Mar 27: 6 Strong Themes — Modular Housing, Political Ties (Lee Jae-myung)
6 strong themes — 2 running · 4 recurred. Top: Modular Housing +14.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Modular Housing | NatureandEnvironment | +29.87% | |
| Political Ties (Lee Jae-myung) | Hyungji Global | +30.00% | |
| Agriculture | Asia Seed | +25.88% | |
| Carbon Credits & CCUS | Airrane | +15.69% | |
| Disaster Safety (Earthquake, Fire) | Incon | +1.98% | |
| Construction Majors | GS Engineering & Construction | +1.28% |
On 2025-03-27, every theme in the data closed with all of its stocks higher. Modular Housing led with an average change of 14.1%, and all 6 of its stocks rose.
Political Ties (Lee Jae-myung) extended its run to a streak of 2 days, averaging 13.81%. Hyungji Global led with a 30.0% gain, and all 10 stocks rose.
Agriculture returned after a gap of 181 days, averaging 7.33%, with Asia Seed up 25.88%. Carbon Credits & CCUS averaged 5.09% as Airrane rose 15.69%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Modular Housing | recurred after 9 days | +14.1% | 6/6 | NatureandEnvironment |
| 2 | Political Ties (Lee Jae-myung) | 2 days running | +13.8% | 10/10 | Hyungji Global |
| 3 | Agriculture | recurred after 181 days | +7.3% | 7/7 | Asia Seed |
| 4 | Carbon Credits & CCUS | recurred after 52 days | +5.1% | 6/6 | Airrane |
| 5 | Disaster Safety (Earthquake, Fire) | 2 days running | +2.4% | 8/8 | Incon |
| 6 | Construction Majors | recurred after 22 days | +0.8% | 4/4 | GS Engineering & Construction |
Theme by Theme
1. Modular Housing (recurred after 9 days)
- Episode: started 2025-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NatureandEnvironment 043910 | +29.9% | 787 | ★ |
SY 109610 | +25.1% | 4,785 | |
Dukshinepc 090410 | +16.1% | 1,741 | |
Kumkang Kind 014280 | +12.1% | 4,465 | |
GS Engineering & Construction 006360 | +1.3% | 17,370 | |
KolonGlobal 003070 | +0.2% | 8,620 |
2. Political Ties (Lee Jae-myung) (2 days running)
- Episode: started 2025-03-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyungji Global 308100 | +30.0% | 3,640 | ★ |
HYUNGJI Innovation and Creative 011080 | +29.9% | 1,250 | |
Orient Precision Industries 065500 | +20.8% | 11,100 | |
Orientbio 002630 | +17.8% | 1,855 | |
Hyungji Elite 093240 | +16.5% | 2,580 | |
DongshinEngineering&Construction 025950 | +7.9% | 54,700 | |
Dgenx 113810 | +6.5% | 1,852 | |
Eagon Holdings 039020 | +4.5% | 3,635 | |
Ilsung Construction 013360 | +2.4% | 3,695 | |
Haatz 066130 | +1.9% | 5,350 |
3. Agriculture (recurred after 181 days)
- Episode: started 2025-03-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Asia Seed 154030 | +25.9% | 2,335 | ★ |
HyosungONBCo 097870 | +10.5% | 6,610 | |
Nousbo 332290 | +5.8% | 1,056 | |
TYM 002900 | +3.8% | 4,700 | |
Chobi 001550 | +3.0% | 10,600 | |
Namhae Chemical 025860 | +2.1% | 6,410 | |
Asia Technology 050860 | +0.3% | 1,945 |
4. Carbon Credits & CCUS (recurred after 52 days)
- Episode: started 2025-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Airrane 163280 | +15.7% | 18,140 | ★ |
Eagon Industrial 008250 | +8.3% | 5,850 | |
Hansol HomeDeco 025750 | +2.4% | 870 | |
Green Chemical 083420 | +2.3% | 6,260 | |
Chemtros 220260 | +1.6% | 4,365 | |
Unid 014830 | +0.3% | 76,300 |
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5. Disaster Safety (Earthquake, Fire) (2 days running)
- Episode: started 2025-03-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hancom Lifecare 372910 | +9.7% | 3,745 | |
Paratech 033540 | +4.1% | 1,686 | |
Incon 083640 | +2.0% | 258 | ★ |
Autech 067170 | +1.5% | 2,970 | |
Uangel 072130 | +0.8% | 5,330 | |
HRS 036640 | +0.5% | 4,910 | |
Heerim Architects & Planners 037440 | +0.2% | 5,070 | |
Hyundai Everdigm 041440 | +0.1% | 8,610 |
6. Construction Majors (recurred after 22 days)
- Episode: started 2025-03-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Engineering & Construction 006360 | +1.3% | 17,370 | ★ |
DL E&c 375500 | +1.1% | 42,400 | |
Hyundai Engineering & Construction 000720 | +0.7% | 34,700 | |
Daewoo Engineering & Construction 047040 | +0.1% | 3,275 |
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- “부동산 업황 턴어라운드 전망” GS건설, 목표가·투자의견↑-하나 — 파이낸셜뉴스 (Korean)
- 하나證 “GS건설, 내년 업황 턴어라운드 기대, 목표주가↑” — 아주경제 (Korean)
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Closing Thoughts
Political Ties (Lee Jae-myung) and Disaster Safety (Earthquake, Fire) are the two themes on a streak of 2. The open question is whether either one runs past Mar 27.
Construction Majors had a milder average of 0.81%, alongside news of a broker report on GS Engineering & Construction. The next thing to see is whether the gains stay spread across the large builders.