Jun 23: 7 Strong Themes — Political Ties (Yoo Seong-min), COVID (Diagnostics, Treatments, Vaccines)

June 23, 2021 · #Political Ties (Yoo Seong-min) #COVID (Diagnostics, Treatments, Vaccines) #Internet Majors #Toss #Music & Entertainment / Media & Content #Foldable Phones #Webtoons

7 strong themes — 5 recurred · 2 new. Top: Political Ties (Yoo Seong-min) +22.6%.

Strong themes7 Top change+22.6% LeaderDaishinInformation

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Yoo Seong-min)
+22.6%
COVID (Diagnostics, Treatments, Vaccines)
+18.4%
Internet Majors
+7.5%
Toss
+7.0%
Music & Entertainment / Media & Content
+6.8%
Foldable Phones
+6.1%
Webtoons
+5.4%

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
Political Ties (Yoo Seong-min)DaishinInformation+29.82%
COVID (Diagnostics, Treatments, Vaccines)Humasis+30.02%
Internet MajorsNAVER+8.31%
TossKorea Electronic Certification Authority+6.20%
Music & Entertainment / Media & ContentWysiwyg Studios+11.18%
Foldable PhonesFine Technix+10.45%
WebtoonsNBT+7.83%

Seven strong themes rose on Jun 23, and every listed stock in them closed higher. Political Ties (Yoo Seong-min) led with an average change of 22.6%, returning after a 218-day gap.

COVID (Diagnostics, Treatments, Vaccines) followed with an average change of 18.45%, and all 5 stocks rose. Humasis led at 30.02%, and GeneOne Life Science added 29.88%.

Large caps also rose: Internet Majors had an average change of 7.46%, and NAVER was up 8.31%. Music & Entertainment / Media & Content and Webtoons showed up as new themes.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Yoo Seong-min)recurred after 218 days+22.6%3/3DaishinInformation
2COVID (Diagnostics, Treatments, Vaccines)recurred after 2 days+18.4%5/5Humasis
3Internet Majorsrecurred after 9 days+7.5%2/2NAVER
4Tossrecurred after 8 days+7.0%2/2Korea Electronic Certification Authority
5Music & Entertainment / Media & Contentnew+6.8%3/3Wysiwyg Studios
6Foldable Phonesrecurred after 61 days+6.1%4/4Fine Technix
7Webtoonsnew+5.4%3/3NBT

Theme by Theme

1. Political Ties (Yoo Seong-min) (recurred after 218 days)

StockChangeCloseLeader
DaishinInformation 020180+29.8%3,265★
Samil Enterprise 002290+29.4%10,550
DSR Wire 069730+8.5%7,130

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

StockChangeCloseLeader
Humasis 205470+30.0%22,155★
GeneOne Life Science 011000+29.9%141,525
Access Bio 950130+17.8%23,483
LabGenomics 084650+9.0%4,270
Macrogen 038290+5.6%33,250

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3. Internet Majors (recurred after 9 days)

StockChangeCloseLeader
NAVER 035420+8.3%423,500★
Kakao 035720+6.6%169,500

4. Toss (recurred after 8 days)

StockChangeCloseLeader
NBT 236810+7.8%15,150
Korea Electronic Certification Authority 041460+6.2%9,940★

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5. Music & Entertainment / Media & Content (new)

StockChangeCloseLeader
Wysiwyg Studios 299900+11.2%3,350★
YG Entertainment 122870+5.9%55,300
SM Entertainment 041510+3.1%55,700

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6. Foldable Phones (recurred after 61 days)

StockChangeCloseLeader
Fine Technix 106240+10.4%3,941★
KH Vatec 060720+7.4%21,650
BHCo 090460+3.7%19,500
PI Advanced Materials 178920+2.6%54,300

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7. Webtoons (new)

StockChangeCloseLeader
NBT 236810+7.8%15,150★
KidariStudio 020120+6.2%15,400
NHN 181710+2.1%40,844

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Closing Thoughts

All seven themes are on a 1-day streak, so the next session will show whether any of them continues. Political Ties (Yoo Seong-min) came back after 218 days, and COVID-19 after just 2.

Headlines drove several moves: Toss rose on valuation news about Toss, and Wysiwyg Studios on an acquisition report. Foldable Phones posted an average change of 6.06%, led by Fine Technix.