Nov 15: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Materials & Components
8 strong themes — 1 running · 7 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +12.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | Il Dong Pharmaceutical | +29.87% | |
| Semiconductor Materials & Components | Micro Contact Solution | +12.03% | |
| Semiconductor Equipment | HanaMicron | +15.11% | |
| Medical Devices | Asta | +14.52% | |
| Railways | Busan Industrial | +17.21% | |
| Drones | PC Direct | +26.84% | |
| Music & Entertainment | IHQ | +11.83% | - |
| Botulinum Toxin | BNC Korea | +14.88% |
On Nov 15, every stock in all eight strong themes closed higher. COVID (Diagnostics, Treatments, Vaccines) led with an average change of 12.8%, its second straight day.
Il Dong Pharmaceutical jumped 29.87% to close at 40000, as headlines cited hopes for Japanese approval of its oral COVID-19 treatment. All 9 stocks in the theme rose.
Chip names returned after a 7-day gap. Semiconductor Materials & Components averaged 9.07% and Semiconductor Equipment 8.86%, with HanaMicron up 15.11% in both.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Diagnostics, Treatments, Vaccines) | 2 days running | +12.8% | 9/9 | Il Dong Pharmaceutical |
| 2 | Semiconductor Materials & Components | recurred after 7 days | +9.1% | 10/10 | Micro Contact Solution |
| 3 | Semiconductor Equipment | recurred after 7 days | +8.9% | 10/10 | HanaMicron |
| 4 | Medical Devices | recurred after 42 days | +8.0% | 9/9 | Asta |
| 5 | Railways | recurred after 116 days | +6.6% | 10/10 | Busan Industrial |
| 6 | Drones | recurred after 26 days | +5.9% | 10/10 | PC Direct |
| 7 | Music & Entertainment | recurred after 4 days | +4.9% | 10/10 | IHQ |
| 8 | Botulinum Toxin | recurred after 529 days | +4.3% | 9/9 | BNC Korea |
Theme by Theme
1. COVID (Diagnostics, Treatments, Vaccines) (2 days running)
- Episode: started 2022-11-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Il Dong Pharmaceutical 249420 | +29.9% | 40,000 | ★ |
BNC Korea 256840 | +14.9% | 6,640 | |
Cellivery Therapeutics 268600 | +12.0% | 14,950 | |
Shaperon 378800 | +11.0% | 7,099 | |
Bcworldpharm 200780 | +10.8% | 6,731 | |
Shinpoong Pharmaceutical 019170 | +10.8% | 30,300 | |
Aptabio Therapeutics 293780 | +10.1% | 15,300 | |
Bioneercorporation 064550 | +8.4% | 33,650 | |
Genematrix 109820 | +7.4% | 5,400 |
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2. Semiconductor Materials & Components (recurred after 7 days)
- Episode: started 2022-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HanaMicron 067310 | +15.1% | 10,086 | |
Micro Contact Solution 098120 | +12.0% | 6,240 | ★ |
Mecaro 241770 | +9.6% | 12,050 | |
ISC 095340 | +9.3% | 34,700 | |
WONIK QnC 074600 | +8.2% | 27,700 | |
Hana Materials 166090 | +7.8% | 37,150 | |
Fine Semitech 036810 | +7.6% | 15,237 | |
Nepes 033640 | +7.5% | 20,850 | |
S&S Tech 101490 | +7.1% | 30,300 | |
Haesung DS 195870 | +6.5% | 43,900 |
3. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2022-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HanaMicron 067310 | +15.1% | 10,086 | ★ |
Tse 131290 | +9.9% | 43,450 | |
Auros Technology 322310 | +9.8% | 12,900 | |
PSK 319660 | +8.8% | 18,650 | |
Mirae 025560 | +8.3% | 23,546 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +8.0% | 7,050 | |
