Feb 21: 8 Strong Themes — Political Ties (Lee Jae-myung), Music & Entertainment / Music & Recordings

February 21, 2022 · #Political Ties (Lee Jae-myung) #Music & Entertainment / Music & Recordings #Currency & ATM Systems (incl. CBDC) #Bicycles #Pharma #5G / Telecom Equipment #Digital Health & Telehealth #Shipping

8 strong themes — 8 recurred. Top: Political Ties (Lee Jae-myung) +11.6%.

Strong themes8 Top change+11.6% LeaderDgenx

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+11.6%
Music & Entertainment / Music & Recordings
+6.5%
Currency & ATM Systems (incl. CBDC)
+6.0%
Bicycles
+4.3%
Pharma
+4.1%
5G / Telecom Equipment
+3.9%
Digital Health & Telehealth
+3.6%
Shipping
+2.6%

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 (Lee Jae-myung)Dgenx+29.95%
Music & Entertainment / Music & RecordingsSM Culture & Contents+8.18%
Currency & ATM Systems (incl. CBDC)Korea Computer Terminal+11.62%
BicyclesDHX Company+7.36%
PharmaDaewon Pharmaceutical+5.11%
5G / Telecom EquipmentSolid+4.77%
Digital Health & TelehealthBITComputer+3.52%
ShippingHeung-a Shipping+2.86%

On Feb 21, eight strong themes closed higher, and every listed stock in them rose. Political Ties (Lee Jae-myung) led with an average change of 11.55%.

Dgenx led that theme, jumping 29.95% to close at 998 on volume of 13498191 shares. Atec and Cas added 9.09% and 8.55%.

Music & Entertainment / Music & Recordings rose an average of 6.52%, with all 5 stocks higher. Currency & ATM Systems (incl. CBDC) followed at 6.03%, led by Korea Computer Terminal at 11.62%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Lee Jae-myung)recurred after 39 days+11.6%5/5Dgenx
2Music & Entertainment / Music & Recordingsrecurred after 32 days+6.5%5/5SM Culture & Contents
3Currency & ATM Systems (incl. CBDC)recurred after 4 days+6.0%4/4Korea Computer Terminal
4Bicyclesrecurred after 333 days+4.3%3/3DHX Company
5Pharmarecurred after 12 days+4.1%4/4Daewon Pharmaceutical
65G / Telecom Equipmentrecurred after 55 days+3.9%5/5Solid
7Digital Health & Telehealthrecurred after 5 days+3.6%2/2BITComputer
8Shippingrecurred after 4 days+2.6%3/3Heung-a Shipping

Theme by Theme

1. Political Ties (Lee Jae-myung) (recurred after 39 days)

StockChangeCloseLeader
Dgenx 113810+29.9%998★
Atec 045660+9.1%16,800
Cas 016920+8.6%3,555
Atec Mobility 224110+5.2%15,300
FreeMs 053160+5.0%11,500

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2. Music & Entertainment / Music & Recordings (recurred after 32 days)

StockChangeCloseLeader
SM Culture & Contents 048550+8.2%3,900★
JYP Entertainment 035900+7.3%47,900
YG Entertainment 122870+7.0%61,400
SM Entertainment 041510+5.2%70,800
Hybe 352820+5.0%275,500

3. Currency & ATM Systems (incl. CBDC) (recurred after 4 days)

StockChangeCloseLeader
Korea Computer Terminal 089150+11.6%7,010★
FreeMs 053160+5.0%11,500
Hannet 052600+4.5%8,360
NICE Infra 063570+3.0%5,160

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4. Bicycles (recurred after 333 days)

StockChangeCloseLeader
DHX Company 031860+7.4%13,978★
Alton 123750+2.8%5,110
Samchuly Bicycle 024950+2.8%13,801

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5. Pharma (recurred after 12 days)

StockChangeCloseLeader
Daewon Pharmaceutical 003220+5.1%19,038★
Dongwha Pharm 000020+4.0%12,900
GC Biopharma 006280+3.9%198,000
JW Pharmaceutical 001060+3.2%21,624

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6. 5G / Telecom Equipment (recurred after 55 days)

StockChangeCloseLeader
HFR 230240+5.3%29,750
Solid 050890+4.8%6,370★
Kisan Telecom 035460+3.8%3,680
CS 065770+3.7%5,593
Pentastone Electronics 332570+2.0%7,570

7. Digital Health & Telehealth (recurred after 5 days)

StockChangeCloseLeader
GC MediAI 032620+3.6%6,820
BITComputer 032850+3.5%8,820★

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8. Shipping (recurred after 4 days)

StockChangeCloseLeader
KSS Line 044450+3.4%12,200
Heung-a Shipping 003280+2.9%2,875★
HMM 011200+1.7%30,100

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Closing Thoughts

Every theme on the list is a recurrence on a 1-day streak, so it is unclear whether any will continue past Feb 21. Bicycles returned after a gap of 333 days.

News linked Pharma to cold-medicine shortages and rising cases, and Shipping to continuing logistics strain. The next thing to track is whether those drivers persist.