May 10: 6 Strong Themes — Ukraine Reconstruction, Political Ties (Yoon Suk-yeol)

May 10, 2022 · #Ukraine Reconstruction #Political Ties (Yoon Suk-yeol) #Animal Feed #Asphalt Concrete #UAM (Urban Air Mobility) #Construction Equipment

6 strong themes — 4 recurred · 2 new. Top: Ukraine Reconstruction +16.4%.

Strong themes6 Top change+16.4% LeaderDohwa Engineering

Average change by strong theme

Average change of member stocks, by theme · descending
Ukraine Reconstruction
+16.4%
Political Ties (Yoon Suk-yeol)
+10.6%
Animal Feed
+7.9%
Asphalt Concrete
+5.6%
UAM (Urban Air Mobility)
+4.6%
Construction Equipment
+4.4%

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
Ukraine ReconstructionDohwa Engineering+29.73%
Political Ties (Yoon Suk-yeol)Woongjin+17.93%
Animal FeedHanil Feed+18.11%
Asphalt ConcreteSpeco+7.92%
UAM (Urban Air Mobility)Kisan Telecom+3.01%
Construction EquipmentHyundai Everdigm+3.57%

Six themes stood out on 2022-05-10, and every listed stock in them closed higher. Ukraine Reconstruction led with an average change of 16.39% across 4 stocks.

Dohwa Engineering topped that group with a 29.73% gain. Political Ties (Yoon Suk-yeol) returned after a 61-day gap, led by Woongjin at 17.93%.

Animal Feed came back after 15 days with an average change of 7.9%, and Hanil Feed was up 18.11%. Asphalt Concrete was new, led by Speco at 7.92%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Ukraine Reconstructionnew+16.4%4/4Dohwa Engineering
2Political Ties (Yoon Suk-yeol)recurred after 61 days+10.6%2/2Woongjin
3Animal Feedrecurred after 15 days+7.9%4/4Hanil Feed
4Asphalt Concretenew+5.6%3/3Speco
5UAM (Urban Air Mobility)recurred after 14 days+4.6%3/3Kisan Telecom
6Construction Equipmentrecurred after 7 days+4.4%4/4Hyundai Everdigm

Theme by Theme

1. Ukraine Reconstruction (new)

StockChangeCloseLeader
Dohwa Engineering 002150+29.7%11,650★
Development Advance Solution 058730+18.2%6,570
Hyundai Corporation Holdings 227840+12.8%13,700
Hyundai 011760+4.9%19,350

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2. Political Ties (Yoon Suk-yeol) (recurred after 61 days)

StockChangeCloseLeader
Woongjin 016880+17.9%2,170★
Heerim Architects & Planners 037440+3.2%8,610

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3. Animal Feed (recurred after 15 days)

StockChangeCloseLeader
Hanil Feed 005860+18.1%9,260★
Hyundai Feed 016790+8.4%8,653
Milae Bioresources 218150+3.2%8,630
FarmStory 027710+1.8%3,895

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4. Asphalt Concrete (new)

StockChangeCloseLeader
Speco 013810+7.9%8,040★
HC HomeCenter 060560+7.5%9,900
HC BoKwang Industry 225530+1.5%7,670

5. UAM (Urban Air Mobility) (recurred after 14 days)

StockChangeCloseLeader
Kencoa Aerospace 274090+7.5%16,450
Hankuk Carbon 017960+3.3%13,950
Kisan Telecom 035460+3.0%5,820★

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6. Construction Equipment (recurred after 7 days)

StockChangeCloseLeader
Daechang Forging 015230+6.4%5,670
Soosan Cebotics 017550+4.3%3,740
Hyundai Everdigm 041440+3.6%9,000★
Heungkuk Metaltech 010240+3.3%7,890

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Closing Thoughts

Ukraine Reconstruction and Asphalt Concrete are both new themes with a streak of 1. The next data point is whether either one lasts beyond a single session.

UAM (Urban Air Mobility) returned after 14 days, and Construction Equipment after 7 days. A headline about leader Hyundai Everdigm reported first-quarter operating profit up 1955.5%.