Aug 11: 8 Strong Themes — Digital Health & Telehealth, COVID (Diagnostics, Treatments, Vaccines)

August 11, 2021 · #Digital Health & Telehealth #COVID (Diagnostics, Treatments, Vaccines) #Dental Care & Implants #Steel Majors #Education & E-Learning #Remote Work & Smart Work #Construction Equipment #Corrugated Board

8 strong themes — 8 recurred. Top: Digital Health & Telehealth +10.6%.

Strong themes8 Top change+10.6% LeaderInsung Information

Average change by strong theme

Average change of member stocks, by theme · descending
Digital Health & Telehealth
+10.6%
COVID (Diagnostics, Treatments, Vaccines)
+9.9%
Dental Care & Implants
+7.5%
Steel Majors
+6.1%
Education & E-Learning
+5.4%
Remote Work & Smart Work
+5.2%
Construction Equipment
+4.6%
Corrugated Board
+3.7%

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
Digital Health & TelehealthInsung Information+13.32%
COVID (Diagnostics, Treatments, Vaccines)Genematrix+9.17%
Dental Care & ImplantsValueAddedTechnology+12.45%
Steel MajorsKiswire+11.97%
Education & E-LearningIbkimyoung+6.97%
Remote Work & Smart WorkECSTELECOMCo+5.62%
Construction EquipmentJinsung T.e.c+6.98%
Corrugated BoardDaeyoung Packaging+5.44%

Strength was broad on 2021-08-11, with every stock in every theme closing higher. Digital Health & Telehealth led with an average change of 10.58%, helped by Insung Information’s 13.32% gain.

COVID (Diagnostics, Treatments, Vaccines) followed with an average change of 9.88%, and all 4 of its stocks rose. Cellid gained 11.66%, while the theme’s leader, Genematrix, added 9.17%.

Dental Care & Implants came back after a 62-day gap, led by ValueAddedTechnology at 12.45%. In Steel Majors, Kiswire rose 11.97%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Digital Health & Telehealthrecurred after 21 days+10.6%2/2Insung Information
2COVID (Diagnostics, Treatments, Vaccines)recurred after 7 days+9.9%4/4Genematrix
3Dental Care & Implantsrecurred after 62 days+7.5%5/5ValueAddedTechnology
4Steel Majorsrecurred after 12 days+6.1%3/3Kiswire
5Education & E-Learningrecurred after 7 days+5.4%3/3Ibkimyoung
6Remote Work & Smart Workrecurred after 7 days+5.2%3/3ECSTELECOMCo
7Construction Equipmentrecurred after 29 days+4.6%2/2Jinsung T.e.c
8Corrugated Boardrecurred after 26 days+3.7%2/2Daeyoung Packaging

Theme by Theme

1. Digital Health & Telehealth (recurred after 21 days)

StockChangeCloseLeader
Insung Information 033230+13.3%3,063★
BITComputer 032850+7.8%11,000

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2. COVID (Diagnostics, Treatments, Vaccines) (recurred after 7 days)

StockChangeCloseLeader
Cellid 299660+11.7%85,117
Korea Pharma 032300+9.6%58,400
Genematrix 109820+9.2%13,100★
EuBiologics 206650+9.1%43,750

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3. Dental Care & Implants (recurred after 62 days)

StockChangeCloseLeader
ValueAddedTechnology 043150+12.4%42,900★
Dentium 145720+11.0%80,500
Dentis 261200+6.3%14,350
Ray 228670+4.1%33,050
Dio 039840+3.5%50,900

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4. Steel Majors (recurred after 12 days)

StockChangeCloseLeader
Kiswire 002240+12.0%22,707★
SeAH Besteel Holdings 001430+3.9%29,400
POSCO Holdings 005490+2.4%345,500

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5. Education & E-Learning (recurred after 7 days)

StockChangeCloseLeader
Ibkimyoung 339950+7.0%4,295★
YBM Net 057030+4.8%9,040
Digital Daesung 068930+4.5%8,660

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6. Remote Work & Smart Work (recurred after 7 days)

StockChangeCloseLeader
ECSTELECOMCo 067010+5.6%8,650★
Rsupport 131370+5.3%10,250
RingNet 042500+4.8%5,013

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7. Construction Equipment (recurred after 29 days)

StockChangeCloseLeader
Jinsung T.e.c 036890+7.0%13,800★
DY Power 210540+2.2%16,450

8. Corrugated Board (recurred after 26 days)

StockChangeCloseLeader
Daeyoung Packaging 014160+5.4%3,295★
Shindaeyang Paper 016590+2.0%10,200

Closing Thoughts

Every theme here is a recurrence with a streak of 1, so the open question is whether any of them lasts past Aug 11. Insung Information stood out on volume, with 44779686 shares traded.

News linked Digital Health & Telehealth and Remote Work & Smart Work to a rise in new COVID-19 cases. In dental, a headline on Vatech reported 2Q operating profit up 908%.