Mar 26: 5 Strong Themes — COVID / Vaccines, Diagnostics & Epidemic Control, Autonomous Driving

March 26, 2020 · #COVID / Vaccines, Diagnostics & Epidemic Control #Autonomous Driving #Airlines & Low-Cost Carriers #China Consumer #Semiconductors

5 strong themes — 2 running · 3 recurred. Top: COVID / Vaccines, Diagnostics & Epidemic Control +22.1%.

Strong themes5 Top change+22.1% LeaderSeegene

Average change by strong theme

Average change of member stocks, by theme · descending
COVID / Vaccines, Diagnostics & Epidemic Control
+22.1%
Autonomous Driving
+13.1%
Airlines & Low-Cost Carriers
+11.3%
China Consumer
+10.7%
Semiconductors
+7.8%

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
COVID / Vaccines, Diagnostics & Epidemic ControlSeegene+29.97%
Autonomous DrivingApam+19.33%-
Airlines & Low-Cost CarriersJin Air+20.22%
China ConsumerHanatour Service+13.39%
SemiconductorsMi+18.43%

Five themes rallied on 2020-03-26, and every listed stock in each group closed higher. COVID / Vaccines, Diagnostics & Epidemic Control led with an average change of 22.09%.

Seegene topped that group at 29.97%, with Sugentech at 29.88% and Eone Diagnomics Genome Center at 29.51%. Komipharm International traded the most shares in the theme, at 18404103.

Autonomous Driving followed at 13.09%, led by Apam’s 19.33% gain. Airlines & Low-Cost Carriers rose for a second straight day at 11.29%, with Jin Air up 20.22%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID / Vaccines, Diagnostics & Epidemic Controlrecurred after 9 days+22.1%7/7Seegene
2Autonomous Drivingrecurred after 16 days+13.1%4/4Apam
3Airlines & Low-Cost Carriers2 days running+11.3%4/4Jin Air
4China Consumerrecurred after 73 days+10.7%5/5Hanatour Service
5Semiconductors3 days running+7.8%5/5Mi

Theme by Theme

1. COVID / Vaccines, Diagnostics & Epidemic Control (recurred after 9 days)

StockChangeCloseLeader
Seegene 096530+30.0%57,544★
Sugentech 253840+29.9%27,600
Eone Diagnomics Genome Center 245620+29.5%9,445
Genematrix 109820+28.8%7,790
Komipharm International 041960+19.2%23,098
SK Chemicals 285130+10.5%47,772
Celltrion Pharm 068760+6.8%52,106

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2. Autonomous Driving (recurred after 16 days)

StockChangeCloseLeader
Apam 073070+19.3%2,655★
DA Technology 196490+14.9%25,740
A-Tech Solution 071670+13.7%4,945
Mobile Appliance 087260+4.5%2,210

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3. Airlines & Low-Cost Carriers (2 days running)

StockChangeCloseLeader
Jin Air 272450+20.2%7,895★
Jejuair 089590+13.2%12,810
Asiana Airlines 020560+6.0%15,989
Korean Air Lines 003490+5.8%11,898

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4. China Consumer (recurred after 73 days)

StockChangeCloseLeader
Actoz Soft 052790+17.5%6,780
Hanatour Service 039130+13.4%35,557★
CHA AI Healthkare 025620+12.5%30,388
Tonymoly 214420+5.4%7,292
Cube Entertainment 182360+4.9%5,616

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5. Semiconductors (3 days running)

StockChangeCloseLeader
Mi 059090+18.4%9,640★
HanaMicron 067310+6.6%2,718
JT 089790+5.5%4,610
Signetics 033170+5.2%549
Zinitix 303030+3.6%8,700

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Closing Thoughts

Semiconductors extended its streak to 3 days, with an average change of 7.85%, led by Mi at 18.43%. Whether that run continues past Mar 26 is one thread to follow.

China Consumer returned after a 73-day gap, averaging 10.74%, led by Hanatour Service. The Autonomous Driving episode runs through 2020-03-27, so the next session will show whether it holds.