May 3: 7 Strong Themes — Political Ties (Yoon Suk-yeol), Shipbuilding / Shipbuilding Equipment / Integrated Logistics
7 strong themes — 4 recurred · 3 new. Top: Political Ties (Yoon Suk-yeol) +29.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Yoon Suk-yeol) | HyosungONBCo | +29.48% | |
| Shipbuilding / Shipbuilding Equipment / Integrated Logistics | Hanla IMS | +29.88% | |
| Agriculture / Fertilizers / Animal Feed | Hyundai Feed | +18.80% | |
| Crypto & Bitcoin | Nuon | +10.76% | |
| Car Majors / Auto Parts | HL Mando | +7.06% | |
| Department Stores / Retail Distribution / Home Shopping / Duty Free | NS Shopping | +5.98% | - |
| COVID (Moderna) | RootK | +3.15% |
On 2021-05-03, all seven strong themes closed with every listed stock higher. Political Ties (Yoon Suk-yeol) led with an average change of 29.48%, driven by HyosungONBCo alone.
The new Shipbuilding / Shipbuilding Equipment / Integrated Logistics theme posted an average change of 14.21%, with all 7 stocks up. Hanla IMS rose 29.88% and HD-Hyundai Marine Engine rose 29.45%.
Agriculture / Fertilizers / Animal Feed followed with an average change of 9.06%, led by Hyundai Feed at 18.8%. Crypto & Bitcoin came back after a 19-day gap with an average change of 5.61%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Yoon Suk-yeol) | recurred after 5 days | +29.5% | 1/1 | HyosungONBCo |
| 2 | Shipbuilding / Shipbuilding Equipment / Integrated Logistics | new | +14.2% | 7/7 | Hanla IMS |
| 3 | Agriculture / Fertilizers / Animal Feed | new | +9.1% | 5/5 | Hyundai Feed |
| 4 | Crypto & Bitcoin | recurred after 19 days | +5.6% | 3/3 | Nuon |
| 5 | Car Majors / Auto Parts | recurred after 31 days | +4.5% | 4/4 | HL Mando |
| 6 | Department Stores / Retail Distribution / Home Shopping / Duty Free | new | +3.9% | 3/3 | NS Shopping |
| 7 | COVID (Moderna) | recurred after 14 days | +1.6% | 3/3 | RootK |
Theme by Theme
1. Political Ties (Yoon Suk-yeol) (recurred after 5 days)
- Episode: started 2021-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HyosungONBCo 097870 | +29.5% | 11,200 | ★ |
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2. Shipbuilding / Shipbuilding Equipment / Integrated Logistics (new)
- Episode: started 2021-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanla IMS 092460 | +29.9% | 6,867 | ★ |
HD-Hyundai Marine Engine 071970 | +29.4% | 10,900 | |
KCTC 009070 | +15.6% | 9,940 | |
TK Chemical 104480 | +12.1% | 7,440 | |
Dongbang Transport & Logistics 004140 | +5.7% | 6,936 | |
HJ Shipbuilding & Construction 097230 | +4.0% | 9,050 | |
Hanwha Ocean 042660 | +2.7% | 33,493 |
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3. Agriculture / Fertilizers / Animal Feed (new)
- Episode: started 2021-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Feed 016790 | +18.8% | 1,352 | ★ |
Asia Seed 154030 | +10.7% | 7,140 | |
Hanil Feed 005860 | +8.2% | 2,250 | |
Kyungnong 002100 | +5.1% | 15,350 | |
Daeyu 290380 | +2.5% | 8,593 |
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4. Crypto & Bitcoin (recurred after 19 days)
- Episode: started 2021-05-03, day 1
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5. Car Majors / Auto Parts (recurred after 31 days)
- Episode: started 2021-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HL Mando 204320 | +7.1% | 62,200 | ★ |
Sungwoo Hitech 015750 | +4.1% | 5,870 | |
Kia 000270 | +4.0% | 80,100 | |
Hyundai Motor 005380 | +2.8% | 218,000 |
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6. Department Stores / Retail Distribution / Home Shopping / Duty Free (new)
- Episode: started 2021-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NS Shopping 138250 | +6.0% | 13,300 | ★ |
Hotel Shilla 008770 | +3.1% | 89,200 | |
Shinsegae 004170 | +2.6% | 312,500 |
7. COVID (Moderna) (recurred after 14 days)
- Episode: started 2021-05-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RootK 195990 | +3.1% | 11,219 | ★ |
ST Pharm 237690 | +0.8% | 115,000 | |
GC Biopharma 006280 | +0.7% | 341,000 |
Closing Thoughts
Every theme had a streak of 1, so the open question is whether any of them lasts past a single session. Car Majors / Auto Parts came back after a 31-day gap, led by HL Mando at 7.06%.
At the softer end, Department Stores / Retail Distribution / Home Shopping / Duty Free had an average change of 3.91% and COVID (Moderna) had 1.56%. Neither of those two themes had any news that day.