May 4: 4 Strong Themes — Political Ties (Hong Joon-pyo), Crypto & Bitcoin / Dunamu

May 4, 2021 · #Political Ties (Hong Joon-pyo) #Crypto & Bitcoin / Dunamu #Steel / Steel Pipe / Metals (Non-Ferrous) / Fertilizers / Agriculture #Semiconductors

4 strong themes — 2 recurred · 2 new. Top: Political Ties (Hong Joon-pyo) +16.2%.

Strong themes4 Top change+16.2% LeaderHankuk Steel Wire

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Hong Joon-pyo)
+16.2%
Crypto & Bitcoin / Dunamu
+6.8%
Steel / Steel Pipe / Metals (Non-Ferrous) / Fertilizers / Agriculture
+5.3%
Semiconductors
+5.2%

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 (Hong Joon-pyo)Hankuk Steel Wire+29.88%
Crypto & Bitcoin / DunamuAtinum Investment+13.43%
Steel / Steel Pipe / Metals (Non-Ferrous) / Fertilizers / AgricultureSamhyun Steel+4.90%
SemiconductorsGenesem+6.92%

On 2021-05-04, Political Ties (Hong Joon-pyo) was the top strong theme, with an average change of 16.2%. Both of its 2 stocks rose, led by Hankuk Steel Wire at 29.88%.

The Crypto & Bitcoin / Dunamu theme came back after a gap of 33 days, with an average change of 6.82%. All 4 of its stocks rose, led by Atinum Investment at 13.43%.

Steel / Steel Pipe / Metals (Non-Ferrous) / Fertilizers / Agriculture posted an average change of 5.35%, and all 6 of its stocks were up. Semiconductors followed at 5.24%, returning after 15 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Hong Joon-pyo)new+16.2%2/2Hankuk Steel Wire
2Crypto & Bitcoin / Dunamurecurred after 33 days+6.8%4/4Atinum Investment
3Steel / Steel Pipe / Metals (Non-Ferrous) / Fertilizers / Agriculturenew+5.3%6/6Samhyun Steel
4Semiconductorsrecurred after 15 days+5.2%4/4Genesem

Theme by Theme

1. Political Ties (Hong Joon-pyo) (new)

StockChangeCloseLeader
Hankuk Steel Wire 025550+29.9%4,890★
Kyeong Nam Steel 039240+2.5%4,075

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2. Crypto & Bitcoin / Dunamu (recurred after 33 days)

StockChangeCloseLeader
Atinum Investment 021080+13.4%5,660★
Woori Technology Investment 041190+8.2%10,400
Vidente 121800+3.4%12,150
T.S.Investment 246690+2.2%7,923

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3. Steel / Steel Pipe / Metals (Non-Ferrous) / Fertilizers / Agriculture (new)

StockChangeCloseLeader
Korea Steel 007280+11.9%7,905
Samhyun Steel 017480+4.9%8,140★
Green Plus 186230+4.9%17,150
Daeyu 290380+3.8%8,920
Kisco 104700+3.6%11,400
Husteel 005010+3.0%2,849

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4. Semiconductors (recurred after 15 days)

StockChangeCloseLeader
Tiger Elec 219130+7.2%15,600
Genesem 217190+6.9%5,256★
HanaMicron 067310+5.7%10,136
Samsung Electronics 005930+1.1%82,600

Closing Thoughts

Every theme in this session has a streak of 1, so none has a multi-day run yet. The open question is whether Political Ties (Hong Joon-pyo) carries into a second session.

Volume is another thread to follow. Atinum Investment traded 28689250 shares, the most of any stock listed. In Semiconductors, Samsung Electronics rose only 1.1% while smaller names moved more.