Oct 24: 8 Strong Themes — NEOM City, Crypto & Bitcoin

October 24, 2023 · #NEOM City #Crypto & Bitcoin #Ukraine Reconstruction #Semiconductor Equipment #Metaverse & VR #Media (Broadcast & Press) #NFTs #Beauty & Cosmetics

8 strong themes — 3 running · 5 recurred. Top: NEOM City +12.0%.

Strong themes8 Top change+12.0% LeaderHeerim Architects & Planners

Average change by strong theme

Average change of member stocks, by theme · descending
NEOM City
+12.0%
Crypto & Bitcoin
+10.6%
Ukraine Reconstruction
+10.5%
Semiconductor Equipment
+10.0%
Metaverse & VR
+8.7%
Media (Broadcast & Press)
+8.6%
NFTs
+8.5%
Beauty & Cosmetics
+8.2%

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
NEOM CityHeerim Architects & Planners+29.93%
Crypto & BitcoinWizit+30.03%
Ukraine ReconstructionDAEMO Engineering+17.92%
Semiconductor EquipmentMirae+13.63%
Metaverse & VRChips&Media+23.73%
Media (Broadcast & Press)YTN+30.00%
NFTsDanal+21.65%
Beauty & CosmeticsCosnine+13.00%

Every stock in the eight strong themes closed higher on Oct 24, 2023. NEOM City led with an average change of 11.99%, and all 8 of its stocks rose. Heerim Architects & Planners topped the group at 29.93%.

Crypto & Bitcoin came next with an average change of 10.58%, led by Wizit at 30.03%. Danal rose 21.65% and also led NFTs, a theme that came back after a 277-day gap.

Construction names showed up in more than one theme. DAEMO Engineering rose 17.92% and appeared in both NEOM City and Ukraine Reconstruction. Ukraine Reconstruction averaged 10.47% on its first day back after 18 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1NEOM City2 days running+12.0%8/8Heerim Architects & Planners
2Crypto & Bitcoin2 days running+10.6%10/10Wizit
3Ukraine Reconstructionrecurred after 18 days+10.5%10/10DAEMO Engineering
4Semiconductor Equipmentrecurred after 7 days+10.0%10/10Mirae
5Metaverse & VRrecurred after 40 days+8.7%9/9Chips&Media
6Media (Broadcast & Press)recurred after 57 days+8.6%10/10YTN
7NFTsrecurred after 277 days+8.5%10/10Danal
8Beauty & Cosmetics2 days running+8.2%9/9Cosnine

Theme by Theme

1. NEOM City (2 days running)

StockChangeCloseLeader
Heerim Architects & Planners 037440+29.9%10,420★
DAEMO Engineering 317850+17.9%11,450
KolonGlobal 003070+11.8%16,740
Yooshin Engineering 054930+10.5%39,000
SY 109610+8.3%6,030
Development Advance Solution 058730+7.1%4,365
SM Life Design Group 063440+5.4%1,923
SM Culture & Contents 048550+5.1%1,764

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2. Crypto & Bitcoin (2 days running)

StockChangeCloseLeader
Wizit 036090+30.0%2,503★
Danal 064260+21.6%3,905
GalaxiaMoneytree 094480+9.6%4,575
Woori Technology Investment 041190+8.6%4,300
Atinum Investment 021080+7.8%2,750
FSN 214270+6.9%1,944
Gamsung 036620+6.5%3,590
SBI Investment KOREA 019550+5.8%1,434
Makus 093520+4.6%9,370
Kakao 035720+4.3%39,600

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3. Ukraine Reconstruction (recurred after 18 days)

StockChangeCloseLeader
DAEMO Engineering 317850+17.9%11,450★
Sambu Construction 001470+12.7%2,840
Hyundai Everdigm 041440+12.4%6,780
Yooshin Engineering 054930+10.5%39,000
DASAN Networks 039560+9.9%3,930
DRB Industrial 163560+9.1%6,360
Seoyon Topmetal 019770+8.8%3,790
SY 109610+8.3%6,030
Haein 003010+7.8%5,680
DYD 219550+7.4%5,085

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4. Semiconductor Equipment (recurred after 7 days)

StockChangeCloseLeader
HanaMicron 067310+15.2%23,978
K-ensol 053080+14.3%26,800
Dit 110990+13.7%18,300
Mirae 025560+13.6%46,795★
Protec 053610+7.8%47,950
Raon Robotics 232680+7.3%8,640
Zeus 079370+7.3%11,000
Laserssel 412350+7.1%9,888
GigaVis 420770+7.0%70,000
Imt 451220+7.0%25,400

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5. Metaverse & VR (recurred after 40 days)

StockChangeCloseLeader
Chips&Media 094360+23.7%18,250★
iMBC 052220+9.9%3,150
Hanbit Soft 047080+7.5%2,430
Virnect 438700+6.8%8,370
S Net Systems 038680+6.7%4,421
VAIV company 301300+6.2%6,550
Daesung Private Equity 027830+6.0%2,015
Koses 089890+6.0%9,230
Giantstep 289220+5.8%9,690

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6. Media (Broadcast & Press) (recurred after 57 days)

StockChangeCloseLeader
YTN 040300+30.0%7,800★
Korea New Network 058400+19.3%1,056
iMBC 052220+9.9%3,150
DigitalChosun 033130+6.1%1,998
The Asia Business Daily 127710+5.0%1,360
Studio S 046140+4.5%4,905
Aniplus 310200+3.6%3,340
CJ ENM 035760+3.2%51,800
Seoul Broadcasting System 034120+2.4%23,900
The Korea Economic Broadcasting 039340+1.7%5,380

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7. NFTs (recurred after 277 days)

StockChangeCloseLeader
Danal 064260+21.6%3,905★
Wemade 112040+11.1%37,400
Com2uS Holdings 063080+9.9%25,450
GalaxiaMoneytree 094480+9.6%4,575
Polaris Office 041020+7.6%4,545
FSN 214270+6.9%1,944
NAVER 035420+4.9%187,000
NBT 236810+4.6%5,040
Kakao 035720+4.3%39,600
Kakao Games 293490+4.3%24,100

8. Beauty & Cosmetics (2 days running)

StockChangeCloseLeader
BioSmart 038460+14.4%3,615
Cosnine 082660+13.0%591★
Icure Pharmaceutical Incorporation 175250+7.8%2,030
DYD 219550+7.4%5,085
Chungdamglobal 362320+7.2%6,700
Olipass 244460+7.0%33,401
Hyundai Bioscience 048410+5.7%16,985
Able C&C 078520+5.6%8,470
Jolse 018700+5.4%4,955

Closing Thoughts

NEOM City, Crypto & Bitcoin and Beauty & Cosmetics are each on a 2-day streak that began Oct 23. The next session will show whether any of those runs reaches a third day.

Five themes came back after a gap, including Media (Broadcast & Press), where YTN rose 30.0%. Each of these is a one-day episode for now, and it is still open whether any of them shows up again.