Aug 21: 8 Strong Themes — Ukraine Reconstruction, Inter-Korean Economic Cooperation
8 strong themes — 3 running · 5 recurred. Top: Ukraine Reconstruction +8.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Ukraine Reconstruction | SY Steel Tech | +24.32% | |
| Inter-Korean Economic Cooperation | Ilshin Stone | +14.85% | |
| Battery | Naintech | +15.47% | |
| Pipe Fittings & Valves | HS Valve | +21.37% | |
| Construction (Small & Mid Cap) | Sambu Construction | +12.63% | |
| Botulinum Toxin | BNC Korea | +0.63% | |
| Construction Majors | GS Engineering & Construction | +1.69% | |
| Resource Development | GS Global | +1.73% |
Ukraine Reconstruction led the Aug 21 session with an average change of 7.99%, with all 10 of its stocks rising. SY Steel Tech topped the group with a 24.32% gain.
Inter-Korean Economic Cooperation followed at 6.83%, led by Ilshin Stone’s 14.85% gain. Battery returned after a 9-day gap at 6.23%, with Naintech up 15.47%.
Every theme on the list closed with all of its members higher. Sambu Construction rose 12.63% and appeared in three themes, leading Construction (Small & Mid Cap).
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | recurred after 14 days | +8.0% | 10/10 | SY Steel Tech |
| 2 | Inter-Korean Economic Cooperation | recurred after 30 days | +6.8% | 10/10 | Ilshin Stone |
| 3 | Battery | recurred after 9 days | +6.2% | 10/10 | Naintech |
| 4 | Pipe Fittings & Valves | 2 days running | +5.1% | 7/7 | HS Valve |
| 5 | Construction (Small & Mid Cap) | 2 days running | +4.3% | 10/10 | Sambu Construction |
| 6 | Botulinum Toxin | recurred after 7 days | +2.0% | 7/7 | BNC Korea |
| 7 | Construction Majors | 2 days running | +1.8% | 5/5 | GS Engineering & Construction |
| 8 | Resource Development | recurred after 23 days | +1.2% | 8/8 | GS Global |
Theme by Theme
1. Ukraine Reconstruction (recurred after 14 days)
- Episode: started 2024-08-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SY Steel Tech 365330 | +24.3% | 4,830 | ★ |
Sambu Construction 001470 | +12.6% | 767 | |
DASAN Networks 039560 | +10.2% | 3,570 | |
Hyundai Everdigm 041440 | +6.5% | 8,510 | |
Development Advance Solution 058730 | +5.8% | 3,650 | |
SG 255220 | +5.1% | 2,870 | |
Inno Instrument 215790 | +4.4% | 565 | |
HD Construction Equipment 267270 | +4.2% | 57,100 | |
DAEMO Engineering 317850 | +3.5% | 10,620 | |
SY 109610 | +3.2% | 4,520 |
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2. Inter-Korean Economic Cooperation (recurred after 30 days)
- Episode: started 2024-08-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ilshin Stone 007110 | +14.8% | 1,485 | ★ |
Sambu Construction 001470 | +12.6% | 767 | |
In the F 014990 | +11.0% | 735 | |
GC Biopharma 006280 | +7.9% | 164,000 | |
Development Advance Solution 058730 | +5.8% | 3,650 | |
Korea Electric Power 015760 | +5.2% | 21,000 | |
Namkwang Engineering & Construction 001260 | +3.7% | 7,030 | |
LOTTE Fine Chemical 004000 | +3.2% | 47,050 | |
Shinwon 009270 | +2.3% | 1,279 | |
Hyundai Engineering & Construction 000720 | +1.8% | 31,950 |
3. Battery (recurred after 9 days)
- Episode: started 2024-08-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Naintech 267320 | +15.5% | 3,060 | ★ |
HanWool Semiconductor 320000 | +9.8% | 2,575 | |
LG Energy Solution 373220 | +6.1% | 350,000 | |
Zaigle 234920 | +5.8% | 5,650 | |
Samsung SDI 006400 | +5.6% | 328,500 | |
SK ie technology 361610 | +4.5% | 33,300 | |
Mintech 452200 | +4.5% | 9,800 | |
Wonik Pne 217820 | +3.8% | 3,565 | |
Posco Future M 003670 | +3.5% | 209,500 | |
Ecopro 086520 | +3.3% | 88,000 |
4. Pipe Fittings & Valves (2 days running)
- Episode: started 2024-08-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HS Valve 039610 | +21.4% | 14,310 | ★ |
Hansun Engineering 452280 | +6.2% | 12,500 | |
DK-Lok 105740 | +3.5% | 8,750 | |
BMTCo 086670 | +1.7% | 10,870 | |
Sung Kwang Bend 014620 | +1.2% | 16,540 | |
Hy-lok 013030 | +1.1% | 28,800 | |
Hankuk Steel Wire 025550 | +0.8% | 3,105 |
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5. Construction (Small & Mid Cap) (2 days running)
- Episode: started 2024-08-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +12.6% | 767 | ★ |
KCC Engineering & Construction 021320 | +5.5% | 4,725 | |
Ilsung Construction 013360 | +4.5% | 1,525 | |
DongwonDevelopment 013120 | +4.2% | 2,750 | |
Seohee Construction 035890 | +3.8% | 1,458 | |
Namkwang Engineering & Construction 001260 | +3.7% | 7,030 | |
SGC E&c 016250 | +3.1% | 16,750 | |
Bumyang Construction 002410 | +2.2% | 1,345 | |
Kye-ryong Construction Industrial 013580 | +2.2% | 15,470 | |
Hanshin Construction 004960 | +1.8% | 7,410 |
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6. Botulinum Toxin (recurred after 7 days)
- Episode: started 2024-08-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Medy-Tox 086900 | +6.2% | 214,500 | |
Daewoong Pharma 069620 | +4.2% | 145,900 | |
Jetema 216080 | +2.4% | 16,990 | |
BNC Korea 256840 | +0.6% | 6,420 | ★ |
Hugel 145020 | +0.3% | 286,500 | |
DSK 109740 | +0.2% | 5,500 | |
Huons 243070 | +0.2% | 29,950 |
7. Construction Majors (2 days running)
- Episode: started 2024-08-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +2.9% | 4,240 | |
Hyundai Engineering & Construction 000720 | +1.8% | 31,950 | |
DL E&c 375500 | +1.7% | 32,700 | |
GS Engineering & Construction 006360 | +1.7% | 21,050 | ★ |
Samsung C&T 028260 | +0.7% | 146,100 |
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8. Resource Development (recurred after 23 days)
- Episode: started 2024-08-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Holdings 078930 | +1.9% | 45,450 | |
Posco International 047050 | +1.8% | 51,600 | |
GS Global 001250 | +1.7% | 3,530 | ★ |
SK Innovation 096770 | +1.4% | 103,800 | |
KoreaGas 036460 | +1.3% | 46,900 | |
Si Resources 065420 | +0.7% | 271 | |
Samsung C&T 028260 | +0.7% | 146,100 | |
Daesung Industrial 128820 | +0.1% | 3,685 |
Closing Thoughts
Three themes extended their streak to 2 days: Pipe Fittings & Valves, Construction (Small & Mid Cap) and Construction Majors. HS Valve led the first with a 21.37% gain.
The other themes returned for one day after gaps of up to 30 days. The next session’s data will show whether they carry into a second day.