Dec 30: 8 Strong Themes — Political Ties (Ahn Cheol-soo), Games / Mobile Games

December 30, 2021 · #Political Ties (Ahn Cheol-soo) #Games / Mobile Games #Political Ties (Lee Jae-myung) #Political Ties (Hong Joon-pyo) #NFTs #Foldable Phones / Galaxy Supply Chain #Remote Work & Smart Work #Semiconductors

8 strong themes — 1 running · 7 recurred. Top: Political Ties (Ahn Cheol-soo) +15.3%.

Strong themes8 Top change+15.3% LeaderKorea Information Engineering Services

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Ahn Cheol-soo)
+15.3%
Games / Mobile Games
+11.9%
Political Ties (Lee Jae-myung)
+9.9%
Political Ties (Hong Joon-pyo)
+7.2%
NFTs
+7.1%
Foldable Phones / Galaxy Supply Chain
+5.9%
Remote Work & Smart Work
+4.1%
Semiconductors
+2.9%

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 (Ahn Cheol-soo)Korea Information Engineering Services+29.92%
Games / Mobile GamesNeowiz+17.21%
Political Ties (Lee Jae-myung)DongshinEngineering&Construction+16.31%
Political Ties (Hong Joon-pyo)Kyeong Nam Steel+13.23%
NFTsNBT+9.56%
Foldable Phones / Galaxy Supply ChainIntops+6.44%
Remote Work & Smart WorkPolaris Office+2.98%
SemiconductorsLX Semicon+4.82%

Political Ties (Ahn Cheol-soo) led the 2021-12-30 session with an average change of 15.28%. All 5 of its stocks rose as the theme returned after a gap of 360 days.

Korea Information Engineering Services topped that group at 29.92%, with Ahnlab up 21.5%. Games / Mobile Games followed at 11.89%, led by Neowiz at 17.21%.

Political Ties (Lee Jae-myung) extended its streak to 2 days with an average change of 9.87%. DongshinEngineering&Construction led the group at 16.31%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Ahn Cheol-soo)recurred after 360 days+15.3%5/5Korea Information Engineering Services
2Games / Mobile Gamesrecurred after 27 days+11.9%3/3Neowiz
3Political Ties (Lee Jae-myung)2 days running+9.9%4/4DongshinEngineering&Construction
4Political Ties (Hong Joon-pyo)recurred after 65 days+7.2%4/4Kyeong Nam Steel
5NFTsrecurred after 21 days+7.1%5/5NBT
6Foldable Phones / Galaxy Supply Chainrecurred after 2 days+5.9%4/4Intops
7Remote Work & Smart Workrecurred after 15 days+4.1%4/4Polaris Office
8Semiconductorsrecurred after 7 days+2.9%5/5LX Semicon

Theme by Theme

1. Political Ties (Ahn Cheol-soo) (recurred after 360 days)

StockChangeCloseLeader
Korea Information Engineering Services 039740+29.9%6,730★
Ahnlab 053800+21.5%98,900
Sunny Electronics 004770+13.0%4,660
Openbase 049480+6.6%3,885
S Net Systems 038680+5.4%8,576

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2. Games / Mobile Games (recurred after 27 days)

StockChangeCloseLeader
Neowiz 095660+17.2%36,100★
NEXON Games 225570+11.7%23,450
Nexon GT 041140+6.8%21,250

3. Political Ties (Lee Jae-myung) (2 days running)

StockChangeCloseLeader
DongshinEngineering&Construction 025950+16.3%38,150★
Total Soft Bank 045340+11.2%10,600
Atec Mobility 224110+6.1%24,450
Atec 045660+5.9%24,350

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4. Political Ties (Hong Joon-pyo) (recurred after 65 days)

StockChangeCloseLeader
Kyeong Nam Steel 039240+13.2%4,750★
Hankuk Steel Wire 025550+6.3%5,250
TBC 033830+4.9%6,975
SamIl 032280+4.4%2,865

5. NFTs (recurred after 21 days)

StockChangeCloseLeader
FSN 214270+10.8%13,800
NBT 236810+9.6%14,325★
Astory 241840+5.8%30,050
Com2uS Holdings 063080+5.1%237,500
Aton 158430+4.3%8,800

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6. Foldable Phones / Galaxy Supply Chain (recurred after 2 days)

StockChangeCloseLeader
Fine Technix 106240+6.6%5,860
Intops 049070+6.4%32,250★
Isupetasys 007660+6.4%7,109
KH Vatec 060720+4.1%26,700

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7. Remote Work & Smart Work (recurred after 15 days)

StockChangeCloseLeader
S Net Systems 038680+5.4%8,576
RingNet 042500+4.7%4,612
Fasoo AI 150900+3.5%13,350
Polaris Office 041020+3.0%2,595★

8. Semiconductors (recurred after 7 days)

StockChangeCloseLeader
LX Semicon 108320+4.8%167,300★
SK hynix 000660+3.1%131,000
Techwing 089030+2.5%11,443
Tes 095610+2.4%29,750
PSK 319660+1.7%26,400

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Closing Thoughts

The Political Ties (Ahn Cheol-soo) episode runs from 2021-12-30 to 2022-01-03, spanning 5 days. The next sessions will show whether the theme’s gains stay as broad over that window.

NFTs posted an average change of 7.11%, with headlines tying NBT to the ‘Second Seoul’ platform. Foldable Phones / Galaxy Supply Chain and Semiconductors also rose, at 5.89% and 2.92% on average.