Jan 19: 8 Strong Themes — Auto Parts, Media & Content / Mobile Content

January 19, 2021 · #Auto Parts #Media & Content / Mobile Content #Construction Majors / Construction (Small & Mid Cap) / Cement & Ready-Mix Concrete #Corrugated Board / Paper #Car Majors #Four Major Rivers Restoration #Battery #EV

8 strong themes — 6 recurred · 2 new. Top: Auto Parts +16.0%.

Strong themes8 Top change+16.0% LeaderSL

Average change by strong theme

Average change of member stocks, by theme · descending
Auto Parts
+16.0%
Media & Content / Mobile Content
+13.2%
Construction Majors / Construction (Small & Mid Cap) / Cement & Ready-Mix Concrete
+12.4%
Corrugated Board / Paper
+11.7%
Car Majors
+10.6%
Four Major Rivers Restoration
+10.5%
Battery
+10.1%
EV
+9.3%

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
Auto PartsSL+29.01%
Media & Content / Mobile ContentKidariStudio+20.58%
Construction Majors / Construction (Small & Mid Cap) / Cement & Ready-Mix ConcreteShinsegae Engineering & Construction C+21.18%-
Corrugated Board / PaperMoorim SP+30.00%
Car MajorsKia+16.64%
Four Major Rivers RestorationEehwaConstruction+18.72%
BatteryWonik Pne+14.16%
EVNuin Tek+7.75%

On 2021-01-19, every stock in each strong theme closed higher. Auto Parts led with an average change of 16.01%, back after a 589-day gap, as SL rose 29.01%.

Two themes were new. Media & Content / Mobile Content averaged 13.19%, led by KidariStudio at 20.58%, with headlines citing the effect of an acquisition.

Construction Majors / Construction (Small & Mid Cap) / Cement & Ready-Mix Concrete averaged 12.43%, as Shinsegae Engineering & Construction C climbed 21.18%. In Corrugated Board / Paper, Moorim SP posted the day’s top gain of 30.0%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Auto Partsrecurred after 589 days+16.0%3/3SL
2Media & Content / Mobile Contentnew+13.2%5/5KidariStudio
3Construction Majors / Construction (Small & Mid Cap) / Cement & Ready-Mix Concretenew+12.4%4/4Shinsegae Engineering & Construction C
4Corrugated Board / Paperrecurred after 34 days+11.7%5/5Moorim SP
5Car Majorsrecurred after 85 days+10.6%3/3Kia
6Four Major Rivers Restorationrecurred after 161 days+10.5%3/3EehwaConstruction
7Batteryrecurred after 5 days+10.1%5/5Wonik Pne
8EVrecurred after 103 days+9.3%3/3Nuin Tek

Theme by Theme

1. Auto Parts (recurred after 589 days)

StockChangeCloseLeader
SL 005850+29.0%22,900★
Austem 031510+9.5%3,220
Pha 043370+9.5%10,150

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2. Media & Content / Mobile Content (new)

StockChangeCloseLeader
KidariStudio 020120+20.6%14,650★
Astory 241840+13.9%45,800
Next Entertainment World 160550+12.4%8,990
D&C Media 263720+10.3%41,900
Wysiwyg Studios 299900+8.8%1,975

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3. Construction Majors / Construction (Small & Mid Cap) / Cement & Ready-Mix Concrete (new)

StockChangeCloseLeader
Shinsegae Engineering & Construction C 034300+21.2%59,500★
Hanil Hyundai Cement 006390+14.8%33,850
IPARK Hyundai Development Company 294870+8.9%30,600
Hyundai Engineering & Construction 000720+4.9%43,930

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4. Corrugated Board / Paper (recurred after 34 days)

StockChangeCloseLeader
Moorim SP 001810+30.0%4,095★
Moorim Paper 009200+8.2%2,900
Moorim P&P 009580+8.0%4,505
DaeyangPaperMfg 006580+7.2%3,335
Daeyoung Packaging 014160+5.0%1,690

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5. Car Majors (recurred after 85 days)

StockChangeCloseLeader
Kia 000270+16.6%83,400★
Hyundai Motor 005380+8.5%261,500
Hyundai Mobis 012330+6.7%345,000

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6. Four Major Rivers Restoration (recurred after 161 days)

StockChangeCloseLeader
EehwaConstruction 001840+18.7%11,033★
TuksuConstruction 026150+8.3%7,875
NatureandEnvironment 043910+4.5%12,410

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7. Battery (recurred after 5 days)

StockChangeCloseLeader
Sebang Global Battery 004490+16.4%98,700
Wonik Pne 217820+14.2%12,616★
Samjin LND 054090+9.5%4,430
SK Innovation 096770+6.9%265,667
Samsung SDI 006400+3.7%716,652

8. EV (recurred after 103 days)

StockChangeCloseLeader
Woory Industrial 215360+11.1%30,100
mPlus 259630+9.2%17,250
Nuin Tek 012340+7.8%18,236★

Closing Thoughts

Car Majors returned after 85 days with an average change of 10.6%. Kia rose 16.64% as headlines linked it to Apple car production reports.

EV is the only theme whose episode runs to 2021-01-20. Battery returned after only a 5-day gap. It is still open whether these moves last beyond one session.