Aug 6: 5 Strong Themes — North Korea, COVID (Moderna) / mRNA / Cold Chain Logistics

August 6, 2021 · #North Korea #COVID (Moderna) / mRNA / Cold Chain Logistics #COVID (Remdesivir) #Battery / EV / Hydrogen (Fuel Cells, Vehicles) #Cement & Ready-Mix Concrete

5 strong themes — 3 recurred · 2 new. Top: North Korea +9.3%.

Strong themes5 Top change+9.3% LeaderShinwon

Average change by strong theme

Average change of member stocks, by theme · descending
North Korea
+9.3%
COVID (Moderna) / mRNA / Cold Chain Logistics
+7.4%
COVID (Remdesivir)
+5.3%
Battery / EV / Hydrogen (Fuel Cells, Vehicles)
+4.1%
Cement & Ready-Mix Concrete
+3.3%

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+18.61%
COVID (Moderna) / mRNA / Cold Chain LogisticsSeouLinBioscience+8.70%
COVID (Remdesivir)Bcworldpharm+7.20%
Battery / EV / Hydrogen (Fuel Cells, Vehicles)Chemtros+11.76%
Cement & Ready-Mix ConcreteHanilcement+4.57%

Five themes stood out on Aug 6, led by North Korea with an average change of 9.29%. All 6 of its stocks closed higher, and leader Shinwon rose 18.61%.

COVID (Moderna) / mRNA / Cold Chain Logistics appeared as a new theme with an average change of 7.37%, and all 5 of its stocks rose. COVID (Remdesivir) returned after 287 days with an average change of 5.33%.

Battery / EV / Hydrogen (Fuel Cells, Vehicles) posted an average change of 4.06%, with 7 of 8 stocks up and Chemtros at 11.76%. Cement & Ready-Mix Concrete returned after 45 days at 3.33%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1North Korearecurred after 10 days+9.3%6/6Shinwon
2COVID (Moderna) / mRNA / Cold Chain Logisticsnew+7.4%5/5SeouLinBioscience
3COVID (Remdesivir)recurred after 287 days+5.3%2/2Bcworldpharm
4Battery / EV / Hydrogen (Fuel Cells, Vehicles)new+4.1%7/8Chemtros
5Cement & Ready-Mix Concreterecurred after 45 days+3.3%3/3Hanilcement

Theme by Theme

1. North Korea (recurred after 10 days)

StockChangeCloseLeader
Shinwon 009270+18.6%2,645★
In the F 014990+12.1%9,275
Namhae Chemical 025860+6.8%11,800
Ananti 025980+6.7%12,000
PULOON Robotics 094940+5.9%14,400
Yooshin Engineering 054930+5.7%25,950

2. COVID (Moderna) / mRNA / Cold Chain Logistics (new)

StockChangeCloseLeader
Reyon Pharmaceutical 102460+9.7%63,200
SeouLinBioscience 038070+8.7%22,463★
GC Biopharma 006280+6.9%332,000
RootK 195990+6.6%10,405
Daihan Scientific 131220+4.9%12,750

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3. COVID (Remdesivir) (recurred after 287 days)

StockChangeCloseLeader
Bcworldpharm 200780+7.2%18,642★
Pharmicell 005690+3.5%18,000

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4. Battery / EV / Hydrogen (Fuel Cells, Vehicles) (new)

StockChangeCloseLeader
Chemtros 220260+11.8%8,550★
Inzi Controls 023800+4.1%16,400
Tapex 055490+3.9%61,400
Daewon Chemical 024890+3.4%15,100
Iljin Diamond 081000+3.3%49,850
Ecopro 086520+3.1%13,604
Chunbo 278280+2.9%234,000
Wonik Pne 217820+0.0%10,171

5. Cement & Ready-Mix Concrete (recurred after 45 days)

StockChangeCloseLeader
Hanilcement 300720+4.6%18,300★
Sungshin Cement 004980+3.0%12,000
HC HomeCenter 060560+2.4%7,175

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Closing Thoughts

Every theme on the list started its run on Aug 6, so each one has a streak of 1. The first thing to see is whether North Korea lasts beyond a single day, since it came back after a 10-day gap.

Both COVID themes cited a report of 495 Seoul cases by 9 p.m., up 35 from a week earlier. Cement & Ready-Mix Concrete news reported the first price hike in 7 years.