Oct 20: 6 Strong Themes — Graphene, Political Ties (Lee Jae-myung)
6 strong themes — 1 running · 5 recurred. Top: Graphene +8.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Graphene | SANGBOCo | +24.97% | |
| Political Ties (Lee Jae-myung) | DongshinEngineering&Construction | +20.28% | |
| Cancer Immunotherapy | The Codi | +10.60% | |
| Natural Gas Utilities | Gse | +8.26% | |
| Defense & War | Ace Technologies | +5.11% | |
| iPhone Supply Chain | Protec | +3.83% |
Six themes rose on 2023-10-20, and every listed stock in them gained. Graphene led with an average change of 8.3% after a 50-day gap, as SANGBOCo jumped 24.97%.
Political Ties (Lee Jae-myung) averaged 5.34%, with all 10 stocks up. DongshinEngineering&Construction led the group at 20.28%.
Cancer Immunotherapy averaged 4.19%, led by The Codi at 10.6%. Defense & War was the only theme on a streak, now at 4 days, with an average change of 3.26%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Graphene | recurred after 50 days | +8.3% | 4/4 | SANGBOCo |
| 2 | Political Ties (Lee Jae-myung) | recurred after 23 days | +5.3% | 10/10 | DongshinEngineering&Construction |
| 3 | Cancer Immunotherapy | recurred after 39 days | +4.2% | 10/10 | The Codi |
| 4 | Natural Gas Utilities | recurred after 4 days | +3.4% | 3/3 | Gse |
| 5 | Defense & War | 4 days running | +3.3% | 6/6 | Ace Technologies |
| 6 | iPhone Supply Chain | recurred after 51 days | +1.4% | 7/7 | Protec |
Theme by Theme
1. Graphene (recurred after 50 days)
- Episode: started 2023-10-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SANGBOCo 027580 | +25.0% | 9,560 | ★ |
Orient Precision Industries 065500 | +4.3% | 1,180 | |
Duksanhimetal 077360 | +3.2% | 6,800 | |
China Crystal New Material Holdings 900250 | +0.7% | 8,315 |
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2. Political Ties (Lee Jae-myung) (recurred after 23 days)
- Episode: started 2023-10-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DongshinEngineering&Construction 025950 | +20.3% | 19,750 | ★ |
GL Pharm Tech 204840 | +8.7% | 1,000 | |
Atec 045660 | +7.7% | 11,060 | |
Orient Precision Industries 065500 | +4.3% | 1,180 | |
Cas 016920 | +4.1% | 1,509 | |
Soosan Int 050960 | +3.2% | 9,620 | |
Total Soft Bank 045340 | +2.8% | 4,010 | |
Atec Mobility 224110 | +1.0% | 12,780 | |
Orientbio 002630 | +1.0% | 1,188 | |
Jungdawn 208140 | +0.2% | 2,370 |
3. Cancer Immunotherapy (recurred after 39 days)
- Episode: started 2023-10-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
The Codi 224060 | +10.6% | 7,510 | ★ |
SillaJen 215600 | +9.8% | 4,628 | |
Hyundai Feed 016790 | +5.2% | 6,460 | |
OSCOTECInc 039200 | +5.0% | 21,850 | |
CG Invites 083790 | +4.3% | 2,695 | |
Yuhan 000100 | +2.1% | 60,009 | |
PharmAbcine 208340 | +2.0% | 1,224 | |
ViGenCell 308080 | +1.6% | 5,100 | |
Helixmith 084990 | +0.9% | 4,005 | |
GI Innovation 358570 | +0.4% | 7,986 |
4. Natural Gas Utilities (recurred after 4 days)
- Episode: started 2023-10-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gse 053050 | +8.3% | 4,850 | ★ |
Kyungdong City Gas 267290 | +1.2% | 20,700 | |
Daesung Energy 117580 | +0.6% | 11,070 |
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5. Defense & War (4 days running)
- Episode: started 2023-10-17, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
SNT Dynamics 003570 | +5.3% | 11,680 | |
Ace Technologies 088800 | +5.1% | 6,134 | ★ |
Huneed Technologies 005870 | +4.0% | 8,480 | |
Duksanhimetal 077360 | +3.2% | 6,800 | |
SNT Motiv 064960 | +1.4% | 24,243 | |
Kuk Young G M 006050 | +0.5% | 1,360 |
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6. iPhone Supply Chain (recurred after 51 days)
- Episode: started 2023-10-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Protec 053610 | +3.8% | 46,100 | ★ |
Duk San Neolux 213420 | +1.9% | 43,600 | |
ITM Semiconductor 084850 | +1.8% | 22,100 | |
YMT 251370 | +1.5% | 10,780 | |
LG Innotek 011070 | +0.5% | 219,000 | |
SK hynix 000660 | +0.4% | 126,200 | |
Spigen Korea 192440 | +0.2% | 31,550 |
Closing Thoughts
The Defense & War episode runs from 2023-10-17 to 2023-10-23. News on Oct 20 tied Ace Technologies to a joint venture with ELTA, an affiliate of an Israeli state defense firm.
Natural Gas Utilities came back after a 4-day gap, with Gse up 8.26%. Headlines the same day linked the move to oil-price worries over a wider Middle East conflict.