Oct 23: 8 Strong Themes — Dementia, Semiconductor Equipment
8 strong themes — 8 recurred. Top: Dementia +11.0%.
Strong themes8
Top change+11.0%
LeaderShaperon
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 |
|---|---|---|---|
| Dementia | Shaperon | +18.50% | |
| Semiconductor Equipment | Pemtron | +14.06% | |
| Pharma | Icure Pharmaceutical Incorporation | +29.77% | |
| Battery | Pemtron | +14.06% | |
| GLP-1 & Obesity Drugs | Shaperon | +18.50% | |
| Semiconductor Materials & Components | Micro2nano | +6.76% | |
| EV | Samkee | +5.07% | |
| Undersea Tunnels & Underground Roads | TuksuConstruction | +18.07% |
Eight themes rallied on Oct 23, and every stock listed in each one closed higher. Dementia led with an average change of 11.02%, with all 10 of its stocks up.
Icure Pharmaceutical Incorporation was the top gainer at 29.77%, appearing in Dementia, Pharma and GLP-1 & Obesity Drugs. News tied the move to a Celltrion supply deal for Latin America.
Semiconductor Equipment followed at 8.84%, led by Pemtron at 14.06%. Undersea Tunnels & Underground Roads came back after a 267-day gap, with TuksuConstruction up 18.07%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Dementia | recurred after 8 days | +11.0% | 10/10 | Shaperon |
| 2 | Semiconductor Equipment | recurred after 9 days | +8.8% | 9/9 | Pemtron |
| 3 | Pharma | recurred after 5 days | +8.2% | 10/10 | Icure Pharmaceutical Incorporation |
| 4 | Battery | recurred after 7 days | +7.5% | 9/9 | Pemtron |
| 5 | GLP-1 & Obesity Drugs | recurred after 5 days | +6.9% | 9/9 | Shaperon |
| 6 | Semiconductor Materials & Components | recurred after 9 days | +6.5% | 10/10 | Micro2nano |
| 7 | EV | recurred after 7 days | +6.4% | 9/9 | Samkee |
| 8 | Undersea Tunnels & Underground Roads | recurred after 267 days | +6.1% | 6/6 | TuksuConstruction |
Theme by Theme
1. Dementia (recurred after 8 days)
- Episode: started 2024-10-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Icure Pharmaceutical Incorporation 175250 | +29.8% | 2,550 | |
Naturecell 007390 | +24.4% | 11,310 | |
Shaperon 378800 | +18.5% | 5,380 | ★ |
Korea Pharma 032300 | +10.7% | 22,200 | |
Sugentech 253840 | +6.6% | 6,130 | |
NGeneBio 354200 | +6.4% | 2,990 | |
Jin Yang Pharmaceutical 007370 | +5.4% | 5,860 | |
Voronoi 310210 | +3.1% | 114,800 | |
Peptron 087010 | +3.1% | 95,800 | |
SK Chemicals 285130 | +2.1% | 49,150 |
Related news
- [특징주]아이큐어, 셀트리온과 알츠하이머 치매 치료제 중남미 공급계약에 강세 — 이데일리 (Korean)
- “셀트리온이 중남미 패치형 치매약 시장 개척해준다”…아이큐어 급등 — 한국경제 (Korean)
2. Semiconductor Equipment (recurred after 9 days)
- Episode: started 2024-10-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pemtron 168360 | +14.1% | 7,950 | ★ |
Neosem 253590 | +11.8% | 11,300 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +9.6% | 7,200 | |
EO Technics 039030 | +8.1% | 172,300 | |
HPSP 403870 | +7.9% | 31,500 | |
Tse 131290 | +7.5% | 54,700 | |
UniTest 086390 | +7.0% | 10,110 | |
Techwing 089030 | +6.9% | 40,950 | |
Justem 417840 | +6.8% | 8,330 |
Related news
- [장중수급포착] 펨트론, 외국인/기관 동시 순매수… 주가 +11.62% — 뉴스핌 (Korean)
3. Pharma (recurred after 5 days)
- Episode: started 2024-10-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Icure Pharmaceutical Incorporation 175250 | +29.8% | 2,550 | ★ |
Prestige BioPharma 950210 | +18.7% | 16,950 | |
Korea Pharma 032300 | +10.7% | 22,200 | |
Jin Yang Pharmaceutical 007370 | +5.4% | 5,860 | |
Kolon Life Science 102940 | +4.2% | 19,490 | |
