May 25: 8 Strong Themes — Currency & ATM Systems (incl. CBDC), Paper

May 25, 2022 · #Currency & ATM Systems (incl. CBDC) #Paper #Cannabis #Food #Beauty & Cosmetics #Defense & War / Space & Aerospace #Semiconductor Equipment, Materials & Components #Pharma & Biotech

8 strong themes — 7 recurred · 1 new. Top: Currency & ATM Systems (incl. CBDC) +11.8%.

Strong themes8 Top change+11.8% LeaderKorea Computer & Systems

Average change by strong theme

Average change of member stocks, by theme · descending
Currency & ATM Systems (incl. CBDC)
+11.8%
Paper
+9.3%
Cannabis
+9.1%
Food
+6.5%
Beauty & Cosmetics
+6.5%
Defense & War / Space & Aerospace
+5.7%
Semiconductor Equipment, Materials & Components
+4.5%
Pharma & Biotech
+3.9%

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
Currency & ATM Systems (incl. CBDC)Korea Computer & Systems+29.92%
PaperMoorim Paper+18.41%
CannabisHwail Pharm+20.25%
FoodTS+10.66%
Beauty & CosmeticsGlobon+12.43%
Defense & War / Space & AerospaceHanilForgingIndustrial+9.40%
Semiconductor Equipment, Materials & ComponentsHaesung DS+7.91%
Pharma & BiotechCelltrion+5.52%

On 2022-05-25, every strong theme closed with all of its listed stocks higher. Currency & ATM Systems (incl. CBDC) led the session with an average change of 11.78%.

Korea Computer & Systems jumped 29.92%, the largest single move in the data. Paper followed with an average change of 9.34%, led by Moorim Paper at 18.41%.

Cannabis came back after a 57-day gap, with Hwail Pharm up 20.25%. The new theme Defense & War / Space & Aerospace posted an average change of 5.74% across 6 stocks.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Currency & ATM Systems (incl. CBDC)recurred after 7 days+11.8%3/3Korea Computer & Systems
2Paperrecurred after 29 days+9.3%3/3Moorim Paper
3Cannabisrecurred after 57 days+9.1%4/4Hwail Pharm
4Foodrecurred after 27 days+6.5%3/3TS
5Beauty & Cosmeticsrecurred after 14 days+6.5%3/3Globon
6Defense & War / Space & Aerospacenew+5.7%6/6HanilForgingIndustrial
7Semiconductor Equipment, Materials & Componentsrecurred after 335 days+4.5%6/6Haesung DS
8Pharma & Biotechrecurred after 5 days+3.9%6/6Celltrion

Theme by Theme

1. Currency & ATM Systems (incl. CBDC) (recurred after 7 days)

StockChangeCloseLeader
Korea Computer & Systems 115500+29.9%8,380★
Logisys 067730+3.4%6,750
NICE Infra 063570+2.0%5,980

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2. Paper (recurred after 29 days)

StockChangeCloseLeader
Moorim Paper 009200+18.4%3,345★
Moorim SP 001810+4.8%3,355
PaperCorea 001020+4.8%10,450

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3. Cannabis (recurred after 57 days)

StockChangeCloseLeader
Hwail Pharm 061250+20.2%33,250★
Wooree Bio 082850+7.7%4,110
Setopia 222810+6.5%10,560
BNC Korea 256840+1.9%9,390

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4. Food (recurred after 27 days)

StockChangeCloseLeader
TS 001790+10.7%4,410★
Lotte Chilsung Beverage 005300+5.5%192,000
Crown Confectionery 264900+3.4%10,550

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5. Beauty & Cosmetics (recurred after 14 days)

StockChangeCloseLeader
Globon 019660+12.4%8,287★
CLIO Cosmetics 237880+4.7%17,950
Organic Tea Cosmetics Holdings 900300+2.4%214,000

6. Defense & War / Space & Aerospace (new)

StockChangeCloseLeader
HanilForgingIndustrial 024740+9.4%3,665★
Genohco 361390+6.1%34,600
LIG Defense&Aerospace 079550+5.5%79,000
Korea Aerospace Industries 047810+5.1%50,700
Firstec 010820+4.2%4,440
Victek 065450+4.1%7,100

7. Semiconductor Equipment, Materials & Components (recurred after 335 days)

StockChangeCloseLeader
Haesung DS 195870+7.9%72,300★
ISC 095340+5.8%38,600
Advanced Process Systems 265520+4.5%22,200
Tokai Carbon Korea 064760+4.3%135,800
KohYoungTechnology 098460+3.4%16,750
WONIK Materials 104830+1.4%39,350

8. Pharma & Biotech (recurred after 5 days)

StockChangeCloseLeader
Celltrion 068270+5.5%129,233★
Daehan Nupharm 054670+5.4%12,750
ST Pharm 237690+4.0%100,000
ISU Abxis 086890+3.5%7,360
Samsung Biologics 207940+2.9%1,223,019
Binex 053030+2.2%14,050

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Closing Thoughts

Every theme is on a streak of 1, so the next session will show whether any of these moves lasts beyond May 25. Semiconductor Equipment, Materials & Components resurfaced after a gap of 335 days.

In Pharma & Biotech, Celltrion rose 5.52% and all 6 stocks gained. Food was led by TS at 10.66%, with an average change of 6.53% for the theme.