Dec 7: 8 Strong Themes — Rare Earths & Rare Metals, Pharma & Biotech

December 7, 2021 · #Rare Earths & Rare Metals #Pharma & Biotech #Semiconductors #Hydrogen (Fuel Cells, Vehicles) #Travel #Defense & War #5G / Telecom Equipment #Shipbuilding Equipment

8 strong themes — 2 running · 6 recurred. Top: Rare Earths & Rare Metals +8.0%.

Strong themes8 Top change+8.0% LeaderUnion

Average change by strong theme

Average change of member stocks, by theme · descending
Rare Earths & Rare Metals
+8.0%
Pharma & Biotech
+6.1%
Semiconductors
+5.2%
Hydrogen (Fuel Cells, Vehicles)
+5.0%
Travel
+4.9%
Defense & War
+4.8%
5G / Telecom Equipment
+4.8%
Shipbuilding Equipment
+4.0%

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
Rare Earths & Rare MetalsUnion+15.37%
Pharma & BiotechEutilex+15.49%
SemiconductorsINNOX Advanced Materials+14.37%
Hydrogen (Fuel Cells, Vehicles)S-Energy+4.44%
TravelHanatour Service+6.53%
Defense & WarGenohco+12.11%
5G / Telecom EquipmentKMW+6.54%
Shipbuilding EquipmentInhwa Precision+4.68%

Rare Earths & Rare Metals led the Dec 7 session with an average change of 8.01%. All 4 of its stocks rose, and Union led the group with a 15.37% gain.

Pharma & Biotech returned after a 127-day gap, and all 7 of its stocks rose for an average change of 6.13%. Eutilex led the theme with a 15.49% gain.

Semiconductors rose for a second straight session, with an average change of 5.23%. INNOX Advanced Materials jumped 14.37%, while SK hynix rose 2.53% and Samsung Electronics 1.44%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Rare Earths & Rare Metals2 days running+8.0%4/4Union
2Pharma & Biotechrecurred after 127 days+6.1%7/7Eutilex
3Semiconductors2 days running+5.2%6/6INNOX Advanced Materials
4Hydrogen (Fuel Cells, Vehicles)recurred after 60 days+5.0%3/3S-Energy
5Travelrecurred after 4 days+4.9%2/2Hanatour Service
6Defense & Warrecurred after 83 days+4.8%4/4Genohco
75G / Telecom Equipmentrecurred after 6 days+4.8%5/5KMW
8Shipbuilding Equipmentrecurred after 25 days+4.0%3/3Inhwa Precision

Theme by Theme

1. Rare Earths & Rare Metals (2 days running)

StockChangeCloseLeader
Union 000910+15.4%7,730★
Union Materials 047400+8.0%3,185
Cenotec 222420+4.4%1,770
Tplex 081150+4.3%4,385

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2. Pharma & Biotech (recurred after 127 days)

StockChangeCloseLeader
Eutilex 263050+15.5%14,112★
Cellivery Therapeutics 268600+7.3%22,500
AbClon 174900+6.1%15,650
Hanmi Pharm 128940+4.3%261,342
Daewoong Pharma 069620+3.9%148,000
Yuhan 000100+3.2%54,323
Chong Kun Dang Pharmaceutical 185750+2.7%95,134

3. Semiconductors (2 days running)

StockChangeCloseLeader
INNOX Advanced Materials 272290+14.4%46,950★
LX Semicon 108320+5.8%146,500
Nepes 033640+3.7%37,850
DB HiTek 000990+3.5%71,400
SK hynix 000660+2.5%121,500
Samsung Electronics 005930+1.4%77,400

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4. Hydrogen (Fuel Cells, Vehicles) (recurred after 60 days)

StockChangeCloseLeader
Doosan Fuel Cell 336260+5.5%48,600
Sang-a Frontec 089980+5.0%61,000
S-Energy 095910+4.4%3,625★

5. Travel (recurred after 4 days)

StockChangeCloseLeader
Hanatour Service 039130+6.5%76,487★
RedcapTour 038390+3.2%10,350

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6. Defense & War (recurred after 83 days)

StockChangeCloseLeader
Genohco 361390+12.1%48,150★
Lumens Bios 038060+4.5%1,050
Hanwha Aerospace 012450+1.6%45,635
Korea Aerospace Industries 047810+1.2%29,000

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7. 5G / Telecom Equipment (recurred after 6 days)

StockChangeCloseLeader
KMW 032500+6.5%40,700★
Ace Technologies 088800+6.3%41,468
Seojin System 178320+4.9%21,452
OE Solutions 138080+3.4%33,550
DASAN Networks 039560+3.0%7,530

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8. Shipbuilding Equipment (recurred after 25 days)

StockChangeCloseLeader
Inhwa Precision 101930+4.7%2,460★
Cape Industries 064820+3.7%4,650
Hanwha Engine 082740+3.5%6,260

Closing Thoughts

Rare Earths & Rare Metals and Semiconductors are the only themes on a 2-day streak, both running since Dec 6. The next data point is whether either one extends to a third session.

Several themes came back after a break, including Travel after 4 days and Defense & War after 83 days. Genohco led the defense group with a 12.11% gain.