Apr 12: 7 Strong Themes — COVID (Diagnostics), Battery / EV

April 12, 2021 · #COVID (Diagnostics) #Battery / EV #Wind #Defense & War #Securities Brokers #Shipbuilding / Shipbuilding Equipment #Political Ties (Rhyu Si-min)

7 strong themes — 7 recurred. Top: COVID (Diagnostics) +17.2%.

Strong themes7 Top change+17.2% LeaderHumasis

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Diagnostics)
+17.2%
Battery / EV
+7.3%
Wind
+4.9%
Defense & War
+4.9%
Securities Brokers
+3.3%
Shipbuilding / Shipbuilding Equipment
+2.8%
Political Ties (Rhyu Si-min)
+2.0%

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
COVID (Diagnostics)Humasis+27.10%
Battery / EVSK Innovation+11.97%
WindKEPCO Engineering & Construction Company+9.67%
Defense & WarVictek+6.28%
Securities BrokersKorea Investment Holdings+3.60%
Shipbuilding / Shipbuilding EquipmentHD Korea Shipbuilding & Offshore Engineering+2.73%
Political Ties (Rhyu Si-min)Bohae Brewery+3.90%

COVID (Diagnostics) led the Apr 12 session with an average change of 17.17%. All 4 stocks in the theme rose, and leader Humasis gained 27.1% to close at 15010.

Battery / EV came next with an average change of 7.31%, and all 5 of its stocks rose. Leader SK Innovation gained 11.97%, and news that day pointed to reduced lawsuit uncertainty.

Every stock listed in these themes closed higher. Political Ties (Rhyu Si-min) came back after a gap of 546 days, and Bohae Brewery rose 3.9% on volume of 22732664.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Diagnostics)recurred after 6 days+17.2%4/4Humasis
2Battery / EVrecurred after 11 days+7.3%5/5SK Innovation
3Windrecurred after 33 days+4.9%3/3KEPCO Engineering & Construction Company
4Defense & Warrecurred after 18 days+4.9%3/3Victek
5Securities Brokersrecurred after 5 days+3.3%2/2Korea Investment Holdings
6Shipbuilding / Shipbuilding Equipmentrecurred after 7 days+2.8%4/4HD Korea Shipbuilding & Offshore Engineering
7Political Ties (Rhyu Si-min)recurred after 546 days+2.0%3/3Bohae Brewery

Theme by Theme

1. COVID (Diagnostics) (recurred after 6 days)

StockChangeCloseLeader
Humasis 205470+27.1%15,010★
Genematrix 109820+16.1%16,900
Genolution 225220+14.1%9,161
Access Bio 950130+11.4%15,912

2. Battery / EV (recurred after 11 days)

StockChangeCloseLeader
SK Innovation 096770+12.0%262,223★
Inzi Controls 023800+9.9%18,250
Ecopro BM 247540+8.5%44,598
SKC 011790+5.5%135,350
LG Chem 051910+0.6%817,000

Related news

3. Wind (recurred after 33 days)

StockChangeCloseLeader
KEPCO Engineering & Construction Company 052690+9.7%31,200★
Unison 018000+2.9%3,637
DMS 068790+2.2%12,793

4. Defense & War (recurred after 18 days)

StockChangeCloseLeader
Victek 065450+6.3%7,950★
Speco 013810+4.4%9,890
Firstec 010820+4.0%2,610

5. Securities Brokers (recurred after 5 days)

StockChangeCloseLeader
Korea Investment Holdings 071050+3.6%103,500★
DB Securities 016610+3.0%6,880

Related news

6. Shipbuilding / Shipbuilding Equipment (recurred after 7 days)

StockChangeCloseLeader
Hanwha Ocean 042660+3.2%25,764
HD Korea Shipbuilding & Offshore Engineering 009540+2.7%131,500★
HD Hyundai Mipo 010620+2.6%66,900
HD-Hyundai Marine Engine 071970+2.5%4,320

Related news

7. Political Ties (Rhyu Si-min) (recurred after 546 days)

StockChangeCloseLeader
Bohae Brewery 000890+3.9%8,000★
SG&G 040610+1.8%6,170
SG 255220+0.2%1,720

Related news

Closing Thoughts

The Battery / EV episode runs from 2021-04-12 to 2021-04-13, so it is the only theme here that spans 2 days. The other themes are recorded as single-day episodes.

News on Shipbuilding / Shipbuilding Equipment reported a KRW 2,270 hundred million order for HD Korea Shipbuilding & Offshore Engineering. The next sessions will show whether the theme’s 2.76% average change holds.