Feb 4: 3 Strong Themes — Golf, EV
3 strong themes — 2 recurred · 1 new. Top: Golf +5.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Golf | C&S Asset Management | +14.80% | - |
| EV | Kodi | +4.91% | |
| Wind | Dongkuk Structures & Construction | +2.88% |
Three themes stood out on Feb 4, 2015, led by Golf with an average change of 5.57%. EV followed at 4.37%, while Wind returned after 336 days at 3.13%.
Golf appeared as a new theme, led by C&S Asset Management with a 14.8% gain. A same-day Korean news report tied the move to presidential remarks about boosting golf.
EV returned after 161 days, with all 4 stocks rising and Smotronic up 5.89%. A Korean news report linked the gains to a government subsidy announcement for electric vehicles.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Golf | new | +5.6% | 3/4 | C&S Asset Management |
| 2 | EV | recurred after 161 days | +4.4% | 4/4 | Kodi |
| 3 | Wind | recurred after 336 days | +3.1% | 3/4 | Dongkuk Structures & Construction |
Theme by Theme
1. Golf (new)
- Episode: started 2015-02-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
C&S Asset Management 032040 | +14.8% | 19,830 | ★ |
Ananti 025980 | +1.4% | 2,810 | |
Sono Square 007720 | +0.5% | 5,659 | |
Golfzon Holdings 121440 | - | - |
Related news
- [종목 포커스] 골프존, ‘골프 활성화’ 발언에 들썩 — 매일경제 (Korean)
- [오늘 특징주]③골프존 “골프 활성화” 대통령 발언에 ‘들썩’ — 이데일리 (Korean)
2. EV (recurred after 161 days)
- Episode: started 2015-02-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Smotronic 066590 | +5.9% | 1,618 | |
Kodi 080530 | +4.9% | 25,860 | ★ |
TN entertainment 131100 | +3.4% | 56,740 | |
Sangsinenergydisplayprecision 091580 | +3.3% | 4,284 |
Related news
- [특징주]전기차 관련株, 정부 최대 3200만원 보조금 지급 소식에 강세 — 이투데이 (Korean)
3. Wind (recurred after 336 days)
- Episode: started 2015-02-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyosung 004800 | +3.8% | 35,056 | |
Dongkuk Structures & Construction 100130 | +2.9% | 3,395 | ★ |
CS Wind 112610 | +2.7% | 13,381 | |
Keeps Biopharma 256940 | - | - |
Closing Thoughts
Each theme had a streak of 1, so it is still open whether the moves last beyond one session. In Golf, 3 of 4 stocks rose, and Golfzon Holdings had no price data.
In Wind, Hyosung rose 3.78% and leader Dongkuk Structures & Construction gained 2.88%, with no linked news. Another open question is whether policy news keeps driving EV.