Nov 2: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Currency & ATM Systems (incl. CBDC)

November 2, 2020 · #Political Ties (Yoon Suk-yeol) #Currency & ATM Systems (incl. CBDC) #Solar / Wind #Construction Equipment #Crypto & Bitcoin #Banks

6 strong themes — 6 recurred. Top: Political Ties (Yoon Suk-yeol) +23.1%.

Strong themes6 Top change+23.1% LeaderDcksung

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Yoon Suk-yeol)
+23.1%
Currency & ATM Systems (incl. CBDC)
+8.9%
Solar / Wind
+6.7%
Construction Equipment
+6.6%
Crypto & Bitcoin
+5.3%
Banks
+5.2%

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
Political Ties (Yoon Suk-yeol)Dcksung+30.00%
Currency & ATM Systems (incl. CBDC)Chungho Ict+13.83%-
Solar / WindSejin Heavy Industries+7.36%
Construction EquipmentDoosan Bobcat+9.01%
Crypto & BitcoinVidente+8.02%
BanksHana Financial Group+6.09%

On 2020-11-02, Political Ties (Yoon Suk-yeol) led the session with an average change of 23.05%. All 4 of its stocks rose, with leader Dcksung up 30.0%.

Seoyon followed at 29.57%, and Seoyon Topmetal added 21.54%. The theme came back after a gap of 90 days.

Currency & ATM Systems (incl. CBDC) ranked second with an average change of 8.93%, led by Chungho Ict at 13.83%. Banks also rose, with all 3 stocks up for an average change of 5.15%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Yoon Suk-yeol)recurred after 90 days+23.1%4/4Dcksung
2Currency & ATM Systems (incl. CBDC)recurred after 12 days+8.9%4/4Chungho Ict
3Solar / Windrecurred after 178 days+6.7%5/5Sejin Heavy Industries
4Construction Equipmentrecurred after 138 days+6.6%3/3Doosan Bobcat
5Crypto & Bitcoinrecurred after 5 days+5.3%4/4Vidente
6Banksrecurred after 11 days+5.2%3/3Hana Financial Group

Theme by Theme

1. Political Ties (Yoon Suk-yeol) (recurred after 90 days)

StockChangeCloseLeader
Dcksung 004830+30.0%5,980★
Seoyon 007860+29.6%11,700
Seoyon Topmetal 019770+21.5%7,110
iCRAFTCo 052460+11.1%4,255

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2. Currency & ATM Systems (incl. CBDC) (recurred after 12 days)

StockChangeCloseLeader
Chungho Ict 012600+13.8%8,150★
Logisys 067730+12.4%5,960
FreeMs 053160+6.9%8,520
Korea Computer Terminal 089150+2.5%5,690

3. Solar / Wind (recurred after 178 days)

StockChangeCloseLeader
Sejin Heavy Industries 075580+7.4%7,290★
Dongkuk Industries Company 005160+7.2%3,590
SK D&D 210980+7.1%24,740
Carry 313760+7.0%16,050
HD Hyundai Energy Solutions 322000+4.9%35,500

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4. Construction Equipment (recurred after 138 days)

StockChangeCloseLeader
Doosan Bobcat 241560+9.0%31,450★
Jinsung T.e.c 036890+6.0%10,500
HD Construction Equipment 267270+4.8%26,000

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5. Crypto & Bitcoin (recurred after 5 days)

StockChangeCloseLeader
Vidente 121800+8.0%6,870★
Atinum Investment 021080+5.7%2,410
Inbiogen 101140+5.4%167,356
Woori Technology Investment 041190+2.1%3,390

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6. Banks (recurred after 11 days)

StockChangeCloseLeader
Hana Financial Group 086790+6.1%32,250★
KB Financial Group 105560+4.7%42,000
Shinhan Financial Group 055550+4.6%31,750

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Closing Thoughts

Every theme here has a streak of 1, so the open question is whether any of them lasts beyond one session. Construction Equipment returned after 138 days, with Doosan Bobcat up 9.01%.

Solar / Wind returned after 178 days with all 5 stocks up. Crypto & Bitcoin came back after just 5 days, with an average change of 5.3%.