May 7: 8 Strong Themes — Undersea Tunnels & Underground Roads, Political Ties (Lee Jae-myung)
8 strong themes — 2 running · 2 recurred · 4 new. Top: Undersea Tunnels & Underground Roads +15.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Undersea Tunnels & Underground Roads | TuksuConstruction | +29.84% | |
| Political Ties (Lee Jae-myung) | EehwaConstruction | +13.93% | |
| Construction / Remodeling & Interiors / Paint / Cement & Ready-Mix Concrete | Namkwang Engineering & Construction | +19.80% | |
| Department Stores / Convenience Stores / Retail Distribution / Duty Free / Fashion & Clothing | Sto | +17.23% | |
| Travel / Airlines & Low-Cost Carriers | RedcapTour | +8.12% | |
| Pharma & Biotech | Celltrion | +5.54% | |
| Wind / Hydrogen | Dongkuk Structures & Construction | +2.95% | |
| Shipping | HMM | +6.77% |
Undersea Tunnels & Underground Roads led the 2021-05-07 session with an average change of 15.75%, all 3 of its stocks rising. TuksuConstruction topped it at 29.84% on a second straight day.
Political Ties (Lee Jae-myung) returned after a 29-day gap, averaging 9.62% with all 5 stocks up. CS gained 19.32%, while leader EehwaConstruction rose 13.93%.
Newly appearing Construction / Remodeling & Interiors / Paint / Cement & Ready-Mix Concrete averaged 8.72%, led by Namkwang Engineering & Construction at 19.8%. Department Stores / Convenience Stores / Retail Distribution / Duty Free / Fashion & Clothing averaged 6.71%, all 7 stocks up.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Undersea Tunnels & Underground Roads | 2 days running | +15.8% | 3/3 | TuksuConstruction |
| 2 | Political Ties (Lee Jae-myung) | recurred after 29 days | +9.6% | 5/5 | EehwaConstruction |
| 3 | Construction / Remodeling & Interiors / Paint / Cement & Ready-Mix Concrete | new | +8.7% | 4/5 | Namkwang Engineering & Construction |
| 4 | Department Stores / Convenience Stores / Retail Distribution / Duty Free / Fashion & Clothing | new | +6.7% | 7/7 | Sto |
| 5 | Travel / Airlines & Low-Cost Carriers | new | +3.5% | 4/5 | RedcapTour |
| 6 | Pharma & Biotech | recurred after 486 days | +3.4% | 3/3 | Celltrion |
| 7 | Wind / Hydrogen | new | +3.3% | 5/5 | Dongkuk Structures & Construction |
| 8 | Shipping | 2 days running | +0.9% | 1/3 | HMM |
Theme by Theme
1. Undersea Tunnels & Underground Roads (2 days running)
- Episode: started 2021-05-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
TuksuConstruction 026150 | +29.8% | 12,766 | ★ |
Dong-Ah Geological Engineering Company 028100 | +12.1% | 22,200 | |
Busan Industrial 011390 | +5.3% | 139,000 |
Related news
- [이시각 상한가] 특수건설(▲3000) - 7일 오후 14시16분 — 이투데이 (Korean)
- 특수건설, ‘주가 24%↑’ 오세훈 서울시장 ‘지하화’ 공약에 ‘강세’ — 아주경제 (Korean)
2. Political Ties (Lee Jae-myung) (recurred after 29 days)
- Episode: started 2021-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CS 065770 | +19.3% | 15,449 | |
EehwaConstruction 001840 | +13.9% | 11,102 | ★ |
