Feb 23: 4 Strong Themes — Currency & ATM Systems (incl. CBDC), Airlines & Low-Cost Carriers / Casinos / Travel / Retail Distribution
4 strong themes — 2 recurred · 2 new. Top: Currency & ATM Systems (incl. CBDC) +15.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Currency & ATM Systems (incl. CBDC) | Hannet | +21.62% | |
| Airlines & Low-Cost Carriers / Casinos / Travel / Retail Distribution | Lotte Tour Development | +9.09% | |
| Oil Refining / LPG (Liquefied Petroleum Gas) / Shipbuilding | HeunguOil | +3.32% | |
| Property & Casualty Insurance | Heungkuk Fire & Marine Insurance | +5.04% |
On 2021-02-23, Currency & ATM Systems (incl. CBDC) led with an average change of 15.48%. All 3 stocks rose, and Hannet jumped 21.62%. A headline linked the move to Yellen’s ‘CBDC’ remark.
A new theme, Airlines & Low-Cost Carriers / Casinos / Travel / Retail Distribution, posted an average change of 6.74%, with all 6 stocks up. Lotte Tour Development led at 9.09%.
Oil Refining / LPG (Liquefied Petroleum Gas) / Shipbuilding posted an average change of 5.06%, and Property & Casualty Insurance rose 2.79% on average. HD Korea Shipbuilding & Offshore Engineering gained 7.69%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Currency & ATM Systems (incl. CBDC) | recurred after 113 days | +15.5% | 3/3 | Hannet |
| 2 | Airlines & Low-Cost Carriers / Casinos / Travel / Retail Distribution | new | +6.7% | 6/6 | Lotte Tour Development |
| 3 | Oil Refining / LPG (Liquefied Petroleum Gas) / Shipbuilding | new | +5.1% | 3/3 | HeunguOil |
| 4 | Property & Casualty Insurance | recurred after 92 days | +2.8% | 3/3 | Heungkuk Fire & Marine Insurance |
Theme by Theme
1. Currency & ATM Systems (incl. CBDC) (recurred after 113 days)
- Episode: started 2021-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hannet 052600 | +21.6% | 10,350 | ★ |
Logisys 067730 | +15.2% | 6,760 | |
Korea Computer Terminal 089150 | +9.7% | 6,240 |
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2. Airlines & Low-Cost Carriers / Casinos / Travel / Retail Distribution (new)
- Episode: started 2021-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Tour Development 032350 | +9.1% | 19,200 | ★ |
Paradise 034230 | +8.8% | 17,300 | |
Jin Air 272450 | +6.9% | 20,134 | |
Hanatour Service 039130 | +6.3% | 62,518 | |
Shinsegae 004170 | +5.4% | 274,000 | |
Jejuair 089590 | +3.9% | 18,997 |
3. Oil Refining / LPG (Liquefied Petroleum Gas) / Shipbuilding (new)
- Episode: started 2021-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +7.7% | 112,000 | |
S-Oil 010950 | +4.2% | 90,200 | |
HeunguOil 024060 | +3.3% | 7,150 | ★ |
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4. Property & Casualty Insurance (recurred after 92 days)
- Episode: started 2021-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Heungkuk Fire & Marine Insurance 000540 | +5.0% | 3,960 | ★ |
Meritz Fire & Marine Insurance 000060 | +1.9% | 16,000 | |
Samsung Fire & Marine Insurance 000810 | +1.4% | 177,500 |
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Closing Thoughts
Currency & ATM Systems (incl. CBDC) returned after a gap of 113 days, and Property & Casualty Insurance after 92 days. Each episode has lasted 1 day so far, so the next question is whether any streak extends.
Hannet traded 28659339 shares in the session. A headline reported that Heungkuk Fire & Marine Insurance saw 11 consecutive days of institutional net buying.