Jul 13: 8 Strong Themes — Political Ties (Lee Nak-yon), Battery / EV
8 strong themes — 1 running · 7 recurred. Top: Political Ties (Lee Nak-yon) +19.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Nak-yon) | Bookook Steel | +29.89% | |
| Battery / EV | L&F | +18.84% | |
| Camera Modules & Parts | Optrontec | +10.76% | |
| Solar | SDN Company | +9.74% | |
| AI & Robotics | Robostar | +5.79% | |
| Kiosks | Inbiogen | +4.82% | |
| Market Kurly | Hyungkuk F&B | +6.29% | |
| Music & Entertainment | YG Entertainment | +7.20% |
Political Ties (Lee Nak-yon) led Jul 13 with an average change of 19.54%, all 4 stocks higher on a 2-day streak. Bookook Steel rose 29.89% and Jooyontech 28.89%.
Battery / EV returned after a 26-day gap with an average change of 9.59%, led by L&F at 18.84%. Camera Modules & Parts also reappeared after 162 days, with Optrontec up 10.76%.
Every stock across all eight themes closed higher. Kiosks posted an average change of 5.11%, as headlines tied the move to a 5.1% minimum wage rise for next year.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Nak-yon) | 2 days running | +19.5% | 4/4 | Bookook Steel |
| 2 | Battery / EV | recurred after 26 days | +9.6% | 5/5 | L&F |
| 3 | Camera Modules & Parts | recurred after 162 days | +7.3% | 4/4 | Optrontec |
| 4 | Solar | recurred after 14 days | +5.3% | 5/5 | SDN Company |
| 5 | AI & Robotics | recurred after 96 days | +5.2% | 3/3 | Robostar |
| 6 | Kiosks | recurred after 208 days | +5.1% | 5/5 | Inbiogen |
| 7 | Market Kurly | recurred after 41 days | +5.1% | 3/3 | Hyungkuk F&B |
| 8 | Music & Entertainment | recurred after 29 days | +4.7% | 3/3 | YG Entertainment |
Theme by Theme
1. Political Ties (Lee Nak-yon) (2 days running)
- Episode: started 2021-07-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Bookook Steel 026940 | +29.9% | 7,040 | ★ |
Jooyontech 044380 | +28.9% | 10,150 | |
Nam Hwa Construction Company 091590 | +13.3% | 15,300 | |
Woowon Development 046940 | +6.0% | 7,560 |
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- 부국철강 주가 15%↑…“이낙연 차기 대선후보 적합도 18.1%” — 아주경제 (Korean)
- [장중수급포착] 부국철강, 외국인 19.75만 주 대량 순매수… 주가 +15.90% — 뉴스핌 (Korean)
2. Battery / EV (recurred after 26 days)
- Episode: started 2021-07-13, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
L&F 066970 | +18.8% | 111,000 | ★ |
Shinsung Delta Tech 065350 | +9.4% | 16,800 | |
Chunbo 278280 | +7.8% | 236,000 | |
Cosmo Advanced Materials & Technology 005070 | +6.9% | 32,104 | |
Sangsinenergydisplayprecision 091580 | +5.0% | 17,800 |
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3. Camera Modules & Parts (recurred after 162 days)
- Episode: started 2021-07-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Optrontec 082210 | +10.8% | 8,750 | ★ |
HyVISION SYSTEM 126700 | +7.8% | 19,250 | |
Jahwa Electronics 033240 | +5.3% | 21,750 | |
CammSys 050110 | +5.2% | 11,413 |
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4. Solar (recurred after 14 days)
- Episode: started 2021-07-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SDN Company 099220 | +9.7% | 3,550 | ★ |
KC Cottrell 119650 | +5.3% | 13,134 | |
Advanced Nano Products 121600 | +4.9% | 34,100 | |
Agent AI 060900 | +4.5% | 227,062 | |
Hanwha Solutions 009830 | +2.1% | 51,366 |
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5. AI & Robotics (recurred after 96 days)
- Episode: started 2021-07-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyulim ROBOT 090710 | +7.0% | 2,875 | |
Robostar 090360 | +5.8% | 27,400 | ★ |
Yujin Robot 056080 | +2.6% | 4,065 |
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6. Kiosks (recurred after 208 days)
- Episode: started 2021-07-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hannet 052600 | +7.0% | 10,600 | |
Pavonine 177830 | +6.1% | 6,600 | |
Inbiogen 101140 | +4.8% | 117,124 | ★ |
Korea Computer Terminal 089150 | +4.1% | 9,620 | |
NICE Infra 063570 | +3.5% | 7,300 |
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- 최저임금 인상…인바이오젠·한네트 등 키오스크 관련주
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7. Market Kurly (recurred after 41 days)
- Episode: started 2021-07-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyungkuk F&B 189980 | +6.3% | 4,560 | ★ |
SKNetworksCompanyLimited 001740 | +5.3% | 6,190 | |
Mirae Asset Venture Investment 100790 | +3.7% | 7,817 |
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8. Music & Entertainment (recurred after 29 days)
- Episode: started 2021-07-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
YG Entertainment 122870 | +7.2% | 53,600 | ★ |
SM Entertainment 041510 | +5.0% | 65,400 | |
JYP Entertainment 035900 | +2.0% | 39,950 |
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Closing Thoughts
Political Ties (Lee Nak-yon) is the only theme on a streak, now at 2 days. Whether it extends past Jul 13 is the main continuity question.
The Battery / EV episode is listed through 2021-07-14, while the other six recurring themes ran a single day. Their follow-through will show if Jul 13 was a one-off rotation.