Dec 28: 8 Strong Themes — Games / Mobile Games / Metaverse & VR / NFTs, Battery / EV

December 28, 2021 · #Games / Mobile Games / Metaverse & VR / NFTs #Battery / EV #5G / Telecom Equipment #Natural Gas Utilities / LNG (Liquefied Natural Gas) #Foldable Phones / Galaxy Supply Chain #Rivian #Nuclear #LPG (Liquefied Petroleum Gas) / Oil Refining

8 strong themes — 6 recurred · 2 new. Top: Games / Mobile Games / Metaverse & VR / NFTs +10.8%.

Strong themes8 Top change+10.8% LeaderCom2uS Holdings

Average change by strong theme

Average change of member stocks, by theme · descending
Games / Mobile Games / Metaverse & VR / NFTs
+10.8%
Battery / EV
+7.7%
5G / Telecom Equipment
+7.1%
Natural Gas Utilities / LNG (Liquefied Natural Gas)
+6.9%
Foldable Phones / Galaxy Supply Chain
+4.7%
Rivian
+3.5%
Nuclear
+3.2%
LPG (Liquefied Petroleum Gas) / Oil Refining
+2.6%

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
Games / Mobile Games / Metaverse & VR / NFTsCom2uS Holdings+16.08%
Battery / EVEcopro+9.93%
5G / Telecom EquipmentRFHIC+8.69%
Natural Gas Utilities / LNG (Liquefied Natural Gas)Daesung Energy+12.34%
Foldable Phones / Galaxy Supply ChainFine Technix+6.33%
RivianEcocab+3.06%
NuclearKEPCO Engineering & Construction Company+3.73%
LPG (Liquefied Petroleum Gas) / Oil RefiningJoong Ang Enervis+4.18%

On 2021-12-28, eight themes made the strong list, and every stock in them closed higher. Games / Mobile Games / Metaverse & VR / NFTs led with an average change of 10.77% across 7 stocks.

Neowiz Holdings posted the day’s top gain at 17.56%, and theme leader Com2uS Holdings rose 16.08%. News that day linked Com2uS Holdings to a metaverse platform reveal.

Battery / EV came next with an average change of 7.68%, led by Ecopro at 9.93%. 5G / Telecom Equipment averaged 7.08%, with RFHIC up 8.69%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Games / Mobile Games / Metaverse & VR / NFTsnew+10.8%7/7Com2uS Holdings
2Battery / EVrecurred after 5 days+7.7%4/4Ecopro
35G / Telecom Equipmentrecurred after 5 days+7.1%4/4RFHIC
4Natural Gas Utilities / LNG (Liquefied Natural Gas)new+6.9%3/3Daesung Energy
5Foldable Phones / Galaxy Supply Chainrecurred after 5 days+4.7%4/4Fine Technix
6Rivianrecurred after 14 days+3.5%2/2Ecocab
7Nuclearrecurred after 8 days+3.2%3/3KEPCO Engineering & Construction Company
8LPG (Liquefied Petroleum Gas) / Oil Refiningrecurred after 126 days+2.6%4/4Joong Ang Enervis

Theme by Theme

1. Games / Mobile Games / Metaverse & VR / NFTs (new)

StockChangeCloseLeader
Neowiz Holdings 042420+17.6%89,700
Com2uS Holdings 063080+16.1%218,000★
Wemade Max 101730+13.5%46,300
Dragonfly GF 030350+7.5%17,629
Linked 193250+7.0%18,600
Wemade 112040+7.0%184,000
PearlAbyss 263750+6.8%140,000

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2. Battery / EV (recurred after 5 days)

StockChangeCloseLeader
Ecopro 086520+9.9%23,173★
L&F 066970+8.6%224,700
Dongwha Enterprise 025900+6.2%38,731
Chunbo 278280+6.0%349,900

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3. 5G / Telecom Equipment (recurred after 5 days)

StockChangeCloseLeader
RFHIC 218410+8.7%35,650★
Ace Technologies 088800+7.8%41,739
Seojin System 178320+6.2%21,778
HFR 230240+5.7%32,650

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4. Natural Gas Utilities / LNG (Liquefied Natural Gas) (new)

StockChangeCloseLeader
Daesung Energy 117580+12.3%9,560★
KoreaGas 036460+4.2%39,600
Seoul City Gas 017390+4.1%179,000

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5. Foldable Phones / Galaxy Supply Chain (recurred after 5 days)

StockChangeCloseLeader
Fine Technix 106240+6.3%5,410★
Amotech 052710+6.1%17,164
KH Vatec 060720+4.3%25,500
Tapex 055490+2.2%79,600

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6. Rivian (recurred after 14 days)

StockChangeCloseLeader
Pha 043370+3.9%10,550
Ecocab 128540+3.1%7,273★

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7. Nuclear (recurred after 8 days)

StockChangeCloseLeader
KEPCO Engineering & Construction Company 052690+3.7%86,100★
Doosan Enerbility 034020+3.0%20,028
Bosung Power Technology 006910+2.9%3,385

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8. LPG (Liquefied Petroleum Gas) / Oil Refining (recurred after 126 days)

StockChangeCloseLeader
Joong Ang Enervis 000440+4.2%17,450★
HeunguOil 024060+2.6%7,160
S-Oil 010950+2.1%89,200
GS Holdings 078930+1.6%41,500

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Closing Thoughts

Only the game theme and Natural Gas Utilities / LNG (Liquefied Natural Gas) were new. The other six came back after gaps as short as 5 days. Daesung Energy led the gas theme at 12.34%, with volume of 18538248 shares.

LPG (Liquefied Petroleum Gas) / Oil Refining came back after the longest gap, 126 days, and averaged 2.6%. Every theme’s episode lasted only one day, so the open question is whether any of them continues past Dec 28.