Jun 14: 4 Strong Themes — Paper, Political Ties (Yoon Suk-yeol)

June 14, 2021 · #Paper #Political Ties (Yoon Suk-yeol) #Internet Majors #Music & Entertainment

4 strong themes — 4 recurred. Top: Paper +11.7%.

Strong themes4 Top change+11.7% LeaderMoorim Paper

Average change by strong theme

Average change of member stocks, by theme · descending
Paper
+11.7%
Political Ties (Yoon Suk-yeol)
+4.9%
Internet Majors
+4.5%
Music & Entertainment
+2.5%

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
PaperMoorim Paper+23.95%
Political Ties (Yoon Suk-yeol)Woongjin+6.60%
Internet MajorsKakao+5.17%
Music & EntertainmentFantagio+3.03%

Paper led the 2021-06-14 session with an average change of 11.73%, and all 4 of its stocks closed higher. News coverage tied the rally to a surge in pulp prices.

Leader Moorim Paper jumped 23.95% to close at 3855 on volume of 32884478 shares. The theme returned after a gap of 277 days.

Political Ties (Yoon Suk-yeol) averaged 4.9% with Woongjin as leader, while Internet Majors averaged 4.53% as Kakao rose 5.17%. Music & Entertainment added an average change of 2.54%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Paperrecurred after 277 days+11.7%4/4Moorim Paper
2Political Ties (Yoon Suk-yeol)recurred after 13 days+4.9%4/4Woongjin
3Internet Majorsrecurred after 69 days+4.5%2/2Kakao
4Music & Entertainmentrecurred after 28 days+2.5%4/4Fantagio

Theme by Theme

1. Paper (recurred after 277 days)

StockChangeCloseLeader
Moorim Paper 009200+23.9%3,855★
Moorim SP 001810+10.3%3,890
Moorim P&P 009580+8.0%5,800
SM Kukil 078130+4.6%31,820

Related news

2. Political Ties (Yoon Suk-yeol) (recurred after 13 days)

StockChangeCloseLeader
Dcksung 004830+8.1%27,400
Woongjin 016880+6.6%3,390★
NE Neungyule 053290+2.7%26,300
Heerim Architects & Planners 037440+2.2%8,940

Related news

3. Internet Majors (recurred after 69 days)

StockChangeCloseLeader
Kakao 035720+5.2%142,500★
NAVER 035420+3.9%387,000

Related news

4. Music & Entertainment (recurred after 28 days)

StockChangeCloseLeader
Fantagio 032800+3.0%28,128★
Next Entertainment World 160550+3.0%10,400
JYP Entertainment 035900+2.2%40,850
YG Entertainment 122870+1.9%50,700

Closing Thoughts

All four themes were tagged as recurrences with a streak of 1, so each episode so far covers a single day. The open question is whether any of them carries into a second session.

For Paper, the context to track is the 277-day gap and the headlines about pulp prices. Internet Majors news focused on Kakao briefly passing NAVER in market cap during the session.