Dec 5: 5 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Pharma

December 5, 2023 · #COVID (Diagnostics, Treatments, Vaccines) #Pharma #Diesel Exhaust Fluid (Urea) #Quantum Cryptography #STO (Security-Type Token Issuance)

5 strong themes — 4 running · 1 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +19.5%.

Strong themes5 Top change+19.5% LeaderAccess Bio

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+19.5%
Pharma
+13.3%
Diesel Exhaust Fluid (Urea)
+7.8%
Quantum Cryptography
+5.7%
STO (Security-Type Token Issuance)
+2.8%

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
COVID (Diagnostics, Treatments, Vaccines)Access Bio+26.23%
PharmaKorea Pharma+29.96%
Diesel Exhaust Fluid (Urea)Union+13.84%
Quantum CryptographyAxgate+15.94%
STO (Security-Type Token Issuance)GalaxiaMoneytree+4.23%

Healthcare names dominated Dec 5, led by COVID (Diagnostics, Treatments, Vaccines) at an average change of 19.53%. All 10 stocks in the theme rose.

Pharma followed at 13.34%, with leader Korea Pharma up 29.96% and Kyung Nam Pharm up 29.94%. Both themes are on a 3-day streak.

Diesel Exhaust Fluid (Urea) posted an average change of 7.79%, led by Union at 13.84%. Quantum Cryptography returned after a 41-day gap, with Axgate up 15.94%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Diagnostics, Treatments, Vaccines)3 days running+19.5%10/10Access Bio
2Pharma3 days running+13.3%10/10Korea Pharma
3Diesel Exhaust Fluid (Urea)2 days running+7.8%4/4Union
4Quantum Cryptographyrecurred after 41 days+5.7%4/4Axgate
5STO (Security-Type Token Issuance)3 days running+2.8%8/8GalaxiaMoneytree

Theme by Theme

1. COVID (Diagnostics, Treatments, Vaccines) (3 days running)

StockChangeCloseLeader
Korea Pharma 032300+30.0%25,850
GC Medical Science 142280+29.9%5,260
Access Bio 950130+26.2%10,086★
Genematrix 109820+22.5%3,925
Sugentech 253840+22.0%10,700
iNtRON Biotechnology 048530+16.6%9,700
EuBiologics 206650+15.3%10,390
Seegene 096530+12.2%26,250
SD Biosensor 137310+10.4%13,250
Jeil Pharmaceutical 271980+10.3%18,250

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2. Pharma (3 days running)

StockChangeCloseLeader
Korea Pharma 032300+30.0%25,850★
Kyung Nam Pharm 053950+29.9%6,445
Hwail Pharm 061250+11.9%22,300
Withus Pharmaceutical 330350+11.4%12,410
Kwangdong Pharmaceutical 009290+10.8%7,910
Jeil Pharmaceutical 271980+10.3%18,250
Shinpoong Pharmaceutical 019170+8.6%13,870
Myungmoon Pharm 017180+8.1%2,330
PharmGen Science 004720+6.3%6,550
Seoul Pharma 018680+6.1%3,975

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3. Diesel Exhaust Fluid (Urea) (2 days running)

StockChangeCloseLeader
Union 000910+13.8%6,170★
KG Chemical 001390+9.1%7,930
Union Materials 047400+7.8%2,980
TKG Huchems 069260+0.5%21,550

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4. Quantum Cryptography (recurred after 41 days)

StockChangeCloseLeader
Axgate 356680+15.9%5,890★
Wooriro 046970+3.9%1,790
Coweaver 056360+1.9%6,070
KT 030200+1.0%33,950

5. STO (Security-Type Token Issuance) (3 days running)

StockChangeCloseLeader
Iteyes 372800+6.0%7,710
Galaxia SM 011420+4.3%3,640
GalaxiaMoneytree 094480+4.2%11,830★
Finger 163730+3.8%16,160
NH Investment & Securities 005940+1.5%10,450
Aton 158430+1.1%4,800
KIWOOM Securities 039490+1.0%92,500
Korea Investment Holdings 071050+0.5%59,900

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Closing Thoughts

Access Bio led the COVID-19 names on news that its test can check mycoplasma pneumonia for antibiotic-resistance mutations. The next question is whether both health themes extend their 3-day streaks.

STO (Security-Type Token Issuance) also reached a 3-day streak, though with an average change of only 2.79%. Urea names rose on supply worries over imports from China.