Aug 6: 5 Strong Themes — North Korea, COVID (Moderna) / mRNA / Cold Chain Logistics
5 strong themes — 3 recurred · 2 new. Top: North Korea +9.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| North Korea | Shinwon | +18.61% | |
| COVID (Moderna) / mRNA / Cold Chain Logistics | SeouLinBioscience | +8.70% | |
| COVID (Remdesivir) | Bcworldpharm | +7.20% | |
| Battery / EV / Hydrogen (Fuel Cells, Vehicles) | Chemtros | +11.76% | |
| Cement & Ready-Mix Concrete | Hanilcement | +4.57% |
Five themes stood out on Aug 6, led by North Korea with an average change of 9.29%. All 6 of its stocks closed higher, and leader Shinwon rose 18.61%.
COVID (Moderna) / mRNA / Cold Chain Logistics appeared as a new theme with an average change of 7.37%, and all 5 of its stocks rose. COVID (Remdesivir) returned after 287 days with an average change of 5.33%.
Battery / EV / Hydrogen (Fuel Cells, Vehicles) posted an average change of 4.06%, with 7 of 8 stocks up and Chemtros at 11.76%. Cement & Ready-Mix Concrete returned after 45 days at 3.33%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | North Korea | recurred after 10 days | +9.3% | 6/6 | Shinwon |
| 2 | COVID (Moderna) / mRNA / Cold Chain Logistics | new | +7.4% | 5/5 | SeouLinBioscience |
| 3 | COVID (Remdesivir) | recurred after 287 days | +5.3% | 2/2 | Bcworldpharm |
| 4 | Battery / EV / Hydrogen (Fuel Cells, Vehicles) | new | +4.1% | 7/8 | Chemtros |
| 5 | Cement & Ready-Mix Concrete | recurred after 45 days | +3.3% | 3/3 | Hanilcement |
Theme by Theme
1. North Korea (recurred after 10 days)
- Episode: started 2021-08-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinwon 009270 | +18.6% | 2,645 | ★ |
In the F 014990 | +12.1% | 9,275 | |
Namhae Chemical 025860 | +6.8% | 11,800 | |
Ananti 025980 | +6.7% | 12,000 | |
PULOON Robotics 094940 | +5.9% | 14,400 | |
Yooshin Engineering 054930 | +5.7% | 25,950 |
2. COVID (Moderna) / mRNA / Cold Chain Logistics (new)
- Episode: started 2021-08-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Reyon Pharmaceutical 102460 | +9.7% | 63,200 | |
SeouLinBioscience 038070 | +8.7% | 22,463 | ★ |
GC Biopharma 006280 | +6.9% | 332,000 | |
RootK 195990 | +6.6% | 10,405 | |
Daihan Scientific 131220 | +4.9% | 12,750 |
Related news
- 서울, 코로나19 확진 오후 9시까지 495명…1주 전보다 35명↑ — 아시아경제 (Korean)
3. COVID (Remdesivir) (recurred after 287 days)
- Episode: started 2021-08-06, day 1
Related news
- 서울, 코로나19 확진 오후 9시까지 495명…1주 전보다 35명↑ — 아시아경제 (Korean)
4. Battery / EV / Hydrogen (Fuel Cells, Vehicles) (new)
- Episode: started 2021-08-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chemtros 220260 | +11.8% | 8,550 | ★ |
Inzi Controls 023800 | +4.1% | 16,400 | |
Tapex 055490 | +3.9% | 61,400 | |
Daewon Chemical 024890 | +3.4% | 15,100 | |
Iljin Diamond 081000 | +3.3% | 49,850 | |
Ecopro 086520 | +3.1% | 13,604 | |
Chunbo 278280 | +2.9% | 234,000 | |
Wonik Pne 217820 | +0.0% | 10,171 |
5. Cement & Ready-Mix Concrete (recurred after 45 days)
- Episode: started 2021-08-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanilcement 300720 | +4.6% | 18,300 | ★ |
Sungshin Cement 004980 | +3.0% | 12,000 | |
HC HomeCenter 060560 | +2.4% | 7,175 |
Related news
- 7년만에 시멘트 가격 인상, 들썩이는 시멘트株 — 머니투데이 (Korean)
Closing Thoughts
Every theme on the list started its run on Aug 6, so each one has a streak of 1. The first thing to see is whether North Korea lasts beyond a single day, since it came back after a 10-day gap.
Both COVID themes cited a report of 495 Seoul cases by 9 p.m., up 35 from a week earlier. Cement & Ready-Mix Concrete news reported the first price hike in 7 years.