Oct 5: 6 Strong Themes — COVID (Remdesivir), Rare Earths & Rare Metals
6 strong themes — 4 recurred · 2 new. Top: COVID (Remdesivir) +12.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID (Remdesivir) | Maxrotec | +29.91% | - |
| Rare Earths & Rare Metals | Union Materials | +14.17% | |
| Shipping | Pan Ocean | +11.70% | |
| Car Majors / Auto Parts | HL Mando | +10.24% | |
| Steel Majors / Steel (Small & Mid Cap) | Hyundai Steel Company | +9.15% | |
| Banks | Hana Financial Group | +4.27% |
On Oct 5, COVID (Remdesivir) led the strong themes with an average change of 12.55%. All 4 of its stocks rose, led by Maxrotec at 29.91%.
Rare Earths & Rare Metals returned after a 34-day gap, averaging 9.01% as Union Materials gained 14.17%. Shipping came back after 101 days, with Pan Ocean up 11.7%.
Autos and financials also moved. Car Majors / Auto Parts went 6 for 6 with an average change of 6.0%, led by HL Mando at 10.24%. Banks averaged 3.9%, with all 3 names higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Remdesivir) | new | +12.6% | 4/4 | Maxrotec |
| 2 | Rare Earths & Rare Metals | recurred after 34 days | +9.0% | 3/3 | Union Materials |
| 3 | Shipping | recurred after 101 days | +7.1% | 3/3 | Pan Ocean |
| 4 | Car Majors / Auto Parts | recurred after 62 days | +6.0% | 6/6 | HL Mando |
| 5 | Steel Majors / Steel (Small & Mid Cap) | new | +5.6% | 4/5 | Hyundai Steel Company |
| 6 | Banks | recurred after 55 days | +3.9% | 3/3 | Hana Financial Group |
Theme by Theme
1. COVID (Remdesivir) (new)
- Episode: started 2020-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Maxrotec 141070 | +29.9% | 3,670 | ★ |
Bcworldpharm 200780 | +8.1% | 17,348 | |
Pharmicell 005690 | +6.9% | 19,300 | |
ST Pharm 237690 | +5.3% | 75,100 |
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2. Rare Earths & Rare Metals (recurred after 34 days)
- Episode: started 2020-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +14.2% | 4,190 | ★ |
Tplex 081150 | +7.8% | 3,460 | |
Cenotec 222420 | +5.1% | 2,170 |
3. Shipping (recurred after 101 days)
- Episode: started 2020-10-05, day 1
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4. Car Majors / Auto Parts (recurred after 62 days)
- Episode: started 2020-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HL Mando 204320 | +10.2% | 39,300 | ★ |
Kia 000270 | +7.7% | 50,500 | |
Hyundai Wia 011210 | +6.7% | 43,200 | |
Hyundai Motor 005380 | +4.8% | 187,000 | |
Hanon Systems 018880 | +4.0% | 11,944 | |
Hyundai Mobis 012330 | +2.6% | 236,000 |
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5. Steel Majors / Steel (Small & Mid Cap) (new)
- Episode: started 2020-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Steel Company 004020 | +9.2% | 26,850 | ★ |
Dongkuk Industries Company 005160 | +5.1% | 3,500 | |
POSCO Holdings 005490 | +4.6% | 205,000 | |
Hyundai BNG Steel 004560 | +3.7% | 7,650 | |
Dongkuk Holdings 001230 | - | - |
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6. Banks (recurred after 55 days)
- Episode: started 2020-10-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hana Financial Group 086790 | +4.3% | 29,300 | ★ |
KB Financial Group 105560 | +4.0% | 39,050 | |
Shinhan Financial Group 055550 | +3.4% | 28,550 |
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Closing Thoughts
Every theme sits on a 1-day streak, so the open question is whether the gains carry into the next session. In Steel Majors / Steel (Small & Mid Cap), Hyundai Steel Company rose 9.15%, while Dongkuk Holdings had no data.
News on the same day reported foreign net buying in Pan Ocean and Hyundai Steel Company, and a 6-day run of institutional buying in HL Mando. Whether that buying continues is the next thing to see.