Jul 20: 8 Strong Themes — Cold Chain Logistics, Media & Content

July 20, 2022 · #Cold Chain Logistics #Media & Content #Crypto & Bitcoin #Hydrogen / Wind / Solar #COVID #Semiconductors #Nuclear #Remote Work & Smart Work

8 strong themes — 2 running · 6 recurred. Top: Cold Chain Logistics +13.0%.

Strong themes8 Top change+13.0% LeaderDaihan Scientific

Average change by strong theme

Average change of member stocks, by theme · descending
Cold Chain Logistics
+13.0%
Media & Content
+8.4%
Crypto & Bitcoin
+8.3%
Hydrogen / Wind / Solar
+6.7%
COVID
+4.7%
Semiconductors
+4.5%
Nuclear
+4.4%
Remote Work & Smart Work
+4.2%

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
Cold Chain LogisticsDaihan Scientific+29.72%
Media & ContentPanentertainment+10.76%
Crypto & BitcoinWoori Technology Investment+15.98%
Hydrogen / Wind / SolarCS Bearing+11.30%
COVIDShinpoong Pharmaceutical+11.11%
SemiconductorsRam Technology+8.12%
NuclearG2Power+9.52%
Remote Work & Smart WorkECSTELECOMCo+7.34%

On 2022-07-20, every strong theme closed with all of its listed stocks higher. Cold Chain Logistics led with an average change of 12.97%, returning after a 217-day gap.

Daihan Scientific drove that move with a 29.72% gain, the largest single change in the data. Media & Content followed at an average change of 8.44%, led by Panentertainment at 10.76%.

Crypto & Bitcoin was the only theme on a 3-day streak, averaging 8.29%. COVID extended its run to 2 days, with Shinpoong Pharmaceutical up 11.11%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Cold Chain Logisticsrecurred after 217 days+13.0%5/5Daihan Scientific
2Media & Contentrecurred after 7 days+8.4%4/4Panentertainment
3Crypto & Bitcoin3 days running+8.3%5/5Woori Technology Investment
4Hydrogen / Wind / Solarrecurred after 103 days+6.7%7/7CS Bearing
5COVID2 days running+4.7%6/6Shinpoong Pharmaceutical
6Semiconductorsrecurred after 2 days+4.5%7/7Ram Technology
7Nuclearrecurred after 13 days+4.4%6/6G2Power
8Remote Work & Smart Workrecurred after 154 days+4.2%3/3ECSTELECOMCo

Theme by Theme

1. Cold Chain Logistics (recurred after 217 days)

StockChangeCloseLeader
Daihan Scientific 131220+29.7%11,000★
Advanced Digital Chips 054630+19.0%3,450
Taekyung Chemical 006890+9.1%14,350
Itek 119830+5.0%9,300
Dhautonex 000300+2.0%15,614

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2. Media & Content (recurred after 7 days)

StockChangeCloseLeader
Panentertainment 068050+10.8%3,810★
Bucket Studio 066410+9.1%2,515
Samhwa Networks 046390+7.5%9,321
Next Entertainment World 160550+6.4%7,840

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3. Crypto & Bitcoin (3 days running)

StockChangeCloseLeader
Woori Technology Investment 041190+16.0%6,460★
Vidente 121800+9.7%10,050
Neowiz Holdings 042420+7.2%32,700
Stonebridge Ventures 330730+5.7%5,900
Wizit 036090+2.8%2,656

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4. Hydrogen / Wind / Solar (recurred after 103 days)

StockChangeCloseLeader
CS Bearing 297090+11.3%9,950★
G2Power 388050+9.5%7,682
Dae Myoung Energy 389260+6.7%14,250
SDN Company 099220+6.6%2,585
Dongkuk Structures & Construction 100130+5.2%5,850
KPF 024880+4.6%6,330
Iljin Hysolus 271940+2.6%33,300

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5. COVID (2 days running)

StockChangeCloseLeader
Shinpoong Pharmaceutical 019170+11.1%35,000★
Korea United Pharm 033270+5.1%27,600
Bioneercorporation 064550+4.1%39,250
Cellivery Therapeutics 268600+3.8%19,300
JS Link 127120+2.9%4,125
Seegene 096530+1.2%46,150

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6. Semiconductors (recurred after 2 days)

StockChangeCloseLeader
Ram Technology 171010+8.1%6,790★
Protec 053610+5.6%23,500
Tokai Carbon Korea 064760+5.3%126,000
Tse 131290+3.8%63,200
Wonik IPS 240810+3.7%30,950
Worldexindustry&trading 101160+2.7%19,050
SK hynix 000660+2.0%102,000

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7. Nuclear (recurred after 13 days)

StockChangeCloseLeader
G2Power 388050+9.5%7,682★
Woojin 105840+7.5%12,250
Hanshin Machinery 011700+3.0%8,910
Bosung Power Technology 006910+2.5%5,310
Orbitech 046120+2.0%7,120
Woori Technology, Incorporation 032820+1.7%2,075

8. Remote Work & Smart Work (recurred after 154 days)

StockChangeCloseLeader
ECSTELECOMCo 067010+7.3%4,825★
Rsupport 131370+2.9%5,780
Softcamp 258790+2.4%9,410

Closing Thoughts

The next session will show whether Crypto & Bitcoin can extend its 3-day streak. COVID, now at 2 days, faces the same test.

For Media & Content and Semiconductors, the episode data runs through 2022-07-21. Single-day episodes such as Nuclear, back after a 13-day gap, will show whether the move carries over.