Jun 16: 7 Strong Themes — Battery / EV, Masks

June 16, 2020 · #Battery / EV #Masks #Semiconductors #Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) #Foldable Phones #Shipbuilding #Securities Brokers

7 strong themes — 7 recurred. Top: Battery / EV +11.8%.

Strong themes7 Top change+11.8% LeaderSang-a Frontec

Average change by strong theme

Average change of member stocks, by theme · descending
Battery / EV
+11.8%
Masks
+8.9%
Semiconductors
+8.7%
Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas)
+8.6%
Foldable Phones
+8.4%
Shipbuilding
+7.0%
Securities Brokers
+6.4%

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
Battery / EVSang-a Frontec+13.83%
MasksVivien+10.82%
SemiconductorsWonik IPS+11.22%
Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas)Joong Ang Enervis+5.82%
Foldable PhonesFine Technix+10.84%
ShipbuildingHD Hyundai Mipo+7.94%-
Securities BrokersHanwha Investment&securities+8.01%

On 2020-06-16, all seven strong themes came back after a gap, and every stock listed closed higher. Battery / EV led with an average change of 11.83%, with all 5 of its stocks up.

LG Chem had the theme’s biggest gain at 13.9%, while the theme leader, Sang-a Frontec, rose 13.83%. Posco Future M added 12.97%.

Masks came next with an average change of 8.87%, helped by GC Medical Science at 12.64%. Semiconductors averaged 8.73%, and Wonik IPS led that theme at 11.22%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery / EVrecurred after 21 days+11.8%5/5Sang-a Frontec
2Masksrecurred after 4 days+8.9%5/5Vivien
3Semiconductorsrecurred after 12 days+8.7%4/4Wonik IPS
4Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas)recurred after 13 days+8.6%5/5Joong Ang Enervis
5Foldable Phonesrecurred after 217 days+8.4%4/4Fine Technix
6Shipbuildingrecurred after 8 days+7.0%2/2HD Hyundai Mipo
7Securities Brokersrecurred after 641 days+6.4%5/5Hanwha Investment&securities

Theme by Theme

1. Battery / EV (recurred after 21 days)

StockChangeCloseLeader
LG Chem 051910+13.9%487,500
Sang-a Frontec 089980+13.8%23,050★
Posco Future M 003670+13.0%62,594
SK Innovation 096770+9.4%114,630
Chunbo 278280+9.1%91,600

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2. Masks (recurred after 4 days)

StockChangeCloseLeader
GC Medical Science 142280+12.6%11,050
Vivien 002070+10.8%5,367★
Monalisa 012690+7.1%6,220
KM 083550+7.0%14,126
Il Dong Pharmaceutical 249420+6.9%16,350

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3. Semiconductors (recurred after 12 days)

StockChangeCloseLeader
Wonik IPS 240810+11.2%33,700★
Dongjin Semichem 005290+10.7%20,250
S&S Tech 101490+8.7%31,400
Samsung Electronics 005930+4.4%52,100

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4. Oil Refining / Petrochemicals / LPG (Liquefied Petroleum Gas) (recurred after 13 days)

StockChangeCloseLeader
Kumho Petro Chemical 011780+11.6%77,000
Korea Petro Chemical Ind 006650+10.8%118,000
SK Innovation 096770+9.4%114,630
Joong Ang Enervis 000440+5.8%8,360★
GS Holdings 078930+5.5%38,200

5. Foldable Phones (recurred after 217 days)

StockChangeCloseLeader
Fine Technix 106240+10.8%1,666★
Wonik Cube 014190+8.5%1,530
KH Vatec 060720+7.6%24,000
Dongwoon Anatech 094170+6.6%4,327

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6. Shipbuilding (recurred after 8 days)

StockChangeCloseLeader
HD Hyundai Mipo 010620+7.9%34,000★
Samsung Heavy Industries 010140+6.0%6,050

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7. Securities Brokers (recurred after 641 days)

StockChangeCloseLeader
Hanwha Investment&securities 003530+8.0%1,820★
Sangsangininvestment&securities 001290+7.1%1,125
Mirae Asset Securities 006800+6.3%6,690
KIWOOM Securities 039490+5.2%87,000
Samsung Securities 016360+5.1%28,800

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Closing Thoughts

Every theme’s episode began and ended on Jun 16, so each one has a streak of 1. The next session will show whether Battery / EV extends that streak.

Some themes came back after long breaks. Securities Brokers returned after 641 days, and Foldable Phones after 217 days, so the next sessions will show whether these returns hold.