Jun 29: 4 Strong Themes — Rare Earths & Rare Metals, Graphene

June 29, 2020 · #Rare Earths & Rare Metals #Graphene #5G / Telecom Equipment #COVID (Diagnostics, Treatments, Vaccines)

4 strong themes — 2 running · 2 recurred. Top: Rare Earths & Rare Metals +11.8%.

Strong themes4 Top change+11.8% LeaderCenotec

Average change by strong theme

Average change of member stocks, by theme · descending
Rare Earths & Rare Metals
+11.8%
Graphene
+10.9%
5G / Telecom Equipment
+7.7%
COVID (Diagnostics, Treatments, Vaccines)
+7.2%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Rare Earths & Rare MetalsCenotec+13.80%
GrapheneChina Crystal New Material Holdings+29.78%
5G / Telecom EquipmentInno Instrument+7.99%
COVID (Diagnostics, Treatments, Vaccines)Shinil Pharmaceutical+13.10%

On Jun 29, all four strong themes finished with every stock in the green. Rare Earths & Rare Metals led with an average change of 11.82%, marking a 3-session streak.

Graphene returned after a 49-day gap with an average change of 10.94%. China Crystal New Material Holdings jumped 29.78%, the largest move in the data, on graphene-related M&A news.

5G / Telecom Equipment averaged 7.72% in a second straight session. COVID (Diagnostics, Treatments, Vaccines) returned after 7 days, led by Shinil Pharmaceutical at 13.1%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Rare Earths & Rare Metals3 days running+11.8%3/3Cenotec
2Graphenerecurred after 49 days+10.9%4/4China Crystal New Material Holdings
35G / Telecom Equipment2 days running+7.7%4/4Inno Instrument
4COVID (Diagnostics, Treatments, Vaccines)recurred after 7 days+7.2%4/4Shinil Pharmaceutical

Theme by Theme

1. Rare Earths & Rare Metals (3 days running)

StockChangeCloseLeader
Cenotec 222420+13.8%2,845★
Tplex 081150+13.0%3,900
Union Materials 047400+8.6%4,030

2. Graphene (recurred after 49 days)

StockChangeCloseLeader
China Crystal New Material Holdings 900250+29.8%7,073★
DY Deokyang 024900+9.4%1,390
Enplus 074610+3.5%64,900
Dasan Solueta 154040+1.0%2,450

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3. 5G / Telecom Equipment (2 days running)

StockChangeCloseLeader
Solid 050890+9.1%5,711
Seojin System 178320+8.4%15,845
Inno Instrument 215790+8.0%1,690★
OE Solutions 138080+5.4%46,750

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4. COVID (Diagnostics, Treatments, Vaccines) (recurred after 7 days)

StockChangeCloseLeader
Shinil Pharmaceutical 012790+13.1%13,802★
LigaChem Biosciences 141080+8.3%60,300
Humasis 205470+3.9%14,155
Genematrix 109820+3.7%15,400

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Closing Thoughts

The next sessions will show whether Rare Earths & Rare Metals extends its 3-session streak. Cenotec led the group with a 13.8% rise on volume of 51881250 shares.

Graphene and COVID (Diagnostics, Treatments, Vaccines) both reappeared as 1-day episodes. A second session would show whether either one builds a streak.