Dec 27: 8 Strong Themes — Beauty & Cosmetics, Drones
8 strong themes — 8 recurred. Top: Beauty & Cosmetics +15.4%.
Strong themes8
Top change+15.4%
LeaderHankook Cosmetics Manufacturing
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 | Hankook Cosmetics Manufacturing | +29.82% | |
| Drones | JCH Systems | +29.94% | |
| Defense & War | Firstec | +18.47% | |
| Duty Free | Tonymoly | +13.75% | |
| Lithium (Related) | Aptn | +2.47% | |
| Fashion & Clothing | SJ Group | +5.85% | |
| Travel | Lotte Tour Development | +6.95% | |
| Casinos | Lotte Tour Development | +6.95% |
On Dec 27, Beauty & Cosmetics topped the strong themes with an average change of 15.38%, and all 10 of its stocks rose. News that day linked the move to China easing its quarantine rules.
Hankook Cosmetics Manufacturing led the group, up 29.82% to close at 5790. Cosmecca Korea gained 21.33% and Hankook Cosmetics 20.82%.
Drones returned after a 42-day gap with an average change of 10.51%, led by JCH Systems at 29.94%. Firstec rose 18.47% and led Defense & War.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 5 days | +15.4% | 10/10 | Hankook Cosmetics Manufacturing |
| 2 | Drones | recurred after 42 days | +10.5% | 9/9 | JCH Systems |
| 3 | Defense & War | recurred after 12 days | +7.0% | 9/9 | Firstec |
| 4 | Duty Free | recurred after 11 days | +5.3% | 7/7 | Tonymoly |
| 5 | Lithium (Related) | recurred after 8 days | +4.4% | 9/9 | Aptn |
| 6 | Fashion & Clothing | recurred after 89 days | +4.2% | 10/10 | SJ Group |
| 7 | Travel | recurred after 8 days | +3.5% | 9/9 | Lotte Tour Development |
| 8 | Casinos | recurred after 11 days | +3.3% | 5/5 | Lotte Tour Development |
Theme by Theme
1. Beauty & Cosmetics (recurred after 5 days)
- Episode: started 2022-12-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hankook Cosmetics Manufacturing 003350 | +29.8% | 5,790 | ★ |
Cosmecca Korea 241710 | +21.3% | 10,750 | |
Hankook Cosmetics 123690 | +20.8% | 8,880 | |
Coreana Cosmetics 027050 | +14.8% | 3,480 | |
Tonymoly 214420 | +13.8% | 4,550 | |
Chungdamglobal 362320 | +11.7% | 11,950 | |
Englewood Lab 950140 | +11.2% | 5,340 | |
Yonwoo 115960 | +10.7% | 19,700 | |
Sunjin Beauty Science 086710 | +9.9% | 6,770 | |
It’s Hanbul 226320 | +9.7% | 18,100 |
Related news
- [마켓ING]중국 방역 완화에 날아오른 화장품株 — 아시아경제 (Korean)
- 中 리오프닝 기대감에 코스피 0.68% 상승…화장품·항공주 강세 — 아시아경제 (Korean)
2. Drones (recurred after 42 days)
- Episode: started 2022-12-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
JCH Systems 033320 | +29.9% | 4,275 | ★ |
Firstec 010820 | +18.5% | 3,400 | |
T3 Entertainment 204610 | +8.0% | 1,750 | |
Kisan Telecom 035460 | +8.0% | 3,235 | |
Huneed Technologies 005870 | +6.9% | 6,200 | |
Kencoa Aerospace 274090 | +6.9% | 12,400 | |
Hanbit Soft 047080 | +6.2% | 3,080 | |
Noble M&B 106520 | +5.4% | 2,725 | |
Mcnex 097520 | +4.7% | 28,700 |
Related news
- [특징주]티쓰리, 한빛드론 5.1k 항공촬영 전용 드론+정부기관 협업 부각 ‘강세’ — 이데일리 (Korean)
- [급등락주 짚어보기] 제이씨현시스템·디티앤씨, 드론부대 조기 창설 소식에 상한가 — 이투데이 (Korean)
3. Defense & War (recurred after 12 days)
- Episode: started 2022-12-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Firstec 010820 | +18.5% | 3,400 | ★ |
Kisan Telecom 035460 | +8.0% | 3,235 | |
