Oct 12: 7 Strong Themes — Rivian, Political Ties (Hong Joon-pyo)
7 strong themes — 5 recurred · 2 new. Top: Rivian +15.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Rivian | Ecocab | +29.82% | |
| Political Ties (Hong Joon-pyo) | SamIl | +30.00% | |
| Natural Gas Utilities | Gse | +24.03% | |
| LPG (Liquefied Petroleum Gas) / Oil Refining / Petrochemicals | Joong Ang Enervis | +6.92% | |
| Resource Development | Daesung Industrial | +6.46% | |
| Metals (Non-Ferrous) | Namsun Aluminium | +5.99% | |
| COVID (Treatments & Vaccines) | RootK | +1.62% |
On Oct 12, Rivian led the session with an average change of 15.14%. All 5 stocks rose, and Ecocab topped the group with a 29.82% gain.
Political Ties (Hong Joon-pyo) returned after a 35-day gap with an average change of 12.23%. SamIl gained 30.0%, the largest single move in the data.
Energy names also ran hot. Natural Gas Utilities averaged 10.82% as Gse jumped 24.03%, while LPG (Liquefied Petroleum Gas) / Oil Refining / Petrochemicals posted an average change of 5.8%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Rivian | new | +15.1% | 5/5 | Ecocab |
| 2 | Political Ties (Hong Joon-pyo) | recurred after 35 days | +12.2% | 5/5 | SamIl |
| 3 | Natural Gas Utilities | recurred after 13 days | +10.8% | 3/3 | Gse |
| 4 | LPG (Liquefied Petroleum Gas) / Oil Refining / Petrochemicals | new | +5.8% | 5/5 | Joong Ang Enervis |
| 5 | Resource Development | recurred after 6 days | +5.4% | 3/3 | Daesung Industrial |
| 6 | Metals (Non-Ferrous) | recurred after 34 days | +4.0% | 3/3 | Namsun Aluminium |
| 7 | COVID (Treatments & Vaccines) | recurred after 63 days | -4.8% | 2/5 | RootK |
Theme by Theme
1. Rivian (new)
- Episode: started 2021-10-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecocab 128540 | +29.8% | 7,992 | ★ |
Wooshin Systems 017370 | +18.9% | 7,300 | |
Daewon Chemical 024890 | +12.1% | 26,350 | |
Dongkuk Refractories & Steel 075970 | +10.3% | 6,550 | |
DA Technology 196490 | +4.6% | 47,940 |
Related news
- 디에이테크놀로지 주가 4%↑…“리비안 엔지니어들 이달 방문” — 아주경제 (Korean)
- 동국알앤에스 주가 7%↑…제2 테슬라 리비안 때문? — 아주경제 (Korean)
- 대원화성 주가 6%↑…리비안 때문? — 아주경제 (Korean)
2. Political Ties (Hong Joon-pyo) (recurred after 35 days)
- Episode: started 2021-10-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SamIl 032280 | +30.0% | 6,760 | ★ |
TBC 033830 | +11.1% | 11,550 | |
HC HomeCenter 060560 | +8.8% | 12,215 | |
DSR 155660 | +6.8% | 8,510 | |
Kyeong Nam Steel 039240 | +4.5% | 10,350 |
Related news
- 삼일 주가 30%↑…초강세, 무슨 일? — 아주경제 (Korean)
- [이시각 상한가] 삼일(▲1560) - 12일 오전 9시7분 — 이투데이 (Korean)
3. Natural Gas Utilities (recurred after 13 days)
- Episode: started 2021-10-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gse 053050 | +24.0% | 3,820 | ★ |
Daesung Energy 117580 | +6.2% | 12,050 | |
Inchon City Gas 034590 | +2.2% | 29,500 |
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- 원자재 급등에 천연가스·정유·자원개발 관련주 동반 오름세…지에스이 24% ↑ — 매일경제 (Korean)
- [이시각 상한가] 지에스이(▲920) - 12일 오전 11시57분 — 이투데이 (Korean)
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4. LPG (Liquefied Petroleum Gas) / Oil Refining / Petrochemicals (new)
- Episode: started 2021-10-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Aekyung Chemical 161000 | +7.9% | 16,350 | |
Joong Ang Enervis 000440 | +6.9% | 22,400 | ★ |
S-Oil 010950 | +6.1% | 112,500 | |
HeunguOil 024060 | +4.6% | 8,120 | |
Samyang 145990 | +3.4% | 69,700 |
Related news
- 중앙에너비스 주가 15%↑…“7년만에 80달러 돌파” 소식에 강세 — 아주경제 (Korean)
- [특징주]국제 유가 초강세에 정유주 급등…중앙에너비스 18%↑ — 이데일리 (Korean)
- 국제유가 고공행진에 정유주 ‘강세’…중앙에너비스 16%대↑ — 한국경제 (Korean)
5. Resource Development (recurred after 6 days)
- Episode: started 2021-10-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LX International 001120 | +6.5% | 31,300 | |
Daesung Industrial 128820 | +6.5% | 5,755 | ★ |
Posco International 047050 | +3.4% | 23,000 |
6. Metals (Non-Ferrous) (recurred after 34 days)
- Episode: started 2021-10-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Namsun Aluminium 008350 | +6.0% | 3,095 | ★ |
Sama Aluminium 006110 | +4.6% | 28,500 | |
Choil Aluminum 018470 | +1.6% | 2,787 |
7. COVID (Treatments & Vaccines) (recurred after 63 days)
- Episode: started 2021-10-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RootK 195990 | +1.6% | 10,705 | ★ |
HK inno.N 195940 | +0.1% | 66,200 | |
Hyundai Bioscience 048410 | -2.7% | 12,533 | |
MOA Life Plus 142760 | -9.8% | 11,450 | |
Cellid 299660 | -13.1% | 51,522 |
Closing Thoughts
Resource Development and Metals (Non-Ferrous) averaged 5.43% and 4.05%, and every stock in both rose. Same-day headlines tied the gas and refiner gains to surging commodity and oil prices.
COVID (Treatments & Vaccines) went the other way, averaging -4.79% with only 2 of 5 stocks up. Every theme is on a 1-day streak, so the open question is whether any of them continue.