Theme Insight한국어

Dec 1: 8 Strong Themes — Medical Devices, Digital Health & Telehealth

December 1, 2023 · #Medical Devices #Digital Health & Telehealth #COVID (Diagnostics, Treatments, Vaccines) #Defense & War #Games #STO (Security-Type Token Issuance) #Pharma #Masks

8 strong themes — 8 recurred. Top: Medical Devices +9.1%.

Strong themes8 Top change+9.1% LeaderMekics

Average change by strong theme

Average change of member stocks, by theme · descending
Medical Devices
+9.1%
Digital Health & Telehealth
+7.7%
COVID (Diagnostics, Treatments, Vaccines)
+7.2%
Defense & War
+5.7%
Games
+5.2%
STO (Security-Type Token Issuance)
+5.0%
Pharma
+4.0%
Masks
+3.2%

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
Medical DevicesMekics+22.68%
Digital Health & TelehealthInsung Information+21.20%
COVID (Diagnostics, Treatments, Vaccines)Sugentech+11.75%
Defense & WarSNT Dynamics+7.74%
GamesWemade Max+7.57%
STO (Security-Type Token Issuance)GalaxiaMoneytree+16.94%
PharmaKukje Pharma+5.91%
MasksLemon+1.34%

Healthcare-linked themes led the Dec 1 session, with Medical Devices on top at an average change of 9.1%. All 9 of its stocks rose, led by Mekics at 22.68%.

Digital Health & Telehealth averaged 7.74%, with Insung Information up 21.2%. COVID (Diagnostics, Treatments, Vaccines) averaged 7.2%, with Seegene up 12.62%.

Outside healthcare, Defense & War averaged 5.67% and Games 5.17%. In STO (Security-Type Token Issuance), GalaxiaMoneytree rose 16.94%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Medical Devicesrecurred after 21 days+9.1%9/9Mekics
2Digital Health & Telehealthrecurred after 10 days+7.7%10/10Insung Information
3COVID (Diagnostics, Treatments, Vaccines)recurred after 4 days+7.2%9/9Sugentech
4Defense & Warrecurred after 2 days+5.7%9/9SNT Dynamics
5Gamesrecurred after 2 days+5.2%9/9Wemade Max
6STO (Security-Type Token Issuance)recurred after 2 days+5.0%10/10GalaxiaMoneytree
7Pharmarecurred after 4 days+4.0%10/10Kukje Pharma
8Masksrecurred after 4 days+3.2%10/10Lemon

Theme by Theme

1. Medical Devices (recurred after 21 days)

StockChangeCloseLeader
Mekics 058110+22.7%5,030★
EOFlow 294090+14.7%8,920
Sugentech 253840+11.8%6,750
JLK 322510+10.1%20,158
GC MediAI 032620+7.3%4,825
VIOL Medical 335890+5.8%9,590
i3system 214430+3.8%34,400
Coreline Soft 384470+2.9%22,857
Mediana 041920+2.8%7,830

2. Digital Health & Telehealth (recurred after 10 days)

StockChangeCloseLeader
Insung Information 033230+21.2%3,259★
Carelabs 263700+14.0%4,720
JLK 322510+10.1%20,158
BITComputer 032850+9.3%6,000
GC MediAI 032620+7.3%4,825
ezCaretech 099750+5.4%9,213
Macrogen 038290+3.6%21,350
Softcen 032680+2.6%2,955
INFINITT Healthcare 071200+2.4%5,645
NanoenTek 039860+1.4%3,550

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

StockChangeCloseLeader
Seegene 096530+12.6%24,100
Sugentech 253840+11.8%6,750★
Access Bio 950130+10.1%8,110
Genematrix 109820+6.8%2,900
SD Biosensor 137310+6.1%12,050
GC Medical Science 142280+5.2%4,140
Korea Pharma 032300+4.3%20,400
Medicox 054180+4.1%20,340
Osangjaiel 053980+3.8%5,080

4. Defense & War (recurred after 2 days)

StockChangeCloseLeader
Hanwha Aerospace 012450+8.0%138,537
S Connect 096630+7.9%11,600
SNT Dynamics 003570+7.7%15,860★
Welcron 065950+7.6%3,415
Hyundai-Rotem 064350+5.7%28,050
Genohco 361390+4.0%17,630
i3system 214430+3.8%34,400
Korea Aerospace Industries 047810+3.3%47,900
Poongsan 103140+3.1%36,800

5. Games (recurred after 2 days)

StockChangeCloseLeader
Wemade 112040+11.8%59,900
Dragonfly GF 030350+8.0%4,306
Wemade Max 101730+7.6%13,070★
Sonokong 066910+5.3%11,125
Neowiz Holdings 042420+4.0%24,600
Neowiz 095660+3.8%27,600
Com2us 078340+2.3%50,600
Krafton 259960+2.1%217,500
Skonec Entertainment 276040+1.7%5,970

6. STO (Security-Type Token Issuance) (recurred after 2 days)

StockChangeCloseLeader
GalaxiaMoneytree 094480+16.9%9,110★
SeoulAuction 063170+8.6%14,040
Itcenglobal 124500+8.0%4,645
K Auction 102370+7.0%5,070
Woori Technology Investment 041190+3.2%5,720
B.U Technology 230980+2.1%342
Aton 158430+1.5%4,120
Korea Information Certificate Authority 053300+1.4%4,760
SK Securities 001510+0.5%1,255
Hana Financial Group 086790+0.5%41,850

7. Pharma (recurred after 4 days)

StockChangeCloseLeader
Green Lifescience 114450+6.7%2,375
Kukje Pharma 002720+5.9%5,910★
Sam Chun Dang Pharm 000250+4.3%74,300
Korea Pharma 032300+4.3%20,400
Union Korea Pharm 080720+4.1%4,540
Sinsin Pharmaceutical 002800+3.4%6,310
Enzychem Lifesciences 183490+3.2%1,591
Hanall Biopharma 009420+3.1%35,200
RPbio 314140+3.0%8,870
Daewoong Pharma 069620+2.4%107,400

8. Masks (recurred after 4 days)

StockChangeCloseLeader
Welcron 065950+7.6%3,415
Kukje Pharma 002720+5.9%5,910
GC Medical Science 142280+5.2%4,140
Agabang&company 013990+3.1%3,965
KPM Tech 042040+3.0%33,324
Monalisa 012690+1.9%2,700
Incon 083640+1.7%3,050
KM 083550+1.5%4,520
Lemon 294140+1.3%5,217★
Medience 014100+1.2%3,065

Closing Thoughts

Each theme returned after a gap and is on a 1-day streak. Medical Devices had been absent for 21 days and Digital Health & Telehealth for 10 days. The next test is whether the streaks extend.

Several names span themes. JLK and GC MediAI sit in both Medical Devices and Digital Health & Telehealth. Kukje Pharma appears in both Pharma and Masks.

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