Sep 3: 7 Strong Themes — COVID (Dexamethasone), Solar
7 strong themes — 6 recurred · 1 new. Top: COVID (Dexamethasone) +18.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID (Dexamethasone) | Seoul Pharma | +30.00% | |
| Solar | Hanwha Solutions | +15.55% | |
| Hydrogen (Fuel Cells, Vehicles) | Smotronic | +10.94% | |
| Wind | Unison | +7.85% | |
| Battery | Foosung | +8.70% | |
| Semiconductors | Foosung | +8.70% | |
| Music & Entertainment | JYP Entertainment | +6.40% |
Seven themes rose on 2020-09-03, and every listed stock in them closed higher. COVID (Dexamethasone) led with an average change of 18.9% across 7 stocks.
Seoul Pharma led that theme at 30.0%, with Jin Yang Pharmaceutical at 29.87% and Union Korea Pharm at 29.79%. It was a new theme for the session.
Solar returned after 56 days with an average change of 11.58%, led by Hanwha Solutions at 15.55%. News that day cited a strong Q3 outlook.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Dexamethasone) | new | +18.9% | 7/7 | Seoul Pharma |
| 2 | Solar | recurred after 56 days | +11.6% | 2/2 | Hanwha Solutions |
| 3 | Hydrogen (Fuel Cells, Vehicles) | recurred after 2 days | +8.5% | 2/2 | Smotronic |
| 4 | Wind | recurred after 3 days | +7.8% | 2/2 | Unison |
| 5 | Battery | recurred after 119 days | +7.6% | 2/2 | Foosung |
| 6 | Semiconductors | recurred after 2 days | +5.6% | 5/5 | Foosung |
| 7 | Music & Entertainment | recurred after 15 days | +4.8% | 3/3 | JYP Entertainment |
Theme by Theme
1. COVID (Dexamethasone) (new)
- Episode: started 2020-09-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seoul Pharma 018680 | +30.0% | 15,822 | ★ |
Jin Yang Pharmaceutical 007370 | +29.9% | 10,000 | |
Union Korea Pharm 080720 | +29.8% | 18,300 | |
Withus Pharmaceutical 330350 | +21.4% | 18,333 | |
Daehan Nupharm 054670 | +14.3% | 14,750 | |
Korea Pharma 032300 | +6.6% | 20,100 | |
Shinil Pharmaceutical 012790 | +0.2% | 37,385 |
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2. Solar (recurred after 56 days)
- Episode: started 2020-09-03, day 5
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3. Hydrogen (Fuel Cells, Vehicles) (recurred after 2 days)
- Episode: started 2020-09-03, day 1
4. Wind (recurred after 3 days)
- Episode: started 2020-09-03, day 5
5. Battery (recurred after 119 days)
- Episode: started 2020-09-03, day 1
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6. Semiconductors (recurred after 2 days)
- Episode: started 2020-09-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Foosung 093370 | +8.7% | 10,498 | ★ |
EugeneTechnology 084370 | +7.4% | 30,650 | |
Tokai Carbon Korea 064760 | +6.3% | 112,500 | |
Samsung Electronics 005930 | +3.7% | 56,400 | |
DB HiTek 000990 | +2.0% | 35,850 |
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7. Music & Entertainment (recurred after 15 days)
- Episode: started 2020-09-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
JYP Entertainment 035900 | +6.4% | 39,900 | ★ |
SM Entertainment 041510 | +4.2% | 38,850 | |
YG Entertainment 122870 | +4.0% | 52,200 |
Closing Thoughts
Foosung led both Battery and Semiconductors with an 8.7% gain. News that day asked whether DRAM prices had bottomed, as chip stocks rose together.
The Solar and Wind episodes run through 2020-09-07, while the other five themes end on 2020-09-03. Wind averaged 7.77%, led by Unison.