Jul 22: 8 Strong Themes — Travel / Airlines & Low-Cost Carriers / Casinos, Semiconductors
8 strong themes — 7 recurred · 1 new. Top: Travel / Airlines & Low-Cost Carriers / Casinos +11.7%.
Strong themes8
Top change+11.7%
LeaderSM Culture & Contents
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Travel / Airlines & Low-Cost Carriers / Casinos | SM Culture & Contents | +29.91% | |
| Semiconductors | Intekplus | +13.75% | |
| Smartphones / Galaxy Supply Chain / iPhone Supply Chain | Gigalane | +8.99% | |
| Steel Majors / Steel (Small & Mid Cap) | Posco Steeleon | +6.57% | |
| Crypto & Bitcoin | GalaxiaMoneytree | +4.45% | |
| Banks | Hana Financial Group | +4.03% | |
| Securities Brokers | Yuanta Securities Korea | +5.34% | |
| Life Insurance | Tongyang Life Insurance | +3.21% | - |
On Jul 22, 2021, the strongest theme was Travel / Airlines & Low-Cost Carriers / Casinos, with an average change of 11.73%. All 6 stocks in the group closed higher.
SM Culture & Contents led the group with a 29.91% gain, and Yellow Balloon Tour rose 29.74%. The theme returned after a gap of 66 days.
Semiconductors came next with an average change of 6.05%, led by Intekplus at 13.75%. The new theme Smartphones / Galaxy Supply Chain / iPhone Supply Chain averaged 4.34%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Travel / Airlines & Low-Cost Carriers / Casinos | recurred after 66 days | +11.7% | 6/6 | SM Culture & Contents |
| 2 | Semiconductors | recurred after 7 days | +6.0% | 6/6 | Intekplus |
| 3 | Smartphones / Galaxy Supply Chain / iPhone Supply Chain | new | +4.3% | 6/6 | Gigalane |
| 4 | Steel Majors / Steel (Small & Mid Cap) | recurred after 41 days | +4.1% | 5/6 | Posco Steeleon |
| 5 | Crypto & Bitcoin | recurred after 42 days | +3.5% | 3/3 | GalaxiaMoneytree |
| 6 | Banks | recurred after 10 days | +3.3% | 3/3 | Hana Financial Group |
| 7 | Securities Brokers | recurred after 73 days | +3.3% | 4/4 | Yuanta Securities Korea |
| 8 | Life Insurance | recurred after 10 days | +2.7% | 2/2 | Tongyang Life Insurance |
Theme by Theme
1. Travel / Airlines & Low-Cost Carriers / Casinos (recurred after 66 days)
- Episode: started 2021-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SM Culture & Contents 048550 | +29.9% | 3,735 | ★ |
Yellow Balloon Tour 104620 | +29.7% | 15,050 | |
Lotte Tour Development 032350 | +3.3% | 20,550 | |
Hanjinkal 180640 | +3.2% | 66,800 | |
Kangwon Land 035250 | +2.4% | 26,100 | |
Trinity Airways 091810 | +1.9% | 3,370 |
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2. Semiconductors (recurred after 7 days)
- Episode: started 2021-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Intekplus 064290 | +13.8% | 27,300 | ★ |
Techwing 089030 | +9.1% | 14,000 | |
Tse 131290 | +7.8% | 71,900 | |
SK hynix 000660 | +2.1% | 119,500 | |
DB HiTek 000990 | +2.0% | 66,300 | |
Samsung Electronics 005930 | +1.5% | 79,700 |
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3. Smartphones / Galaxy Supply Chain / iPhone Supply Chain (new)
- Episode: started 2021-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gigalane 049080 | +9.0% | 23,650 | ★ |
LX Semicon 108320 | +4.3% | 124,500 | |
HyVISION SYSTEM 126700 | +3.9% | 18,600 | |
Optrontec 082210 | +3.2% | 8,900 | |
Interflex 051370 | +3.2% | 14,450 | |
Partron 091700 | +2.4% | 10,500 |
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4. Steel Majors / Steel (Small & Mid Cap) (recurred after 41 days)
- Episode: started 2021-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco Steeleon 058430 | +6.6% | 6,970 | ★ |
POSCO Holdings 005490 | +4.7% | 346,000 | |
Hyundai Steel Company 004020 | +4.0% | 51,600 | |
Hyundai BNG Steel 004560 | +3.1% | 21,450 | |
Husteel 005010 | +2.3% | 2,448 | |
Dongkuk Holdings 001230 | - | - |
5. Crypto & Bitcoin (recurred after 42 days)
- Episode: started 2021-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GalaxiaMoneytree 094480 | +4.5% | 7,510 | ★ |
Hmnex 036170 | +3.7% | 2,095 | |
Vidente 121800 | +2.3% | 9,970 |
6. Banks (recurred after 10 days)
- Episode: started 2021-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hana Financial Group 086790 | +4.0% | 43,900 | ★ |
Woori Financial Group 316140 | +3.6% | 11,650 | |
Shinhan Financial Group 055550 | +2.4% | 38,450 |
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7. Securities Brokers (recurred after 73 days)
- Episode: started 2021-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Yuanta Securities Korea 003470 | +5.3% | 4,635 | ★ |
LS Securities 078020 | +3.1% | 8,890 | |
NH Investment & Securities 005940 | +2.8% | 12,700 | |
Eugene Investment & Securities 001200 | +1.8% | 4,230 |
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8. Life Insurance (recurred after 10 days)
- Episode: started 2021-07-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tongyang Life Insurance 082640 | +3.2% | 5,790 | ★ |
Samsung Life Insurance 032830 | +2.2% | 77,300 |
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Closing Thoughts
Financials moved together: Banks averaged 3.33%, Securities Brokers 3.28% and Life Insurance 2.73%. Same-day filings showed Hana Financial Group with Q2 operating profit up 37.11%.
Every theme here is on a 1-day streak, so the next session will show whether any of them continues. In Steel Majors / Steel (Small & Mid Cap), 5 of 6 stocks rose, for an average change of 4.13%.