Jul 17: 6 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Water Resources
6 strong themes — 1 running · 4 recurred · 1 new. Top: COVID (Diagnostics, Treatments, Vaccines) +16.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | Genematrix | +27.61% | |
| Water Resources | Welcron Hantec | +29.91% | |
| System Semiconductors / Semiconductor Equipment, Materials & Components | Mi | +20.75% | |
| Securities Brokers | KIWOOM Securities | +9.34% | |
| Car Majors | Hyundai Motor | +6.82% | |
| MLCC (Multilayer Ceramic Capacitors) | RFsemiTechnologies | +3.37% |
On Jul 17, all six strong themes closed with every listed stock higher. COVID (Diagnostics, Treatments, Vaccines) led the session with an average change of 16.72%.
Water Resources returned after a 58-day gap with an average change of 16.22%. Welcron Hantec led the group with a 29.91% gain, the largest single move of the day.
The new theme System Semiconductors / Semiconductor Equipment, Materials & Components rose an average of 12.52% across 6 stocks. Mi led it with a 20.75% gain and also appeared in the COVID-19 group.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Diagnostics, Treatments, Vaccines) | recurred after 4 days | +16.7% | 4/4 | Genematrix |
| 2 | Water Resources | recurred after 58 days | +16.2% | 3/3 | Welcron Hantec |
| 3 | System Semiconductors / Semiconductor Equipment, Materials & Components | new | +12.5% | 6/6 | Mi |
| 4 | Securities Brokers | 2 days running | +5.4% | 4/4 | KIWOOM Securities |
| 5 | Car Majors | recurred after 39 days | +4.4% | 4/4 | Hyundai Motor |
| 6 | MLCC (Multilayer Ceramic Capacitors) | recurred after 225 days | +3.4% | 3/3 | RFsemiTechnologies |
Theme by Theme
1. COVID (Diagnostics, Treatments, Vaccines) (recurred after 4 days)
- Episode: started 2020-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Genematrix 109820 | +27.6% | 22,650 | ★ |
Mi 059090 | +20.8% | 12,800 | |
Ilyang Pharmaceutical 007570 | +13.8% | 77,419 | |
LabGenomics 084650 | +4.7% | 4,655 |
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2. Water Resources (recurred after 58 days)
- Episode: started 2020-07-17, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Welcron Hantec 076080 | +29.9% | 2,150 | ★ |
Nuvotec 060260 | +12.5% | 7,909 | |
Synopex 025320 | +6.3% | 3,905 |
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3. System Semiconductors / Semiconductor Equipment, Materials & Components (new)
- Episode: started 2020-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mi 059090 | +20.8% | 12,800 | ★ |
OKins Electronics 080580 | +16.8% | 2,795 | |
Doosan Tesna 131970 | +10.1% | 35,524 | |
HANMI Semiconductor 042700 | +10.1% | 4,905 | |
Nepes 033640 | +8.8% | 31,500 | |
Intekplus 064290 | +8.5% | 15,250 |
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4. Securities Brokers (2 days running)
- Episode: started 2020-07-16, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KIWOOM Securities 039490 | +9.3% | 103,000 | ★ |
DB Securities 016610 | +4.8% | 3,620 | |
Mirae Asset Securities 006800 | +4.5% | 7,875 | |
Meritz Securities 008560 | +3.1% | 3,285 |
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5. Car Majors (recurred after 39 days)
- Episode: started 2020-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Motor 005380 | +6.8% | 117,500 | ★ |
Kia 000270 | +4.2% | 36,800 | |
Hyundai Mobis 012330 | +3.5% | 220,500 | |
Hanon Systems 018880 | +3.0% | 9,016 |
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6. MLCC (Multilayer Ceramic Capacitors) (recurred after 225 days)
- Episode: started 2020-07-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +3.8% | 57,200 | |
RFsemiTechnologies 096610 | +3.4% | 5,830 | ★ |
Samsung Electro-mechanics 009150 | +3.1% | 131,000 |
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Closing Thoughts
Securities Brokers was the only theme on a 2-day streak, with an average change of 5.44%. KIWOOM Securities led at 9.34%, and the next session will show whether the run continues.
MLCC (Multilayer Ceramic Capacitors) came back after a 225-day gap with an average change of 3.44%. Car Majors also returned after 39 days, led by Hyundai Motor at 6.82%.