Nov 18: 5 Strong Themes — Travel, Hotels & Resorts
5 strong themes — 4 running · 1 recurred. Top: Travel +8.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Travel | Yellow Balloon Tour | +19.92% | |
| Hotels & Resorts | GS P&L | +10.65% | |
| Lithium | Lithium-for-earth | +2.01% | |
| Casinos | Lotte Tour Development | +1.70% | |
| Duty Free | Global Tax Free | +1.88% |
On Nov 18, Travel led the strong themes with an average change of 8.83%. All 3 of its stocks rose, and the theme extended its streak to 2 days.
Yellow Balloon Tour led the theme with a gain of 19.92%. In Hotels & Resorts, GS P&L rose 10.65% and all 6 stocks in the theme closed higher.
Casinos and Duty Free also rose for a second straight session. Lithium reappeared with an average change of 3.12%, and all 5 of its stocks closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Travel | 2 days running | +8.8% | 3/3 | Yellow Balloon Tour |
| 2 | Hotels & Resorts | 2 days running | +3.5% | 6/6 | GS P&L |
| 3 | Lithium | recurred after 6 days | +3.1% | 5/5 | Lithium-for-earth |
| 4 | Casinos | 2 days running | +1.6% | 4/4 | Lotte Tour Development |
| 5 | Duty Free | 2 days running | +1.3% | 2/2 | Global Tax Free |
Theme by Theme
1. Travel (2 days running)
- Episode: started 2025-11-17, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Yellow Balloon Tour 104620 | +19.9% | 6,020 | ★ |
Very Good Tour 094850 | +4.9% | 6,230 | |
Lotte Tour Development 032350 | +1.7% | 20,950 |
2. Hotels & Resorts (2 days running)
- Episode: started 2025-11-17, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
GS P&L 499790 | +10.7% | 48,850 | ★ |
Seobu T&D 006730 | +4.8% | 10,790 | |
Paradise 034230 | +2.9% | 16,100 | |
Lotte Tour Development 032350 | +1.7% | 20,950 | |
Kangwon Land 035250 | +0.5% | 17,390 | |
E-mart 139480 | +0.5% | 79,900 |
Related news
- 中·日 갈등에 파르나스 호텔 수혜 전망, GS피앤엘 주가 불기둥 — 매일경제 (Korean)
3. Lithium (recurred after 6 days)
- Episode: started 2025-11-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MNTECHCo 095500 | +9.2% | 13,360 | |
Hydro Lithium 101670 | +3.6% | 2,130 | |
Lithium-for-earth 073570 | +2.0% | 1,014 | ★ |
Kangwon Energy 114190 | +0.5% | 15,650 | |
Kwangmu 029480 | +0.2% | 2,095 |
Related news
- [특징주 & 리포트] ‘리튬 관련주 일제히 급등’ 등 — 한국경제 (Korean)
- ESS·전기차 수요 느네…중국 탄산리튬 가격 한 달간 30%↑ — 머니투데이 (Korean)
- 리튬 바닥 다졌나…약세장에도 배터리 소재주 ‘선방’ — 매일신문 (Korean)
4. Casinos (2 days running)
- Episode: started 2025-11-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Paradise 034230 | +2.9% | 16,100 | |
Lotte Tour Development 032350 | +1.7% | 20,950 | ★ |
Grand Korea Leisure 114090 | +1.1% | 14,210 | |
Kangwon Land 035250 | +0.5% | 17,390 |
Related news
- 롯데관광개발, ‘시가총액 3조원’ 증권가 전망에 3%대 강세[특징주] — 이데일리 (Korean)
- [장중수급포착] 롯데관광개발, 외국인/기관 동시 순매수… 주가 +7.98% — 뉴스핌 (Korean)
- [리포트 브리핑]롯데관광개발, ‘너무 좋은데 여전히 너무 싸다’ 목표가 29,000원 - 하나증권 — 뉴스핌 (Korean)
5. Duty Free (2 days running)
- Episode: started 2025-11-17, day 2
Related news
- [장중수급포착] 글로벌텍스프리, 외국인 5일 연속 순매수행진… 주가 +2.40% — 뉴스핌 (Korean)
- [장중수급포착] 글로벌텍스프리, 외국인/기관 동시 순매수… 주가 +3.00% — 뉴스핌 (Korean)
Closing Thoughts
The Travel episode runs from Nov 17 to Nov 20, and Hotels & Resorts runs from Nov 17 to Nov 19. The next question is whether gains spread beyond the leading stocks.
For Lithium, news on Nov 18 reported that Chinese lithium carbonate prices rose 30% in a month on ESS and EV demand. MNTECHCo had the theme’s biggest gain that day at 9.24%.