Jul 12: 8 Strong Themes — Shipbuilding Equipment, Ukraine Reconstruction
8 strong themes — 4 running · 4 recurred. Top: Shipbuilding Equipment +7.5%.
Strong themes8
Top change+7.5%
LeaderMedicox
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Shipbuilding Equipment | Medicox | +15.24% | |
| Ukraine Reconstruction | Wellbiotec | +29.86% | - |
| EV Charging | Wellbiotec | +29.86% | - |
| Advertising | Emnet | +21.25% | |
| Semiconductor Equipment | Xavis | +8.31% | |
| Construction Equipment | Jinsung T.e.c | +15.55% | |
| Beauty & Cosmetics | BL Pharmtech | +6.97% | |
| Shipbuilding | Samsung Heavy Industries | +8.36% |
On 2023-07-12, all eight strong themes closed with every member stock higher. Shipbuilding Equipment led with an average change of 7.54%, and its streak reached 4.
Wellbiotec jumped 29.86% and led both Ukraine Reconstruction and EV Charging. News from Jul 11 and Jul 12 linked the move to a permit to import lithium ore from Zimbabwe.
Advertising rose behind Emnet, up 21.25%, while Semiconductor Equipment posted an average change of 5.56%. Samsung Heavy Industries gained 8.36%, and Shipbuilding also reached a streak of 4.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding Equipment | 4 days running | +7.5% | 9/9 | Medicox |
| 2 | Ukraine Reconstruction | recurred after 2 days | +7.1% | 7/7 | Wellbiotec |
| 3 | EV Charging | recurred after 13 days | +6.3% | 9/9 | Wellbiotec |
| 4 | Advertising | recurred after 2 days | +6.2% | 9/9 | Emnet |
| 5 | Semiconductor Equipment | 2 days running | +5.6% | 10/10 | Xavis |
| 6 | Construction Equipment | recurred after 2 days | +4.5% | 8/8 | Jinsung T.e.c |
| 7 | Beauty & Cosmetics | 2 days running | +3.9% | 9/9 | BL Pharmtech |
| 8 | Shipbuilding | 4 days running | +3.8% | 5/5 | Samsung Heavy Industries |
Theme by Theme
1. Shipbuilding Equipment (4 days running)
- Episode: started 2023-07-07, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Medicox 054180 | +15.2% | 24,960 | ★ |
T. K 023160 | +7.7% | 21,200 | |
KSP 073010 | +7.3% | 2,960 | |
Hankuk Carbon 017960 | +7.2% | 13,060 | |
Taewoong 044490 | +7.2% | 19,000 | |
Sejin Heavy Industries 075580 | +6.9% | 7,160 | |
Dongsung Finetec 033500 | +5.6% | 14,070 | |
Samyung ENC 065570 | +5.5% | 6,730 | |
Hanla IMS 092460 | +5.2% | 7,520 |
2. Ukraine Reconstruction (recurred after 2 days)
- Episode: started 2023-07-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wellbiotec 010600 | +29.9% | 3,610 | ★ |
Hyundai 011760 | +7.6% | 23,300 | |
TYM 002900 | +3.6% | 7,570 | |
DY Power 210540 | +3.1% | 17,390 | |
Sambu Construction 001470 | +3.1% | 4,875 | |
Daeyang Electric 108380 | +1.3% | 13,480 | |
DRB Industrial 163560 | +1.3% | 7,140 |
Related news
- [급등락주 짚어보기] 웰바이오텍, 짐바브웨 리튬 원광 수입허가 획득 소식에 상한가 — 이투데이 (Korean)
- [특징주]웰바이오텍, 월 2만t 고순도 리튬원광 수입…톱티어 희소광물 거래업체 도약 ↑ — 아시아경제 (Korean)
- [특징주]웰바이오텍, ‘규제법 이후 최초’ 짐바브웨 리튬 원강 수입 허가 ‘강세’ — 이데일리 (Korean)
3. EV Charging (recurred after 13 days)
- Episode: started 2023-07-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wellbiotec 010600 | +29.9% | 3,610 | ★ |
Humax Holdings 028080 | +5.5% | 37,174 | |
Il 307180 | +3.9% | 3,910 | |
LG HelloVision 037560 | +3.8% | 4,500 | |
SKNetworksCompanyLimited 001740 | +3.4% | 5,420 | |
