Jan 27: 4 Strong Themes — Media & Content, China Consumer
4 strong themes — 1 running · 3 recurred. Top: Media & Content +10.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Media & Content | Samhwa Networks | +17.64% | |
| China Consumer | Samhwa Networks | +17.64% | |
| Political Ties (Lee Jae-myung) | Total Soft Bank | +13.35% | |
| Integrated Logistics | Sebang | +2.27% |
Four themes led the session on Jan 27, and every stock listed under them closed higher. Media & Content topped the board with an average change of 10.05%.
Samhwa Networks led two themes at once, rising 17.64% in both Media & Content and China Consumer. The China Consumer group averaged 9.55%, with Organic Tea Cosmetics Holdings up 18.05%.
Political Ties (Lee Jae-myung) rose for a second straight day, averaging 6.64% as Total Soft Bank gained 13.35%. Integrated Logistics trailed with an average change of 3.42%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Media & Content | recurred after 15 days | +10.1% | 3/3 | Samhwa Networks |
| 2 | China Consumer | recurred after 121 days | +9.6% | 5/5 | Samhwa Networks |
| 3 | Political Ties (Lee Jae-myung) | 2 days running | +6.6% | 3/3 | Total Soft Bank |
| 4 | Integrated Logistics | recurred after 22 days | +3.4% | 3/3 | Sebang |
Theme by Theme
1. Media & Content (recurred after 15 days)
- Episode: started 2021-01-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samhwa Networks 046390 | +17.6% | 8,758 | ★ |
Next Entertainment World 160550 | +7.3% | 9,930 | |
Panentertainment 068050 | +5.2% | 6,710 |
2. China Consumer (recurred after 121 days)
- Episode: started 2021-01-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Organic Tea Cosmetics Holdings 900300 | +18.1% | 369,500 | |
Samhwa Networks 046390 | +17.6% | 8,758 | ★ |
Cayman Golden Century Wheel Group 900280 | +5.7% | 318 | |
Keyeast 054780 | +3.3% | 18,800 | |
It’s Hanbul 226320 | +3.1% | 29,750 |
3. Political Ties (Lee Jae-myung) (2 days running)
- Episode: started 2021-01-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Total Soft Bank 045340 | +13.3% | 24,200 | ★ |
DongshinEngineering&Construction 025950 | +3.9% | 44,100 | |
FreeMs 053160 | +2.7% | 17,300 |
4. Integrated Logistics (recurred after 22 days)
- Episode: started 2021-01-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Han Express 014130 | +4.1% | 6,870 | |
Dongbang Transport & Logistics 004140 | +3.9% | 4,611 | |
Sebang 004360 | +2.3% | 15,800 | ★ |
Closing Thoughts
Three of the four themes came back after a break. China Consumer returned after a 121-day gap, Media & Content after 15 days and Integrated Logistics after 22 days.
Political Ties (Lee Jae-myung) is the only theme with a streak, now 2 days long since Jan 26. The next data point is whether that run continues past Jan 27.