Jul 6: 4 Strong Themes — Hydrogen (Fuel Cells, Vehicles), Agriculture

July 6, 2020 · #Hydrogen (Fuel Cells, Vehicles) #Agriculture #Semiconductors #Battery / EV

4 strong themes — 1 running · 3 recurred. Top: Hydrogen (Fuel Cells, Vehicles) +14.4%.

Strong themes4 Top change+14.4% LeaderYounghwa Tech

Average change by strong theme

Average change of member stocks, by theme · descending
Hydrogen (Fuel Cells, Vehicles)
+14.4%
Agriculture
+8.3%
Semiconductors
+6.6%
Battery / EV
+5.5%

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
Hydrogen (Fuel Cells, Vehicles)Younghwa Tech+29.89%
AgricultureChobi+12.89%
SemiconductorsNew Power Plasma+10.79%
Battery / EVEcopro BM+9.93%

On 2020-07-06, Hydrogen (Fuel Cells, Vehicles) led the strong themes with an average change of 14.38%, and all 4 of its stocks rose. Leader Younghwa Tech gained 29.89% to close at 8475.

Agriculture returned after a 796-day gap with an average change of 8.29%. LOTTE Fine Chemical rose 15.55%, while leader Chobi added 12.89%.

Semiconductors posted an average change of 6.62% with all 5 stocks up, led by New Power Plasma at 10.79%. Battery / EV extended its streak to 2 days, with Ecopro BM up 9.93%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Hydrogen (Fuel Cells, Vehicles)recurred after 13 days+14.4%4/4Younghwa Tech
2Agriculturerecurred after 796 days+8.3%4/4Chobi
3Semiconductorsrecurred after 5 days+6.6%5/5New Power Plasma
4Battery / EV2 days running+5.5%4/4Ecopro BM

Theme by Theme

1. Hydrogen (Fuel Cells, Vehicles) (recurred after 13 days)

StockChangeCloseLeader
Younghwa Tech 265560+29.9%8,475★
Iljin Diamond 081000+11.1%45,400
Kolon Industries 120110+8.6%35,350
JNK Global 126880+7.9%8,740

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2. Agriculture (recurred after 796 days)

StockChangeCloseLeader
LOTTE Fine Chemical 004000+15.6%39,750
Chobi 001550+12.9%21,450★
Kyungnong 002100+3.1%13,250
HyosungONBCo 097870+1.6%7,020

3. Semiconductors (recurred after 5 days)

StockChangeCloseLeader
New Power Plasma 144960+10.8%6,160★
SK enpulse 057500+10.6%4,425
Gis 306620+8.4%3,105
Samsung Electronics 005930+2.6%55,000
SK hynix 000660+0.7%86,000

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4. Battery / EV (2 days running)

StockChangeCloseLeader
Ecopro BM 247540+9.9%33,924★
Chunbo 278280+4.7%96,300
Hyundai Mobis 012330+4.6%204,500
SK Innovation 096770+2.6%133,325

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Closing Thoughts

Battery / EV was the only theme on a consecutive run, with its episode spanning 5 days through 2020-07-07. The next data point is whether that run continues.

The other three themes were single-day returns, including Hydrogen (Fuel Cells, Vehicles) after a 13-day gap. News that day tied Younghwa Tech to supplying hydrogen commercial-vehicle parts to Hyundai.