Jun 2: 8 Strong Themes — Remodeling & Interiors, Construction (Small & Mid Cap)

June 2, 2021 · #Remodeling & Interiors #Construction (Small & Mid Cap) #Airlines & Low-Cost Carriers #Undersea Tunnels & Underground Roads #Nuclear #Travel / Casinos / Duty Free #Cement & Ready-Mix Concrete #Vaccine Passports

8 strong themes — 8 recurred. Top: Remodeling & Interiors +18.3%.

Strong themes8 Top change+18.3% LeaderEnex

Average change by strong theme

Average change of member stocks, by theme · descending
Remodeling & Interiors
+18.3%
Construction (Small & Mid Cap)
+15.1%
Airlines & Low-Cost Carriers
+11.6%
Undersea Tunnels & Underground Roads
+11.0%
Nuclear
+10.1%
Travel / Casinos / Duty Free
+7.2%
Cement & Ready-Mix Concrete
+6.9%
Vaccine Passports
+6.0%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Remodeling & InteriorsEnex+23.19%
Construction (Small & Mid Cap)Ilsung Construction+19.05%
Airlines & Low-Cost CarriersTrinity Airways+21.26%
Undersea Tunnels & Underground RoadsNatureandEnvironment+29.96%
NuclearWoojin+16.32%
Travel / Casinos / Duty FreeTonymoly+12.32%
Cement & Ready-Mix ConcreteSeoSan+8.00%
Vaccine PassportsRaonSecure+7.84%

Eight themes posted strong gains on 2021-06-02, each one returning after a break. Remodeling & Interiors led with an average change of 18.34%, driven by Enex at 23.19%.

Construction stocks were active across the board. Construction (Small & Mid Cap) averaged 15.07%, led by Ilsung Construction at 19.05% after news that it won a road construction contract.

Hopes that the economy would reopen lifted Airlines & Low-Cost Carriers by an average of 11.61%, led by Trinity Airways at 21.26%. NatureandEnvironment posted the day’s top gain at 29.96%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Remodeling & Interiorsrecurred after 63 days+18.3%2/2Enex
2Construction (Small & Mid Cap)recurred after 7 days+15.1%2/2Ilsung Construction
3Airlines & Low-Cost Carriersrecurred after 37 days+11.6%3/3Trinity Airways
4Undersea Tunnels & Underground Roadsrecurred after 7 days+11.0%4/4NatureandEnvironment
5Nuclearrecurred after 6 days+10.1%5/5Woojin
6Travel / Casinos / Duty Freerecurred after 182 days+7.2%4/5Tonymoly
7Cement & Ready-Mix Concreterecurred after 13 days+6.9%2/3SeoSan
8Vaccine Passportsrecurred after 7 days+6.0%3/3RaonSecure

Theme by Theme

1. Remodeling & Interiors (recurred after 63 days)

StockChangeCloseLeader
Enex 011090+23.2%16,200★
Heerim Architects & Planners 037440+13.5%10,600

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2. Construction (Small & Mid Cap) (recurred after 7 days)

StockChangeCloseLeader
Ilsung Construction 013360+19.1%3,000★
EehwaConstruction 001840+11.1%12,226

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3. Airlines & Low-Cost Carriers (recurred after 37 days)

StockChangeCloseLeader
Trinity Airways 091810+21.3%3,514★
Jejuair 089590+7.4%22,435
Korean Air Lines 003490+6.2%33,650

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4. Undersea Tunnels & Underground Roads (recurred after 7 days)

StockChangeCloseLeader
NatureandEnvironment 043910+30.0%18,130★
Hankuk Steel Wire 025550+6.9%5,200
Woowon Development 046940+4.4%7,340
TuksuConstruction 026150+2.6%15,212

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5. Nuclear (recurred after 6 days)

StockChangeCloseLeader
Woojin 105840+16.3%6,630★
SolDefense 215090+14.1%5,625
Doosan Enerbility 034020+11.7%21,283
Bosung Power Technology 006910+5.4%3,405
KEPCO Engineering & Construction Company 052690+2.9%57,100

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6. Travel / Casinos / Duty Free (recurred after 182 days)

StockChangeCloseLeader
Tonymoly 214420+12.3%9,691★
Sejoong 039310+7.5%4,350
Modetournetwork 080160+5.8%30,900
Lotte Tour Development 032350+3.2%22,500
Gradiant 035080--

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7. Cement & Ready-Mix Concrete (recurred after 13 days)

StockChangeCloseLeader
SeoSan 079650+8.0%3,240★
HC BoKwang Industry 225530+5.7%7,400
Kangdong C&L 198440--

8. Vaccine Passports (recurred after 7 days)

StockChangeCloseLeader
RaonSecure 042510+7.8%24,762★
SGA Solutions 184230+5.2%6,690
Carelabs 263700+4.9%10,700

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Closing Thoughts

Every theme on this list sits at a streak of 1. The next sessions will show whether any of these moves last beyond a single day.

Nuclear had all 5 of its stocks up, with an average change of 10.07%, as Woojin rose 16.32% on hopes for its SMR business. Travel / Casinos / Duty Free returned after a gap of 182 days, averaging 7.22%.