Prestige Biologics 334970 | +3.8% | 7,350 | |
Seoul Pharma 018680 | +3.2% | 4,040 | |
SK Bioscience 302440 | +2.5% | 57,800 | |
Hana Pharm 293480 | +2.1% | 11,100 | |
Shinpoong Pharmaceutical 019170 | +2.1% | 11,770 |
Related news
- [특징주]아이큐어, 셀트리온과 알츠하이머 치매 치료제 중남미 공급계약에 강세 — 이데일리 (Korean)
- [급등락주 짚어보기] 아이큐어, 셀트리온과 도네패질 패치 중남미 공급 계약에 上 — 이투데이 (Korean)
- “셀트리온이 중남미 패치형 치매약 시장 개척해준다”…아이큐어 급등 — 한국경제 (Korean)
4. Battery (recurred after 7 days)
- Episode: started 2024-10-23, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Pemtron 168360 | +14.1% | 7,950 | ★ |
Nara Mold And Die 051490 | +7.8% | 5,310 | |
Posco Future M 003670 | +7.3% | 235,500 | |
Eco&Dream 101360 | +7.2% | 39,400 | |
SFA Nexel 222080 | +7.1% | 8,630 | |
Lemon 294140 | +6.6% | 4,370 | |
DaejooElectronicMaterials 078600 | +6.4% | 104,900 | |
MKElectron 033160 | +5.7% | 8,600 | |
LG Energy Solution 373220 | +5.6% | 403,000 |
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- 美 대선 카운트다운…2차전지株, 트럼프 당선시 ‘하락’ 가능성↑ — 메트로경제 (Korean)
5. GLP-1 & Obesity Drugs (recurred after 5 days)
- Episode: started 2024-10-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Icure Pharmaceutical Incorporation 175250 | +29.8% | 2,550 | |
Shaperon 378800 | +18.5% | 5,380 | ★ |
Peptron 087010 | +3.1% | 95,800 | |
BNC Korea 256840 | +3.1% | 5,130 | |
LG Chem 051910 | +2.0% | 324,500 | |
Genexine 095700 | +1.7% | 8,800 | |
Dx & Vx 180400 | +1.7% | 2,395 | |
Raphas 214260 | +1.6% | 19,160 | |
Handok 002390 | +0.9% | 15,290 |
Related news
- [장중수급포착] 샤페론, 외국인 15.10만 주 대량 순매수… 주가 +8.26% — 뉴스핌 (Korean)
6. Semiconductor Materials & Components (recurred after 9 days)
- Episode: started 2024-10-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
WONIK QnC 074600 | +8.0% | 24,400 | |
HLB innoVation 024850 | +7.2% | 3,710 | |
3S Korea 060310 | +6.9% | 2,165 | |
DNFCo 092070 | +6.9% | 10,730 | |
Micro2nano 424980 | +6.8% | 8,370 | ★ |
ISC 095340 | +6.7% | 61,800 | |
Temc 425040 | +5.8% | 9,280 | |
GO Element 311320 | +5.7% | 7,000 | |
MKElectron 033160 | +5.7% | 8,600 | |
Tokai Carbon Korea 064760 | +5.5% | 90,200 |
7. EV (recurred after 7 days)
- Episode: started 2024-10-23, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
HanilForgingIndustrial 024740 | +16.1% | 3,430 | |
Nara Mold And Die 051490 | +7.8% | 5,310 | |
SFA Nexel 222080 | +7.1% | 8,630 | |
LG Energy Solution 373220 | +5.6% | 403,000 | |
Samkee 122350 | +5.1% | 1,555 | ★ |
L&F 066970 | +4.7% | 98,000 | |
Enchem 348370 | +3.9% | 183,000 | |
Korea Electric Terminal 025540 | +3.8% | 76,500 | |
Shinsung ST 416180 | +3.5% | 26,500 |
8. Undersea Tunnels & Underground Roads (recurred after 267 days)
- Episode: started 2024-10-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TuksuConstruction 026150 | +18.1% | 6,470 | ★ |
Dong-Ah Geological Engineering Company 028100 | +6.3% | 13,250 | |
Woowon Development 046940 | +6.0% | 2,405 | |
Busan Industrial 011390 | +4.7% | 55,700 | |
Hankuk Steel Wire 025550 | +1.2% | 2,840 | |
SemyungElectricMachinery 017510 | +0.6% | 5,220 |
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- [장중수급포착] 특수건설, 외국인 56,328주 대량 순매수… 주가 +19.71% — 뉴스핌 (Korean)
Closing Thoughts
Battery and EV are the only themes whose episodes run to Oct 28, spanning 6 days. Battery headlines cited Tesla earnings and the US election.
All eight themes show a streak of 1, so it is unclear whether this breadth carries into the next session. Shaperon, the leader in two themes, traded 38048625 shares.