Aug 9: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Construction (Small & Mid Cap)

August 9, 2024 · #COVID (Diagnostics, Treatments, Vaccines) #Construction (Small & Mid Cap) #Battery #Semiconductor Equipment #Solar #ChatGPT & AI Chatbots #Disaster Safety (Earthquake) #EV

8 strong themes — 1 running · 7 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +13.8%.

Strong themes8 Top change+13.8% LeaderCellid

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+13.8%
Construction (Small & Mid Cap)
+10.5%
Battery
+9.5%
Semiconductor Equipment
+7.5%
Solar
+7.4%
ChatGPT & AI Chatbots
+7.4%
Disaster Safety (Earthquake)
+6.9%
EV
+6.7%

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
COVID (Diagnostics, Treatments, Vaccines)Cellid+29.98%
Construction (Small & Mid Cap)ShinwonConstruction+29.96%
BatteryMintech+12.80%
Semiconductor EquipmentPro2000+10.76%
SolarSK eternix+7.26%
ChatGPT & AI ChatbotsSelvas AI+11.19%
Disaster Safety (Earthquake)LS Marine Solution+12.08%
EVSY Dong-a+6.55%

All eight strong themes on 2024-08-09 closed with every listed stock higher. COVID (Diagnostics, Treatments, Vaccines) led with an average change of 13.78%, on a 4-day streak.

Construction (Small & Mid Cap) returned after a 9-day gap with an average change of 10.5%. ShinwonConstruction and Sangji Construction rose 29.96% each on greenbelt-release headlines.

Battery averaged 9.48% and Semiconductor Equipment averaged 7.47%, both returning after short gaps. Mintech led batteries at 12.8%, while Pro2000 rose 10.76%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Diagnostics, Treatments, Vaccines)4 days running+13.8%9/9Cellid
2Construction (Small & Mid Cap)recurred after 9 days+10.5%10/10ShinwonConstruction
3Batteryrecurred after 3 days+9.5%10/10Mintech
4Semiconductor Equipmentrecurred after 2 days+7.5%10/10Pro2000
5Solarrecurred after 8 days+7.4%10/10SK eternix
6ChatGPT & AI Chatbotsrecurred after 8 days+7.4%9/9Selvas AI
7Disaster Safety (Earthquake)recurred after 220 days+6.9%10/10LS Marine Solution
8EVrecurred after 31 days+6.7%10/10SY Dong-a

Theme by Theme

1. COVID (Diagnostics, Treatments, Vaccines) (4 days running)

StockChangeCloseLeader
Cellid 299660+30.0%7,890★
SLSBio(Specialty Lab Solution Bio) 246250+29.9%4,475
Micro Digital 305090+27.4%13,150
GeneOne Life Science 011000+9.5%4,210
Caregen 214370+6.5%16,400
Aptabio Therapeutics 293780+5.3%10,090
Quratis 348080+5.2%982
AbClon 174900+5.1%13,930
Kainos Medicine 284620+5.1%4,040

2. Construction (Small & Mid Cap) (recurred after 9 days)

StockChangeCloseLeader
ShinwonConstruction 017000+30.0%3,405★
Sangji Construction 042940+30.0%3,015
Woowon Development 046940+12.9%2,975
EehwaConstruction 001840+11.0%3,275
KolonGlobal 003070+4.6%9,830
Hanshin Construction 004960+3.5%7,020
DongshinEngineering&Construction 025950+3.4%19,880
Ilsung Construction 013360+3.3%1,497
Is Dongseo 010780+3.3%22,050
Seohee Construction 035890+3.1%1,309

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3. Battery (recurred after 3 days)

StockChangeCloseLeader
Mintech 452200+12.8%7,400★
Ecopro Materials 450080+12.1%83,300
Shinsung Delta Tech 065350+11.6%47,550
DaejooElectronicMaterials 078600+10.9%112,700
Lotte Energy Materials 020150+8.8%33,550
Advanced Nano Products 121600+8.4%86,400
Philenergy 378340+7.8%13,200
Ecopro BM 247540+7.7%179,200
Sebitchem 107600+7.4%25,500
Nara Mold And Die 051490+7.3%4,485

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4. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
Tfe 425420+11.3%21,000
Pro2000 321260+10.8%2,420★
EugeneTechnology 084370+10.0%43,450
PSK 319660+7.5%28,600
Tse 131290+6.4%44,750
Dawon Nexview 323350+6.3%8,450
Rorze Systems 071280+6.3%11,550
Tokai Carbon Korea 064760+5.5%106,400
Imt 451220+5.4%10,800
Cymechs 160980+5.3%12,700

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5. Solar (recurred after 8 days)

StockChangeCloseLeader
DaejooElectronicMaterials 078600+10.9%112,700
Hanwha Solutions 009830+10.3%25,050
Advanced Nano Products 121600+8.4%86,400
SDN Company 099220+8.0%1,480
KC Cottrell 119650+7.3%806
SK eternix 475150+7.3%18,760★
Dae Myoung Energy 389260+6.6%12,100
RS Automation 140670+5.1%12,190
Development Advance Solution 058730+4.9%3,740
Lake Materials 281740+4.8%14,790

6. ChatGPT & AI Chatbots (recurred after 8 days)

StockChangeCloseLeader
VAIV company 301300+15.7%5,040
Selvas AI 108860+11.2%14,800★
Polaris AI 039980+8.0%2,230
ESTsoft 047560+5.8%12,840
Polaris Office 041020+5.5%5,340
Model Solution 417970+5.3%9,700
Konan Technology Incorporation 402030+5.1%13,670
Maum.ai 377480+4.9%10,760
Saltlux 304100+4.7%13,470

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7. Disaster Safety (Earthquake) (recurred after 220 days)

StockChangeCloseLeader
LS Marine Solution 060370+12.1%18,830★
Hyundai Everdigm 041440+9.1%8,240
Tongyang Pile 228340+8.7%2,185
Polaris AI 039980+8.0%2,230
Dong-Ah Geological Engineering Company 028100+7.9%13,730
Seojeon Electric Machinery 189860+6.0%5,510
Heerim Architects & Planners 037440+4.7%5,840
Paratech 033540+4.5%1,896
Samyoung M-tek C0 054540+4.1%5,280
Hydro Lithium 101670+3.8%3,245

8. EV (recurred after 31 days)

StockChangeCloseLeader
Nara Mold And Die 051490+7.3%4,485
Shinsung ST 416180+7.3%28,050
LS Materials 417200+7.2%16,300
iWIN 090150+7.2%999
SKC 011790+6.9%121,500
Hankook & Company 000240+6.5%16,270
SY Dong-a 041930+6.5%6,180★
Samwha Electric 009470+6.2%46,350
Sungho Electronics 043260+6.1%1,517
L&F 066970+5.9%91,300

Closing Thoughts

The open question is whether COVID (Diagnostics, Treatments, Vaccines) extends its 4-day streak. In the data, its episode runs from 2024-08-06 to 2024-08-12.

Several themes were fresh returns: Disaster Safety (Earthquake) came back after 220 days, and ChatGPT & AI Chatbots after 8. It remains to be seen whether they hold.