Jan 13: 8 Strong Themes — Battery / EV / Hydrogen (Fuel Cells, Vehicles), Political Ties (Lee Jae-myung)

January 13, 2021 · #Battery / EV / Hydrogen (Fuel Cells, Vehicles) #Political Ties (Lee Jae-myung) #Fashion & Clothing / Beauty & Cosmetics / Travel #Galaxy Supply Chain #OLED Displays #MLCC (Multilayer Ceramic Capacitors) #Food #Property & Casualty Insurance / Life Insurance / Banks

8 strong themes — 5 recurred · 3 new. Top: Battery / EV / Hydrogen (Fuel Cells, Vehicles) +12.6%.

Strong themes8 Top change+12.6% LeaderSamkee

Average change by strong theme

Average change of member stocks, by theme · descending
Battery / EV / Hydrogen (Fuel Cells, Vehicles)
+12.6%
Political Ties (Lee Jae-myung)
+10.8%
Fashion & Clothing / Beauty & Cosmetics / Travel
+7.6%
Galaxy Supply Chain
+7.3%
OLED Displays
+7.1%
MLCC (Multilayer Ceramic Capacitors)
+4.6%
Food
+4.5%
Property & Casualty Insurance / Life Insurance / Banks
+4.3%

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
Battery / EV / Hydrogen (Fuel Cells, Vehicles)Samkee+18.37%
Political Ties (Lee Jae-myung)TLIInc+29.61%-
Fashion & Clothing / Beauty & Cosmetics / TravelSBW+11.07%-
Galaxy Supply ChainSekonix+6.10%
OLED DisplaysVessel+9.66%
MLCC (Multilayer Ceramic Capacitors)Samsung Electro-mechanics+5.44%
FoodBoratr+12.34%
Property & Casualty Insurance / Life Insurance / BanksHanwha Life Insurance+4.86%

On Jan 13, 2021, Battery / EV / Hydrogen (Fuel Cells, Vehicles) led the session with an average change of 12.59%. All 6 of its stocks rose, with NS up 29.9%.

Political Ties (Lee Jae-myung) came back after a 6-day gap and posted an average change of 10.84%. Its leader TLIInc gained 29.61%, and all 4 of its stocks closed higher.

Galaxy Supply Chain came back after 138 days away, with an average change of 7.29%. OLED Displays averaged 7.13%, and a headline that day forecast record OLED Displays exports.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery / EV / Hydrogen (Fuel Cells, Vehicles)new+12.6%6/6Samkee
2Political Ties (Lee Jae-myung)recurred after 6 days+10.8%4/4TLIInc
3Fashion & Clothing / Beauty & Cosmetics / Travelnew+7.6%4/6SBW
4Galaxy Supply Chainrecurred after 138 days+7.3%3/3Sekonix
5OLED Displaysrecurred after 29 days+7.1%4/4Vessel
6MLCC (Multilayer Ceramic Capacitors)recurred after 110 days+4.6%2/2Samsung Electro-mechanics
7Foodrecurred after 28 days+4.5%5/5Boratr
8Property & Casualty Insurance / Life Insurance / Banksnew+4.3%4/4Hanwha Life Insurance

Theme by Theme

1. Battery / EV / Hydrogen (Fuel Cells, Vehicles) (new)

StockChangeCloseLeader
NS 126870+29.9%4,975
Samkee 122350+18.4%5,800★
Samwha Electric 009470+12.1%24,600
Nuin Tek 012340+6.4%18,381
Apro 262260+6.1%24,950
Dit 110990+2.7%9,090

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2. Political Ties (Lee Jae-myung) (recurred after 6 days)

StockChangeCloseLeader
TLIInc 062860+29.6%11,600★
Jungdawn 208140+5.5%3,360
DongshinEngineering&Construction 025950+4.6%43,300
Hyungji Elite 093240+3.7%3,949

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3. Fashion & Clothing / Beauty & Cosmetics / Travel (new)

StockChangeCloseLeader
Yonwoo 115960+12.3%22,400
SBW 102280+11.1%6,720★
Able C&C 078520+6.1%7,850
Hanatour Service 039130+1.0%58,415
F&F Holdings 007700--
Gradiant 035080--

4. Galaxy Supply Chain (recurred after 138 days)

StockChangeCloseLeader
Optrontec 082210+10.2%13,500
Sekonix 053450+6.1%11,293★
BHCo 090460+5.6%22,750

5. OLED Displays (recurred after 29 days)

StockChangeCloseLeader
Y&next 090740+9.7%7,210
Vessel 177350+9.7%6,343★
Jusung Engineering 036930+4.9%8,560
Philoptics 161580+4.2%16,000

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6. MLCC (Multilayer Ceramic Capacitors) (recurred after 110 days)

StockChangeCloseLeader
Samsung Electro-mechanics 009150+5.4%203,500★
Samwha Capacitor 001820+3.8%76,700

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7. Food (recurred after 28 days)

StockChangeCloseLeader
Boratr 250000+12.3%17,750★
Daesang 001680+4.4%28,450
CJ Cheiljedang 097950+3.6%432,000
Orion 271560+1.2%122,000
Hite Jinro 000080+0.8%35,500

8. Property & Casualty Insurance / Life Insurance / Banks (new)

StockChangeCloseLeader
Hanwha General Insurance 000370+5.7%3,800
Hanwha Life Insurance 088350+4.9%3,235★
Woori Financial Group 316140+3.4%10,050
Shinhan Financial Group 055550+3.3%34,200

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Closing Thoughts

Every theme on the list had a streak of 1, so the next session will show whether any of them continues. In Fashion & Clothing / Beauty & Cosmetics / Travel, 4 of 6 stocks rose, and F&F Holdings and Gradiant had no data.

In MLCC (Multilayer Ceramic Capacitors), headlines linked Samsung Electro-mechanics’ 52-week high to rising MLCC prices. Later sessions will show whether that pricing story continues.