Jul 30: 6 Strong Themes — Agriculture / Fertilizers, Political Ties (Lee Jae-myung)
6 strong themes — 6 recurred. Top: Agriculture / Fertilizers +9.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Agriculture / Fertilizers | Chobi | +22.35% | |
| Political Ties (Lee Jae-myung) | FreeMs | +8.21% | |
| Battery / EV | MKElectron | +9.04% | |
| North Korea | Daea Ti | +4.26% | |
| Steel Majors | SeAH Besteel Holdings | +2.61% | |
| Political Ties (Yoon Suk-yeol) | Dcksung | +8.02% |
Agriculture / Fertilizers led the Jul 30 session with an average change of 9.74%. All 4 of its stocks rose, with Chobi up 22.35%.
Political Ties (Lee Jae-myung) returned after a 43-day gap with an average change of 5.69%. Battery / EV averaged 5.15%, as MKElectron rose 9.04%.
North Korea rose on all 5 stocks for an average change of 3.79%. Steel Majors gained 2.67%, while Political Ties (Yoon Suk-yeol) managed just 0.56%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Agriculture / Fertilizers | recurred after 3 days | +9.7% | 4/4 | Chobi |
| 2 | Political Ties (Lee Jae-myung) | recurred after 43 days | +5.7% | 3/3 | FreeMs |
| 3 | Battery / EV | recurred after 7 days | +5.2% | 4/5 | MKElectron |
| 4 | North Korea | recurred after 2 days | +3.8% | 5/5 | Daea Ti |
| 5 | Steel Majors | recurred after 36 days | +2.7% | 4/4 | SeAH Besteel Holdings |
| 6 | Political Ties (Yoon Suk-yeol) | recurred after 3 days | +0.6% | 1/4 | Dcksung |
Theme by Theme
1. Agriculture / Fertilizers (recurred after 3 days)
- Episode: started 2021-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chobi 001550 | +22.4% | 32,850 | ★ |
KG Chemical 001390 | +8.3% | 7,690 | |
HyosungONBCo 097870 | +4.3% | 12,250 | |
Kyungnong 002100 | +4.0% | 18,000 |
Related news
- 조비 주가 16%↑…“지난해 영업익, 239% 증가한 38억” — 아주경제 (Korean)
2. Political Ties (Lee Jae-myung) (recurred after 43 days)
- Episode: started 2021-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
FreeMs 053160 | +8.2% | 21,750 | ★ |
Atec Mobility 224110 | +5.6% | 31,000 | |
Atec 045660 | +3.2% | 31,900 |
3. Battery / EV (recurred after 7 days)
- Episode: started 2021-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MKElectron 033160 | +9.0% | 20,500 | ★ |
Smart Solutions 136510 | +6.1% | 10,478 | |
Aekyung Chemical 161000 | +3.1% | 13,100 | |
Foosung 093370 | +2.3% | 12,891 | |
SFA Nexel 222080 | - | - |
Related news
- 엠케이전자 주가 11%↑…“사모EB 100억 발행” — 아주경제 (Korean)
- 엠케이전자 자기주식 처분 결정 — 국민일보 (Korean)
- 엠케이전자, 사모EB 100억원·사모CB 총 350억원 발행 — 이데일리 (Korean)
4. North Korea (recurred after 2 days)
- Episode: started 2021-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ananti 025980 | +4.5% | 11,700 | |
Busan Industrial 011390 | +4.4% | 155,500 | |
Daea Ti 045390 | +4.3% | 7,100 | ★ |
J.estina 026040 | +3.6% | 3,160 | |
Hyundai Elevator 017800 | +2.3% | 54,000 |
5. Steel Majors (recurred after 36 days)
- Episode: started 2021-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KG Dongbusteel 016380 | +3.4% | 16,750 | |
SeAH Besteel Holdings 001430 | +2.6% | 31,400 | ★ |
Kisco 104700 | +2.6% | 9,490 | |
POSCO Holdings 005490 | +2.1% | 366,500 |
Related news
- [특징주] 세아베스틸, 2Q 호실적에 하반기 기대감 ‘강세’ — 이데일리 (Korean)
- 세아베스틸, 2Q 역대급 호실적…목표가↑-키움 — 이데일리 (Korean)
- 세아베스틸 주가 3%↑…“2Q 영업익, 393% 증가한 939억” — 아주경제 (Korean)
6. Political Ties (Yoon Suk-yeol) (recurred after 3 days)
- Episode: started 2021-07-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dcksung 004830 | +8.0% | 22,900 | ★ |
KleanNara 004540 | -1.1% | 6,520 | |
NE Neungyule 053290 | -2.2% | 19,750 | |
Woongjin Thinkbig 095720 | -2.5% | 8,197 |
Closing Thoughts
Every theme here was a recurrence with a streak of 1, so the open question is whether any of them lasts beyond one day. Agriculture / Fertilizers returned after a gap of just 3 days.
Headlines on Jul 30 linked SeAH Besteel Holdings to its 2Q earnings and MKElectron to an exchangeable bond issue. It remains to be seen whether those catalysts carry past Jul 30.