Dec 28: 5 Strong Themes — Media & Content, COVID (Diagnostics, Treatments, Vaccines)

December 28, 2020 · #Media & Content #COVID (Diagnostics, Treatments, Vaccines) #System Semiconductors #Political Ties (Yoon Suk-yeol) #Cold Chain Logistics

5 strong themes — 1 running · 4 recurred. Top: Media & Content +7.1%.

Strong themes5 Top change+7.1% LeaderAstory

Average change by strong theme

Average change of member stocks, by theme · descending
Media & Content
+7.1%
COVID (Diagnostics, Treatments, Vaccines)
+6.6%
System Semiconductors
+5.9%
Political Ties (Yoon Suk-yeol)
+3.3%
Cold Chain Logistics
+2.5%

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
Media & ContentAstory+9.04%
COVID (Diagnostics, Treatments, Vaccines)Korea United Pharm+8.51%
System SemiconductorsDB HiTek+7.68%
Political Ties (Yoon Suk-yeol)Seoyon Topmetal+3.95%
Cold Chain LogisticsDaihan Scientific+3.79%

On 2020-12-28, Media & Content led the strong themes with an average change of 7.09%. All 4 of its stocks rose, with Loa & Co Holdings up 11.6% and leader Astory up 9.04%.

COVID (Diagnostics, Treatments, Vaccines) returned after a 45-day gap, averaging 6.57%. Leader Korea United Pharm rose 8.51% on volume of 10472205 shares.

System Semiconductors came back after 111 days with an average change of 5.94%. DB HiTek led at 7.68%, while LB Semicon and HanaMicron also gained.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Media & Contentrecurred after 19 days+7.1%4/4Astory
2COVID (Diagnostics, Treatments, Vaccines)recurred after 45 days+6.6%3/3Korea United Pharm
3System Semiconductorsrecurred after 111 days+5.9%3/3DB HiTek
4Political Ties (Yoon Suk-yeol)recurred after 26 days+3.3%4/4Seoyon Topmetal
5Cold Chain Logistics2 days running+2.5%3/3Daihan Scientific

Theme by Theme

1. Media & Content (recurred after 19 days)

StockChangeCloseLeader
Loa & Co Holdings 204630+11.6%46,770
Astory 241840+9.0%31,950★
Next Entertainment World 160550+4.7%6,010
Studio Dragon 253450+3.0%91,800

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2. COVID (Diagnostics, Treatments, Vaccines) (recurred after 45 days)

StockChangeCloseLeader
iNtRON Biotechnology 048530+8.8%23,000
Korea United Pharm 033270+8.5%67,600★
Enzychem Lifesciences 183490+2.4%16,229

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3. System Semiconductors (recurred after 111 days)

StockChangeCloseLeader
DB HiTek 000990+7.7%46,250★
LB Semicon 061970+5.2%12,629
HanaMicron 067310+5.0%6,396

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4. Political Ties (Yoon Suk-yeol) (recurred after 26 days)

StockChangeCloseLeader
Jindo 088790+6.4%4,235
Seoyon Topmetal 019770+4.0%8,950★
Dcksung 004830+1.6%8,250
Jeil Technos 038010+1.1%7,010

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5. Cold Chain Logistics (2 days running)

StockChangeCloseLeader
Daihan Scientific 131220+3.8%20,550★
ilShinbiobase 068330+2.8%6,523
Taekyung Chemical 006890+1.1%14,100

Closing Thoughts

Cold Chain Logistics was the only theme on a streak of 2, with leader Daihan Scientific up 3.79%. The next sessions will show whether that run continues.

Political Ties (Yoon Suk-yeol) reappeared after 26 days, averaging 3.28%, with Jindo up 6.41%. The other themes were one-day episodes, so it is still unclear whether they will carry on.