Dec 4: 6 Strong Themes — Political Ties (Lee Jae-myung), Political Ties (Han Dong-hoon)
6 strong themes — 6 recurred. Top: Political Ties (Lee Jae-myung) +29.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | CS | +30.00% | |
| Political Ties (Han Dong-hoon) | Daesang Holdings | +29.94% | |
| Construction (Small & Mid Cap) | DongshinEngineering&Construction | +29.90% | |
| Political Ties (Ahn Cheol-soo) | Sunny Electronics | +13.82% | |
| Political Ties (Oh Se-hoon) | Hankuk Steel Wire | +12.37% | |
| Rare Earths & Rare Metals | Samwha Electronics | +6.44% |
Political names dominated the Dec 4 session. Political Ties (Lee Jae-myung) led with an average change of 29.94%, and all 10 of its stocks closed higher.
Political Ties (Han Dong-hoon) came next with an average change of 21.15%, led by Daesang Holdings at 29.94%. The theme returned after a gap of 147 days.
Construction (Small & Mid Cap) posted an average change of 11.29%. DongshinEngineering&Construction and Ilsung Construction also appear under Political Ties (Lee Jae-myung).
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jae-myung) | recurred after 9 days | +29.9% | 10/10 | CS |
| 2 | Political Ties (Han Dong-hoon) | recurred after 147 days | +21.1% | 10/10 | Daesang Holdings |
| 3 | Construction (Small & Mid Cap) | recurred after 13 days | +11.3% | 8/8 | DongshinEngineering&Construction |
| 4 | Political Ties (Ahn Cheol-soo) | recurred after 237 days | +10.7% | 2/2 | Sunny Electronics |
| 5 | Political Ties (Oh Se-hoon) | recurred after 443 days | +7.8% | 5/5 | Hankuk Steel Wire |
| 6 | Rare Earths & Rare Metals | recurred after 5 days | +3.0% | 8/8 | Samwha Electronics |
Theme by Theme
1. Political Ties (Lee Jae-myung) (recurred after 9 days)
- Episode: started 2024-12-04, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
CS 065770 | +30.0% | 1,261 | ★ |
Atec 045660 | +30.0% | 18,770 | |
Kona I 052400 | +30.0% | 18,810 | |
Orient Precision Industries 065500 | +30.0% | 1,470 | |
Hyungji Elite 093240 | +29.9% | 1,358 | |
Atec Mobility 224110 | +29.9% | 15,230 | |
DongshinEngineering&Construction 025950 | +29.9% | 27,150 | |
Ilsung Construction 013360 | +29.9% | 2,025 | |
Koyj 121850 | +29.9% | 1,043 | |
Total Soft Bank 045340 | +29.9% | 6,350 |
2. Political Ties (Han Dong-hoon) (recurred after 147 days)
- Episode: started 2024-12-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesang Holdings 084690 | +29.9% | 10,850 | ★ |
Opasnet 173130 | +29.9% | 8,650 | |
Taeyang Metal Industrial 004100 | +29.9% | 3,565 | |
Chasys 033250 | +26.4% | 1,630 | |
Dt&cro 383930 | +22.2% | 6,720 | |
Noul 376930 | +21.4% | 3,780 | |
Dcksung 004830 | +20.8% | 7,490 | |
Wonik Cube 014190 | +11.9% | 1,686 | |
Kumbi 008870 | +9.8% | 57,200 | |
Dt&C 187220 | +9.3% | 4,035 |
3. Construction (Small & Mid Cap) (recurred after 13 days)
- Episode: started 2024-12-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DongshinEngineering&Construction 025950 | +29.9% | 27,150 | ★ |
Ilsung Construction 013360 | +29.9% | 2,025 | |
KD 044180 | +14.0% | 465 | |
Bumyang Construction 002410 | +8.3% | 2,860 | |
Samil Enterprise 002290 | +4.0% | 3,245 | |
KCC Engineering & Construction 021320 | +2.2% | 4,120 | |
Camus Engineering & Construction 013700 | +1.6% | 1,233 | |
Sangji Construction 042940 | +0.4% | 5,560 |
4. Political Ties (Ahn Cheol-soo) (recurred after 237 days)
- Episode: started 2024-12-04, day 1
5. Political Ties (Oh Se-hoon) (recurred after 443 days)
- Episode: started 2024-12-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chinyang Chemical 051630 | +13.7% | 2,580 | |
Hankuk Steel Wire 025550 | +12.4% | 3,225 | ★ |
Chinyang Poly Urethane 010640 | +8.8% | 6,700 | |
Chin Yang Industry 003780 | +3.8% | 6,530 | |
Chinyang Holdings 100250 | +0.3% | 3,140 |
6. Rare Earths & Rare Metals (recurred after 5 days)
- Episode: started 2024-12-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Electronics 011230 | +6.4% | 3,635 | ★ |
Union 000910 | +4.8% | 5,260 | |
LS Eco Energy 229640 | +4.2% | 25,800 | |
Union Materials 047400 | +4.1% | 2,430 | |
Dongkuk Refractories & Steel 075970 | +1.9% | 2,660 | |
Novatech 285490 | +1.5% | 12,960 | |
Green Resource 402490 | +0.9% | 12,870 | |
Tplex 081150 | +0.5% | 3,050 |
Related news
- [수익 내비게이터] 中 희토류 통제 따른 반사 수혜 ‘삼화전자’ VS 트럼프 양자컴퓨팅 산업 육성 ‘엑스게이트’ — 머니투데이 (Korean)
Closing Thoughts
Every theme today is a recurrence on a streak of 1. Political Ties (Oh Se-hoon) came back after 443 days, with an average change of 7.79%.
The open question is whether these moves continue into a second session. In the data, the Political Ties (Lee Jae-myung) episode runs to 2024-12-09.