Nov 22: 4 Strong Themes — Nuclear, Political Ties (Lee Nak-yon)
4 strong themes — 4 recurred. Top: Nuclear +8.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Nuclear | Enertork | +29.95% | |
| Political Ties (Lee Nak-yon) | Nam Hwa Construction Company | +9.87% | |
| NEOM City | KolonGlobal | +15.31% | |
| Integrated Logistics | Dongbang Transport & Logistics | +22.56% |
Four themes ran strong on Nov 22, and every stock in each group closed higher. Nuclear led with an average change of 8.47%, with all 10 of its stocks up.
Enertork topped the nuclear group with a 29.95% gain. Same-day headlines linked the move to preparations for dismantling Wolsong Unit 1.
Political Ties (Lee Nak-yon) returned after a 497-day gap with an average change of 6.08%. NEOM City averaged 5.39%, led by KolonGlobal at 15.31%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | recurred after 6 days | +8.5% | 10/10 | Enertork |
| 2 | Political Ties (Lee Nak-yon) | recurred after 497 days | +6.1% | 10/10 | Nam Hwa Construction Company |
| 3 | NEOM City | recurred after 6 days | +5.4% | 10/10 | KolonGlobal |
| 4 | Integrated Logistics | recurred after 172 days | +5.0% | 10/10 | Dongbang Transport & Logistics |
Theme by Theme
1. Nuclear (recurred after 6 days)
- Episode: started 2022-11-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Enertork 019990 | +29.9% | 10,500 | ★ |
Seojeon Electric Machinery 189860 | +10.8% | 6,990 | |
G2Power 388050 | +7.4% | 9,850 | |
Bhi 083650 | +5.9% | 8,050 | |
Bosung Power Technology 006910 | +5.6% | 4,420 | |
Iljin Power 094820 | +5.6% | 14,150 | |
LS ELECTRIC 010120 | +5.2% | 11,780 | |
Orbitech 046120 | +5.0% | 5,110 | |
DL E&c 375500 | +4.8% | 40,000 | |
T. K 023160 | +4.3% | 18,150 |
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2. Political Ties (Lee Nak-yon) (recurred after 497 days)
- Episode: started 2022-11-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumyang Construction 002410 | +13.0% | 4,510 | |
Nam Hwa Construction Company 091590 | +9.9% | 8,570 | ★ |
Dukshinepc 090410 | +9.8% | 2,125 | |
Namsun Aluminium 008350 | +7.7% | 2,460 | |
Sambu Construction 001470 | +6.5% | 1,630 | |
Woowon Development 046940 | +4.8% | 3,820 | |
Namhwa Industrial 111710 | +3.0% | 7,690 | |
E-world 084680 | +2.4% | 1,730 | |
LS Marine Solution 060370 | +2.3% | 5,187 | |
TuksuConstruction 026150 | +1.5% | 9,230 |
3. NEOM City (recurred after 6 days)
- Episode: started 2022-11-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KolonGlobal 003070 | +15.3% | 21,612 | ★ |
SM Life Design Group 063440 | +8.1% | 2,730 | |
HanmiGlobal 053690 | +7.6% | 36,900 | |
Development Advance Solution 058730 | +4.7% | 5,830 | |
SNTEnergy 100840 | +4.1% | 7,912 | |
VitzroSys 054220 | +4.0% | 6,635 | |
Yooshin Engineering 054930 | +3.5% | 43,700 | |
SM Culture & Contents 048550 | +2.3% | 3,310 | |
BMTCo 086670 | +2.2% | 16,200 | |
Dohwa Engineering 002150 | +2.0% | 10,000 |
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4. Integrated Logistics (recurred after 172 days)
- Episode: started 2022-11-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongbang Transport & Logistics 004140 | +22.6% | 3,015 | ★ |
KCTC 009070 | +8.7% | 5,000 | |
Sebang 004360 | +7.1% | 24,200 | |
Intergis 129260 | +3.2% | 3,020 | |
Hansol Logistics 009180 | +3.0% | 2,885 | |
Sun Kwang 003100 | +1.7% | 124,100 | |
SG&G 040610 | +1.5% | 3,460 | |
Taewoong Logistics 124560 | +1.4% | 5,240 | |
Han Express 014130 | +0.6% | 5,090 | |
CJ Logistics 000120 | +0.5% | 88,700 |
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Closing Thoughts
Every theme here carries a streak of 1, so Nov 22 marks day one of each episode. The open question is whether any of them extends into a second session.
Integrated Logistics returned after 172 days with an average change of 5.02%. Its gains were uneven: Dongbang Transport & Logistics rose 22.56%, while CJ Logistics added only 0.45%.