Jun 24: 5 Strong Themes — North Korea, Japan Export Curbs (Localization)
5 strong themes — 5 recurred. Top: North Korea +19.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| North Korea | Daea Ti | +29.94% | |
| Japan Export Curbs (Localization) | Di | +23.27% | |
| Japan Boycott Beneficiaries | Monami | +4.45% | |
| Digital Health & Telehealth | NanoenTek | +6.71% | |
| Securities Brokers | Korea Asset Investment Securities | +10.89% |
On Jun 24, North Korea led the session with an average change of 19.0%, and all 6 of its stocks closed higher. Daea Ti topped the group with a 29.94% gain.
Japan Export Curbs (Localization) followed with an average change of 13.66%, led by Di at 23.27%. Japan Boycott Beneficiaries averaged 7.03%, so Japan-linked themes held two of the top three spots.
Every stock across all five themes closed higher. Digital Health & Telehealth averaged 6.67%, and Securities Brokers averaged 5.21%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | North Korea | recurred after 29 days | +19.0% | 6/6 | Daea Ti |
| 2 | Japan Export Curbs (Localization) | recurred after 5 days | +13.7% | 4/4 | Di |
| 3 | Japan Boycott Beneficiaries | recurred after 5 days | +7.0% | 3/3 | Monami |
| 4 | Digital Health & Telehealth | recurred after 19 days | +6.7% | 3/3 | NanoenTek |
| 5 | Securities Brokers | recurred after 21 days | +5.2% | 3/3 | Korea Asset Investment Securities |
Theme by Theme
1. North Korea (recurred after 29 days)
- Episode: started 2020-06-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daea Ti 045390 | +29.9% | 6,510 | ★ |
PULOON Robotics 094940 | +27.0% | 13,148 | |
Ananti 025980 | +18.5% | 10,450 | |
Ilshin Stone 007110 | +14.5% | 2,365 | |
Shinwon 009270 | +12.5% | 1,615 | |
Hanchang 005110 | +11.5% | 7,128 |
Related news
- [증시 키워드] 대북리스크에 뛰는 ‘빅텍’ㆍ 기는 ‘아난티’…니콜라 급등에 두산퓨얼셀 ‘상한가’ — 이투데이 (Korean)
2. Japan Export Curbs (Localization) (recurred after 5 days)
- Episode: started 2020-06-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Di 003160 | +23.3% | 4,370 | ★ |
Dongjin Semichem 005290 | +14.0% | 26,450 | |
Kyung-in Synthetic 012610 | +9.2% | 9,140 | |
ENF Technology 102710 | +8.2% | 35,700 |
3. Japan Boycott Beneficiaries (recurred after 5 days)
- Episode: started 2020-06-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Boratr 250000 | +12.1% | 9,150 | |
Shinsung Tongsang 005390 | +4.5% | 1,735 | |
Monami 005360 | +4.5% | 5,400 | ★ |
4. Digital Health & Telehealth (recurred after 19 days)
- Episode: started 2020-06-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
BITComputer 032850 | +8.1% | 11,400 | |
NanoenTek 039860 | +6.7% | 8,910 | ★ |
Insung Information 033230 | +5.2% | 2,954 |
5. Securities Brokers (recurred after 21 days)
- Episode: started 2020-06-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Asset Investment Securities 190650 | +10.9% | 7,330 | ★ |
Korea Investment Holdings 071050 | +3.4% | 48,250 | |
Mirae Asset Securities 006800 | +1.3% | 6,949 |
Closing Thoughts
Every theme came back after a break. North Korea returned after 29 days, Securities Brokers after 21 and both Japan themes after 5.
Four of the episodes lasted one day, while Digital Health & Telehealth runs through 2020-06-25. The next sessions will show whether any of these moves last beyond that.