Nov 22: 4 Strong Themes — Nuclear, Political Ties (Lee Nak-yon)

November 22, 2022 · #Nuclear #Political Ties (Lee Nak-yon) #NEOM City #Integrated Logistics

4 strong themes — 4 recurred. Top: Nuclear +8.5%.

Strong themes4 Top change+8.5% LeaderEnertork

Average change by strong theme

Average change of member stocks, by theme · descending
Nuclear
+8.5%
Political Ties (Lee Nak-yon)
+6.1%
NEOM City
+5.4%
Integrated Logistics
+5.0%

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
NuclearEnertork+29.95%
Political Ties (Lee Nak-yon)Nam Hwa Construction Company+9.87%
NEOM CityKolonGlobal+15.31%
Integrated LogisticsDongbang Transport & Logistics+22.56%

Four themes ran strong on Nov 22, and every stock in each group closed higher. Nuclear led with an average change of 8.47%, with all 10 of its stocks up.

Enertork topped the nuclear group with a 29.95% gain. Same-day headlines linked the move to preparations for dismantling Wolsong Unit 1.

Political Ties (Lee Nak-yon) returned after a 497-day gap with an average change of 6.08%. NEOM City averaged 5.39%, led by KolonGlobal at 15.31%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Nuclearrecurred after 6 days+8.5%10/10Enertork
2Political Ties (Lee Nak-yon)recurred after 497 days+6.1%10/10Nam Hwa Construction Company
3NEOM Cityrecurred after 6 days+5.4%10/10KolonGlobal
4Integrated Logisticsrecurred after 172 days+5.0%10/10Dongbang Transport & Logistics

Theme by Theme

1. Nuclear (recurred after 6 days)

StockChangeCloseLeader
Enertork 019990+29.9%10,500★
Seojeon Electric Machinery 189860+10.8%6,990
G2Power 388050+7.4%9,850
Bhi 083650+5.9%8,050
Bosung Power Technology 006910+5.6%4,420
Iljin Power 094820+5.6%14,150
LS ELECTRIC 010120+5.2%11,780
Orbitech 046120+5.0%5,110
DL E&c 375500+4.8%40,000
T. K 023160+4.3%18,150

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2. Political Ties (Lee Nak-yon) (recurred after 497 days)

StockChangeCloseLeader
Bumyang Construction 002410+13.0%4,510
Nam Hwa Construction Company 091590+9.9%8,570★
Dukshinepc 090410+9.8%2,125
Namsun Aluminium 008350+7.7%2,460
Sambu Construction 001470+6.5%1,630
Woowon Development 046940+4.8%3,820
Namhwa Industrial 111710+3.0%7,690
E-world 084680+2.4%1,730
LS Marine Solution 060370+2.3%5,187
TuksuConstruction 026150+1.5%9,230

3. NEOM City (recurred after 6 days)

StockChangeCloseLeader
KolonGlobal 003070+15.3%21,612★
SM Life Design Group 063440+8.1%2,730
HanmiGlobal 053690+7.6%36,900
Development Advance Solution 058730+4.7%5,830
SNTEnergy 100840+4.1%7,912
VitzroSys 054220+4.0%6,635
Yooshin Engineering 054930+3.5%43,700
SM Culture & Contents 048550+2.3%3,310
BMTCo 086670+2.2%16,200
Dohwa Engineering 002150+2.0%10,000

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4. Integrated Logistics (recurred after 172 days)

StockChangeCloseLeader
Dongbang Transport & Logistics 004140+22.6%3,015★
KCTC 009070+8.7%5,000
Sebang 004360+7.1%24,200
Intergis 129260+3.2%3,020
Hansol Logistics 009180+3.0%2,885
Sun Kwang 003100+1.7%124,100
SG&G 040610+1.5%3,460
Taewoong Logistics 124560+1.4%5,240
Han Express 014130+0.6%5,090
CJ Logistics 000120+0.5%88,700

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Closing Thoughts

Every theme here carries a streak of 1, so Nov 22 marks day one of each episode. The open question is whether any of them extends into a second session.

Integrated Logistics returned after 172 days with an average change of 5.02%. Its gains were uneven: Dongbang Transport & Logistics rose 22.56%, while CJ Logistics added only 0.45%.