Nov 5: 5 Strong Themes — Political Ties (Lee Jae-myung), Integrated Logistics
5 strong themes — 5 recurred. Top: Political Ties (Lee Jae-myung) +9.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | Atec Mobility | +12.96% | |
| Integrated Logistics | Dongbang Transport & Logistics | +10.75% | |
| Political Ties (Yoon Suk-yeol) | NE Neungyule | +7.74% | |
| COVID (Negative-Pressure Wards & Ambulances) | GH Advanced Materials | +4.07% | |
| Semiconductors | Gis | -3.55% |
On Nov 5, 2021, Political Ties (Lee Jae-myung) led the strong themes with an average change of 9.62%. All 4 of its stocks rose, led by Atec Mobility at 12.96%.
Integrated Logistics followed at 7.79%, led by Dongbang Transport & Logistics at 10.75%. Political Ties (Yoon Suk-yeol) averaged 7.37%, with all 4 stocks higher.
Breadth thinned further down the list. Semiconductors averaged just 1.93%, with 5 of 6 stocks up, while its leader Gis posted a change of -3.55%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jae-myung) | recurred after 11 days | +9.6% | 4/4 | Atec Mobility |
| 2 | Integrated Logistics | recurred after 2 days | +7.8% | 3/3 | Dongbang Transport & Logistics |
| 3 | Political Ties (Yoon Suk-yeol) | recurred after 4 days | +7.4% | 4/4 | NE Neungyule |
| 4 | COVID (Negative-Pressure Wards & Ambulances) | recurred after 42 days | +4.1% | 2/2 | GH Advanced Materials |
| 5 | Semiconductors | recurred after 3 days | +1.9% | 5/6 | Gis |
Theme by Theme
1. Political Ties (Lee Jae-myung) (recurred after 11 days)
- Episode: started 2021-11-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Atec Mobility 224110 | +13.0% | 26,150 | ★ |
Total Soft Bank 045340 | +10.9% | 11,650 | |
Atec 045660 | +7.3% | 26,450 | |
FreeMs 053160 | +7.3% | 16,200 |
2. Integrated Logistics (recurred after 2 days)
- Episode: started 2021-11-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KCTC 009070 | +10.9% | 7,300 | |
Dongbang Transport & Logistics 004140 | +10.8% | 5,050 | ★ |
Yoosung T&S 024800 | +1.7% | 3,610 |
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3. Political Ties (Yoon Suk-yeol) (recurred after 4 days)
- Episode: started 2021-11-05, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
iCRAFTCo 052460 | +10.7% | 5,670 | |
NE Neungyule 053290 | +7.7% | 18,800 | ★ |
Noroo Paint & Coatings 090350 | +6.0% | 10,650 | |
Wiz 038620 | +5.0% | 16,875 |
4. COVID (Negative-Pressure Wards & Ambulances) (recurred after 42 days)
- Episode: started 2021-11-05, day 1
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- [특징주] 코로나19 음압병실 테마 GH신소재 18.6% 상승 — 전자신문 (Korean)
5. Semiconductors (recurred after 3 days)
- Episode: started 2021-11-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kodi 080530 | +5.3% | 8,425 | |
Doosan Tesna 131970 | +3.8% | 45,550 | |
HANMI Semiconductor 042700 | +2.9% | 16,150 | |
Nepes Ark 330860 | +2.3% | 49,800 | |
SK hynix 000660 | +0.9% | 107,000 | |
Gis 306620 | -3.5% | 3,125 | ★ |
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- [장중수급포착] 네온테크, 외국인 11.78만 주 대량 순매수… 주가 +10.80% — 뉴스핌 (Korean)
Closing Thoughts
Every theme on the list was a recurrence, and the gaps varied widely. COVID (Negative-Pressure Wards & Ambulances) returned after 42 days, averaging 4.1%.
The Political Ties (Yoon Suk-yeol) episode runs through 2021-11-08, spanning 4 days. The open question is whether the one-day episodes in the other themes extend beyond a streak of 1.