Nov 14: 8 Strong Themes — Construction (Small & Mid Cap), Space & Aerospace (Nuri Rocket, Satellites)

November 14, 2024 · #Construction (Small & Mid Cap) #Space & Aerospace (Nuri Rocket, Satellites) #Modular Housing #Shipbuilding #Power Equipment #Quantum Cryptography #Inter-Korean Economic Cooperation #Ukraine Reconstruction

8 strong themes — 8 recurred. Top: Construction (Small & Mid Cap) +13.4%.

Strong themes8 Top change+13.4% LeaderEehwaConstruction

Average change by strong theme

Average change of member stocks, by theme · descending
Construction (Small & Mid Cap)
+13.4%
Space & Aerospace (Nuri Rocket, Satellites)
+10.3%
Modular Housing
+9.5%
Shipbuilding
+6.5%
Power Equipment
+6.0%
Quantum Cryptography
+4.8%
Inter-Korean Economic Cooperation
+4.7%
Ukraine Reconstruction
+4.4%

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 -
ThemeLeaderChangeTrend
Construction (Small & Mid Cap)EehwaConstruction+16.76%
Space & Aerospace (Nuri Rocket, Satellites)Contec+17.76%
Modular HousingBumyang Construction+29.75%
ShipbuildingHanwha Ocean+15.98%
Power EquipmentCheil Electric+9.46%
Quantum CryptographyWooriro+15.18%
Inter-Korean Economic CooperationNamkwang Engineering & Construction+12.36%
Ukraine ReconstructionHeerim Architects & Planners+6.69%

On 2024-11-14, eight strong themes finished with every listed stock higher. Construction (Small & Mid Cap) led with an average change of 13.42%, and all 10 of its stocks rose.

The construction theme came back after a gap of 85 days. Bumyang Construction rose 29.75%, the largest gain in the data, and also led Modular Housing, which averaged 9.52%.

Space & Aerospace (Nuri Rocket, Satellites) came next with an average change of 10.32%. Hancom rose 18.34% and leader Contec rose 17.76%, while Hanwha Ocean led Shipbuilding with a 15.98% gain.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Construction (Small & Mid Cap)recurred after 85 days+13.4%10/10EehwaConstruction
2Space & Aerospace (Nuri Rocket, Satellites)recurred after 3 days+10.3%10/10Contec
3Modular Housingrecurred after 2 days+9.5%7/7Bumyang Construction
4Shipbuildingrecurred after 3 days+6.5%6/6Hanwha Ocean
5Power Equipmentrecurred after 6 days+6.0%10/10Cheil Electric
6Quantum Cryptographyrecurred after 6 days+4.8%6/6Wooriro
7Inter-Korean Economic Cooperationrecurred after 2 days+4.7%10/10Namkwang Engineering & Construction
8Ukraine Reconstructionrecurred after 2 days+4.4%10/10Heerim Architects & Planners

Theme by Theme

1. Construction (Small & Mid Cap) (recurred after 85 days)

StockChangeCloseLeader
Bumyang Construction 002410+29.8%2,290
ShinwonConstruction 017000+17.5%3,195
EehwaConstruction 001840+16.8%3,100★
Ilsung Construction 013360+13.1%1,759
Sangji Construction 042940+12.8%6,150
Namkwang Engineering & Construction 001260+12.4%9,000
Hanshin Construction 004960+11.3%7,400
Sambu Construction 001470+9.7%1,400
KD 044180+7.8%500
Nam Hwa Construction Company 091590+3.1%3,970

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2. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 3 days)

StockChangeCloseLeader
Hancom 030520+18.3%23,100
Contec 451760+17.8%13,130★
Hanwha Systems 272210+11.0%29,850
Innospace 462350+10.5%23,700
Lumir 474170+9.9%12,170
Genohco 361390+9.9%20,800
SatrecInitiative 099320+9.2%49,350
Firstec 010820+6.7%3,440
Korea Aerospace Industries 047810+5.3%69,700
Kencoa Aerospace 274090+4.7%11,370

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3. Modular Housing (recurred after 2 days)

StockChangeCloseLeader
Bumyang Construction 002410+29.8%2,290★
Hanshin Construction 004960+11.3%7,400
Kumkang Kind 014280+11.2%4,650
POSCO Holdings 005490+7.3%310,000
GS Engineering & Construction 006360+3.4%17,500
KolonGlobal 003070+2.5%9,820
Dukshinepc 090410+1.2%1,535

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4. Shipbuilding (recurred after 3 days)

StockChangeCloseLeader
Hanwha Ocean 042660+16.0%39,200★
HD Hyundai Heavy Industries 329180+9.4%217,500
Samsung Heavy Industries 010140+4.4%11,720
HD Korea Shipbuilding & Offshore Engineering 009540+3.9%192,900
HJ Shipbuilding & Construction 097230+2.8%2,920
HD Hyundai Mipo 010620+2.6%111,000

5. Power Equipment (recurred after 6 days)

StockChangeCloseLeader
Cheil Electric 199820+9.5%11,220★
Sanil Electric 062040+8.5%64,100
Doosan Enerbility 034020+8.2%22,450
HD Hyundai Electric 267260+7.4%379,000
Gaon Cable 000500+5.9%35,750
Iljin Electric 103590+4.5%25,650
Hyosung Heavy Industries 298040+4.5%479,500
Korea Electric Power 015760+4.0%23,100
Korea Electronic Power Industrial Development 130660+3.7%12,180
LS Eco Energy 229640+3.4%24,100

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6. Quantum Cryptography (recurred after 6 days)

StockChangeCloseLeader
Wooriro 046970+15.2%1,305★
Korea Computer & Systems 115500+6.9%7,270
Ictk 456010+3.3%5,900
Axgate 356680+1.9%4,635
Coweaver 056360+1.2%4,375
LG Uplus 032640+0.4%10,000

7. Inter-Korean Economic Cooperation (recurred after 2 days)

StockChangeCloseLeader
Namkwang Engineering & Construction 001260+12.4%9,000★
Sambu Construction 001470+9.7%1,400
Heerim Architects & Planners 037440+6.7%5,900
Ilshin Stone 007110+4.9%1,638
Korea Electric Power 015760+4.0%23,100
Nam Hwa Construction Company 091590+3.1%3,970
Codes Combine 047770+2.4%1,564
In the F 014990+1.7%730
Hyundai Engineering & Construction 000720+1.6%28,800
GnCenergy 119850+0.5%7,630

8. Ukraine Reconstruction (recurred after 2 days)

StockChangeCloseLeader
Sambu Construction 001470+9.7%1,400
SC Engineering 023960+7.2%1,806
Heerim Architects & Planners 037440+6.7%5,900★
Firstec 010820+6.7%3,440
Daeyang Electric 108380+5.0%12,600
TYM 002900+3.3%4,250
HD Construction Equipment 267270+1.7%60,700
Hyundai Engineering & Construction 000720+1.6%28,800
DASAN Networks 039560+1.1%3,515
Hyundai 011760+0.9%19,050

Closing Thoughts

Ukraine Reconstruction is the only theme whose episode runs through 2024-11-15, for a 2-day duration. Every other theme shows a one-day episode with a streak of 1.

Power Equipment averaged 5.95%, and Cheil Electric rose 9.46% on 15823648 shares. The next sessions will show whether any of these returning themes last longer than one day.