Sep 11: 8 Strong Themes — Robotics (Industrial & Collaborative), Beauty & Cosmetics

September 11, 2023 · #Robotics (Industrial & Collaborative) #Beauty & Cosmetics #Cancer Immunotherapy #Pharma #ChatGPT & AI Chatbots #Ukraine Reconstruction #Defense & War #Construction Equipment

8 strong themes — 8 recurred. Top: Robotics (Industrial & Collaborative) +14.0%.

Strong themes8 Top change+14.0% LeaderSP Systems

Average change by strong theme

Average change of member stocks, by theme · descending
Robotics (Industrial & Collaborative)
+14.0%
Beauty & Cosmetics
+8.7%
Cancer Immunotherapy
+8.6%
Pharma
+7.1%
ChatGPT & AI Chatbots
+6.2%
Ukraine Reconstruction
+5.9%
Defense & War
+5.3%
Construction Equipment
+4.0%

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
Robotics (Industrial & Collaborative)SP Systems+30.00%
Beauty & CosmeticsManyo Factory+14.70%
Cancer ImmunotherapyChabiotech+24.65%
PharmaChoolip & Sciences+7.35%
ChatGPT & AI ChatbotsESTsoft+18.77%
Ukraine ReconstructionSC Engineering+9.68%
Defense & WarSNT Dynamics+12.73%
Construction EquipmentSeoyon Topmetal+7.85%

On 2023-09-11, all eight strong themes ended the session with every listed stock higher. Robotics (Industrial & Collaborative) led with an average change of 14.02%, with 9 of 9 stocks up.

SP Systems topped the robotics group at 30.0%, and Doosan followed at 27.65%. In Cancer Immunotherapy, Chabiotech rose 24.65%.

Beauty & Cosmetics came next with an average change of 8.69%, led by Manyo Factory at 14.7%. Every theme returned after a gap, ranging from 4 to 33 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Robotics (Industrial & Collaborative)recurred after 4 days+14.0%9/9SP Systems
2Beauty & Cosmeticsrecurred after 5 days+8.7%9/9Manyo Factory
3Cancer Immunotherapyrecurred after 33 days+8.6%10/10Chabiotech
4Pharmarecurred after 5 days+7.1%10/10Choolip & Sciences
5ChatGPT & AI Chatbotsrecurred after 5 days+6.2%10/10ESTsoft
6Ukraine Reconstructionrecurred after 7 days+5.9%9/9SC Engineering
7Defense & Warrecurred after 13 days+5.3%10/10SNT Dynamics
8Construction Equipmentrecurred after 7 days+4.0%10/10Seoyon Topmetal

Theme by Theme

1. Robotics (Industrial & Collaborative) (recurred after 4 days)

StockChangeCloseLeader
SP Systems 317830+30.0%19,630★
Doosan 000150+27.6%149,100
Dae-il 092200+19.0%6,640
Smec 099440+15.8%5,209
TPC 130740+11.6%3,475
RS Automation 140670+8.0%18,458
Russell 217500+4.8%4,155
PJ Electronics 006140+4.8%7,480
Woorim Power Train Solution 101170+4.6%7,670

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2. Beauty & Cosmetics (recurred after 5 days)

StockChangeCloseLeader
Manyo Factory 439090+14.7%33,550★
Hankook Cosmetics 123690+13.1%10,950
BioSmart 038460+11.5%4,060
VT 018290+8.6%16,400
Globon 019660+6.8%6,575
Bonne 226340+6.2%10,590
Coreana Cosmetics 027050+6.2%4,145
BL Pharmtech 065170+5.6%2,044
Olipass 244460+5.5%29,549

3. Cancer Immunotherapy (recurred after 33 days)

StockChangeCloseLeader
Chabiotech 085660+24.6%20,632★
Vaxcell-Bio Therapeutics 323990+12.6%34,606
Hanall Biopharma 009420+11.3%27,050
Yuhan 000100+9.4%76,470
OSCOTECInc 039200+7.5%31,400
GI Innovation 358570+4.8%11,785
GC Cell 144510+4.3%37,500
ABL Bio 298380+4.2%19,450
ISU Abxis 086890+3.7%7,890
Aptabio Therapeutics 293780+3.1%11,270

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4. Pharma (recurred after 5 days)

StockChangeCloseLeader
Hanall Biopharma 009420+11.3%27,050
CMG Pharmaceutical 058820+10.2%2,750
Yuhan 000100+9.4%76,470
Choolip & Sciences 291650+7.3%3,854★
Chong Kun Dang Pharmaceutical 185750+7.3%85,513
SK biopharmaceuticals 326030+6.2%87,000
Korea United Pharm 033270+5.6%28,450
HLB Pharmaceutical 047920+5.3%13,150
High Tech Pharm 106190+4.7%10,967
HK inno.N 195940+4.0%39,350

5. ChatGPT & AI Chatbots (recurred after 5 days)

StockChangeCloseLeader
ESTsoft 047560+18.8%19,620★
BRIDGETECCorp 064480+8.8%8,740
Maum.ai 377480+8.0%38,600
Global Tax Free 204620+6.0%6,008
VAIV company 301300+4.2%9,600
Polaris Office 041020+3.9%5,860
Saltlux 304100+3.7%42,950
Selvas AI 108860+3.6%24,600
YoungLimWon SoftLab 060850+2.6%8,650
Exem 205100+2.4%3,042

6. Ukraine Reconstruction (recurred after 7 days)

StockChangeCloseLeader
SC Engineering 023960+9.7%2,085★
HD Construction Equipment 267270+9.2%77,500
Seoyon Topmetal 019770+7.8%4,260
SY 109610+7.3%5,590
HD Hyundai Infracore 042670+4.6%10,600
Dohwa Engineering 002150+4.5%8,780
Sambu Construction 001470+4.1%3,810
DY Power 210540+3.3%13,690
Haein 003010+2.8%5,870

7. Defense & War (recurred after 13 days)

StockChangeCloseLeader
SNT Dynamics 003570+12.7%12,310★
S Connect 096630+8.6%8,145
Kencoa Aerospace 274090+5.4%14,350
SatrecInitiative 099320+5.3%32,550
HJ Shipbuilding & Construction 097230+4.2%3,840
Hanwha Aerospace 012450+3.8%124,072
Samyung ENC 065570+3.5%5,050
Poongsan 103140+3.3%36,150
Welcron 065950+3.1%3,000
Haein 003010+2.8%5,870

8. Construction Equipment (recurred after 7 days)

StockChangeCloseLeader
HD Construction Equipment 267270+9.2%77,500
Seoyon Topmetal 019770+7.8%4,260★
HD Hyundai Infracore 042670+4.6%10,600
DY Power 210540+3.3%13,690
Daechang Forging 015230+3.1%6,890
Dongil Metal 109860+3.0%10,500
Haein 003010+2.8%5,870
Jinsung T.e.c 036890+2.2%12,070
Heungkuk Metaltech 010240+1.9%6,320
Doosan Bobcat 241560+1.5%53,700

Closing Thoughts

Each theme stands on a streak of 1, so the open question is whether these moves carry past Sep 11. Cancer Immunotherapy came back after the longest gap, at 33 days.

Yuhan and Hanall Biopharma appear in both Pharma and Cancer Immunotherapy, and Haein appears in three themes. Construction Equipment posted the smallest average change, at 3.96%.