Dec 2: 8 Strong Themes — Political Ties (Lee Jae-myung), Digital Health & Telehealth
8 strong themes — 1 running · 7 recurred. Top: Political Ties (Lee Jae-myung) +15.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | GL Pharm Tech | +29.40% | |
| Digital Health & Telehealth | BITComputer | +17.66% | |
| Corrugated Board | Daeyoung Packaging | +13.17% | |
| Remote Work & Smart Work | Rsupport | +8.03% | |
| Semiconductors | Tse | +10.85% | |
| Steel Majors / Steel (Small & Mid Cap) | Dongil Steelux | +11.34% | |
| COVID (Diagnostics, Treatments, Vaccines) | BioSmart | +12.82% | |
| Construction Majors / Construction (Small & Mid Cap) | DongshinEngineering&Construction | +10.23% |
Eight themes stood out on Dec 2, 2021, and every stock listed under them rose. Political Ties (Lee Jae-myung) led with an average change of 15.01%, as GL Pharm Tech jumped 29.4%.
Remote-care and remote-work names moved together. Digital Health & Telehealth averaged 12.14%, led by BITComputer at 17.66%. Remote Work & Smart Work returned after a 113-day gap.
Corrugated Board gained an average of 10.66% on Daeyoung Packaging’s 13.17% rise. Semiconductors was the only theme on a 2-day streak, with an average change of 7.13%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jae-myung) | recurred after 10 days | +15.0% | 5/5 | GL Pharm Tech |
| 2 | Digital Health & Telehealth | recurred after 16 days | +12.1% | 3/3 | BITComputer |
| 3 | Corrugated Board | recurred after 10 days | +10.7% | 3/3 | Daeyoung Packaging |
| 4 | Remote Work & Smart Work | recurred after 113 days | +8.5% | 2/2 | Rsupport |
| 5 | Semiconductors | 2 days running | +7.1% | 4/4 | Tse |
| 6 | Steel Majors / Steel (Small & Mid Cap) | recurred after 49 days | +6.7% | 6/6 | Dongil Steelux |
| 7 | COVID (Diagnostics, Treatments, Vaccines) | recurred after 69 days | +6.7% | 4/4 | BioSmart |
| 8 | Construction Majors / Construction (Small & Mid Cap) | recurred after 49 days | +6.1% | 5/5 | DongshinEngineering&Construction |
Theme by Theme
1. Political Ties (Lee Jae-myung) (recurred after 10 days)
- Episode: started 2021-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GL Pharm Tech 204840 | +29.4% | 1,065 | ★ |
Hyungji Elite 093240 | +14.2% | 3,263 | |
FreeMs 053160 | +12.1% | 13,450 | |
DongshinEngineering&Construction 025950 | +10.2% | 32,850 | |
Atec 045660 | +9.2% | 22,600 |
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2. Digital Health & Telehealth (recurred after 16 days)
- Episode: started 2021-12-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
BITComputer 032850 | +17.7% | 9,860 | ★ |
GC MediAI 032620 | +10.3% | 8,150 | |
ezCaretech 099750 | +8.5% | 19,542 |
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3. Corrugated Board (recurred after 10 days)
- Episode: started 2021-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daeyoung Packaging 014160 | +13.2% | 2,750 | ★ |
Hankuk Package 037230 | +13.1% | 5,000 | |
Tailim Packaging 011280 | +5.7% | 4,465 |
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4. Remote Work & Smart Work (recurred after 113 days)
- Episode: started 2021-12-02, day 1
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5. Semiconductors (2 days running)
- Episode: started 2021-12-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Tse 131290 | +10.8% | 66,400 | ★ |
Fine Semitech 036810 | +9.5% | 24,429 | |
HANMI Semiconductor 042700 | +5.2% | 18,250 | |
SK hynix 000660 | +3.0% | 120,000 |
6. Steel Majors / Steel (Small & Mid Cap) (recurred after 49 days)
- Episode: started 2021-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongil Steelux 023790 | +11.3% | 7,744 | ★ |
Hyundai Steel Company 004020 | +7.8% | 40,700 | |
Husteel 005010 | +7.7% | 2,685 | |
SeAH Besteel Holdings 001430 | +6.1% | 20,000 | |
Hyundai BNG Steel 004560 | +5.8% | 15,500 | |
POSCO Holdings 005490 | +1.6% | 281,500 |
7. COVID (Diagnostics, Treatments, Vaccines) (recurred after 69 days)
- Episode: started 2021-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BioSmart 038460 | +12.8% | 5,720 | ★ |
Green pine tree 057880 | +8.0% | 5,455 | |
Il Dong Pharmaceutical 249420 | +3.6% | 17,050 | |
JS Link 127120 | +2.2% | 3,550 |
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8. Construction Majors / Construction (Small & Mid Cap) (recurred after 49 days)
- Episode: started 2021-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DongshinEngineering&Construction 025950 | +10.2% | 32,850 | ★ |
IPARK Hyundai Development Company 294870 | +6.8% | 22,800 | |
Daewoo Engineering & Construction 047040 | +5.2% | 5,820 | |
Samsung C&T 028260 | +4.1% | 114,500 | |
GS Engineering & Construction 006360 | +4.0% | 39,100 |
Closing Thoughts
Most themes returned after gaps of 10 to 113 days, so whether they carry into Dec 3 is the open question. Digital Health & Telehealth already shows a 2-day episode running to Dec 3.
Another thing to watch is whether Semiconductors extends its streak beyond 2 days. In Steel Majors / Steel (Small & Mid Cap) all 6 stocks rose, and in Construction Majors / Construction (Small & Mid Cap) all 5 did, so breadth there is worth tracking too.