Apr 28: 6 Strong Themes — Steel Majors / Steel (Small & Mid Cap), Beauty & Cosmetics
6 strong themes — 5 recurred · 1 new. Top: Steel Majors / Steel (Small & Mid Cap) +18.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Steel Majors / Steel (Small & Mid Cap) | Kiswire | +29.98% | |
| Beauty & Cosmetics | Amorepacific | +9.20% | |
| Food | JC Chemical | +15.50% | |
| Construction (Small & Mid Cap) / Construction Majors | Daewoo Engineering & Construction | +11.11% | |
| Battery Recycling (Related) | Egtronics | +6.01% | |
| Shipping | HMM | +6.15% |
On Apr 28, 2022, Steel Majors / Steel (Small & Mid Cap) led all themes with an average change of 18.31%, and all 5 of its stocks rose. Leader Kiswire gained 29.98%, and Dong Il Steel MFG added 29.91%.
Beauty & Cosmetics averaged 7.27%, led by Amorepacific’s 9.2% gain. Food averaged 6.94% as JC Chemical jumped 15.5% amid headlines on Indonesian palm oil export curbs.
Construction (Small & Mid Cap) / Construction Majors appeared as a new theme, with all 6 stocks up for an average change of 6.75%. Daewoo Engineering & Construction led with 11.11% after its first-quarter results.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Steel Majors / Steel (Small & Mid Cap) | recurred after 55 days | +18.3% | 5/5 | Kiswire |
| 2 | Beauty & Cosmetics | recurred after 14 days | +7.3% | 5/5 | Amorepacific |
| 3 | Food | recurred after 3 days | +6.9% | 4/4 | JC Chemical |
| 4 | Construction (Small & Mid Cap) / Construction Majors | new | +6.8% | 6/6 | Daewoo Engineering & Construction |
| 5 | Battery Recycling (Related) | recurred after 7 days | +3.9% | 2/2 | Egtronics |
| 6 | Shipping | recurred after 9 days | +3.5% | 3/3 | HMM |
Theme by Theme
1. Steel Majors / Steel (Small & Mid Cap) (recurred after 55 days)
- Episode: started 2022-04-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kiswire 002240 | +30.0% | 24,752 | ★ |
Dong Il Steel MFG 002690 | +29.9% | 5,320 | |
DSR Wire 069730 | +21.0% | 6,500 | |
Daehan Steel 084010 | +5.7% | 14,803 | |
SeAH Steel 306200 | +4.9% | 161,000 |
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2. Beauty & Cosmetics (recurred after 14 days)
- Episode: started 2022-04-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Amorepacific 090430 | +9.2% | 178,000 | ★ |
It’s Hanbul 226320 | +7.4% | 27,700 | |
CLIO Cosmetics 237880 | +7.2% | 21,700 | |
Kolmar Korea 161890 | +6.5% | 46,800 | |
Hankook Cosmetics 123690 | +6.2% | 10,000 |
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- [장중수급포착] 아모레퍼시픽, 외국인 41.34만 주 대량 순매수… 주가 +9.51% — 뉴스핌 (Korean)
3. Food (recurred after 3 days)
- Episode: started 2022-04-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
JC Chemical 137950 | +15.5% | 14,900 | ★ |
Mcnulty Korea 222980 | +5.5% | 9,530 | |
Jungdawn 208140 | +3.8% | 3,140 | |
CJ Freshway 051500 | +2.9% | 42,300 |
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4. Construction (Small & Mid Cap) / Construction Majors (new)
- Episode: started 2022-04-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +11.1% | 7,000 | ★ |
Sangji Construction 042940 | +7.6% | 44,145 | |
Samsung C&T 028260 | +6.9% | 115,500 | |
GS Engineering & Construction 006360 | +6.5% | 42,600 | |
HL D&I Halla 014790 | +4.8% | 5,500 | |
Hanshin Construction 004960 | +3.5% | 17,500 |
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- 대우건설, 1분기 매출 호조… 신규수주 전년 대비 24.4% 급증 — 동아일보 (Korean)
- [장중수급포착] 대우건설, 외국인 115.85만 주 대량 순매수… 주가 +9.52% — 뉴스핌 (Korean)
5. Battery Recycling (Related) (recurred after 7 days)
- Episode: started 2022-04-28, day 1
6. Shipping (recurred after 9 days)
- Episode: started 2022-04-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HMM 011200 | +6.2% | 28,500 | ★ |
Heung-a Shipping 003280 | +2.4% | 2,965 | |
Pan Ocean 028670 | +2.0% | 6,620 |
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Closing Thoughts
Five of six themes were one-day episodes, but Beauty & Cosmetics has an episode running to 2022-04-29. It returned after a 14-day gap, while Steel Majors / Steel (Small & Mid Cap) came back after 55 days.
Smaller moves came from Shipping, which averaged 3.52% with HMM up 6.15%, and from Battery Recycling (Related) at 3.94%. The data does not yet show whether these gains hold beyond a single session.