Dec 2: 7 Strong Themes — Cybersecurity, Political Ties (Yoon Suk-yeol)

December 2, 2020 · #Cybersecurity #Political Ties (Yoon Suk-yeol) #Camera Modules & Parts #Semiconductors #Travel / Casinos / Duty Free #Biometrics #Vaccines, Diagnostics & Epidemic Control

7 strong themes — 1 running · 5 recurred · 1 new. Top: Cybersecurity +15.2%.

Strong themes7 Top change+15.2% LeaderBitplanet

Average change by strong theme

Average change of member stocks, by theme · descending
Cybersecurity
+15.2%
Political Ties (Yoon Suk-yeol)
+13.2%
Camera Modules & Parts
+11.8%
Semiconductors
+6.9%
Travel / Casinos / Duty Free
+6.4%
Biometrics
+5.7%
Vaccines, Diagnostics & Epidemic Control
+5.0%

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
CybersecurityBitplanet+29.98%
Political Ties (Yoon Suk-yeol)Jeil Technos+30.00%
Camera Modules & PartsisMedia+11.93%-
SemiconductorsJusung Engineering+11.78%
Travel / Casinos / Duty FreeModetournetwork+11.22%
BiometricsSuprema+7.16%
Vaccines, Diagnostics & Epidemic ControlEagle Veterinary Technology+6.86%

Cybersecurity led the Dec 2 session with an average change of 15.25%, its second straight day as a strong theme. All 3 of its stocks closed higher, led by Bitplanet at 29.98%.

Jeil Technos jumped 30.0% to lead Political Ties (Yoon Suk-yeol), which came back after a 7-day gap. The theme posted an average change of 13.19%, and all 5 of its stocks rose.

Camera Modules & Parts came back after a 119-day gap with an average change of 11.76%. In Semiconductors, SK hynix rose 8.46% and Samsung Electronics gained 2.51%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Cybersecurity2 days running+15.2%3/3Bitplanet
2Political Ties (Yoon Suk-yeol)recurred after 7 days+13.2%5/5Jeil Technos
3Camera Modules & Partsrecurred after 119 days+11.8%3/3isMedia
4Semiconductorsrecurred after 8 days+6.9%5/5Jusung Engineering
5Travel / Casinos / Duty Freenew+6.4%4/4Modetournetwork
6Biometricsrecurred after 1582 days+5.7%2/2Suprema
7Vaccines, Diagnostics & Epidemic Controlrecurred after 6 days+5.0%2/2Eagle Veterinary Technology

Theme by Theme

1. Cybersecurity (2 days running)

StockChangeCloseLeader
Bitplanet 049470+30.0%3,750★
Korea Information Certificate Authority 053300+12.2%9,930
Korea Electronic Certification Authority 041460+3.6%7,530

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2. Political Ties (Yoon Suk-yeol) (recurred after 7 days)

StockChangeCloseLeader
Jeil Technos 038010+30.0%8,840★
Jindo 088790+23.2%5,260
iCRAFTCo 052460+6.4%4,650
Dcksung 004830+3.8%9,600
Seoyon 007860+2.6%12,000

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3. Camera Modules & Parts (recurred after 119 days)

StockChangeCloseLeader
Pixelplus 087600+12.4%6,630
isMedia 181340+11.9%3,021★
Dongwoon Anatech 094170+11.0%8,956

4. Semiconductors (recurred after 8 days)

StockChangeCloseLeader
Jusung Engineering 036930+11.8%8,730★
SK hynix 000660+8.5%109,000
Tes 095610+6.1%29,500
Wonik IPS 240810+5.6%41,300
Samsung Electronics 005930+2.5%69,500

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5. Travel / Casinos / Duty Free (new)

StockChangeCloseLeader
Modetournetwork 080160+11.2%22,300★
Hanatour Service 039130+8.9%58,415
Paradise 034230+3.8%16,300
Shinsegae 004170+1.7%235,000

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6. Biometrics (recurred after 1582 days)

StockChangeCloseLeader
Suprema 236200+7.2%30,700★
Photon 208710+4.3%8,500

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7. Vaccines, Diagnostics & Epidemic Control (recurred after 6 days)

StockChangeCloseLeader
Eagle Veterinary Technology 044960+6.9%10,900★
Cheil Bio 052670+3.2%4,449

Closing Thoughts

Travel / Casinos / Duty Free showed up as a new theme with an average change of 6.42%, led by Modetournetwork at 11.22%. The next sessions will show whether it appears again.

Biometrics came back after a 1582-day gap, led by Suprema at 7.16%. Cybersecurity now has a streak of 2, and the next session will show whether that run continues.