May 18: 4 Strong Themes — Cybersecurity, Rare Earths & Rare Metals

May 18, 2020 · #Cybersecurity #Rare Earths & Rare Metals #Battery / EV #Oil Refining

4 strong themes — 4 recurred. Top: Cybersecurity +21.4%.

Strong themes4 Top change+21.4% LeaderKorea Information Certificate Authority

Average change by strong theme

Average change of member stocks, by theme · descending
Cybersecurity
+21.4%
Rare Earths & Rare Metals
+9.2%
Battery / EV
+6.3%
Oil Refining
+1.9%

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
CybersecurityKorea Information Certificate Authority+30.00%
Rare Earths & Rare MetalsUnion+16.16%
Battery / EVCosmo Advanced Materials & Technology+4.79%
Oil RefiningSK Innovation+2.54%

Four themes rose on 2020-05-18, and every stock listed in them closed higher. Cybersecurity led with an average change of 21.41% across 5 stocks.

Leader Korea Information Certificate Authority rose 30.0%, with Korea Electronic Certification Authority up 29.98%. Headlines tied the rally to the expected end of accredited certificates.

Rare Earths & Rare Metals averaged 9.2%, led by Union at 16.16% amid US-China tension headlines. Battery / EV followed at 6.35%, with Ecopro BM up 8.65%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Cybersecurityrecurred after 132 days+21.4%5/5Korea Information Certificate Authority
2Rare Earths & Rare Metalsrecurred after 6 days+9.2%3/3Union
3Battery / EVrecurred after 40 days+6.3%4/4Cosmo Advanced Materials & Technology
4Oil Refiningrecurred after 69 days+1.9%2/2SK Innovation

Theme by Theme

1. Cybersecurity (recurred after 132 days)

StockChangeCloseLeader
Korea Information Certificate Authority 053300+30.0%5,330★
Korea Electronic Certification Authority 041460+30.0%5,550
RaonSecure 042510+25.4%20,260
Dream Security 203650+14.8%1,629
Seoul Information Service 036120+6.9%3,645

Related news

2. Rare Earths & Rare Metals (recurred after 6 days)

StockChangeCloseLeader
Union 000910+16.2%6,470★
Union Materials 047400+8.8%2,835
Daewon Chemical 024890+2.6%7,900

Related news

3. Battery / EV (recurred after 40 days)

StockChangeCloseLeader
Ecopro BM 247540+8.7%22,979
Shin Heung Energy & Electronics 243840+8.3%7,820
Cosmo Advanced Materials & Technology 005070+4.8%10,816★
Samsung SDI 006400+3.6%306,926

Related news

4. Oil Refining (recurred after 69 days)

StockChangeCloseLeader
SK Innovation 096770+2.5%95,246★
GS Holdings 078930+1.4%37,450

Closing Thoughts

All four themes returned after a gap, with Cybersecurity back after 132 days away. Each episode so far spans a single day, so whether the moves extend is the open question.

Oil Refining posted a smaller average change of 1.95%, led by SK Innovation at 2.54%. Dream Security traded 98155616 shares, the heaviest volume on the list.