Oct 14: 7 Strong Themes — Political Ties (Yoon Suk-yeol), Political Ties (Rhyu Si-min)

October 14, 2019 · #Political Ties (Yoon Suk-yeol) #Political Ties (Rhyu Si-min) #Political Ties (Lee Nak-yon) #Political Ties (Hwang Kyo-ahn) #North Korea #Petrochemicals #Political Ties (Ahn Cheol-soo)

7 strong themes — 6 recurred · 1 new. Top: Political Ties (Yoon Suk-yeol) +25.2%.

Strong themes7 Top change+25.2% LeaderMobase Electronics

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Yoon Suk-yeol)
+25.2%
Political Ties (Rhyu Si-min)
+24.7%
Political Ties (Lee Nak-yon)
+9.2%
Political Ties (Hwang Kyo-ahn)
+7.9%
North Korea
+5.5%
Petrochemicals
+3.3%
Political Ties (Ahn Cheol-soo)
+2.0%

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
Political Ties (Yoon Suk-yeol)Mobase Electronics+25.24%
Political Ties (Rhyu Si-min)YBM Net+24.67%
Political Ties (Lee Nak-yon)Namsun Aluminium+9.17%
Political Ties (Hwang Kyo-ahn)Hanchang Paper+7.88%
North KoreaPULOON Robotics+9.52%
PetrochemicalsKorea Petro Chemical Ind+3.94%
Political Ties (Ahn Cheol-soo)Ahnlab+1.97%

Political tie themes dominated the Oct 14 session. Political Ties (Yoon Suk-yeol) led with an average change of 25.24%, all of it from Mobase Electronics.

Political Ties (Rhyu Si-min) followed at 24.67% through YBM Net, returning after a 147-day gap. Political Ties (Lee Nak-yon) and Political Ties (Hwang Kyo-ahn) rose 9.17% and 7.88% respectively.

Outside politics, North Korea had all 6 of its stocks rise, for an average change of 5.5%, led by PULOON Robotics at 9.52%. Petrochemicals added 3.3%, with 4 of 4 stocks up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Yoon Suk-yeol)new+25.2%1/1Mobase Electronics
2Political Ties (Rhyu Si-min)recurred after 147 days+24.7%1/1YBM Net
3Political Ties (Lee Nak-yon)recurred after 68 days+9.2%1/1Namsun Aluminium
4Political Ties (Hwang Kyo-ahn)recurred after 258 days+7.9%1/1Hanchang Paper
5North Korearecurred after 21 days+5.5%6/6PULOON Robotics
6Petrochemicalsrecurred after 35 days+3.3%4/4Korea Petro Chemical Ind
7Political Ties (Ahn Cheol-soo)recurred after 14 days+2.0%1/1Ahnlab

Theme by Theme

1. Political Ties (Yoon Suk-yeol) (new)

StockChangeCloseLeader
Mobase Electronics 012860+25.2%1,920★

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2. Political Ties (Rhyu Si-min) (recurred after 147 days)

StockChangeCloseLeader
YBM Net 057030+24.7%4,700★

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3. Political Ties (Lee Nak-yon) (recurred after 68 days)

StockChangeCloseLeader
Namsun Aluminium 008350+9.2%3,930★

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4. Political Ties (Hwang Kyo-ahn) (recurred after 258 days)

StockChangeCloseLeader
Hanchang Paper 009460+7.9%16,425★

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5. North Korea (recurred after 21 days)

StockChangeCloseLeader
PULOON Robotics 094940+9.5%12,676★
Busan Industrial 011390+7.1%159,000
HS Valve 039610+5.0%7,110
Ilshin Stone 007110+4.0%3,000
Good People 033340+3.8%6,557
Hanchang 005110+3.6%10,764

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6. Petrochemicals (recurred after 35 days)

StockChangeCloseLeader
Korea Petro Chemical Ind 006650+3.9%132,000★
SK Chemicals 285130+3.7%31,458
Hanwha Solutions 009830+2.8%20,815
Lotte Chemical 011170+2.7%234,793

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7. Political Ties (Ahn Cheol-soo) (recurred after 14 days)

StockChangeCloseLeader
Ahnlab 053800+2.0%62,000★

Closing Thoughts

Every theme listed is on a 1-day streak, so it is not yet clear whether any will carry past Oct 14. A same-day The Chosun Ilbo headline linked the political moves to a resignation.

Gaps since each theme last appeared ranged from 14 days for Political Ties (Ahn Cheol-soo) to 258 days for Political Ties (Hwang Kyo-ahn). Ahnlab’s 1.97% was the smallest gain among the themes.