Jan 30: 4 Strong Themes — Cement & Ready-Mix Concrete, Railways

January 30, 2019 · #Cement & Ready-Mix Concrete #Railways #Steel #Construction

4 strong themes — 3 recurred · 1 new. Top: Cement & Ready-Mix Concrete +23.4%.

Strong themes4 Top change+23.4% LeaderHC BoKwang Industry

Average change by strong theme

Average change of member stocks, by theme · descending
Cement & Ready-Mix Concrete
+23.4%
Railways
+12.0%
Steel
+7.2%
Construction
+5.7%

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
Cement & Ready-Mix ConcreteHC BoKwang Industry+29.86%
RailwaysDong-Ah Geological Engineering Company+12.25%
SteelKyeong Nam Steel+7.64%
ConstructionIPARK Hyundai Development Company+8.12%

Construction-related themes dominated the Jan 30, 2019 session. Cement & Ready-Mix Concrete led all themes with an average change of 23.37%, returning after a 106-day gap.

HC BoKwang Industry led the theme with a 29.86% gain, while Sungshin Cement rose 16.87%. Same-day headlines tied the jump to SOC projects being exempted from feasibility reviews.

Railways averaged 11.96%, led by Dong-Ah Geological Engineering Company at 12.25%. New theme Steel averaged 7.2%, and Construction gained 5.71% with 5 of 5 stocks up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Cement & Ready-Mix Concreterecurred after 106 days+23.4%2/3HC BoKwang Industry
2Railwaysrecurred after 110 days+12.0%2/2Dong-Ah Geological Engineering Company
3Steelnew+7.2%2/2Kyeong Nam Steel
4Constructionrecurred after 41 days+5.7%5/5IPARK Hyundai Development Company

Theme by Theme

1. Cement & Ready-Mix Concrete (recurred after 106 days)

StockChangeCloseLeader
HC BoKwang Industry 225530+29.9%5,850★
Sungshin Cement 004980+16.9%14,200
Kangdong C&L 198440--

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2. Railways (recurred after 110 days)

StockChangeCloseLeader
Dong-Ah Geological Engineering Company 028100+12.2%22,900★
TuksuConstruction 026150+11.7%8,139

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3. Steel (new)

StockChangeCloseLeader
Kyeong Nam Steel 039240+7.6%2,185★
Dae Dong Steel 048470+6.8%12,650

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4. Construction (recurred after 41 days)

StockChangeCloseLeader
IPARK Hyundai Development Company 294870+8.1%46,916★
KUMHO Engineering & Construction 002990+7.1%13,500
Seohee Construction 035890+6.5%2,582
GS Engineering & Construction 006360+3.5%47,600
Hyundai Engineering & Construction 000720+3.3%60,130

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Closing Thoughts

Every theme was on day one of its streak, so the data covers only a single session. Whether Cement & Ready-Mix Concrete extends beyond its 1-day episode remains open.

Kangdong C&L had no price data, leaving cement with 2 of 3 stocks up. In Construction, IPARK Hyundai Development Company led at 8.12%, while Hyundai Engineering & Construction rose 3.34%.