Aug 26: 8 Strong Themes — Political Ties (Hong Joon-pyo), Hydrogen (Fuel Cells, Vehicles)
8 strong themes — 2 running · 6 recurred. Top: Political Ties (Hong Joon-pyo) +11.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Hong Joon-pyo) | Humax Holdings | +18.77% | |
| Hydrogen (Fuel Cells, Vehicles) | Dit | +13.13% | |
| Foldable Phones / Flexible Displays / Galaxy Supply Chain | Ndfos | +10.66% | |
| Semiconductors | MKElectron | +15.35% | |
| PCB & Flexible PCB | Simmtech | +6.17% | |
| Venture Capital | Daesung Private Equity | +1.22% | |
| Corrugated Board / Paper | DaelimPaper | +2.59% | |
| Banks / Property & Casualty Insurance / Life Insurance | Hanwha Investment&securities | +2.13% |
All eight themes on Aug 26, 2021 finished with every member stock higher. Political Ties (Hong Joon-pyo) led with an average change of 11.69%, returning after a 3-day gap.
Humax Holdings rose 18.77% to lead that group. In Hydrogen (Fuel Cells, Vehicles), now on a 2-day streak, Dit gained 13.13%.
Semiconductors extended its streak to 3 days, with MKElectron up 15.35%. Foldable Phones / Flexible Displays / Galaxy Supply Chain averaged 8.1%, led by Ndfos at 10.66%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Hong Joon-pyo) | recurred after 3 days | +11.7% | 3/3 | Humax Holdings |
| 2 | Hydrogen (Fuel Cells, Vehicles) | 2 days running | +8.2% | 5/5 | Dit |
| 3 | Foldable Phones / Flexible Displays / Galaxy Supply Chain | recurred after 3 days | +8.1% | 3/3 | Ndfos |
| 4 | Semiconductors | 3 days running | +5.2% | 6/6 | MKElectron |
| 5 | PCB & Flexible PCB | recurred after 129 days | +4.2% | 3/3 | Simmtech |
| 6 | Venture Capital | recurred after 594 days | +3.8% | 3/3 | Daesung Private Equity |
| 7 | Corrugated Board / Paper | recurred after 127 days | +2.0% | 3/3 | DaelimPaper |
| 8 | Banks / Property & Casualty Insurance / Life Insurance | recurred after 170 days | +1.9% | 5/5 | Hanwha Investment&securities |
Theme by Theme
1. Political Ties (Hong Joon-pyo) (recurred after 3 days)
- Episode: started 2021-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Humax Holdings 028080 | +18.8% | 40,526 | ★ |
SamIl 032280 | +11.5% | 6,600 | |
Kyeong Nam Steel 039240 | +4.8% | 5,880 |
2. Hydrogen (Fuel Cells, Vehicles) (2 days running)
- Episode: started 2021-08-25, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Dit 110990 | +13.1% | 11,200 | ★ |
Hyosung Chemical 298000 | +11.2% | 796,000 | |
Sungchang Autotech 080470 | +7.2% | 9,840 | |
Unick 011320 | +5.5% | 7,660 | |
Iljin Diamond 081000 | +3.9% | 49,100 |
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3. Foldable Phones / Flexible Displays / Galaxy Supply Chain (recurred after 3 days)
- Episode: started 2021-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ndfos 238090 | +10.7% | 10,800 | ★ |
Fine Technix 106240 | +10.4% | 4,336 | |
KH Vatec 060720 | +3.2% | 25,400 |
4. Semiconductors (3 days running)
- Episode: started 2021-08-24, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
MKElectron 033160 | +15.3% | 26,300 | ★ |
Itek 119830 | +5.9% | 11,700 | |
HanaMicron 067310 | +4.0% | 11,642 | |
DB HiTek 000990 | +3.2% | 60,700 | |
Wonik IPS 240810 | +2.0% | 45,900 | |
SK hynix 000660 | +0.5% | 104,000 |
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5. PCB & Flexible PCB (recurred after 129 days)
- Episode: started 2021-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Simmtech 222800 | +6.2% | 32,700 | ★ |
Samsung Electro-mechanics 009150 | +3.8% | 179,500 | |
Daeduck Electronics 353200 | +2.7% | 19,150 |
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6. Venture Capital (recurred after 594 days)
- Episode: started 2021-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae Asset Venture Investment 100790 | +5.1% | 8,999 | |
Company K Partners 307930 | +5.0% | 8,940 | |
Daesung Private Equity 027830 | +1.2% | 3,494 | ★ |
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- 대성창투 주가 6%↑…최재형 “청년·신혼에 토지임대부 반값주택” — 아주경제 (Korean)
7. Corrugated Board / Paper (recurred after 127 days)
- Episode: started 2021-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DaelimPaper 017650 | +2.6% | 11,900 | ★ |
Daeyoung Packaging 014160 | +1.8% | 2,780 | |
Korea Export Packaging Industrial 002200 | +1.7% | 2,715 |
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8. Banks / Property & Casualty Insurance / Life Insurance (recurred after 170 days)
- Episode: started 2021-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Investment&securities 003530 | +2.1% | 4,800 | ★ |
Hanwha General Insurance 000370 | +2.0% | 4,365 | |
Korean Reinsurance Company 003690 | +1.9% | 5,757 | |
JB Financial Group 175330 | +1.9% | 8,230 | |
KakaoBank 323410 | +1.6% | 83,400 |
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Closing Thoughts
Several themes came back after long absences: Venture Capital after 594 days and Banks / Property & Casualty Insurance / Life Insurance after 170 days. It is not yet clear whether these moves will last past Aug 26.
The Hydrogen (Fuel Cells, Vehicles) episode runs through Aug 27, so the next session will show whether its streak continues. PCB & Flexible PCB returned after 129 days, led by Simmtech at 6.17%.