Jul 23: 6 Strong Themes — KakaoBank, COVID (Diagnostics)

July 23, 2021 · #KakaoBank #COVID (Diagnostics) #Dunamu #Steel Majors / Steel (Small & Mid Cap) #5G / Telecom Equipment #Battery / EV

6 strong themes — 5 recurred · 1 new. Top: KakaoBank +17.7%.

Strong themes6 Top change+17.7% LeaderHansae Yes24 Holdings

Average change by strong theme

Average change of member stocks, by theme · descending
KakaoBank
+17.7%
COVID (Diagnostics)
+7.7%
Dunamu
+5.3%
Steel Majors / Steel (Small & Mid Cap)
+5.3%
5G / Telecom Equipment
+4.7%
Battery / EV
+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
KakaoBankHansae Yes24 Holdings+30.00%
COVID (Diagnostics)Inbiogen+12.00%
DunamuDaesung Private Equity+7.24%
Steel Majors / Steel (Small & Mid Cap)Bookook Steel+13.00%
5G / Telecom EquipmentAce Technologies+6.78%
Battery / EVCosmochemical+3.66%

On 2021-07-23, KakaoBank led the session with an average change of 17.66%. All 4 of its stocks rose, and Hansae Yes24 Holdings and YES24Co each closed up 30.0%.

COVID (Diagnostics) returned after a 4-day gap with an average change of 7.68%, led by Inbiogen at 12.0%. Dunamu came back after 72 days and averaged 5.34%.

Steel Majors / Steel (Small & Mid Cap) averaged 5.26%, with Bookook Steel up 13.0%. 5G / Telecom Equipment averaged 4.72%, and Battery / EV averaged 2.46%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1KakaoBanknew+17.7%4/4Hansae Yes24 Holdings
2COVID (Diagnostics)recurred after 4 days+7.7%4/4Inbiogen
3Dunamurecurred after 72 days+5.3%4/4Daesung Private Equity
4Steel Majors / Steel (Small & Mid Cap)recurred after 31 days+5.3%4/5Bookook Steel
55G / Telecom Equipmentrecurred after 35 days+4.7%4/4Ace Technologies
6Battery / EVrecurred after 9 days+2.5%4/5Cosmochemical

Theme by Theme

1. KakaoBank (new)

StockChangeCloseLeader
Hansae Yes24 Holdings 016450+30.0%13,650★
YES24Co 053280+30.0%17,550
Korea Investment Holdings 071050+9.3%112,000
Kakao 035720+1.4%149,500

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2. COVID (Diagnostics) (recurred after 4 days)

StockChangeCloseLeader
Inbiogen 101140+12.0%129,776★
Green pine tree 057880+9.7%15,381
Access Bio 950130+5.5%23,740
Humasis 205470+3.5%25,300

3. Dunamu (recurred after 72 days)

StockChangeCloseLeader
Daesung Private Equity 027830+7.2%4,278★
T.S.Investment 246690+5.0%8,443
Woori Technology Investment 041190+4.9%7,730
Atinum Investment 021080+4.3%4,505

4. Steel Majors / Steel (Small & Mid Cap) (recurred after 31 days)

StockChangeCloseLeader
Bookook Steel 026940+13.0%8,430★
Keum Kang Steel 053260+4.3%6,330
POSCO Holdings 005490+2.2%353,500
Daehan Steel 084010+1.6%14,737
Dongkuk Holdings 001230--

5. 5G / Telecom Equipment (recurred after 35 days)

StockChangeCloseLeader
Ace Technologies 088800+6.8%53,744★
KMW 032500+5.3%55,200
Solid 050890+3.7%7,830
Ubiquoss 264450+3.0%15,833

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6. Battery / EV (recurred after 9 days)

StockChangeCloseLeader
Cosmochemical 005420+3.7%10,927★
Posco Future M 003670+2.3%153,151
SK ie technology 361610+2.2%235,500
Samsung SDI 006400+1.8%735,253
SFA Nexel 222080--

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Closing Thoughts

KakaoBank is a new theme with a streak of 1, so the next sessions will show whether it appears again. Its only news item tied the YES24 gains to a stake in KakaoBank.

Every theme on Jul 23 had an episode lasting 1 day, so it isn’t yet clear whether any of them will continue. In Steel Majors / Steel (Small & Mid Cap) and Battery / EV, 4 of 5 stocks rose, and one stock in each had no data.