Jul 15: 8 Strong Themes — Ukraine Reconstruction, Defense & War
8 strong themes — 8 recurred. Top: Ukraine Reconstruction +12.4%.
Strong themes8
Top change+12.4%
LeaderDASAN Networks
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 |
|---|---|---|---|
| Ukraine Reconstruction | DASAN Networks | +22.24% | |
| Defense & War | WaveElectronics | +16.38% | |
| Inter-Korean Economic Cooperation | Ilshin Stone | +20.00% | |
| Nuclear | Korea Electronic Power Industrial Development | +10.64% | |
| Smartphones | Lemon | +11.63% | |
| Crypto & Bitcoin | GalaxiaMoneytree | +9.01% | |
| Galaxy Supply Chain | Lemon | +11.63% | |
| Food | Foodnamoo | +8.43% |
Eight themes rose on 2024-07-15, and every stock in each theme closed higher. Ukraine Reconstruction led with an average change of 12.42%, with all 10 of its stocks up.
Defense & War followed with an average change of 8.07%. Leader WaveElectronics rose 16.38%, and COTS Technology gained 15.52%.
Inter-Korean Economic Cooperation returned after a gap of 518 days, averaging 7.52%. In the F rose 29.83%, and leader Ilshin Stone gained 20.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | recurred after 14 days | +12.4% | 10/10 | DASAN Networks |
| 2 | Defense & War | recurred after 5 days | +8.1% | 9/9 | WaveElectronics |
| 3 | Inter-Korean Economic Cooperation | recurred after 518 days | +7.5% | 10/10 | Ilshin Stone |
| 4 | Nuclear | recurred after 6 days | +6.1% | 10/10 | Korea Electronic Power Industrial Development |
| 5 | Smartphones | recurred after 17 days | +5.5% | 9/9 | Lemon |
| 6 | Crypto & Bitcoin | recurred after 40 days | +5.0% | 10/10 | GalaxiaMoneytree |
| 7 | Galaxy Supply Chain | recurred after 4 days | +4.2% | 10/10 | Lemon |
| 8 | Food | recurred after 7 days | +3.7% | 10/10 | Foodnamoo |
Theme by Theme
1. Ukraine Reconstruction (recurred after 14 days)
- Episode: started 2024-07-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SG 255220 | +27.6% | 1,878 | |
DASAN Networks 039560 | +22.2% | 3,545 | ★ |
DRB Industrial 163560 | +19.5% | 9,550 | |
HD Hyundai Infracore 042670 | +9.9% | 8,080 | |
HD Construction Equipment 267270 | +9.9% | 57,800 | |
FreeMs 053160 | +8.4% | 9,900 | |
Hyundai 011760 | +7.5% | 22,950 | |
SY 109610 | +7.4% | 5,090 | |
Yooshin Engineering 054930 | +6.2% | 28,400 | |
DAEMO Engineering 317850 | +5.6% | 9,230 |
2. Defense & War (recurred after 5 days)
- Episode: started 2024-07-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
WaveElectronics 095270 | +16.4% | 7,320 | ★ |
COTS Technology 448710 | +15.5% | 26,050 | |
Hyundai-Rotem 064350 | +7.5% | 42,950 | |
Woori Technology, Incorporation 032820 | +6.6% | 3,065 | |
Huneed Technologies 005870 | +6.4% | 6,470 | |
i3system 214430 | +6.2% | 40,500 | |
Hanwha Systems 272210 | +5.6% | 19,330 | |
Hanwha Aerospace 012450 | +4.5% | 265,000 | |
Fiberpro 368770 | +3.9% | 4,020 |
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3. Inter-Korean Economic Cooperation (recurred after 518 days)
- Episode: started 2024-07-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
In the F 014990 | +29.8% | 705 | |
Ilshin Stone 007110 | +20.0% | 1,596 | ★ |
Sambu Construction 001470 | +4.9% | 1,487 | |
Heerim Architects & Planners 037440 | +4.6% | 6,120 | |
J.estina 026040 | +3.6% | 1,964 | |
