Jun 15: 2 Strong Themes — North Korea, Battery / EV
2 strong themes — 2 recurred. Top: North Korea +27.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| North Korea | Taewonmulsan | +29.97% | |
| Battery / EV | Cenotec | +3.64% |
On Jun 15, North Korea led the session with an average change of 27.08%. All 6 stocks in the theme closed higher as it returned after a gap of 4 days.
Leader Taewonmulsan rose 29.97% to close at 4965. Hyundai Feed (29.96%), Kyungnong (29.95%) and Jokwang I.L.I (29.91%) were close behind, and Daea Ti added 16.64%.
Battery / EV also returned after 11 days, with an average change of 2.95% across 4 stocks. Samsung SDI gained 3.74%, while leader Cenotec added 3.64%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | North Korea | recurred after 4 days | +27.1% | 6/6 | Taewonmulsan |
| 2 | Battery / EV | recurred after 11 days | +3.0% | 4/4 | Cenotec |
Theme by Theme
1. North Korea (recurred after 4 days)
- Episode: started 2018-06-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taewonmulsan 001420 | +30.0% | 4,965 | ★ |
Hyundai Feed 016790 | +30.0% | 2,039 | |
Kyungnong 002100 | +29.9% | 13,450 | |
Jokwang I.L.I 044060 | +29.9% | 1,403 | |
Chobi 001550 | +26.1% | 37,500 | |
Daea Ti 045390 | +16.6% | 8,550 |
Related news
- [이주의 수급동향] 코스피, 대북재료 소멸에 美금리 우려로 2420선 ‘출렁’ — 이투데이 (Korean)
2. Battery / EV (recurred after 11 days)
- Episode: started 2018-06-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung SDI 006400 | +3.7% | 230,562 | |
Cenotec 222420 | +3.6% | 3,135 | ★ |
Shin Heung Energy & Electronics 243840 | +3.5% | 8,400 | |
LG Chem 051910 | +0.9% | 373,500 |
Related news
- LG화학, 中 CATL 주가 강세 속…2차전지 재평가 전망 — EBN (Korean)
- LG화학, CATL 연속상한가로 2차전지 사업가치↑ - NH투자 — 머니투데이 (Korean)
- 中 CATL, 상장후 5일 연속 상한가… 국내 2차전지株도 재평가 받나 — 한국경제 (Korean)
Closing Thoughts
Headlines linked the Battery / EV move to CATL’s run of consecutive limit-up sessions in China. One open question is whether that read-through reaches LG Chem, which rose 0.95%.
The North Korea move is a single-day episode so far. One headline described the KOSPI’s North Korea catalyst as fading. Whether the streak runs past one day will show how deep the rally goes.