Jul 27: 8 Strong Themes — North Korea, Political Ties (Yoon Suk-yeol)
8 strong themes — 1 running · 7 recurred. Top: North Korea +12.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| North Korea | Ilshin Stone | +23.71% | |
| Political Ties (Yoon Suk-yeol) | Dcksung | +14.36% | |
| Animal Feed | FarmStory | +13.41% | |
| Food | Sajodongaone | +2.94% | |
| Agriculture / Fertilizers | Kyungnong | +6.84% | |
| Hydrogen (Fuel Cells, Vehicles) | SJG Sejong | +6.24% | |
| EV / Battery | Shin Heung Energy & Electronics | +5.78% | |
| Steel Majors / Steel (Small & Mid Cap) | KBI Dong Yang Steel Pipe | +3.43% |
On Jul 27, 2021, all eight strong themes finished with every listed stock higher. North Korea led the session with an average change of 12.64%, returning after a 319-day gap.
Ilshin Stone topped that group, rising 23.71% to close at 3000 on volume of 109748758 shares. Daea Ti, Shinwon and Ananti gained between 9.59% and 11.15%.
Political Ties (Yoon Suk-yeol) rose for a second day, with an average change of 8.7% led by Dcksung at 14.36%. Animal Feed averaged 7.6%, led by FarmStory.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | North Korea | recurred after 319 days | +12.6% | 5/5 | Ilshin Stone |
| 2 | Political Ties (Yoon Suk-yeol) | 2 days running | +8.7% | 3/3 | Dcksung |
| 3 | Animal Feed | recurred after 60 days | +7.6% | 3/3 | FarmStory |
| 4 | Food | recurred after 11 days | +6.9% | 3/3 | Sajodongaone |
| 5 | Agriculture / Fertilizers | recurred after 155 days | +5.6% | 4/4 | Kyungnong |
| 6 | Hydrogen (Fuel Cells, Vehicles) | recurred after 35 days | +4.2% | 4/4 | SJG Sejong |
| 7 | EV / Battery | recurred after 216 days | +3.8% | 4/4 | Shin Heung Energy & Electronics |
| 8 | Steel Majors / Steel (Small & Mid Cap) | recurred after 5 days | +3.1% | 5/5 | KBI Dong Yang Steel Pipe |
Theme by Theme
1. North Korea (recurred after 319 days)
- Episode: started 2021-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ilshin Stone 007110 | +23.7% | 3,000 | ★ |
Daea Ti 045390 | +11.2% | 6,580 | |
Shinwon 009270 | +10.9% | 1,940 | |
Ananti 025980 | +9.6% | 10,400 | |
Hanchang 005110 | +7.9% | 7,120 |
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- [이시각 상한가] 일신석재(▲725) - 27일 오전 11시10분 — 이투데이 (Korean)
- 일신석재 주가 10%↑…1분기 영업이익 5억 — 아주경제 (Korean)
2. Political Ties (Yoon Suk-yeol) (2 days running)
- Episode: started 2021-07-26, day 2
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3. Animal Feed (recurred after 60 days)
- Episode: started 2021-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
FarmStory 027710 | +13.4% | 2,580 | ★ |
KC Feed 025880 | +6.2% | 3,740 | |
Hanil Feed 005860 | +3.1% | 2,295 |
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4. Food (recurred after 11 days)
- Episode: started 2021-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyungkuk F&B 189980 | +13.8% | 4,890 | |
Haitai Confectionery and Foods 101530 | +3.8% | 10,850 | |
Sajodongaone 008040 | +2.9% | 1,400 | ★ |
5. Agriculture / Fertilizers (recurred after 155 days)
- Episode: started 2021-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kyungnong 002100 | +6.8% | 16,400 | ★ |
Chobi 001550 | +6.8% | 25,800 | |
Namhae Chemical 025860 | +4.3% | 9,960 | |
HyosungONBCo 097870 | +4.3% | 11,000 |
Related news
- [장중수급포착] 경농, 외국인 14,919주 대량 순매수… 주가 +7.17% — 뉴스핌 (Korean)
6. Hydrogen (Fuel Cells, Vehicles) (recurred after 35 days)
- Episode: started 2021-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SJG Sejong 033530 | +6.2% | 10,050 | ★ |
Younghwa Tech 265560 | +5.5% | 13,550 | |
EG 037370 | +2.9% | 14,350 | |
Iljin Diamond 081000 | +2.1% | 48,900 |
7. EV / Battery (recurred after 216 days)
- Episode: started 2021-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shin Heung Energy & Electronics 243840 | +5.8% | 13,180 | ★ |
Sangsinenergydisplayprecision 091580 | +3.9% | 17,400 | |
Samsung SDI 006400 | +3.1% | 744,065 | |
LG Chem 051910 | +2.2% | 835,000 |
Related news
- 삼성SDI, 전기차 배터리 흑자 힘입어 2분기 영업익 2952억 184.4%나↑ — 울산신문 (Korean)
8. Steel Majors / Steel (Small & Mid Cap) (recurred after 5 days)
- Episode: started 2021-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco Steeleon 058430 | +3.6% | 6,990 | |
KBI Dong Yang Steel Pipe 008970 | +3.4% | 3,103 | ★ |
Kiswire 002240 | +3.1% | 20,918 | |
POSCO Holdings 005490 | +3.0% | 364,500 | |
Hyundai Steel Company 004020 | +2.3% | 53,400 |
Closing Thoughts
The open question is whether North Korea and the other one-day themes can carry their gains past Jul 27. Of the eight themes, only Political Ties (Yoon Suk-yeol) has run longer than one day.
News linked FarmStory to rising grain prices and Samsung SDI to higher quarterly operating profit. The next test is whether Agriculture / Fertilizers can hold its 5.56% average.