Mar 31: 8 Strong Themes — LED, Cement & Ready-Mix Concrete
8 strong themes — 6 recurred · 2 new. Top: LED +17.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| LED | ODTech | +29.90% | |
| Cement & Ready-Mix Concrete | Sungshin Cement | +12.75% | |
| Baby & Birth Rate / Infant & Child Products / Character Merchandise | Daewon Media | +22.31% | |
| Paint | Kangnam Jevisco | +10.37% | |
| Remodeling & Interiors | Haatz | +11.16% | |
| Construction (Small & Mid Cap) | DongshinEngineering&Construction | +8.63% | |
| Banks / Life Insurance / Property & Casualty Insurance | Hanwha Life Insurance | +3.22% | |
| Japan Boycott Beneficiaries | Monami | +3.56% |
On Mar 31, 2021, LED topped the strong themes with an average change of 17.73%. ODTech jumped 29.9%, and Lake Materials added 5.57%.
Construction-linked groups moved together. Cement & Ready-Mix Concrete averaged 9.41%, led by Sungshin Cement at 12.75%. Remodeling & Interiors averaged 7.83%.
Among new themes, Baby & Birth Rate / Infant & Child Products / Character Merchandise averaged 8.14%, with Daewon Media up 22.31%. Every listed stock in every theme closed higher on the day.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | LED | recurred after 1715 days | +17.7% | 2/2 | ODTech |
| 2 | Cement & Ready-Mix Concrete | recurred after 5 days | +9.4% | 3/3 | Sungshin Cement |
| 3 | Baby & Birth Rate / Infant & Child Products / Character Merchandise | new | +8.1% | 4/4 | Daewon Media |
| 4 | Paint | recurred after 55 days | +7.8% | 2/2 | Kangnam Jevisco |
| 5 | Remodeling & Interiors | recurred after 5 days | +7.8% | 4/4 | Haatz |
| 6 | Construction (Small & Mid Cap) | recurred after 5 days | +6.8% | 3/3 | DongshinEngineering&Construction |
| 7 | Banks / Life Insurance / Property & Casualty Insurance | new | +3.7% | 4/4 | Hanwha Life Insurance |
| 8 | Japan Boycott Beneficiaries | recurred after 215 days | +3.7% | 3/3 | Monami |
Theme by Theme
1. LED (recurred after 1715 days)
- Episode: started 2021-03-31, day 1
Related news
- 레이크머티리얼즈 17.89% 급등…“삼성, 테슬라에 LED용 전구체 공급” — 아주경제 (Korean)
- [특징주]오디텍, 테슬라 공급 예정 ‘삼성전자 LED 핵심 부품’ 독점 공급 부각 — 대한경제 (Korean)
2. Cement & Ready-Mix Concrete (recurred after 5 days)
- Episode: started 2021-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sungshin Cement 004980 | +12.8% | 10,700 | ★ |
Hanilcement 300720 | +9.1% | 16,800 | |
Asia Cement 183190 | +6.4% | 11,650 |
Related news
- [장중수급포착] 성신양회, 외국인 29.34만 주 대량 순매수… 주가 +9.06% — 뉴스핌 (Korean)
3. Baby & Birth Rate / Infant & Child Products / Character Merchandise (new)
- Episode: started 2021-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewon Media 048910 | +22.3% | 22,200 | ★ |
Episode Company 317530 | +5.5% | 7,830 | |
Agabang&company 013990 | +2.5% | 3,530 | |
Toebox Korea 215480 | +2.2% | 6,830 |
Related news
- 대원미디어 24.52% 폭등…“日과 中으로 콘텐츠 영토 확장” — 아주경제 (Korean)
- [익절의 기술] ‘대원미디어’ 한주만에 +45%! 다음은 ‘서진시스템’ 도전! — 머니투데이 (Korean)
4. Paint (recurred after 55 days)
- Episode: started 2021-03-31, day 1
5. Remodeling & Interiors (recurred after 5 days)
- Episode: started 2021-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Haatz 066130 | +11.2% | 11,950 | ★ |
Sammok S-form 018310 | +9.9% | 13,850 | |
Enex 011090 | +5.6% | 11,275 | |
KCC 002380 | +4.6% | 237,500 |
6. Construction (Small & Mid Cap) (recurred after 5 days)
- Episode: started 2021-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DongshinEngineering&Construction 025950 | +8.6% | 42,150 | ★ |
Samho Development 010960 | +6.6% | 5,180 | |
KolonGlobal 003070 | +5.2% | 20,368 |
7. Banks / Life Insurance / Property & Casualty Insurance (new)
- Episode: started 2021-03-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Meritz Fire & Marine Insurance 000060 | +5.2% | 19,350 | |
Hana Financial Group 086790 | +3.5% | 42,800 | |
Hanwha Life Insurance 088350 | +3.2% | 3,210 | ★ |
JB Financial Group 175330 | +2.8% | 6,550 |
Related news
- [장중수급포착] 한화생명, 외국인 76.04만 주 대량 순매수… 주가 +4.34% — 뉴스핌 (Korean)
- [장중수급포착] 한화생명, 외국인/기관 동시 순매수… 주가 +1.17% — 뉴스핌 (Korean)
8. Japan Boycott Beneficiaries (recurred after 215 days)
- Episode: started 2021-03-31, day 1
Related news
- [특징주] 독도 이슈로 일본 불매운동 재점화되나…모나미, 신성통상 급등세 — 헤럴드경제 (Korean)
Closing Thoughts
Every theme has a streak of 1, so it remains to be seen whether any of these moves continue after Mar 31. LED came back after a gap of 1715 days, and Paint after a gap of 55 days.
The new Banks / Life Insurance / Property & Casualty Insurance theme had an average change of 3.68%, led by Hanwha Life Insurance. Japan Boycott Beneficiaries averaged 3.67%, with Monami as its leader.