Dec 22: 8 Strong Themes — Beauty & Cosmetics, Shipping
8 strong themes — 8 recurred. Top: Beauty & Cosmetics +6.3%.
Strong themes8
Top change+6.3%
LeaderCosmecca Korea
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 | Cosmecca Korea | +7.71% | |
| Shipping | Korea Line | +7.49% | |
| 5G | Opasnet | +5.79% | |
| Semiconductor Equipment | Laserssel | +4.15% | |
| Semiconductor Materials & Components | Dongjin Semichem | +5.39% | |
| Airlines & Low-Cost Carriers | Jin Air | +5.10% | |
| Metals (Non-Ferrous) | Aluko | +5.00% | |
| Petrochemicals | Korea Petro Chemical Ind | +5.84% |
Dec 22 was a broad session: all seven strong themes closed with every member stock higher. Beauty & Cosmetics led the board with an average change of 6.3%, with all 10 names up.
Cosmecca Korea topped Beauty & Cosmetics at 7.71%, followed by Caregen at 7.23% and Chungdamglobal at 7.21%. Shipping came next at 4.48%, led by Korea Line at 7.49% after a 45-day gap.
Tech joined in: 5G averaged 4.11%, Semiconductor Equipment 3.5% and Semiconductor Materials & Components 3.3%. Dongjin Semichem led materials at 5.39%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 6 days | +6.3% | 10/10 | Cosmecca Korea |
| 2 | Shipping | recurred after 45 days | +4.5% | 5/5 | Korea Line |
| 3 | 5G | recurred after 7 days | +4.1% | 8/8 | Opasnet |
| 4 | Semiconductor Equipment | recurred after 8 days | +3.5% | 9/9 | Laserssel |
| 5 | Semiconductor Materials & Components | recurred after 8 days | +3.3% | 10/10 | Dongjin Semichem |
| 6 | Airlines & Low-Cost Carriers | recurred after 3 days | +3.0% | 8/8 | Jin Air |
| 7 | Metals (Non-Ferrous) | recurred after 29 days | +2.8% | 10/10 | Aluko |
| 8 | Petrochemicals | recurred after 8 days | +2.8% | 9/9 | Korea Petro Chemical Ind |
Theme by Theme
1. Beauty & Cosmetics (recurred after 6 days)
- Episode: started 2022-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmecca Korea 241710 | +7.7% | 9,360 | ★ |
Caregen 214370 | +7.2% | 27,280 | |
Chungdamglobal 362320 | +7.2% | 11,900 | |
Organic Tea Cosmetics Holdings 900300 | +7.1% | 128,500 | |
Tonymoly 214420 | +6.2% | 4,290 | |
Aekyung Industrial 018250 | +6.0% | 20,450 | |
KolmarBNH 200130 | +5.9% | 27,850 | |
Cosmax 192820 | +5.5% | 71,200 | |
L&C Bio 290650 | +5.3% | 24,650 | |
Yonwoo 115960 | +4.9% | 19,350 |
2. Shipping (recurred after 45 days)
- Episode: started 2022-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Line 005880 | +7.5% | 2,225 | ★ |
Pan Ocean 028670 | +6.4% | 6,170 | |
HMM 011200 | +4.4% | 22,450 | |
Heung-a Shipping 003280 | +3.8% | 1,515 | |
KSS Line 044450 | +0.3% | 9,450 |
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3. 5G (recurred after 7 days)
- Episode: started 2022-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TAIHAN Fiberoptics 010170 | +5.8% | 2,814 | |
Opasnet 173130 | +5.8% | 7,981 | ★ |
LG Electronics 066570 | +5.1% | 90,300 | |
Rftech 061040 | +4.0% | 27,164 | |
Namu Ax 242040 | +3.5% | 2,055 | |
KMW 032500 | +3.5% | 29,400 | |
LG Uplus 032640 | +2.6% | 11,800 | |
nTels 069410 | +2.5% | 5,320 |
