Jul 4: 3 Strong Themes — COVID, Monkeypox

July 4, 2022 · #COVID #Monkeypox #LPG (Liquefied Petroleum Gas) / Oil Refining

3 strong themes — 3 recurred. Top: COVID +13.0%.

Strong themes3 Top change+13.0% LeaderSugentech

Average change by strong theme

Average change of member stocks, by theme · descending
COVID
+13.0%
Monkeypox
+7.4%
LPG (Liquefied Petroleum Gas) / Oil Refining
+3.6%

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
COVIDSugentech+29.90%
MonkeypoxHumasis+18.57%
LPG (Liquefied Petroleum Gas) / Oil RefiningJoong Ang Enervis+5.37%

On Jul 4, three themes ran strong, and every listed stock in each closed higher. COVID led with an average change of 13.02%, with all 6 stocks up.

Sugentech led the group, up 29.9% to close at 13250. Same-day headlines tied its jump to news of a monkeypox molecular diagnostic product in development.

Monkeypox posted an average change of 7.42%, led by Humasis at 18.57%. LPG (Liquefied Petroleum Gas) / Oil Refining added 3.65%, led by Joong Ang Enervis at 5.37%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVIDrecurred after 136 days+13.0%6/6Sugentech
2Monkeypoxrecurred after 12 days+7.4%5/5Humasis
3LPG (Liquefied Petroleum Gas) / Oil Refiningrecurred after 82 days+3.6%3/3Joong Ang Enervis

Theme by Theme

1. COVID (recurred after 136 days)

StockChangeCloseLeader
Sugentech 253840+29.9%13,250★
Humasis 205470+18.6%24,710
LabGenomics 084650+14.7%3,310
PCL 241820+9.2%95,280
Seegene 096530+3.4%35,050
Eone Diagnomics Genome Center 245620+2.3%4,781

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2. Monkeypox (recurred after 12 days)

StockChangeCloseLeader
Humasis 205470+18.6%24,710★
Boditech Med 206640+10.1%11,450
Access Bio 950130+5.6%13,730
HK inno.N 195940+1.6%38,500
RollingStone 214610+1.3%90,599

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3. LPG (Liquefied Petroleum Gas) / Oil Refining (recurred after 82 days)

StockChangeCloseLeader
Joong Ang Enervis 000440+5.4%22,550★
Korea Petroleum Industries Company 004090+4.0%11,750
S-Oil 010950+1.6%101,500

Closing Thoughts

The COVID episode runs from 2022-07-04 to 2022-07-15, lasting 12 days. It returned after a 136-day gap. LabGenomics stood out on volume, trading 21720870 shares.

Monkeypox and LPG (Liquefied Petroleum Gas) / Oil Refining each recorded a 1-day episode that ended 2022-07-04. They had returned after gaps of 12 days and 82 days.