Jul 1: 6 Strong Themes — Ukraine Reconstruction (Related), Rare Earths & Rare Metals
6 strong themes — 5 recurred · 1 new. Top: Ukraine Reconstruction (Related) +8.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Ukraine Reconstruction (Related) | Yooshin Engineering | +14.62% | |
| Rare Earths & Rare Metals | Union | +11.72% | |
| Space & Aerospace | Korea Aerospace Industries | +5.58% | |
| Construction (Small & Mid Cap) / Construction Majors | Ilsung Construction | +9.68% | |
| Defense & War | Formetal | +3.14% | |
| Banks | iM Financial Group | +2.50% |
On Jul 1, six strong themes closed higher, and every stock in each of them rose. Ukraine Reconstruction (Related) led with an average change of 8.57%, its first appearance in the data.
Yooshin Engineering topped that theme at 14.62%, while Sambu Construction traded 98971750 shares. Rare Earths & Rare Metals came next at 6.08%, led by Union’s 11.72% gain.
Space & Aerospace averaged 5.19% and Defense & War 4.45%, with Korea Aerospace Industries up 5.58% in both. Construction (Small & Mid Cap) / Construction Majors rose 4.8%, and Banks trailed at 1.98%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction (Related) | new | +8.6% | 3/3 | Yooshin Engineering |
| 2 | Rare Earths & Rare Metals | recurred after 39 days | +6.1% | 3/3 | Union |
| 3 | Space & Aerospace | recurred after 10 days | +5.2% | 3/3 | Korea Aerospace Industries |
| 4 | Construction (Small & Mid Cap) / Construction Majors | recurred after 64 days | +4.8% | 4/4 | Ilsung Construction |
| 5 | Defense & War | recurred after 3 days | +4.5% | 4/4 | Formetal |
| 6 | Banks | recurred after 38 days | +2.0% | 3/3 | iM Financial Group |
Theme by Theme
1. Ukraine Reconstruction (Related) (new)
- Episode: started 2022-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Yooshin Engineering 054930 | +14.6% | 29,400 | ★ |
Haein 003010 | +6.5% | 8,840 | |
Sambu Construction 001470 | +4.6% | 2,405 |
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2. Rare Earths & Rare Metals (recurred after 39 days)
- Episode: started 2022-07-01, day 1
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3. Space & Aerospace (recurred after 10 days)
- Episode: started 2022-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SatrecInitiative 099320 | +6.5% | 33,600 | |
Korea Aerospace Industries 047810 | +5.6% | 56,800 | ★ |
Hanwha Aerospace 012450 | +3.5% | 51,339 |
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4. Construction (Small & Mid Cap) / Construction Majors (recurred after 64 days)
- Episode: started 2022-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ilsung Construction 013360 | +9.7% | 3,740 | ★ |
Taeyoung Engineering & Construction 009410 | +4.7% | 14,486 | |
IPARK Hyundai Development Company 294870 | +3.1% | 11,500 | |
DL E&c 375500 | +1.7% | 42,150 |
5. Defense & War (recurred after 3 days)
- Episode: started 2022-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Aerospace Industries 047810 | +5.6% | 56,800 | |
LIG Defense&Aerospace 079550 | +5.6% | 75,800 | |
Hanwha Aerospace 012450 | +3.5% | 51,339 | |
Formetal 119500 | +3.1% | 4,600 | ★ |
6. Banks (recurred after 38 days)
- Episode: started 2022-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
iM Financial Group 139130 | +2.5% | 7,800 | ★ |
Shinhan Financial Group 055550 | +2.3% | 37,900 | |
Hana Financial Group 086790 | +1.1% | 39,800 |
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Closing Thoughts
Five of the six themes came back after gaps of 3 to 64 days. Defense & War returned the quickest, and Construction (Small & Mid Cap) / Construction Majors had been absent the longest.
Every theme has a streak of 1, so the next sessions will show whether Ukraine Reconstruction (Related) keeps going after its first day.