Mar 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Political Ties (Lee Jae-myung)

March 4, 2021 · #Political Ties (Yoon Suk-yeol) #Political Ties (Lee Jae-myung) #Political Ties (Oh Se-hoon) #Casinos #Crypto & Bitcoin #Banks / Property & Casualty Insurance / Life Insurance

6 strong themes — 4 recurred · 2 new. Top: Political Ties (Yoon Suk-yeol) +29.9%.

Strong themes6 Top change+29.9% LeaderSeoyon

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Yoon Suk-yeol)
+29.9%
Political Ties (Lee Jae-myung)
+12.7%
Political Ties (Oh Se-hoon)
+10.4%
Casinos
+4.4%
Crypto & Bitcoin
+3.2%
Banks / Property & Casualty Insurance / Life Insurance
+2.1%

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)Seoyon+29.95%
Political Ties (Lee Jae-myung)Atec Mobility+16.90%
Political Ties (Oh Se-hoon)Chinyang Chemical+12.11%
CasinosGrand Korea Leisure+5.57%
Crypto & BitcoinWizit+5.98%
Banks / Property & Casualty Insurance / Life InsuranceiM Financial Group+4.12%

Political stocks dominated trading on Mar 4, 2021. Political Ties (Yoon Suk-yeol) led all themes with an average change of 29.88%, and all 3 of its stocks rose.

Leader Seoyon gained 29.95%, with Dcksung up 29.92% and Seoyon Topmetal up 29.78%. The theme returned after a 43-day gap.

Political Ties (Lee Jae-myung) followed with an average change of 12.71%, led by Atec Mobility at 16.9%. Political Ties (Oh Se-hoon) appeared for the first time, averaging 10.41%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Yoon Suk-yeol)recurred after 43 days+29.9%3/3Seoyon
2Political Ties (Lee Jae-myung)recurred after 7 days+12.7%3/3Atec Mobility
3Political Ties (Oh Se-hoon)new+10.4%2/2Chinyang Chemical
4Casinosrecurred after 49 days+4.4%3/3Grand Korea Leisure
5Crypto & Bitcoinrecurred after 2 days+3.2%3/3Wizit
6Banks / Property & Casualty Insurance / Life Insurancenew+2.1%5/5iM Financial Group

Theme by Theme

1. Political Ties (Yoon Suk-yeol) (recurred after 43 days)

StockChangeCloseLeader
Seoyon 007860+29.9%13,450★
Dcksung 004830+29.9%10,900
Seoyon Topmetal 019770+29.8%11,550

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2. Political Ties (Lee Jae-myung) (recurred after 7 days)

StockChangeCloseLeader
Atec Mobility 224110+16.9%25,250★
Atec 045660+11.1%33,050
Orient Precision Industries 065500+10.1%6,877

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3. Political Ties (Oh Se-hoon) (new)

StockChangeCloseLeader
Chinyang Chemical 051630+12.1%3,333★
Chin Yang Industry 003780+8.7%4,365

4. Casinos (recurred after 49 days)

StockChangeCloseLeader
Grand Korea Leisure 114090+5.6%17,050★
Kangwon Land 035250+4.4%26,100
Paradise 034230+3.3%18,600

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5. Crypto & Bitcoin (recurred after 2 days)

StockChangeCloseLeader
Wizit 036090+6.0%5,125★
Woori Technology Investment 041190+3.2%4,800
Vidente 121800+0.5%10,350

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

StockChangeCloseLeader
iM Financial Group 139130+4.1%7,580★
Tongyang Life Insurance 082640+2.1%4,170
JB Financial Group 175330+2.0%6,060
Hanwha General Insurance 000370+1.3%3,890
Shinhan Financial Group 055550+1.2%34,050

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Closing Thoughts

All six themes were on a 1-day streak, so it remains open whether any of them continues into the next session. Two news reports on Mar 4 carried warnings about political theme stocks.

The new Banks / Property & Casualty Insurance / Life Insurance theme averaged 2.14% with all 5 stocks higher, and its episode runs to Mar 5. Casinos averaged 4.43%, and Crypto & Bitcoin averaged 3.23%.