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4. Semiconductor Equipment (recurred after 8 days)
- Episode: started 2022-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Laserssel 412350 | +4.2% | 6,294 | ★ |
KohYoungTechnology 098460 | +4.1% | 13,850 | |
Asflow 159010 | +3.5% | 10,350 | |
Nextin 348210 | +3.5% | 53,500 | |
HanaMicron 067310 | +3.5% | 8,975 | |
PSK 319660 | +3.4% | 16,950 | |
Yest 122640 | +3.3% | 7,480 | |
LEENO Industrial 058470 | +3.1% | 32,838 | |
Advanced Process Systems 265520 | +3.0% | 19,000 |
5. Semiconductor Materials & Components (recurred after 8 days)
- Episode: started 2022-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongjin Semichem 005290 | +5.4% | 32,250 | ★ |
INNOX Advanced Materials 272290 | +4.3% | 30,350 | |
HanaMicron 067310 | +3.5% | 8,975 | |
ENF Technology 102710 | +3.3% | 21,950 | |
Chunbo 278280 | +3.1% | 238,900 | |
Hana Materials 166090 | +2.9% | 35,050 | |
KEC 092220 | +2.9% | 10,115 | |
Worldexindustry&trading 101160 | +2.7% | 19,100 | |
Foosung 093370 | +2.6% | 11,524 | |
Fine Semitech 036810 | +2.5% | 16,318 |
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6. Airlines & Low-Cost Carriers (recurred after 3 days)
- Episode: started 2022-12-22, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Jin Air 272450 | +5.1% | 16,500 | ★ |
AK Holdings 006840 | +4.3% | 16,950 | |
Air Busan 298690 | +4.2% | 2,330 | |
Asiana Airlines 020560 | +3.8% | 13,850 | |
Jejuair 089590 | +3.0% | 13,900 | |
Korean Air Lines 003490 | +1.4% | 24,900 | |
Hanjinkal 180640 | +1.3% | 39,650 | |
Tway Holdings Incorporation 004870 | +1.0% | 525 |
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7. Metals (Non-Ferrous) (recurred after 29 days)
- Episode: started 2022-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Namsun Aluminium 008350 | +7.1% | 2,415 | |
Aluko 001780 | +5.0% | 2,940 | ★ |
Seowon 021050 | +3.7% | 1,270 | |
Posco M-tech 009520 | +2.9% | 9,470 | |
Daeho Al 069460 | +2.6% | 7,000 | |
Hyundai BNG Steel 004560 | +1.9% | 10,900 | |
Hwang Kum Steel & Technology 032560 | +1.8% | 7,250 | |
Taekyung Industrial 015890 | +1.1% | 6,670 | |
Tplex 081150 | +1.0% | 3,950 | |
Youngpoong 000670 | +0.9% | 61,156 |
8. Petrochemicals (recurred after 8 days)
- Episode: started 2022-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Petro Chemical Ind 006650 | +5.8% | 163,000 | ★ |
Lotte Chemical 011170 | +4.5% | 173,000 | |
Hyosung Chemical 298000 | +2.9% | 211,000 | |
SKC 011790 | +2.9% | 90,609 | |
Aekyung Chemical 161000 | +1.9% | 9,640 | |
Kolon Industries 120110 | +1.9% | 43,150 | |
Taekwang Industrial 003240 | +1.8% | 753,000 | |
SK Chemicals 285130 | +1.5% | 79,900 | |
Green Chemical 083420 | +1.5% | 10,300 |
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Closing Thoughts
Airlines & Low-Cost Carriers rose an average 3.0%, and the recorded episode runs to 2022-12-28, or 7 days. Jin Air led at 5.1% on reports of a forecast return to profit.
Every other theme is a one-day episode so far. The next test is whether Metals (Non-Ferrous) (2.8%), back after 29 days, and Petrochemicals (2.75%) extend beyond Dec 22.