Oct 25: 8 Strong Themes — Nuclear, Vaccine Passports
8 strong themes — 1 running · 7 recurred. Top: Nuclear +12.0%.
Strong themes8
Top change+12.0%
LeaderHanshin Machinery
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 |
|---|---|---|---|
| Nuclear | Hanshin Machinery | +23.17% | |
| Vaccine Passports | iCRAFTCo | +9.12% | |
| Shipbuilding / Shipbuilding Equipment | HD Hyundai Mipo | +11.46% | - |
| Consumer | Yellow Balloon Tour | +9.82% | |
| Cybersecurity | CyberOne | +4.42% | |
| Political Ties (Lee Jae-myung) | Orient Precision Industries | +6.28% | |
| Rivian | DA Technology | +3.85% | |
| Oil Refining / LPG (Liquefied Petroleum Gas) | Joong Ang Enervis | +4.15% |
Nuclear led the Oct 25 session with an average change of 11.98%, and all 4 of its stocks rose. It was the theme’s third straight day on the list, a run that began Oct 21.
Hanshin Machinery led the theme with a 23.17% gain on volume of 76251899 shares. Doosan Enerbility added 13.94%, and Iljin Power rose 7.24%.
Shipbuilding / Shipbuilding Equipment came back after a 45-day gap with an average change of 7.78%, and all 6 of its stocks rose. HD Hyundai Mipo led at 11.46%. Consumer averaged 5.43%, with all 7 stocks up.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | 3 days running | +12.0% | 4/4 | Hanshin Machinery |
| 2 | Vaccine Passports | recurred after 12 days | +9.1% | 1/1 | iCRAFTCo |
| 3 | Shipbuilding / Shipbuilding Equipment | recurred after 45 days | +7.8% | 6/6 | HD Hyundai Mipo |
| 4 | Consumer | recurred after 45 days | +5.4% | 7/7 | Yellow Balloon Tour |
| 5 | Cybersecurity | recurred after 327 days | +5.2% | 4/4 | CyberOne |
| 6 | Political Ties (Lee Jae-myung) | recurred after 12 days | +4.8% | 4/4 | Orient Precision Industries |
| 7 | Rivian | recurred after 13 days | +4.8% | 2/3 | DA Technology |
| 8 | Oil Refining / LPG (Liquefied Petroleum Gas) | recurred after 20 days | +3.6% | 3/3 | Joong Ang Enervis |
Theme by Theme
1. Nuclear (3 days running)
- Episode: started 2021-10-21, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanshin Machinery 011700 | +23.2% | 4,705 | ★ |
Doosan Enerbility 034020 | +13.9% | 24,854 | |
Iljin Power 094820 | +7.2% | 16,300 | |
Korea Electronic Power Industrial Development 130660 | +3.6% | 17,350 |
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2. Vaccine Passports (recurred after 12 days)
- Episode: started 2021-10-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
iCRAFTCo 052460 | +9.1% | 5,980 | ★ |
3. Shipbuilding / Shipbuilding Equipment (recurred after 45 days)
- Episode: started 2021-10-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Mipo 010620 | +11.5% | 72,000 | ★ |
Hankuk Carbon 017960 | +9.4% | 12,750 | |
Hanwha Ocean 042660 | +7.8% | 22,166 | |
Dongsung Finetec 033500 | +7.8% | 12,500 | |
Sung Kwang Bend 014620 | +5.2% | 8,990 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +5.1% | 101,500 |
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4. Consumer (recurred after 45 days)
- Episode: started 2021-10-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Yellow Balloon Tour 104620 | +9.8% | 18,450 | ★ |
Modetournetwork 080160 | +7.0% | 26,800 | |
Global Tax Free 204620 | +5.8% | 3,391 | |
Air Busan 298690 | +5.0% | 7,318 | |
Hyundai Department Store 069960 | +4.8% | 86,400 | |
Korean Air Lines 003490 | +3.1% | 31,400 | |
Hotel Shilla 008770 | +2.5% | 91,600 |
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5. Cybersecurity (recurred after 327 days)
- Episode: started 2021-10-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Neorigin 094860 | +8.4% | 5,335 | |
PLANTYNETCo 075130 | +5.3% | 5,878 | |
CyberOne 356890 | +4.4% | 4,720 | ★ |
SGA Solutions 184230 | +2.5% | 6,115 |
6. Political Ties (Lee Jae-myung) (recurred after 12 days)
- Episode: started 2021-10-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Orient Precision Industries 065500 | +6.3% | 2,977 | ★ |
Total Soft Bank 045340 | +4.9% | 10,750 | |
Atec 045660 | +4.1% | 26,400 | |
Atec Mobility 224110 | +4.0% | 24,450 |
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7. Rivian (recurred after 13 days)
- Episode: started 2021-10-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wooshin Systems 017370 | +5.7% | 6,680 | |
DA Technology 196490 | +3.9% | 51,780 | ★ |
Sewon 234100 | - | - |
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8. Oil Refining / LPG (Liquefied Petroleum Gas) (recurred after 20 days)
- Episode: started 2021-10-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +4.9% | 107,000 | |
Joong Ang Enervis 000440 | +4.2% | 20,100 | ★ |
HeunguOil 024060 | +1.8% | 7,990 |
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Closing Thoughts
The open question is whether Nuclear stays on the list after its 3-day streak. Every other theme on Oct 25 was a recurrence with a streak of 1.
Cybersecurity came back after a 327-day gap, led by CyberOne at 4.42%. In Rivian, only 2 of 3 stocks rose.