Mar 29: 8 Strong Themes — Political Ties (Yoon Suk-yeol), Media & Content
8 strong themes — 1 running · 7 recurred. Top: Political Ties (Yoon Suk-yeol) +13.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Yoon Suk-yeol) | Dcksung | +22.85% | |
| Media & Content | Daewon Media | +22.57% | |
| Steel Majors / Steel (Small & Mid Cap) | Husteel | +9.75% | |
| Construction Equipment | HD Hyundai Infracore | +9.76% | - |
| Shipbuilding / Shipbuilding Equipment | Inhwa Precision | +18.34% | |
| Telecom Equipment / 5G | Gigalane | +5.93% | |
| Wind / Solar | Doosan Enerbility | +4.33% | |
| Yellow Dust & Fine Particulates | Monalisa | +2.58% |
On 2021-03-29, Political Ties (Yoon Suk-yeol) led with an average change of 13.11%, with all 4 stocks up. Dcksung topped the group at 22.85%.
Media & Content followed with an average change of 11.52%, led by Daewon Media at 22.57%. 4 of its 5 stocks rose.
Shipbuilding / Shipbuilding Equipment was the only theme on a streak, rising for a 2nd straight session with all 5 stocks up. Inhwa Precision led at 18.34%, and the theme averaged 6.71%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Yoon Suk-yeol) | recurred after 7 days | +13.1% | 4/4 | Dcksung |
| 2 | Media & Content | recurred after 5 days | +11.5% | 4/5 | Daewon Media |
| 3 | Steel Majors / Steel (Small & Mid Cap) | recurred after 21 days | +9.4% | 2/3 | Husteel |
| 4 | Construction Equipment | recurred after 18 days | +7.2% | 3/3 | HD Hyundai Infracore |
| 5 | Shipbuilding / Shipbuilding Equipment | 2 days running | +6.7% | 5/5 | Inhwa Precision |
| 6 | Telecom Equipment / 5G | recurred after 817 days | +5.5% | 2/2 | Gigalane |
| 7 | Wind / Solar | recurred after 256 days | +4.7% | 5/6 | Doosan Enerbility |
| 8 | Yellow Dust & Fine Particulates | recurred after 18 days | +2.8% | 4/4 | Monalisa |
Theme by Theme
1. Political Ties (Yoon Suk-yeol) (recurred after 7 days)
- Episode: started 2021-03-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dcksung 004830 | +22.9% | 20,700 | ★ |
Seoyon 007860 | +15.0% | 19,900 | |
Mobase Electronics 012860 | +11.5% | 2,905 | |
Woongjin 016880 | +3.0% | 3,045 |
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2. Media & Content (recurred after 5 days)
- Episode: started 2021-03-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewon Media 048910 | +22.6% | 17,650 | ★ |
Loa & Co Holdings 204630 | +10.6% | 60,870 | |
Studio Dragon 253450 | +6.8% | 99,700 | |
Wysiwyg Studios 299900 | +6.1% | 3,025 | |
Atlas Link 297570 | - | - |
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3. Steel Majors / Steel (Small & Mid Cap) (recurred after 21 days)
- Episode: started 2021-03-29, day 1
Related news
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4. Construction Equipment (recurred after 18 days)
- Episode: started 2021-03-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Infracore 042670 | +9.8% | 9,521 | ★ |
Doosan Bobcat 241560 | +6.5% | 42,100 | |
Jinsung T.e.c 036890 | +5.4% | 15,500 |
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- 美바이든 ‘3400조’ 인프라 투자…한국 건설기계 훈풍 부나 — 머니투데이 (Korean)
5. Shipbuilding / Shipbuilding Equipment (2 days running)
- Episode: started 2021-03-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Inhwa Precision 101930 | +18.3% | 1,910 | ★ |
Dongsung Finetec 033500 | +8.2% | 13,800 | |
Samsung Heavy Industries 010140 | +3.5% | 7,070 | |
Hanwha Ocean 042660 | +2.1% | 25,808 | |
HD Hyundai Mipo 010620 | +1.4% | 64,600 |
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- [특징주]한국조선해양, 잇따른 수주에 주가 강세 — 헤럴드경제 (Korean)
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6. Telecom Equipment / 5G (recurred after 817 days)
- Episode: started 2021-03-29, day 1
7. Wind / Solar (recurred after 256 days)
- Episode: started 2021-03-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Agent AI 060900 | +7.3% | 293,399 | |
SeAH Steel 306200 | +6.3% | 93,400 | |
Doosan Enerbility 034020 | +4.3% | 12,789 | ★ |
Dongkuk Structures & Construction 100130 | +3.5% | 6,790 | |
Hanwha Solutions 009830 | +2.1% | 57,308 | |
OCI Holdings Company 010060 | - | - |
Related news
- [장중수급포착] 두산중공업, 기관 5일 연속 순매수행진… 주가 +6.30% — 뉴스핌 (Korean)
- 두산중공업, 재무구조 개선·계열사 성장 덕에 주가 볕들까 — 아시아투데이 (Korean)
8. Yellow Dust & Fine Particulates (recurred after 18 days)
- Episode: started 2021-03-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samil Pharmaceutical 000520 | +3.2% | 9,512 | |
Welcron 065950 | +3.0% | 5,090 | |
Monalisa 012690 | +2.6% | 5,170 | ★ |
Clean & Science 045520 | +2.5% | 28,600 |
Closing Thoughts
Construction Equipment returned after an 18-day gap with an average change of 7.22%, alongside news on US infrastructure spending. Whether it extends past one day is the next question.
Telecom Equipment / 5G reappeared after a gap of 817 days, with an average change of 5.5%. Most other themes were one-day episodes, so the next session will show which moves carry over.