Nov 25: 8 Strong Themes — Political Ties (Lee Jae-myung), Medical AI
8 strong themes — 1 running · 7 recurred. Top: Political Ties (Lee Jae-myung) +16.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | Atec Mobility | +29.97% | |
| Medical AI | Lunit | +22.73% | |
| Battery | Jeio | +12.85% | |
| STO (Security Token Offering) | K Auction | +13.94% | |
| Carbon Nanotubes (CNT) | SANGBOCo | +15.80% | |
| Electric Cables | LS Marine Solution | +21.14% | |
| Games | Actoz Soft | +9.43% | |
| HBM (High Bandwidth Memory) | Winpac | +10.70% |
On 2024-11-25, Political Ties (Lee Jae-myung) led the session with an average change of 16.36%, all 10 stocks rising. It returned after 328 days, led by Atec Mobility at 29.97%.
Medical AI followed with an average change of 11.42%, with Lunit up 22.73%. Battery averaged 10.28%, as headlines tied leader Jeio to CNT supply for Samsung SDI.
Every stock in all eight themes closed higher. HBM (High Bandwidth Memory) was the only theme on a streak, now at 3, while Carbon Nanotubes (CNT) returned after 1321 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jae-myung) | recurred after 328 days | +16.4% | 10/10 | Atec Mobility |
| 2 | Medical AI | recurred after 6 days | +11.4% | 9/9 | Lunit |
| 3 | Battery | recurred after 7 days | +10.3% | 9/9 | Jeio |
| 4 | STO (Security Token Offering) | recurred after 40 days | +8.6% | 10/10 | K Auction |
| 5 | Carbon Nanotubes (CNT) | recurred after 1321 days | +8.5% | 4/4 | SANGBOCo |
| 6 | Electric Cables | recurred after 11 days | +8.2% | 8/8 | LS Marine Solution |
| 7 | Games | recurred after 6 days | +6.4% | 10/10 | Actoz Soft |
| 8 | HBM (High Bandwidth Memory) | 3 days running | +6.2% | 10/10 | Winpac |
Theme by Theme
1. Political Ties (Lee Jae-myung) (recurred after 328 days)
- Episode: started 2024-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Atec Mobility 224110 | +30.0% | 13,530 | ★ |
Atec 045660 | +29.9% | 16,190 | |
Orient Precision Industries 065500 | +29.7% | 1,344 | |
DongshinEngineering&Construction 025950 | +29.7% | 20,400 | |
Total Soft Bank 045340 | +22.8% | 5,300 | |
Orientbio 002630 | +8.2% | 476 | |
Hyungji Elite 093240 | +6.0% | 1,214 | |
Koyj 121850 | +3.5% | 828 | |
CS 065770 | +1.9% | 951 | |
Solid 050890 | +1.8% | 4,955 |
2. Medical AI (recurred after 6 days)
- Episode: started 2024-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lunit 328130 | +22.7% | 67,500 | ★ |
Deepnoid 315640 | +14.5% | 7,200 | |
Selvas AI 108860 | +13.5% | 13,290 | |
Vuno 338220 | +11.8% | 27,500 | |
SyntekaBio 226330 | +11.4% | 7,150 | |
Noul 376930 | +8.5% | 2,420 | |
JLK 322510 | +7.6% | 8,040 | |
Coreline Soft 384470 | +6.7% | 7,530 | |
Moadata 288980 | +6.1% | 1,540 |
Related news
- [장중수급포착] 루닛, 기관 54,000주 대량 순매수… 주가 +12.36% — 뉴스핌 (Korean)
- 코스닥 주간 기관 순매수 1위 ‘루닛’ — 이데일리 (Korean)
3. Battery (recurred after 7 days)
- Episode: started 2024-11-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
People & Technology Ms 257370 | +16.2% | 4,240 | |
Jeio 418550 | +12.8% | 16,860 | ★ |
Dongwha Enterprise 025900 | +10.8% | 9,720 | |
Advanced Nano Products 121600 | +10.5% | 72,700 | |
