Jul 8: 6 Strong Themes — Political Ties (Lee Jae-myung), North Korea
6 strong themes — 5 recurred · 1 new. Top: Political Ties (Lee Jae-myung) +26.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | FreeMs | +24.79% | |
| North Korea | Chobi | +9.29% | |
| Galaxy Supply Chain | Jahwa Electronics | +9.14% | |
| Cybersecurity | Fasoo AI | +8.27% | |
| Construction (Small & Mid Cap) / Cement & Ready-Mix Concrete / Undersea Tunnels & Underground Roads | Hydro Lithium | +8.41% | |
| Steel Majors / Steel (Small & Mid Cap) | Hanil Iron & Steel | +6.53% |
On Jul 8, Political Ties (Lee Jae-myung) led the session with an average change of 26.64%, with all 5 of its stocks closing higher. The theme came back after a gap of 133 days.
Atec Mobility gained 29.9%, Atec 29.81% and Orient Precision Industries 29.77%. The theme’s leader, FreeMs, rose 24.79%.
North Korea came next with an average change of 9.77%, led by Chobi. Galaxy Supply Chain averaged 7.71% and Cybersecurity 6.39%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jae-myung) | recurred after 133 days | +26.6% | 5/5 | FreeMs |
| 2 | North Korea | recurred after 14 days | +9.8% | 4/4 | Chobi |
| 3 | Galaxy Supply Chain | recurred after 50 days | +7.7% | 4/4 | Jahwa Electronics |
| 4 | Cybersecurity | recurred after 44 days | +6.4% | 4/4 | Fasoo AI |
| 5 | Construction (Small & Mid Cap) / Cement & Ready-Mix Concrete / Undersea Tunnels & Underground Roads | new | +4.3% | 6/6 | Hydro Lithium |
| 6 | Steel Majors / Steel (Small & Mid Cap) | recurred after 35 days | +3.1% | 4/4 | Hanil Iron & Steel |
Theme by Theme
1. Political Ties (Lee Jae-myung) (recurred after 133 days)
- Episode: started 2020-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Atec Mobility 224110 | +29.9% | 13,250 | |
Atec 045660 | +29.8% | 17,200 | |
Orient Precision Industries 065500 | +29.8% | 1,661 | |
FreeMs 053160 | +24.8% | 7,450 | ★ |
Intergis 129260 | +18.9% | 1,980 |
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2. North Korea (recurred after 14 days)
- Episode: started 2020-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samil C&S 004440 | +14.2% | 7,230 | |
LOTTE Fine Chemical 004000 | +11.4% | 46,050 | |
Chobi 001550 | +9.3% | 22,350 | ★ |
Uneco 064510 | +4.2% | 11,200 |
3. Galaxy Supply Chain (recurred after 50 days)
- Episode: started 2020-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Amotech 052710 | +9.2% | 20,931 | |
Jahwa Electronics 033240 | +9.1% | 7,400 | ★ |
Korea Circuit 007810 | +6.3% | 12,650 | |
Hansol Technics 004710 | +6.2% | 7,635 |
4. Cybersecurity (recurred after 44 days)
- Episode: started 2020-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fasoo AI 150900 | +8.3% | 4,975 | ★ |
Gabia 079940 | +5.9% | 16,200 | |
Hancom WITH 054920 | +5.8% | 3,475 | |
Hunesion 290270 | +5.6% | 5,260 |
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5. Construction (Small & Mid Cap) / Cement & Ready-Mix Concrete / Undersea Tunnels & Underground Roads (new)
- Episode: started 2020-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hydro Lithium 101670 | +8.4% | 1,160 | ★ |
Dongbu 005960 | +5.2% | 10,250 | |
Union 000910 | +4.0% | 5,390 | |
Dong-Ah Geological Engineering Company 028100 | +3.4% | 15,350 | |
EehwaConstruction 001840 | +2.7% | 6,565 | |
TuksuConstruction 026150 | +2.3% | 6,907 |
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6. Steel Majors / Steel (Small & Mid Cap) (recurred after 35 days)
- Episode: started 2020-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanil Iron & Steel 002220 | +6.5% | 1,795 | ★ |
POSCO Holdings 005490 | +3.0% | 190,500 | |
KG Dongbusteel 016380 | +1.9% | 13,150 | |
Hyundai Steel Company 004020 | +0.9% | 21,400 |
Closing Thoughts
Every stock in every theme closed higher, and each episode has lasted only 1 day so far. Whether Political Ties (Lee Jae-myung) extends its streak is still an open question.
Construction (Small & Mid Cap) / Cement & Ready-Mix Concrete / Undersea Tunnels & Underground Roads appeared as a new theme, averaging 4.34% with all 6 stocks up. Steel Majors / Steel (Small & Mid Cap) came back after 35 days with an average change of 3.1%.