Dec 5: 8 Strong Themes — Beauty & Cosmetics, 5G
8 strong themes — 3 running · 5 recurred. Top: Beauty & Cosmetics +12.6%.
Strong themes8
Top change+12.6%
LeaderSewha P&C
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Beauty & Cosmetics | Sewha P&C | +29.69% | |
| 5G | Frtek | +13.15% | |
| Korea-Listed Chinese Companies | Heng Sheng Holding Group | +13.56% | |
| Duty Free | Tonymoly | +6.31% | |
| Vaccines, Diagnostics & Epidemic Control | Daesung Microbiological Labs | +3.21% | |
| Ukraine Reconstruction (Related) | Development Advance Solution | +5.80% | |
| Autonomous Driving | Nextchip | +7.34% | |
| Casinos | TOVISCo | +2.19% |
Beauty & Cosmetics led the 2022-12-05 session with an average change of 12.64%, and all 8 stocks rose. The theme extended its streak to 5 days.
Sewha P&C topped the group at 29.69%, with NFC up 20.17%. Headlines tied the move to hopes that China would ease its zero-COVID policy.
Duty Free rose for a third straight day, averaging 4.24%, and Casinos added 2.11%. Korea-Listed Chinese Companies returned after 173 days, averaging 5.17%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | 5 days running | +12.6% | 8/8 | Sewha P&C |
| 2 | 5G | recurred after 14 days | +6.7% | 8/8 | Frtek |
| 3 | Korea-Listed Chinese Companies | recurred after 173 days | +5.2% | 7/7 | Heng Sheng Holding Group |
| 4 | Duty Free | 3 days running | +4.2% | 7/7 | Tonymoly |
| 5 | Vaccines, Diagnostics & Epidemic Control | recurred after 728 days | +4.0% | 10/10 | Daesung Microbiological Labs |
| 6 | Ukraine Reconstruction (Related) | 2 days running | +2.6% | 6/6 | Development Advance Solution |
| 7 | Autonomous Driving | recurred after 31 days | +2.6% | 8/8 | Nextchip |
| 8 | Casinos | recurred after 4 days | +2.1% | 5/5 | TOVISCo |
Theme by Theme
1. Beauty & Cosmetics (5 days running)
- Episode: started 2022-11-29, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Sewha P&C 252500 | +29.7% | 1,485 | ★ |
NFC 265740 | +20.2% | 4,825 | |
Yonwoo 115960 | +10.4% | 19,100 | |
Coreana Cosmetics 027050 | +10.2% | 3,455 | |
C&C International 352480 | +9.1% | 27,500 | |
Globon 019660 | +7.6% | 7,881 | |
Shinsegae International 031430 | +7.0% | 26,850 | |
Aekyung Industrial 018250 | +7.0% | 20,000 |
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2. 5G (recurred after 14 days)
- Episode: started 2022-12-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Opasnet 173130 | +15.5% | 10,453 | |
Frtek 073540 | +13.2% | 3,700 | ★ |
Gigalane 049080 | +9.5% | 19,650 | |
HFR 230240 | +4.0% | 32,500 | |
KMW 032500 | +3.6% | 28,550 | |
OE Solutions 138080 | +2.9% | 17,900 | |
RFHIC 218410 | +2.9% | 23,300 | |
Ace Technologies 088800 | +2.4% | 14,895 |
3. Korea-Listed Chinese Companies (recurred after 173 days)
- Episode: started 2022-12-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Heng Sheng Holding Group 900270 | +13.6% | 3,602 | ★ |
China Crystal New Material Holdings 900250 | +7.6% | 4,508 | |
Wing Yip Food Holdings Group 900340 | +6.2% | 4,483 | |
Coloray International Investment 900310 | +4.8% | 4,810 | |
Global SM Tech 900070 | +2.5% | 1,650 | |
Organic Tea Cosmetics Holdings 900300 | +0.8% | 124,500 | |
Rothwell International 900260 | +0.8% | 1,345 |
4. Duty Free (3 days running)
- Episode: started 2022-12-01, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Tonymoly 214420 | +6.3% | 4,380 | ★ |
Hotel Shilla 008770 | +5.3% | 80,000 | |
Shinsegae 004170 | +5.2% | 224,500 | |
JTC 950170 | +4.8% | 3,715 | |
Global Tax Free 204620 | +4.6% | 2,547 | |
Hyundai Department Store 069960 | +3.0% | 61,400 | |
HDC Holdings 012630 | +0.5% | 5,930 |
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5. Vaccines, Diagnostics & Epidemic Control (recurred after 728 days)
- Episode: started 2022-12-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
iNtRON Biotechnology 048530 | +5.3% | 9,250 | |
Daehan Nupharm 054670 | +4.8% | 9,510 | |
Komipharm International 041960 | +4.7% | 7,111 | |
Sugentech 253840 | +4.3% | 9,790 | |
Chasys 033250 | +4.0% | 5,125 | |
GeneOne Life Science 011000 | +3.8% | 36,000 | |
Bioneercorporation 064550 | +3.5% | 34,050 | |
EuBiologics 206650 | +3.5% | 10,350 | |
Daesung Microbiological Labs 036480 | +3.2% | 11,250 | ★ |
Cheil Bio 052670 | +3.1% | 1,490 |
6. Ukraine Reconstruction (Related) (2 days running)
- Episode: started 2022-12-02, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Development Advance Solution 058730 | +5.8% | 6,200 | ★ |
Seoyon Topmetal 019770 | +2.3% | 4,825 | |
Sambu Construction 001470 | +2.3% | 1,580 | |
Seoam Machinery Industry 100660 | +2.2% | 7,080 | |
SY 109610 | +1.8% | 4,500 | |
Hyundai 011760 | +1.4% | 18,000 |
7. Autonomous Driving (recurred after 31 days)
- Episode: started 2022-12-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nextchip 396270 | +7.3% | 6,979 | ★ |
NAVER 035420 | +3.2% | 191,500 | |
Chips&Media 094360 | +2.9% | 8,050 | |
Samsung Electro-mechanics 009150 | +2.6% | 140,000 | |
Ace Technologies 088800 | +2.4% | 14,895 | |
Sekonix 053450 | +1.4% | 5,710 | |
Ranix 317120 | +0.5% | 5,115 | |
NC& 092600 | +0.3% | 8,850 |
8. Casinos (recurred after 4 days)
- Episode: started 2022-12-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Paradise 034230 | +3.7% | 18,050 | |
Grand Korea Leisure 114090 | +3.2% | 17,900 | |
TOVISCo 051360 | +2.2% | 9,330 | ★ |
Kortek 052330 | +1.2% | 9,730 | |
Kangwon Land 035250 | +0.2% | 24,650 |
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Closing Thoughts
5G came back after a 14-day gap with an average change of 6.74%, led by Frtek. Whether this one-day return turns into a streak is an open question.
Vaccines, Diagnostics & Epidemic Control reappeared after 728 days, with all 10 stocks up, averaging 4.02%. Whether the 5-day Beauty & Cosmetics run continues is the other thread to follow.