Jul 3: 7 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Electronic Payments

July 3, 2020 · #COVID (Diagnostics, Treatments, Vaccines) #Electronic Payments #Masks #Battery / EV #Education & E-Learning #Remote Work & Smart Work #Chicken (Poultry)

7 strong themes — 1 running · 6 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +10.1%.

Strong themes7 Top change+10.1% LeaderSeegene

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+10.1%
Electronic Payments
+6.5%
Masks
+5.8%
Battery / EV
+4.5%
Education & E-Learning
+3.7%
Remote Work & Smart Work
+3.5%
Chicken (Poultry)
+2.1%

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
COVID (Diagnostics, Treatments, Vaccines)Seegene+16.68%
Electronic PaymentsKG Financial+7.34%
MasksSBW+7.61%-
Battery / EVInzi Controls+10.26%
Education & E-LearningYBM Net+3.66%
Remote Work & Smart WorkDouzone Bizon+3.96%-
Chicken (Poultry)Cherrybro+3.11%

COVID (Diagnostics, Treatments, Vaccines) led the Jul 3 session with an average change of 10.07%. All 4 stocks in the theme closed higher, led by Seegene at 16.68%.

Electronic Payments came next with an average change of 6.49%, returning after a 23-day gap. KG Financial led at 7.34%, and all 3 stocks in the group rose.

Masks posted an average change of 5.82%. Battery / EV had an average change of 4.54%, with all 5 of its stocks up. Inzi Controls led that group at 10.26%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Diagnostics, Treatments, Vaccines)recurred after 4 days+10.1%4/4Seegene
2Electronic Paymentsrecurred after 23 days+6.5%3/3KG Financial
3Masksrecurred after 17 days+5.8%4/4SBW
4Battery / EVrecurred after 17 days+4.5%5/5Inzi Controls
5Education & E-Learningrecurred after 2 days+3.7%1/1YBM Net
6Remote Work & Smart Workrecurred after 36 days+3.5%2/2Douzone Bizon
7Chicken (Poultry)2 days running+2.1%4/4Cherrybro

Theme by Theme

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

StockChangeCloseLeader
Seegene 096530+16.7%66,439★
Humasis 205470+13.9%12,715
Optipharm 153710+5.0%19,850
Sugentech 253840+4.7%25,650

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2. Electronic Payments (recurred after 23 days)

StockChangeCloseLeader
KG Financial 046440+7.3%11,700★
Kginicis 035600+6.9%23,200
NHN KCP 060250+5.2%29,533

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3. Masks (recurred after 17 days)

StockChangeCloseLeader
SBW 102280+7.6%8,200★
KM 083550+6.7%14,583
Toptec Company 108230+5.2%19,350
Monalisa 012690+3.8%6,000

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4. Battery / EV (recurred after 17 days)

StockChangeCloseLeader
Inzi Controls 023800+10.3%5,210★
L&F 066970+4.2%33,470
Wonik Pne 131390+3.5%19,450
Samsung SDI 006400+2.6%373,011
LG Chem 051910+2.2%507,000

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5. Education & E-Learning (recurred after 2 days)

StockChangeCloseLeader
YBM Net 057030+3.7%8,790★

6. Remote Work & Smart Work (recurred after 36 days)

StockChangeCloseLeader
Douzone Bizon 012510+4.0%105,000★
Rsupport 131370+3.0%7,760

7. Chicken (Poultry) (2 days running)

StockChangeCloseLeader
Cherrybro 066360+3.1%2,288★
Foodnamoo 290720+3.0%12,948
Maniker 027740+1.3%8,850
Harim 136480+1.2%2,995

Closing Thoughts

Every theme but one came back after a gap. Chicken (Poultry) was the only theme extending a run, now at a streak of 2, with Cherrybro leading at 3.11%.

The Battery / EV episode runs from Jul 3 to Jul 7, a span of 5 days. Most other themes were one-day episodes, including Remote Work & Smart Work after a 36-day gap.