Jul 28: 5 Strong Themes — North Korea, COVID (Diagnostics)

July 28, 2021 · #North Korea #COVID (Diagnostics) #Remote Work & Smart Work #Construction Majors #Telecom Carriers

5 strong themes — 5 recurred. Top: North Korea +9.5%.

Strong themes5 Top change+9.5% LeaderShinwon

Average change by strong theme

Average change of member stocks, by theme · descending
North Korea
+9.5%
COVID (Diagnostics)
+7.9%
Remote Work & Smart Work
+6.3%
Construction Majors
+2.1%
Telecom Carriers
+1.9%

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
North KoreaShinwon+15.98%
COVID (Diagnostics)Syswork+9.70%-
Remote Work & Smart WorkECSTELECOMCo+8.92%
Construction MajorsSamsung C&T+2.89%
Telecom CarriersKT+1.65%

On 2021-07-28, five themes closed higher, and every listed stock in them rose. North Korea led with an average change of 9.48%, and all 5 of its stocks gained.

Shinwon led that group, rising 15.98% to close at 2250 on volume of 116410154 shares. In the F added 14.75%, while Ananti rose 5.77%.

COVID (Diagnostics) averaged 7.88%, with LabGenomics up 10.29%. Remote Work & Smart Work followed at 6.29%, led by ECSTELECOMCo at 8.92%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1North Korearecurred after 26 days+9.5%5/5Shinwon
2COVID (Diagnostics)recurred after 5 days+7.9%4/4Syswork
3Remote Work & Smart Workrecurred after 14 days+6.3%3/3ECSTELECOMCo
4Construction Majorsrecurred after 16 days+2.1%3/3Samsung C&T
5Telecom Carriersrecurred after 265 days+1.9%3/3KT

Theme by Theme

1. North Korea (recurred after 26 days)

StockChangeCloseLeader
Shinwon 009270+16.0%2,250★
In the F 014990+14.8%8,750
Namhae Chemical 025860+6.9%10,650
Ananti 025980+5.8%11,000
Kyungnong 002100+4.0%17,050

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2. COVID (Diagnostics) (recurred after 5 days)

StockChangeCloseLeader
LabGenomics 084650+10.3%5,733
Syswork 269620+9.7%2,375★
CJ Bioscience 311690+6.4%44,551
Daewoong Pharma 069620+5.1%164,000

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3. Remote Work & Smart Work (recurred after 14 days)

StockChangeCloseLeader
ECSTELECOMCo 067010+8.9%8,790★
Rsupport 131370+5.6%10,350
RingNet 042500+4.3%4,979

4. Construction Majors (recurred after 16 days)

StockChangeCloseLeader
Samsung C&T 028260+2.9%142,500★
GS Engineering & Construction 006360+1.8%44,800
Daewoo Engineering & Construction 047040+1.6%7,420

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5. Telecom Carriers (recurred after 265 days)

StockChangeCloseLeader
SK Telecom 017670+2.3%53,659
LG Uplus 032640+1.7%14,950
KT 030200+1.6%33,800★

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Closing Thoughts

All five themes returned with a streak of 1, so the next session will show whether any of them continues. Telecom Carriers came back after a gap of 265 days, with an average change of 1.88%.

Construction Majors rose by an average of 2.12%, and Samsung C&T gained 2.89% as headlines covered its second-quarter operating profit. KT, which led Telecom Carriers, rose 1.65%.