Mar 22: 6 Strong Themes — Political Ties (Yoon Suk-yeol), Games / Mobile Games

March 22, 2021 · #Political Ties (Yoon Suk-yeol) #Games / Mobile Games #Shipping / Integrated Logistics #Semiconductors #Steel Majors #Metaverse & VR

6 strong themes — 1 running · 4 recurred · 1 new. Top: Political Ties (Yoon Suk-yeol) +15.9%.

Strong themes6 Top change+15.9% LeaderWonik Cube

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Yoon Suk-yeol)
+15.9%
Games / Mobile Games
+11.3%
Shipping / Integrated Logistics
+7.1%
Semiconductors
+6.9%
Steel Majors
+6.8%
Metaverse & VR
+6.7%

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 (Yoon Suk-yeol)Wonik Cube+29.99%
Games / Mobile GamesWebzen+14.76%
Shipping / Integrated LogisticsPan Ocean+10.46%
SemiconductorsUnion Semiconductor Equipment Co.,ltd;+9.20%
Steel MajorsDaehan Steel+8.49%
Metaverse & VRKoses+8.54%

On 2021-03-22, six themes stood out, led by Political Ties (Yoon Suk-yeol) with an average change of 15.93%. All 4 of its stocks closed higher.

Wonik Cube led that theme, up 29.99% to close at 4660 on volume of 92945077 shares. That day’s news carried the company’s denial of any link to Yoon, even as the stock hit its upper limit.

Games / Mobile Games extended its streak to 2 with an average change of 11.3%, and all 5 of its stocks rose. Shipping / Integrated Logistics returned after a 130-day gap, led by Pan Ocean at 10.46%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Yoon Suk-yeol)recurred after 4 days+15.9%4/4Wonik Cube
2Games / Mobile Games2 days running+11.3%5/5Webzen
3Shipping / Integrated Logisticsrecurred after 130 days+7.1%4/4Pan Ocean
4Semiconductorsrecurred after 4 days+6.9%4/4Union Semiconductor Equipment Co.,ltd;
5Steel Majorsrecurred after 108 days+6.8%2/3Daehan Steel
6Metaverse & VRnew+6.7%4/4Koses

Theme by Theme

1. Political Ties (Yoon Suk-yeol) (recurred after 4 days)

StockChangeCloseLeader
Wonik Cube 014190+30.0%4,660★
NE Neungyule 053290+19.0%9,940
Seoyon 007860+9.5%13,800
Seoyon Topmetal 019770+5.2%11,200

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2. Games / Mobile Games (2 days running)

StockChangeCloseLeader
Webzen 069080+14.8%41,200★
Devsisters 194480+12.9%100,500
Wemade 112040+10.9%24,753
Hanbit Soft 047080+10.1%6,860
Wemade Max 101730+7.9%4,325

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3. Shipping / Integrated Logistics (recurred after 130 days)

StockChangeCloseLeader
Pan Ocean 028670+10.5%6,970★
HMM 011200+8.6%26,550
Korea Line 005880+6.9%3,452
Sebang 004360+2.3%13,500

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4. Semiconductors (recurred after 4 days)

StockChangeCloseLeader
Union Semiconductor Equipment Co.,ltd; 036200+9.2%13,650★
OKins Electronics 080580+8.5%28,100
WONIK Materials 104830+6.1%39,050
HanaMicron 067310+3.6%7,773

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5. Steel Majors (recurred after 108 days)

StockChangeCloseLeader
Daehan Steel 084010+8.5%9,802★
POSCO Holdings 005490+5.2%303,500
Dongkuk Holdings 001230--

6. Metaverse & VR (new)

StockChangeCloseLeader
Hanbit Soft 047080+10.1%6,860
Koses 089890+8.5%8,130★
Alchera 347860+5.5%23,247
Sunic System 171090+2.9%17,950

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Closing Thoughts

The next sessions will show whether Political Ties (Yoon Suk-yeol) continues past its one-day run on 2021-03-22. Games / Mobile Games is the only theme on a streak, at 2.

Further down the list were Semiconductors at 6.86% and Steel Majors at 6.85%, with 2 of 3 steel stocks up. Metaverse & VR appeared as a new theme at 6.74%, so its follow-through is still unknown.