earths & Rare Metalsrecurred after 7 days+12.9%3/3Union
3Market Kurly2 days running+9.6%7/7KC Feed
4Construction (Small & Mid Cap)recurred after 558 days+6.0%2/2Ilsung Construction
5Travel / Airlines & Low-Cost Carriers / Duty Freenew+4.9%5/5Yellow Balloon Tour
6Shipbuilding Equipmentrecurred after 110 days+4.4%2/2Hanwha Engine
7Construction Majorsrecurred after 6 days+4.3%3/3Daewoo Engineering & Construction
8Shipbuildingrecurred after 6 days+4.0%3/3HD Hyundai Mipo

Theme by Theme

1. Political Ties (Oh Se-hoon) (recurred after 11 days)

StockChangeCloseLeader
Chin Yang Industry 003780+25.7%6,660★
Chinyang Chemical 051630+10.5%4,177
Chinhung International 002780+6.1%2,855

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2. Rare Earths & Rare Metals (recurred after 7 days)

StockChangeCloseLeader
Union 000910+23.1%9,150★
Union Materials 047400+8.3%4,305
Tplex 081150+7.2%4,150

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3. Market Kurly (2 days running)

StockChangeCloseLeader
KC Feed 025880+30.0%4,140★
Hyungkuk F&B 189980+13.3%5,080
DSC Investment 241520+10.9%6,100
Wooyang 103840+4.3%6,330
ECSTELECOMCo 067010+4.3%6,850
Mirae Asset Venture Investment 100790+2.8%8,350
Farmsco 036580+1.5%8,160

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4. Construction (Small & Mid Cap) (recurred after 558 days)

StockChangeCloseLeader
KUMHO Engineering & Construction 002990+6.4%9,420
Ilsung Construction 013360+5.6%1,325★

5. Travel / Airlines & Low-Cost Carriers / Duty Free (new)

StockChangeCloseLeader
Modetournetwork 080160+6.3%24,600
Yellow Balloon Tour 104620+5.8%8,575★
Jin Air 272450+5.0%20,231
Hotel Shilla 008770+4.1%87,200
AK Holdings 006840+3.3%29,650

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6. Shipbuilding Equipment (recurred after 110 days)

StockChangeCloseLeader
Hanwha Engine 082740+5.2%6,040★
Hankuk Carbon 017960+3.5%11,750

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7. Construction Majors (recurred after 6 days)

StockChangeCloseLeader
Daewoo Engineering & Construction 047040+5.7%6,300★
IPARK Hyundai Development Company 294870+4.0%28,500
GS Engineering & Construction 006360+3.3%40,350

8. Shipbuilding (recurred after 6 days)

StockChangeCloseLeader
HD Hyundai Mipo 010620+4.8%61,300★
HD Korea Shipbuilding & Offshore Engineering 009540+3.8%122,000
Samsung Heavy Industries 010140+3.4%6,287

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Closing Thoughts

Construction (Small & Mid Cap) returned after a gap of 558 days. Travel / Airlines & Low-Cost Carriers / Duty Free showed up as a new theme with an average change of 4.88%.

Shipbuilding rose 4.01%, Shipbuilding Equipment 4.36% and Construction Majors 4.35%. The next thing to watch is whether Market Kurly keeps its streak going past 2 days.