Dec 14: 8 Strong Themes — Pharma, COVID (Pfizer)

December 14, 2022 · #Pharma #COVID (Pfizer) #Semiconductor Equipment #COVID (Diagnostics, Treatments, Vaccines) #Webtoons #Battery #Games #Semiconductor Materials & Components

8 strong themes — 1 running · 7 recurred. Top: Pharma +11.1%.

Strong themes8 Top change+11.1% LeaderKyung Nam Pharm

Average change by strong theme

Average change of member stocks, by theme · descending
Pharma
+11.1%
COVID (Pfizer)
+8.2%
Semiconductor Equipment
+7.2%
COVID (Diagnostics, Treatments, Vaccines)
+6.1%
Webtoons
+5.8%
Battery
+5.6%
Games
+5.6%
Semiconductor Materials & Components
+5.0%

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
PharmaKyung Nam Pharm+25.60%
COVID (Pfizer)Seoul Pharma+21.98%
Semiconductor EquipmentSurplusGLOBAL+14.04%
COVID (Diagnostics, Treatments, Vaccines)Jeil Pharmaceutical+6.93%
WebtoonsFinger Story+15.70%
BatteryYunsung F&C+12.42%
GamesWemade+9.87%
Semiconductor Materials & ComponentsSemcns+5.36%

Pharma led the Dec 14 session with an average change of 11.08%, and all 9 of its stocks closed higher. It was the theme’s third straight day of strength.

Kyung Nam Pharm led the group with a gain of 25.6%, while Seoul Pharma rose 21.98%. News headlines pointed to a shortage of medicines and an emergency production order.

Breadth was wide, with every stock in all eight strong themes closing higher. Semiconductor Equipment posted an average change of 7.2%, led by SurplusGLOBAL at 14.04%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Pharma3 days running+11.1%9/9Kyung Nam Pharm
2COVID (Pfizer)recurred after 266 days+8.2%6/6Seoul Pharma
3Semiconductor Equipmentrecurred after 5 days+7.2%10/10SurplusGLOBAL
4COVID (Diagnostics, Treatments, Vaccines)recurred after 5 days+6.1%10/10Jeil Pharmaceutical
5Webtoonsrecurred after 2 days+5.8%10/10Finger Story
6Batteryrecurred after 19 days+5.6%8/8Yunsung F&C
7Gamesrecurred after 20 days+5.6%9/9Wemade
8Semiconductor Materials & Componentsrecurred after 13 days+5.0%10/10Semcns

Theme by Theme

1. Pharma (3 days running)

StockChangeCloseLeader
Kyung Nam Pharm 053950+25.6%9,150★
Seoul Pharma 018680+22.0%5,910
Icure Pharmaceutical Incorporation 175250+14.1%3,555
Sam-A Pharm 009300+7.7%18,200
SK Bioscience 302440+7.5%89,200
Jeil Pharmaceutical 271980+6.9%21,600
ST Pharm 237690+5.8%88,800
GC WellBeing 234690+5.4%8,790
Hwail Pharm 061250+4.7%30,250

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2. COVID (Pfizer) (recurred after 266 days)

StockChangeCloseLeader
Seoul Pharma 018680+22.0%5,910★
Jeju Semiconductor 080220+9.1%4,090
Pharmicell 005690+8.2%11,150
Jeil Pharmaceutical 271980+6.9%21,600
Isu Chemical 005950+2.6%10,825
DaehanPharmaceutical 023910+0.2%30,500

3. Semiconductor Equipment (recurred after 5 days)

StockChangeCloseLeader
SurplusGLOBAL 140070+14.0%3,900★
Auros Technology 322310+8.1%17,350
Seojin System 178320+7.8%18,600
Nextin 348210+7.4%55,300
Jusung Engineering 036930+6.8%12,600
Koses 089890+6.3%10,050
Gigalane 049080+5.8%19,050
Pro2000 321260+5.6%2,565
SFA Semicon 036540+5.3%4,575
Russell 217500+4.9%3,010

4. COVID (Diagnostics, Treatments, Vaccines) (recurred after 5 days)

StockChangeCloseLeader
Pharmicell 005690+8.2%11,150
SK Bioscience 302440+7.5%89,200
Medicox 054180+7.3%51,000
Jeil Pharmaceutical 271980+6.9%21,600★
Psomagen 950200+5.7%6,670
Osangjaiel 053980+5.5%5,043
PCL 241820+5.5%91,700
Sejong Medical 258830+4.7%3,220
LabGenomics 084650+4.7%3,150
Eutilex 263050+4.6%7,460

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5. Webtoons (recurred after 2 days)

StockChangeCloseLeader
Finger Story 417180+15.7%49,031★
D&C Media 263720+15.4%20,600
Mr. Blue 207760+12.1%2,657
Ankey Ax 134580+7.3%5,200
Daewon Media 048910+3.6%14,450
NBT 236810+1.3%6,350
KidariStudio 020120+0.9%9,380
Kakao 035720+0.9%58,700
NHN 181710+0.6%25,350
NAVER 035420+0.3%193,500

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6. Battery (recurred after 19 days)

StockChangeCloseLeader
Yunsung F&C 372170+12.4%44,800★
Ecopro 086520+5.8%22,754
Kespion 079190+5.2%5,114
SungEel HiTech 365340+5.0%119,800
PI Advanced Materials 178920+4.7%32,100
Cenotec 222420+4.4%1,880
Samsung SDI 006400+3.7%653,015
LG Chem 051910+3.7%646,000

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7. Games (recurred after 20 days)

StockChangeCloseLeader
Wemade 112040+9.9%38,950★
Skonec Entertainment 276040+9.6%13,178
Neptune Company 217270+5.5%12,550
Barunson Entertainment & Arts 035620+5.3%5,633
Wemade Max 101730+4.7%12,300
Staco Link 060240+4.1%40,851
PearlAbyss 263750+3.9%46,500
Neowiz Holdings 042420+3.7%28,000
Daewon Media 048910+3.6%14,450

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8. Semiconductor Materials & Components (recurred after 13 days)

StockChangeCloseLeader
Dongwoon Anatech 094170+5.7%8,927
Semcns 252990+5.4%4,125★
Hana Materials 166090+5.2%36,100
WONIK QnC 074600+5.2%26,300
INNOX Advanced Materials 272290+5.2%30,400
FNS Tech 083500+5.0%7,990
Fine Semitech 036810+4.9%16,908
Tokai Carbon Korea 064760+4.9%107,500
Tiger Elec 219130+4.6%22,800
Dongjin Semichem 005290+4.4%33,200

Closing Thoughts

Most themes were back for a single day, but COVID (Pfizer) returned after a gap of 266 days. The next data point is whether the Pharma run continues past its 3 days.

Company news also drove moves. Yunsung F&C rose 12.42% after a secondary battery mixing system supply contract, and Wemade gained 9.87% as it appealed a WEMIX delisting decision.