Jul 14: 8 Strong Themes — Battery / EV, Remote Work & Smart Work
8 strong themes — 1 running · 7 recurred. Top: Battery / EV +8.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery / EV | Cosmo Advanced Materials & Technology | +15.23% | |
| Remote Work & Smart Work | RingNet | +7.33% | |
| Summer Season | Taekyung Chemical | +8.40% | |
| Smart Grid | Omnisystem | +7.05% | |
| Digital Health & Telehealth | GC MediAI | +9.29% | |
| COVID (Negative-Pressure Wards & Ambulances) | Autech | +5.42% | |
| Carbon Emission Credits | Ecopro HN | +6.65% | |
| COVID (Diagnostics, Treatments, Vaccines) | Boditech Med | +5.11% |
The 2021-07-14 session was led by Battery / EV, with an average change of 8.52% and all 5 stocks higher. It was the only theme on a 2-day streak.
Cosmo Advanced Materials & Technology led that group with a 15.23% gain, the largest move in the data. DaejooElectronicMaterials added 11.09%.
Elsewhere, Remote Work & Smart Work averaged 8.39% and Summer Season 8.06%. Smart Grid returned after a gap of 299 days, with an average change of 6.46%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery / EV | 2 days running | +8.5% | 5/5 | Cosmo Advanced Materials & Technology |
| 2 | Remote Work & Smart Work | recurred after 2 days | +8.4% | 2/2 | RingNet |
| 3 | Summer Season | recurred after 2 days | +8.1% | 4/4 | Taekyung Chemical |
| 4 | Smart Grid | recurred after 299 days | +6.5% | 3/3 | Omnisystem |
| 5 | Digital Health & Telehealth | recurred after 2 days | +5.8% | 3/3 | GC MediAI |
| 6 | COVID (Negative-Pressure Wards & Ambulances) | recurred after 5 days | +5.1% | 2/2 | Autech |
| 7 | Carbon Emission Credits | recurred after 2 days | +4.3% | 3/3 | Ecopro HN |
| 8 | COVID (Diagnostics, Treatments, Vaccines) | recurred after 5 days | +3.9% | 3/3 | Boditech Med |
Theme by Theme
1. Battery / EV (2 days running)
- Episode: started 2021-07-13, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmo Advanced Materials & Technology 005070 | +15.2% | 36,994 | ★ |
DaejooElectronicMaterials 078600 | +11.1% | 57,100 | |
Ecopro BM 247540 | +5.8% | 60,436 | |
Lotte Energy Materials 020150 | +5.4% | 75,700 | |
Sang-a Frontec 089980 | +5.0% | 50,400 |
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2. Remote Work & Smart Work (recurred after 2 days)
- Episode: started 2021-07-14, day 1
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3. Summer Season (recurred after 2 days)
- Episode: started 2021-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Winia 071460 | +9.7% | 5,340 | |
Taekyung Chemical 006890 | +8.4% | 20,000 | ★ |
Paseco 037070 | +8.0% | 16,660 | |
Shinil Electronics 002700 | +6.2% | 2,210 |
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4. Smart Grid (recurred after 299 days)
- Episode: started 2021-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS ELECTRIC 010120 | +7.8% | 12,120 | |
Omnisystem 057540 | +7.0% | 2,702 | ★ |
I&C Technology 052860 | +4.5% | 4,890 |
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- 옴니시스템 주가 11%↑…‘세계 스마트시티’ 시장 본격 진출 소식 영향? — 아주경제 (Korean)
5. Digital Health & Telehealth (recurred after 2 days)
- Episode: started 2021-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GC MediAI 032620 | +9.3% | 10,000 | ★ |
NanoenTek 039860 | +4.4% | 9,550 | |
BITComputer 032850 | +3.9% | 12,100 |
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6. COVID (Negative-Pressure Wards & Ambulances) (recurred after 5 days)
- Episode: started 2021-07-14, day 1
7. Carbon Emission Credits (recurred after 2 days)
- Episode: started 2021-07-14, day 1
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8. COVID (Diagnostics, Treatments, Vaccines) (recurred after 5 days)
- Episode: started 2021-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Boditech Med 206640 | +5.1% | 24,700 | ★ |
Humasis 205470 | +4.3% | 31,985 | |
Seegene 096530 | +2.4% | 85,800 |
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Closing Thoughts
The first thing to follow is whether Battery / EV extends its 2-day streak. The other seven themes are one-day returns, and the next session will show whether their moves hold.
COVID-19 themes returned after a 5-day gap, with Boditech Med up 5.11% on news of a rapid antigen kit approval. Smart Grid headlines cited a single-digit power reserve ratio.