Oct 7: 6 Strong Themes — Political Ties (Ahn Cheol-soo), COVID (Plasma Therapy)

October 7, 2020 · #Political Ties (Ahn Cheol-soo) #COVID (Plasma Therapy) #Currency & ATM Systems (incl. CBDC) #Hydrogen (Fuel Cells, Vehicles) #iPhone Supply Chain #Education & E-Learning

6 strong themes — 6 recurred. Top: Political Ties (Ahn Cheol-soo) +14.0%.

Strong themes6 Top change+14.0% LeaderCamus Engineering & Construction

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Ahn Cheol-soo)
+14.0%
COVID (Plasma Therapy)
+13.8%
Currency & ATM Systems (incl. CBDC)
+9.1%
Hydrogen (Fuel Cells, Vehicles)
+5.3%
iPhone Supply Chain
+5.1%
Education & E-Learning
+3.5%

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
Political Ties (Ahn Cheol-soo)Camus Engineering & Construction+30.00%
COVID (Plasma Therapy)Union Korea Pharm+29.94%
Currency & ATM Systems (incl. CBDC)Hannet+16.52%
Hydrogen (Fuel Cells, Vehicles)EcoSimplex+5.61%
iPhone Supply ChainBHCo+5.67%
Education & E-LearningYBM Net+4.11%

On Oct 7, 2020, all six strong themes closed with every stock higher. Political Ties (Ahn Cheol-soo) topped the list with an average change of 13.96%, back after a 219-day gap.

Close behind was COVID (Plasma Therapy) with an average change of 13.79%, back after 43 days. Its leader, Union Korea Pharm, rose 29.94% to close at 21050.

Currency & ATM Systems (incl. CBDC) averaged 9.07%, led by Hannet’s 16.52% gain. Hydrogen (Fuel Cells, Vehicles), iPhone Supply Chain and Education & E-Learning posted milder gains.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Ahn Cheol-soo)recurred after 219 days+14.0%4/4Camus Engineering & Construction
2COVID (Plasma Therapy)recurred after 43 days+13.8%3/3Union Korea Pharm
3Currency & ATM Systems (incl. CBDC)recurred after 111 days+9.1%3/3Hannet
4Hydrogen (Fuel Cells, Vehicles)recurred after 9 days+5.3%5/5EcoSimplex
5iPhone Supply Chainrecurred after 9 days+5.1%3/3BHCo
6Education & E-Learningrecurred after 41 days+3.5%4/4YBM Net

Theme by Theme

1. Political Ties (Ahn Cheol-soo) (recurred after 219 days)

StockChangeCloseLeader
Camus Engineering & Construction 013700+30.0%1,560★
Sunny Electronics 004770+9.7%5,100
KC Feed 025880+8.3%2,205
Korea Robot Manufacturing 093640+7.8%3,170

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2. COVID (Plasma Therapy) (recurred after 43 days)

StockChangeCloseLeader
Union Korea Pharm 080720+29.9%21,050★
Eco Volt 097780+6.6%16,273
ilShinbiobase 068330+4.8%5,775

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3. Currency & ATM Systems (incl. CBDC) (recurred after 111 days)

StockChangeCloseLeader
Hannet 052600+16.5%4,760★
Logisys 067730+9.3%4,450
NICE Infra 063570+1.4%6,010

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4. Hydrogen (Fuel Cells, Vehicles) (recurred after 9 days)

StockChangeCloseLeader
Ajin Electronic Components 009320+7.5%3,025
Doosan Fuel Cell 336260+6.0%39,052
EcoSimplex 038870+5.6%9,600★
GMB Korea 013870+5.2%8,560
Motonic 009680+2.4%12,850

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5. iPhone Supply Chain (recurred after 9 days)

StockChangeCloseLeader
LG Innotek 011070+5.7%166,000
BHCo 090460+5.7%22,350★
Duk San Neolux 213420+4.0%33,550

6. Education & E-Learning (recurred after 41 days)

StockChangeCloseLeader
MegaStudy 072870+4.7%11,200
YBM Net 057030+4.1%9,370★
Creverse 096240+3.0%22,350
Multicampus 067280+2.4%29,700

Closing Thoughts

All themes but one were one-day episodes. Hydrogen (Fuel Cells, Vehicles) was the exception, with an episode running from Oct 7 to Oct 8.

Trading was heavy in places: Eco Volt traded 245233642 shares and Sunny Electronics traded 63247904. A news item dated Oct 6 reported that the exchange had asked Hannet to explain its sharp price rise.