Huneed Technologies 005870 | +6.9% | 6,200 | |
Kencoa Aerospace 274090 | +6.9% | 12,400 | |
Fiberpro 368770 | +6.4% | 2,240 | |
Hyundai-Rotem 064350 | +4.5% | 28,850 | |
Hanwha Aerospace 012450 | +4.0% | 76,195 | |
Ace Technologies 088800 | +4.0% | 20,459 | |
Kanglim 014200 | +3.9% | 6,334 |
4. Duty Free (recurred after 11 days)
- Episode: started 2022-12-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Tonymoly 214420 | +13.8% | 4,550 | ★ |
JTC 950170 | +7.8% | 3,670 | |
Global Tax Free 204620 | +5.6% | 2,604 | |
Hotel Shilla 008770 | +4.9% | 82,900 | |
Shinsegae 004170 | +2.8% | 217,500 | |
HDC Holdings 012630 | +1.4% | 5,720 | |
Hyundai Department Store 069960 | +0.7% | 59,400 |
Related news
- 코스닥 1% 넘게 회복‥항공·면세점 관련주 강세 — MBC (Korean)
- [특징주] 中 전면적 리오프닝에 화장품·면세점·의류·항공주 상승세 — 서울경제 (Korean)
5. Lithium (Related) (recurred after 8 days)
- Episode: started 2022-12-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang 001570 | +8.2% | 25,100 | |
Kwangmu 029480 | +7.9% | 3,270 | |
Hydro Lithium 101670 | +5.8% | 24,450 | |
Cosmochemical 005420 | +4.9% | 22,089 | |
SungEel HiTech 365340 | +3.4% | 109,500 | |
Lithium-for-earth 073570 | +3.1% | 72,889 | |
Aptn 270520 | +2.5% | 13,670 | ★ |
MNTECHCo 095500 | +2.4% | 17,100 | |
Posco M-tech 009520 | +1.7% | 8,550 |
Related news
- [특징주]지엔원에너지, 세계 최대 염수호 리튬 추출 계약 소식에 상승 — 서울경제 (Korean)
6. Fashion & Clothing (recurred after 89 days)
- Episode: started 2022-12-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SJ Group 306040 | +5.8% | 17,200 | ★ |
Gritee 204020 | +4.6% | 3,075 | |
Hwaseung Enterprise 241590 | +4.3% | 9,700 | |
Fashion Platform 225590 | +4.3% | 8,525 | |
Shinsegae International 031430 | +4.2% | 26,150 | |
J.estina 026040 | +4.2% | 2,635 | |
Daehyun 016090 | +4.1% | 2,430 | |
JS 194370 | +3.9% | 7,250 | |
Shinsung Tongsang 005390 | +3.5% | 2,235 | |
The Nature Holdings 298540 | +3.4% | 33,800 |
7. Travel (recurred after 8 days)
- Episode: started 2022-12-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Tour Development 032350 | +7.0% | 13,850 | ★ |
Very Good Tour 094850 | +6.4% | 10,750 | |
Yellow Balloon Tour 104620 | +6.3% | 7,580 | |
Modetournetwork 080160 | +3.6% | 17,300 | |
Gradiant 035080 | +2.9% | 15,850 | |
Hanatour Service 039130 | +2.4% | 60,300 | |
RedcapTour 038390 | +2.1% | 9,650 | |
Sejoong 039310 | +0.2% | 2,650 | |
SM Culture & Contents 048550 | +0.2% | 2,985 |
Related news
- 中 입국 격리 폐지에 증시 들썩…여행·소비재↑ — YTN (Korean)
8. Casinos (recurred after 11 days)
- Episode: started 2022-12-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Tour Development 032350 | +7.0% | 13,850 | ★ |
Paradise 034230 | +4.4% | 17,750 | |
Grand Korea Leisure 114090 | +2.8% | 18,600 | |
Kortek 052330 | +1.5% | 9,270 | |
Kangwon Land 035250 | +0.8% | 23,800 |
Related news
- [장중수급포착] 롯데관광개발, 기관 13일 연속 순매수행진… 주가 +6.56% — 뉴스핌 (Korean)
Closing Thoughts
The reopening trade spread beyond the Beauty & Cosmetics theme: Duty Free averaged 5.29%, Travel 3.45% and Casinos 3.3%. Their episodes, like Beauty & Cosmetics, run through Dec 28.
By contrast, Drones, Defense & War, Lithium (Related) and Fashion & Clothing were one-day episodes. Whether they resurface is the next thing to track.