Dec 16: 8 Strong Themes — Remote Work & Smart Work, Food

December 16, 2020 · #Remote Work & Smart Work #Food #Battery #Semiconductor Equipment / Semiconductor Materials & Components #Corrugated Board / Paper #Solar / Wind #COVID (Test Kits & Negative-Pressure Wards) #iPhone Supply Chain

8 strong themes — 5 recurred · 3 new. Top: Remote Work & Smart Work +22.7%.

Strong themes8 Top change+22.7% LeaderRingNet

Average change by strong theme

Average change of member stocks, by theme · descending
Remote Work & Smart Work
+22.7%
Food
+20.2%
Battery
+19.8%
Semiconductor Equipment / Semiconductor Materials & Components
+11.5%
Corrugated Board / Paper
+10.4%
Solar / Wind
+8.8%
COVID (Test Kits & Negative-Pressure Wards)
+7.1%
iPhone Supply Chain
+6.0%

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
Remote Work & Smart WorkRingNet+29.97%
FoodBoratr+27.87%
BatteryL&F+25.44%
Semiconductor Equipment / Semiconductor Materials & ComponentsDevice+12.27%
Corrugated Board / PaperBlue Industrial Development+15.27%
Solar / WindEagon Holdings+9.24%
COVID (Test Kits & Negative-Pressure Wards)BioSmart+20.42%
iPhone Supply ChainYMT+10.03%

On Dec 16, Remote Work & Smart Work was the strongest theme of the session, with an average change of 22.74%. RingNet led the group with a 29.97% gain, and ECSTELECOMCo added 15.51%.

Food came next with an average change of 20.17%, its first appearance after a gap of 215 days. Battery averaged 19.81%, all 5 of its stocks rose, and L&F led at 25.44%.

Three themes appeared for the first time: Semiconductor Equipment / Semiconductor Materials & Components at 11.51%, Solar / Wind at 8.8%, and COVID (Test Kits & Negative-Pressure Wards) at 7.08%. BioSmart led the last group with a 20.42% gain.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Remote Work & Smart Workrecurred after 2 days+22.7%2/2RingNet
2Foodrecurred after 215 days+20.2%3/3Boratr
3Batteryrecurred after 47 days+19.8%5/5L&F
4Semiconductor Equipment / Semiconductor Materials & Componentsnew+11.5%5/5Device
5Corrugated Board / Paperrecurred after 12 days+10.4%4/4Blue Industrial Development
6Solar / Windnew+8.8%5/6Eagon Holdings
7COVID (Test Kits & Negative-Pressure Wards)new+7.1%5/5BioSmart
8iPhone Supply Chainrecurred after 64 days+6.0%4/4YMT

Theme by Theme

1. Remote Work & Smart Work (recurred after 2 days)

StockChangeCloseLeader
RingNet 042500+30.0%6,640★
ECSTELECOMCo 067010+15.5%10,500

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2. Food (recurred after 215 days)

StockChangeCloseLeader
Boratr 250000+27.9%19,500★
Wooyang 103840+16.5%6,910
Foodwell 005670+16.1%8,500

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3. Battery (recurred after 47 days)

StockChangeCloseLeader
Welcron Hantec 076080+30.0%3,665
Kumyang 001570+29.9%7,470
L&F 066970+25.4%68,767★
Cosmo Advanced Materials & Technology 005070+7.6%17,533
Younghwa Tech 265560+6.2%11,650

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4. Semiconductor Equipment / Semiconductor Materials & Components (new)

StockChangeCloseLeader
VM 089970+12.9%16,600
Device 187870+12.3%28,066★
HANMI Semiconductor 042700+12.0%7,950
FNS Tech 083500+11.6%12,000
ISC 095340+8.8%26,700

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5. Corrugated Board / Paper (recurred after 12 days)

StockChangeCloseLeader
Blue Industrial Development 006740+15.3%7,679★
Sambo Corrugated Board 023600+10.6%11,000
Shinpoong 002870+8.4%4,265
Hanchang Paper 009460+7.5%12,625

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6. Solar / Wind (new)

StockChangeCloseLeader
SK oceanplant 100090+12.7%22,150
CS Wind 112610+9.8%79,477
Eagon Holdings 039020+9.2%2,955★
Hanwha Solutions 009830+6.7%55,207
SK D&D 210980+5.5%24,514
OCI Holdings Company 010060--

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7. COVID (Test Kits & Negative-Pressure Wards) (new)

StockChangeCloseLeader
BioSmart 038460+20.4%9,670★
EcoVive 015540+5.2%6,080
SY 109610+3.8%6,000
RollingStone 214610+3.4%100,988
Kolmar BioTech 215380+2.6%11,950

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8. iPhone Supply Chain (recurred after 64 days)

StockChangeCloseLeader
YMT 251370+10.0%19,200★
Duk San Neolux 213420+6.3%32,750
Interflex 051370+4.4%17,700
LG Innotek 011070+3.4%168,000

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Closing Thoughts

All eight themes are on a streak of 1. The next session will show whether any of these moves continue past a single day.

The Solar / Wind episode runs through Dec 17, and OCI Holdings Company has no change data for the day. iPhone Supply Chain returned after 64 days with an average change of 6.04%.