Feb 3: 8 Strong Themes — COVID, Remote Work & Smart Work
8 strong themes — 1 running · 5 recurred · 2 new. Top: COVID +18.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID | SD Biosensor | +29.92% | |
| Remote Work & Smart Work | Insung Information | +14.90% | |
| Defense & War | SolDefense | +10.98% | |
| Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas | Daesung Energy | +15.58% | |
| Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | Joong Ang Enervis | +15.10% | |
| Nuclear | DaeChang Steel | +7.90% | |
| EV / Battery | Ecopro | +8.43% | |
| Toss | DaishinInformation | +6.09% |
On Feb 3, 2022, COVID led the session with an average change of 18.26%. All 6 stocks in the theme rose, and SD Biosensor jumped 29.92%.
Remote Work & Smart Work stretched its streak to 2 with an average change of 9.41%, led by Insung Information at 14.9%. Defense & War followed at 9.15%.
Energy also drew buyers, with two new themes: Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas averaged 8.69% and Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) averaged 7.98%. Every stock in both themes closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID | recurred after 8 days | +18.3% | 6/6 | SD Biosensor |
| 2 | Remote Work & Smart Work | 2 days running | +9.4% | 3/3 | Insung Information |
| 3 | Defense & War | recurred after 9 days | +9.2% | 4/4 | SolDefense |
| 4 | Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas | new | +8.7% | 5/5 | Daesung Energy |
| 5 | Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) | new | +8.0% | 7/7 | Joong Ang Enervis |
| 6 | Nuclear | recurred after 7 days | +8.0% | 4/4 | DaeChang Steel |
| 7 | EV / Battery | recurred after 56 days | +5.9% | 5/6 | Ecopro |
| 8 | Toss | recurred after 16 days | +5.2% | 3/3 | DaishinInformation |
Theme by Theme
1. COVID (recurred after 8 days)
- Episode: started 2022-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SD Biosensor 137310 | +29.9% | 78,600 | ★ |
Humasis 205470 | +21.5% | 45,225 | |
Sugentech 253840 | +19.0% | 22,850 | |
Hyundai Bioscience 048410 | +14.6% | 15,713 | |
Access Bio 950130 | +14.6% | 19,163 | |
Huons 243070 | +10.0% | 47,850 |
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2. Remote Work & Smart Work (2 days running)
- Episode: started 2022-01-28, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Insung Information 033230 | +14.9% | 3,053 | ★ |
Softcamp 258790 | +9.0% | 13,075 | |
e-future 134060 | +4.3% | 7,700 |
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3. Defense & War (recurred after 9 days)
- Episode: started 2022-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SolDefense 215090 | +11.0% | 7,275 | ★ |
Formetal 119500 | +9.6% | 4,580 | |
HanilForgingIndustrial 024740 | +8.7% | 2,930 | |
Speco 013810 | +7.3% | 6,010 |
4. Natural Gas Utilities / LNG (Liquefied Natural Gas) / Shale Gas (new)
- Episode: started 2022-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesung Energy 117580 | +15.6% | 9,050 | ★ |
Gse 053050 | +13.8% | 3,505 | |
SH Energy & Chemical 002360 | +5.4% | 9,520 | |
Woorim Power Train Solution 101170 | +4.8% | 4,455 | |
NK 085310 | +3.8% | 9,760 |
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5. Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) (new)
- Episode: started 2022-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Petroleum Industries Company 004090 | +15.3% | 17,350 | |
Joong Ang Enervis 000440 | +15.1% | 20,200 | ★ |
HeunguOil 024060 | +10.9% | 7,860 | |
Kukdong Oil & Chemicals 014530 | +9.3% | 3,920 | |
GS Holdings 078930 | +2.6% | 39,350 | |
Lotte Chemical 011170 | +1.5% | 188,596 | |
SK Innovation 096770 | +1.2% | 214,993 |
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6. Nuclear (recurred after 7 days)
- Episode: started 2022-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Electronic Power Industrial Development 130660 | +10.0% | 11,000 | |
Enertork 019990 | +9.0% | 12,100 | |
DaeChang Steel 140520 | +7.9% | 3,755 | ★ |
KEPCO Engineering & Construction Company 052690 | +5.0% | 74,100 |
7. EV / Battery (recurred after 56 days)
- Episode: started 2022-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecopro 086520 | +8.4% | 13,473 | ★ |
LG Energy Solution 373220 | +6.0% | 477,000 | |
L&F 066970 | +5.9% | 178,800 | |
Chunbo 278280 | +5.7% | 271,500 | |
Ecopro BM 247540 | +3.3% | 83,761 | |
Sewon 234100 | - | - |
8. Toss (recurred after 16 days)
- Episode: started 2022-02-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DaishinInformation 020180 | +6.1% | 1,480 | ★ |
Hanwha Investment&securities 003530 | +5.0% | 4,960 | |
Korea Electronic Certification Authority 041460 | +4.4% | 8,500 |
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Closing Thoughts
COVID returned after a gap of 8 days, so the open question is whether the move holds. Its current episode began and ended on Feb 3.
EV / Battery came back after a gap of 56 days, with 5 of 6 stocks rising and Ecopro up 8.43%. Nuclear, at an average change of 7.97%, is another theme to track.