Jun 4: 6 Strong Themes — Drones, Japan Export Curbs (Localization) / Japan Boycott Beneficiaries
6 strong themes — 6 recurred. Top: Drones +28.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Drones | PC Direct | +29.95% | |
| Japan Export Curbs (Localization) / Japan Boycott Beneficiaries | Shinsung Tongsang | +30.00% | - |
| Masks | Welcron | +16.85% | |
| Rare Earths & Rare Metals | Cenotec | +8.03% | |
| Semiconductors | Fine Semitech | +4.81% | |
| EV / Battery | Ecopro | +13.42% |
On Jun 4, six themes rallied and every listed stock in them closed higher. Drones led with an average change of 28.4%, and all 4 of its stocks rose.
Shinsung Tongsang gained 30.0% to lead Japan Export Curbs (Localization) / Japan Boycott Beneficiaries. That theme posted an average change of 13.88% across 6 stocks.
Masks posted an average change of 8.56%, led by Welcron at 16.85%. Rare Earths & Rare Metals, Semiconductors and EV / Battery followed at 6.85%, 6.61% and 6.5%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Drones | recurred after 231 days | +28.4% | 4/4 | PC Direct |
| 2 | Japan Export Curbs (Localization) / Japan Boycott Beneficiaries | recurred after 2 days | +13.9% | 6/6 | Shinsung Tongsang |
| 3 | Masks | recurred after 22 days | +8.6% | 4/4 | Welcron |
| 4 | Rare Earths & Rare Metals | recurred after 6 days | +6.8% | 3/3 | Cenotec |
| 5 | Semiconductors | recurred after 3 days | +6.6% | 4/4 | Fine Semitech |
| 6 | EV / Battery | recurred after 22 days | +6.5% | 5/5 | Ecopro |
Theme by Theme
1. Drones (recurred after 231 days)
- Episode: started 2020-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PC Direct 051380 | +29.9% | 5,250 | ★ |
JCH Systems 033320 | +29.9% | 6,170 | |
Gis 306620 | +29.8% | 2,505 | |
Kisan Telecom 035460 | +24.0% | 3,335 |
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2. Japan Export Curbs (Localization) / Japan Boycott Beneficiaries (recurred after 2 days)
- Episode: started 2020-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung Tongsang 005390 | +30.0% | 1,885 | ★ |
TBH Global 084870 | +14.9% | 2,200 | |
Monami 005360 | +14.3% | 5,310 | |
Ilji Technology 019540 | +11.9% | 3,585 | |
Vivien 002070 | +6.2% | 6,457 | |
APS Innovation 079810 | +6.0% | 5,231 |
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3. Masks (recurred after 22 days)
- Episode: started 2020-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Welcron 065950 | +16.9% | 7,490 | ★ |
SBW 102280 | +7.8% | 9,220 | |
DongKookPharmaceutical 086450 | +6.2% | 22,462 | |
KPM Tech 042040 | +3.3% | 64,806 |
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4. Rare Earths & Rare Metals (recurred after 6 days)
- Episode: started 2020-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cenotec 222420 | +8.0% | 2,220 | ★ |
Tplex 081150 | +7.6% | 3,960 | |
Daewon Chemical 024890 | +4.9% | 9,075 |
5. Semiconductors (recurred after 3 days)
- Episode: started 2020-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Intekplus 064290 | +9.4% | 10,600 | |
EugeneTechnology 084370 | +7.2% | 23,000 | |
Hansol Chemical 014680 | +5.0% | 115,000 | |
Fine Semitech 036810 | +4.8% | 16,073 | ★ |
6. EV / Battery (recurred after 22 days)
- Episode: started 2020-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecopro 086520 | +13.4% | 4,032 | ★ |
Cosmo Advanced Materials & Technology 005070 | +8.5% | 13,286 | |
LG Chem 051910 | +4.2% | 417,500 | |
Samjin LND 054090 | +4.2% | 2,870 | |
KEC 092220 | +2.2% | 3,935 |
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Closing Thoughts
All six themes were recurrences with a streak of 1, so each move is only one session old. Drones came back after a gap of 231 days, the longest in the set.
In EV / Battery, Ecopro rose 13.42% and LG Chem added 4.24%. The next sessions will show whether any of these one-day episodes runs past its first day.