Nov 15: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Materials & Components

November 15, 2022 · #COVID (Diagnostics, Treatments, Vaccines) #Semiconductor Materials & Components #Semiconductor Equipment #Medical Devices #Railways #Drones #Music & Entertainment #Botulinum Toxin

8 strong themes — 1 running · 7 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +12.8%.

Strong themes8 Top change+12.8% LeaderIl Dong Pharmaceutical

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+12.8%
Semiconductor Materials & Components
+9.1%
Semiconductor Equipment
+8.9%
Medical Devices
+8.0%
Railways
+6.6%
Drones
+5.9%
Music & Entertainment
+4.9%
Botulinum Toxin
+4.3%

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)Il Dong Pharmaceutical+29.87%
Semiconductor Materials & ComponentsMicro Contact Solution+12.03%
Semiconductor EquipmentHanaMicron+15.11%
Medical DevicesAsta+14.52%
RailwaysBusan Industrial+17.21%
DronesPC Direct+26.84%
Music & EntertainmentIHQ+11.83%-
Botulinum ToxinBNC 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

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Diagnostics, Treatments, Vaccines)2 days running+12.8%9/9Il Dong Pharmaceutical
2Semiconductor Materials & Componentsrecurred after 7 days+9.1%10/10Micro Contact Solution
3Semiconductor Equipmentrecurred after 7 days+8.9%10/10HanaMicron
4Medical Devicesrecurred after 42 days+8.0%9/9Asta
5Railwaysrecurred after 116 days+6.6%10/10Busan Industrial
6Dronesrecurred after 26 days+5.9%10/10PC Direct
7Music & Entertainmentrecurred after 4 days+4.9%10/10IHQ
8Botulinum Toxinrecurred after 529 days+4.3%9/9BNC Korea

Theme by Theme

1. COVID (Diagnostics, Treatments, Vaccines) (2 days running)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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)

StockChangeCloseLeader
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.