Jul 27: 6 Strong Themes — Japan Boycott Beneficiaries, Japan Export Curbs (Localization)
6 strong themes — 6 recurred. Top: Japan Boycott Beneficiaries +24.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Japan Boycott Beneficiaries | Monami | +29.88% | |
| Japan Export Curbs (Localization) | Smart Solutions | +22.79% | - |
| Hydrogen (Fuel Cells, Vehicles) | Doosan Fuel Cell | +8.91% | |
| Semiconductors | LEENO Industrial | +10.02% | |
| Crypto & Bitcoin | T Scientific | +4.90% | |
| Securities Brokers | Eugene Investment & Securities | +4.58% |
On 2020-07-27, Japan Boycott Beneficiaries was the strongest theme, with an average change of 24.78%. All 3 of its stocks closed higher.
Monami led, up 29.88% to close at 8780, while Shinsung Tongsang gained 28.8%. Same-day news linked the rally to reports that Japan was weighing retaliatory measures.
All six themes closed higher, and every listed stock rose. Japan Export Curbs (Localization) came next with an average change of 11.85%, followed by Hydrogen (Fuel Cells, Vehicles) at 8.26%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Japan Boycott Beneficiaries | recurred after 33 days | +24.8% | 3/3 | Monami |
| 2 | Japan Export Curbs (Localization) | recurred after 33 days | +11.8% | 4/4 | Smart Solutions |
| 3 | Hydrogen (Fuel Cells, Vehicles) | recurred after 18 days | +8.3% | 4/4 | Doosan Fuel Cell |
| 4 | Semiconductors | recurred after 21 days | +6.6% | 6/6 | LEENO Industrial |
| 5 | Crypto & Bitcoin | recurred after 111 days | +5.2% | 4/4 | T Scientific |
| 6 | Securities Brokers | recurred after 10 days | +3.0% | 4/4 | Eugene Investment & Securities |
Theme by Theme
1. Japan Boycott Beneficiaries (recurred after 33 days)
- Episode: started 2020-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Monami 005360 | +29.9% | 8,780 | ★ |
Shinsung Tongsang 005390 | +28.8% | 2,370 | |
Codes Combine 047770 | +15.7% | 2,955 |
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2. Japan Export Curbs (Localization) (recurred after 33 days)
- Episode: started 2020-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Smart Solutions 136510 | +22.8% | 2,613 | ★ |
Youlchon Chemical 008730 | +10.1% | 16,850 | |
Ram Technology 171010 | +7.3% | 7,890 | |
Ilji Technology 019540 | +7.1% | 3,825 |
3. Hydrogen (Fuel Cells, Vehicles) (recurred after 18 days)
- Episode: started 2020-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HS Hyosung Advanced Materials 298050 | +9.3% | 129,500 | |
Doosan Fuel Cell 336260 | +8.9% | 44,350 | ★ |
Hyosung Heavy Industries 298040 | +8.6% | 46,500 | |
S-Energy 095910 | +6.2% | 5,247 |
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4. Semiconductors (recurred after 21 days)
- Episode: started 2020-07-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SFA Semicon 036540 | +10.6% | 6,070 | |
LEENO Industrial 058470 | +10.0% | 28,372 | ★ |
Nepes 033640 | +7.4% | 32,550 | |
Fine Semitech 036810 | +6.3% | 27,476 | |
DB HiTek 000990 | +3.0% | 31,050 | |
Samsung Electronics 005930 | +2.6% | 55,600 |
5. Crypto & Bitcoin (recurred after 111 days)
- Episode: started 2020-07-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Vidente 121800 | +6.1% | 6,300 | |
Woori Technology Investment 041190 | +5.2% | 2,715 | |
T Scientific 057680 | +4.9% | 23,990 | ★ |
Inbiogen 101140 | +4.8% | 99,085 |
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6. Securities Brokers (recurred after 10 days)
- Episode: started 2020-07-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Eugene Investment & Securities 001200 | +4.6% | 3,540 | ★ |
DB Securities 016610 | +2.9% | 3,565 | |
NH Investment & Securities 005940 | +2.5% | 8,850 | |
Samsung Securities 016360 | +2.1% | 29,400 |
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Closing Thoughts
Every theme was a recurrence. The gaps since each last appeared ranged from 10 days for Securities Brokers to 111 days for Crypto & Bitcoin. It is not yet clear whether the moves will last beyond one session.
The episodes for Semiconductors and Crypto & Bitcoin run through 2020-07-28. In Semiconductors, SFA Semicon rose 10.56% on volume of 34559811 shares.