Jun 1: 8 Strong Themes — E-Bikes, Japan Boycott Beneficiaries
8 strong themes — 7 recurred · 1 new. Top: E-Bikes +20.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| E-Bikes | Samchuly Bicycle | +29.79% | |
| Japan Boycott Beneficiaries | Monami | +25.70% | |
| Remodeling & Interiors | Sammok S-form | +13.48% | |
| Telecom Equipment | WaveElectronics | +19.55% | |
| Semiconductors | Fine Semitech | +20.00% | |
| Japan Export Curbs (Localization) | INNOX Advanced Materials | +13.00% | |
| Shipbuilding | Hanwha Ocean | +9.86% | |
| Energy Storage (ESS) | Shinsung E&g | +12.24% |
On 2020-06-01, eight themes rallied, with every listed stock closing higher. E-Bikes led with an average change of 20.68% on its first appearance.
Samchuly Bicycle led that group with a 29.79% gain, while Alton added 28.13%. News on the day cited strong first-quarter e-bike sales.
Japan Boycott Beneficiaries returned after 87 days with an average change of 16.85%. Monami rose 25.7% as news linked the move to boycotts of Japanese goods.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | E-Bikes | new | +20.7% | 3/3 | Samchuly Bicycle |
| 2 | Japan Boycott Beneficiaries | recurred after 87 days | +16.9% | 3/3 | Monami |
| 3 | Remodeling & Interiors | recurred after 529 days | +10.5% | 3/3 | Sammok S-form |
| 4 | Telecom Equipment | recurred after 46 days | +10.3% | 4/4 | WaveElectronics |
| 5 | Semiconductors | recurred after 11 days | +9.6% | 7/7 | Fine Semitech |
| 6 | Japan Export Curbs (Localization) | recurred after 110 days | +8.9% | 3/3 | INNOX Advanced Materials |
| 7 | Shipbuilding | recurred after 5 days | +6.6% | 2/2 | Hanwha Ocean |
| 8 | Energy Storage (ESS) | recurred after 1467 days | +6.1% | 4/4 | Shinsung E&g |
Theme by Theme
1. E-Bikes (new)
- Episode: started 2020-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samchuly Bicycle 024950 | +29.8% | 12,405 | ★ |
Alton 123750 | +28.1% | 3,735 | |
SPG 058610 | +4.1% | 6,300 |
Related news
- [특징주]삼천리자전거, 1Q 전기자전거 판매 호조에 ‘上’ — 이데일리 (Korean)
- [특징주] 삼천리자전거, ‘언택트 수혜’ 전기자전거 판매 증가 소식에 ‘급등’ — 이투데이 (Korean)
- 삼천리 전기자전거 ‘씽씽’…1분기 판매 34%↑ — 한국경제 (Korean)
2. Japan Boycott Beneficiaries (recurred after 87 days)
- Episode: started 2020-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Monami 005360 | +25.7% | 4,500 | ★ |
Shinsung Tongsang 005390 | +13.2% | 1,540 | |
TBH Global 084870 | +11.6% | 2,020 |
Related news
- 모나미·신성통상(탑텐) 주가 급등 왜?…“일본 제품 불매운동 영향” — 세계일보 (Korean)
- [이시각 상한가] 모나미(▲1070) - 1일 오후 14시49분 — 이투데이 (Korean)
- [특징주]日수출제한 관련 정부 대응 임박… 모나미 등 급등 — 서울경제 (Korean)
3. Remodeling & Interiors (recurred after 529 days)
- Episode: started 2020-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sammok S-form 018310 | +13.5% | 8,420 | ★ |
Eagon Industrial 008250 | +10.3% | 8,230 | |
KCC Glass 344820 | +7.7% | 33,050 |
4. Telecom Equipment (recurred after 46 days)
- Episode: started 2020-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
WaveElectronics 095270 | +19.6% | 10,314 | ★ |
Mercury 100590 | +11.2% | 11,400 | |
Wiable 065530 | +6.0% | 5,800 | |
Ace Technologies 088800 | +4.5% | 24,225 |
Related news
- [장중수급포착] 웨이브일렉트로, 외국인 45,872주 대량 순매수… 주가 +17.96% — 뉴스핌 (Korean)
5. Semiconductors (recurred after 11 days)
- Episode: started 2020-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +20.0% | 15,335 | ★ |
INNOX Advanced Materials 272290 | +13.0% | 20,504 | |
Shinsung E&g 011930 | +12.2% | 13,750 | |
LX Semicon 108320 | +10.8% | 40,950 | |
DB HiTek 000990 | +7.3% | 30,700 | |
SK hynix 000660 | +2.6% | 83,600 | |
Samsung Electronics 005930 | +1.0% | 51,200 |
Related news
- [장중수급포착] 에프에스티, 외국인 94,847주 대량 순매수… 주가 +13.08% — 뉴스핌 (Korean)
6. Japan Export Curbs (Localization) (recurred after 110 days)
- Episode: started 2020-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
INNOX Advanced Materials 272290 | +13.0% | 20,504 | ★ |
Ilji Technology 019540 | +8.5% | 3,330 | |
Samryoong 014970 | +5.2% | 8,240 |
Related news
- [장중수급포착] 이녹스첨단소재, 외국인 59,131주 대량 순매수… 주가 +8.45% — 뉴스핌 (Korean)
7. Shipbuilding (recurred after 5 days)
- Episode: started 2020-06-01, day 1
8. Energy Storage (ESS) (recurred after 1467 days)
- Episode: started 2020-06-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung E&g 011930 | +12.2% | 13,750 | ★ |
Samjin LND 054090 | +6.9% | 2,875 | |
People & Technology 137400 | +3.3% | 12,500 | |
Samsung SDI 006400 | +1.9% | 358,326 |
Closing Thoughts
Every theme had a streak of 1, so none had run past a single session. Energy Storage (ESS) came back after a gap of 1467 days, the longest gap in the set.
Semiconductors was the broadest theme, with all 7 stocks up and an average change of 9.57%. Fine Semitech led at 20.0%, while Samsung Electronics added 0.99%.