Jul 2: 8 Strong Themes — Vaccines, Diagnostics & Epidemic Control / African Swine Fever (ASF), Music & Recordings / Music & Entertainment
8 strong themes — 7 recurred · 1 new. Top: Vaccines, Diagnostics & Epidemic Control / African Swine Fever (ASF) +13.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Vaccines, Diagnostics & Epidemic Control / African Swine Fever (ASF) | Daesung Microbiological Labs | +29.69% | |
| Music & Recordings / Music & Entertainment | KT Genie Music | +15.25% | |
| Beauty & Cosmetics | It's Hanbul | +13.03% | |
| Games / Mobile Games | Webzen | +15.70% | |
| Travel | SM Culture & Contents | +8.36% | |
| Chicken (Poultry) | Maniker F&G | +4.81% | |
| Seafood & Fishing | Dongwon Industries | +2.79% | |
| Casinos | Paradise | +2.78% |
On Jul 2, Vaccines, Diagnostics & Epidemic Control / African Swine Fever (ASF) led the session with an average change of 13.38%, and all 4 of its stocks rose. Daesung Microbiological Labs led the theme with a 29.69% gain.
Music & Entertainment and games joined the rally. Music & Recordings / Music & Entertainment returned after a 36-day gap with an average change of 10.99%, and Games / Mobile Games averaged 10.11%.
Beauty & Cosmetics also returned, with an average change of 10.28%, led by It’s Hanbul at 13.03%. Every stock in all eight themes closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Vaccines, Diagnostics & Epidemic Control / African Swine Fever (ASF) | new | +13.4% | 4/4 | Daesung Microbiological Labs |
| 2 | Music & Recordings / Music & Entertainment | recurred after 36 days | +11.0% | 3/3 | KT Genie Music |
| 3 | Beauty & Cosmetics | recurred after 2 days | +10.3% | 3/3 | It’s Hanbul |
| 4 | Games / Mobile Games | recurred after 38 days | +10.1% | 5/5 | Webzen |
| 5 | Travel | recurred after 2 days | +5.8% | 2/2 | SM Culture & Contents |
| 6 | Chicken (Poultry) | recurred after 2 days | +4.8% | 1/1 | Maniker F&G |
| 7 | Seafood & Fishing | recurred after 2 days | +2.8% | 1/1 | Dongwon Industries |
| 8 | Casinos | recurred after 2 days | +2.7% | 2/2 | Paradise |
Theme by Theme
1. Vaccines, Diagnostics & Epidemic Control / African Swine Fever (ASF) (new)
- Episode: started 2020-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesung Microbiological Labs 036480 | +29.7% | 19,000 | ★ |
Chasys 033250 | +11.2% | 14,590 | |
Eagle Veterinary Technology 044960 | +6.4% | 8,300 | |
Daehan Nupharm 054670 | +6.2% | 12,000 |
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2. Music & Recordings / Music & Entertainment (recurred after 36 days)
- Episode: started 2020-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KT Genie Music 043610 | +15.2% | 3,515 | ★ |
SM Entertainment 041510 | +11.0% | 26,650 | |
Keyeast 054780 | +6.7% | 12,800 |
3. Beauty & Cosmetics (recurred after 2 days)
- Episode: started 2020-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
It’s Hanbul 226320 | +13.0% | 14,750 | ★ |
Leaders Cosmetics 016100 | +10.9% | 3,955 | |
Tonymoly 214420 | +6.9% | 9,785 |
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4. Games / Mobile Games (recurred after 38 days)
- Episode: started 2020-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Webzen 069080 | +15.7% | 28,000 | ★ |
Mgame 058630 | +11.0% | 4,750 | |
Netmarble 251270 | +9.2% | 106,000 | |
Com2us 078340 | +8.8% | 123,000 | |
Com2uS Holdings 063080 | +5.9% | 28,900 |
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5. Travel (recurred after 2 days)
- Episode: started 2020-07-02, day 1
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6. Chicken (Poultry) (recurred after 2 days)
- Episode: started 2020-07-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Maniker F&G 195500 | +4.8% | 9,321 | ★ |
7. Seafood & Fishing (recurred after 2 days)
- Episode: started 2020-07-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongwon Industries 006040 | +2.8% | 36,827 | ★ |
8. Casinos (recurred after 2 days)
- Episode: started 2020-07-02, day 1
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Closing Thoughts
Most themes ran as one-day episodes, and only Chicken (Poultry) has an episode extending to 2020-07-03. The open question is whether the other moves last beyond a single session.
Headlines focused on COVID-19 vaccine hopes. A Jul 1 piece linked gains in cosmetics, entertainment and casino stocks to a possible Hallyu-ban easing, while Casinos averaged a smaller 2.73%.