Nov 23: 2 Strong Themes — North Korea, Cannabis
2 strong themes — 1 running · 1 new. Top: North Korea +11.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| North Korea | STraffic | +21.97% | |
| Cannabis | Phionx | +0.78% |
North Korea led the Nov 23 session with an average change of 11.47%, and all 5 of its 5 stocks closed higher. It was the theme’s second straight day on the board.
STraffic led the group with a 21.97% gain, and Busan Industrial added 17.13%. A same-day Korean news report linked the strength in rail stocks to hopes of exemptions from North Korea sanctions.
Cannabis came in as a new theme, with an average change of 1.99% and 2 of its 3 stocks up. Aibit gained 6.85%. A Korean news report said a cannabis-related bill had passed a parliamentary vote.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | North Korea | 2 days running | +11.5% | 5/5 | STraffic |
| 2 | Cannabis | new | +2.0% | 2/3 | Phionx |
Theme by Theme
1. North Korea (2 days running)
- Episode: started 2018-11-21, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
STraffic 234300 | +22.0% | 8,178 | ★ |
Busan Industrial 011390 | +17.1% | 191,500 | |
Daea Ti 045390 | +8.4% | 7,870 | |
Uneco 064510 | +7.0% | 50,334 | |
PULOON Robotics 094940 | +2.8% | 20,076 |
Related news
- [특징주] 대북제재 면제 기대감… 철도株 ‘강세’ — 뉴스핌 (Korean)
2. Cannabis (new)
- Episode: started 2018-11-23, day 1
Related news
- [특징주] 뉴프라이드 마리화나 관련법 국회 본회의 통과 소식에 ‘↑’ — 이투데이 (Korean)
Closing Thoughts
The North Korea episode runs from Nov 21 to Nov 26 and lasts 6 days in the data. The next question is whether more news on sanctions keeps the rail-linked names moving.
Cannabis has lasted a single day so far, and its listed leader, Phionx, rose 0.78%. Any moves after Nov 23 will show whether the news about the bill keeps driving the theme.