Jun 9: 2 Strong Themes — Remodeling & Interiors, Cement & Ready-Mix Concrete

June 9, 2015 · #Remodeling & Interiors #Cement & Ready-Mix Concrete

2 strong themes — 2 recurred. Top: Remodeling & Interiors +10.7%.

Strong themes2 Top change+10.7% LeaderEnex

Average change by strong theme

Average change of member stocks, by theme · descending
Remodeling & Interiors
+10.7%
Cement & Ready-Mix Concrete
+6.6%

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
Remodeling & InteriorsEnex+12.26%
Cement & Ready-Mix ConcreteHanil Hyundai Cement+9.91%-

Two construction-linked themes stood out on Jun 9, 2015. Remodeling & Interiors returned after a 103-day gap with an average change of 10.69%, and all 4 of its stocks rose.

Daelim Bath gained 12.3% and theme leader Enex rose 12.26%, with Sammok S-form up 10.11%. A Jun 8 Korean news report said Enex planned its first IR for overseas institutional investors.

Cement & Ready-Mix Concrete came back after a 14-day gap with an average change of 6.64%. Hanil Hyundai Cement led at 9.91%, while Asia Cement rose 3.37%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Remodeling & Interiorsrecurred after 103 days+10.7%4/4Enex
2Cement & Ready-Mix Concreterecurred after 14 days+6.6%2/2Hanil Hyundai Cement

Theme by Theme

1. Remodeling & Interiors (recurred after 103 days)

StockChangeCloseLeader
Daelim Bath 005750+12.3%20,550
Enex 011090+12.3%29,300★
Sammok S-form 018310+10.1%23,202
Byuksan 007210+8.1%8,970

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2. Cement & Ready-Mix Concrete (recurred after 14 days)

StockChangeCloseLeader
Hanil Hyundai Cement 006390+9.9%19,505★
Asia Cement 183190+3.4%12,043

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Closing Thoughts

Both themes are on a 1-day streak, so the open question is whether they continue past Jun 9. A same-day Korean news report linked the cement gains to profit hopes in the peak apartment-sales season.

Trading volume showed big gaps between stocks. Byuksan traded 2676655 shares on its 8.07% rise, while Hanil Hyundai Cement traded only 32615.