Jan 5: 8 Strong Themes — Political Ties (Ahn Cheol-soo), Cement & Ready-Mix Concrete
8 strong themes — 3 running · 4 recurred · 1 new. Top: Political Ties (Ahn Cheol-soo) +19.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Ahn Cheol-soo) | Sunny Electronics | +30.00% | |
| Cement & Ready-Mix Concrete | Hanilcement | +17.38% | |
| Battery (Equipment) | V-one Tech | +13.64% | |
| Political Ties (Hong Joon-pyo) | Kyeong Nam Steel | +11.67% | |
| Corrugated Board / Paper | Blue Industrial Development | +17.09% | |
| Shipbuilding / Shipbuilding Equipment | STX Engine | +11.96% | |
| Steel Majors / Steel (Small & Mid Cap) | Kiswire | +7.19% | |
| Railways | Woori Technology, Incorporation | +7.65% |
Political Ties (Ahn Cheol-soo) led the Jan 5 session with an average change of 19.89%, and all 3 of its stocks rose. Sunny Electronics topped the group with a 30.0% gain.
Cement & Ready-Mix Concrete rose for a second straight day, with an average change of 11.73%. In the new theme Battery (Equipment), all 5 stocks rose for an average of 10.4%.
Several themes came back after long gaps: Corrugated Board / Paper after 132 days and Railways after 292 days. Every stock in both themes closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Ahn Cheol-soo) | recurred after 2 days | +19.9% | 3/3 | Sunny Electronics |
| 2 | Cement & Ready-Mix Concrete | 2 days running | +11.7% | 2/2 | Hanilcement |
| 3 | Battery (Equipment) | new | +10.4% | 5/5 | V-one Tech |
| 4 | Political Ties (Hong Joon-pyo) | 2 days running | +10.2% | 2/2 | Kyeong Nam Steel |
| 5 | Corrugated Board / Paper | recurred after 132 days | +6.9% | 7/7 | Blue Industrial Development |
| 6 | Shipbuilding / Shipbuilding Equipment | 2 days running | +5.3% | 5/5 | STX Engine |
| 7 | Steel Majors / Steel (Small & Mid Cap) | recurred after 125 days | +4.6% | 4/5 | Kiswire |
| 8 | Railways | recurred after 292 days | +4.6% | 6/6 | Woori Technology, Incorporation |
Theme by Theme
1. Political Ties (Ahn Cheol-soo) (recurred after 2 days)
- Episode: started 2022-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sunny Electronics 004770 | +30.0% | 6,630 | ★ |
Korea Information Engineering Services 039740 | +16.4% | 8,720 | |
Ahnlab 053800 | +13.2% | 120,500 |
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2. Cement & Ready-Mix Concrete (2 days running)
- Episode: started 2022-01-04, day 2
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3. Battery (Equipment) (new)
- Episode: started 2022-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
V-one Tech 251630 | +13.6% | 11,000 | ★ |
Daebo Magnetic 290670 | +12.8% | 50,300 | |
mPlus 259630 | +11.4% | 21,500 | |
Innometry 302430 | +7.3% | 16,950 | |
DA Technology 196490 | +6.9% | 45,660 |
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4. Political Ties (Hong Joon-pyo) (2 days running)
- Episode: started 2022-01-04, day 2
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5. Corrugated Board / Paper (recurred after 132 days)
- Episode: started 2022-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Blue Industrial Development 006740 | +17.1% | 9,202 | ★ |
Shinpoong 002870 | +8.3% | 2,400 | |
Q Capital Partners 016600 | +8.2% | 7,995 | |
Hanchang Paper 009460 | +5.3% | 10,975 | |
Asia Paper Manufacturing 002310 | +4.6% | 10,980 | |
Daeyoung Packaging 014160 | +2.9% | 2,700 | |
Sambo Corrugated Board 023600 | +1.9% | 16,150 |
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6. Shipbuilding / Shipbuilding Equipment (2 days running)
- Episode: started 2022-01-04, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Engine 077970 | +12.0% | 10,950 | ★ |
HD Hyundai Mipo 010620 | +4.9% | 79,800 | |
Hankuk Carbon 017960 | +4.0% | 11,650 | |
Finebesteel 133820 | +3.1% | 3,160 | |
HD Hyundai Heavy Industries 329180 | +2.5% | 104,000 |
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7. Steel Majors / Steel (Small & Mid Cap) (recurred after 125 days)
- Episode: started 2022-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kiswire 002240 | +7.2% | 18,404 | ★ |
Dongyang S·TEC 060380 | +4.1% | 3,700 | |
Hyundai BNG Steel 004560 | +3.9% | 17,250 | |
Hyundai Steel Company 004020 | +3.4% | 44,400 | |
Dongkuk Holdings 001230 | - | - |
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8. Railways (recurred after 292 days)
- Episode: started 2022-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daeyang Electric 108380 | +9.5% | 16,650 | |
Woori Technology, Incorporation 032820 | +7.7% | 1,830 | ★ |
PULOON Robotics 094940 | +4.5% | 10,400 | |
Samhyun Steel 017480 | +2.7% | 6,020 | |
SPG 058610 | +2.6% | 13,600 | |
Daeho Al 069460 | +0.7% | 17,375 |
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Closing Thoughts
Political Ties (Hong Joon-pyo) and Shipbuilding / Shipbuilding Equipment are both on a 2-day streak. Kyeong Nam Steel led the first at 11.67%, and a news item said the exchange asked the company to explain its price surge.
In Steel Majors / Steel (Small & Mid Cap), 4 of 5 stocks rose, and there was no data for Dongkuk Holdings. The next thing to see is whether the single-day themes carry into another session.