Aug 16: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mpox
8 strong themes — 3 running · 5 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +20.0%.
Strong themes8
Top change+20.0%
LeaderPharmicell
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | Pharmicell | +29.89% | |
| Mpox | Pharmicell | +29.89% | |
| Pfizer | Pharmicell | +29.89% | |
| Beauty & Cosmetics | Hankook Cosmetics Manufacturing | +20.34% | |
| Masks | GC Medical Science | +25.00% | |
| Semiconductor Equipment | Green Resource | +12.70% | |
| HBM (High Bandwidth Memory) | Techwing | +13.59% | |
| Auto Parts | GH Advanced Materials | +6.54% |
Health-related themes dominated the 2024-08-16 session. COVID (Diagnostics, Treatments, Vaccines) led with an average change of 20.02%, and all 9 of its stocks rose.
Mpox came back after an 8-day gap with an average change of 19.96%. Pharmicell led both themes, closing up 29.89%.
Beauty & Cosmetics posted an average change of 13.64%, with all 10 stocks higher, after news of a Berkshire investment in Ulta Beauty. Hankook Cosmetics Manufacturing led, up 20.34%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Diagnostics, Treatments, Vaccines) | 2 days running | +20.0% | 9/9 | Pharmicell |
| 2 | Mpox | recurred after 8 days | +20.0% | 9/9 | Pharmicell |
| 3 | Pfizer | 2 days running | +14.2% | 4/4 | Pharmicell |
| 4 | Beauty & Cosmetics | recurred after 18 days | +13.6% | 10/10 | Hankook Cosmetics Manufacturing |
| 5 | Masks | recurred after 8 days | +12.3% | 10/10 | GC Medical Science |
| 6 | Semiconductor Equipment | 2 days running | +9.0% | 10/10 | Green Resource |
| 7 | HBM (High Bandwidth Memory) | recurred after 3 days | +7.5% | 10/10 | Techwing |
| 8 | Auto Parts | recurred after 4 days | +6.8% | 9/9 | GH Advanced Materials |
Theme by Theme
1. COVID (Diagnostics, Treatments, Vaccines) (2 days running)
- Episode: started 2024-08-14, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Kbio Labs 038530 | +29.9% | 369 | |
Pharmicell 005690 | +29.9% | 7,040 | ★ |
BioNote 377740 | +25.2% | 5,670 | |
GC Medical Science 142280 | +25.0% | 6,350 | |
Genolution 225220 | +22.5% | 4,305 | |
PCL 241820 | +14.2% | 2,025 | |
Osangjaiel 053980 | +13.9% | 5,210 | |
Genematrix 109820 | +10.0% | 4,610 | |
Precision Biosensor 335810 | +9.6% | 4,385 |
2. Mpox (recurred after 8 days)
- Episode: started 2024-08-16, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Pharmicell 005690 | +29.9% | 7,040 | ★ |
Kespion 079190 | +29.9% | 774 | |
BioNote 377740 | +25.2% | 5,670 | |
GC Medical Science 142280 | +25.0% | 6,350 | |
Genolution 225220 | +22.5% | 4,305 | |
Billions 044480 | +16.7% | 826 | |
Osangjaiel 053980 | +13.9% | 5,210 | |
Genematrix 109820 | +10.0% | 4,610 | |
PharmGen Science 004720 | +6.6% | 5,940 |
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3. Pfizer (2 days running)
- Episode: started 2024-08-14, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Pharmicell 005690 | +29.9% | 7,040 | ★ |
Green Lifescience 114450 | +16.6% | 4,170 | |
Yuhan 000100 | +7.9% | 95,200 | |
DaehanPharmaceutical 023910 | +2.4% | 27,250 |
4. Beauty & Cosmetics (recurred after 18 days)
- Episode: started 2024-08-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pharmicell 005690 | +29.9% | 7,040 | |
Olipass 244460 | +23.9% | 746 | |
Hankook Cosmetics Manufacturing 003350 | +20.3% | 70,400 | ★ |
Osangjaiel 053980 | +13.9% | 5,210 | |
Silicon 2 257720 | +11.9% | 45,200 | |
Tonymoly 214420 | +8.0% | 9,360 | |
Hankook Cosmetics 123690 | +7.6% | 7,900 | |
Manyo Factory 439090 | +7.4% | 24,000 | |
Cosmecca Korea 241710 | +6.9% | 79,000 | |
VT 018290 | +6.6% | 32,300 |
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5. Masks (recurred after 8 days)
- Episode: started 2024-08-16, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Welcron 065950 | +25.6% | 3,210 | |
GC Medical Science 142280 | +25.0% | 6,350 | ★ |
Monalisa 012690 | +21.3% | 3,960 | |
KleanNara 004540 | +12.9% | 2,630 | |
KM 083550 | +12.0% | 5,270 | |
Vivien 002070 | +9.6% | 888 | |
Clean & Science 045520 | +5.3% | 6,000 | |
Kukje Pharma 002720 | +4.5% | 6,980 | |
Il Dong Pharmaceutical 249420 | +3.5% | 16,420 | |
Incon 083640 | +3.3% | 376 |
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6. Semiconductor Equipment (2 days running)
- Episode: started 2024-08-14, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Techwing 089030 | +13.6% | 48,900 | |
Green Resource 402490 | +12.7% | 20,500 | ★ |
Systems Technology 039440 | +9.1% | 27,500 | |
Rorze Systems 071280 | +8.7% | 13,570 | |
Kctech 281820 | +8.5% | 39,450 | |
HANMI Semiconductor 042700 | +7.8% | 127,700 | |
Xavis 254120 | +7.6% | 2,185 | |
EugeneTechnology 084370 | +7.5% | 51,600 | |
EO Technics 039030 | +7.4% | 174,800 | |
Dit 110990 | +6.7% | 18,370 |
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7. HBM (High Bandwidth Memory) (recurred after 3 days)
- Episode: started 2024-08-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Techwing 089030 | +13.6% | 48,900 | ★ |
Systems Technology 039440 | +9.1% | 27,500 | |
Kctech 281820 | +8.5% | 39,450 | |
HANMI Semiconductor 042700 | +7.8% | 127,700 | |
EO Technics 039030 | +7.4% | 174,800 | |
SK hynix 000660 | +7.0% | 199,700 | |
Dit 110990 | +6.7% | 18,370 | |
Quality Reliability Technology 405100 | +5.7% | 14,940 | |
Di 003160 | +5.1% | 16,630 | |
YC 232140 | +4.6% | 16,690 |
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8. Auto Parts (recurred after 4 days)
- Episode: started 2024-08-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Neooto 212560 | +8.6% | 9,110 | |
Ewon Comfortech 088290 | +7.9% | 1,581 | |
DH Autolead 290120 | +7.5% | 2,935 | |
Intops 049070 | +7.2% | 23,000 | |
GH Advanced Materials 130500 | +6.5% | 3,745 | ★ |
Younghwa Tech 265560 | +6.3% | 7,800 | |
TPC 130740 | +6.1% | 2,060 | |
Sungchang Autotech 080470 | +6.1% | 3,920 | |
KBI Metal 024840 | +5.4% | 3,230 |
Closing Thoughts
Semiconductor Equipment rose for a second straight day, with an average change of 8.96%. HBM (High Bandwidth Memory) followed at 7.54%, led by Techwing.
The next question is whether the health rally keeps going. Masks posted an average change of 12.3%, and news tied GC Medical Science’s gain to rising COVID-19 cases.