Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction
8 strong themes — 8 recurred. Top: Construction (Small & Mid Cap) +15.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Construction (Small & Mid Cap) | Sambu Construction | +30.00% | |
| Ukraine Reconstruction | Sambu Construction | +30.00% | |
| Modular Housing | Bumyang Construction | +29.98% | |
| Construction Equipment | DaedongMetal | +29.87% | |
| Crypto & Bitcoin | Com2uS Holdings | +15.84% | |
| Semiconductor Equipment | Wonik Holdings | +6.69% | |
| Semiconductor Materials & Components | ISC | +10.01% | |
| Telecom Carriers | LG Uplus | +2.93% |
Construction names led the Nov 21 session. Construction (Small & Mid Cap) posted an average change of 15.22%, and all 10 stocks in the theme closed higher.
Sambu Construction led both that theme and Ukraine Reconstruction with a 30.0% gain. Ukraine Reconstruction averaged 9.7%, and all 10 of its stocks rose.
Every stock in all eight themes closed higher. Crypto & Bitcoin averaged 4.28%, led by Com2uS Holdings at 15.84%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Construction (Small & Mid Cap) | recurred after 7 days | +15.2% | 10/10 | Sambu Construction |
| 2 | Ukraine Reconstruction | recurred after 6 days | +9.7% | 10/10 | Sambu Construction |
| 3 | Modular Housing | recurred after 7 days | +6.4% | 9/9 | Bumyang Construction |
| 4 | Construction Equipment | recurred after 6 days | +5.4% | 9/9 | DaedongMetal |
| 5 | Crypto & Bitcoin | recurred after 7 days | +4.3% | 10/10 | Com2uS Holdings |
| 6 | Semiconductor Equipment | recurred after 6 days | +4.2% | 9/9 | Wonik Holdings |
| 7 | Semiconductor Materials & Components | recurred after 6 days | +3.3% | 10/10 | ISC |
| 8 | Telecom Carriers | recurred after 77 days | +2.3% | 2/2 | LG Uplus |
Theme by Theme
1. Construction (Small & Mid Cap) (recurred after 7 days)
- Episode: started 2024-11-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +30.0% | 1,274 | ★ |
Bumyang Construction 002410 | +30.0% | 3,165 | |
Namkwang Engineering & Construction 001260 | +25.5% | 9,500 | |
EehwaConstruction 001840 | +15.5% | 2,950 | |
Ilsung Construction 013360 | +12.5% | 1,573 | |
DYD 219550 | +9.2% | 700 | |
KolonGlobal 003070 | +8.9% | 10,300 | |
KUMHO Engineering & Construction 002990 | +8.5% | 2,930 | |
Camus Engineering & Construction 013700 | +6.1% | 1,261 | |
ShinwonConstruction 017000 | +6.0% | 3,110 |
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2. Ukraine Reconstruction (recurred after 6 days)
- Episode: started 2024-11-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +30.0% | 1,274 | ★ |
TYM 002900 | +12.9% | 5,000 | |
Heerim Architects & Planners 037440 | +10.8% | 5,970 | |
DYD 219550 | +9.2% | 700 | |
DASAN Networks 039560 | +8.9% | 4,035 | |
Yooshin Engineering 054930 | +6.9% | 25,450 | |
DAEMO Engineering 317850 | +5.2% | 9,940 | |
SG 255220 | +5.1% | 3,415 | |
SY 109610 | +4.1% | 4,475 | |
Development Advance Solution 058730 | +4.0% | 3,635 |
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3. Modular Housing (recurred after 7 days)
- Episode: started 2024-11-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumyang Construction 002410 | +30.0% | 3,165 | ★ |
KolonGlobal 003070 | +8.9% | 10,300 | |
SY 109610 | +4.1% | 4,475 | |
Kumkang Kind 014280 | +3.8% | 4,560 | |
GS Engineering & Construction 006360 | +3.6% | 18,450 | |
POSCO Holdings 005490 | +3.0% | 304,000 | |
Hanshin Construction 004960 | +2.5% | 6,860 | |
Dukshinepc 090410 | +1.0% | 1,660 | |
NatureandEnvironment 043910 | +0.8% | 595 |
4. Construction Equipment (recurred after 6 days)
- Episode: started 2024-11-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DaedongMetal 020400 | +29.9% | 8,000 | ★ |
DAEMO Engineering 317850 | +5.2% | 9,940 | |
Jinsung T.e.c 036890 | +3.6% | 9,450 | |
Hyundai Everdigm 041440 | +3.5% | 9,460 | |
Heungkuk Metaltech 010240 | +2.1% | 4,780 | |
Haein 003010 | +1.9% | 4,965 | |
Daechang Forging 015230 | +1.2% | 5,060 | |
HD Hyundai Infracore 042670 | +0.7% | 7,280 | |
Seoyon Topmetal 019770 | +0.4% | 3,885 |
5. Crypto & Bitcoin (recurred after 7 days)
- Episode: started 2024-11-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Com2uS Holdings 063080 | +15.8% | 29,250 | ★ |
T Scientific 057680 | +6.0% | 1,298 | |
Danal 064260 | +4.1% | 3,155 | |
Woori Technology Investment 041190 | +3.7% | 9,750 | |
Wizit 036090 | +3.7% | 765 | |
Wemade 112040 | +2.8% | 40,450 | |
Bitplanet 049470 | +2.5% | 287 | |
Hanwha Investment&securities 003530 | +2.2% | 3,790 | |
Neowiz Holdings 042420 | +1.1% | 18,140 | |
Makus 093520 | +0.9% | 8,570 |
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6. Semiconductor Equipment (recurred after 6 days)
- Episode: started 2024-11-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +6.7% | 2,870 | ★ |
Fine Semitech 036810 | +5.8% | 17,180 | |
Techwing 089030 | +5.5% | 37,550 | |
Park Systems 140860 | +4.3% | 182,500 | |
Pemtron 168360 | +4.1% | 7,550 | |
YC 232140 | +3.6% | 9,890 | |
Tse 131290 | +2.6% | 40,600 | |
Neosem 253590 | +2.6% | 9,630 | |
The Codi 224060 | +2.4% | 4,105 |
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7. Semiconductor Materials & Components (recurred after 6 days)
- Episode: started 2024-11-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
ISC 095340 | +10.0% | 50,000 | ★ |
Fine Semitech 036810 | +5.8% | 17,180 | |
S&S Tech 101490 | +5.6% | 22,500 | |
Chunbo 278280 | +2.5% | 42,400 | |
Temc CNS 241790 | +2.1% | 4,965 | |
INNOX Advanced Materials 272290 | +2.1% | 22,250 | |
Foosung 093370 | +1.3% | 5,570 | |
Samt 031330 | +1.1% | 2,720 | |
Nepes 033640 | +1.1% | 6,350 | |
Mecaro 241770 | +1.0% | 7,830 |
8. Telecom Carriers (recurred after 77 days)
- Episode: started 2024-11-21, day 1
Closing Thoughts
Every theme came back after a gap of 6 or 7 days, except Telecom Carriers, which returned after 77 days. The next sessions will show whether these one-day episodes continue.
Crypto & Bitcoin, Semiconductor Equipment and Semiconductor Materials & Components show episodes running to Nov 22. ISC led the materials theme at 10.01%.