Sep 3: 3 Strong Themes — Currency & ATM Systems (incl. CBDC), North Korea
3 strong themes — 3 recurred. Top: Currency & ATM Systems (incl. CBDC) +20.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Currency & ATM Systems (incl. CBDC) | Chungho Ict | +29.95% | - |
| North Korea | HS Valve | +29.94% | |
| Shipbuilding | HD Hyundai Mipo | +1.53% | - |
On 2018-09-03, Currency & ATM Systems (incl. CBDC) topped the board with an average change of 19.98%. All 3 stocks rose, led by Chungho Ict at 29.95%, after a 515-day gap.
North Korea followed with an average change of 16.43%, and all 6 of its stocks rose. HS Valve led at 29.94%, with Dae Dong Steel up 25.41%.
Shipbuilding was far calmer, with an average change of 2.15% across 3 stocks. Hanwha Ocean rose 2.81%, while leader HD Hyundai Mipo gained 1.53%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Currency & ATM Systems (incl. CBDC) | recurred after 515 days | +20.0% | 3/3 | Chungho Ict |
| 2 | North Korea | recurred after 18 days | +16.4% | 6/6 | HS Valve |
| 3 | Shipbuilding | recurred after 14 days | +2.1% | 3/3 | HD Hyundai Mipo |
Theme by Theme
1. Currency & ATM Systems (incl. CBDC) (recurred after 515 days)
- Episode: started 2018-09-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chungho Ict 012600 | +29.9% | 3,974 | ★ |
Hannet 052600 | +17.6% | 3,410 | |
Logisys 067730 | +12.4% | 4,120 |
Related news
- [화폐개혁株] 놓치면 땅을 치고 후회할 ‘한네트’ 후속 급등 단타株 - 3시간만 ‘무료’ 공개!! — 서울경제 (Korean)
- 또 터졌다! 남북 단일통화 화폐 개혁 청호컴넷 上 — 서울경제 (Korean)
- [특징주]남북 단일통화 필요성 제기…화폐개혁株↑ — 이데일리 (Korean)
2. North Korea (recurred after 18 days)
- Episode: started 2018-09-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HS Valve 039610 | +29.9% | 16,288 | ★ |
Dae Dong Steel 048470 | +25.4% | 15,300 | |
Uneco 064510 | +14.3% | 59,565 | |
PULOON Robotics 094940 | +11.6% | 22,320 | |
TuksuConstruction 026150 | +11.4% | 7,435 | |
Cenit 037760 | +5.8% | 2,735 |
Related news
- [특징주] 남북경협주, 대북 특사단 평양방문에 급등 — 이투데이 (Korean)
3. Shipbuilding (recurred after 14 days)
- Episode: started 2018-09-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +2.8% | 25,986 | |
Samsung Heavy Industries 010140 | +2.1% | 6,824 | |
HD Hyundai Mipo 010620 | +1.5% | 49,782 | ★ |
Related news
- 현대미포조선, 매수잔량 359% 급증 — 서울경제 (Korean)
Closing Thoughts
The North Korea episode is logged from 2018-09-03 to 2018-09-04. Headlines tied the rally to the special envoy delegation’s visit to Pyongyang.
Currency & ATM Systems (incl. CBDC) is logged as a 1-day episode, and headlines cited calls for an inter-Korean single currency. Whether the theme comes back is still an open question.