Jul 28: 7 Strong Themes — Virtual Reality (VR) / Augmented Reality (AR), Moderna
7 strong themes — 2 running · 5 recurred. Top: Virtual Reality (VR) / Augmented Reality (AR) +15.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Virtual Reality (VR) / Augmented Reality (AR) | Elentec | +7.89% | |
| Moderna | RootK | +2.21% | |
| Space & Aerospace | Vitzro Tech | +16.54% | |
| Semiconductors | EO Technics | +10.44% | |
| Battery / EV | Sangsinenergydisplayprecision | +6.25% | |
| MLCC (Multilayer Ceramic Capacitors) | Samwha Capacitor | +8.38% | |
| Crypto & Bitcoin | Vidente | +6.51% |
On 2020-07-28, Virtual Reality (VR) / Augmented Reality (AR) led the strong themes with an average change of 14.96%. All 4 of its stocks rose, with IMCo up 22.2%.
Space & Aerospace came back after a gap of 1611 days, and all 5 of its stocks closed higher. The theme had an average change of 7.64%, and Vitzro Tech led with a gain of 16.54%.
Semiconductors stretched its streak to 2 days with an average change of 7.11%. Samsung Electronics rose 5.4% on volume of 48431566 shares.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Virtual Reality (VR) / Augmented Reality (AR) | recurred after 83 days | +15.0% | 4/4 | Elentec |
| 2 | Moderna | recurred after 13 days | +8.2% | 2/2 | RootK |
| 3 | Space & Aerospace | recurred after 1611 days | +7.6% | 5/5 | Vitzro Tech |
| 4 | Semiconductors | 2 days running | +7.1% | 5/5 | EO Technics |
| 5 | Battery / EV | recurred after 5 days | +6.7% | 4/4 | Sangsinenergydisplayprecision |
| 6 | MLCC (Multilayer Ceramic Capacitors) | recurred after 11 days | +5.4% | 3/3 | Samwha Capacitor |
| 7 | Crypto & Bitcoin | 2 days running | +3.8% | 4/4 | Vidente |
Theme by Theme
1. Virtual Reality (VR) / Augmented Reality (AR) (recurred after 83 days)
- Episode: started 2020-07-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
IMCo 101390 | +22.2% | 9,040 | |
Hanbit Soft 047080 | +16.1% | 3,275 | |
Dexter studios 206560 | +13.6% | 5,500 | |
Elentec 054210 | +7.9% | 4,515 | ★ |
Related news
- [이시각 상한가] 이랜텍(▲1255) - 28일 오전 9시4분 — 이투데이 (Korean)
2. Moderna (recurred after 13 days)
- Episode: started 2020-07-28, day 1
Related news
- 모더나 ‘세계 최대 규모’ 코로나 백신 3상 돌입… 에이비프로바이오·파미셀 등 관련주 급등 — 세계일보 (Korean)
- [특징주] 美 모더나 코로나19 임상3상에…파미셀·에이비프로바이오 강세 — 서울경제 (Korean)
- 모더나 관련주? 파미셀·에이비프로바이오·바른손, 진짜는 없다 [고윤상의 저격 이 종목] — 한국경제 (Korean)
3. Space & Aerospace (recurred after 1611 days)
- Episode: started 2020-07-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Vitzro Tech 042370 | +16.5% | 7,890 | ★ |
Hanyang Digitech 078350 | +7.8% | 5,930 | |
Hanyang Eng 045100 | +5.6% | 10,450 | |
Asia Pacific Satellite lnc 211270 | +4.8% | 8,050 | |
Korea Aerospace Industries 047810 | +3.5% | 25,450 |
4. Semiconductors (2 days running)
- Episode: started 2020-07-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
EO Technics 039030 | +10.4% | 114,200 | ★ |
Wonik IPS 240810 | +8.8% | 37,700 | |
DB HiTek 000990 | +7.2% | 33,300 | |
Samsung Electronics 005930 | +5.4% | 58,600 | |
Techwing 089030 | +3.7% | 10,734 |
Related news
- [장중수급포착] 이오테크닉스, 외국인 22,747주 대량 순매수… 주가 +10.06% — 뉴스핌 (Korean)
5. Battery / EV (recurred after 5 days)
- Episode: started 2020-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
L&F 066970 | +9.5% | 36,163 | |
People & Technology 137400 | +7.0% | 15,200 | |
Sangsinenergydisplayprecision 091580 | +6.2% | 9,520 | ★ |
Samsung SDI 006400 | +4.0% | 384,760 |
6. MLCC (Multilayer Ceramic Capacitors) (recurred after 11 days)
- Episode: started 2020-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +8.4% | 59,500 | ★ |
Samsung Electro-mechanics 009150 | +4.7% | 144,500 | |
Cosmo Advanced Materials & Technology 005070 | +3.2% | 14,372 |
Related news
- “전장용 MLCC 약세, 美中분쟁·코로나 등 변수”-삼성전기 컨콜 — 이데일리 (Korean)
- 삼성전기 2분기 실적 ‘흔들’…“전장용 MLCC 수요 회복 시간 필요”(종합) — 아시아투데이 (Korean)
7. Crypto & Bitcoin (2 days running)
- Episode: started 2020-07-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Vidente 121800 | +6.5% | 6,710 | ★ |
Makus 093520 | +3.8% | 4,215 | |
JCH Systems 033320 | +3.2% | 6,050 | |
Woori Technology Investment 041190 | +1.5% | 2,755 |
Closing Thoughts
Semiconductors and Crypto & Bitcoin were the only themes on 2-day streaks. The next session will show whether either streak keeps going past Jul 28.
Moderna returned after a 13-day gap with an average change of 8.21%, and Binex led at 14.22%. One headline that day argued that none of the related names is really tied to Moderna.