Nov 4: 4 Strong Themes — North Korea / 5G / Rare Earths & Rare Metals / Soybeans, Internet Majors
4 strong themes — 3 recurred · 1 new. Top: North Korea / 5G / Rare Earths & Rare Metals / Soybeans +13.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| North Korea / 5G / Rare Earths & Rare Metals / Soybeans | Union Materials | +25.15% | |
| Internet Majors | Kakao | +6.83% | |
| Beauty & Cosmetics | Hankook Cosmetics | +3.85% | |
| Autonomous Driving | CHEMTRONICSCo | +4.79% |
The top theme on Nov 4 was North Korea / 5G / Rare Earths & Rare Metals / Soybeans, a new entry with an average change of 13.22%. All 7 of its stocks closed higher.
Union Materials led with a 25.15% gain on volume of 113781576 shares. A same-day headline tied the rally in IT, 5G and inter-Korean stocks to talk of a Trump re-election.
Internet Majors returned after a 42-day gap, averaging 6.16%, with Kakao up 6.83% and NAVER up 5.48%. Beauty & Cosmetics and Autonomous Driving also rose, at 4.79% and 4.18% on average.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | North Korea / 5G / Rare Earths & Rare Metals / Soybeans | new | +13.2% | 7/7 | Union Materials |
| 2 | Internet Majors | recurred after 42 days | +6.2% | 2/2 | Kakao |
| 3 | Beauty & Cosmetics | recurred after 77 days | +4.8% | 3/3 | Hankook Cosmetics |
| 4 | Autonomous Driving | recurred after 5 days | +4.2% | 3/3 | CHEMTRONICSCo |
Theme by Theme
1. North Korea / 5G / Rare Earths & Rare Metals / Soybeans (new)
- Episode: started 2020-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +25.1% | 5,250 | ★ |
Union 000910 | +20.0% | 8,030 | |
J.estina 026040 | +12.4% | 2,315 | |
Nam Hwa Construction Company 091590 | +10.4% | 12,700 | |
Sempio Company 007540 | +9.3% | 48,800 | |
Ace Technologies 088800 | +9.2% | 66,568 | |
Seojin System 178320 | +6.1% | 21,753 |
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2. Internet Majors (recurred after 42 days)
- Episode: started 2020-11-04, day 1
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3. Beauty & Cosmetics (recurred after 77 days)
- Episode: started 2020-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
It’s Hanbul 226320 | +5.6% | 30,000 | |
Coreana Cosmetics 027050 | +4.9% | 5,570 | |
Hankook Cosmetics 123690 | +3.9% | 13,500 | ★ |
4. Autonomous Driving (recurred after 5 days)
- Episode: started 2020-11-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CHEMTRONICSCo 089010 | +4.8% | 18,600 | ★ |
Dasan DMC 208860 | +3.9% | 4,921 | |
HyVISION SYSTEM 126700 | +3.9% | 12,100 |
Closing Thoughts
All four themes have a streak of 1, so the next session will show whether these moves continue. The North Korea / 5G / Rare Earths & Rare Metals / Soybeans group rose on headlines tied to the U.S. vote count.
The Internet Majors headline also pointed to the U.S. count, while Autonomous Driving came back after a gap of just 5 days. Beauty & Cosmetics returned after 77 days, led by Hankook Cosmetics.