May 12: 4 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Games / Mobile Games

May 12, 2020 · #COVID (Diagnostics, Treatments, Vaccines) #Games / Mobile Games #Rare Earths & Rare Metals #Telecom Carriers

4 strong themes — 4 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +12.7%.

Strong themes4 Top change+12.7% LeaderSugentech

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+12.7%
Games / Mobile Games
+8.2%
Rare Earths & Rare Metals
+7.7%
Telecom Carriers
+2.1%

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 (Diagnostics, Treatments, Vaccines)Sugentech+24.32%
Games / Mobile GamesWebzen+11.37%
Rare Earths & Rare MetalsUnion+12.09%
Telecom CarriersLG Uplus+2.97%

On 2020-05-12, all four strong themes finished with every member stock higher. COVID (Diagnostics, Treatments, Vaccines) led the board with an average change of 12.65%.

Sugentech led with a 24.32% gain to close at 27350, while LabGenomics added 13.19%. A same-day headline linked the buying to higher diagnostic kit exports.

Games / Mobile Games followed with an average change of 8.18%, with Neowiz up 11.4% and leader Webzen up 11.37%. Rare Earths & Rare Metals averaged 7.67%, led by Union at 12.09%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Diagnostics, Treatments, Vaccines)recurred after 4 days+12.7%4/4Sugentech
2Games / Mobile Gamesrecurred after 5 days+8.2%5/5Webzen
3Rare Earths & Rare Metalsrecurred after 8 days+7.7%4/4Union
4Telecom Carriersrecurred after 22 days+2.1%3/3LG Uplus

Theme by Theme

1. COVID (Diagnostics, Treatments, Vaccines) (recurred after 4 days)

StockChangeCloseLeader
Sugentech 253840+24.3%27,350★
LabGenomics 084650+13.2%4,153
Seegene 096530+6.8%49,854
Eone Diagnomics Genome Center 245620+6.3%12,777

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2. Games / Mobile Games (recurred after 5 days)

StockChangeCloseLeader
Neowiz 095660+11.4%21,500
Webzen 069080+11.4%19,100★
NC 036570+6.9%747,000
Nexon GT 041140+5.8%8,450
Netmarble 251270+5.5%105,500

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3. Rare Earths & Rare Metals (recurred after 8 days)

StockChangeCloseLeader
Union 000910+12.1%4,960★
Novatech 285490+8.7%7,726
Union Materials 047400+5.2%2,410
Tplex 081150+4.6%2,500

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4. Telecom Carriers (recurred after 22 days)

StockChangeCloseLeader
LG Uplus 032640+3.0%13,850★
SK Telecom 017670+2.4%36,233
KT 030200+0.8%23,650

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Closing Thoughts

All four themes were recurrences on a one-day streak, after gaps of 4 to 22 days. Whether COVID (Diagnostics, Treatments, Vaccines) extends its streak is the next test.

Union’s gain came on the same day as news of a treasury share disposal decision. Telecom Carriers trailed with an average change of 2.09%, with KT up just 0.85%.