Jul 5: 8 Strong Themes — COVID (Pfizer & Moderna) / mRNA, COVID
8 strong themes — 7 recurred · 1 new. Top: COVID (Pfizer & Moderna) / mRNA +11.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID (Pfizer & Moderna) / mRNA | Korea Asset Investment Securities | +29.76% | |
| COVID | Genematrix | +18.66% | |
| Space & Aerospace | Intellian Technologies | +14.41% | |
| Games / Mobile Games | Mgame | +17.59% | |
| Metaverse & VR | Jooyontech | +15.33% | |
| Nuclear | Woori Technology, Incorporation | +15.43% | |
| Defense & War | Kisan Telecom | +7.01% | |
| Shipping | HMM | +7.37% |
All eight strong themes on 2021-07-05 closed with every stock in them higher. COVID (Pfizer & Moderna) / mRNA led with an average change of 11.56%, and all 6 of its stocks rose.
Its leader, Korea Asset Investment Securities, gained 29.76% to close at 16350. COVID returned after a gap of 203 days, led by Genematrix at 18.66%.
Space & Aerospace averaged 9.42% and Games / Mobile Games averaged 9.15%. Mgame rose 17.59% and appeared in both that theme and Metaverse & VR.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Pfizer & Moderna) / mRNA | new | +11.6% | 6/6 | Korea Asset Investment Securities |
| 2 | COVID | recurred after 203 days | +10.1% | 5/5 | Genematrix |
| 3 | Space & Aerospace | recurred after 17 days | +9.4% | 4/4 | Intellian Technologies |
| 4 | Games / Mobile Games | recurred after 164 days | +9.2% | 5/5 | Mgame |
| 5 | Metaverse & VR | recurred after 13 days | +8.9% | 5/5 | Jooyontech |
| 6 | Nuclear | recurred after 14 days | +7.2% | 4/4 | Woori Technology, Incorporation |
| 7 | Defense & War | recurred after 84 days | +5.3% | 5/5 | Kisan Telecom |
| 8 | Shipping | recurred after 5 days | +4.3% | 3/3 | HMM |
Theme by Theme
1. COVID (Pfizer & Moderna) / mRNA (new)
- Episode: started 2021-07-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Asset Investment Securities 190650 | +29.8% | 16,350 | ★ |
SeouLinBioscience 038070 | +12.7% | 25,115 | |
Hanmi Science 008930 | +10.3% | 88,701 | |
Hanmi Pharm 128940 | +6.5% | 356,806 | |
Wooree Bio 082850 | +5.3% | 5,530 | |
GC Biopharma 006280 | +4.8% | 350,000 |
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2. COVID (recurred after 203 days)
- Episode: started 2021-07-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Genematrix 109820 | +18.7% | 15,900 | ★ |
Shinpoong Pharmaceutical 019170 | +15.6% | 95,600 | |
Eutilex 263050 | +7.0% | 22,971 | |
Bioneercorporation 064550 | +6.6% | 28,150 | |
Korea United Pharm 033270 | +2.7% | 60,200 |
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3. Space & Aerospace (recurred after 17 days)
- Episode: started 2021-07-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Intellian Technologies 189300 | +14.4% | 66,895 | ★ |
Hanwha Aerospace 012450 | +10.4% | 54,497 | |
SatrecInitiative 099320 | +6.6% | 58,000 | |
Asia Pacific Satellite lnc 211270 | +6.2% | 18,750 |
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4. Games / Mobile Games (recurred after 164 days)
- Episode: started 2021-07-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mgame 058630 | +17.6% | 11,300 | ★ |
Nexus 205500 | +9.4% | 5,680 | |
Playwith Korea 023770 | +7.1% | 12,000 | |
Kakao Games 293490 | +6.2% | 76,000 | |
Mr. Blue 207760 | +5.4% | 3,888 |
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5. Metaverse & VR (recurred after 13 days)
- Episode: started 2021-07-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mgame 058630 | +17.6% | 11,300 | |
Jooyontech 044380 | +15.3% | 7,525 | ★ |
Linked 193250 | +5.1% | 12,300 | |
Alchera 347860 | +4.5% | 24,059 | |
Giantstep 289220 | +2.1% | 28,427 |
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6. Nuclear (recurred after 14 days)
- Episode: started 2021-07-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Technology, Incorporation 032820 | +15.4% | 2,730 | ★ |
Seojeon Electric Machinery 189860 | +6.5% | 6,840 | |
Bosung Power Technology 006910 | +4.7% | 5,570 | |
Orbitech 046120 | +2.2% | 8,620 |
7. Defense & War (recurred after 84 days)
- Episode: started 2021-07-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kisan Telecom 035460 | +7.0% | 3,815 | ★ |
Pyung Hwa Industrial 090080 | +6.9% | 1,870 | |
LIG Defense&Aerospace 079550 | +5.3% | 44,350 | |
Hanwha Systems 272210 | +5.3% | 18,000 | |
Huneed Technologies 005870 | +1.9% | 8,450 |
8. Shipping (recurred after 5 days)
- Episode: started 2021-07-05, day 1
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Closing Thoughts
The Nuclear episode runs through 2021-07-06, so it is the only theme here lasting 2 days. Its leader, Woori Technology, Incorporation, traded 177393997 shares.
Shipping returned after just 5 days, with HMM up 7.37%, and Defense & War came back after 84 days. It is still unclear whether these rebounds will last beyond one session.