May 26: 8 Strong Themes — COVID (Sputnik V), Metaverse & VR

May 26, 2021 · #COVID (Sputnik V) #Metaverse & VR #North Korea #Consumer (Travel, Airlines, Film, Department Stores, Duty Free, Beauty) #Construction (Small & Mid Cap) #KOSPI 200 Inclusion #Dunamu / Venture Capital #Vaccine Passports

8 strong themes — 5 recurred · 3 new. Top: COVID (Sputnik V) +18.4%.

Strong themes8 Top change+18.4% LeaderEhwa Technologies Information

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Sputnik V)
+18.4%
Metaverse & VR
+13.2%
North Korea
+6.7%
Consumer (Travel, Airlines, Film, Department Stores, Duty Free, Beauty)
+6.5%
Construction (Small & Mid Cap)
+6.0%
KOSPI 200 Inclusion
+5.6%
Dunamu / Venture Capital
+4.9%
Vaccine Passports
+4.3%

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 (Sputnik V)Ehwa Technologies Information+29.86%-
Metaverse & VROpticis+29.95%
North KoreaAnanti+14.50%
Consumer (Travel, Airlines, Film, Department Stores, Duty Free, Beauty)Englewood Lab+13.67%
Construction (Small & Mid Cap)ShinwonConstruction+6.60%
KOSPI 200 InclusionTaihan Cable & Solution+9.00%
Dunamu / Venture CapitalAtinum Investment+7.27%
Vaccine PassportsiCRAFTCo+2.63%

On 2021-05-26, every stock across the eight strong themes closed higher. COVID (Sputnik V) led with an average change of 18.39%, with all 4 of its stocks rising.

Ehwa Technologies Information topped that theme with 29.86%, a jump one headline linked to a visit by Russian vaccine developers. Metaverse & VR followed with an average change of 13.16%.

Opticis led Metaverse & VR at 29.95%, the largest single gain in the data. Ananti rose 14.5% in North Korea, and Taihan Cable & Solution gained 9.0% in KOSPI 200 Inclusion.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Sputnik V)recurred after 26 days+18.4%4/4Ehwa Technologies Information
2Metaverse & VRrecurred after 2 days+13.2%4/4Opticis
3North Korearecurred after 5 days+6.7%7/7Ananti
4Consumer (Travel, Airlines, Film, Department Stores, Duty Free, Beauty)new+6.5%9/9Englewood Lab
5Construction (Small & Mid Cap)recurred after 56 days+6.0%3/3ShinwonConstruction
6KOSPI 200 Inclusionrecurred after 735 days+5.6%2/2Taihan Cable & Solution
7Dunamu / Venture Capitalnew+4.9%4/4Atinum Investment
8Vaccine Passportsnew+4.3%3/3iCRAFTCo

Theme by Theme

1. COVID (Sputnik V) (recurred after 26 days)

StockChangeCloseLeader
Ehwa Technologies Information 024810+29.9%2,166★
E Investment&Development 093230+19.6%5,189
E-tron 096040+14.5%893
Huons Global 084110+9.6%70,684

Related news

2. Metaverse & VR (recurred after 2 days)

StockChangeCloseLeader
Opticis 109080+29.9%13,450★
B.U Technology 230980+10.6%2,085
Sunic System 171090+7.8%23,600
Wysiwyg Studios 299900+4.3%3,025

Related news

3. North Korea (recurred after 5 days)

StockChangeCloseLeader
Ananti 025980+14.5%9,790★
J.estina 026040+10.5%3,200
Shinwon 009270+6.4%1,920
Korea Electric Power 015760+5.4%26,250
PULOON Robotics 094940+4.1%13,850
Cheryong Electric 033100+4.1%6,830
STraffic 234300+2.1%6,036

Related news

4. Consumer (Travel, Airlines, Film, Department Stores, Duty Free, Beauty) (new)

StockChangeCloseLeader
Englewood Lab 950140+13.7%7,400★
CLIO Cosmetics 237880+11.9%24,950
CJ CGV 079160+7.9%22,323
Asiana Airlines 020560+7.2%19,200
Hotel Shilla 008770+4.6%98,100
Showbox 086980+4.3%4,455
Jin Air 272450+4.3%21,052
Shinsegae 004170+2.8%314,000
Hanatour Service 039130+2.0%79,710

5. Construction (Small & Mid Cap) (recurred after 56 days)

StockChangeCloseLeader
ShinwonConstruction 017000+6.6%7,270★
KUMHO Engineering & Construction 002990+6.5%11,400
Namkwang Engineering & Construction 001260+4.8%16,450

6. KOSPI 200 Inclusion (recurred after 735 days)

StockChangeCloseLeader
Taihan Cable & Solution 001440+9.0%13,090★
HS Hyosung Advanced Materials 298050+2.3%381,000

Related news

7. Dunamu / Venture Capital (new)

StockChangeCloseLeader
Atinum Investment 021080+7.3%4,940★
Woori Technology Investment 041190+5.6%9,200
Hanwha Investment&securities 003530+3.8%4,615
NAU IB Capital 293580+3.0%1,365

Related news

8. Vaccine Passports (new)

StockChangeCloseLeader
SGA Solutions 184230+5.2%6,250
RaonSecure 042510+5.1%23,112
iCRAFTCo 052460+2.6%8,960★

Closing Thoughts

Every theme here is on a streak of 1, so the next session will show whether any of these moves last beyond one day. KOSPI 200 Inclusion came back after a gap of 735 days.

Three themes are new: Consumer (Travel, Airlines, Film, Department Stores, Duty Free, Beauty), Dunamu / Venture Capital and Vaccine Passports. Whether they move again will shape the next report.