Nov 29: 4 Strong Themes — Games / Mobile Games, COVID (Sputnik V)

November 29, 2021 · #Games / Mobile Games #COVID (Sputnik V) #COVID #Shipping

4 strong themes — 4 recurred. Top: Games / Mobile Games +15.9%.

Strong themes4 Top change+15.9% LeaderWemade Max

Average change by strong theme

Average change of member stocks, by theme · descending
Games / Mobile Games
+15.9%
COVID (Sputnik V)
+15.8%
COVID
+14.5%
Shipping
+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
Games / Mobile GamesWemade Max+29.89%
COVID (Sputnik V)E-tron+19.86%-
COVIDPsomagen+29.84%
ShippingHeung-a Shipping+7.69%

On Nov 29, all four strong themes closed with every listed stock higher. Games / Mobile Games led with an average change of 15.87%, and all 4 of its stocks rose.

Wemade Max topped the game theme with a gain of 29.89%. News reports tied the move to the developer of ‘Mir 4’ becoming a wholly owned subsidiary.

Two COVID-related themes followed close behind. COVID (Sputnik V) had an average change of 15.76%, led by E-tron at 19.86%. COVID rose 14.52% on average, with Psomagen up 29.84%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Games / Mobile Gamesrecurred after 12 days+15.9%4/4Wemade Max
2COVID (Sputnik V)recurred after 39 days+15.8%4/4E-tron
3COVIDrecurred after 14 days+14.5%7/7Psomagen
4Shippingrecurred after 63 days+3.5%3/3Heung-a Shipping

Theme by Theme

1. Games / Mobile Games (recurred after 12 days)

StockChangeCloseLeader
Wemade Max 101730+29.9%54,100★
Neowiz 095660+17.5%31,850
Playwith Korea 023770+10.3%11,750
Neptune Company 217270+5.7%27,750

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2. COVID (Sputnik V) (recurred after 39 days)

StockChangeCloseLeader
E-tron 096040+19.9%531★
Prestige BioPharma 950210+15.1%27,850
ISU Abxis 086890+14.8%11,150
E Investment&Development 093230+13.3%3,415

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3. COVID (recurred after 14 days)

StockChangeCloseLeader
Psomagen 950200+29.8%10,400★
LabGenomics 084650+22.3%6,419
EuBiologics 206650+15.6%41,050
Genematrix 109820+13.6%11,050
CJ Bioscience 311690+9.6%39,015
Eone Diagnomics Genome Center 245620+6.4%6,035
Seegene 096530+4.3%75,000

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4. Shipping (recurred after 63 days)

StockChangeCloseLeader
Heung-a Shipping 003280+7.7%2,870★
Pan Ocean 028670+1.7%5,420
HMM 011200+1.2%24,750

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Closing Thoughts

All four themes are recurrences, each on a streak of 1. The next question is whether COVID, which had all 7 of its stocks up, can last beyond a single session.

Shipping came back after a 63-day gap with a smaller average change of 3.54%. Heung-a Shipping led at 7.69%, and news reports suggested the SCFI as a possible factor.