Sep 2: 6 Strong Themes — Nuclear, Foldable Phones

September 2, 2021 · #Nuclear #Foldable Phones #Steel Majors / Steel (Small & Mid Cap) #COVID (Sputnik V) #Political Ties (Hong Joon-pyo) #Galaxy Supply Chain

6 strong themes — 1 running · 5 recurred. Top: Nuclear +15.6%.

Strong themes6 Top change+15.6% LeaderIljin Power

Average change by strong theme

Average change of member stocks, by theme · descending
Nuclear
+15.6%
Foldable Phones
+10.2%
Steel Majors / Steel (Small & Mid Cap)
+7.4%
COVID (Sputnik V)
+6.9%
Political Ties (Hong Joon-pyo)
+6.6%
Galaxy Supply Chain
+5.5%

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
NuclearIljin Power+29.55%
Foldable PhonesSe Gyung Hi Tech+18.93%
Steel Majors / Steel (Small & Mid Cap)Bookook Steel+15.49%
COVID (Sputnik V)Prestige BioPharma+14.20%
Political Ties (Hong Joon-pyo)Humax Holdings+10.71%
Galaxy Supply ChainDreamtech+2.89%

Nuclear led the 2021-09-02 session with an average change of 15.55%, and all 5 of its stocks closed higher. It was the theme’s second straight day as a strong theme.

Iljin Power led the group with a 29.55% gain, closing at 12800. Seojeon Electric Machinery rose 20.33% and Hanshin Machinery added 17.36%.

Foldable Phones returned with an average change of 10.19%, led by Se Gyung Hi Tech at 18.93%. Steel Majors / Steel (Small & Mid Cap) followed at 7.44%, its first appearance in 41 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Nuclear2 days running+15.6%5/5Iljin Power
2Foldable Phonesrecurred after 2 days+10.2%3/3Se Gyung Hi Tech
3Steel Majors / Steel (Small & Mid Cap)recurred after 41 days+7.4%4/4Bookook Steel
4COVID (Sputnik V)recurred after 13 days+6.9%4/4Prestige BioPharma
5Political Ties (Hong Joon-pyo)recurred after 7 days+6.6%4/4Humax Holdings
6Galaxy Supply Chainrecurred after 2 days+5.5%3/3Dreamtech

Theme by Theme

1. Nuclear (2 days running)

StockChangeCloseLeader
Iljin Power 094820+29.6%12,800★
Seojeon Electric Machinery 189860+20.3%14,500
Hanshin Machinery 011700+17.4%3,650
Korea Electronic Power Industrial Development 130660+7.4%14,550
SeAH Besteel Holdings 001430+3.1%29,650

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2. Foldable Phones (recurred after 2 days)

StockChangeCloseLeader
Se Gyung Hi Tech 148150+18.9%11,112★
Uti 179900+8.3%15,700
PI Advanced Materials 178920+3.4%61,500

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3. Steel Majors / Steel (Small & Mid Cap) (recurred after 41 days)

StockChangeCloseLeader
Bookook Steel 026940+15.5%7,010★
Dongil Steelux 023790+9.7%8,322
SeAH Besteel Holdings 001430+3.1%29,650
POSCO Holdings 005490+1.5%342,500

4. COVID (Sputnik V) (recurred after 13 days)

StockChangeCloseLeader
Prestige BioPharma 950210+14.2%37,400★
Humedix 200670+6.8%36,950
Jetema 216080+3.6%18,712
Huons Global 084110+3.1%69,158

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5. Political Ties (Hong Joon-pyo) (recurred after 7 days)

StockChangeCloseLeader
Humax Holdings 028080+10.7%42,928★
TBC 033830+6.8%8,600
Kyeong Nam Steel 039240+4.8%7,660
Hankuk Steel Wire 025550+3.9%9,290

6. Galaxy Supply Chain (recurred after 2 days)

StockChangeCloseLeader
Ndfos 238090+7.5%11,500
Jahwa Electronics 033240+6.1%18,300
Dreamtech 192650+2.9%12,450★

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Closing Thoughts

Nuclear goes into the next session on a 2-day streak. The other five themes each appeared for 1 day. The next session will show whether that run continues.

COVID (Sputnik V) rose 6.93% on average after a 13-day gap, and Political Ties (Hong Joon-pyo) gained 6.56%. Galaxy Supply Chain rounded out the list at 5.49%.