May 20: 6 Strong Themes — Nuclear, Political Ties (Yoon Suk-yeol)

May 20, 2021 · #Nuclear #Political Ties (Yoon Suk-yeol) #Semiconductors #Cement & Ready-Mix Concrete #Battery / EV #Currency & ATM Systems (incl. CBDC)

6 strong themes — 6 recurred. Top: Nuclear +13.5%.

Strong themes6 Top change+13.5% LeaderBhi

Average change by strong theme

Average change of member stocks, by theme · descending
Nuclear
+13.5%
Political Ties (Yoon Suk-yeol)
+11.5%
Semiconductors
+4.8%
Cement & Ready-Mix Concrete
+4.6%
Battery / EV
+4.5%
Currency & ATM Systems (incl. CBDC)
+3.7%

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
NuclearBhi+19.88%
Political Ties (Yoon Suk-yeol)Daeduck+29.92%
SemiconductorsIntekplus+5.86%
Cement & Ready-Mix ConcreteSAMPYO Cement+4.28%
Battery / EVYounghwa Tech+8.23%
Currency & ATM Systems (incl. CBDC)PULOON Robotics+5.77%

On 2021-05-20, Nuclear led the session’s strong themes with an average change of 13.53%. All 3 of its stocks rose, led by Bhi at 19.88%.

Political Ties (Yoon Suk-yeol) followed with an average change of 11.46%, and all 5 of its stocks rose. Daeduck posted the day’s biggest move at 29.92%.

Further down, Semiconductors averaged 4.78% and Battery / EV averaged 4.49%, with every stock up in both. Cement & Ready-Mix Concrete averaged 4.6%, with 2 of 3 stocks higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Nuclearrecurred after 36 days+13.5%3/3Bhi
2Political Ties (Yoon Suk-yeol)recurred after 3 days+11.5%5/5Daeduck
3Semiconductorsrecurred after 6 days+4.8%4/4Intekplus
4Cement & Ready-Mix Concreterecurred after 50 days+4.6%2/3SAMPYO Cement
5Battery / EVrecurred after 37 days+4.5%5/5Younghwa Tech
6Currency & ATM Systems (incl. CBDC)recurred after 6 days+3.7%3/3PULOON Robotics

Theme by Theme

1. Nuclear (recurred after 36 days)

StockChangeCloseLeader
Bhi 083650+19.9%4,825★
KEPCO Engineering & Construction Company 052690+13.7%52,400
Enertork 019990+7.0%16,700

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2. Political Ties (Yoon Suk-yeol) (recurred after 3 days)

StockChangeCloseLeader
Daeduck 008060+29.9%9,250★
Dcksung 004830+11.3%29,150
NE Neungyule 053290+6.1%19,200
Daeduck Electronics 353200+5.5%15,350
Woongjin Thinkbig 095720+4.6%8,487

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3. Semiconductors (recurred after 6 days)

StockChangeCloseLeader
Intekplus 064290+5.9%25,300★
EugeneTechnology 084370+5.8%49,050
Micro Contact Solution 098120+5.4%6,220
PSK 319660+2.0%22,850

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4. Cement & Ready-Mix Concrete (recurred after 50 days)

StockChangeCloseLeader
Hanilcement 300720+4.9%17,100
SAMPYO Cement 038500+4.3%5,600★
Kangdong C&L 198440--

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5. Battery / EV (recurred after 37 days)

StockChangeCloseLeader
Younghwa Tech 265560+8.2%10,525★
mPlus 259630+4.5%15,050
Ecopro BM 247540+4.2%43,561
Shin Heung Energy & Electronics 243840+3.0%9,850
LG Chem 051910+2.5%903,000

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6. Currency & ATM Systems (incl. CBDC) (recurred after 6 days)

StockChangeCloseLeader
PULOON Robotics 094940+5.8%13,750★
Logisys 067730+3.4%9,250
NICE Infra 063570+2.1%7,320

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Closing Thoughts

The Nuclear episode runs from 2021-05-20 to 2021-05-24, a span of 5 days. The theme returned after a gap of 36 days.

Currency & ATM Systems (incl. CBDC) runs for 2 days, through 2021-05-21. Each of the other themes lasted 1 day.