Nov 28: 8 Strong Themes — Battery, Pharma

November 28, 2024 · #Battery #Pharma #Dementia #Biosimilars #Auto Parts #Games #Lithium #Mobile Games

8 strong themes — 8 recurred. Top: Battery +9.4%.

Strong themes8 Top change+9.4% LeaderNanoTIM

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+9.4%
Pharma
+7.4%
Dementia
+6.6%
Biosimilars
+5.3%
Auto Parts
+4.5%
Games
+4.0%
Lithium
+3.4%
Mobile Games
+3.2%

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
BatteryNanoTIM+29.92%
PharmaCellbion+21.88%
DementiaGemVax & KAEL+16.93%
BiosimilarsCelltrion Pharm+10.00%
Auto PartsiWIN+5.26%
GamesESTsoft+8.49%
LithiumKumyang+15.82%
Mobile GamesESTsoft+8.49%

Eight themes ran hot on Nov 28, and every listed stock in each one closed higher. Battery led the board with an average change of 9.37%, with all 10 names up.

NanoTIM topped the battery group at 29.92%, followed by Kumyang at 15.82%. A news headline linked the move to the bankruptcy of Europe’s largest battery maker.

Healthcare followed. Pharma averaged 7.37%, led by Cellbion at 21.88%. Dementia averaged 6.56% and Biosimilars 5.33%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Batteryrecurred after 2 days+9.4%10/10NanoTIM
2Pharmarecurred after 3 days+7.4%10/10Cellbion
3Dementiarecurred after 36 days+6.6%10/10GemVax & KAEL
4Biosimilarsrecurred after 22 days+5.3%10/10Celltrion Pharm
5Auto Partsrecurred after 10 days+4.5%10/10iWIN
6Gamesrecurred after 3 days+4.0%9/9ESTsoft
7Lithiumrecurred after 2 days+3.4%10/10Kumyang
8Mobile Gamesrecurred after 9 days+3.2%9/9ESTsoft

Theme by Theme

1. Battery (recurred after 2 days)

StockChangeCloseLeader
NanoTIM 417010+29.9%7,990★
Kumyang 001570+15.8%31,850
Korea Zinc 010130+12.2%1,143,000
Ecopro BM 247540+6.8%144,400
S-chem 475660+6.4%7,300
Ivisionworks 469750+5.0%1,273
Dongkuk Refractories & Steel 075970+5.0%2,725
Younghwa Tech 265560+4.6%7,450
Youlchon Chemical 008730+4.1%24,300
Cosmo Advanced Materials & Technology 005070+3.9%67,000

Related news

2. Pharma (recurred after 3 days)

StockChangeCloseLeader
Cellbion 308430+21.9%13,370★
Celltrion Pharm 068760+10.0%58,300
ST Pharm 237690+7.9%89,800
Hanall Biopharma 009420+6.3%37,350
GC Biopharma 006280+5.3%149,800
Samsung Biologics 207940+4.9%1,000,000
Dong-A Pharmaceutical 000640+4.6%109,300
Samil Pharmaceutical 000520+4.5%12,760
Prestige Biologics 334970+4.2%5,690
Samsung Pharmaceutical 001360+4.1%1,581

3. Dementia (recurred after 36 days)

StockChangeCloseLeader
GemVax & KAEL 082270+16.9%18,920★
Hyper 065650+9.9%1,326
TimeX AI 304840+7.8%3,945
FutureChem 220100+6.8%16,790
Peptron 087010+6.5%84,900
Samsung Pharmaceutical 001360+4.1%1,581
Shaperon 378800+4.0%3,870
Chong Kun Dang Pharmaceutical 185750+3.7%97,800
Dong-a ST 170900+3.0%62,400
Biotoxtech 086040+2.8%3,270

4. Biosimilars (recurred after 22 days)

StockChangeCloseLeader
Celltrion Pharm 068760+10.0%58,300★
Binex 053030+8.6%18,100
Hanall Biopharma 009420+6.3%37,350
GC Biopharma 006280+5.3%149,800
Samsung Biologics 207940+4.9%1,000,000
Celltrion 068270+4.8%186,400
Prestige Biologics 334970+4.2%5,690
Chong Kun Dang Pharmaceutical 185750+3.7%97,800
Dong-a ST 170900+3.0%62,400
SunBio 067370+2.5%6,570

Related news

5. Auto Parts (recurred after 10 days)

StockChangeCloseLeader
Iljin Hysolus 271940+8.3%19,270
iWIN 090150+5.3%800★
Taeyang Metal Industrial 004100+5.2%2,820
Younghwa Tech 265560+4.6%7,450
Synopex 025320+4.1%6,550
Chasys 033250+4.1%1,332
Pha 043370+3.5%10,340
SL 005850+3.5%31,200
Korea Movenex 010100+3.3%3,285
Hwacheon Machinery 010660+2.9%2,645

6. Games (recurred after 3 days)

StockChangeCloseLeader
Skonec Entertainment 276040+11.7%3,155
ESTsoft 047560+8.5%23,000★
Shift Up 462870+3.6%58,000
NHN 181710+2.9%17,680
Kakao Games 293490+2.3%17,980
Neowiz Holdings 042420+2.3%18,920
Krafton 259960+1.8%316,000
Itoxi 052770+1.5%1,299
Actoz Soft 052790+1.4%7,020

Related news

7. Lithium (recurred after 2 days)

StockChangeCloseLeader
Kumyang 001570+15.8%31,850★
Cosmochemical 005420+3.2%18,100
Chunbo 278280+3.0%43,300
Ecopro 086520+2.5%80,400
Sebang Global Battery 004490+2.4%72,400
Posco Future M 003670+1.6%183,100
MNTECHCo 095500+1.6%8,500
Daebo Magnetic 290670+1.5%13,410
LG Chem 051910+1.3%305,000
Posco M-tech 009520+1.1%14,450

8. Mobile Games (recurred after 9 days)

StockChangeCloseLeader
ESTsoft 047560+8.5%23,000★
Com2uS Holdings 063080+4.4%33,200
Shift Up 462870+3.6%58,000
NHN 181710+2.9%17,680
Kakao Games 293490+2.3%17,980
Neowiz Holdings 042420+2.3%18,920
Linked 193250+1.8%458
Devsisters 194480+1.8%31,400
Krafton 259960+1.8%316,000

Related news

Closing Thoughts

All eight themes are one-day episodes that returned after gaps of 2 to 36 days. The next question is whether any streak lasts beyond 1 day.

Breadth thinned further down the list: Lithium averaged 3.4% even with Kumyang at 15.82%, and Mobile Games averaged 3.25%. Two news threads remain open: Celltrion’s trial news and the European battery story.