Jul 8: 8 Strong Themes — COVID, Japan Boycott Beneficiaries / Japan Export Curbs (Localization)
8 strong themes — 1 running · 6 recurred · 1 new. Top: COVID +12.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID | Bioneercorporation | +29.85% | |
| Japan Boycott Beneficiaries / Japan Export Curbs (Localization) | Monami | +24.51% | |
| Railways | Daeho Al | +9.41% | |
| Food / Animal Feed / Fertilizers / Agriculture | Hantop | +12.27% | |
| Media & Content | Astory | +13.96% | |
| Battery Recycling (Related) | National Plastic | +12.44% | |
| Digital Health & Telehealth | Insung Information | +4.78% | |
| Crypto & Bitcoin | Inbiogen | +6.09% |
On 2022-07-08, every stock in all eight strong themes closed higher. COVID led with an average change of 12.44%, on a 5-session streak. Its leader, Bioneercorporation, rose 29.85%.
Monami jumped 24.51% as Japan Boycott Beneficiaries / Japan Export Curbs (Localization) returned after a 556-day gap. Railways came back after 95 days, with all 6 stocks up and Polaris AI at 17.33%.
Food / Animal Feed / Fertilizers / Agriculture appeared as a new theme, led by Hantop at 12.27%. Media & Content followed with an average change of 5.98%, with Astory up 13.96%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID | 5 days running | +12.4% | 4/4 | Bioneercorporation |
| 2 | Japan Boycott Beneficiaries / Japan Export Curbs (Localization) | recurred after 556 days | +11.4% | 4/4 | Monami |
| 3 | Railways | recurred after 95 days | +8.3% | 6/6 | Daeho Al |
| 4 | Food / Animal Feed / Fertilizers / Agriculture | new | +6.7% | 5/5 | Hantop |
| 5 | Media & Content | recurred after 30 days | +6.0% | 6/6 | Astory |
| 6 | Battery Recycling (Related) | recurred after 21 days | +4.8% | 4/4 | National Plastic |
| 7 | Digital Health & Telehealth | recurred after 39 days | +4.1% | 2/2 | Insung Information |
| 8 | Crypto & Bitcoin | recurred after 3 days | +3.5% | 3/3 | Inbiogen |
Theme by Theme
1. COVID (5 days running)
- Episode: started 2022-07-04, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
Bioneercorporation 064550 | +29.9% | 34,150 | ★ |
iNtRON Biotechnology 048530 | +7.4% | 10,450 | |
EuBiologics 206650 | +6.4% | 15,750 | |
Humasis 205470 | +6.1% | 23,990 |
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2. Japan Boycott Beneficiaries / Japan Export Curbs (Localization) (recurred after 556 days)
- Episode: started 2022-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Monami 005360 | +24.5% | 4,165 | ★ |
Samryoong 014970 | +11.2% | 5,960 | |
Monalisa 012690 | +7.7% | 3,495 | |
Ram Technology 171010 | +2.3% | 6,190 |
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3. Railways (recurred after 95 days)
- Episode: started 2022-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Polaris AI 039980 | +17.3% | 5,153 | |
Daeho Al 069460 | +9.4% | 12,500 | ★ |
Hwang Kum Steel & Technology 032560 | +8.0% | 7,320 | |
PULOON Robotics 094940 | +5.3% | 8,150 | |
Busan Industrial 011390 | +4.8% | 86,600 | |
Daea Ti 045390 | +4.8% | 3,385 |
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4. Food / Animal Feed / Fertilizers / Agriculture (new)
- Episode: started 2022-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hantop 002680 | +12.3% | 12,350 | ★ |
Daehan Flour Mill 001130 | +7.0% | 14,500 | |
Nousbo 332290 | +5.3% | 2,795 | |
Daejoo 003310 | +4.9% | 3,310 | |
KG Chemical 001390 | +4.2% | 5,220 |
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5. Media & Content (recurred after 30 days)
- Episode: started 2022-07-08, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Astory 241840 | +14.0% | 27,750 | ★ |
Bucket Studio 066410 | +8.4% | 2,005 | |
Giantstep 289220 | +5.3% | 22,950 | |
CJ ENM 035760 | +3.2% | 95,800 | |
Keyeast 054780 | +2.5% | 7,660 | |
Daewon Media 048910 | +2.5% | 12,350 |
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6. Battery Recycling (Related) (recurred after 21 days)
- Episode: started 2022-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
National Plastic 004250 | +12.4% | 8,770 | ★ |
Welcron Hantec 076080 | +3.7% | 2,935 | |
Cosmochemical 005420 | +2.1% | 14,415 | |
Power Logics 047310 | +1.1% | 5,770 |
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7. Digital Health & Telehealth (recurred after 39 days)
- Episode: started 2022-07-08, day 1
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8. Crypto & Bitcoin (recurred after 3 days)
- Episode: started 2022-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Inbiogen 101140 | +6.1% | 45,846 | ★ |
Woori Technology Investment 041190 | +3.0% | 5,530 | |
Atinum Investment 021080 | +1.4% | 3,190 |
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Closing Thoughts
The main question is whether COVID can extend its 5-session run. Six themes, including Railways, came back after gaps of 3 to 556 days.
Battery Recycling (Related) rose an average of 4.83%, led by National Plastic. The next session will show whether these one-day moves continue.