Jan 15: 5 Strong Themes — Political Ties (Lee Jae-myung), Semiconductors
5 strong themes — 5 recurred. Top: Political Ties (Lee Jae-myung) +15.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | DongshinEngineering&Construction | +11.16% | |
| Semiconductors | Magicmicro | +17.45% | - |
| Defense & War | Formetal | +8.86% | |
| Beauty & Cosmetics | Kolmar Holdings | +6.96% | |
| Cannabis | Osung Advanced Materials | +7.40% |
On Jan 15, Political Ties (Lee Jae-myung) led the strong themes with an average change of 15.21%. All 3 of its stocks rose, with Hyungji Elite up 17.42%.
Semiconductors came next with an average change of 8.85%, and all 5 of its stocks rose. Magicmicro led the group with a 17.45% gain on volume of 30261569 shares.
Defense & War averaged 6.95%, with Hanwha Aerospace up 10.62%. Beauty & Cosmetics came back after a 56-day gap with an average change of 4.53%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jae-myung) | recurred after 2 days | +15.2% | 3/3 | DongshinEngineering&Construction |
| 2 | Semiconductors | recurred after 4 days | +8.8% | 5/5 | Magicmicro |
| 3 | Defense & War | recurred after 4 days | +7.0% | 3/3 | Formetal |
| 4 | Beauty & Cosmetics | recurred after 56 days | +4.5% | 3/3 | Kolmar Holdings |
| 5 | Cannabis | recurred after 8 days | +3.2% | 1/2 | Osung Advanced Materials |
Theme by Theme
1. Political Ties (Lee Jae-myung) (recurred after 2 days)
- Episode: started 2021-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyungji Elite 093240 | +17.4% | 4,468 | |
Jungdawn 208140 | +17.1% | 4,050 | |
DongshinEngineering&Construction 025950 | +11.2% | 49,300 | ★ |
2. Semiconductors (recurred after 4 days)
- Episode: started 2021-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Magicmicro 127160 | +17.4% | 350 | ★ |
Intekplus 064290 | +10.4% | 16,500 | |
WONIK QnC 074600 | +6.6% | 21,000 | |
HANMI Semiconductor 042700 | +6.5% | 9,425 | |
JAS Robotics 090470 | +3.3% | 8,120 |
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3. Defense & War (recurred after 4 days)
- Episode: started 2021-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Aerospace 012450 | +10.6% | 36,620 | |
Formetal 119500 | +8.9% | 5,040 | ★ |
Speco 013810 | +1.4% | 11,100 |
Related news
- [테마동향] 15일, 국내상장 중국기업(+10.25%), 방위산업(+3.21%) 관련주 테마 상승…자동차(-3.12%), PCB생산(-2.72%) 관련주 테마 하락 — 이투데이 (Korean)
4. Beauty & Cosmetics (recurred after 56 days)
- Episode: started 2021-01-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kolmar Holdings 024720 | +7.0% | 14,610 | ★ |
KolmarBNH 200130 | +3.4% | 52,500 | |
Amorepacific 090430 | +3.3% | 220,500 |
Related news
- [장중수급포착] 한국콜마홀딩스, 외국인 14,422주 대량 순매수… 주가 +6.59% — 뉴스핌 (Korean)
5. Cannabis (recurred after 8 days)
- Episode: started 2021-01-15, day 1
Closing Thoughts
Every theme on the list has a streak of 1, so none has gone beyond a single session yet. The next data point is whether Political Ties (Lee Jae-myung) keeps going after Jan 15.
Not every theme rose across the board: Cannabis averaged 3.25% with only 1 of 2 stocks up, and i-SENS closed at -0.91%. A news headline tied to Semiconductors reported chip supply shortages hurting autos.