May 14: 6 Strong Themes — Battery, Political Ties (Lee Jae-myung)

May 14, 2021 · #Battery #Political Ties (Lee Jae-myung) #Coupang / Media & Content #Semiconductors #EV / Car Majors / Auto Parts #Currency & ATM Systems (incl. CBDC)

6 strong themes — 6 recurred. Top: Battery +7.2%.

Strong themes6 Top change+7.2% LeaderWonik Pne

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+7.2%
Political Ties (Lee Jae-myung)
+7.1%
Coupang / Media & Content
+6.6%
Semiconductors
+6.1%
EV / Car Majors / Auto Parts
+5.2%
Currency & ATM Systems (incl. CBDC)
+3.5%

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
BatteryWonik Pne+9.23%
Political Ties (Lee Jae-myung)Orient Precision Industries+8.15%
Coupang / Media & ContentSeoul Broadcasting System+19.80%
SemiconductorsKoMi+10.00%
EV / Car Majors / Auto PartsDaewon Chemical+7.43%
Currency & ATM Systems (incl. CBDC)Korea Computer Terminal+7.36%

On 2021-05-14, six themes led the session, and every listed stock in each one closed higher. Battery topped the board with an average change of 7.16%.

Political Ties (Lee Jae-myung) followed at 7.09%, led by Orient Precision Industries. In Coupang / Media & Content, Seoul Broadcasting System posted the day’s largest gain at 19.8%.

All six themes returned after a break, with gaps from 7 to 73 days. The broadest was EV / Car Majors / Auto Parts, where all 10 stocks rose and Dae-il gained 15.34%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 29 days+7.2%3/3Wonik Pne
2Political Ties (Lee Jae-myung)recurred after 7 days+7.1%4/4Orient Precision Industries
3Coupang / Media & Contentrecurred after 50 days+6.6%6/6Seoul Broadcasting System
4Semiconductorsrecurred after 10 days+6.1%7/7KoMi
5EV / Car Majors / Auto Partsrecurred after 73 days+5.2%10/10Daewon Chemical
6Currency & ATM Systems (incl. CBDC)recurred after 15 days+3.5%4/4Korea Computer Terminal

Theme by Theme

1. Battery (recurred after 29 days)

StockChangeCloseLeader
Wonik Pne 217820+9.2%13,300★
Sang-a Frontec 089980+6.4%46,500
L&F 066970+5.8%85,502

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2. Political Ties (Lee Jae-myung) (recurred after 7 days)

StockChangeCloseLeader
Orient Precision Industries 065500+8.2%4,751★
Hyungji Elite 093240+7.9%4,276
DongshinEngineering&Construction 025950+6.5%52,900
TLIInc 062860+5.7%10,150

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3. Coupang / Media & Content (recurred after 50 days)

StockChangeCloseLeader
Seoul Broadcasting System 034120+19.8%35,100★
kt alpha 036030+5.5%10,650
IHQ 003560+4.5%116,153
GalaxiaMoneytree 094480+3.8%6,790
Wysiwyg Studios 299900+3.4%2,675
Studio Dragon 253450+2.9%95,700

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4. Semiconductors (recurred after 10 days)

StockChangeCloseLeader
KoMi 183300+10.0%34,735★
HANMI Semiconductor 042700+9.5%16,425
Hansol IONES 114810+8.3%8,440
Hana Materials 166090+6.8%44,700
Techwing 089030+5.3%12,456
Samsung Electronics 005930+2.0%80,100
SK hynix 000660+0.8%118,500

5. EV / Car Majors / Auto Parts (recurred after 73 days)

StockChangeCloseLeader
Dae-il 092200+15.3%5,150
Daewon Chemical 024890+7.4%14,825★
Ecoplastic 038110+6.8%2,522
Hwashin 010690+6.3%5,700
Younghwa Tech 265560+4.3%9,775
Korea Electric Terminal 025540+4.2%83,600
KB Autosys 024120+2.4%9,520
Hyundai Wia 011210+2.0%81,000
HL Mando 204320+1.7%65,600
Kia 000270+1.0%82,600

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6. Currency & ATM Systems (incl. CBDC) (recurred after 15 days)

StockChangeCloseLeader
Korea Computer Terminal 089150+7.4%7,730★
PULOON Robotics 094940+3.4%12,300
Hannet 052600+2.1%9,140
NICE Infra 063570+1.1%7,080

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Closing Thoughts

Every theme’s episode began and ended on 2021-05-14, so each streak stands at 1 day. The next sessions will show whether Semiconductors, with an average change of 6.13%, extends that run.

News on Coupang cut both ways, with one headline reporting a 9.31% drop in its shares. Currency & ATM Systems (incl. CBDC) averaged 3.5% on a digital currency headline.