Mar 26: 8 Strong Themes — Cement & Ready-Mix Concrete, Integrated Logistics
8 strong themes — 7 recurred · 1 new. Top: Cement & Ready-Mix Concrete +17.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Cement & Ready-Mix Concrete | HC BoKwang Industry | +29.91% | |
| Integrated Logistics | Taewoong Logistics | +30.01% | |
| Shipbuilding / Shipbuilding Equipment | Daechang Solution | +8.97% | |
| Shipping | HMM | +15.96% | |
| Space & Aerospace | Kencoa Aerospace | +10.14% | |
| Remodeling & Interiors | Hanssem | +7.04% | |
| Sputnik V | Ehwa Technologies Information | +8.55% | - |
| Market Kurly | Hyungkuk F&B | +4.30% |
On Mar 26, Cement & Ready-Mix Concrete led the board with an average change of 17.91%. Both of its stocks rose, led by HC BoKwang Industry at 29.91%.
Integrated Logistics followed at an average change of 11.68%, with Taewoong Logistics up 30.01%. Shipping also rose, as HMM gained 15.96%.
Breadth was full across the list: all 7 stocks in Shipbuilding / Shipbuilding Equipment rose, for an average change of 8.59%. Sputnik V appeared as a new theme, with all 6 stocks higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Cement & Ready-Mix Concrete | recurred after 50 days | +17.9% | 2/2 | HC BoKwang Industry |
| 2 | Integrated Logistics | recurred after 39 days | +11.7% | 4/4 | Taewoong Logistics |
| 3 | Shipbuilding / Shipbuilding Equipment | recurred after 46 days | +8.6% | 7/7 | Daechang Solution |
| 4 | Shipping | recurred after 8 days | +7.3% | 4/4 | HMM |
| 5 | Space & Aerospace | recurred after 36 days | +5.1% | 5/5 | Kencoa Aerospace |
| 6 | Remodeling & Interiors | recurred after 50 days | +5.1% | 3/3 | Hanssem |
| 7 | Sputnik V | new | +4.5% | 6/6 | Ehwa Technologies Information |
| 8 | Market Kurly | recurred after 11 days | +4.0% | 3/3 | Hyungkuk F&B |
Theme by Theme
1. Cement & Ready-Mix Concrete (recurred after 50 days)
- Episode: started 2021-03-26, day 1
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2. Integrated Logistics (recurred after 39 days)
- Episode: started 2021-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taewoong Logistics 124560 | +30.0% | 3,687 | ★ |
SG&G 040610 | +6.8% | 5,480 | |
Hansol Logistics 009180 | +6.2% | 3,490 | |
CJ Logistics 000120 | +3.6% | 185,000 |
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3. Shipbuilding / Shipbuilding Equipment (recurred after 46 days)
- Episode: started 2021-03-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +11.4% | 132,000 | |
HD Hyundai Mipo 010620 | +10.2% | 63,700 | |
Medicox 054180 | +9.2% | 111,330 | |
Daechang Solution 096350 | +9.0% | 2,370 | ★ |
HD Hyundai 267250 | +7.4% | 58,200 | |
Hanwha Ocean 042660 | +7.0% | 25,275 | |
Samsung Heavy Industries 010140 | +6.0% | 6,834 |
4. Shipping (recurred after 8 days)
- Episode: started 2021-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HMM 011200 | +16.0% | 34,150 | ★ |
Korea Line 005880 | +5.8% | 3,494 | |
Pan Ocean 028670 | +4.1% | 6,830 | |
KSS Line 044450 | +3.2% | 11,250 |
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5. Space & Aerospace (recurred after 36 days)
- Episode: started 2021-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +10.1% | 15,200 | ★ |
Firstec 010820 | +8.0% | 2,645 | |
Hanyang Eng 045100 | +2.8% | 18,150 | |
Korea Aerospace Industries 047810 | +2.5% | 37,400 | |
Hanwha Aerospace 012450 | +2.3% | 40,746 |
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6. Remodeling & Interiors (recurred after 50 days)
- Episode: started 2021-03-26, day 1
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- [장중수급포착] 한샘, 외국인/기관 동시 순매수… 주가 +5.16% — 뉴스핌 (Korean)
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7. Sputnik V (new)
- Episode: started 2021-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ehwa Technologies Information 024810 | +8.6% | 1,777 | ★ |
Binex 053030 | +7.5% | 19,250 | |
ISU Abxis 086890 | +4.5% | 10,000 | |
Humedix 200670 | +2.7% | 24,350 | |
E Investment&Development 093230 | +2.2% | 3,876 | |
CKD Bio 063160 | +1.8% | 56,900 |
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8. Market Kurly (recurred after 11 days)
- Episode: started 2021-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaeasoft 051160 | +4.3% | 21,650 | |
Hyungkuk F&B 189980 | +4.3% | 4,855 | ★ |
Wooyang 103840 | +3.5% | 6,280 |
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Closing Thoughts
The Shipbuilding / Shipbuilding Equipment episode runs to Mar 29, a span of 4 days, while every other theme’s episode is a single day. Each theme sits on a streak of 1.
Gaps ranged from 8 days for Shipping to 50 days for Remodeling & Interiors. Whether these recurring themes extend past a one-day streak is the next question.