Hyundai Engineering & Construction 000720 | +3.0% | 32,900 | |
Namkwang Engineering & Construction 001260 | +2.6% | 6,250 | |
Dohwa Engineering 002150 | +2.3% | 7,630 | |
Development Advance Solution 058730 | +2.2% | 3,190 | |
Hyundai Elevator 017800 | +2.1% | 43,950 |
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4. Nuclear (recurred after 6 days)
- Episode: started 2024-07-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Electronic Power Industrial Development 130660 | +10.6% | 15,910 | ★ |
KEPCO Engineering & Construction Company 052690 | +7.7% | 80,200 | |
GS Engineering & Construction 006360 | +7.5% | 17,260 | |
Daewoo Engineering & Construction 047040 | +6.8% | 4,260 | |
Woori Technology, Incorporation 032820 | +6.6% | 3,065 | |
Woojin 105840 | +6.0% | 10,340 | |
S&W 103230 | +4.5% | 4,305 | |
SG&G 040610 | +3.9% | 1,767 | |
Bhi 083650 | +3.8% | 9,790 | |
LS ELECTRIC 010120 | +3.6% | 227,500 |
5. Smartphones (recurred after 17 days)
- Episode: started 2024-07-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lemon 294140 | +11.6% | 4,560 | ★ |
Dongwoon Anatech 094170 | +7.1% | 21,750 | |
CHEMTRONICSCo 089010 | +5.7% | 27,700 | |
DK Tech 290550 | +5.6% | 11,940 | |
Synopex 025320 | +4.6% | 11,650 | |
Uti 179900 | +4.2% | 32,500 | |
Seojin System 178320 | +3.8% | 32,700 | |
CammSys 050110 | +3.6% | 1,317 | |
TechL 064520 | +3.2% | 3,515 |
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6. Crypto & Bitcoin (recurred after 40 days)
- Episode: started 2024-07-15, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Technology Investment 041190 | +15.2% | 8,500 | |
GalaxiaMoneytree 094480 | +9.0% | 6,290 | ★ |
KPM Tech 042040 | +5.8% | 330 | |
Wizit 036090 | +4.8% | 722 | |
Danal 064260 | +4.0% | 3,905 | |
Makus 093520 | +2.6% | 10,520 | |
Wemade 112040 | +2.5% | 43,600 | |
Nuon 123840 | +2.4% | 299 | |
Neowiz Holdings 042420 | +1.9% | 18,650 | |
Atinum Investment 021080 | +1.9% | 2,690 |
7. Galaxy Supply Chain (recurred after 4 days)
- Episode: started 2024-07-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lemon 294140 | +11.6% | 4,560 | ★ |
CHEMTRONICSCo 089010 | +5.7% | 27,700 | |
Synopex 025320 | +4.6% | 11,650 | |
Uti 179900 | +4.2% | 32,500 | |
CammSys 050110 | +3.6% | 1,317 | |
Gigalane 049080 | +3.0% | 834 | |
PI Advanced Materials 178920 | +2.9% | 31,650 | |
Samsung Electronics 005930 | +2.7% | 86,700 | |
Cu Tech 376290 | +2.0% | 3,550 | |
INNOX Advanced Materials 272290 | +1.6% | 34,300 |
8. Food (recurred after 7 days)
- Episode: started 2024-07-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Foodnamoo 290720 | +8.4% | 3,280 | ★ |
Samyang Foods 003230 | +7.2% | 636,000 | |
TN entertainment 131100 | +4.3% | 1,549 | |
Dongwon F & B 049770 | +3.0% | 44,800 | |
Pulmuone Corporate 017810 | +2.9% | 14,950 | |
S&D 260970 | +2.7% | 40,350 | |
Hyungkuk F&B 189980 | +2.5% | 2,250 | |
Sempio Foods Company 248170 | +2.1% | 33,750 | |
MSC 009780 | +2.0% | 5,680 | |
Kyochon Food&beverage 339770 | +1.6% | 10,060 |
Closing Thoughts
Nuclear, Smartphones, Galaxy Supply Chain and Food each show a one-day episode. Crypto & Bitcoin has the longest run, through 2024-07-17.
The Ukraine Reconstruction, Defense & War and Inter-Korean Economic Cooperation episodes run through 2024-07-16. The next session will show whether this broad advance carries on.