Jul 8: 2 Strong Themes — Defense & War, EV / Battery
2 strong themes — 1 running · 1 recurred. Top: Defense & War +16.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Defense & War | Victek | +25.19% | |
| EV / Battery | KEC | +21.29% |
Two themes led the Jul 8 session. Defense & War returned after a 17-day gap with an average change of 16.62%, and all 3 of its stocks rose.
Victek led the group, up 25.19% to close at 3330. A same-day Korean news report linked the jump to the decision to deploy THAAD on the Korean peninsula.
EV / Battery extended its run to a second day, with an average change of 8.53% and all 6 stocks higher. KEC led the theme with a gain of 21.29%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Defense & War | recurred after 17 days | +16.6% | 3/3 | Victek |
| 2 | EV / Battery | 2 days running | +8.5% | 6/6 | KEC |
Theme by Theme
1. Defense & War (recurred after 17 days)
- Episode: started 2016-07-08, day 1
Related news
- 한반도 사드 배치 결정에 방위산업 관련주 급등 — 파이낸셜뉴스 (Korean)
- 사드 배치 결정 논란, “중국소비주 울고 방위산업주 웃는다” — 브레이크뉴스 (Korean)
2. EV / Battery (2 days running)
- Episode: started 2016-07-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KEC 092220 | +21.3% | 5,810 | ★ |
Wonik Pne 131390 | +10.1% | 7,330 | |
Nuin Tek 012340 | +5.6% | 19,949 | |
L&F 066970 | +5.6% | 10,523 | |
Sang-a Frontec 089980 | +4.5% | 10,450 | |
Soosung Webtoon 084180 | +4.2% | 12,990 |
Closing Thoughts
For Defense & War, the next question is whether a one-day episode turns into a streak. The move came on heavy volume, with Victek trading 40095274 shares.
EV / Battery now has a 2-day streak, so the next test is whether that breadth holds. The data includes no news for this theme, so it doesn’t show what drove the rise.