Dec 11: 8 Strong Themes — Remote Work & Smart Work, COVID (Diagnostics, Treatments, Vaccines)

December 11, 2020 · #Remote Work & Smart Work #COVID (Diagnostics, Treatments, Vaccines) #Carbon Emission Credits #Remodeling & Interiors #Construction Majors / Construction (Small & Mid Cap) #LPG (Liquefied Petroleum Gas) / Oil Refining / Petrochemicals / Shipbuilding #Hydrogen (Fuel Cells, Vehicles) #Cement & Ready-Mix Concrete

8 strong themes — 4 running · 3 recurred · 1 new. Top: Remote Work & Smart Work +13.0%.

Strong themes8 Top change+13.0% LeaderECSTELECOMCo

Average change by strong theme

Average change of member stocks, by theme · descending
Remote Work & Smart Work
+13.0%
COVID (Diagnostics, Treatments, Vaccines)
+8.9%
Carbon Emission Credits
+8.6%
Remodeling & Interiors
+7.5%
Construction Majors / Construction (Small & Mid Cap)
+5.1%
LPG (Liquefied Petroleum Gas) / Oil Refining / Petrochemicals / Shipbuilding
+3.6%
Hydrogen (Fuel Cells, Vehicles)
+3.3%
Cement & Ready-Mix Concrete
+3.3%

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
Remote Work & Smart WorkECSTELECOMCo+20.31%
COVID (Diagnostics, Treatments, Vaccines)Daewoong+16.30%
Carbon Emission CreditsGreen Chemical+30.00%
Remodeling & InteriorsHaatz+9.74%
Construction Majors / Construction (Small & Mid Cap)HL D&I Halla+4.13%
LPG (Liquefied Petroleum Gas) / Oil Refining / Petrochemicals / ShipbuildingHeunguOil+1.23%
Hydrogen (Fuel Cells, Vehicles)EcoSimplex+1.12%
Cement & Ready-Mix ConcreteHC BoKwang Industry+4.28%

On Dec 11, Remote Work & Smart Work led the strong themes with an average change of 13.04%. Both of its stocks rose, with ECSTELECOMCo up 20.31%.

Carbon Emission Credits rose for a second day, and all 5 of its stocks closed higher. Green Chemical led with a 30.0% gain, the biggest move among the listed stocks.

COVID (Diagnostics, Treatments, Vaccines) came back after a 107-day gap, with an average change of 8.95%. Daewoong led the theme with a 16.3% rise.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Remote Work & Smart Workrecurred after 4 days+13.0%2/2ECSTELECOMCo
2COVID (Diagnostics, Treatments, Vaccines)recurred after 107 days+8.9%3/3Daewoong
3Carbon Emission Credits2 days running+8.6%5/5Green Chemical
4Remodeling & Interiorsrecurred after 155 days+7.5%3/3Haatz
5Construction Majors / Construction (Small & Mid Cap)2 days running+5.1%4/4HL D&I Halla
6LPG (Liquefied Petroleum Gas) / Oil Refining / Petrochemicals / Shipbuildingnew+3.6%7/7HeunguOil
7Hydrogen (Fuel Cells, Vehicles)2 days running+3.3%4/4EcoSimplex
8Cement & Ready-Mix Concrete2 days running+3.3%3/3HC BoKwang Industry

Theme by Theme

1. Remote Work & Smart Work (recurred after 4 days)

StockChangeCloseLeader
ECSTELECOMCo 067010+20.3%6,990★
Softcamp 258790+5.8%17,155

2. COVID (Diagnostics, Treatments, Vaccines) (recurred after 107 days)

StockChangeCloseLeader
Daewoong 003090+16.3%49,600★
Sugentech 253840+5.3%24,850
PCL 241820+5.3%166,760

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3. Carbon Emission Credits (2 days running)

StockChangeCloseLeader
Green Chemical 083420+30.0%8,580★
KC Cottrell 119650+4.6%16,884
Ecopro 086520+4.5%6,006
Hansol HomeDeco 025750+2.5%11,050
TKG Huchems 069260+1.5%24,150

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4. Remodeling & Interiors (recurred after 155 days)

StockChangeCloseLeader
Haatz 066130+9.7%8,340★
LX Hausys 108670+6.6%75,500
Enex 011090+6.2%5,300

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5. Construction Majors / Construction (Small & Mid Cap) (2 days running)

StockChangeCloseLeader
KCC Engineering & Construction 021320+6.3%8,900
Samsung C&T 028260+5.2%131,500
DL Holdings 000210+4.9%79,157
HL D&I Halla 014790+4.1%5,290★

6. LPG (Liquefied Petroleum Gas) / Oil Refining / Petrochemicals / Shipbuilding (new)

StockChangeCloseLeader
HD Hyundai Mipo 010620+8.3%51,500
HD Korea Shipbuilding & Offshore Engineering 009540+6.8%109,500
Hyosung Chemical 298000+3.1%329,000
GS Holdings 078930+2.0%38,400
Hanwha Ocean 042660+2.0%25,319
S-Oil 010950+1.8%73,300
HeunguOil 024060+1.2%7,420★

7. Hydrogen (Fuel Cells, Vehicles) (2 days running)

StockChangeCloseLeader
Dit 110990+5.6%7,580
Nuin Tek 012340+4.0%10,779
NK 085310+2.6%11,600
EcoSimplex 038870+1.1%9,960★

8. Cement & Ready-Mix Concrete (2 days running)

StockChangeCloseLeader
HC BoKwang Industry 225530+4.3%5,850★
Mohenz 006920+3.4%5,090
HC HomeCenter 060560+2.1%6,180

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Closing Thoughts

Carbon Emission Credits, Construction Majors / Construction (Small & Mid Cap), Hydrogen (Fuel Cells, Vehicles) and Cement & Ready-Mix Concrete each reached a streak of 2. The next test is whether these runs continue after Dec 11.

LPG (Liquefied Petroleum Gas) / Oil Refining / Petrochemicals / Shipbuilding appeared as a new theme, with all 7 of its stocks up and HD Hyundai Mipo up 8.31%. The Remote Work & Smart Work episode runs to 2020-12-14, covering 4 days.