Dec 21: 4 Strong Themes — COVID (Treatments & Vaccines), Political Ties (Ahn Cheol-soo)

December 21, 2020 · #COVID (Treatments & Vaccines) #Political Ties (Ahn Cheol-soo) #EV / Battery #Pharma & Biotech

4 strong themes — 3 recurred · 1 new. Top: COVID (Treatments & Vaccines) +23.2%.

Strong themes4 Top change+23.2% LeaderIlyang Pharmaceutical

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Treatments & Vaccines)
+23.2%
Political Ties (Ahn Cheol-soo)
+18.8%
EV / Battery
+18.3%
Pharma & Biotech
+17.3%

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
COVID (Treatments & Vaccines)Ilyang Pharmaceutical+29.95%
Political Ties (Ahn Cheol-soo)Camus Engineering & Construction+30.00%
EV / BatteryMyoung Shin Industry+29.50%
Pharma & BiotechIlyang Pharmaceutical+29.95%

Four themes posted strong gains on 2020-12-21. COVID (Treatments & Vaccines) led with an average change of 23.23%, and all 4 of its stocks closed higher.

Political Ties (Ahn Cheol-soo) returned after a 75-day gap with an average change of 18.83%. Its leader, Camus Engineering & Construction, rose 30.0%.

EV / Battery came back after 97 days with an average change of 18.28%, and 5 of its 6 stocks rose. Pharma & Biotech returned after 138 days with an average change of 17.27%, and all 6 of its stocks were up.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Treatments & Vaccines)new+23.2%4/4Ilyang Pharmaceutical
2Political Ties (Ahn Cheol-soo)recurred after 75 days+18.8%4/4Camus Engineering & Construction
3EV / Batteryrecurred after 97 days+18.3%5/6Myoung Shin Industry
4Pharma & Biotechrecurred after 138 days+17.3%6/6Ilyang Pharmaceutical

Theme by Theme

1. COVID (Treatments & Vaccines) (new)

StockChangeCloseLeader
Ilyang Pharmaceutical 007570+29.9%91,739★
Daewoong Pharma 069620+29.9%275,500
Korea United Pharm 033270+24.5%65,000
Bukwang Pharmaceutical Ind 003000+8.5%29,317

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2. Political Ties (Ahn Cheol-soo) (recurred after 75 days)

StockChangeCloseLeader
Camus Engineering & Construction 013700+30.0%2,665★
Sunny Electronics 004770+19.3%4,830
Ahnlab 053800+16.9%74,600
Korea Robot Manufacturing 093640+9.1%3,105

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3. EV / Battery (recurred after 97 days)

StockChangeCloseLeader
Dae-il 092200+29.9%3,630
Myoung Shin Industry 009900+29.5%51,800★
CTR Mobility 308170+22.0%35,250
Welcron Hantec 076080+6.9%4,200
L&F 066970+3.2%67,998
SFA Nexel 222080--

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4. Pharma & Biotech (recurred after 138 days)

StockChangeCloseLeader
Ilyang Pharmaceutical 007570+29.9%91,739★
Myungmoon Pharm 017180+29.9%9,420
Vaxcell-Bio Therapeutics 323990+19.6%83,683
Anterogen 065660+12.9%62,300
Chong Kun Dang Pharmaceutical 185750+7.2%206,865
Medipost 078160+4.1%36,921

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Closing Thoughts

All four themes are on day one, each with a streak of 1, so the next sessions will show whether any of them continues. Ilyang Pharmaceutical led both drug-related themes with a gain of 29.95%.

In EV / Battery, Myoung Shin Industry led with a gain of 29.5%, and SFA Nexel had no price data. Within Pharma & Biotech, gains ranged from 4.09% to 29.93%.