Feb 16: 8 Strong Themes — Telemedicine, Battery
8 strong themes — 3 running · 5 recurred. Top: Telemedicine +15.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Telemedicine | Carelabs | +29.93% | |
| Battery | TCC Steel | +15.87% | |
| EV | iA | +20.05% | |
| Medical AI | Insung Information | +29.85% | |
| Petrochemicals | Korea Petro Chemical Ind | +10.63% | |
| Toss | E-world | +13.97% | |
| ChatGPT & AI Chatbots | Selvas AI | +3.15% | |
| Securities Brokers | Samsung Securities | +7.99% |
Telemedicine led the Feb 16 session with an average change of 15.34%, all 9 stocks rising. Carelabs topped the group at 29.93%, with Insung Information close behind at 29.85%.
Battery extended its streak to 3 days at an average change of 9.73%, led by TCC Steel at 15.87%. News headlines tied the move to a rally in Tesla shares.
EV posted a 6-day streak with an average change of 9.4%, all 10 stocks higher. iA led at 20.05%, while Hyundai Motor and Samsung SDI gained 5.21% and 4.79%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Telemedicine | 2 days running | +15.3% | 9/9 | Carelabs |
| 2 | Battery | 3 days running | +9.7% | 10/10 | TCC Steel |
| 3 | EV | 6 days running | +9.4% | 10/10 | iA |
| 4 | Medical AI | recurred after 24 days | +8.5% | 8/8 | Insung Information |
| 5 | Petrochemicals | recurred after 22 days | +5.2% | 9/9 | Korea Petro Chemical Ind |
| 6 | Toss | recurred after 37 days | +5.2% | 4/4 | E-world |
| 7 | ChatGPT & AI Chatbots | recurred after 21 days | +4.5% | 8/8 | Selvas AI |
| 8 | Securities Brokers | recurred after 9 days | +4.3% | 10/10 | Samsung Securities |
Theme by Theme
1. Telemedicine (2 days running)
- Episode: started 2024-02-15, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Carelabs 263700 | +29.9% | 5,730 | ★ |
Insung Information 033230 | +29.9% | 5,090 | |
GC MediAI 032620 | +23.3% | 6,200 | |
BITComputer 032850 | +14.0% | 8,380 | |
ezCaretech 099750 | +10.7% | 20,550 | |
Bluemtec 439580 | +8.8% | 20,250 | |
Tomatosystem 393210 | +8.8% | 4,470 | |
INFINITT Healthcare 071200 | +7.9% | 5,850 | |
NanoenTek 039860 | +4.8% | 3,595 |
2. Battery (3 days running)
- Episode: started 2024-02-14, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
TCC Steel 002710 | +15.9% | 65,700 | ★ |
Youlchon Chemical 008730 | +12.6% | 45,250 | |
Wooshin Systems 017370 | +11.9% | 10,000 | |
Chemtros 220260 | +11.1% | 8,040 | |
Korea Petro Chemical Ind 006650 | +10.6% | 150,900 | |
Top Material 360070 | +8.7% | 71,000 | |
Dongwon Systems 014820 | +7.3% | 34,700 | |
Yujin Technology 240600 | +6.7% | 11,760 | |
Sama Aluminium 006110 | +6.4% | 99,500 | |
Cosmo Advanced Materials & Technology 005070 | +6.2% | 175,800 |
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3. EV (6 days running)
- Episode: started 2024-02-07, day 10
| Stock | Change | Close | Leader |
|---|---|---|---|
iA 038880 | +20.1% | 521 | ★ |
Samwha Electronics 011230 | +14.8% | 4,910 | |
Neooto 212560 | +12.7% | 10,640 | |
Wooshin Systems 017370 | +11.9% | 10,000 | |
Woory Industrial 215360 | +7.8% | 15,380 | |
Cosmo Advanced Materials & Technology 005070 | +6.2% | 175,800 | |
Solus Advanced Materials 336370 | +6.2% | 12,080 | |
Hyundai Motor 005380 | +5.2% | 252,500 | |
Samsung SDI 006400 | +4.8% | 404,500 | |
Hyundai Industrial 170030 | +4.3% | 8,030 |
4. Medical AI (recurred after 24 days)
- Episode: started 2024-02-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Insung Information 033230 | +29.9% | 5,090 | ★ |
ezCaretech 099750 | +10.7% | 20,550 | |
Tomatosystem 393210 | +8.8% | 4,470 | |
Lunit 328130 | +5.7% | 61,700 | |
Pharos iBio 388870 | +3.7% | 13,600 | |
SELVAS Healthcare 208370 | +3.4% | 6,640 | |
Selvas AI 108860 | +3.1% | 19,640 | |
Cellumed 049180 | +3.1% | 2,135 |
5. Petrochemicals (recurred after 22 days)
- Episode: started 2024-02-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Petro Chemical Ind 006650 | +10.6% | 150,900 | ★ |
Taekwang Industrial 003240 | +7.1% | 893,000 | |
SK Chemicals 285130 | +6.0% | 70,100 | |
Hyosung Chemical 298000 | +4.9% | 74,500 | |
Lotte Chemical 011170 | +4.6% | 137,300 | |
LG Chem 051910 | +4.2% | 504,000 | |
Hanwha Solutions 009830 | +4.2% | 33,600 | |
SK Innovation 096770 | +3.9% | 127,100 | |
Green Chemical 083420 | +1.5% | 7,300 |
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6. Toss (recurred after 37 days)
- Episode: started 2024-02-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
E-world 084680 | +14.0% | 2,325 | ★ |
Hana Financial Group 086790 | +5.1% | 55,700 | |
Korea Electronic Certification Authority 041460 | +1.1% | 4,680 | |
DaishinInformation 020180 | +0.5% | 1,121 |
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7. ChatGPT & AI Chatbots (recurred after 21 days)
- Episode: started 2024-02-16, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Hancom 030520 | +15.2% | 30,300 | |
Samsung SDS 018260 | +4.9% | 157,600 | |
Global Tax Free 204620 | +4.0% | 4,650 | |
Polaris Office 041020 | +3.6% | 6,990 | |
Selvas AI 108860 | +3.1% | 19,640 | ★ |
BRIDGETECCorp 064480 | +2.7% | 8,300 | |
Flitto 300080 | +1.2% | 36,650 | |
Maum.ai 377480 | +1.1% | 28,000 |
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8. Securities Brokers (recurred after 9 days)
- Episode: started 2024-02-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Securities 016360 | +8.0% | 41,200 | ★ |
Mirae Asset Securities 006800 | +6.7% | 8,950 | |
Eugene Investment & Securities 001200 | +6.5% | 3,855 | |
Korea Investment Holdings 071050 | +6.3% | 69,600 | |
Kyobo Securities 030610 | +3.0% | 5,410 | |
KIWOOM Securities 039490 | +3.0% | 119,300 | |
Bookook Securities 001270 | +2.7% | 24,750 | |
NH Investment & Securities 005940 | +2.2% | 11,580 | |
Yuanta Securities Korea 003470 | +2.2% | 2,830 | |
Hyundai Motor Securities 001500 | +2.0% | 9,480 |
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Closing Thoughts
Medical AI returned after a 24-day gap with an average change of 8.54%, led by Insung Information. Telemedicine’s episode extends to 2024-02-19, so the overlap bears watching.
Other returning themes include Toss, where E-world rose 13.97%, and Securities Brokers at an average change of 4.26%. Whether these one-day episodes extend is the open question.