LG Uplus 032640 | +2.7% | 10,550 | |
Humax 115160 | +2.7% | 38,350 | |
Dongyang E&p 079960 | +2.4% | 19,460 | |
SK 034730 | +2.1% | 148,100 |
Related news
- [급등락주 짚어보기] 웰바이오텍, 짐바브웨 리튬 원광 수입허가 획득 소식에 상한가 — 이투데이 (Korean)
- [특징주]웰바이오텍, 월 2만t 고순도 리튬원광 수입…톱티어 희소광물 거래업체 도약 ↑ — 아시아경제 (Korean)
- [특징주]웰바이오텍, ‘규제법 이후 최초’ 짐바브웨 리튬 원강 수입 허가 ‘강세’ — 이데일리 (Korean)
4. Advertising (recurred after 2 days)
- Episode: started 2023-07-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Emnet 123570 | +21.2% | 5,050 | ★ |
Echomarketing 230360 | +8.9% | 11,440 | |
Mobidays 363260 | +8.5% | 6,470 | |
NBT 236810 | +6.0% | 7,630 | |
FSN 214270 | +3.2% | 3,725 | |
Innocean Worldwide 214320 | +2.7% | 20,275 | |
Oricom 010470 | +2.4% | 12,640 | |
SM Culture & Contents 048550 | +1.6% | 2,480 | |
Artist Company 321820 | +1.6% | 4,850 |
5. Semiconductor Equipment (2 days running)
- Episode: started 2023-07-11, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Xavis 254120 | +8.3% | 3,455 | ★ |
Intekplus 064290 | +7.5% | 36,000 | |
Nepes Ark 330860 | +7.4% | 27,450 | |
SFA Semicon 036540 | +5.7% | 5,590 | |
JT 089790 | +5.2% | 11,240 | |
Tse 131290 | +4.9% | 51,600 | |
Yest 122640 | +4.5% | 13,600 | |
Exicon 092870 | +4.4% | 13,289 | |
HANMI Semiconductor 042700 | +3.9% | 31,700 | |
KoMi 183300 | +3.8% | 30,609 |
6. Construction Equipment (recurred after 2 days)
- Episode: started 2023-07-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jinsung T.e.c 036890 | +15.6% | 15,380 | ★ |
Daechang Forging 015230 | +6.9% | 8,500 | |
Dongil Metal 109860 | +4.0% | 12,430 | |
Heungkuk Metaltech 010240 | +3.1% | 6,930 | |
DY Power 210540 | +3.1% | 17,390 | |
DaedongMetal 020400 | +1.5% | 4,839 | |
Doosan Bobcat 241560 | +1.4% | 63,300 | |
Haein 003010 | +0.5% | 6,240 |
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- [장중수급포착] 진성티이씨, 외국인 20.90만 주 대량 순매수… 주가 +14.88% — 뉴스핌 (Korean)
7. Beauty & Cosmetics (2 days running)
- Episode: started 2023-07-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
BL Pharmtech 065170 | +7.0% | 2,211 | ★ |
Kodi 080530 | +5.5% | 7,530 | |
Amorepacific 090430 | +5.4% | 104,100 | |
Classys 214150 | +3.2% | 31,850 | |
Kolmar Korea 161890 | +3.0% | 47,250 | |
CLIO Cosmetics 237880 | +3.0% | 20,700 | |
LG H&H 051900 | +2.9% | 459,000 | |
Chungdamglobal 362320 | +2.6% | 7,400 | |
Spigen Korea 192440 | +2.5% | 36,900 |
8. Shipbuilding (4 days running)
- Episode: started 2023-07-07, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Heavy Industries 010140 | +8.4% | 8,170 | ★ |
HJ Shipbuilding & Construction 097230 | +3.2% | 4,600 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +3.2% | 128,000 | |
Hanwha Ocean 042660 | +2.5% | 40,867 | |
HD Hyundai Heavy Industries 329180 | +1.9% | 142,700 |
Related news
- [장중수급포착] 삼성중공업, 기관 10일 연속 순매수행진… 주가 +6.76% — 뉴스핌 (Korean)
- [장중수급포착] 삼성중공업, 기관 9일 연속 순매수행진… 주가 +2.78% — 뉴스핌 (Korean)
Closing Thoughts
Shipbuilding Equipment and Shipbuilding both have a streak of 4, and both episodes began on 2023-07-07. The next sessions will show whether that run continues.
Ukraine Reconstruction, EV Charging, Advertising and Construction Equipment all came back after a gap. Whether they show up again will indicate how broad the move is.