Sep 20: 8 Strong Themes — Pharma, 5G

September 20, 2024 · #Pharma #5G #Telecom Equipment #Defense & War #Cancer Immunotherapy #Electric Cables #GLP-1 & Obesity Drugs #Semiconductor Equipment

8 strong themes — 4 running · 4 recurred. Top: Pharma +11.3%.

Strong themes8 Top change+11.3% LeaderJW Shinyak

Average change by strong theme

Average change of member stocks, by theme · descending
Pharma
+11.3%
5G
+9.4%
Telecom Equipment
+8.4%
Defense & War
+7.9%
Cancer Immunotherapy
+6.5%
Electric Cables
+6.1%
GLP-1 & Obesity Drugs
+4.8%
Semiconductor Equipment
+4.2%

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
PharmaJW Shinyak+24.53%
5GAce Technologies+21.86%
Telecom EquipmentAce Technologies+21.86%
Defense & WarAce Technologies+21.86%
Cancer ImmunotherapyYuhan+15.86%
Electric CablesKBI Metal+18.77%
GLP-1 & Obesity DrugsYuhan+15.86%
Semiconductor EquipmentGigalane+4.89%

Pharma topped the 2024-09-20 session with an average change of 11.33%, and all 10 of its stocks rose. JW Shinyak led the group at 24.53%.

5G returned after a 74-day gap with an average change of 9.44%. Telecom Equipment followed at 8.4%, and Ace Technologies, up 21.86%, led both themes.

Yuhan rose 15.86% and led both Cancer Immunotherapy and GLP-1 & Obesity Drugs. News on 2024-09-20 linked the jump to a raw material supply contract for an HIV treatment.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Pharma2 days running+11.3%10/10JW Shinyak
25Grecurred after 74 days+9.4%9/9Ace Technologies
3Telecom Equipmentrecurred after 74 days+8.4%10/10Ace Technologies
4Defense & War2 days running+7.9%10/10Ace Technologies
5Cancer Immunotherapy2 days running+6.5%10/10Yuhan
6Electric Cables2 days running+6.1%6/6KBI Metal
7GLP-1 & Obesity Drugsrecurred after 9 days+4.8%10/10Yuhan
8Semiconductor Equipmentrecurred after 8 days+4.2%10/10Gigalane

Theme by Theme

1. Pharma (2 days running)

StockChangeCloseLeader
JW Shinyak 067290+24.5%2,000★
GC WellBeing 234690+19.6%12,830
Yuhan 000100+15.9%145,400
Boryung 003850+14.9%12,290
Union Korea Pharm 080720+10.6%2,810
ST Pharm 237690+6.8%117,000
Samil Pharmaceutical 000520+6.3%14,780
JW Pharmaceutical 001060+5.1%28,750
GL Pharm Tech 204840+5.0%1,125
RPbio 314140+4.5%6,440

2. 5G (recurred after 74 days)

StockChangeCloseLeader
Davolink 340360+24.5%2,640
Ace Technologies 088800+21.9%892★
Opasnet 173130+10.3%6,770
Frtek 073540+7.0%1,284
Isupetasys 007660+5.0%37,550
Gigalane 049080+4.9%729
Lightron Fiber-optic Devices 069540+4.0%1,310
WaveElectronics 095270+4.0%4,720
HFR 230240+3.5%8,390

3. Telecom Equipment (recurred after 74 days)

StockChangeCloseLeader
Davolink 340360+24.5%2,640
Ace Technologies 088800+21.9%892★
Frtek 073540+7.0%1,284
Intellian Technologies 189300+5.4%52,900
Mercury 100590+5.2%3,470
Gigalane 049080+4.9%729
Lightron Fiber-optic Devices 069540+4.0%1,310
WaveElectronics 095270+4.0%4,720
Asia Pacific Satellite lnc 211270+3.8%10,580
HFR 230240+3.5%8,390

4. Defense & War (2 days running)

StockChangeCloseLeader
Ace Technologies 088800+21.9%892★
SNT Dynamics 003570+19.2%25,750
Speco 013810+7.9%3,775
Huneed Technologies 005870+4.6%7,670
Genohco 361390+4.6%12,920
Vitzro Tech 042370+4.6%7,260
Poongsan 103140+4.1%55,800
Hyundai-Rotem 064350+4.1%56,100
COTS Technology 448710+4.0%18,860
WaveElectronics 095270+4.0%4,720

5. Cancer Immunotherapy (2 days running)

StockChangeCloseLeader
Yuhan 000100+15.9%145,400★
AbClon 174900+14.5%16,100
The Codi 224060+5.6%4,925
OSCOTECInc 039200+5.2%37,600
ABL Bio 298380+4.8%33,000
ViGenCell 308080+4.6%3,855
TiumBio 321550+3.9%6,330
Stcube 052020+3.8%5,690
GI Innovation 358570+3.6%13,190
NeoImmuneTech 950220+3.4%1,665

Related news

6. Electric Cables (2 days running)

StockChangeCloseLeader
KBI Metal 024840+18.8%3,195★
Gaon Cable 000500+6.0%34,550
Iljin Electric 103590+4.0%21,950
Dawon Cable 006340+3.7%2,950
Taihan Cable & Solution 001440+2.5%11,700
LS Eco Energy 229640+1.6%25,550

7. GLP-1 & Obesity Drugs (recurred after 9 days)

StockChangeCloseLeader
Yuhan 000100+15.9%145,400★
D&D Pharmatech 347850+6.8%39,300
Bluemtec 439580+6.7%25,450
Peptron 087010+3.6%53,900
Dae Hwa Pharm 067080+3.1%10,640
Handok 002390+2.8%14,480
Raphas 214260+2.6%21,850
KoBioLabs 348150+2.5%6,600
Nibec 138610+2.2%17,260
HLB Pharmaceutical 047920+2.2%27,650

Related news

8. Semiconductor Equipment (recurred after 8 days)

StockChangeCloseLeader
JNB 452160+6.4%6,620
The Codi 224060+5.6%4,925
Pemtron 168360+5.1%3,395
Gigalane 049080+4.9%729★
HANMI Semiconductor 042700+4.3%100,300
Top Engineering 065130+3.7%4,180
Auros Technology 322310+3.5%16,300
Withtech 348350+2.9%8,600
HPSP 403870+2.7%28,450
Jusung Engineering 036930+2.7%24,750

Closing Thoughts

Pharma, Defense & War, Cancer Immunotherapy and Electric Cables have now risen 2 days in a row. The next question is whether they rise for a third session.

5G and Telecom Equipment came back after 74 days without a strong session. Semiconductor Equipment returned after an 8-day gap but had a smaller average change of 4.17%.