May 12: 7 Strong Themes — Dunamu, Animal Feed / Food
7 strong themes — 7 recurred. Top: Dunamu +14.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Dunamu | Atinum Investment | +29.88% | |
| Animal Feed / Food | Hantop | +29.84% | |
| Political Ties (Yoon Suk-yeol) | Wiz | +13.99% | |
| MSCI Inclusion | HMM | +7.21% | |
| Metaverse & VR | Sunic System | +5.28% | |
| Car Majors | Hyundai Wia | +6.43% | |
| Cold Chain Logistics | SeouLinBioscience | +2.70% |
Dunamu led the May 12 session with an average change of 14.62%, and all 4 stocks closed higher. Atinum Investment topped the group at 29.88%, while Woori Technology Investment added 14.53%.
Animal Feed / Food followed with an average change of 11.89%, with all 5 names up. Hantop gained 29.84%, as headlines pointed to expectations of rising grain prices.
Political Ties (Yoon Suk-yeol) averaged 9.4%, led by Wiz at 13.99%. MSCI Inclusion averaged 5.07%, with HMM up 7.21% on news of its MSCI inclusion.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Dunamu | recurred after 22 days | +14.6% | 4/4 | Atinum Investment |
| 2 | Animal Feed / Food | recurred after 344 days | +11.9% | 5/5 | Hantop |
| 3 | Political Ties (Yoon Suk-yeol) | recurred after 9 days | +9.4% | 3/3 | Wiz |
| 4 | MSCI Inclusion | recurred after 910 days | +5.1% | 2/2 | HMM |
| 5 | Metaverse & VR | recurred after 51 days | +3.5% | 3/3 | Sunic System |
| 6 | Car Majors | recurred after 92 days | +2.8% | 4/4 | Hyundai Wia |
| 7 | Cold Chain Logistics | recurred after 16 days | +2.2% | 3/3 | SeouLinBioscience |
Theme by Theme
1. Dunamu (recurred after 22 days)
- Episode: started 2021-05-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Atinum Investment 021080 | +29.9% | 6,650 | ★ |
Woori Technology Investment 041190 | +14.5% | 11,350 | |
Daesung Private Equity 027830 | +7.8% | 4,115 | |
DSC Investment 241520 | +6.2% | 6,470 |
Related news
- 에이티넘인베스트 주가 25%↑…“두나무, 투자기관에 보통주 전환 공문…상장 시그널” — 아주경제 (Korean)
- 대성창투 주가 11%↑…“두나무 우선주→보통주 전환 요청, 상장 본격화?” — 아주경제 (Korean)
- 우리기술투자 주가 오후 1시반 넘자 18%↑…두나무 상장 시그널에 ‘들썩’ — 아주경제 (Korean)
2. Animal Feed / Food (recurred after 344 days)
- Episode: started 2021-05-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hantop 002680 | +29.8% | 10,640 | ★ |
TS 001790 | +11.7% | 4,020 | |
Milae Bioresources 218150 | +7.1% | 5,730 | |
Hanil Feed 005860 | +6.6% | 2,430 | |
Sajodongaone 008040 | +4.2% | 1,475 |
Related news
- 곡물 가격 상승 전망에 사료株 급등…한탑 22%↑ — 한국경제 (Korean)
- 대한제당·한일사료 각 주가 14%·12%↑…“올 2분기 곡물가 더 오를 것” — 아주경제 (Korean)
3. Political Ties (Yoon Suk-yeol) (recurred after 9 days)
- Episode: started 2021-05-12, day 1
Related news
- 위즈코프 주가 14%↑…“美 송유관 해킹에 휘발유 가격 최고가 기록” — 아주경제 (Korean)
4. MSCI Inclusion (recurred after 910 days)
- Episode: started 2021-05-12, day 1
Related news
- HMM·녹십자, MSCI 편입 효과…“편출 종목 공매도 유의” — 이데일리 (Korean)
- ‘흠슬라’로 불리는 HMM…올해 주가 3배 뛰고 MSCI 편입 ‘대박’ — 머니투데이 (Korean)
- HMM, MSCI 편입에 52주 신고가 경신…“7100억원 유입 기대” — 머니투데이 (Korean)
5. Metaverse & VR (recurred after 51 days)
- Episode: started 2021-05-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sunic System 171090 | +5.3% | 13,950 | ★ |
KT Genie Music 043610 | +3.4% | 6,450 | |
Giantstep 289220 | +1.9% | 19,835 |
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- [특징주] 선익시스템, 8%대 상승세…메타버스 관련주로 주목 — 헤럴드경제 (Korean)
- 선익시스템, 메타버스 관련주로 장 초반 상승세 — 아주경제 (Korean)
- [마켓드라이브] ‘메타버스 대표주자’로블록스 폭등… 시사점은? — 머니투데이 (Korean)
6. Car Majors (recurred after 92 days)
- Episode: started 2021-05-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Wia 011210 | +6.4% | 77,800 | ★ |
HL Mando 204320 | +2.2% | 65,300 | |
Kia 000270 | +2.1% | 83,100 | |
Hyundai Motor 005380 | +0.4% | 227,500 |
Related news
- 전기차 라인 증설 수혜…현대위아 주가 6% 급등 — 매일경제 (Korean)
- 현대위아 주가 6%↑…“시스콘, 현대위아에 28억 규모 AMR 납품 공급계약 체결” — 아주경제 (Korean)
- [장중수급포착] 현대위아, 기관 5일 연속 순매수행진… 주가 +5.75% — 뉴스핌 (Korean)
7. Cold Chain Logistics (recurred after 16 days)
- Episode: started 2021-05-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SeouLinBioscience 038070 | +2.7% | 13,612 | ★ |
Daihan Scientific 131220 | +2.0% | 15,450 | |
ilShinbiobase 068330 | +1.8% | 4,728 |
Related news
- 서린바이오 주가 6%↑…정부, mRNA 백신 개발 박차 영향? — 아주경제 (Korean)
Closing Thoughts
Every theme came back on a streak of 1, after gaps of 9 to 910 days. The next sessions will show whether any of them lasts beyond a single day.
Every stock in every listed theme closed higher. At the softer end, Metaverse & VR averaged 3.51% and Car Majors 2.79%, well below the leaders at the top of the table.