Aug 13: 4 Strong Themes — Graphene, China Consumer
4 strong themes — 4 recurred. Top: Graphene +11.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Graphene | SANGBOCo | +29.70% | |
| China Consumer | Naturecell | +5.29% | |
| Semiconductors | SFA Semicon | +5.94% | |
| Battery / EV | Samkee | +7.89% |
On Aug 13, four themes ran strong, led by Graphene with an average change of 11.44%. All 4 of its stocks rose, with leader SANGBOCo up 29.7%.
China Consumer returned after a 128-day gap with an average change of 7.0% and all 4 stocks up. Great Rich Technologies gained 12.17%, while leader Naturecell rose 5.29%.
Semiconductors and Battery / EV both posted an average change of 4.63%. All 5 stocks rose in the former, while Samkee led the latter at 7.89%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Graphene | recurred after 45 days | +11.4% | 4/4 | SANGBOCo |
| 2 | China Consumer | recurred after 128 days | +7.0% | 4/4 | Naturecell |
| 3 | Semiconductors | recurred after 14 days | +4.6% | 5/5 | SFA Semicon |
| 4 | Battery / EV | recurred after 6 days | +4.6% | 3/4 | Samkee |
Theme by Theme
1. Graphene (recurred after 45 days)
- Episode: started 2020-08-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SANGBOCo 027580 | +29.7% | 6,550 | ★ |
Orient Precision Industries 065500 | +9.2% | 4,208 | |
Exa E&c 054940 | +3.5% | 1,335 | |
Smart Solutions 136510 | +3.4% | 2,226 |
Related news
- KAIST, 2차원 그래핀 섬유 개발…전기 전도성・유연성↑ — 전자신문 (Korean)
2. China Consumer (recurred after 128 days)
- Episode: started 2020-08-13, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Great Rich Technologies 900290 | +12.2% | 2,397 | |
It’s Hanbul 226320 | +6.6% | 29,950 | |
Naturecell 007390 | +5.3% | 10,150 | ★ |
Neowiz 095660 | +4.0% | 30,250 |
3. Semiconductors (recurred after 14 days)
- Episode: started 2020-08-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DB HiTek 000990 | +6.3% | 36,900 | |
SFA Semicon 036540 | +5.9% | 6,060 | ★ |
ENF Technology 102710 | +3.8% | 46,050 | |
Systems Technology 039440 | +3.7% | 18,200 | |
UniTest 086390 | +3.4% | 15,400 |
4. Battery / EV (recurred after 6 days)
- Episode: started 2020-08-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samkee 122350 | +7.9% | 3,350 | ★ |
Sangsinenergydisplayprecision 091580 | +3.0% | 13,500 | |
Posco Future M 003670 | +2.9% | 89,161 | |
SFA Nexel 222080 | - | - |
Related news
- [리포트 브리핑]티에스아이, ‘2차전지 증설 경쟁의 수혜기업’ Not Rated - IBK투자증권 — 뉴스핌 (Korean)
Closing Thoughts
Every theme on Aug 13 came back after a gap and had a streak of 1, so it is not yet clear whether the moves will continue. Only China Consumer has an episode running through 2020-08-14.
In Battery / EV, 3 of 4 stocks rose and SFA Nexel showed no data. Graphene came with KAIST news on 2D graphene fiber, while Semiconductors had no news attached.