Fine Semitech 036810 | +7.6% | 15,237 | |
Rorze Systems 071280 | +7.2% | 7,840 | |
SurplusGLOBAL 140070 | +7.2% | 2,965 | |
HPSP 403870 | +6.7% | 16,700 |
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4. Medical Devices (recurred after 42 days)
- Episode: started 2022-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BNC Korea 256840 | +14.9% | 6,640 | |
Asta 246720 | +14.5% | 4,455 | ★ |
WonIk 032940 | +7.8% | 3,585 | |
Sejong Medical 258830 | +7.0% | 3,155 | |
Bistos 419540 | +6.2% | 14,900 | |
Sugentech 253840 | +5.7% | 11,100 | |
Ilooda 164060 | +5.4% | 5,480 | |
Dio 039840 | +5.3% | 21,800 | |
T&R Biofab 246710 | +5.2% | 10,032 |
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5. Railways (recurred after 116 days)
- Episode: started 2022-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Busan Industrial 011390 | +17.2% | 79,000 | ★ |
Daeho Al 069460 | +9.4% | 8,125 | |
Daea Ti 045390 | +6.6% | 3,380 | |
Cheryong Electric 033100 | +6.5% | 10,500 | |
SPG 058610 | +5.4% | 17,700 | |
Hwang Kum Steel & Technology 032560 | +5.1% | 7,860 | |
Korea Engineering Consultants 023350 | +4.8% | 8,080 | |
TuksuConstruction 026150 | +4.0% | 9,330 | |
Namkwang Engineering & Construction 001260 | +3.4% | 10,600 | |
Seoam Machinery Industry 100660 | +3.4% | 7,350 |
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6. Drones (recurred after 26 days)
- Episode: started 2022-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PC Direct 051380 | +26.8% | 5,175 | ★ |
Haesung Optics 076610 | +8.8% | 2,528 | |
Hanwha Systems 272210 | +4.3% | 12,200 | |
Makus 093520 | +3.8% | 8,000 | |
SatrecInitiative 099320 | +3.8% | 27,700 | |
JCH Systems 033320 | +2.8% | 3,980 | |
Kencoa Aerospace 274090 | +2.7% | 15,200 | |
Mcnex 097520 | +2.6% | 29,200 | |
CJ Logistics 000120 | +1.9% | 91,700 | |
Hanbit Soft 047080 | +1.9% | 3,560 |
7. Music & Entertainment (recurred after 4 days)
- Episode: started 2022-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
IHQ 003560 | +11.8% | 29,353 | ★ |
Cube Entertainment 182360 | +7.5% | 19,300 | |
Iokenm 078860 | +4.2% | 1,100 | |
Curoholdings 051780 | +4.1% | 19,360 | |
Next Entertainment World 160550 | +3.9% | 6,400 | |
Dear U 376300 | +3.7% | 29,100 | |
CJ ENM 035760 | +3.7% | 84,500 | |
Bucket Studio 066410 | +3.5% | 1,315 | |
SM Entertainment 041510 | +3.5% | 68,100 | |
ContentreeJoongAng 036420 | +2.8% | 25,450 |
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8. Botulinum Toxin (recurred after 529 days)
- Episode: started 2022-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BNC Korea 256840 | +14.9% | 6,640 | ★ |
EuBiologics 206650 | +6.7% | 11,900 | |
Huons 243070 | +5.5% | 33,350 | |
Huons Global 084110 | +3.2% | 19,500 | |
Chungdamglobal 362320 | +2.9% | 9,290 | |
PharmaResearch 214450 | +2.7% | 64,000 | |
Daewoong Pharma 069620 | +1.0% | 156,000 | |
Medy-Tox 086900 | +0.9% | 120,391 | |
DSK 109740 | +0.7% | 6,030 |
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Closing Thoughts
The COVID-19 theme now has a streak of 2 days, so the next session will show whether it extends. Botulinum Toxin reappeared after 529 days, with BNC Korea up 14.88%.
Railways returned after 116 days, led by Busan Industrial at 17.21%, and Drones saw PC Direct rise 26.84%. Whether these one-day runs continue is the open question.