Jul 14: 8 Strong Themes — COVID, Monkeypox
8 strong themes — 2 running · 6 recurred. Top: COVID +16.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID | GeneOne Life Science | +26.38% | |
| Monkeypox | Genematrix | +19.08% | |
| Cybersecurity | CyberOne | +17.02% | |
| UAM (Urban Air Mobility) | Fiberpro | +7.10% | |
| Battery | E Investment&Development | +9.80% | - |
| Rivian | Sewon | +7.28% | |
| Smart Grid | Iljin Holdings | +1.70% | |
| Music & Entertainment | SM Entertainment | +2.92% |
On 2022-07-14, COVID led the session with an average change of 16.19%, with all 5 stocks rising. The theme has now run for 9 straight sessions.
GeneOne Life Science topped the group with a 26.38% gain, closing at 74250. Genematrix rose 19.08% and also led Monkeypox, which returned with an average change of 11.29%.
Outside health care, Cybersecurity came back after a 105-day gap, led by CyberOne at 17.02%. Battery posted an average change of 5.28%, with all 7 stocks higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID | 9 days running | +16.2% | 5/5 | GeneOne Life Science |
| 2 | Monkeypox | recurred after 3 days | +11.3% | 6/6 | Genematrix |
| 3 | Cybersecurity | recurred after 105 days | +8.6% | 3/3 | CyberOne |
| 4 | UAM (Urban Air Mobility) | recurred after 42 days | +5.4% | 3/3 | Fiberpro |
| 5 | Battery | recurred after 7 days | +5.3% | 7/7 | E Investment&Development |
| 6 | Rivian | recurred after 3 days | +5.2% | 4/4 | Sewon |
| 7 | Smart Grid | recurred after 233 days | +4.5% | 5/5 | Iljin Holdings |
| 8 | Music & Entertainment | 2 days running | +3.3% | 3/3 | SM Entertainment |
Theme by Theme
1. COVID (9 days running)
- Episode: started 2022-07-04, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
GeneOne Life Science 011000 | +26.4% | 74,250 | ★ |
Genematrix 109820 | +19.1% | 9,360 | |
MOA Life Plus 142760 | +13.4% | 7,950 | |
RollingStone 214610 | +11.2% | 99,874 | |
EuBiologics 206650 | +10.9% | 17,250 |
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2. Monkeypox (recurred after 3 days)
- Episode: started 2022-07-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Genematrix 109820 | +19.1% | 9,360 | ★ |
Genolution 225220 | +13.6% | 7,493 | |
RollingStone 214610 | +11.2% | 99,874 | |
Humasis 205470 | +10.9% | 28,645 | |
Access Bio 950130 | +8.3% | 18,393 | |
PharmGen Science 004720 | +4.6% | 8,790 |
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3. Cybersecurity (recurred after 105 days)
- Episode: started 2022-07-14, day 1
4. UAM (Urban Air Mobility) (recurred after 42 days)
- Episode: started 2022-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fiberpro 368770 | +7.1% | 3,995 | ★ |
LIG Defense&Aerospace 079550 | +5.9% | 70,200 | |
Gis 306620 | +3.3% | 4,535 |
5. Battery (recurred after 7 days)
- Episode: started 2022-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecopro 086520 | +9.9% | 14,425 | |
E Investment&Development 093230 | +9.8% | 1,400 | ★ |
Younghwa Tech 265560 | +5.8% | 12,800 | |
Power Logics 047310 | +4.7% | 6,000 | |
Dongwha Enterprise 025900 | +2.8% | 25,273 | |
Samsung SDI 006400 | +2.5% | 529,656 | |
Ecopro HN 383310 | +1.6% | 35,811 |
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6. Rivian (recurred after 3 days)
- Episode: started 2022-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sewon 234100 | +7.3% | 11,050 | ★ |
Daewon Chemical 024890 | +7.1% | 15,025 | |
Woory Industrial Holdings 072470 | +4.8% | 4,470 | |
Woory Industrial 215360 | +1.7% | 15,150 |
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7. Smart Grid (recurred after 233 days)
- Episode: started 2022-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Omnisystem 057540 | +6.6% | 2,435 | |
PNC Technologies 237750 | +6.2% | 7,250 | |
NuriFlex 040160 | +4.1% | 6,410 | |
CS 065770 | +3.8% | 4,342 | |
Iljin Holdings 015860 | +1.7% | 6,570 | ★ |
8. Music & Entertainment (2 days running)
- Episode: started 2022-07-13, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
YG Entertainment 122870 | +3.9% | 53,500 | |
Hybe 352820 | +3.1% | 163,500 | |
SM Entertainment 041510 | +2.9% | 70,500 | ★ |
Closing Thoughts
The next question is whether COVID extends its 9-session streak. It is also open whether Monkeypox, back after a 3-day gap, holds up beyond a single session.
Music & Entertainment is on a 2-day run with an average change of 3.32%, while Rivian posted 5.22%. Smart Grid also came back after a 233-day gap.