Aug 21: 8 Strong Themes — Ukraine Reconstruction, Inter-Korean Economic Cooperation

August 21, 2024 · #Ukraine Reconstruction #Inter-Korean Economic Cooperation #Battery #Pipe Fittings & Valves #Construction (Small & Mid Cap) #Botulinum Toxin #Construction Majors #Resource Development

8 strong themes — 3 running · 5 recurred. Top: Ukraine Reconstruction +8.0%.

Strong themes8 Top change+8.0% LeaderSY Steel Tech

Average change by strong theme

Average change of member stocks, by theme · descending
Ukraine Reconstruction
+8.0%
Inter-Korean Economic Cooperation
+6.8%
Battery
+6.2%
Pipe Fittings & Valves
+5.1%
Construction (Small & Mid Cap)
+4.3%
Botulinum Toxin
+2.0%
Construction Majors
+1.8%
Resource Development
+1.2%

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
Ukraine ReconstructionSY Steel Tech+24.32%
Inter-Korean Economic CooperationIlshin Stone+14.85%
BatteryNaintech+15.47%
Pipe Fittings & ValvesHS Valve+21.37%
Construction (Small & Mid Cap)Sambu Construction+12.63%
Botulinum ToxinBNC Korea+0.63%
Construction MajorsGS Engineering & Construction+1.69%
Resource DevelopmentGS Global+1.73%

Ukraine Reconstruction led the Aug 21 session with an average change of 7.99%, with all 10 of its stocks rising. SY Steel Tech topped the group with a 24.32% gain.

Inter-Korean Economic Cooperation followed at 6.83%, led by Ilshin Stone’s 14.85% gain. Battery returned after a 9-day gap at 6.23%, with Naintech up 15.47%.

Every theme on the list closed with all of its members higher. Sambu Construction rose 12.63% and appeared in three themes, leading Construction (Small & Mid Cap).

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Ukraine Reconstructionrecurred after 14 days+8.0%10/10SY Steel Tech
2Inter-Korean Economic Cooperationrecurred after 30 days+6.8%10/10Ilshin Stone
3Batteryrecurred after 9 days+6.2%10/10Naintech
4Pipe Fittings & Valves2 days running+5.1%7/7HS Valve
5Construction (Small & Mid Cap)2 days running+4.3%10/10Sambu Construction
6Botulinum Toxinrecurred after 7 days+2.0%7/7BNC Korea
7Construction Majors2 days running+1.8%5/5GS Engineering & Construction
8Resource Developmentrecurred after 23 days+1.2%8/8GS Global

Theme by Theme

1. Ukraine Reconstruction (recurred after 14 days)

StockChangeCloseLeader
SY Steel Tech 365330+24.3%4,830★
Sambu Construction 001470+12.6%767
DASAN Networks 039560+10.2%3,570
Hyundai Everdigm 041440+6.5%8,510
Development Advance Solution 058730+5.8%3,650
SG 255220+5.1%2,870
Inno Instrument 215790+4.4%565
HD Construction Equipment 267270+4.2%57,100
DAEMO Engineering 317850+3.5%10,620
SY 109610+3.2%4,520

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2. Inter-Korean Economic Cooperation (recurred after 30 days)

StockChangeCloseLeader
Ilshin Stone 007110+14.8%1,485★
Sambu Construction 001470+12.6%767
In the F 014990+11.0%735
GC Biopharma 006280+7.9%164,000
Development Advance Solution 058730+5.8%3,650
Korea Electric Power 015760+5.2%21,000
Namkwang Engineering & Construction 001260+3.7%7,030
LOTTE Fine Chemical 004000+3.2%47,050
Shinwon 009270+2.3%1,279
Hyundai Engineering & Construction 000720+1.8%31,950

3. Battery (recurred after 9 days)

StockChangeCloseLeader
Naintech 267320+15.5%3,060★
HanWool Semiconductor 320000+9.8%2,575
LG Energy Solution 373220+6.1%350,000
Zaigle 234920+5.8%5,650
Samsung SDI 006400+5.6%328,500
SK ie technology 361610+4.5%33,300
Mintech 452200+4.5%9,800
Wonik Pne 217820+3.8%3,565
Posco Future M 003670+3.5%209,500
Ecopro 086520+3.3%88,000

4. Pipe Fittings & Valves (2 days running)

StockChangeCloseLeader
HS Valve 039610+21.4%14,310★
Hansun Engineering 452280+6.2%12,500
DK-Lok 105740+3.5%8,750
BMTCo 086670+1.7%10,870
Sung Kwang Bend 014620+1.2%16,540
Hy-lok 013030+1.1%28,800
Hankuk Steel Wire 025550+0.8%3,105

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5. Construction (Small & Mid Cap) (2 days running)

StockChangeCloseLeader
Sambu Construction 001470+12.6%767★
KCC Engineering & Construction 021320+5.5%4,725
Ilsung Construction 013360+4.5%1,525
DongwonDevelopment 013120+4.2%2,750
Seohee Construction 035890+3.8%1,458
Namkwang Engineering & Construction 001260+3.7%7,030
SGC E&c 016250+3.1%16,750
Bumyang Construction 002410+2.2%1,345
Kye-ryong Construction Industrial 013580+2.2%15,470
Hanshin Construction 004960+1.8%7,410

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6. Botulinum Toxin (recurred after 7 days)

StockChangeCloseLeader
Medy-Tox 086900+6.2%214,500
Daewoong Pharma 069620+4.2%145,900
Jetema 216080+2.4%16,990
BNC Korea 256840+0.6%6,420★
Hugel 145020+0.3%286,500
DSK 109740+0.2%5,500
Huons 243070+0.2%29,950

7. Construction Majors (2 days running)

StockChangeCloseLeader
Daewoo Engineering & Construction 047040+2.9%4,240
Hyundai Engineering & Construction 000720+1.8%31,950
DL E&c 375500+1.7%32,700
GS Engineering & Construction 006360+1.7%21,050★
Samsung C&T 028260+0.7%146,100

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8. Resource Development (recurred after 23 days)

StockChangeCloseLeader
GS Holdings 078930+1.9%45,450
Posco International 047050+1.8%51,600
GS Global 001250+1.7%3,530★
SK Innovation 096770+1.4%103,800
KoreaGas 036460+1.3%46,900
Si Resources 065420+0.7%271
Samsung C&T 028260+0.7%146,100
Daesung Industrial 128820+0.1%3,685

Closing Thoughts

Three themes extended their streak to 2 days: Pipe Fittings & Valves, Construction (Small & Mid Cap) and Construction Majors. HS Valve led the first with a 21.37% gain.

The other themes returned for one day after gaps of up to 30 days. The next session’s data will show whether they carry into a second day.