Dec 29: 5 Strong Themes — Pharma & Biotech, Wind / Battery / EV / Hydrogen

December 29, 2020 · #Pharma & Biotech #Wind / Battery / EV / Hydrogen #Political Ties (Hong Jung-wook) #COVID (Moderna) #Japan Boycott Beneficiaries / Japan Export Curbs (Localization)

5 strong themes — 3 recurred · 2 new. Top: Pharma & Biotech +13.4%.

Strong themes5 Top change+13.4% LeaderVaxcell-Bio Therapeutics

Average change by strong theme

Average change of member stocks, by theme · descending
Pharma & Biotech
+13.4%
Wind / Battery / EV / Hydrogen
+11.8%
Political Ties (Hong Jung-wook)
+10.1%
COVID (Moderna)
+6.2%
Japan Boycott Beneficiaries / Japan Export Curbs (Localization)
+5.7%

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
Pharma & BiotechVaxcell-Bio Therapeutics+30.00%
Wind / Battery / EV / HydrogenDit+29.95%
Political Ties (Hong Jung-wook)Korea New Network+17.58%
COVID (Moderna)N2tech+5.67%
Japan Boycott Beneficiaries / Japan Export Curbs (Localization)Monami+7.20%

On 2020-12-29, five themes rallied, and every stock in each group closed higher. Pharma & Biotech led with an average change of 13.4%, and all 6 of its stocks rose.

Vaxcell-Bio Therapeutics topped that group with a gain of 30.0%, ahead of iNtRON Biotechnology at 16.09%. Celltrion added 10.08% on volume of 6905682 shares.

The new Wind / Battery / EV / Hydrogen theme followed at 11.77%, led by Dit at 29.95%. Political Ties (Hong Jung-wook) returned after 21 days, with Korea New Network up 17.58%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Pharma & Biotechrecurred after 8 days+13.4%6/6Vaxcell-Bio Therapeutics
2Wind / Battery / EV / Hydrogennew+11.8%4/4Dit
3Political Ties (Hong Jung-wook)recurred after 21 days+10.1%4/4Korea New Network
4COVID (Moderna)recurred after 13 days+6.2%4/4N2tech
5Japan Boycott Beneficiaries / Japan Export Curbs (Localization)new+5.7%4/4Monami

Theme by Theme

1. Pharma & Biotech (recurred after 8 days)

StockChangeCloseLeader
Vaxcell-Bio Therapeutics 323990+30.0%100,654★
iNtRON Biotechnology 048530+16.1%26,700
Cytogen 217330+13.4%14,097
Celltrion 068270+10.1%298,862
Celltrion Healthcare 091990+6.7%158,512
Samsung Biologics 207940+4.2%1,195,614

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2. Wind / Battery / EV / Hydrogen (new)

StockChangeCloseLeader
Dit 110990+29.9%9,590★
Samsung SDI 006400+7.5%588,398
Doosan Fuel Cell 336260+5.2%52,800
Unison 018000+4.4%3,992

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3. Political Ties (Hong Jung-wook) (recurred after 21 days)

StockChangeCloseLeader
Korea New Network 058400+17.6%2,475★
DigitalChosun 033130+10.5%3,050
SeoulAuction 063170+6.5%7,520
HanchangIndustry 079170+5.8%7,690

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4. COVID (Moderna) (recurred after 13 days)

StockChangeCloseLeader
ST Pharm 237690+8.2%101,200
Pharmicell 005690+6.7%17,450
N2tech 227950+5.7%23,300★
Psomagen 950200+4.1%17,700

5. Japan Boycott Beneficiaries / Japan Export Curbs (Localization) (new)

StockChangeCloseLeader
Monami 005360+7.2%5,510★
Shinsung Tongsang 005390+5.6%1,710
Chemtros 220260+5.1%6,970
KPM Tech 042040+4.9%232,309

Closing Thoughts

Every theme on the list was on day one of its episode, with a streak of 1. COVID (Moderna) returned after 13 days with an average change of 6.19%, led by N2tech.

Japan Boycott Beneficiaries / Japan Export Curbs (Localization) appeared as a new theme at 5.69%, with Monami up 7.2%. Later sessions will show whether these one-day moves continue.