Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction

November 21, 2024 · #Construction (Small & Mid Cap) #Ukraine Reconstruction #Modular Housing #Construction Equipment #Crypto & Bitcoin #Semiconductor Equipment #Semiconductor Materials & Components #Telecom Carriers

8 strong themes — 8 recurred. Top: Construction (Small & Mid Cap) +15.2%.

Strong themes8 Top change+15.2% LeaderSambu Construction

Average change by strong theme

Average change of member stocks, by theme · descending
Construction (Small & Mid Cap)
+15.2%
Ukraine Reconstruction
+9.7%
Modular Housing
+6.4%
Construction Equipment
+5.4%
Crypto & Bitcoin
+4.3%
Semiconductor Equipment
+4.2%
Semiconductor Materials & Components
+3.3%
Telecom Carriers
+2.3%

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)Sambu Construction+30.00%
Ukraine ReconstructionSambu Construction+30.00%
Modular HousingBumyang Construction+29.98%
Construction EquipmentDaedongMetal+29.87%
Crypto & BitcoinCom2uS Holdings+15.84%
Semiconductor EquipmentWonik Holdings+6.69%
Semiconductor Materials & ComponentsISC+10.01%
Telecom CarriersLG 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

#ThemeStatusAvg. changeUp/TotalLeader
1Construction (Small & Mid Cap)recurred after 7 days+15.2%10/10Sambu Construction
2Ukraine Reconstructionrecurred after 6 days+9.7%10/10Sambu Construction
3Modular Housingrecurred after 7 days+6.4%9/9Bumyang Construction
4Construction Equipmentrecurred after 6 days+5.4%9/9DaedongMetal
5Crypto & Bitcoinrecurred after 7 days+4.3%10/10Com2uS Holdings
6Semiconductor Equipmentrecurred after 6 days+4.2%9/9Wonik Holdings
7Semiconductor Materials & Componentsrecurred after 6 days+3.3%10/10ISC
8Telecom Carriersrecurred after 77 days+2.3%2/2LG Uplus

Theme by Theme

1. Construction (Small & Mid Cap) (recurred after 7 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
LG Uplus 032640+2.9%10,880★
KT 030200+1.6%44,000

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%.