Feb 25: 8 Strong Themes — Rare Earths & Rare Metals, Political Ties (Lee Jae-myung)
8 strong themes — 1 running · 5 recurred · 2 new. Top: Rare Earths & Rare Metals +17.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Rare Earths & Rare Metals | Cenotec | +30.00% | |
| Political Ties (Lee Jae-myung) | Woosung Materials | +29.77% | |
| Media & Content | Next Entertainment World | +16.20% | |
| Steel Majors / Steel (Small & Mid Cap) | Hyundai BNG Steel | +9.71% | |
| EV / Hydrogen | Daewonkangup | +4.89% | |
| Semiconductors | Signetics | +0.61% | |
| Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals / Shipbuilding | HeunguOil | +3.71% | |
| Solar | Hanwha Solutions | +4.31% |
On Feb 25, 2021, Rare Earths & Rare Metals led the session with an average change of 17.19%. All 3 of its stocks rose, extending the theme’s streak to 2 days.
Cenotec led that theme, rising 30.0% to close at 2665. Political Ties (Lee Jae-myung) came next with an average change of 13.18%, led by Woosung Materials at 29.77%.
Media & Content returned after a 10-day gap with an average change of 11.09%, led by Next Entertainment World at 16.2%. In Semiconductors, all 6 stocks rose, and SK hynix gained 9.19%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Rare Earths & Rare Metals | 2 days running | +17.2% | 3/3 | Cenotec |
| 2 | Political Ties (Lee Jae-myung) | recurred after 15 days | +13.2% | 4/4 | Woosung Materials |
| 3 | Media & Content | recurred after 10 days | +11.1% | 4/5 | Next Entertainment World |
| 4 | Steel Majors / Steel (Small & Mid Cap) | recurred after 8 days | +8.4% | 4/5 | Hyundai BNG Steel |
| 5 | EV / Hydrogen | new | +5.8% | 4/4 | Daewonkangup |
| 6 | Semiconductors | recurred after 6 days | +5.7% | 6/6 | Signetics |
| 7 | Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals / Shipbuilding | new | +4.7% | 7/7 | HeunguOil |
| 8 | Solar | recurred after 45 days | +4.3% | 1/2 | Hanwha Solutions |
Theme by Theme
1. Rare Earths & Rare Metals (2 days running)
- Episode: started 2021-02-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Cenotec 222420 | +30.0% | 2,665 | ★ |
Union Materials 047400 | +12.5% | 4,625 | |
Tplex 081150 | +9.0% | 3,920 |
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2. Political Ties (Lee Jae-myung) (recurred after 15 days)
- Episode: started 2021-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Woosung Materials 011300 | +29.8% | 11,770 | ★ |
DongshinEngineering&Construction 025950 | +8.6% | 43,000 | |
Soosan Int 050960 | +7.7% | 40,350 | |
FreeMs 053160 | +6.6% | 17,700 |
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3. Media & Content (recurred after 10 days)
- Episode: started 2021-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Next Entertainment World 160550 | +16.2% | 9,610 | ★ |
Jolse 018700 | +11.1% | 9,166 | |
Astory 241840 | +8.6% | 36,750 | |
Panentertainment 068050 | +8.5% | 5,640 | |
Atlas Link 297570 | - | - |
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4. Steel Majors / Steel (Small & Mid Cap) (recurred after 8 days)
- Episode: started 2021-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daehan Steel 084010 | +13.3% | 9,068 | |
Hyundai BNG Steel 004560 | +9.7% | 19,200 | ★ |
Posco Steeleon 058430 | +7.4% | 3,500 | |
POSCO Holdings 005490 | +3.3% | 283,000 | |
Dongkuk Holdings 001230 | - | - |
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5. EV / Hydrogen (new)
- Episode: started 2021-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dit 110990 | +9.2% | 9,950 | |
Smotronic 066590 | +5.2% | 6,470 | |
Daewonkangup 000430 | +4.9% | 4,180 | ★ |
Samwha Electronics 011230 | +4.1% | 3,247 |
6. Semiconductors (recurred after 6 days)
- Episode: started 2021-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +9.2% | 148,500 | |
Wonik IPS 240810 | +8.9% | 50,100 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +7.2% | 12,600 | |
SFA Semicon 036540 | +4.1% | 8,890 | |
Samsung Electronics 005930 | +4.0% | 85,300 | |
Signetics 033170 | +0.6% | 1,650 | ★ |
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7. Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals / Shipbuilding (new)
- Episode: started 2021-02-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Chemical 011170 | +7.1% | 308,612 | |
S-Oil 010950 | +5.1% | 88,000 | |
Korea Petro Chemical Ind 006650 | +5.0% | 360,000 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +4.6% | 114,000 | |
HD Hyundai Mipo 010620 | +3.7% | 53,100 | |
HeunguOil 024060 | +3.7% | 6,980 | ★ |
Hankuk Carbon 017960 | +3.5% | 11,750 |
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8. Solar (recurred after 45 days)
- Episode: started 2021-02-25, day 1
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Closing Thoughts
Oil Refining / LPG (Liquefied Petroleum Gas) / Petrochemicals / Shipbuilding was a new theme. All 7 of its stocks rose, for an average change of 4.68%, and news that day pointed to rising international oil prices.
Rare Earths & Rare Metals is the only theme on a 2-day streak, so the next session will show whether that run continues. EV / Hydrogen was also new, with an average change of 5.85%.