Jul 23: 6 Strong Themes — Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines), Rare Earths & Rare Metals
6 strong themes — 4 recurred · 2 new. Top: Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines) +19.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines) | Jeil Pharmaceutical | +30.00% | |
| Rare Earths & Rare Metals | Union | +29.87% | |
| Camera Modules & Parts | Optrontec | +25.10% | |
| Soybeans | Milae Bioresources | +6.90% | |
| Battery / EV | Younghwa Tech | +4.11% | |
| Car Majors | Hyundai Motor | +5.06% |
On 2020-07-23, the Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines) theme led the session with an average change of 19.44%. All 7 stocks rose, led by Jeil Pharmaceutical at 30.0%.
Rare Earths & Rare Metals came back after a gap of 8 days with an average change of 19.37%. Union led at 29.87%, and all 4 stocks in the theme closed higher.
Camera Modules & Parts came back after 240 days, with an average change of 15.7% as Optrontec rose 25.1%. Soybeans and Battery / EV had smaller average changes of 6.89% and 4.19%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines) | new | +19.4% | 7/7 | Jeil Pharmaceutical |
| 2 | Rare Earths & Rare Metals | recurred after 8 days | +19.4% | 4/4 | Union |
| 3 | Camera Modules & Parts | recurred after 240 days | +15.7% | 3/3 | Optrontec |
| 4 | Soybeans | new | +6.9% | 3/3 | Milae Bioresources |
| 5 | Battery / EV | recurred after 7 days | +4.2% | 2/3 | Younghwa Tech |
| 6 | Car Majors | recurred after 6 days | +2.8% | 4/4 | Hyundai Motor |
Theme by Theme
1. Pharma / Vaccines / Diagnostics / COVID (Diagnostics, Treatments, Vaccines) (new)
- Episode: started 2020-07-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeil Pharmaceutical 271980 | +30.0% | 62,400 | ★ |
LabGenomics 084650 | +30.0% | 6,561 | |
Shinil Pharmaceutical 012790 | +29.8% | 53,106 | |
EuBiologics 206650 | +19.1% | 13,200 | |
Sugentech 253840 | +12.4% | 29,550 | |
Jolse 018700 | +9.7% | 8,294 | |
Myungmoon Pharm 017180 | +5.0% | 6,260 |
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2. Rare Earths & Rare Metals (recurred after 8 days)
- Episode: started 2020-07-23, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Union 000910 | +29.9% | 7,000 | ★ |
Union Materials 047400 | +20.6% | 4,455 | |
Tplex 081150 | +15.7% | 4,060 | |
Cenotec 222420 | +11.3% | 2,550 |
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3. Camera Modules & Parts (recurred after 240 days)
- Episode: started 2020-07-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Optrontec 082210 | +25.1% | 6,430 | ★ |
Haesung Optics 076610 | +11.7% | 9,288 | |
Actro 290740 | +10.3% | 14,450 |
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4. Soybeans (new)
- Episode: started 2020-07-23, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sempio Company 007540 | +8.4% | 60,400 | |
Milae Bioresources 218150 | +6.9% | 3,410 | ★ |
Sempio Foods Company 248170 | +5.3% | 47,500 |
5. Battery / EV (recurred after 7 days)
- Episode: started 2020-07-23, day 1
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6. Car Majors (recurred after 6 days)
- Episode: started 2020-07-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Motor 005380 | +5.1% | 124,500 | ★ |
Kia 000270 | +2.5% | 36,700 | |
Hyundai Wia 011210 | +2.2% | 38,800 | |
HL Mando 204320 | +1.3% | 24,050 |
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노조 변수남았다 — 디지털타임스 (Korean)
Closing Thoughts
Every theme in this report has a streak of 1, so the next session will show whether any of them lasts beyond a single day. In Battery / EV, Sewon had no price data, and 2 of 3 stocks were up.
Car Majors had an average change of 2.77%, led by Hyundai Motor at 5.06%. That day’s news covered Hyundai Motor’s second-quarter results and its labor union as an open factor.