Mar 20: 8 Strong Themes — Beauty & Cosmetics, Pharma

March 20, 2024 · #Beauty & Cosmetics #Pharma #Vaccines, Diagnostics & Epidemic Control #Semiconductor Equipment #Semiconductor Materials & Components #HBM (High Bandwidth Memory) #Holding Companies #Autonomous Driving

8 strong themes — 8 recurred. Top: Beauty & Cosmetics +15.4%.

Strong themes8 Top change+15.4% LeaderKukje Pharma

Average change by strong theme

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+15.4%
Pharma
+15.1%
Vaccines, Diagnostics & Epidemic Control
+13.3%
Semiconductor Equipment
+11.4%
Semiconductor Materials & Components
+6.7%
HBM (High Bandwidth Memory)
+6.0%
Holding Companies
+5.7%
Autonomous Driving
+5.4%

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
Beauty & CosmeticsKukje Pharma+29.92%
PharmaKyung Nam Pharm+29.98%
Vaccines, Diagnostics & Epidemic ControlSugentech+29.93%
Semiconductor EquipmentExicon+16.92%
Semiconductor Materials & ComponentsDNFCo+7.06%
HBM (High Bandwidth Memory)Wot+11.09%
Holding CompaniesSingsongholdings+23.62%
Autonomous DrivingA-Tech Solution+3.90%

On 2024-03-20, health-related themes led the session. Beauty & Cosmetics posted an average change of 15.38%, with all 7 of its stocks rising and Kukje Pharma leading.

Pharma followed at 15.1%, led by Kyung Nam Pharm at 29.98%. Vaccines, Diagnostics & Epidemic Control averaged 13.3%, with Sugentech up 29.93%.

Chip names also rallied. Semiconductor Equipment averaged 11.45%, led by Exicon at 16.92%. In HBM (High Bandwidth Memory), Samsung Electronics rose 5.63%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Beauty & Cosmeticsrecurred after 57 days+15.4%7/7Kukje Pharma
2Pharmarecurred after 2 days+15.1%9/9Kyung Nam Pharm
3Vaccines, Diagnostics & Epidemic Controlrecurred after 133 days+13.3%9/9Sugentech
4Semiconductor Equipmentrecurred after 2 days+11.4%9/9Exicon
5Semiconductor Materials & Componentsrecurred after 2 days+6.7%10/10DNFCo
6HBM (High Bandwidth Memory)recurred after 2 days+6.0%10/10Wot
7Holding Companiesrecurred after 16 days+5.7%10/10Singsongholdings
8Autonomous Drivingrecurred after 36 days+5.4%10/10A-Tech Solution

Theme by Theme

1. Beauty & Cosmetics (recurred after 57 days)

StockChangeCloseLeader
Kukje Pharma 002720+29.9%5,970★
Olipass 244460+29.8%557
Icure Pharmaceutical Incorporation 175250+13.8%2,100
Silicon 2 257720+11.4%10,750
Hyundai Bioscience 048410+8.9%21,000
Cosnine 082660+8.6%292
Cosmax 192820+5.3%112,000

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2. Pharma (recurred after 2 days)

StockChangeCloseLeader
Kyung Nam Pharm 053950+30.0%1,565★
Kukje Pharma 002720+29.9%5,970
Kwangdong Pharmaceutical 009290+14.8%8,000
Withus Pharmaceutical 330350+13.9%9,530
Icure Pharmaceutical Incorporation 175250+13.8%2,100
Myungmoon Pharm 017180+11.4%2,340
Shinpoong Pharmaceutical 019170+8.1%12,770
Kyongbo Pharmaceutical 214390+7.6%7,400
JW Shinyak 067290+6.4%2,125

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3. Vaccines, Diagnostics & Epidemic Control (recurred after 133 days)

StockChangeCloseLeader
Sugentech 253840+29.9%7,900★
Genematrix 109820+23.9%3,010
Kwangdong Pharmaceutical 009290+14.8%8,000
Boditech Med 206640+13.5%15,600
Access Bio 950130+10.7%8,080
Shinpoong Pharmaceutical 019170+8.1%12,770
EyeGene 185490+6.9%3,265
Seegene 096530+6.4%25,850
LabGenomics 084650+5.6%3,320

4. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
Exicon 092870+16.9%30,750★
RS Automation 140670+14.5%22,200
Gigalane 049080+13.3%965
PSK Holdings 031980+11.9%45,500
Wot 396470+11.1%10,620
Tfe 425420+10.5%43,100
Wonik IPS 240810+8.9%37,400
Zeus 079370+8.5%20,350
LOTVacuum 083310+7.5%23,000

5. Semiconductor Materials & Components (recurred after 2 days)

StockChangeCloseLeader
Semcns 252990+8.4%7,070
WONIK Materials 104830+8.2%35,500
ENF Technology 102710+7.2%23,950
DNFCo 092070+7.1%22,000★
Soulbrain 357780+7.0%303,500
Haesung DS 195870+6.5%49,350
KnJ 272110+6.1%17,680
WONIK QnC 074600+6.0%30,750
Hanyang Digitech 078350+5.3%16,340
Dongjin Semichem 005290+5.2%41,150

6. HBM (High Bandwidth Memory) (recurred after 2 days)

StockChangeCloseLeader
PSK Holdings 031980+11.9%45,500
Wot 396470+11.1%10,620★
Zeus 079370+8.5%20,350
EO Technics 039030+6.0%192,100
Samsung Electronics 005930+5.6%76,900
Systems Technology 039440+4.9%36,550
Mirai Semiconductors 254490+3.7%21,250
Genesem 217190+3.0%14,330
Winpac 097800+2.6%1,191
KohYoungTechnology 098460+2.3%20,150

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7. Holding Companies (recurred after 16 days)

StockChangeCloseLeader
Singsongholdings 006880+23.6%10,940★
Easy Holdings 035810+4.4%3,080
Daewoong 003090+4.2%20,350
Samsung C&T 028260+4.1%156,200
Soulbrain Holdings 036830+3.9%60,800
Doosan Bobcat 241560+3.7%53,200
Wonik Holdings 030530+3.4%3,960
Korea Investment Holdings 071050+3.3%71,300
Jeil Pharma Holdings 002620+3.2%11,090
SeAH Steel Holdings 003030+3.1%234,500

8. Autonomous Driving (recurred after 36 days)

StockChangeCloseLeader
Unitrontech 142210+13.3%7,140
LiComm 388790+7.8%2,155
Korea Fuel-tech 123410+6.3%5,600
Samsung Electronics 005930+5.6%76,900
A-Tech Solution 071670+3.9%10,400★
Telechips 054450+3.9%29,450
Smart Radar System 424960+3.8%11,920
Furonteer 370090+3.4%24,500
Optrontec 082210+3.2%4,610
Hyundai Autoever 307950+2.9%145,900

Closing Thoughts

Beauty & Cosmetics came back after a gap of 57 days, and Vaccines, Diagnostics & Epidemic Control after 133 days. Pharma and the chip themes came back after just 2 days.

The data runs the three chip-theme episodes through 2024-03-21. Holding Companies rose too, led by Singsongholdings at 23.62%, but that episode is recorded for one day only.