Aug 19: 8 Strong Themes — COVID / Vaccines, Diagnostics & Epidemic Control, Beauty & Cosmetics

August 19, 2020 · #COVID / Vaccines, Diagnostics & Epidemic Control #Beauty & Cosmetics #Mobile Games #Battery / EV #Music & Entertainment #Samsung Pay #Korea-Listed Chinese Companies #Duty Free

8 strong themes — 7 recurred · 1 new. Top: COVID / Vaccines, Diagnostics & Epidemic Control +25.3%.

Strong themes8 Top change+25.3% LeaderGreen pine tree

Average change by strong theme

Average change of member stocks, by theme · descending
COVID / Vaccines, Diagnostics & Epidemic Control
+25.3%
Beauty & Cosmetics
+16.4%
Mobile Games
+16.0%
Battery / EV
+12.6%
Music & Entertainment
+9.4%
Samsung Pay
+8.7%
Korea-Listed Chinese Companies
+6.0%
Duty Free
+5.3%

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 / Vaccines, Diagnostics & Epidemic ControlGreen pine tree+30.02%-
Beauty & CosmeticsIt's Hanbul+24.27%
Mobile GamesGhost Studio+15.10%-
Battery / EVWonik Pne+29.95%
Music & EntertainmentSM Entertainment+10.14%
Samsung PayJK Synapse+8.13%
Korea-Listed Chinese CompaniesChina Crystal New Material Holdings+8.35%
Duty FreeTonymoly+8.18%

On 2020-08-19, COVID / Vaccines, Diagnostics & Epidemic Control led all themes with an average change of 25.3%. All 4 of its stocks rose, led by Green pine tree at 30.02%.

Beauty & Cosmetics came next at 16.37%, with It’s Hanbul up 24.27%. Mobile Games averaged 15.97%, and all 4 names in that theme closed higher.

In Battery / EV, Wonik Pne jumped 29.95% as all 5 stocks rose. Samsung Pay came back after a gap of 1706 days, with an average change of 8.72%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID / Vaccines, Diagnostics & Epidemic Controlnew+25.3%4/4Green pine tree
2Beauty & Cosmeticsrecurred after 7 days+16.4%2/2It’s Hanbul
3Mobile Gamesrecurred after 16 days+16.0%4/4Ghost Studio
4Battery / EVrecurred after 6 days+12.6%5/5Wonik Pne
5Music & Entertainmentrecurred after 50 days+9.4%2/2SM Entertainment
6Samsung Payrecurred after 1706 days+8.7%3/3JK Synapse
7Korea-Listed Chinese Companiesrecurred after 90 days+6.0%2/2China Crystal New Material Holdings
8Duty Freerecurred after 7 days+5.3%2/2Tonymoly

Theme by Theme

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

StockChangeCloseLeader
Green pine tree 057880+30.0%10,507★
Access Bio 950130+29.9%42,561
PharmGen Science 004720+29.7%20,300
Bioneercorporation 064550+11.6%30,850

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2. Beauty & Cosmetics (recurred after 7 days)

StockChangeCloseLeader
It’s Hanbul 226320+24.3%36,350★
Coreana Cosmetics 027050+8.5%5,640

3. Mobile Games (recurred after 16 days)

StockChangeCloseLeader
Actoz Soft 052790+21.1%15,500
Cowon Play 056000+17.8%2,515
Ghost Studio 950190+15.1%29,350★
Neptune Company 217270+9.9%11,100

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4. Battery / EV (recurred after 6 days)

StockChangeCloseLeader
Wonik Pne 217820+29.9%13,789★
Eco&Dream 101360+8.9%23,791
Cosmochemical 005420+8.1%9,723
Advanced Nano Products 121600+8.0%43,750
DA Technology 196490+7.8%51,840

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5. Music & Entertainment (recurred after 50 days)

StockChangeCloseLeader
SM Entertainment 041510+10.1%39,100★
Fantagio 032800+8.7%34,705

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6. Samsung Pay (recurred after 1706 days)

StockChangeCloseLeader
NHN KCP 060250+11.6%40,142
JK Synapse 060230+8.1%94,525★
KG Financial 046440+6.4%10,500

7. Korea-Listed Chinese Companies (recurred after 90 days)

StockChangeCloseLeader
China Crystal New Material Holdings 900250+8.3%7,294★
Heng Sheng Holding Group 900270+3.6%6,945

8. Duty Free (recurred after 7 days)

StockChangeCloseLeader
Tonymoly 214420+8.2%10,585★
Hotel Shilla 008770+2.4%73,300

Closing Thoughts

The COVID / Vaccines, Diagnostics & Epidemic Control episode runs to 2020-08-20 and lasts 2 days. Each of the other seven themes recorded a one-day episode.

Music & Entertainment came back after 50 days, and Korea-Listed Chinese Companies after 90 days. The data does not yet show whether these returning themes will last beyond one session.