Jul 16: 6 Strong Themes — Beauty & Cosmetics, Wind / Solar
6 strong themes — 4 recurred · 2 new. Top: Beauty & Cosmetics +14.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Beauty & Cosmetics | Kolmar Holdings | +24.20% | |
| Wind / Solar | SK D&D | +17.06% | |
| Political Ties (Lee Jae-myung) | Atec | +8.75% | |
| Battery / EV | Chemtros | +20.97% | |
| Securities Brokers | Daol Investment & Securities | +3.31% | |
| Airlines & Low-Cost Carriers / Travel / Duty Free | Jin Air | +3.45% |
On 2020-07-16, Beauty & Cosmetics led the strong themes with an average change of 14.71%. All 4 of its stocks rose, headed by Kolmar Holdings at 24.2%.
New theme Wind / Solar followed with an average of 11.83%, led by SK D&D at 17.06%. Battery / EV averaged 9.58%, with Chemtros up 20.97%.
Beauty & Cosmetics returned after a 14-day gap, and Political Ties (Lee Jae-myung) averaged 9.93%. Airlines & Low-Cost Carriers / Travel / Duty Free was new, with all 5 stocks up for an average of 3.13%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 14 days | +14.7% | 4/4 | Kolmar Holdings |
| 2 | Wind / Solar | new | +11.8% | 4/4 | SK D&D |
| 3 | Political Ties (Lee Jae-myung) | recurred after 2 days | +9.9% | 4/4 | Atec |
| 4 | Battery / EV | recurred after 9 days | +9.6% | 4/5 | Chemtros |
| 5 | Securities Brokers | recurred after 3 days | +3.8% | 3/3 | Daol Investment & Securities |
| 6 | Airlines & Low-Cost Carriers / Travel / Duty Free | new | +3.1% | 5/5 | Jin Air |
Theme by Theme
1. Beauty & Cosmetics (recurred after 14 days)
- Episode: started 2020-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kolmar Holdings 024720 | +24.2% | 15,411 | ★ |
It’s Hanbul 226320 | +17.3% | 23,050 | |
Cosmecca Korea 241710 | +9.1% | 13,750 | |
CHA AI Healthkare 025620 | +8.2% | 45,542 |
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2. Wind / Solar (new)
- Episode: started 2020-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK D&D 210980 | +17.1% | 18,080 | ★ |
HD Hyundai Energy Solutions 322000 | +11.2% | 30,350 | |
SK oceanplant 100090 | +11.1% | 6,200 | |
CS Wind 112610 | +8.0% | 27,568 |
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3. Political Ties (Lee Jae-myung) (recurred after 2 days)
- Episode: started 2020-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
FreeMs 053160 | +14.8% | 8,170 | |
Jungdawn 208140 | +11.8% | 2,417 | |
Atec 045660 | +8.8% | 23,000 | ★ |
Total Soft Bank 045340 | +4.4% | 3,930 |
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4. Battery / EV (recurred after 9 days)
- Episode: started 2020-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chemtros 220260 | +21.0% | 4,095 | ★ |
Cosmo Advanced Materials & Technology 005070 | +8.8% | 14,125 | |
Apam 073070 | +4.7% | 2,140 | |
Sangsinenergydisplayprecision 091580 | +4.0% | 9,430 | |
SFA Nexel 222080 | - | - |
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5. Securities Brokers (recurred after 3 days)
- Episode: started 2020-07-16, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Securities 078020 | +4.2% | 5,000 | |
Korea Investment Holdings 071050 | +3.8% | 47,750 | |
Daol Investment & Securities 030210 | +3.3% | 2,500 | ★ |
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6. Airlines & Low-Cost Carriers / Travel / Duty Free (new)
- Episode: started 2020-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korean Air Lines 003490 | +4.0% | 14,112 | |
Jin Air 272450 | +3.5% | 9,121 | ★ |
Modetournetwork 080160 | +3.3% | 10,950 | |
Hanatour Service 039130 | +2.8% | 37,950 | |
Hotel Shilla 008770 | +2.1% | 72,000 |
Closing Thoughts
Most themes logged a 1-day episode, so the next session will show whether any of them continue. Securities Brokers is the exception, with an episode running to 2020-07-17.
Volume is another thread. Chemtros traded 33952747 shares and Atec 30030585. Jungdawn traded 22353911 shares within Political Ties (Lee Jae-myung).