Sang-a Frontec 089980 | +9.4% | 19,750 | |
Cosmochemical 005420 | +9.2% | 18,600 | |
W-scope Chungju Plant 393890 | +8.7% | 13,200 | |
TCC Steel 002710 | +7.6% | 36,650 | |
L&F 066970 | +7.2% | 112,200 |
Related news
- [특징주]제이오, 강세…삼성SDI에 탄소나노튜브 납품 — 이데일리 (Korean)
- 제이오, 삼성SDI에 CNT 공급 — 전자신문 (Korean)
- 제이오, 삼성SDI에 ‘탄소나노튜브’ 공급 개시 — 뉴스핌 (Korean)
4. STO (Security Token Offering) (recurred after 40 days)
- Episode: started 2024-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Finger 163730 | +20.1% | 10,680 | |
K Auction 102370 | +13.9% | 4,045 | ★ |
SeoulAuction 063170 | +11.4% | 7,600 | |
Galaxia SM 011420 | +10.0% | 2,200 | |
Bankware Global 199480 | +8.4% | 5,680 | |
GalaxiaMoneytree 094480 | +7.4% | 8,570 | |
Uracle 088340 | +5.7% | 9,730 | |
Korea Information Certificate Authority 053300 | +3.4% | 4,080 | |
Aton 158430 | +3.0% | 5,400 | |
Itcenglobal 124500 | +2.8% | 5,900 |
5. Carbon Nanotubes (CNT) (recurred after 1321 days)
- Episode: started 2024-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SANGBOCo 027580 | +15.8% | 1,180 | ★ |
Jeio 418550 | +12.8% | 16,860 | |
LG Chem 051910 | +2.9% | 306,500 | |
Openbase 049480 | +2.5% | 2,300 |
Related news
- [특징주]제이오, 강세…삼성SDI에 탄소나노튜브 납품 — 이데일리 (Korean)
6. Electric Cables (recurred after 11 days)
- Episode: started 2024-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Marine Solution 060370 | +21.1% | 14,210 | ★ |
Gaon Cable 000500 | +14.1% | 43,300 | |
Taihan Cable & Solution 001440 | +6.5% | 11,940 | |
LS 006260 | +5.9% | 92,900 | |
KBI Metal 024840 | +5.3% | 2,265 | |
LS Eco Energy 229640 | +5.2% | 24,150 | |
Dawon Cable 006340 | +4.1% | 2,765 | |
Iljin Electric 103590 | +3.0% | 22,500 |
Related news
- [특징주]전선·케이블株 강세‥美의 중국산 제한 움직임 ‘반사이익’ 기대 — 아시아경제 (Korean)
7. Games (recurred after 6 days)
- Episode: started 2024-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shift Up 462870 | +9.5% | 54,100 | |
Actoz Soft 052790 | +9.4% | 6,960 | ★ |
Mgame 058630 | +8.2% | 5,650 | |
Netmarble 251270 | +7.3% | 53,400 | |
Playwith Korea 023770 | +6.4% | 3,745 | |
ESTsoft 047560 | +5.8% | 16,180 | |
Staco Link 060240 | +5.5% | 425 | |
Wemade 112040 | +4.0% | 43,200 | |
Neowiz Holdings 042420 | +4.0% | 19,180 | |
Wemade Max 101730 | +3.5% | 9,340 |
8. HBM (High Bandwidth Memory) (3 days running)
- Episode: started 2024-11-21, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Winpac 097800 | +10.7% | 828 | ★ |
Zeus 079370 | +9.0% | 11,960 | |
EO Technics 039030 | +7.5% | 134,900 | |
Ycchem 112290 | +6.7% | 14,000 | |
Imt 451220 | +5.6% | 7,700 | |
Openedges Technology 394280 | +5.1% | 10,680 | |
Quality Reliability Technology 405100 | +5.0% | 13,010 | |
Wot 396470 | +4.5% | 7,230 | |
YC 232140 | +4.3% | 10,500 | |
PSK Holdings 031980 | +3.5% | 35,500 |
Related news
- 그가 입 열자 삼성전자↑…‘HBM 공급’ 둘러싼 젠슨 황의 말말말 — 한겨레 (Korean)
Closing Thoughts
Most themes here began fresh episodes on Nov 25, so whether they extend is the open question. Battery already shows an episode running through Nov 26.
HBM (High Bandwidth Memory) enters the next session on a 3-day streak, with Winpac leading at 10.7%. Electric Cables headlines pointed to US moves to restrict Chinese goods.