Jan 7: 8 Strong Themes — Political Ties (Lee Jae-myung), Life Insurance / Property & Casualty Insurance
8 strong themes — 7 recurred · 1 new. Top: Political Ties (Lee Jae-myung) +22.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | Soosan Int | +29.75% | |
| Life Insurance / Property & Casualty Insurance | Hanwha Life Insurance | +26.55% | |
| Carbon Emission Credits | Green Chemical | +16.67% | |
| Wind / Solar / Hydrogen | DSM | +29.91% | |
| Battery / EV | Cosmochemical | +5.49% | |
| Banks | Hana Financial Group | +5.90% | |
| Telecom Carriers / 5G / Telecom Equipment | SK Telecom | +7.79% | |
| Car Majors / Auto Parts | Hyundai Mobis | +7.41% |
On 2021-01-07, Political Ties (Lee Jae-myung) led the session with an average change of 22.26%. All 3 of its stocks rose, headed by Soosan Int at 29.75%.
Life Insurance / Property & Casualty Insurance followed with an average change of 17.22%, returning after a 24-day gap. Hanwha Life Insurance jumped 26.55% on volume of 123286337 shares.
Every theme on the list was a one-day episode. Telecom Carriers / 5G / Telecom Equipment was the only new entry, and SK Telecom led it with a gain of 7.79%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jae-myung) | recurred after 3 days | +22.3% | 3/3 | Soosan Int |
| 2 | Life Insurance / Property & Casualty Insurance | recurred after 24 days | +17.2% | 3/3 | Hanwha Life Insurance |
| 3 | Carbon Emission Credits | recurred after 23 days | +10.2% | 2/2 | Green Chemical |
| 4 | Wind / Solar / Hydrogen | recurred after 8 days | +9.6% | 5/5 | DSM |
| 5 | Battery / EV | recurred after 3 days | +6.8% | 2/3 | Cosmochemical |
| 6 | Banks | recurred after 14 days | +4.9% | 3/3 | Hana Financial Group |
| 7 | Telecom Carriers / 5G / Telecom Equipment | new | +4.4% | 5/5 | SK Telecom |
| 8 | Car Majors / Auto Parts | recurred after 57 days | +3.9% | 4/4 | Hyundai Mobis |
Theme by Theme
1. Political Ties (Lee Jae-myung) (recurred after 3 days)
- Episode: started 2021-01-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Soosan Int 050960 | +29.8% | 22,900 | ★ |
Total Soft Bank 045340 | +29.7% | 14,850 | |
Orient Precision Industries 065500 | +7.3% | 5,294 |
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2. Life Insurance / Property & Casualty Insurance (recurred after 24 days)
- Episode: started 2021-01-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Life Insurance 088350 | +26.6% | 3,360 | ★ |
Tongyang Life Insurance 082640 | +17.3% | 4,200 | |
Hanwha General Insurance 000370 | +7.8% | 3,880 |
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3. Carbon Emission Credits (recurred after 23 days)
- Episode: started 2021-01-07, day 1
4. Wind / Solar / Hydrogen (recurred after 8 days)
- Episode: started 2021-01-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DSM 104040 | +29.9% | 14,875 | ★ |
SJG Sejong 033530 | +5.9% | 9,400 | |
Woorim Power Train Solution 101170 | +4.2% | 5,410 | |
Hanwha Solutions 009830 | +4.1% | 63,192 | |
CS Bearing 297090 | +3.8% | 17,312 |
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5. Battery / EV (recurred after 3 days)
- Episode: started 2021-01-07, day 1
6. Banks (recurred after 14 days)
- Episode: started 2021-01-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hana Financial Group 086790 | +5.9% | 36,800 | ★ |
KB Financial Group 105560 | +4.5% | 46,000 | |
Shinhan Financial Group 055550 | +4.2% | 33,750 |
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- [장중수급포착] 하나금융지주, 외국인/기관 동시 순매수… 주가 +4.17% — 뉴스핌 (Korean)
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7. Telecom Carriers / 5G / Telecom Equipment (new)
- Episode: started 2021-01-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Telecom 017670 | +7.8% | 46,585 | ★ |
Edge Foundry 105550 | +5.7% | 2,515 | |
Eluon 065440 | +3.5% | 1,485 | |
KT 030200 | +2.7% | 24,650 | |
Ubiquoss 264450 | +2.5% | 16,233 |
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8. Car Majors / Auto Parts (recurred after 57 days)
- Episode: started 2021-01-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Mobis 012330 | +7.4% | 304,500 | ★ |
Hyundai Wia 011210 | +2.9% | 70,800 | |
HL Mando 204320 | +2.9% | 67,700 | |
Hanon Systems 018880 | +2.2% | 15,198 |
Closing Thoughts
Each theme now has a streak of 1, so the next session will show whether any of them continues. DSM rose 29.91% within Wind / Solar / Hydrogen, while CS Bearing rose 3.76%.
Breadth varied across themes. Banks posted an average change of 4.87% with all 3 stocks up, while Battery / EV had 2 of 3 rising and no data for SFA Nexel.