Dec 7: 5 Strong Themes — Cancer Immunotherapy, Pharma

December 7, 2023 · #Cancer Immunotherapy #Pharma #GLP-1 & Obesity Drugs #Airlines & Low-Cost Carriers #Battery (Solid-State)

5 strong themes — 1 running · 4 recurred. Top: Cancer Immunotherapy +10.7%.

Strong themes5 Top change+10.7% LeaderPharmAbcine

Average change by strong theme

Average change of member stocks, by theme · descending
Cancer Immunotherapy
+10.7%
Pharma
+9.2%
GLP-1 & Obesity Drugs
+5.8%
Airlines & Low-Cost Carriers
+3.2%
Battery (Solid-State)
+2.6%

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
Cancer ImmunotherapyPharmAbcine+29.95%-
PharmaYuyu Pharma+24.33%
GLP-1 & Obesity DrugsNibec+29.76%
Airlines & Low-Cost CarriersAsiana Airlines+4.21%
Battery (Solid-State)Hannong Chemicals+8.81%

Healthcare names dominated the 2023-12-07 session. Cancer Immunotherapy led with an average change of 10.69%, and all 10 of its stocks closed higher.

PharmAbcine and Y-Biologics each rose 29.95%. Pharma kept a streak of 5 with an average change of 9.17%, led by Yuyu Pharma at 24.33%.

GLP-1 & Obesity Drugs resurfaced after 14 days away, with an average change of 5.85%. Nibec led at 29.76%, and Dong-a ST appeared in all three healthcare themes at 7.6%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Cancer Immunotherapyrecurred after 9 days+10.7%10/10PharmAbcine
2Pharma5 days running+9.2%9/9Yuyu Pharma
3GLP-1 & Obesity Drugsrecurred after 14 days+5.8%10/10Nibec
4Airlines & Low-Cost Carriersrecurred after 29 days+3.2%7/7Asiana Airlines
5Battery (Solid-State)recurred after 7 days+2.6%10/10Hannong Chemicals

Theme by Theme

1. Cancer Immunotherapy (recurred after 9 days)

StockChangeCloseLeader
PharmAbcine 208340+29.9%1,588★
Y-Biologics 338840+29.9%18,180
Helixmith 084990+18.8%6,440
Dong-a ST 170900+7.6%58,458
TiumBio 321550+6.2%7,660
Genexine 095700+3.4%9,760
NKGen Biotech Korea 182400+3.1%13,180
Eutilex 263050+3.1%2,805
Hanall Biopharma 009420+2.7%34,550
Yuhan 000100+2.0%62,688

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2. Pharma (5 days running)

StockChangeCloseLeader
Yuyu Pharma 000220+24.3%7,000★
Green Lifescience 114450+18.8%2,750
Dong-a ST 170900+7.6%58,458
Dong-A Pharmaceutical 000640+6.4%94,345
Myungmoon Pharm 017180+5.8%2,450
Sinsin Pharmaceutical 002800+5.6%6,740
Hanmi Pharm 128940+5.3%321,320
Kukjeon 307750+5.0%6,260
HK inno.N 195940+3.7%41,050

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3. GLP-1 & Obesity Drugs (recurred after 14 days)

StockChangeCloseLeader
Nibec 138610+29.8%21,450★
Dong-a ST 170900+7.6%58,458
Hanmi Pharm 128940+5.3%321,320
Peptron 087010+3.5%36,099
OliX Pharmaceuticals 226950+3.0%13,660
Daewoong Pharma 069620+2.1%109,700
Yuhan 000100+2.0%62,688
Dae Hwa Pharm 067080+1.9%9,170
Chong Kun Dang Pharmaceutical 185750+1.8%117,056
Raphas 214260+1.5%19,050

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4. Airlines & Low-Cost Carriers (recurred after 29 days)

StockChangeCloseLeader
Air Busan 298690+6.2%2,985
Asiana Airlines 020560+4.2%10,880★
Tway Holdings Incorporation 004870+3.7%472
Jin Air 272450+3.3%12,040
Jejuair 089590+2.9%11,240
Hanjinkal 180640+1.1%53,600
Korean Air Lines 003490+1.1%22,550

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5. Battery (Solid-State) (recurred after 7 days)

StockChangeCloseLeader
Hannong Chemicals 011500+8.8%15,680★
Chunbo 278280+5.2%130,000
SK ie technology 361610+3.2%86,000
Lemon 294140+2.9%5,522
Samsung SDI 006400+2.3%434,201
DaejooElectronicMaterials 078600+1.1%83,900
Dongwha Enterprise 025900+0.8%26,355
Tapex 055490+0.7%28,400
LG Energy Solution 373220+0.5%426,500
SFA Nexel 222080+0.3%11,410

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Closing Thoughts

Airlines & Low-Cost Carriers returned after 29 days with an average change of 3.23%, as headlines cited falling oil prices. Air Busan posted the group’s largest gain at 6.23%.

Battery (Solid-State) also returned, at an average change of 2.58%, led by Hannong Chemicals at 8.81%. The next session shows whether Pharma extends its streak of 5.