Jul 16: 6 Strong Themes — Smart Grid, Summer Season
6 strong themes — 5 recurred · 1 new. Top: Smart Grid +17.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Smart Grid | Iljin Electric | +29.91% | |
| Summer Season | SCD | +14.93% | |
| Corrugated Board | Asia Paper Manufacturing | +8.54% | |
| Currency & ATM Systems (incl. CBDC) | Korea Computer Terminal | +5.95% | |
| Antiparasitic Drugs (Fenbendazole, Ivermectin) | Cheil Bio | +4.47% | - |
| Food | Sempio Foods Company | +2.81% |
Smart Grid led the Jul 16 session with an average change of 17.0%, as all 4 stocks rose. Iljin Electric jumped 29.91% and Omnisystem 24.59%.
Summer Season followed with an average change of 7.31%, led by SCD at 14.93%. Same-day headlines linked both themes to heatwave and blackout concerns.
Corrugated Board returned after a 221-day gap with an average change of 6.18%. Currency & ATM Systems (incl. CBDC) followed with an average change of 5.92%, all 4 stocks up.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Smart Grid | recurred after 2 days | +17.0% | 4/4 | Iljin Electric |
| 2 | Summer Season | recurred after 2 days | +7.3% | 4/4 | SCD |
| 3 | Corrugated Board | recurred after 221 days | +6.2% | 3/3 | Asia Paper Manufacturing |
| 4 | Currency & ATM Systems (incl. CBDC) | recurred after 10 days | +5.9% | 4/4 | Korea Computer Terminal |
| 5 | Antiparasitic Drugs (Fenbendazole, Ivermectin) | new | +2.6% | 3/3 | Cheil Bio |
| 6 | Food | recurred after 45 days | +2.5% | 3/3 | Sempio Foods Company |
Theme by Theme
1. Smart Grid (recurred after 2 days)
- Episode: started 2021-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Iljin Electric 103590 | +29.9% | 7,024 | ★ |
Omnisystem 057540 | +24.6% | 3,395 | |
PS Tec 002230 | +7.0% | 6,310 | |
NuriFlex 040160 | +6.6% | 11,350 |
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2. Summer Season (recurred after 2 days)
- Episode: started 2021-07-16, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
SCD 042110 | +14.9% | 2,925 | ★ |
Essen Tech 043340 | +6.0% | 2,990 | |
Winia 071460 | +4.5% | 5,610 | |
Paseco 037070 | +3.8% | 17,256 |
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3. Corrugated Board (recurred after 221 days)
- Episode: started 2021-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Asia Paper Manufacturing 002310 | +8.5% | 11,440 | ★ |
Shindaeyang Paper 016590 | +6.8% | 9,370 | |
DaelimPaper 017650 | +3.2% | 14,700 |
4. Currency & ATM Systems (incl. CBDC) (recurred after 10 days)
- Episode: started 2021-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Computer & Systems 115500 | +7.0% | 9,350 | |
Korea Computer Terminal 089150 | +6.0% | 9,970 | ★ |
Logisys 067730 | +5.4% | 10,750 | |
Hannet 052600 | +5.4% | 10,800 |
5. Antiparasitic Drugs (Fenbendazole, Ivermectin) (new)
- Episode: started 2021-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cheil Bio 052670 | +4.5% | 3,860 | ★ |
Shinpoong Pharmaceutical 019170 | +2.1% | 66,400 | |
Korea Arlico Pharm 260660 | +1.3% | 9,510 |
6. Food (recurred after 45 days)
- Episode: started 2021-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sempio Foods Company 248170 | +2.8% | 62,300 | ★ |
Samlip 005610 | +2.8% | 85,800 | |
Nongshim 004370 | +1.8% | 337,500 |
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Closing Thoughts
The Summer Season episode runs through Jul 19, while Smart Grid’s episode covers only Jul 16. The next sessions will show whether the heat-driven themes extend.
Antiparasitic Drugs (Fenbendazole, Ivermectin) appeared as a new theme with an average change of 2.63%, led by Cheil Bio at 4.47%. Food rounded out the list at an average change of 2.46%.