Oct 26: 4 Strong Themes — Ukraine Reconstruction (Related), Battery (Cell Makers)
4 strong themes — 4 recurred. Top: Ukraine Reconstruction (Related) +7.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Ukraine Reconstruction (Related) | SC Engineering | +30.00% | |
| Battery (Cell Makers) | LG Energy Solution | +3.52% | |
| Nuclear | Aprogen | +3.83% | |
| Construction Equipment | DaedongMetal | +2.59% |
On Oct 26, Ukraine Reconstruction (Related) led the strong themes. All 6 of its stocks rose, for an average change of 6.95%.
SC Engineering jumped 30.0% to close at 1950. A same-day Korean news report linked the move to hopes that the company could benefit from rebuilding Ukraine.
Battery (Cell Makers) came back after a 439-day gap with an average change of 3.44%. LG Energy Solution rose 3.52% and Samsung SDI gained 3.36%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction (Related) | recurred after 2 days | +7.0% | 6/6 | SC Engineering |
| 2 | Battery (Cell Makers) | recurred after 439 days | +3.4% | 2/2 | LG Energy Solution |
| 3 | Nuclear | recurred after 6 days | +2.9% | 10/10 | Aprogen |
| 4 | Construction Equipment | recurred after 61 days | +1.9% | 7/7 | DaedongMetal |
Theme by Theme
1. Ukraine Reconstruction (Related) (recurred after 2 days)
- Episode: started 2022-10-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SC Engineering 023960 | +30.0% | 1,950 | ★ |
Dohwa Engineering 002150 | +6.0% | 8,500 | |
DY Power 210540 | +3.0% | 10,150 | |
Development Advance Solution 058730 | +1.4% | 5,140 | |
Haein 003010 | +0.7% | 6,140 | |
DRB Industrial 163560 | +0.7% | 6,240 |
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2. Battery (Cell Makers) (recurred after 439 days)
- Episode: started 2022-10-26, day 1
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3. Nuclear (recurred after 6 days)
- Episode: started 2022-10-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
G2Power 388050 | +5.8% | 8,500 | |
KEPCO Engineering & Construction Company 052690 | +4.5% | 51,300 | |
Aprogen 007460 | +3.8% | 3,007 | ★ |
LS ELECTRIC 010120 | +3.5% | 10,260 | |
Jeil Technos 038010 | +2.7% | 6,820 | |
SNTEnergy 100840 | +2.5% | 6,605 | |
Korea Electronic Power Industrial Development 130660 | +2.4% | 7,970 | |
Enertork 019990 | +1.5% | 7,500 | |
Hy-lok 013030 | +1.1% | 19,150 | |
Geumhwa PSC 036190 | +0.9% | 27,100 |
Related news
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4. Construction Equipment (recurred after 61 days)
- Episode: started 2022-10-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jinsung T.e.c 036890 | +3.8% | 9,460 | |
DY Power 210540 | +3.0% | 10,150 | |
DaedongMetal 020400 | +2.6% | 4,404 | ★ |
Doosan Bobcat 241560 | +1.4% | 29,950 | |
Tera Science 073640 | +1.0% | 1,535 | |
Daechang Forging 015230 | +0.9% | 5,790 | |
Haein 003010 | +0.7% | 6,140 |
Closing Thoughts
Nuclear rebounded with all 10 of its stocks higher, for an average change of 2.89%. A Korean news report had shown this theme falling in the session before.
Construction Equipment also came back after 61 days, with all 7 of its stocks up for an average change of 1.91%. Every theme here is on a 1-day streak, so the next sessions will show whether any of them continue.