Jun 17: 7 Strong Themes — Systems Integration (SI), Political Ties (Lee Jae-myung)
7 strong themes — 6 recurred · 1 new. Top: Systems Integration (SI) +20.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Systems Integration (SI) | Zungwon En-sys | +29.91% | |
| Political Ties (Lee Jae-myung) | Cas | +22.36% | |
| 5G / Telecom Equipment | Korea Advanced Materials | +16.83% | |
| Coupang | KL-Net | +18.08% | |
| Medical Devices / Dental Care & Implants | L&K Biomed | +8.89% | |
| Semiconductors | Tokai Carbon Korea | +5.83% | |
| Battery / EV | Rothwell International | +5.36% |
Seven strong themes closed higher on 2021-06-17, and every listed stock in them rose. Systems Integration (SI) led with an average change of 20.63%, appearing as a new theme.
Within that theme, Zungwon En-sys rose 29.91% and Bitplanet rose 29.67%. Political Ties (Lee Jae-myung) returned after a 7-day gap with an average change of 10.09%, and Cas rose 22.36%.
5G / Telecom Equipment had an average change of 7.28%, with all 6 stocks higher and Korea Advanced Materials up 16.83%. Coupang followed at 7.07%, led by KL-Net at 18.08%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Systems Integration (SI) | new | +20.6% | 4/4 | Zungwon En-sys |
| 2 | Political Ties (Lee Jae-myung) | recurred after 7 days | +10.1% | 3/3 | Cas |
| 3 | 5G / Telecom Equipment | recurred after 14 days | +7.3% | 6/6 | Korea Advanced Materials |
| 4 | Coupang | recurred after 30 days | +7.1% | 4/4 | KL-Net |
| 5 | Medical Devices / Dental Care & Implants | recurred after 23 days | +5.8% | 5/5 | L&K Biomed |
| 6 | Semiconductors | recurred after 7 days | +4.9% | 4/4 | Tokai Carbon Korea |
| 7 | Battery / EV | recurred after 2 days | +4.3% | 4/4 | Rothwell International |
Theme by Theme
1. Systems Integration (SI) (new)
- Episode: started 2021-06-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Zungwon En-sys 045510 | +29.9% | 3,540 | ★ |
Bitplanet 049470 | +29.7% | 6,425 | |
SGA Solutions 184230 | +12.6% | 9,060 | |
Itcenentec 010280 | +10.4% | 6,380 |
Related news
- SGA 주가 26%↑…중소SI 수혜 기대감에 상승 — 아주경제 (Korean)
2. Political Ties (Lee Jae-myung) (recurred after 7 days)
- Episode: started 2021-06-17, day 1
Related news
- 카스 ‘주가 11.82%↑’···김경수 도지사 만난 이재명 관련주로 주목 — 아주경제 (Korean)
- [장중수급포착] 카스, 외국인 19.90만 주 대량 순매수… 주가 +12.36% — 뉴스핌 (Korean)
3. 5G / Telecom Equipment (recurred after 14 days)
- Episode: started 2021-06-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Advanced Materials 062970 | +16.8% | 3,874 | ★ |
DASAN Networks 039560 | +5.7% | 11,200 | |
Solid 050890 | +5.6% | 7,320 | |
RF Materials 327260 | +5.3% | 7,891 | |
Ace Technologies 088800 | +5.3% | 49,106 | |
RFHIC 218410 | +5.1% | 40,450 |
Related news
- 5G 장비주, 턴어라운드 기대에 동반 강세 — 한국경제 (Korean)
- RFHIC·다산네트웍스…반등 나선 5G장비주 — 한국경제 (Korean)
4. Coupang (recurred after 30 days)
- Episode: started 2021-06-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KL-Net 039420 | +18.1% | 4,800 | ★ |
NBT 236810 | +4.1% | 13,325 | |
ESR Kendall Square REIT 365550 | +3.5% | 7,620 | |
Hyungkuk F&B 189980 | +2.6% | 4,095 |
Related news
- [이시각 상한가] 케이엘넷(▲1215) - 17일 오후 14시32분 — 이투데이 (Korean)
5. Medical Devices / Dental Care & Implants (recurred after 23 days)
- Episode: started 2021-06-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
L&K Biomed 156100 | +8.9% | 22,059 | ★ |
Ray 228670 | +6.2% | 34,450 | |
Osstemimplant 048260 | +6.1% | 903,040 | |
Dentis 261200 | +5.4% | 14,600 | |
Classys 214150 | +2.5% | 18,500 |
Related news
- 엘앤케이바이오 ‘주가 7.61%↑’···핵심기술 특허 등록에 연속 상승세 — 아주경제 (Korean)
6. Semiconductors (recurred after 7 days)
- Episode: started 2021-06-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
GlobalStandardTechnology 083450 | +6.2% | 13,706 | |
Tokai Carbon Korea 064760 | +5.8% | 205,100 | ★ |
HanaMicron 067310 | +4.5% | 11,060 | |
INNOX Advanced Materials 272290 | +3.1% | 33,350 |
Related news
- 티씨케이 주가 3%↑…“반도체 소모품 매출 늘어날 것” 전망에 상승세 — 아주경제 (Korean)
7. Battery / EV (recurred after 2 days)
- Episode: started 2021-06-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Rothwell International 900260 | +5.4% | 1,770 | ★ |
Ecopro BM 247540 | +4.6% | 50,281 | |
Cosmo Advanced Materials & Technology 005070 | +4.1% | 26,226 | |
LG Chem 051910 | +3.3% | 835,000 |
Closing Thoughts
Two themes, 5G / Telecom Equipment and Semiconductors, have episodes that run to 2021-06-18 in the data. The other five are recorded as one-day episodes.
Further down the list, Medical Devices / Dental Care & Implants averaged 5.81%, Semiconductors 4.92% and Battery / EV 4.35%. Later sessions will show whether Systems Integration (SI) comes back.