Jul 17: 4 Strong Themes — Battery / EV, Kiosks
4 strong themes — 3 recurred · 1 new. Top: Battery / EV +14.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery / EV | Cosmo Advanced Materials & Technology | +22.94% | |
| Kiosks | Citech | +18.14% | |
| Inter-Korean Economic Cooperation | Shinwon | +6.86% | |
| Power Equipment | Cheryong Electric | +7.69% |
On 2017-07-17, Battery / EV was the strongest theme, with an average change of 14.56%. All 5 stocks in the group closed higher.
Cosmo Advanced Materials & Technology led the group, up 22.94%. A Korean news report linked the move to expectations that battery materials makers would benefit from EV growth.
Kiosks appeared as a new theme, with Citech up 18.14% and Hannet up 4.49%. Same-day Korean news reports connected kiosk businesses to a minimum wage increase.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery / EV | recurred after 31 days | +14.6% | 5/5 | Cosmo Advanced Materials & Technology |
| 2 | Kiosks | new | +11.3% | 2/2 | Citech |
| 3 | Inter-Korean Economic Cooperation | recurred after 76 days | +6.2% | 3/3 | Shinwon |
| 4 | Power Equipment | recurred after 14 days | +5.4% | 3/3 | Cheryong Electric |
Theme by Theme
1. Battery / EV (recurred after 31 days)
- Episode: started 2017-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmo Advanced Materials & Technology 005070 | +22.9% | 7,101 | ★ |
Lotte Energy Materials 020150 | +15.0% | 41,196 | |
Ecopro 086520 | +14.9% | 3,523 | |
L&F 066970 | +12.0% | 25,079 | |
Cosmochemical 005420 | +8.0% | 9,830 |
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강세— 이데일리 (Korean) - [테마동향] 17일, 2차전지(+3.70%), 자전거(+3.35%) 관련주 테마 상승…국내상장 중국기업(-4.27%), 방위산업(-2.23%) 관련주 테마 하락 — 이투데이 (Korean)
2. Kiosks (new)
- Episode: started 2017-07-17, day 1
Related news
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- [특징주] 푸른기술, 마트·공항 등 키오스크 사업 부각…최저임금 인상 논란↑ — 이투데이 (Korean)
3. Inter-Korean Economic Cooperation (recurred after 76 days)
- Episode: started 2017-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ananti 025980 | +7.4% | 6,940 | |
Shinwon 009270 | +6.9% | 2,260 | ★ |
Jaeyoung Solutec 049630 | +4.5% | 12,420 |
4. Power Equipment (recurred after 14 days)
- Episode: started 2017-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cheryong Electric 033100 | +7.7% | 5,740 | ★ |
SemyungElectricMachinery 017510 | +4.5% | 5,560 | |
Cheryong Industrial 147830 | +4.1% | 4,575 |
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Closing Thoughts
Inter-Korean Economic Cooperation returned after 76 days with an average change of 6.25%. Power Equipment came back after 14 days, led by Cheryong Electric at 7.69%.
All four themes are on a streak of 1, so the next session will show whether any of these moves continue. Battery / EV also returned after a gap of 31 days.