Jul 12: 3 Strong Themes — COVID, Property & Casualty Insurance

July 12, 2022 · #COVID #Property & Casualty Insurance #Natural Gas Utilities

3 strong themes — 1 running · 2 recurred. Top: COVID +11.4%.

Strong themes3 Top change+11.4% LeaderOsangjaiel

Average change by strong theme

Average change of member stocks, by theme · descending
COVID
+11.4%
Property & Casualty Insurance
+4.0%
Natural Gas Utilities
+3.5%

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
COVIDOsangjaiel+29.93%
Property & Casualty InsuranceHyundaimarine&fireinsurance+5.61%
Natural Gas UtilitiesGse+5.96%

On Jul 12, COVID led the session with an average change of 11.43%. All 8 stocks in the theme rose, extending its streak to 7 sessions.

Leader Osangjaiel jumped 29.93% on volume of 9073964 shares. Same-day headlines tied the move to sold-out diagnostic kits as COVID-19 cases rose again.

Property & Casualty Insurance returned after an 81-day gap with an average change of 4.0%. Natural Gas Utilities also came back after 35 days, averaging 3.45%, led by Gse at 5.96%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID7 days running+11.4%8/8Osangjaiel
2Property & Casualty Insurancerecurred after 81 days+4.0%3/3Hyundaimarine&fireinsurance
3Natural Gas Utilitiesrecurred after 35 days+3.5%3/3Gse

Theme by Theme

1. COVID (7 days running)

StockChangeCloseLeader
Osangjaiel 053980+29.9%7,354★
PCL 241820+12.8%151,560
NanoenTek 039860+11.7%6,090
Access Bio 950130+11.7%17,623
Humasis 205470+8.4%26,285
Boditech Med 206640+6.7%14,300
Ndfos 238090+5.3%7,200
Kyung Nam Pharm 053950+4.9%9,900

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2. Property & Casualty Insurance (recurred after 81 days)

StockChangeCloseLeader
Hyundaimarine&fireinsurance 001450+5.6%32,000★
DB Insurance 005830+4.3%60,400
Hanwha General Insurance 000370+2.1%4,185

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3. Natural Gas Utilities (recurred after 35 days)

StockChangeCloseLeader
Gse 053050+6.0%4,980★
Kyungdong City Gas 267290+2.4%21,000
Daesung Holdings 016710+1.9%78,400

Closing Thoughts

The next thing to watch is whether the COVID streak runs past 7 sessions. Every stock in the theme moved up on Jul 12, with 8 of 8 higher.

As of Jul 12, each of the two returning themes had lasted only one day. It remains to be seen whether Property & Casualty Insurance and Natural Gas Utilities keep rising in later sessions.