Jul 21: 7 Strong Themes — COVID / Pharma / Vaccines, Diagnostics & Epidemic Control, Antiparasitic Drugs (Fenbendazole)

July 21, 2020 · #COVID / Pharma / Vaccines, Diagnostics & Epidemic Control #Antiparasitic Drugs (Fenbendazole) #Shipbuilding Equipment #Battery / EV / Autonomous Driving / Hydrogen #Shipbuilding #Internet Majors #IT Majors

7 strong themes — 5 recurred · 2 new. Top: COVID / Pharma / Vaccines, Diagnostics & Epidemic Control +20.8%.

Strong themes7 Top change+20.8% LeaderShinil Pharmaceutical

Average change by strong theme

Average change of member stocks, by theme · descending
COVID / Pharma / Vaccines, Diagnostics & Epidemic Control
+20.8%
Antiparasitic Drugs (Fenbendazole)
+16.8%
Shipbuilding Equipment
+8.8%
Battery / EV / Autonomous Driving / Hydrogen
+7.0%
Shipbuilding
+5.1%
Internet Majors
+2.3%
IT Majors
+2.2%

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
COVID / Pharma / Vaccines, Diagnostics & Epidemic ControlShinil Pharmaceutical+30.00%
Antiparasitic Drugs (Fenbendazole)Hwail Pharm+29.94%
Shipbuilding EquipmentSung Kwang Bend+10.51%
Battery / EV / Autonomous Driving / HydrogenSY Dong-a+3.04%
ShipbuildingSamsung Heavy Industries+5.84%
Internet MajorsKakao+1.94%
IT MajorsSK hynix+2.31%

Pharmaceutical names led the 2020-07-21 session. The COVID / Pharma / Vaccines, Diagnostics & Epidemic Control theme had the highest average change, at 20.76%, and all 4 of its stocks closed higher.

Shinil Pharmaceutical led that group with a 30.0% gain, and Kukje Pharma added 29.64%. The Antiparasitic Drugs (Fenbendazole) theme came back after 106 days with an average change of 16.76%.

Industrial names also rose. Shipbuilding Equipment had an average change of 8.81% and Shipbuilding 5.1%. The Battery / EV / Autonomous Driving / Hydrogen theme averaged 7.03%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID / Pharma / Vaccines, Diagnostics & Epidemic Controlnew+20.8%4/4Shinil Pharmaceutical
2Antiparasitic Drugs (Fenbendazole)recurred after 106 days+16.8%3/3Hwail Pharm
3Shipbuilding Equipmentrecurred after 55 days+8.8%2/2Sung Kwang Bend
4Battery / EV / Autonomous Driving / Hydrogennew+7.0%4/4SY Dong-a
5Shipbuildingrecurred after 35 days+5.1%3/3Samsung Heavy Industries
6Internet Majorsrecurred after 12 days+2.3%2/2Kakao
7IT Majorsrecurred after 956 days+2.2%2/2SK hynix

Theme by Theme

1. COVID / Pharma / Vaccines, Diagnostics & Epidemic Control (new)

StockChangeCloseLeader
Shinil Pharmaceutical 012790+30.0%31,488★
Kukje Pharma 002720+29.6%9,724
Ilyang Pharmaceutical 007570+17.7%109,192
Bukwang Pharmaceutical Ind 003000+5.7%34,245

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2. Antiparasitic Drugs (Fenbendazole) (recurred after 106 days)

StockChangeCloseLeader
Hwail Pharm 061250+29.9%42,660★
ChoA Pharmaceutical 034940+11.3%5,270
Myungmoon Pharm 017180+9.0%6,030

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3. Shipbuilding Equipment (recurred after 55 days)

StockChangeCloseLeader
Sung Kwang Bend 014620+10.5%7,780★
Sejin Heavy Industries 075580+7.1%4,064

4. Battery / EV / Autonomous Driving / Hydrogen (new)

StockChangeCloseLeader
Sang-a Frontec 089980+9.8%34,050
NS 126870+9.5%3,170
Apam 073070+5.7%2,120
SY Dong-a 041930+3.0%9,160★

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5. Shipbuilding (recurred after 35 days)

StockChangeCloseLeader
Samsung Heavy Industries 010140+5.8%5,635★
HD Hyundai Mipo 010620+4.7%33,200
Hanwha Ocean 042660+4.7%21,632

6. Internet Majors (recurred after 12 days)

StockChangeCloseLeader
NAVER 035420+2.7%270,000
Kakao 035720+1.9%63,426★

7. IT Majors (recurred after 956 days)

StockChangeCloseLeader
SK hynix 000660+2.3%84,100★
Samsung Electronics 005930+2.0%55,300

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Closing Thoughts

Every theme on the list had a streak of 1, so the open question is whether any of them carries into a second session. IT Majors came back after a gap of 956 days.

In that group, SK hynix rose 2.31% and Samsung Electronics rose 2.03%. Internet Majors had an average change of 2.3%, with NAVER up 2.66% and Kakao up 1.94%.