Mar 23: 3 Strong Themes — Political Ties (Oh Se-hoon), Rare Earths & Rare Metals

March 23, 2021 · #Political Ties (Oh Se-hoon) #Rare Earths & Rare Metals #Construction Majors / Construction (Small & Mid Cap)

3 strong themes — 3 recurred. Top: Political Ties (Oh Se-hoon) +18.1%.

Strong themes3 Top change+18.1% LeaderChin Yang Industry

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Oh Se-hoon)
+18.1%
Rare Earths & Rare Metals
+12.8%
Construction Majors / Construction (Small & Mid Cap)
+6.0%

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
Political Ties (Oh Se-hoon)Chin Yang Industry+22.03%
Rare Earths & Rare MetalsHaein+29.89%
Construction Majors / Construction (Small & Mid Cap)Chinhung International+15.30%

Three themes rose on Mar 23, 2021, and every stock in them closed higher. Political Ties (Oh Se-hoon) led with an average change of 18.1%, headed by Chin Yang Industry at 22.03%.

Rare Earths & Rare Metals averaged 12.8%, led by Haein at 29.89%, the largest single gain in the data. Novatech, Cenotec and Union rose between 6.21% and 8.53%.

Construction Majors / Construction (Small & Mid Cap) averaged 5.98% across 5 stocks and came back after a gap of 77 days. Chinhung International led at 15.3%, and Hyundai Engineering & Construction added 0.82%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Oh Se-hoon)recurred after 8 days+18.1%4/4Chin Yang Industry
2Rare Earths & Rare Metalsrecurred after 4 days+12.8%4/4Haein
3Construction Majors / Construction (Small & Mid Cap)recurred after 77 days+6.0%5/5Chinhung International

Theme by Theme

1. Political Ties (Oh Se-hoon) (recurred after 8 days)

StockChangeCloseLeader
Chin Yang Industry 003780+22.0%9,140★
Chinyang Chemical 051630+20.9%4,669
Chinhung International 002780+15.3%3,805
Chinyang Poly Urethane 010640+14.2%3,632

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2. Rare Earths & Rare Metals (recurred after 4 days)

StockChangeCloseLeader
Haein 003010+29.9%7,910★
Novatech 285490+8.5%37,630
Cenotec 222420+6.6%2,350
Union 000910+6.2%9,580

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3. Construction Majors / Construction (Small & Mid Cap) (recurred after 77 days)

StockChangeCloseLeader
Chinhung International 002780+15.3%3,805★
Shinsegae Engineering & Construction C 034300+8.6%49,800
GS Engineering & Construction 006360+3.4%42,200
IPARK Hyundai Development Company 294870+1.8%29,000
Hyundai Engineering & Construction 000720+0.8%42,130

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Closing Thoughts

The Political Ties (Oh Se-hoon) episode runs from Mar 23 to Mar 24 in the data. The next session will show whether its streak of 1 extends.

Chinhung International is listed in both the political and construction themes, at 15.3% in each. The other two episodes lasted a single day.