Aug 4: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Securities Brokers
6 strong themes — 6 recurred. Top: Political Ties (Yoon Suk-yeol) +8.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Yoon Suk-yeol) | Seoyon | +9.57% | |
| Securities Brokers | Meritz Securities | +10.74% | - |
| Construction Majors / Construction (Small & Mid Cap) | HS Hwasung | +8.37% | |
| Car Majors / Auto Parts | Hyundai Industrial | +8.68% | |
| Cement & Ready-Mix Concrete | Hanil Hyundai Cement | +5.42% | - |
| China Consumer | It's Hanbul | +9.63% |
Six themes rallied on 2020-08-04, and each one was returning after a break. Political Ties (Yoon Suk-yeol) led with an average change of 7.97%, and all 3 of its stocks rose.
Securities Brokers came next with an average change of 6.77%, and all 4 of its stocks rose. Meritz Securities led the theme at 10.74%, the largest single-stock move in the data.
Building-related themes were also strong. Construction Majors / Construction (Small & Mid Cap) came back after a gap of 509 days with all 6 stocks higher, and Cement & Ready-Mix Concrete averaged 4.97%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Yoon Suk-yeol) | recurred after 35 days | +8.0% | 3/3 | Seoyon |
| 2 | Securities Brokers | recurred after 8 days | +6.8% | 4/4 | Meritz Securities |
| 3 | Construction Majors / Construction (Small & Mid Cap) | recurred after 509 days | +5.8% | 6/6 | HS Hwasung |
| 4 | Car Majors / Auto Parts | recurred after 22 days | +5.4% | 4/4 | Hyundai Industrial |
| 5 | Cement & Ready-Mix Concrete | recurred after 89 days | +5.0% | 2/2 | Hanil Hyundai Cement |
| 6 | China Consumer | recurred after 98 days | +4.3% | 5/6 | It’s Hanbul |
Theme by Theme
1. Political Ties (Yoon Suk-yeol) (recurred after 35 days)
- Episode: started 2020-08-04, day 1
2. Securities Brokers (recurred after 8 days)
- Episode: started 2020-08-04, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Meritz Securities 008560 | +10.7% | 3,455 | ★ |
Mirae Asset Securities 006800 | +6.5% | 8,503 | |
Hyundai Motor Securities 001500 | +5.9% | 8,817 | |
KIWOOM Securities 039490 | +4.0% | 100,000 |
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3. Construction Majors / Construction (Small & Mid Cap) (recurred after 509 days)
- Episode: started 2020-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HS Hwasung 002460 | +8.4% | 13,600 | ★ |
HL D&I Halla 014790 | +7.2% | 3,965 | |
GS Engineering & Construction 006360 | +6.6% | 28,250 | |
Daewoo Engineering & Construction 047040 | +5.0% | 3,655 | |
DL Holdings 000210 | +4.2% | 78,343 | |
Hanshin Construction 004960 | +3.6% | 15,650 |
4. Car Majors / Auto Parts (recurred after 22 days)
- Episode: started 2020-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Industrial 170030 | +8.7% | 4,885 | ★ |
Pha 043370 | +5.1% | 6,640 | |
Hyundai Motor 005380 | +4.3% | 132,500 | |
Kia 000270 | +3.6% | 41,150 |
5. Cement & Ready-Mix Concrete (recurred after 89 days)
- Episode: started 2020-08-04, day 1
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6. China Consumer (recurred after 98 days)
- Episode: started 2020-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
It’s Hanbul 226320 | +9.6% | 28,450 | ★ |
Panentertainment 068050 | +7.0% | 2,933 | |
Next Entertainment World 160550 | +4.5% | 4,930 | |
Coreana Cosmetics 027050 | +3.1% | 5,270 | |
Tonymoly 214420 | +1.4% | 10,068 | |
Daesan F&B 065150 | +0.0% | 52,249 |
Closing Thoughts
Securities Brokers has a 3-day episode that runs until 2020-08-06. Each of the other five themes shows a one-day episode that begins and ends on 2020-08-04.
In China Consumer, 5 of 6 stocks rose, led by It’s Hanbul at 9.63%. Daesan F&B showed 0.0% on volume of 0, making it the only stock of the 25 that did not rise.