Jul 31: 3 Strong Themes — Battery / EV, Daegu-Gyeongbuk New Airport

July 31, 2020 · #Battery / EV #Daegu-Gyeongbuk New Airport #Internet Majors

3 strong themes — 2 recurred · 1 new. Top: Battery / EV +9.3%.

Strong themes3 Top change+9.3% LeaderChunbo

Average change by strong theme

Average change of member stocks, by theme · descending
Battery / EV
+9.3%
Daegu-Gyeongbuk New Airport
+4.3%
Internet Majors
+2.9%

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
Battery / EVChunbo+18.27%
Daegu-Gyeongbuk New AirportHS Hwasung+4.95%
Internet MajorsKakao+3.47%

Three themes led the 2020-07-31 session, and Battery / EV stood out with an average change of 9.33%. All 6 stocks in the theme closed higher.

Chunbo led the group with a gain of 18.27% to close at 123000. News that day tied the move to its battery capacity expansion. Sang-a Frontec followed with a gain of 11.11%.

The new Daegu-Gyeongbuk New Airport theme averaged 4.33%, led by HS Hwasung at 4.95%. Internet Majors rose 2.92% on average, with Kakao up 3.47% and NAVER up 2.38%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery / EVrecurred after 3 days+9.3%6/6Chunbo
2Daegu-Gyeongbuk New Airportnew+4.3%2/2HS Hwasung
3Internet Majorsrecurred after 10 days+2.9%2/2Kakao

Theme by Theme

1. Battery / EV (recurred after 3 days)

StockChangeCloseLeader
Chunbo 278280+18.3%123,000★
Sang-a Frontec 089980+11.1%48,000
Sangsinenergydisplayprecision 091580+7.2%10,500
LG Chem 051910+7.2%568,000
L&F 066970+7.0%38,952
People & Technology Ms 257370+5.2%17,482

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2. Daegu-Gyeongbuk New Airport (new)

StockChangeCloseLeader
HS Hwasung 002460+5.0%11,650★
HC BoKwang Industry 225530+3.7%7,280

3. Internet Majors (recurred after 10 days)

StockChangeCloseLeader
Kakao 035720+3.5%68,946★
NAVER 035420+2.4%301,000

Related news

Closing Thoughts

In the data, the Battery / EV episode runs from Jul 31 to Aug 3, a span of 4 days. One thing to follow is whether battery stocks other than Chunbo keep moving together.

Internet Majors came back after a gap of 10 days, while the airport theme appeared for the first time. News that day focused on foreign buying of NAVER and Kakao.