Nov 12: 5 Strong Themes — Inter-Korean Economic Cooperation, Modular Housing
5 strong themes — 3 running · 2 recurred. Top: Inter-Korean Economic Cooperation +13.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Inter-Korean Economic Cooperation | GnCenergy | +29.92% | |
| Modular Housing | Bumyang Construction | +29.98% | |
| Ukraine Reconstruction | TYM | +29.89% | |
| Drones | Kocom | +14.95% | |
| Crypto & Bitcoin | Com2uS Holdings | +29.89% |
Inter-Korean Economic Cooperation led the Nov 12 session with an average change of 13.13%. All 9 of its stocks rose, and GnCenergy topped the group at 29.92%.
Modular Housing returned after a 113-day gap with an average change of 11.58%, all 6 stocks higher. Bumyang Construction led at 29.98%, with KolonGlobal up 17.81%.
Ukraine Reconstruction extended its streak to 3 with an average change of 8.77%, all 10 stocks up. Its leader TYM gained 29.89%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Inter-Korean Economic Cooperation | 2 days running | +13.1% | 9/9 | GnCenergy |
| 2 | Modular Housing | recurred after 113 days | +11.6% | 6/6 | Bumyang Construction |
| 3 | Ukraine Reconstruction | 3 days running | +8.8% | 10/10 | TYM |
| 4 | Drones | recurred after 19 days | +6.5% | 7/7 | Kocom |
| 5 | Crypto & Bitcoin | 2 days running | +5.8% | 9/9 | Com2uS Holdings |
Theme by Theme
1. Inter-Korean Economic Cooperation (2 days running)
- Episode: started 2024-11-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
GnCenergy 119850 | +29.9% | 6,730 | ★ |
Namkwang Engineering & Construction 001260 | +29.9% | 9,690 | |
Heerim Architects & Planners 037440 | +25.5% | 6,180 | |
Nam Hwa Construction Company 091590 | +14.0% | 4,520 | |
Speco 013810 | +5.6% | 4,275 | |
Development Advance Solution 058730 | +4.7% | 3,660 | |
Sambu Construction 001470 | +3.6% | 1,320 | |
Dohwa Engineering 002150 | +3.3% | 7,140 | |
Yangjisa 030960 | +1.6% | 9,300 |
Related news
- [리턴즈 고래 삼총사] ‘범양건영, 퍼스텍, 지엔씨에너지’! 오늘 장 궁금종목 분석 — 머니투데이 (Korean)
2. Modular Housing (recurred after 113 days)
- Episode: started 2024-11-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumyang Construction 002410 | +30.0% | 1,708 | ★ |
KolonGlobal 003070 | +17.8% | 10,850 | |
NatureandEnvironment 043910 | +7.1% | 636 | |
Hanshin Construction 004960 | +6.6% | 7,110 | |
Kumkang Kind 014280 | +5.4% | 4,460 | |
SY 109610 | +2.5% | 4,430 |
Related news
- [특징주]남광토건·범양건영 등 우크라이나 재건 테마 형성‥주가↑ — 아시아경제 (Korean)
- [리턴즈 고래 삼총사] ‘범양건영, 퍼스텍, 지엔씨에너지’! 오늘 장 궁금종목 분석 — 머니투데이 (Korean)
3. Ukraine Reconstruction (3 days running)
- Episode: started 2024-11-08, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
TYM 002900 | +29.9% | 4,280 | ★ |
Heerim Architects & Planners 037440 | +25.5% | 6,180 | |
Yooshin Engineering 054930 | +6.4% | 26,500 | |
Speco 013810 | +5.6% | 4,275 | |
Development Advance Solution 058730 | +4.7% | 3,660 | |
Sambu Construction 001470 | +3.6% | 1,320 | |
Dohwa Engineering 002150 | +3.3% | 7,140 | |
DASAN Networks 039560 | +3.2% | 3,745 | |
DAEMO Engineering 317850 | +3.0% | 10,790 | |
SY 109610 | +2.5% | 4,430 |
Related news
- [ET라씨로] TYM, 우크라와 재건 사업 협력 논의에…주가 上 — 전자신문 (Korean)
4. Drones (recurred after 19 days)
- Episode: started 2024-11-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Huneed Technologies 005870 | +17.5% | 9,670 | |
Kocom 015710 | +14.9% | 4,845 | ★ |
JCH Systems 033320 | +6.5% | 4,040 | |
Hanwha Systems 272210 | +3.2% | 27,100 | |
Kencoa Aerospace 274090 | +1.6% | 11,430 | |
IMCo 101390 | +1.0% | 2,940 | |
Smart Radar System 424960 | +0.3% | 11,650 |
Related news
- [특징주]드론 공격 취약한 한반도…웨이비스, 대체 불가 기술 재평가 — 아시아경제 (Korean)
- 몇 초만에 드론 점검하는 기술 ‘쏘카’ 적용…카셰어링 운영 효율↑ — 머니투데이 (Korean)
5. Crypto & Bitcoin (2 days running)
- Episode: started 2024-11-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Com2uS Holdings 063080 | +29.9% | 28,250 | ★ |
Woori Technology Investment 041190 | +7.3% | 11,160 | |
JCH Systems 033320 | +6.5% | 4,040 | |
Mgame 058630 | +2.1% | 6,400 | |
T Scientific 057680 | +1.9% | 1,430 | |
Neowiz Holdings 042420 | +1.8% | 20,150 | |
Wemade 112040 | +1.1% | 40,250 | |
Hanwha Investment&securities 003530 | +1.0% | 4,200 | |
Atinum Investment 021080 | +0.4% | 2,730 |
Related news
- ‘자고 일어나면 최고가’ 비트코인에 가상화폐 관련株도 연일 급등 [투자360] — 헤럴드경제 (Korean)
Closing Thoughts
Heerim Architects & Planners rose 25.48% in both Inter-Korean Economic Cooperation and Ukraine Reconstruction. Whether the linked themes move together again is the open question.
Drones reappeared after a 19-day gap at an average change of 6.45%, while Crypto & Bitcoin averaged 5.76% on its second straight day. The coming sessions will show whether either run continues.