Aug 23: 8 Strong Themes — Political Ties (Hong Joon-pyo), CCTV & DVR

August 23, 2021 · #Political Ties (Hong Joon-pyo) #CCTV & DVR #Foldable Phones / Flexible Displays / Galaxy Supply Chain #Crypto & Bitcoin / Dunamu #Sejong City Capital Relocation #Shipping / Integrated Logistics #Shipbuilding #Typhoons & Monsoon

8 strong themes — 8 recurred. Top: Political Ties (Hong Joon-pyo) +17.6%.

Strong themes8 Top change+17.6% LeaderSamIl

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Hong Joon-pyo)
+17.6%
CCTV & DVR
+12.7%
Foldable Phones / Flexible Displays / Galaxy Supply Chain
+10.8%
Crypto & Bitcoin / Dunamu
+10.5%
Sejong City Capital Relocation
+9.8%
Shipping / Integrated Logistics
+9.7%
Shipbuilding
+8.7%
Typhoons & Monsoon
+6.7%

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 (Hong Joon-pyo)SamIl+29.91%
CCTV & DVRExicure Hitron+24.22%
Foldable Phones / Flexible Displays / Galaxy Supply ChainSe Gyung Hi Tech+14.88%
Crypto & Bitcoin / DunamuHanwha Investment&securities+12.24%
Sejong City Capital RelocationYura Tech+19.21%
Shipping / Integrated LogisticsKukbo+19.43%-
ShipbuildingHJ Shipbuilding & Construction+15.46%
Typhoons & MonsoonNamhae Chemical+6.73%

On Aug 23, every stock in each of the day’s strong themes closed higher. Political Ties (Hong Joon-pyo) led with an average change of 17.62%, as SamIl rose 29.91%.

CCTV & DVR followed at 12.72%, led by Exicure Hitron’s 24.22% gain. The Foldable Phones / Flexible Displays / Galaxy Supply Chain theme rose 10.75% on average, with all 5 stocks up.

The Crypto & Bitcoin / Dunamu theme averaged 10.54%, with Woori Technology Investment up 14.62%. Typhoons & Monsoon returned after a 357-day gap, rising 6.65% on average.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Hong Joon-pyo)recurred after 111 days+17.6%3/3SamIl
2CCTV & DVRrecurred after 81 days+12.7%3/3Exicure Hitron
3Foldable Phones / Flexible Displays / Galaxy Supply Chainrecurred after 14 days+10.8%5/5Se Gyung Hi Tech
4Crypto & Bitcoin / Dunamurecurred after 111 days+10.5%4/4Hanwha Investment&securities
5Sejong City Capital Relocationrecurred after 69 days+9.8%6/6Yura Tech
6Shipping / Integrated Logisticsrecurred after 56 days+9.7%4/4Kukbo
7Shipbuildingrecurred after 32 days+8.7%3/3HJ Shipbuilding & Construction
8Typhoons & Monsoonrecurred after 357 days+6.7%4/4Namhae Chemical

Theme by Theme

1. Political Ties (Hong Joon-pyo) (recurred after 111 days)

StockChangeCloseLeader
SamIl 032280+29.9%6,190★
Kyeong Nam Steel 039240+12.1%5,640
Hankuk Steel Wire 025550+10.8%6,660

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2. CCTV & DVR (recurred after 81 days)

StockChangeCloseLeader
Exicure Hitron 019490+24.2%3,754★
Kocom 015710+11.0%7,690
Commax 036690+3.0%7,681

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3. Foldable Phones / Flexible Displays / Galaxy Supply Chain (recurred after 14 days)

StockChangeCloseLeader
Fine Technix 106240+15.0%3,894
Se Gyung Hi Tech 148150+14.9%7,992★
KH Vatec 060720+11.2%24,400
Interflex 051370+7.8%13,100
BHCo 090460+4.9%19,250

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4. Crypto & Bitcoin / Dunamu (recurred after 111 days)

StockChangeCloseLeader
Woori Technology Investment 041190+14.6%8,230
Hanwha Investment&securities 003530+12.2%4,400★
Atinum Investment 021080+8.8%4,460
T.S.Investment 246690+6.5%6,382

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5. Sejong City Capital Relocation (recurred after 69 days)

StockChangeCloseLeader
Yura Tech 048430+19.2%12,100★
Plumb Fast 035200+12.9%8,120
Daejoo 003310+8.3%2,360
Sinsin Pharmaceutical 002800+7.3%7,620
Youngbo Chemical 014440+5.5%4,475
Kye-ryong Construction Industrial 013580+5.4%33,150

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6. Shipping / Integrated Logistics (recurred after 56 days)

StockChangeCloseLeader
Kukbo 001140+19.4%14,400★
Hansol Logistics 009180+6.8%4,510
Pan Ocean 028670+6.7%8,140
Korea Line 005880+5.9%2,865

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7. Shipbuilding (recurred after 32 days)

StockChangeCloseLeader
HJ Shipbuilding & Construction 097230+15.5%8,290★
HD Korea Shipbuilding & Offshore Engineering 009540+5.5%115,500
Samsung Heavy Industries 010140+5.0%5,489

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8. Typhoons & Monsoon (recurred after 357 days)

StockChangeCloseLeader
Kyungnong 002100+6.9%14,800
Insun Environmental New Technology 060150+6.8%11,850
Namhae Chemical 025860+6.7%11,100★
Chobi 001550+6.2%27,200

Closing Thoughts

Every theme except Shipbuilding logged a one-day episode with a streak of 1. Shipbuilding’s episode runs to 2021-08-24, with HJ Shipbuilding & Construction up 15.46%.

Most themes carried same-day news headlines, while Typhoons & Monsoon had none. The next data point is whether Sejong City Capital Relocation (9.78%) and Shipping / Integrated Logistics (9.69%) carry their gains into the next session.