Apr 8: 6 Strong Themes — Digital Health & Telehealth, Paper

April 8, 2020 · #Digital Health & Telehealth #Paper #Hydrogen (Fuel Cells, Vehicles) #China Consumer #Battery / EV #Construction Majors

6 strong themes — 1 running · 4 recurred · 1 new. Top: Digital Health & Telehealth +21.4%.

Strong themes6 Top change+21.4% LeaderBITComputer

Average change by strong theme

Average change of member stocks, by theme · descending
Digital Health & Telehealth
+21.4%
Paper
+19.4%
Hydrogen (Fuel Cells, Vehicles)
+9.5%
China Consumer
+8.1%
Battery / EV
+6.2%
Construction Majors
+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 -
ThemeLeaderChangeTrend
Digital Health & TelehealthBITComputer+29.88%
PaperKleanNara+20.80%
Hydrogen (Fuel Cells, Vehicles)Global SM Tech+19.31%
China ConsumerHankook Cosmetics Manufacturing+13.01%
Battery / EVPeople & Technology+9.90%
Construction MajorsGS Engineering & Construction+5.81%

On 2020-04-08, Digital Health & Telehealth led the session with an average change of 21.39%. All 4 of its stocks closed higher, led by BITComputer at 29.88%.

Paper returned after a gap of 1351 days, with an average change of 19.44%. PaperCorea rose 29.95%, while leader KleanNara gained 20.8%.

Battery / EV was the only theme with a streak of 2 days, and 6 of its 7 stocks rose. Hydrogen (Fuel Cells, Vehicles) and China Consumer posted average changes of 9.47% and 8.05%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Digital Health & Telehealthnew+21.4%4/4BITComputer
2Paperrecurred after 1351 days+19.4%3/3KleanNara
3Hydrogen (Fuel Cells, Vehicles)recurred after 51 days+9.5%4/4Global SM Tech
4China Consumerrecurred after 523 days+8.1%5/5Hankook Cosmetics Manufacturing
5Battery / EV2 days running+6.2%6/7People & Technology
6Construction Majorsrecurred after 62 days+3.7%3/3GS Engineering & Construction

Theme by Theme

1. Digital Health & Telehealth (new)

StockChangeCloseLeader
BITComputer 032850+29.9%7,390★
Insung Information 033230+23.1%2,792
INFINITT Healthcare 071200+17.8%6,244
ezCaretech 099750+14.8%8,157

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2. Paper (recurred after 1351 days)

StockChangeCloseLeader
PaperCorea 001020+29.9%6,725
KleanNara 004540+20.8%4,530★
Sam Jung Pulp 009770+7.6%24,900

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3. Hydrogen (Fuel Cells, Vehicles) (recurred after 51 days)

StockChangeCloseLeader
Global SM Tech 900070+19.3%1,236★
SJG Sejong 033530+9.6%3,930
Sambo Motors 053700+4.8%4,005
Samkee 122350+4.1%1,640

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4. China Consumer (recurred after 523 days)

StockChangeCloseLeader
CHA AI Healthkare 025620+13.9%41,399
Hankook Cosmetics Manufacturing 003350+13.0%6,430★
Tonymoly 214420+6.5%9,033
Tway Holdings Incorporation 004870+3.6%924
Modetournetwork 080160+3.1%11,450

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5. Battery / EV (2 days running)

StockChangeCloseLeader
mPlus 259630+12.2%9,276
People & Technology 137400+9.9%8,550★
Wonik Pne 131390+8.3%11,800
Cosmo Advanced Materials & Technology 005070+3.7%8,386
Samsung SDI 006400+2.0%244,758
LG Chem 051910+1.3%313,000
SFA Nexel 222080--

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6. Construction Majors (recurred after 62 days)

StockChangeCloseLeader
GS Engineering & Construction 006360+5.8%21,850★
Daewoo Engineering & Construction 047040+3.1%3,115
IPARK Hyundai Development Company 294870+2.1%19,050

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Closing Thoughts

Five of the six themes were one-day episodes, so it is still open whether any of them carries past Apr 8. Digital Health & Telehealth appeared as a new theme in this session.

Battery / EV heads into a possible third day, with Samsung SDI up 2.04% and LG Chem up 1.29%. Construction Majors closed out the list with an average change of 3.7%.