Jan 22: 7 Strong Themes — Games / Mobile Games, Hydrogen (Fuel Cells, Vehicles)

January 22, 2021 · #Games / Mobile Games #Hydrogen (Fuel Cells, Vehicles) #Semiconductors #China Consumer #Internet Majors #Steel Majors / Steel (Small & Mid Cap) #Power Equipment

7 strong themes — 7 recurred. Top: Games / Mobile Games +12.8%.

Strong themes7 Top change+12.8% LeaderDevsisters

Average change by strong theme

Average change of member stocks, by theme · descending
Games / Mobile Games
+12.8%
Hydrogen (Fuel Cells, Vehicles)
+8.7%
Semiconductors
+8.3%
China Consumer
+6.4%
Internet Majors
+4.2%
Steel Majors / Steel (Small & Mid Cap)
+4.0%
Power Equipment
+3.8%

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
Games / Mobile GamesDevsisters+29.86%
Hydrogen (Fuel Cells, Vehicles)Pyung Hwa Holdings+9.95%
SemiconductorsSignetics+15.17%
China ConsumerChorokbaem Media+16.59%
Internet MajorsNAVER+6.51%
Steel Majors / Steel (Small & Mid Cap)Kyeong Nam Steel+6.81%
Power EquipmentIljin Electric+3.67%

Seven themes led the Jan 22, 2021 session, and every one was a recurrence. Games / Mobile Games topped the list with an average change of 12.76%, with all 4 stocks rising.

Devsisters led the game group with a 29.86% gain, and headlines linked the rally to rumours of a Tencent purchase. The theme returned after a gap of 728 days.

Hydrogen (Fuel Cells, Vehicles) followed with an average change of 8.67%, and Pyung Hwa Holdings rose 9.95%. In Semiconductors, Signetics jumped 15.17%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Games / Mobile Gamesrecurred after 728 days+12.8%4/4Devsisters
2Hydrogen (Fuel Cells, Vehicles)recurred after 14 days+8.7%3/3Pyung Hwa Holdings
3Semiconductorsrecurred after 2 days+8.3%4/4Signetics
4China Consumerrecurred after 289 days+6.4%9/10Chorokbaem Media
5Internet Majorsrecurred after 57 days+4.2%2/2NAVER
6Steel Majors / Steel (Small & Mid Cap)recurred after 3 days+4.0%4/4Kyeong Nam Steel
7Power Equipmentrecurred after 1010 days+3.8%2/2Iljin Electric

Theme by Theme

1. Games / Mobile Games (recurred after 728 days)

StockChangeCloseLeader
Devsisters 194480+29.9%22,400★
Nexon GT 041140+10.6%15,650
Webzen 069080+6.6%41,350
Wemade Max 101730+4.0%2,990

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2. Hydrogen (Fuel Cells, Vehicles) (recurred after 14 days)

StockChangeCloseLeader
Pyung Hwa Holdings 010770+9.9%4,255★
DK-Lok 105740+8.8%16,100
NS 126870+7.3%5,890

3. Semiconductors (recurred after 2 days)

StockChangeCloseLeader
Signetics 033170+15.2%1,040★
KoMi 183300+9.1%29,387
Mi 059090+5.8%17,400
Advanced Digital Chips 054630+3.0%13,390

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4. China Consumer (recurred after 289 days)

StockChangeCloseLeader
Chorokbaem Media 047820+16.6%37,950★
Hybe 352820+11.3%190,575
Cosmax 192820+8.9%108,316
Korean Air Lines 003490+5.8%27,100
Kangwon Land 035250+3.7%25,300
Hyundai Department Store 069960+3.1%83,100
Hotel Shilla 008770+3.0%88,100
Amorepacific 090430+2.8%238,000
Very Good Tour 094850+2.8%11,200
Gradiant 035080--

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5. Internet Majors (recurred after 57 days)

StockChangeCloseLeader
NAVER 035420+6.5%343,500★
Kakao 035720+2.0%92,931

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6. Steel Majors / Steel (Small & Mid Cap) (recurred after 3 days)

StockChangeCloseLeader
Kyeong Nam Steel 039240+6.8%2,040★
Keum Kang Steel 053260+4.3%3,550
SeAH Besteel Holdings 001430+2.8%12,800
Daehan Steel 084010+2.3%7,501

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7. Power Equipment (recurred after 1010 days)

StockChangeCloseLeader
Hyosung Heavy Industries 298040+3.9%70,000
Iljin Electric 103590+3.7%3,337★

Closing Thoughts

The Semiconductors episode runs to Jan 26, a 5-day span. Every other theme is a 1-day episode, so this window is the next marker to track.

China Consumer rose 6.43% on average, with 9 of 10 stocks up, led by Chorokbaem Media at 16.59%. Internet Majors, led by NAVER at 6.51%, adds a read on large caps.