Sep 27: 8 Strong Themes — Political Ties (Lee Jae-myung), Robotics (Industrial & Collaborative)

September 27, 2023 · #Political Ties (Lee Jae-myung) #Robotics (Industrial & Collaborative) #COVID (Diagnostics, Treatments, Vaccines) #Beauty & Cosmetics #Autonomous Driving #LPG (Liquefied Petroleum Gas) #Defense & War #Casinos

8 strong themes — 8 recurred. Top: Political Ties (Lee Jae-myung) +13.7%.

Strong themes8 Top change+13.7% LeaderOrient Precision Industries

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+13.7%
Robotics (Industrial & Collaborative)
+8.9%
COVID (Diagnostics, Treatments, Vaccines)
+8.9%
Beauty & Cosmetics
+7.5%
Autonomous Driving
+6.9%
LPG (Liquefied Petroleum Gas)
+4.7%
Defense & War
+4.1%
Casinos
+1.3%

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)Orient Precision Industries+30.00%
Robotics (Industrial & Collaborative)TPC+21.74%
COVID (Diagnostics, Treatments, Vaccines)Humasis+12.21%
Beauty & CosmeticsBL Pharmtech+13.52%
Autonomous DrivingYujin Robot+19.89%
LPG (Liquefied Petroleum Gas)HeunguOil+15.90%
Defense & WarEgtronics+4.35%
CasinosTOVISCo+2.28%

On Sep 27, 2023, every tracked theme finished with all of its listed stocks higher. Political Ties (Lee Jae-myung) led the session with an average change of 13.7% across 10 stocks.

The theme’s leader, Orient Precision Industries, rose 30.0%, and Atec added 29.93%. A same-day headline from Edaily linked the move to political theme stocks.

Robotics (Industrial & Collaborative) averaged 8.94%, led by TPC at 21.74%. COVID (Diagnostics, Treatments, Vaccines) returned after a 55-day gap, with an average change of 8.88%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Lee Jae-myung)recurred after 2 days+13.7%10/10Orient Precision Industries
2Robotics (Industrial & Collaborative)recurred after 5 days+8.9%10/10TPC
3COVID (Diagnostics, Treatments, Vaccines)recurred after 55 days+8.9%9/9Humasis
4Beauty & Cosmeticsrecurred after 2 days+7.5%8/8BL Pharmtech
5Autonomous Drivingrecurred after 15 days+6.9%10/10Yujin Robot
6LPG (Liquefied Petroleum Gas)recurred after 5 days+4.7%6/6HeunguOil
7Defense & Warrecurred after 16 days+4.1%9/9Egtronics
8Casinosrecurred after 9 days+1.3%4/4TOVISCo

Theme by Theme

1. Political Ties (Lee Jae-myung) (recurred after 2 days)

StockChangeCloseLeader
Orient Precision Industries 065500+30.0%1,469★
Atec 045660+29.9%13,240
DongshinEngineering&Construction 025950+25.4%21,900
Atec Mobility 224110+14.3%14,500
Total Soft Bank 045340+10.0%4,670
Orientbio 002630+7.0%1,338
Soosan Int 050960+6.8%9,840
Eagon Holdings 039020+5.6%3,135
Jungdawn 208140+4.1%2,415
Koyj 121850+3.7%18,756

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2. Robotics (Industrial & Collaborative) (recurred after 5 days)

StockChangeCloseLeader
TPC 130740+21.7%3,920★
Daedong 000490+10.5%19,000
Dae-il 092200+10.4%6,580
DaedongGear 008830+8.2%8,919
Shinsung Delta Tech 065350+7.8%41,600
SP Systems 317830+6.8%12,790
RS Automation 140670+6.5%14,174
Hyulim ROBOT 090710+6.4%4,060
Neuromeka 348340+5.7%37,353
SPG 058610+5.4%40,800

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3. COVID (Diagnostics, Treatments, Vaccines) (recurred after 55 days)

StockChangeCloseLeader
Quratis 348080+13.9%27,567
Humasis 205470+12.2%12,175★
Daewoong Pharma 069620+10.2%112,800
Sejong Medical 258830+9.2%1,185
Daewoong 003090+8.6%15,640
Peptron 087010+8.6%32,611
Hyundai Bioscience 048410+6.3%13,852
Access Bio 950130+5.6%10,343
Cellid 299660+5.4%3,597

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4. Beauty & Cosmetics (recurred after 2 days)

StockChangeCloseLeader
Olipass 244460+18.6%36,620
BL Pharmtech 065170+13.5%2,057★
Hyundai Bioscience 048410+6.3%13,852
VT 018290+5.0%20,300
PharmaResearch 214450+4.4%126,500
Zero to Seven 159580+4.3%5,630
Dongsung Pharmaceutical 002210+4.1%2,925
Caregen 214370+4.0%38,600

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5. Autonomous Driving (recurred after 15 days)

StockChangeCloseLeader
Yujin Robot 056080+19.9%13,440★
Nextchip 396270+10.8%13,197
THE MIDONG 161570+6.7%1,451
Furonteer 370090+5.7%30,850
InfoBank 039290+4.9%10,650
Hyundai Autoever 307950+4.7%186,600
Smart Radar System 424960+4.4%14,200
Mobile Appliance 087260+4.4%2,980
Ace Technologies 088800+4.2%10,846
Optrontec 082210+3.6%3,175

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6. LPG (Liquefied Petroleum Gas) (recurred after 5 days)

StockChangeCloseLeader
HeunguOil 024060+15.9%7,290★
Joong Ang Enervis 000440+3.4%18,080
Daesung Industrial 128820+2.8%3,777
SK Gas 018670+2.7%149,900
S-Oil 010950+1.9%79,200
E1 017940+1.3%60,500

7. Defense & War (recurred after 16 days)

StockChangeCloseLeader
HanilForgingIndustrial 024740+6.2%2,315
Haein 003010+4.7%5,620
Egtronics 377330+4.3%7,920★
Ace Technologies 088800+4.2%10,846
COTS Technology 448710+4.0%16,790
SatrecInitiative 099320+3.9%30,500
YTN 040300+3.4%7,530
Formetal 119500+3.1%3,945
Speco 013810+2.8%3,625

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8. Casinos (recurred after 9 days)

StockChangeCloseLeader
TOVISCo 051360+2.3%16,620★
Paradise 034230+1.6%16,270
Kortek 052330+1.0%7,360
Grand Korea Leisure 114090+0.5%16,260

Closing Thoughts

Every theme on the list is marked as a recurrence with a streak of 1. The next session will show whether any of them lasts beyond a single day.

Yujin Robot, the Autonomous Driving leader, traded 14627601 shares, the highest volume in the set. TPC followed with 12634522 shares.