Jul 30: 6 Strong Themes — Four Major Rivers Restoration, Construction (Small & Mid Cap)
6 strong themes — 1 running · 5 recurred. Top: Four Major Rivers Restoration +15.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Four Major Rivers Restoration | Woowon Development | +29.96% | |
| Construction (Small & Mid Cap) | Woowon Development | +29.96% | |
| Cement & Ready-Mix Concrete | Kangdong C&L | +17.76% | |
| Advertising | Mobidays | +12.76% | |
| Integrated Logistics | KCTC | +10.45% | |
| Cybersecurity | Aton | +1.09% |
On Jul 30, 2024, Four Major Rivers Restoration led the board with an average change of 14.98%. All 7 of its stocks closed higher, and the theme returned after a gap of 379 days.
Woowon Development rose 29.96% and led both that theme and Construction (Small & Mid Cap), which averaged 10.14%. EehwaConstruction followed close behind at 29.83%.
Cement & Ready-Mix Concrete averaged 6.8%, led by Kangdong C&L at 17.76%. Every stock rose in all six themes, from Advertising at 4.19% to Cybersecurity at 1.18%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Four Major Rivers Restoration | recurred after 379 days | +15.0% | 7/7 | Woowon Development |
| 2 | Construction (Small & Mid Cap) | recurred after 4 days | +10.1% | 8/8 | Woowon Development |
| 3 | Cement & Ready-Mix Concrete | recurred after 55 days | +6.8% | 8/8 | Kangdong C&L |
| 4 | Advertising | recurred after 5 days | +4.2% | 7/7 | Mobidays |
| 5 | Integrated Logistics | 2 days running | +3.6% | 6/6 | KCTC |
| 6 | Cybersecurity | recurred after 8 days | +1.2% | 10/10 | Aton |
Theme by Theme
1. Four Major Rivers Restoration (recurred after 379 days)
- Episode: started 2024-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Woowon Development 046940 | +30.0% | 3,535 | ★ |
EehwaConstruction 001840 | +29.8% | 3,025 | |
TuksuConstruction 026150 | +16.8% | 7,920 | |
Waps 196700 | +14.1% | 1,650 | |
NatureandEnvironment 043910 | +9.2% | 854 | |
Samho Development 010960 | +4.3% | 3,650 | |
Haein 003010 | +0.7% | 5,880 |
2. Construction (Small & Mid Cap) (recurred after 4 days)
- Episode: started 2024-07-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Woowon Development 046940 | +30.0% | 3,535 | ★ |
EehwaConstruction 001840 | +29.8% | 3,025 | |
Namkwang Engineering & Construction 001260 | +11.0% | 7,580 | |
Samho Development 010960 | +4.3% | 3,650 | |
Hanshin Construction 004960 | +3.2% | 7,340 | |
ShinwonConstruction 017000 | +2.3% | 2,705 | |
SGC E&c 016250 | +0.5% | 15,000 | |
Ilsung Construction 013360 | +0.1% | 1,546 |
3. Cement & Ready-Mix Concrete (recurred after 55 days)
- Episode: started 2024-07-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kangdong C&L 198440 | +17.8% | 2,175 | ★ |
SG 255220 | +10.9% | 3,260 | |
SAMPYO Cement 038500 | +8.0% | 3,380 | |
Mohenz 006920 | +7.4% | 3,275 | |
Busan Industrial 011390 | +6.8% | 66,400 | |
Sungshin Cement 004980 | +2.1% | 8,860 | |
Hanilcement 300720 | +1.1% | 14,400 | |
Cenit 037760 | +0.5% | 1,575 |
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4. Advertising (recurred after 5 days)
- Episode: started 2024-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mobidays 363260 | +12.8% | 2,430 | ★ |
BK Holdings 050090 | +10.8% | 934 | |
Dreaminsight 362990 | +3.8% | 2,330 | |
Cheil Worldwide 030000 | +0.8% | 17,740 | |
Echomarketing 230360 | +0.7% | 10,970 | |
Innocean Worldwide 214320 | +0.2% | 19,700 | |
The Asia Business Daily 127710 | +0.2% | 1,089 |
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5. Integrated Logistics (2 days running)
- Episode: started 2024-07-29, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KCTC 009070 | +10.4% | 6,130 | ★ |
STX Green Logis 465770 | +5.2% | 11,830 | |
Hansol Logistics 009180 | +2.6% | 2,770 | |
CJ Logistics 000120 | +1.9% | 97,300 | |
Taewoong Logistics 124560 | +0.9% | 3,460 | |
Intergis 129260 | +0.4% | 2,270 |
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6. Cybersecurity (recurred after 8 days)
- Episode: started 2024-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Genians 263860 | +4.0% | 9,220 | |
Initech 053350 | +1.9% | 3,830 | |
Softcamp 258790 | +1.2% | 1,188 | |
Aton 158430 | +1.1% | 3,715 | ★ |
Kornic Automation 391710 | +0.8% | 2,570 | |
Bellock 424760 | +0.7% | 1,356 | |
Hunesion 290270 | +0.7% | 3,795 | |
Openbase 049480 | +0.6% | 2,410 | |
Gabia 079940 | +0.6% | 14,360 | |
Secuve 131090 | +0.3% | 886 |
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Closing Thoughts
Integrated Logistics is the only theme on a streak, now at 2 days. KCTC led it with a 10.45% gain, as headlines tied the move to the ‘Tmon-WeMakePrice crisis’.
The Construction (Small & Mid Cap) and Cement & Ready-Mix Concrete episodes run through 2024-07-31. Four Major Rivers Restoration, Advertising and Cybersecurity are one-day episodes.