Dec 6: 7 Strong Themes — Political Ties (Yoon Suk-yeol), iPhone Supply Chain

December 6, 2021 · #Political Ties (Yoon Suk-yeol) #iPhone Supply Chain #Galaxy Supply Chain / Foldable Phones #Rare Earths & Rare Metals #Nuclear #Oil Refining #Semiconductors

7 strong themes — 1 running · 6 recurred. Top: Political Ties (Yoon Suk-yeol) +11.8%.

Strong themes7 Top change+11.8% LeaderJooyontech

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Yoon Suk-yeol)
+11.8%
iPhone Supply Chain
+8.8%
Galaxy Supply Chain / Foldable Phones
+8.1%
Rare Earths & Rare Metals
+4.1%
Nuclear
+3.2%
Oil Refining
+2.4%
Semiconductors
+1.9%

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
Political Ties (Yoon Suk-yeol)Jooyontech+29.91%
iPhone Supply ChainLX Semicon+22.26%
Galaxy Supply Chain / Foldable PhonesHansol Technics+12.60%
Rare Earths & Rare MetalsEG+6.08%
NuclearIljin Power+5.28%
Oil RefiningS-Oil+3.58%
SemiconductorsPSK+2.69%

On 2021-12-06, Political Ties (Yoon Suk-yeol) led the strong themes with an average change of 11.79%. Four of its five stocks rose, headed by Jooyontech.

Jooyontech jumped 29.91% to close at 7600. LX Semicon added 22.26%, leading iPhone Supply Chain to an average change of 8.75%.

Galaxy Supply Chain / Foldable Phones posted an average change of 8.09%, with all five stocks higher and Hansol Technics up 12.6%. The theme reappeared after a gap of 578 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Yoon Suk-yeol)recurred after 28 days+11.8%4/5Jooyontech
2iPhone Supply Chainrecurred after 144 days+8.8%4/4LX Semicon
3Galaxy Supply Chain / Foldable Phonesrecurred after 578 days+8.1%5/5Hansol Technics
4Rare Earths & Rare Metalsrecurred after 33 days+4.1%3/3EG
5Nuclear2 days running+3.2%4/4Iljin Power
6Oil Refiningrecurred after 5 days+2.4%2/2S-Oil
7Semiconductorsrecurred after 4 days+1.9%6/6PSK

Theme by Theme

1. Political Ties (Yoon Suk-yeol) (recurred after 28 days)

StockChangeCloseLeader
Jooyontech 044380+29.9%7,600★
Dcksung 004830+7.4%17,350
Woongjin 016880+5.5%1,930
NE Neungyule 053290+4.3%13,200
ESTaid 239340--

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2. iPhone Supply Chain (recurred after 144 days)

StockChangeCloseLeader
LX Semicon 108320+22.3%138,400★
LG Display 034220+6.0%20,288
Duk San Neolux 213420+3.6%58,100
BHCo 090460+3.1%23,200

3. Galaxy Supply Chain / Foldable Phones (recurred after 578 days)

StockChangeCloseLeader
Hansol Technics 004710+12.6%7,399★
Korea Circuit 007810+9.5%25,400
PI Advanced Materials 178920+7.4%49,950
Wonik Cube 014190+5.5%3,550
Uti 179900+5.5%14,500

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4. Rare Earths & Rare Metals (recurred after 33 days)

StockChangeCloseLeader
EG 037370+6.1%13,950★
Union 000910+3.2%6,700
Novatech 285490+3.1%38,250

5. Nuclear (2 days running)

StockChangeCloseLeader
Iljin Power 094820+5.3%17,950★
Doosan Enerbility 034020+3.0%20,028
Seojeon Electric Machinery 189860+2.8%7,960
Bosung Power Technology 006910+1.9%3,545

6. Oil Refining (recurred after 5 days)

StockChangeCloseLeader
S-Oil 010950+3.6%89,700★
GS Holdings 078930+1.3%39,650

7. Semiconductors (recurred after 4 days)

StockChangeCloseLeader
Union Semiconductor Equipment Co.,ltd; 036200+4.2%14,800
PSK 319660+2.7%24,850★
HANMI Semiconductor 042700+2.5%18,825
Samsung Electronics 005930+0.9%76,300
EugeneTechnology 084370+0.8%49,900
SK hynix 000660+0.4%118,500

Closing Thoughts

Nuclear was the only theme on a running streak, now at 2 sessions with an average change of 3.24%. Iljin Power led it at 5.28%. The other six themes were recurrences.

The Semiconductors episode runs to 2021-12-07, as does Rare Earths & Rare Metals. Its six stocks all rose, yet the average change was only 1.92%.