FreeMs 053160 | +5.5% | 30,600 | |
TLIInc 062860 | +5.3% | 10,850 | |
DongshinEngineering&Construction 025950 | +4.0% | 49,600 |
Related news
- [알고보니] “윤석열과 같은 성씨"에 들썩? 정치테마주 알고보니… — MBC (Korean)
3. Construction / Remodeling & Interiors / Paint / Cement & Ready-Mix Concrete (new)
- Episode: started 2021-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Namkwang Engineering & Construction 001260 | +19.8% | 18,150 | ★ |
SP Samhwa 000390 | +5.6% | 13,250 | |
IPARK Hyundai Development Company 294870 | +4.8% | 29,400 | |
Eagon Industrial 008250 | +4.7% | 14,550 | |
Kangdong C&L 198440 | - | - |
Related news
- 美 주택건설 붐에 ‘나무 품귀’…치솟는 목재 ETF·리츠 — 서울경제 (Korean)
4. Department Stores / Convenience Stores / Retail Distribution / Duty Free / Fashion & Clothing (new)
- Episode: started 2021-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sto 098660 | +17.2% | 3,470 | ★ |
Hwaseung Enterprise 241590 | +10.4% | 20,700 | |
Misto Holdings 081660 | +7.5% | 49,450 | |
NS Shopping 138250 | +4.4% | 14,250 | |
Lotte Shopping 023530 | +3.7% | 126,000 | |
BGF retail 282330 | +3.1% | 166,000 | |
Hyundai Department Store 069960 | +0.7% | 92,800 |
Related news
- [리포트 브리핑]현대백화점, ‘백화점, 면세점 모두 좋았다’ 목표가 108,000원 - 대신증권 — 뉴스핌 (Korean)
- [리포트 브리핑]현대백화점, ‘마스크를 써도 일상은 회복된다’ 목표가 108,000원 - 삼성증권 — 뉴스핌 (Korean)
- [리포트 브리핑]현대백화점, ‘고무적인 백화점 성과’ 목표가 110,000원 - 유진투자증권 — 뉴스핌 (Korean)
5. Travel / Airlines & Low-Cost Carriers (new)
- Episode: started 2021-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RedcapTour 038390 | +8.1% | 13,975 | ★ |
Hanatour Service 039130 | +3.3% | 64,764 | |
Jejuair 089590 | +1.7% | 20,087 | |
Korean Air Lines 003490 | +1.1% | 27,900 | |
Gradiant 035080 | - | - |
6. Pharma & Biotech (recurred after 486 days)
- Episode: started 2021-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Celltrion 068270 | +5.5% | 220,934 | ★ |
Samsung Biologics 207940 | +2.7% | 1,169,433 | |
GC Biopharma 006280 | +2.0% | 373,000 |
Related news
- 코스피, 사흘째 상승해 3200선 ‘코앞’…셀트리온 5% ‘강세’ — 한국경제 (Korean)
- [특징주]‘셀트리온 3형제’ 공매도 재개 전 가격 회복 — 서울경제 (Korean)
7. Wind / Hydrogen (new)
- Episode: started 2021-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KEPCO Engineering & Construction Company 052690 | +5.1% | 34,750 | |
Shinhwapritech 095190 | +3.1% | 5,120 | |
Dongkuk Structures & Construction 100130 | +3.0% | 6,280 | ★ |
Samil C&S 004440 | +2.6% | 15,550 | |
Iljin Diamond 081000 | +2.5% | 42,550 |
8. Shipping (2 days running)
- Episode: started 2021-05-06, day 2
Related news
- [증시 키워드] 적자ㆍ감자ㆍ유증에 급락한 삼성중공업…공매도 뚫고 날아오른 HMM — 이투데이 (Korean)
- 해상 운임 급등, HMM 등 해운주 강세 — 머니투데이 (Korean)
Closing Thoughts
Shipping posted the lowest average among listed themes at 0.9%, with only 1 of 3 stocks up. HMM rose 6.77% while Pan Ocean fell 3.38%.
Pharma & Biotech resurfaced after a 486-day gap, averaging 3.42% as Celltrion gained 5.54%. Whether the two-day Undersea Tunnels & Underground Roads run extends is the next point to track.