Dec 8: 8 Strong Themes — Political Ties (Lee Jae-myung), Cold Chain Logistics

December 8, 2020 · #Political Ties (Lee Jae-myung) #Cold Chain Logistics #Media & Content #Political Ties (Hong Jung-wook) #Semiconductor Equipment, Materials & Components #Travel #Rare Earths & Rare Metals #Battery / EV

8 strong themes — 8 recurred. Top: Political Ties (Lee Jae-myung) +18.6%.

Strong themes8 Top change+18.6% LeaderDongshinEngineering&Construction

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+18.6%
Cold Chain Logistics
+17.3%
Media & Content
+14.6%
Political Ties (Hong Jung-wook)
+8.8%
Semiconductor Equipment, Materials & Components
+6.9%
Travel
+4.2%
Rare Earths & Rare Metals
+3.6%
Battery / EV
+2.8%

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)DongshinEngineering&Construction+29.68%
Cold Chain LogisticsilShinbiobase+29.56%
Media & ContentAstory+23.94%
Political Ties (Hong Jung-wook)Korea Movenex+19.07%
Semiconductor Equipment, Materials & ComponentsJT+12.86%
TravelModetournetwork+8.03%
Rare Earths & Rare MetalsEG+5.29%
Battery / EVChemtros+5.47%

On 2020-12-08, eight themes closed higher and every listed stock in them rose. Political Ties (Lee Jae-myung) led with an average change of 18.58%, driven by DongshinEngineering&Construction at 29.68%.

Cold Chain Logistics followed with an average change of 17.29%, as news tied the theme to government vaccine import plans. Leader ilShinbiobase gained 29.56% on volume of 80013662 shares.

Media & Content returned after a gap of 239 days, posting an average change of 14.57%. Astory led the group with a 23.94% rise, while Samhwa Networks added 15.4%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Lee Jae-myung)recurred after 4 days+18.6%3/3DongshinEngineering&Construction
2Cold Chain Logisticsrecurred after 7 days+17.3%4/4ilShinbiobase
3Media & Contentrecurred after 239 days+14.6%4/4Astory
4Political Ties (Hong Jung-wook)recurred after 104 days+8.8%3/3Korea Movenex
5Semiconductor Equipment, Materials & Componentsrecurred after 40 days+6.9%5/5JT
6Travelrecurred after 13 days+4.2%3/3Modetournetwork
7Rare Earths & Rare Metalsrecurred after 8 days+3.6%3/3EG
8Battery / EVrecurred after 11 days+2.8%5/5Chemtros

Theme by Theme

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

StockChangeCloseLeader
DongshinEngineering&Construction 025950+29.7%18,350★
FreeMs 053160+16.4%12,050
Atec Mobility 224110+9.6%22,200

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2. Cold Chain Logistics (recurred after 7 days)

StockChangeCloseLeader
ilShinbiobase 068330+29.6%8,849★
Daihan Scientific 131220+19.0%28,150
Taekyung Chemical 006890+10.6%17,200
Tobesoft 079970+10.0%3,700

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3. Media & Content (recurred after 239 days)

StockChangeCloseLeader
Astory 241840+23.9%24,850★
Samhwa Networks 046390+15.4%4,129
Seoul Broadcasting System 034120+10.1%20,700
Panentertainment 068050+8.8%4,860

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4. Political Ties (Hong Jung-wook) (recurred after 104 days)

StockChangeCloseLeader
Korea Movenex 010100+19.1%2,560★
SeoulAuction 063170+4.4%8,070
DigitalChosun 033130+3.0%2,900

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5. Semiconductor Equipment, Materials & Components (recurred after 40 days)

StockChangeCloseLeader
JT 089790+12.9%11,850★
HANMI Semiconductor 042700+6.8%6,725
Fine Semitech 036810+5.4%24,773
Cymechs 160980+4.9%17,000
Dongjin Semichem 005290+4.6%32,850

6. Travel (recurred after 13 days)

StockChangeCloseLeader
Modetournetwork 080160+8.0%22,200★
Very Good Tour 094850+2.8%11,000
Hanatour Service 039130+1.7%57,047

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7. Rare Earths & Rare Metals (recurred after 8 days)

StockChangeCloseLeader
EG 037370+5.3%10,350★
Union Materials 047400+3.5%4,550
Union 000910+2.0%6,530

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8. Battery / EV (recurred after 11 days)

StockChangeCloseLeader
Chemtros 220260+5.5%5,980★
mPlus 259630+2.8%12,800
Wonik Pne 131390+2.6%19,900
Sangsinenergydisplayprecision 091580+1.9%13,250
Samsung SDI 006400+1.3%541,405

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Closing Thoughts

Every theme was a recurrence on a streak of 1, and most episodes lasted a single day. Only Media & Content shows an episode end date of 2020-12-09, giving it a duration of 2 days.

Gains thinned lower down the list, with Battery / EV at an average change of 2.81%. News linked Travel and its 4.19% average change to vaccine hopes, a story that may come up again.