Jul 20: 4 Strong Themes — Political Ties (Lee Jae-myung), Water Resources

July 20, 2020 · #Political Ties (Lee Jae-myung) #Water Resources #Wind #CCTV & DVR

4 strong themes — 1 running · 3 recurred. Top: Political Ties (Lee Jae-myung) +22.2%.

Strong themes4 Top change+22.2% LeaderHYUNGJI Innovation and Creative

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+22.2%
Water Resources
+19.8%
Wind
+13.9%
CCTV & DVR
+10.1%

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)HYUNGJI Innovation and Creative+29.94%
Water ResourcesWelcron Hantec+30.00%
WindDongkuk Industries Company+23.09%
CCTV & DVRCommax+18.22%

On 2020-07-20, four themes closed with every one of their stocks higher. Political Ties (Lee Jae-myung) led with an average change of 22.22% across 6 stocks.

That theme’s leader, HYUNGJI Innovation and Creative, rose 29.94%. A same-day news report quoted the company as saying it has no business ties to Lee Jae-myung.

Water Resources stretched its run to a streak of 2, averaging 19.84% across 7 stocks. Welcron Hantec led the group with a 30.0% gain.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Lee Jae-myung)recurred after 4 days+22.2%6/6HYUNGJI Innovation and Creative
2Water Resources2 days running+19.8%7/7Welcron Hantec
3Windrecurred after 11 days+13.9%4/4Dongkuk Industries Company
4CCTV & DVRrecurred after 52 days+10.1%3/3Commax

Theme by Theme

1. Political Ties (Lee Jae-myung) (recurred after 4 days)

StockChangeCloseLeader
HYUNGJI Innovation and Creative 011080+29.9%21,210★
Total Soft Bank 045340+29.9%5,430
DongshinEngineering&Construction 025950+29.6%11,650
Jungdawn 208140+22.6%3,378
Hyungji Elite 093240+13.9%1,784
Atec 045660+7.4%24,000

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2. Water Resources (2 days running)

StockChangeCloseLeader
Welcron Hantec 076080+30.0%2,795★
Nuvotec 060260+29.7%10,261
Kwangdong Pharmaceutical 009290+26.7%10,100
Envioneer 317870+23.9%7,880
Watoscorea 079000+15.2%5,830
Korea Castiron Pipe Ind 000970+9.7%10,600
WooGeneB&G 018620+3.6%11,531

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3. Wind (recurred after 11 days)

StockChangeCloseLeader
Dongkuk Industries Company 005160+23.1%3,385★
Taewoong 044490+14.3%7,242
Doosan Enerbility 034020+11.9%4,876
CS Wind 112610+6.3%29,751

4. CCTV & DVR (recurred after 52 days)

StockChangeCloseLeader
Commax 036690+18.2%3,958★
NC& 092600+8.3%16,350
TerraSem 182690+3.8%2,750

Closing Thoughts

Water Resources is the only theme on a multi-day run, in an episode that began on 2020-07-17. The next sessions will show whether the streak continues past 2.

CCTV & DVR came back after a gap of 52 days, and Wind after 11 days. Both are single-day episodes so far, as is Political Ties (Lee Jae-myung).