May 31: 7 Strong Themes — Political Ties (Lee Jun-seok), 5G / Telecom Equipment
7 strong themes — 5 recurred · 2 new. Top: Political Ties (Lee Jun-seok) +20.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Lee Jun-seok) | NextEye | +30.00% | |
| 5G / Telecom Equipment | Ace Technologies | +11.84% | |
| Travel / Department Stores / Casinos / Duty Free / Film / Beauty & Cosmetics / Retail Distribution | Daegu Department Store | +13.45% | |
| Music & Recordings / Music & Entertainment | SM Culture & Contents | +15.35% | |
| Carbon Emission Credits | Green Chemical | +9.13% | |
| Advertising | Cheil Worldwide | +7.69% | |
| Food | Hitejinro Holdings | +6.93% |
On 2021-05-31, Political Ties (Lee Jun-seok) led the strong themes with an average change of 20.16%. All 5 of its stocks rose, and leader NextEye gained 30.0%.
5G / Telecom Equipment returned after a 68-day gap with an average change of 8.96%. All 4 of its stocks rose, led by Ace Technologies at 11.84%.
The Travel / Department Stores / Casinos / Duty Free / Film / Beauty & Cosmetics / Retail Distribution theme averaged 7.01%, led by Daegu Department Store at 13.45%. In Music & Recordings / Music & Entertainment, SM Culture & Contents rose 15.35%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jun-seok) | new | +20.2% | 5/5 | NextEye |
| 2 | 5G / Telecom Equipment | recurred after 68 days | +9.0% | 4/4 | Ace Technologies |
| 3 | Travel / Department Stores / Casinos / Duty Free / Film / Beauty & Cosmetics / Retail Distribution | new | +7.0% | 8/8 | Daegu Department Store |
| 4 | Music & Recordings / Music & Entertainment | recurred after 333 days | +5.6% | 6/6 | SM Culture & Contents |
| 5 | Carbon Emission Credits | recurred after 52 days | +4.6% | 3/3 | Green Chemical |
| 6 | Advertising | recurred after 2160 days | +4.5% | 3/3 | Cheil Worldwide |
| 7 | Food | recurred after 6 days | +4.5% | 4/4 | Hitejinro Holdings |
Theme by Theme
1. Political Ties (Lee Jun-seok) (new)
- Episode: started 2021-05-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NextEye 137940 | +30.0% | 24,700 | ★ |
SAMBO Industrial 009620 | +29.9% | 14,492 | |
YBM Net 057030 | +22.2% | 9,410 | |
Daesung Private Equity 027830 | +10.3% | 4,306 | |
BK Holdings 050090 | +8.4% | 1,350 |
Related news
- ‘젊은피’ 이준석 뜨자 관련주 폭등… 정치인테마주 열풍 — 세계일보 (Korean)
2. 5G / Telecom Equipment (recurred after 68 days)
- Episode: started 2021-05-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ace Technologies 088800 | +11.8% | 46,379 | ★ |
OE Solutions 138080 | +9.1% | 43,750 | |
KMW 032500 | +7.9% | 54,500 | |
HFR 230240 | +7.0% | 23,000 |
Related news
- [특징주] 통신주 가니 통신장비주도 상승세…에이스테크·케이엠더블유 7%↑ — 서울경제 (Korean)
- [장중수급포착] 에이스테크, 기관 20.10만 주 대량 순매수… 주가 +10.86% — 뉴스핌 (Korean)
3. Travel / Department Stores / Casinos / Duty Free / Film / Beauty & Cosmetics / Retail Distribution (new)
- Episode: started 2021-05-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daegu Department Store 006370 | +13.4% | 13,500 | ★ |
CLIO Cosmetics 237880 | +10.9% | 27,500 | |
CJ CGV 079160 | +7.7% | 23,371 | |
Global Tax Free 204620 | +7.2% | 3,460 | |
Lotte Tour Development 032350 | +7.0% | 22,100 | |
Hotel Shilla 008770 | +4.2% | 101,500 | |
Able C&C 078520 | +3.4% | 9,030 | |
Shinsegae 004170 | +2.1% | 321,500 |
Related news
- 대구백화점 주가 19%↑…본점 휴점 한 달 앞두고 강세 — 아주경제 (Korean)
- ‘본점’ 영업종료 앞둔 대구백화점, 소문따라 주가 롤러코스터 — 대구일보 (Korean)
4. Music & Recordings / Music & Entertainment (recurred after 333 days)
- Episode: started 2021-05-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SM Culture & Contents 048550 | +15.3% | 2,780 | ★ |
ContentreeJoongAng 036420 | +7.5% | 57,000 | |
JYP Entertainment 035900 | +3.5% | 39,600 | |
YG Entertainment 122870 | +3.0% | 50,900 | |
SM Entertainment 041510 | +2.3% | 43,700 | |
Hybe 352820 | +1.5% | 265,000 |
Related news
- [특징주]SM C&C, 네이버·카카오 동영상 경쟁력 강화 위한 포석 — 아시아경제 (Korean)
5. Carbon Emission Credits (recurred after 52 days)
- Episode: started 2021-05-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Green Chemical 083420 | +9.1% | 13,150 | ★ |
EcoSimplex 038870 | +2.4% | 8,420 | |
Hansol HomeDeco 025750 | +2.3% | 10,975 |
Related news
- [특징주]탄소배출권 관련 테마주 상승세…휴켐스·그린케미칼 등 ↑ — 아시아경제 (Korean)
6. Advertising (recurred after 2160 days)
- Episode: started 2021-05-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cheil Worldwide 030000 | +7.7% | 25,900 | ★ |
Innocean Worldwide 214320 | +3.4% | 33,550 | |
kt nasmedia 089600 | +2.5% | 33,777 |
Related news
- 경기 풀리고 광고 기지개켜니 제일기획 이노션 방긋 — 매일경제 (Korean)
7. Food (recurred after 6 days)
- Episode: started 2021-05-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hitejinro Holdings 000140 | +6.9% | 19,300 | ★ |
CJ Freshway 051500 | +4.0% | 32,600 | |
Pulmuone Corporate 017810 | +3.6% | 21,700 | |
CJ Cheiljedang 097950 | +3.4% | 488,500 |
Related news
- [장중수급포착] 하이트진로홀딩스, 외국인/기관 동시 순매수… 주가 +7.76% — 뉴스핌 (Korean)
Closing Thoughts
Every theme had a streak of 1, so each run began on 2021-05-31. Whether the gains carry into the next session is the open question. Food already shows an episode running to 2021-06-01.
Carbon Emission Credits (4.63%) and Advertising (4.53%) also came back, the latter after a 2160-day gap. The next thing to track is whether these returning themes hold up.