Aug 12: 7 Strong Themes — Travel, EV / Battery / Hydrogen
7 strong themes — 7 recurred. Top: Travel +21.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Travel | Yellow Balloon Tour | +29.86% | |
| EV / Battery / Hydrogen | Inzi Controls | +29.91% | |
| Casinos | Paradise | +10.33% | |
| Beauty & Cosmetics | SD Biotechnologies | +9.69% | |
| Property & Casualty Insurance / Life Insurance | Hanwha General Insurance | +14.34% | |
| Duty Free | JTC | +6.72% | |
| Airlines & Low-Cost Carriers | Jejuair | +3.30% |
Travel led the Aug 12 session with an average change of 21.34%, and both of its stocks rose. Yellow Balloon Tour gained 29.86%, and Modetournetwork added 12.83%.
EV / Battery / Hydrogen came back after a 926-day gap, averaging 19.0% with all 5 stocks up. Inzi Controls rose 29.91%, and Wonik Pne gained 29.77%.
Every other theme on the list also rose. Casinos averaged 7.83%, Beauty & Cosmetics 7.33%, Property & Casualty Insurance / Life Insurance 7.12%, Duty Free 6.67% and Airlines & Low-Cost Carriers 3.37%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Travel | recurred after 41 days | +21.3% | 2/2 | Yellow Balloon Tour |
| 2 | EV / Battery / Hydrogen | recurred after 926 days | +19.0% | 5/5 | Inzi Controls |
| 3 | Casinos | recurred after 41 days | +7.8% | 2/2 | Paradise |
| 4 | Beauty & Cosmetics | recurred after 13 days | +7.3% | 4/4 | SD Biotechnologies |
| 5 | Property & Casualty Insurance / Life Insurance | recurred after 167 days | +7.1% | 4/4 | Hanwha General Insurance |
| 6 | Duty Free | recurred after 13 days | +6.7% | 2/2 | JTC |
| 7 | Airlines & Low-Cost Carriers | recurred after 68 days | +3.4% | 2/2 | Jejuair |
Theme by Theme
1. Travel (recurred after 41 days)
- Episode: started 2020-08-12, day 1
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2. EV / Battery / Hydrogen (recurred after 926 days)
- Episode: started 2020-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Inzi Controls 023800 | +29.9% | 7,080 | ★ |
Wonik Pne 217820 | +29.8% | 10,953 | |
Ust 263770 | +16.4% | 6,690 | |
Hanon Systems 018880 | +10.1% | 11,154 | |
Sambo Motors 053700 | +8.9% | 5,760 |
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3. Casinos (recurred after 41 days)
- Episode: started 2020-08-12, day 1
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4. Beauty & Cosmetics (recurred after 13 days)
- Episode: started 2020-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SD Biotechnologies 217480 | +9.7% | 7,051 | ★ |
CTK 260930 | +9.4% | 8,516 | |
Cosmax 192820 | +5.6% | 96,161 | |
Amorepacific 090430 | +4.6% | 182,000 |
5. Property & Casualty Insurance / Life Insurance (recurred after 167 days)
- Episode: started 2020-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha General Insurance 000370 | +14.3% | 3,270 | ★ |
Samsung Life Insurance 032830 | +5.5% | 59,400 | |
MIRAE ASSET Life Insurance 085620 | +4.6% | 3,435 | |
Hyundaimarine&fireinsurance 001450 | +4.0% | 24,450 |
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6. Duty Free (recurred after 13 days)
- Episode: started 2020-08-12, day 1
7. Airlines & Low-Cost Carriers (recurred after 68 days)
- Episode: started 2020-08-12, day 1
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Closing Thoughts
Every theme on the list has a streak of 1, so it’s still unclear whether the Aug 12 move will carry on. Travel and Casinos came back after 41 days, and Airlines & Low-Cost Carriers after 68.
Ust traded the most shares, with 25156868, followed by Hanon Systems at 23910979. These figures give the next session something to compare against.