Sep 25: 8 Strong Themes — Beauty & Cosmetics, Political Ties (Lee Nak-yon)

September 25, 2023 · #Beauty & Cosmetics #Political Ties (Lee Nak-yon) #Music & Entertainment #Music & Recordings #Korea-Listed Chinese Companies #Duty Free #Car Majors #Political Ties (Lee Jae-myung)

8 strong themes — 1 running · 7 recurred. Top: Beauty & Cosmetics +5.0%.

Strong themes8 Top change+5.0% LeaderOlipass

Average change by strong theme

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+5.0%
Political Ties (Lee Nak-yon)
+4.5%
Music & Entertainment
+3.9%
Music & Recordings
+3.9%
Korea-Listed Chinese Companies
+2.9%
Duty Free
+2.9%
Car Majors
+2.5%
Political Ties (Lee Jae-myung)
+2.2%

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
Beauty & CosmeticsOlipass+10.58%
Political Ties (Lee Nak-yon)Bookook Steel+19.18%
Music & EntertainmentAscendio+14.49%
Music & RecordingsJYP Entertainment+7.30%
Korea-Listed Chinese CompaniesHeng Sheng Holding Group+6.35%
Duty FreeGlobal Tax Free+4.00%
Car MajorsHyundai Wia+4.68%
Political Ties (Lee Jae-myung)DongshinEngineering&Construction+5.95%

Eight themes finished higher on 2023-09-25, and every stock in each of them closed up. Beauty & Cosmetics led with an average change of 5.01%, with all 10 of its stocks rising.

Bookook Steel posted the day’s biggest move at 19.18%, leading Political Ties (Lee Nak-yon) for a second straight session. Volume in the stock reached 38212485 shares.

Music & Entertainment returned after an 11-day gap with an average change of 3.93%, led by Ascendio at 14.49%. JYP Entertainment rose 7.3% and Hybe gained 5.21%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Beauty & Cosmeticsrecurred after 6 days+5.0%10/10Olipass
2Political Ties (Lee Nak-yon)2 days running+4.5%6/6Bookook Steel
3Music & Entertainmentrecurred after 11 days+3.9%9/9Ascendio
4Music & Recordingsrecurred after 11 days+3.9%4/4JYP Entertainment
5Korea-Listed Chinese Companiesrecurred after 34 days+2.9%4/4Heng Sheng Holding Group
6Duty Freerecurred after 7 days+2.9%4/4Global Tax Free
7Car Majorsrecurred after 5 days+2.5%5/5Hyundai Wia
8Political Ties (Lee Jae-myung)recurred after 413 days+2.2%10/10DongshinEngineering&Construction

Theme by Theme

1. Beauty & Cosmetics (recurred after 6 days)

StockChangeCloseLeader
Olipass 244460+10.6%29,434★
Manyo Factory 439090+7.1%30,000
CLIO Cosmetics 237880+5.0%28,650
Shinsegae International 031430+4.8%19,070
iFamilySC 114840+4.3%14,604
Kolmar Korea 161890+4.2%51,700
Globon 019660+4.1%6,200
Neopharm 092730+3.8%13,134
Tonymoly 214420+3.2%5,470
Englewood Lab 950140+3.0%12,260

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2. Political Ties (Lee Nak-yon) (2 days running)

StockChangeCloseLeader
Bookook Steel 026940+19.2%4,505★
Nam Hwa Construction Company 091590+4.9%8,840
Kuk Young G M 006050+1.3%1,520
Namhwa Industrial 111710+1.0%7,010
Jeongmoon Information 033050+0.4%1,094
Pavonine 177830+0.1%4,580

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3. Music & Entertainment (recurred after 11 days)

StockChangeCloseLeader
Ascendio 012170+14.5%1,201★
JYP Entertainment 035900+7.3%113,200
Hybe 352820+5.2%242,500
Studio Dragon 253450+3.6%51,900
CJ ENM 035760+1.8%56,900
SM Entertainment 041510+1.3%132,000
TJ Media 032540+0.9%3,768
Dear U 376300+0.7%41,600
Cube Entertainment 182360+0.1%19,710

4. Music & Recordings (recurred after 11 days)

StockChangeCloseLeader
JYP Entertainment 035900+7.3%113,200★
Hybe 352820+5.2%242,500
CJ ENM 035760+1.8%56,900
SM Entertainment 041510+1.3%132,000

5. Korea-Listed Chinese Companies (recurred after 34 days)

StockChangeCloseLeader
Heng Sheng Holding Group 900270+6.3%2,511★
Rothwell International 900260+3.8%850
Coloray International Investment 900310+0.9%5,415
Organic Tea Cosmetics Holdings 900300+0.7%77,000

6. Duty Free (recurred after 7 days)

StockChangeCloseLeader
Global Tax Free 204620+4.0%6,086★
Tonymoly 214420+3.2%5,470
Hotel Shilla 008770+2.8%87,100
Hyundai Department Store 069960+1.5%65,900

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7. Car Majors (recurred after 5 days)

StockChangeCloseLeader
Hyundai Wia 011210+4.7%62,600★
Hyundai Mobis 012330+2.9%246,500
Kia 000270+2.4%82,100
HL Mando 204320+1.9%42,150
Hyundai Motor 005380+0.7%192,900

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8. Political Ties (Lee Jae-myung) (recurred after 413 days)

StockChangeCloseLeader
Atec 045660+7.7%10,260
DongshinEngineering&Construction 025950+6.0%15,840★
FreeMs 053160+1.9%8,240
Sigong Tech 020710+1.8%5,100
Solid 050890+1.6%6,510
CS 065770+1.2%3,001
Dgenx 113810+1.1%1,107
Hyungji Elite 093240+0.6%1,193
Orientbio 002630+0.3%1,274
Total Soft Bank 045340+0.2%4,175

Closing Thoughts

Most themes ran for only one day, so the next question is whether they carry into a second session. Political Ties (Lee Jae-myung) came back after a 413-day gap.

Hyundai Wia led Car Majors at 4.68%, and news reported 10 straight days of foreign net buying in it. Global Tax Free, the Duty Free leader, also drew foreign buying.