Aug 11: 5 Strong Themes — Four Major Rivers Restoration, 5G / Telecom Equipment
5 strong themes — 5 recurred. Top: Four Major Rivers Restoration +12.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Four Major Rivers Restoration | EehwaConstruction | +29.96% | |
| 5G / Telecom Equipment | Pentastone Electronics | +23.23% | |
| Political Ties (Lee Nak-yon) | Bumyang Construction | +21.59% | |
| Shipbuilding | Hanwha Ocean | +8.69% | |
| Banks | Shinhan Financial Group | +6.48% |
Five themes led the Aug 11 session, and every listed stock in them closed higher. Four Major Rivers Restoration led with an average change of 12.4%, back after an 872-day gap.
EehwaConstruction rose 29.96%, the largest gain in the data. TuksuConstruction added 11.14%. Press reports tied the rally to presidential remarks on a river weir study.
5G / Telecom Equipment followed with an average change of 10.69%, led by Pentastone Electronics at 23.23%. Political Ties (Lee Nak-yon) averaged 9.93%, with Bumyang Construction up 21.59%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Four Major Rivers Restoration | recurred after 872 days | +12.4% | 4/4 | EehwaConstruction |
| 2 | 5G / Telecom Equipment | recurred after 4 days | +10.7% | 5/5 | Pentastone Electronics |
| 3 | Political Ties (Lee Nak-yon) | recurred after 41 days | +9.9% | 3/3 | Bumyang Construction |
| 4 | Shipbuilding | recurred after 21 days | +5.8% | 3/3 | Hanwha Ocean |
| 5 | Banks | recurred after 29 days | +4.7% | 4/4 | Shinhan Financial Group |
Theme by Theme
1. Four Major Rivers Restoration (recurred after 872 days)
- Episode: started 2020-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
EehwaConstruction 001840 | +30.0% | 9,156 | ★ |
TuksuConstruction 026150 | +11.1% | 7,611 | |
Woowon Development 046940 | +4.6% | 6,400 | |
NatureandEnvironment 043910 | +3.9% | 14,360 |
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2. 5G / Telecom Equipment (recurred after 4 days)
- Episode: started 2020-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pentastone Electronics 332570 | +23.2% | 18,300 | ★ |
Ace Technologies 088800 | +10.0% | 82,801 | |
Solid 050890 | +9.8% | 10,848 | |
CS 065770 | +5.9% | 5,763 | |
Frtek 073540 | +4.5% | 6,690 |
Related news
- [이시각 상한가] 와이팜(▲4450) - 11일 오전 10시11분 — 이투데이 (Korean)
- [장중수급포착] 와이팜, 외국인/기관 동시 순매수… 주가 +29.97% — 뉴스핌 (Korean)
3. Political Ties (Lee Nak-yon) (recurred after 41 days)
- Episode: started 2020-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumyang Construction 002410 | +21.6% | 7,210 | ★ |
Namsun Aluminium 008350 | +4.1% | 5,290 | |
Bookook Steel 026940 | +4.1% | 5,630 |
4. Shipbuilding (recurred after 21 days)
- Episode: started 2020-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +8.7% | 22,787 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +5.2% | 91,700 | |
HD Hyundai Mipo 010620 | +3.6% | 32,650 |
Related news
- [리포트 브리핑]대우조선해양, ‘유로 및 원화 강세는 선박 발주의 신호탄’ 목표가 40,000원 - 하나금융투자 — 뉴스핌 (Korean)
- [장중수급포착] 대우조선해양, 외국인 40,903주 대량 순매수… 주가 +2.97% — 뉴스핌 (Korean)
5. Banks (recurred after 29 days)
- Episode: started 2020-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinhan Financial Group 055550 | +6.5% | 32,850 | ★ |
iM Financial Group 139130 | +4.6% | 5,650 | |
KB Financial Group 105560 | +4.4% | 38,800 | |
Industrial Bank Of Korea 024110 | +3.3% | 8,680 |
Closing Thoughts
All five themes carry a streak of 1. The next sessions will show whether any of these moves extends beyond Aug 11.
The other thread is the steadier themes: Shipbuilding averaged 5.83% behind Hanwha Ocean’s 8.69%, and Banks 4.72% behind Shinhan Financial Group’s 6.48%.