Mar 11: 8 Strong Themes — Coupang, Construction Equipment
8 strong themes — 1 running · 7 recurred. Top: Coupang +19.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Coupang | Kec Holdings | +29.61% | |
| Construction Equipment | HD Construction Equipment | +15.62% | |
| Nuclear | Bhi | +14.71% | |
| Battery / EV | Cowin Robotics | +6.41% | |
| Semiconductors | Dongjin Semichem | +7.50% | |
| Yellow Dust & Fine Particulates | Sang-a Frontec | +6.81% | |
| Crypto & Bitcoin | SBI Investment KOREA | +5.52% | |
| Securities Brokers | KIWOOM Securities | +5.96% |
On 2021-03-11, every stock across the day’s strong themes closed higher. Coupang led with an average change of 19.38%, as Kec Holdings jumped 29.61%.
Construction Equipment returned after a 91-day gap with an average change of 11.17%. HD Construction Equipment rose 15.62%, and Nuclear averaged 10.9%.
Battery / EV was the only theme on a second straight day, averaging 6.75%. Samsung SDI gained 8.02%, while Semiconductors averaged 5.48%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Coupang | recurred after 8 days | +19.4% | 3/3 | Kec Holdings |
| 2 | Construction Equipment | recurred after 91 days | +11.2% | 4/4 | HD Construction Equipment |
| 3 | Nuclear | recurred after 2 days | +10.9% | 3/3 | Bhi |
| 4 | Battery / EV | 2 days running | +6.8% | 5/5 | Cowin Robotics |
| 5 | Semiconductors | recurred after 9 days | +5.5% | 4/4 | Dongjin Semichem |
| 6 | Yellow Dust & Fine Particulates | recurred after 142 days | +5.3% | 4/4 | Sang-a Frontec |
| 7 | Crypto & Bitcoin | recurred after 2 days | +4.4% | 3/3 | SBI Investment KOREA |
| 8 | Securities Brokers | recurred after 34 days | +4.3% | 4/4 | KIWOOM Securities |
Theme by Theme
1. Coupang (recurred after 8 days)
- Episode: started 2021-03-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kec Holdings 006200 | +29.6% | 6,675 | ★ |
BK Tops 030790 | +18.4% | 12,900 | |
KCTC 009070 | +10.2% | 9,200 |
Related news
- 공모가 35달러 ‘쿠팡’ 미끄러지던 관련주, 또 ‘들썩들썩’ — 머니투데이 (Korean)
2. Construction Equipment (recurred after 91 days)
- Episode: started 2021-03-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Construction Equipment 267270 | +15.6% | 46,250 | ★ |
DY Power 210540 | +11.4% | 17,050 | |
Jinsung T.e.c 036890 | +9.3% | 12,900 | |
Hyundai Everdigm 041440 | +8.3% | 5,740 |
Related news
- 현대건설기계, 인플레이션이 야기하는 업황 개선…목표주가 ↑[신한금융투자] — 아주경제 (Korean)
- 원자재 슈퍼 싸이클…‘굴삭기 기업’ 현대건설기계도 급등 — 한국경제 (Korean)
- 현대건설기계, 15%대 급등…ESG 채권 500억 발행 영향? — 아주경제 (Korean)
3. Nuclear (recurred after 2 days)
- Episode: started 2021-03-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Enertork 019990 | +15.2% | 6,740 | |
Bhi 083650 | +14.7% | 3,820 | ★ |
KEPCO Engineering & Construction Company 052690 | +2.8% | 20,400 |
4. Battery / EV (2 days running)
- Episode: started 2021-03-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung SDI 006400 | +8.0% | 672,595 | |
L&F 066970 | +7.1% | 68,382 | |
SK Innovation 096770 | +6.9% | 237,624 | |
Cowin Robotics 282880 | +6.4% | 21,072 | ★ |
LG Chem 051910 | +5.4% | 939,000 |
Related news
- 외국인·기관 ‘쌍끌이’에 코스피, 2%대 강세…2차전지株 ‘급등’ — 한국경제 (Korean)
5. Semiconductors (recurred after 9 days)
- Episode: started 2021-03-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KohYoungTechnology 098460 | +8.4% | 23,300 | |
Dongjin Semichem 005290 | +7.5% | 30,100 | ★ |
Doosan Tesna 131970 | +4.7% | 44,700 | |
Samsung Electronics 005930 | +1.4% | 82,000 |
Related news
- [3/11 홍콩증시종합] 양회 폐막, 비철금속·반도체 등 정책수혜주 대거 급등 — 뉴스핌 (Korean)
- 美中 반도체 기업들, 협의 채널 만든다…中 반도체주 급등 — 머니투데이 (Korean)
- ‘반도체의 힘’…3월 1~10일 수출 25.2%↑ — 서울경제 (Korean)
6. Yellow Dust & Fine Particulates (recurred after 142 days)
- Episode: started 2021-03-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sang-a Frontec 089980 | +6.8% | 45,500 | ★ |
Clean & Science 045520 | +6.0% | 28,300 | |
Winix 044340 | +5.3% | 25,000 | |
KC Cottrell 119650 | +3.3% | 11,428 |
Related news
- [집중! 시세포착!] 상아프론테크, 멤브레인 개발·상용화로 호실적 전망! — 머니투데이 (Korean)
7. Crypto & Bitcoin (recurred after 2 days)
- Episode: started 2021-03-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SBI Investment KOREA 019550 | +5.5% | 3,060 | ★ |
KPM Tech 042040 | +4.2% | 219,092 | |
Atinum Investment 021080 | +3.6% | 2,600 |
Related news
- [특징주]비트코인 고공행진…가상화폐 관련주도 강세 — 아시아경제 (Korean)
- [특징주] 비트코인 고공 행진에…가상화폐 관련주 동반 강세 — 서울경제 (Korean)
- 쿠팡 공모가 확정되자…다날 가상화폐 ‘페이코인’ 40% 급등 — 한국경제 (Korean)
8. Securities Brokers (recurred after 34 days)
- Episode: started 2021-03-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KIWOOM Securities 039490 | +6.0% | 124,500 | ★ |
Daishin Securities 003540 | +5.0% | 14,800 | |
Meritz Securities 008560 | +3.4% | 4,235 | |
Korea Investment Holdings 071050 | +2.7% | 86,300 |
Related news
- [리포트 브리핑]파트론, ‘신규 사업에 대한 기대감 유효’ 목표가 16,500원 - 키움증권 — 뉴스핌 (Korean)
- [리포트 브리핑]삼천리자전거, ‘시장 트렌드 변화를 실적으로 증명하는 한 해’ Not Rated - 키움증권 — 뉴스핌 (Korean)
Closing Thoughts
Coupang and Semiconductors both carry episode end dates of 2021-03-12. The next session will show whether either move lasts beyond a single day.
Crypto & Bitcoin averaged 4.43% as headlines pointed to bitcoin’s rally. Securities Brokers came back after a 34-day gap, averaging 4.27%.