Dec 13: 8 Strong Themes — Inter-Korean Economic Cooperation, Metaverse & VR

December 13, 2024 · #Inter-Korean Economic Cooperation #Metaverse & VR #Political Ties (Lee Jae-myung) #Employment & Recruiting #Beauty & Cosmetics #Venture Capital #Railways #Music & Entertainment

8 strong themes — 8 recurred. Top: Inter-Korean Economic Cooperation +12.7%.

Strong themes8 Top change+12.7% LeaderIlshin Stone

Average change by strong theme

Average change of member stocks, by theme · descending
Inter-Korean Economic Cooperation
+12.7%
Metaverse & VR
+11.2%
Political Ties (Lee Jae-myung)
+10.7%
Employment & Recruiting
+8.3%
Beauty & Cosmetics
+8.1%
Venture Capital
+7.8%
Railways
+7.0%
Music & Entertainment
+6.5%

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
Inter-Korean Economic CooperationIlshin Stone+30.00%
Metaverse & VRLinked+29.87%
Political Ties (Lee Jae-myung)Orient Precision Industries+23.16%
Employment & RecruitingThe Willbes &+25.67%
Beauty & CosmeticsCellromax Science+17.06%-
Venture CapitalNAU IB Capital+19.58%
RailwaysKorea Engineering Consultants+11.26%
Music & EntertainmentDear U+12.04%

On 2024-12-13, eight themes rallied, and every stock listed in them closed higher. Inter-Korean Economic Cooperation led with an average change of 12.74%.

Ilshin Stone jumped 30.0% as that theme’s leader, while Linked rose 29.87% to lead Metaverse & VR at an average change of 11.16%. Political Ties (Lee Jae-myung) followed at 10.69%.

Cellromax Science led Beauty & Cosmetics with 17.06% on its first day after a SPAC listing. Daesung Private Equity, up 16.54%, sat in three themes, including Venture Capital.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Inter-Korean Economic Cooperationrecurred after 16 days+12.7%10/10Ilshin Stone
2Metaverse & VRrecurred after 3 days+11.2%10/10Linked
3Political Ties (Lee Jae-myung)recurred after 4 days+10.7%10/10Orient Precision Industries
4Employment & Recruitingrecurred after 2 days+8.3%7/7The Willbes &
5Beauty & Cosmeticsrecurred after 2 days+8.1%10/10Cellromax Science
6Venture Capitalrecurred after 2 days+7.8%10/10NAU IB Capital
7Railwaysrecurred after 16 days+7.0%9/9Korea Engineering Consultants
8Music & Entertainmentrecurred after 11 days+6.5%10/10Dear U

Theme by Theme

1. Inter-Korean Economic Cooperation (recurred after 16 days)

StockChangeCloseLeader
Ilshin Stone 007110+30.0%2,470★
In the F 014990+25.9%1,220
Shinwon 009270+18.2%1,600
Hyundai Elevator 017800+13.3%57,100
J.estina 026040+10.4%2,605
Good People 033340+8.4%726
Jaeyoung Solutec 049630+8.1%705
Inzi Controls 023800+5.3%5,930
Chobi 001550+4.0%11,680
Namkwang Engineering & Construction 001260+3.8%8,500

2. Metaverse & VR (recurred after 3 days)

StockChangeCloseLeader
Linked 193250+29.9%687★
Daesung Private Equity 027830+16.5%2,135
Dear U 376300+12.0%39,550
Dexter studios 206560+11.8%9,060
NEWFLEXTECHNOLGYCo 085670+9.8%4,870
S Connect 096630+8.9%721
CJ ENM 035760+7.7%63,100
Alchera 347860+5.2%2,135
Kakao 035720+5.0%45,900
Shindo Eng. Lab 290520+4.7%2,440

3. Political Ties (Lee Jae-myung) (recurred after 4 days)

StockChangeCloseLeader
Orientbio 002630+24.7%1,422
Orient Precision Industries 065500+23.2%6,700★
Kona I 052400+12.2%28,400
Hyungji Elite 093240+9.8%2,515
Total Soft Bank 045340+9.6%11,030
Atec 045660+9.4%37,150
Vivien 002070+6.5%1,108
HYUNGJI Innovation and Creative 011080+4.4%1,034
Atec Mobility 224110+3.6%22,700
Ilsung Construction 013360+3.2%4,540

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4. Employment & Recruiting (recurred after 2 days)

StockChangeCloseLeader
The Willbes & 008600+25.7%798★
Daesung Private Equity 027830+16.5%2,135
Openknowl 440320+7.1%7,070
MegaMD 133750+3.2%2,430
DSC Investment 241520+2.2%3,000
Ibkimyoung 339950+2.0%2,250
Saramin 143240+1.2%18,160

5. Beauty & Cosmetics (recurred after 2 days)

StockChangeCloseLeader
Cellromax Science 471820+17.1%7,960★
Icure Pharmaceutical Incorporation 175250+14.2%2,145
Seung Il 049830+11.9%8,190
C&C International 352480+7.7%44,250
Silicon 2 257720+6.0%30,100
PharmaResearch 214450+5.8%245,000
ASTech 453860+5.3%19,720
NextEye 137940+4.8%459
L&C Bio 290650+4.3%19,800
Kangstem Biotech 217730+4.1%2,160

Related news

6. Venture Capital (recurred after 2 days)

StockChangeCloseLeader
NAU IB Capital 293580+19.6%1,362★
Daesung Private Equity 027830+16.5%2,135
Lindeman Asia Investment 277070+11.8%4,580
PLANTYNETCo 075130+7.5%2,920
Capstone Partners 452300+7.0%2,920
Mirae Asset Venture Investment 100790+5.0%5,290
SV Investment 289080+3.8%1,333
LB Investment 309960+3.0%3,300
DSC Investment 241520+2.2%3,000
Company K Partners 307930+2.0%5,050

7. Railways (recurred after 16 days)

StockChangeCloseLeader
Busan Industrial 011390+15.0%88,000
Korea Engineering Consultants 023350+11.3%7,410★
Woowon Development 046940+8.2%2,625
Daea Ti 045390+6.7%3,200
Dawonsys 068240+6.4%9,680
TuksuConstruction 026150+4.3%6,850
Dong-Ah Geological Engineering Company 028100+4.0%14,130
Namkwang Engineering & Construction 001260+3.8%8,500
Yooshin Engineering 054930+3.6%24,550

8. Music & Entertainment (recurred after 11 days)

StockChangeCloseLeader
Dear U 376300+12.0%39,550★
CJ ENM 035760+7.7%63,100
Keyeast 054780+6.8%5,180
Cube Entertainment 182360+6.2%17,450
SM Culture & Contents 048550+6.2%1,605
YG Entertainment 122870+6.0%48,250
ContentreeJoongAng 036420+5.9%9,570
SM Entertainment 041510+5.3%81,000
Kakao 035720+5.0%45,900
Hybe 352820+4.3%205,500

Closing Thoughts

Every theme here was a recurrence, and Inter-Korean Economic Cooperation and Railways returned after a 16-day gap.

Employment & Recruiting and Venture Capital have episodes running to 2024-12-16, the only ones past a single day. Whether the six one-day themes come back is the next point to track.