Nov 22: 8 Strong Themes — Political Ties (Lee Jae-myung), Semiconductors
8 strong themes — 3 running · 4 recurred · 1 new. Top: Political Ties (Lee Jae-myung) +11.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | FreeMs | +19.37% | |
| Semiconductors | Jeju Semiconductor | +18.50% | |
| COVID (Negative-Pressure Wards & Ambulances) | GH Advanced Materials | +13.64% | |
| Auto Parts | Korea Electric Terminal | +8.36% | |
| 5G / Telecom Equipment | CS | +9.27% | |
| Air Purifiers / Yellow Dust & Fine Particulates | Cas | +7.62% | |
| Corrugated Board | Asia Paper Manufacturing | +7.37% | |
| Car Majors | HL Mando | +6.39% |
On Nov 22, Political Ties (Lee Jae-myung) led the session with an average change of 11.17%. All 4 of its stocks rose, with FreeMs on top at 19.37%.
Semiconductors followed at an average change of 10.92%, with all 7 stocks higher. Jeju Semiconductor led at 18.5%, while SK hynix rose 7.17% and Samsung Electronics 5.2%.
Air Purifiers / Yellow Dust & Fine Particulates appeared as a new theme at an average change of 6.44%. Corrugated Board returned after a 103-day gap, led by Asia Paper Manufacturing at 7.37%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jae-myung) | recurred after 17 days | +11.2% | 4/4 | FreeMs |
| 2 | Semiconductors | 2 days running | +10.9% | 7/7 | Jeju Semiconductor |
| 3 | COVID (Negative-Pressure Wards & Ambulances) | recurred after 6 days | +7.3% | 3/3 | GH Advanced Materials |
| 4 | Auto Parts | 2 days running | +6.9% | 3/3 | Korea Electric Terminal |
| 5 | 5G / Telecom Equipment | 2 days running | +6.5% | 4/4 | CS |
| 6 | Air Purifiers / Yellow Dust & Fine Particulates | new | +6.4% | 5/5 | Cas |
| 7 | Corrugated Board | recurred after 103 days | +5.8% | 3/3 | Asia Paper Manufacturing |
| 8 | Car Majors | recurred after 69 days | +5.0% | 3/3 | HL Mando |
Theme by Theme
1. Political Ties (Lee Jae-myung) (recurred after 17 days)
- Episode: started 2021-11-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
FreeMs 053160 | +19.4% | 15,100 | ★ |
DongshinEngineering&Construction 025950 | +9.8% | 33,500 | |
Atec Mobility 224110 | +7.8% | 22,850 | |
Atec 045660 | +7.7% | 23,850 |
2. Semiconductors (2 days running)
- Episode: started 2021-11-19, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Semiconductor 080220 | +18.5% | 6,790 | ★ |
Apact 200470 | +14.5% | 4,659 | |
Soulbrain 357780 | +13.3% | 281,000 | |
PSK 319660 | +12.0% | 24,975 | |
SK hynix 000660 | +7.2% | 119,500 | |
DB HiTek 000990 | +5.8% | 76,600 | |
Samsung Electronics 005930 | +5.2% | 74,900 |
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3. COVID (Negative-Pressure Wards & Ambulances) (recurred after 6 days)
- Episode: started 2021-11-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GH Advanced Materials 130500 | +13.6% | 7,580 | ★ |
Kolmar BioTech 215380 | +5.6% | 6,560 | |
Shinsung E&g 011930 | +2.7% | 21,150 |
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4. Auto Parts (2 days running)
- Episode: started 2021-11-19, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Electric Terminal 025540 | +8.4% | 76,500 | ★ |
SL 005850 | +6.6% | 34,600 | |
Dhautonex 000300 | +5.8% | 28,841 |
5. 5G / Telecom Equipment (2 days running)
- Episode: started 2021-11-19, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
CS 065770 | +9.3% | 7,074 | ★ |
Namu Ax 242040 | +6.3% | 3,440 | |
Ace Technologies 088800 | +6.2% | 42,149 | |
Solid 050890 | +4.1% | 6,850 |
Related news
- CS 주가 10%↑…“작년 매출 429억 33.6% 증가” — 아주경제 (Korean)
6. Air Purifiers / Yellow Dust & Fine Particulates (new)
- Episode: started 2021-11-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Autech 067170 | +8.3% | 10,397 | |
Cas 016920 | +7.6% | 4,520 | ★ |
Clean & Science 045520 | +7.0% | 20,550 | |
Winix 044340 | +4.9% | 20,250 | |
Huvitz 065510 | +4.4% | 9,510 |
7. Corrugated Board (recurred after 103 days)
- Episode: started 2021-11-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Asia Paper Manufacturing 002310 | +7.4% | 10,200 | ★ |
Sambo Corrugated Board 023600 | +6.5% | 15,500 | |
Shindaeyang Paper 016590 | +3.6% | 8,400 |
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8. Car Majors (recurred after 69 days)
- Episode: started 2021-11-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HL Mando 204320 | +6.4% | 63,300 | ★ |
Hyundai Motor 005380 | +4.3% | 218,500 | |
Hyundai Mobis 012330 | +4.2% | 248,000 |
Closing Thoughts
Semiconductors, Auto Parts and 5G / Telecom Equipment each extended to a streak of 2, with episodes running since Nov 19. The next sessions will show whether those runs continue.
COVID (Negative-Pressure Wards & Ambulances) returned after a 6-day gap, led by GH Advanced Materials at 13.64%. Political Ties (Lee Jae-myung) came back after 17 days.