Jul 21: 8 Strong Themes — Education & E-Learning, Cannabis

July 21, 2022 · #Education & E-Learning #Cannabis #iPhone Supply Chain #Media & Content #Battery / EV #Wind / Solar #Semiconductors #Monkeypox

8 strong themes — 2 running · 6 recurred. Top: Education & E-Learning +15.4%.

Strong themes8 Top change+15.4% LeaderMegaMD

Average change by strong theme

Average change of member stocks, by theme · descending
Education & E-Learning
+15.4%
Cannabis
+11.2%
iPhone Supply Chain
+6.4%
Media & Content
+5.2%
Battery / EV
+3.4%
Wind / Solar
+3.1%
Semiconductors
+2.7%
Monkeypox
+2.7%

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
Education & E-LearningMegaMD+29.84%
CannabisWooree Bio+17.35%
iPhone Supply ChainYMT+14.83%
Media & ContentIHQ+6.15%-
Battery / EVCTR Mobility+6.44%
Wind / SolarSamyoung M-tek C0+4.19%
SemiconductorsDongjin Semichem+3.94%
MonkeypoxRollingStone+3.06%

Education & E-Learning led the Jul 21 session with an average change of 15.39%, and all 7 of its stocks rose. MegaMD was the top gainer at 29.84%.

Cannabis followed with an average change of 11.17%, led by Wooree Bio at 17.35%. iPhone Supply Chain averaged 6.41%, with YMT up 14.83%.

Only Media & Content and Semiconductors stretched to a 2-day streak, and the rest were one-day runs. In every theme, all listed stocks closed higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Education & E-Learningrecurred after 140 days+15.4%7/7MegaMD
2Cannabisrecurred after 3 days+11.2%3/3Wooree Bio
3iPhone Supply Chainrecurred after 14 days+6.4%4/4YMT
4Media & Content2 days running+5.2%5/5IHQ
5Battery / EVrecurred after 34 days+3.4%6/6CTR Mobility
6Wind / Solarrecurred after 22 days+3.1%6/6Samyoung M-tek C0
7Semiconductors2 days running+2.7%6/6Dongjin Semichem
8Monkeypoxrecurred after 6 days+2.7%2/2RollingStone

Theme by Theme

1. Education & E-Learning (recurred after 140 days)

StockChangeCloseLeader
MegaMD 133750+29.8%3,590★
YBM Net 057030+18.8%5,210
Episode Company 317530+18.8%7,650
i-Scream Edu 289010+12.8%5,380
NE Neungyule 053290+11.1%6,330
Ibkimyoung 339950+8.7%2,445
Visang Education 100220+7.8%6,650

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2. Cannabis (recurred after 3 days)

StockChangeCloseLeader
Wooree Bio 082850+17.4%4,295★
Medicox 054180+12.2%45,645
Hwail Pharm 061250+4.0%30,000

3. iPhone Supply Chain (recurred after 14 days)

StockChangeCloseLeader
YMT 251370+14.8%15,100★
Interflex 051370+5.5%13,400
BHCo 090460+4.0%26,200
LG Innotek 011070+1.3%341,500

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4. Media & Content (2 days running)

StockChangeCloseLeader
Daewon Media 048910+7.4%14,450
IHQ 003560+6.2%34,981★
Next Entertainment World 160550+5.2%8,250
Wysiwyg Studios 299900+4.4%6,175
ContentreeJoongAng 036420+2.8%37,300

5. Battery / EV (recurred after 34 days)

StockChangeCloseLeader
CTR Mobility 308170+6.4%17,350★
Sangsinenergydisplayprecision 091580+5.2%18,250
People & Technology 137400+3.6%43,250
Shin Heung Energy & Electronics 243840+2.2%11,000
CammSys 050110+1.7%10,457
Samsung SDI 006400+1.4%555,111

6. Wind / Solar (recurred after 22 days)

StockChangeCloseLeader
Sejin Heavy Industries 075580+4.8%6,080
Samyoung M-tek C0 054540+4.2%5,220★
Advanced Nano Products 121600+4.1%80,900
Agent AI 060900+2.3%86,464
SK D&D 210980+1.5%13,461
HD Hyundai Energy Solutions 322000+1.4%32,050

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7. Semiconductors (2 days running)

StockChangeCloseLeader
Dongjin Semichem 005290+3.9%35,650★
HANMI Semiconductor 042700+3.7%14,100
HanaMicron 067310+3.0%11,925
Samsung Electronics 005930+2.1%61,800
ISC 095340+1.9%34,500
DB HiTek 000990+1.5%44,750

8. Monkeypox (recurred after 6 days)

StockChangeCloseLeader
RollingStone 214610+3.1%99,874★
Billions 044480+2.3%11,670

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Closing Thoughts

Education & E-Learning returned after a 140-day gap, with news tying the rally to remote-class and work-from-home advice. It is not yet clear whether the move will last beyond one session.

The Battery / EV episode window runs to 2022-07-25, and CTR Mobility led the theme at 6.44%. News linked Wind / Solar to Russian gas supply and Monkeypox to the spread of the disease.