Jul 19: 8 Strong Themes — COVID, Digital Health & Telehealth

July 19, 2022 · #COVID #Digital Health & Telehealth #UAM (Urban Air Mobility) #Rare Earths & Rare Metals #Crypto & Bitcoin #Solar #Natural Gas Utilities / LNG (Liquefied Natural Gas) #Alcoholic Beverages & Ethanol

8 strong themes — 1 running · 7 recurred. Top: COVID +6.2%.

Strong themes8 Top change+6.2% LeaderShinpoong Pharmaceutical

Average change by strong theme

Average change of member stocks, by theme · descending

COVID

+6.2%

Digital Health & Telehealth

+5.4%

UAM (Urban Air Mobility)

+4.9%

Rare Earths & Rare Metals

+4.8%

Crypto & Bitcoin

+4.7%

Solar

+4.4%

Natural Gas Utilities / LNG (Liquefied Natural Gas)

+3.9%

Alcoholic Beverages & Ethanol

+3.7%

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 -

Theme	Leader	Change
COVID	Shinpoong Pharmaceutical	+16.24%
Digital Health & Telehealth	INFINITT Healthcare	+7.16%
UAM (Urban Air Mobility)	Vessel	+5.06%
Rare Earths & Rare Metals	Union Materials	+11.83%
Crypto & Bitcoin	T Scientific	+8.37%
Solar	SDN Company	+5.90%
Natural Gas Utilities / LNG (Liquefied Natural Gas)	Gse	+2.34%
Alcoholic Beverages & Ethanol	Mhethanol	+8.00%

On 2022-07-19, COVID led the strong themes with an average change of 6.17%. Leader Shinpoong Pharmaceutical rose 16.24%, and 3 of 4 stocks gained.

Digital Health & Telehealth followed with an average change of 5.39%, and all 6 of its stocks rose. GC MediAI gained 9.01%, while leader INFINITT Healthcare rose 7.16%.

Gains were broad: every stock in UAM (Urban Air Mobility), Rare Earths & Rare Metals and Solar rose. Union Materials jumped 11.83% on volume of 10321195 shares.

Today’s Strong Themes at a Glance

#	Theme	Status	Avg. change	Up/Total	Leader
1	COVID	recurred after 4 days	+6.2%	3/4	Shinpoong Pharmaceutical
2	Digital Health & Telehealth	recurred after 11 days	+5.4%	6/6	INFINITT Healthcare
3	UAM (Urban Air Mobility)	recurred after 5 days	+4.9%	3/3	Vessel
4	Rare Earths & Rare Metals	recurred after 18 days	+4.8%	5/5	Union Materials
5	Crypto & Bitcoin	2 days running	+4.7%	4/4	T Scientific
6	Solar	recurred after 11 days	+4.4%	5/5	SDN Company
7	Natural Gas Utilities / LNG (Liquefied Natural Gas)	recurred after 203 days	+3.9%	3/3	Gse
8	Alcoholic Beverages & Ethanol	recurred after 151 days	+3.7%	4/4	Mhethanol

Theme by Theme

1. COVID (recurred after 4 days)

Episode: started 2022-07-19, day 2

Stock	Change	Close	Leader
Shinpoong Pharmaceutical `019170`	+16.2%	31,500	★
Humasis `205470`	+5.2%	31,525
Sugentech `253840`	+3.6%	18,450
iNtRON Biotechnology `048530`	-0.4%	11,350

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2. Digital Health & Telehealth (recurred after 11 days)

Episode: started 2022-07-19, day 1

Stock	Change	Close	Leader
GC MediAI `032620`	+9.0%	6,050
INFINITT Healthcare `071200`	+7.2%	5,777	★
Sphere `347700`	+5.2%	5,312
Softcen `032680`	+4.8%	3,745
Insung Information `033230`	+3.7%	2,330
Carelabs `263700`	+2.5%	6,590

3. UAM (Urban Air Mobility) (recurred after 5 days)

Episode: started 2022-07-19, day 1

Stock	Change	Close	Leader
Kencoa Aerospace `274090`	+6.5%	11,500
Vessel `177350`	+5.1%	10,894	★
Hanwha Aerospace `012450`	+3.3%	46,603

4. Rare Earths & Rare Metals (recurred after 18 days)

Episode: started 2022-07-19, day 1

Stock	Change	Close	Leader
Union Materials `047400`	+11.8%	2,410	★
Union `000910`	+4.5%	5,820
Cenotec `222420`	+3.5%	2,090
Dongkuk Refractories & Steel `075970`	+2.6%	3,805
EG `037370`	+1.9%	9,370

5. Crypto & Bitcoin (2 days running)

Episode: started 2022-07-18, day 3

Stock	Change	Close	Leader
T Scientific `057680`	+8.4%	14,154	★
Wizit `036090`	+6.2%	2,584
Hanil Networks `046110`	+2.5%	12,500
JCH Systems `033320`	+2.0%	5,150

6. Solar (recurred after 11 days)

Episode: started 2022-07-19, day 1

Stock	Change	Close	Leader
HD Hyundai Energy Solutions `322000`	+7.3%	31,500
SDN Company `099220`	+5.9%	2,425	★
DSM `104040`	+3.9%	8,575
S-Energy `095910`	+3.7%	3,467
Dae Myoung Energy `389260`	+1.1%	13,350

7. Natural Gas Utilities / LNG (Liquefied Natural Gas) (recurred after 203 days)

Episode: started 2022-07-19, day 1

Stock	Change	Close	Leader
Bhi `083650`	+6.2%	6,870
Daesung Energy `117580`	+3.2%	11,250
Gse `053050`	+2.3%	5,020	★

8. Alcoholic Beverages & Ethanol (recurred after 151 days)

Episode: started 2022-07-19, day 1

Stock	Change	Close	Leader
Mhethanol `023150`	+8.0%	9,320	★
Muhak `033920`	+3.6%	6,810
Bohae Brewery `000890`	+1.7%	3,665
Changhae Ethanol `004650`	+1.6%	12,400

Closing Thoughts

Crypto & Bitcoin was the only theme on a streak, at 2 days with an average change of 4.74%. One open question is whether that streak extends.

Some themes came back after long gaps: Natural Gas Utilities / LNG (Liquefied Natural Gas) after 203 days and Alcoholic Beverages & Ethanol after 151 days. It remains to be seen whether these returns hold.