Jan 15: 3 Strong Themes — Political Ties (Lee Nak-yon), 5G / Telecom Equipment
3 strong themes — 3 recurred. Top: Political Ties (Lee Nak-yon) +12.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Nak-yon) | Namsun Aluminium | +21.28% | |
| 5G / Telecom Equipment | Mercury | +22.84% | |
| North Korea | Hanchang | +22.60% |
Three themes led the Jan 15 session, and every stock in them closed higher. Political Ties (Lee Nak-yon) topped the board with an average change of 12.02% across its 3 stocks.
5G / Telecom Equipment and North Korea tied at an average change of 10.01%. Mercury led telecom at 22.84% after a Korean news report cited a party election pledge to expand public Wi-Fi.
Namsun Aluminium rose 21.28% as a same-day Korean news report tied it to Lee Nak-yon’s return to his party. In North Korea, Hanchang led at 22.6%, with Medicox up 7.11%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Nak-yon) | recurred after 13 days | +12.0% | 3/3 | Namsun Aluminium |
| 2 | 5G / Telecom Equipment | recurred after 30 days | +10.0% | 4/4 | Mercury |
| 3 | North Korea | recurred after 2 days | +10.0% | 4/4 | Hanchang |
Theme by Theme
1. Political Ties (Lee Nak-yon) (recurred after 13 days)
- Episode: started 2020-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Namsun Aluminium 008350 | +21.3% | 4,160 | ★ |
Dukshinepc 090410 | +8.2% | 2,045 | |
TK Chemical 104480 | +6.6% | 2,425 |
Related news
- 이낙연 민주당 복귀에 관련주 남선알미늄 ↑ — 세계일보 (Korean)
- [특징주] 남선알미늄, 이계연 삼환기업 고문 재직 확인 ‘이낙연 테마주 재부각 강세‘ — 이투데이 (Korean)
- ‘이낙연 테마주’ 묶인 남선알미늄…왜? — 아주경제 (Korean)
2. 5G / Telecom Equipment (recurred after 30 days)
- Episode: started 2020-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mercury 100590 | +22.8% | 11,350 | ★ |
Wiable 065530 | +8.7% | 3,825 | |
Eluon 065440 | +4.5% | 1,630 | |
Solid 050890 | +4.0% | 5,507 |
Related news
- [급등락주 짚어보기] 머큐리ㆍ아이즈비전, 민주당 총선 공약 ‘공공 WiFi 확대 구축’에 급등 — 이투데이 (Korean)
- ‘머큐리’ 10% 이상 상승, 최근 5일간 외국인 대량 순매수 — 한국경제 (Korean)
- [Talk 쏘는 종목] ‘휴네시온, 머큐리, 하이트진로’ GO vs STOP — 머니투데이 (Korean)
3. North Korea (recurred after 2 days)
- Episode: started 2020-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanchang 005110 | +22.6% | 10,544 | ★ |
Medicox 054180 | +7.1% | 119,010 | |
Ananti 025980 | +5.2% | 11,150 | |
In the F 014990 | +5.1% | 12,300 |
Related news
- ‘한창’ 상한가↑ 도달, 주가 상승 중, 단기간 골든크로스 형성 — 한국경제 (Korean)
- 한창, 상한가 진입… 거래량 전일대비 1797.86% — 뉴스핌 (Korean)
Closing Thoughts
All three themes came back after a break: 13 days for Political Ties (Lee Nak-yon), 30 days for 5G / Telecom Equipment and 2 days for North Korea. Each run is only one day old so far.
The next test is whether these streaks last past day one. Political news drove two of the three themes, so further campaign headlines may shape how they trade.