Nov 25: 8 Strong Themes — Political Ties (Lee Jae-myung), Medical AI

November 25, 2024 · #Political Ties (Lee Jae-myung) #Medical AI #Battery #STO (Security Token Offering) #Carbon Nanotubes (CNT) #Electric Cables #Games #HBM (High Bandwidth Memory)

8 strong themes — 1 running · 7 recurred. Top: Political Ties (Lee Jae-myung) +16.4%.

Strong themes8 Top change+16.4% LeaderAtec Mobility

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Lee Jae-myung)
+16.4%
Medical AI
+11.4%
Battery
+10.3%
STO (Security Token Offering)
+8.6%
Carbon Nanotubes (CNT)
+8.5%
Electric Cables
+8.2%
Games
+6.4%
HBM (High Bandwidth Memory)
+6.2%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Political Ties (Lee Jae-myung)Atec Mobility+29.97%
Medical AILunit+22.73%
BatteryJeio+12.85%
STO (Security Token Offering)K Auction+13.94%
Carbon Nanotubes (CNT)SANGBOCo+15.80%
Electric CablesLS Marine Solution+21.14%
GamesActoz 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

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Lee Jae-myung)recurred after 328 days+16.4%10/10Atec Mobility
2Medical AIrecurred after 6 days+11.4%9/9Lunit
3Batteryrecurred after 7 days+10.3%9/9Jeio
4STO (Security Token Offering)recurred after 40 days+8.6%10/10K Auction
5Carbon Nanotubes (CNT)recurred after 1321 days+8.5%4/4SANGBOCo
6Electric Cablesrecurred after 11 days+8.2%8/8LS Marine Solution
7Gamesrecurred after 6 days+6.4%10/10Actoz Soft
8HBM (High Bandwidth Memory)3 days running+6.2%10/10Winpac

Theme by Theme

1. Political Ties (Lee Jae-myung) (recurred after 328 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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

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3. Battery (recurred after 7 days)

StockChangeCloseLeader
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

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4. STO (Security Token Offering) (recurred after 40 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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

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6. Electric Cables (recurred after 11 days)

StockChangeCloseLeader
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

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7. Games (recurred after 6 days)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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

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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.