Dec 13: 7 Strong Themes — Beauty & Cosmetics, Semiconductors
7 strong themes — 2 running · 5 recurred. Top: Beauty & Cosmetics +15.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Beauty & Cosmetics | Hankook Cosmetics | +16.70% | |
| Semiconductors | HANMI Semiconductor | +10.00% | |
| Duty Free | Tonymoly | +4.63% | |
| Steel | POSCO Holdings | +3.18% | |
| Petrochemicals | Lotte Chemical | +2.26% | |
| Korea-Listed Chinese Companies | Heng Sheng Holding Group | +2.24% | |
| Casinos | Paradise | +1.31% |
Beauty & Cosmetics led the Dec 13, 2019 session with an average change of 15.74%, and both of its 2 stocks closed higher. Hankook Cosmetics rose 16.7% and CTK gained 14.79%.
Semiconductors extended its streak to 2 days, with all 5 stocks up for an average change of 7.23%. HANMI Semiconductor led at 10.0%, while SK hynix added 5.4%.
News headlines linked the cosmetics rally and Korea-Listed Chinese Companies to progress in US-China trade talks. Duty Free returned after 37 days, led by Tonymoly at 4.63%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 2 days | +15.7% | 2/2 | Hankook Cosmetics |
| 2 | Semiconductors | 2 days running | +7.2% | 5/5 | HANMI Semiconductor |
| 3 | Duty Free | recurred after 37 days | +4.6% | 1/1 | Tonymoly |
| 4 | Steel | 2 days running | +3.2% | 1/1 | POSCO Holdings |
| 5 | Petrochemicals | recurred after 60 days | +2.3% | 1/1 | Lotte Chemical |
| 6 | Korea-Listed Chinese Companies | recurred after 14 days | +2.2% | 1/1 | Heng Sheng Holding Group |
| 7 | Casinos | recurred after 18 days | +1.3% | 1/1 | Paradise |
Theme by Theme
1. Beauty & Cosmetics (recurred after 2 days)
- Episode: started 2019-12-13, day 1
Related news
- 미중 무역협상 타결에 한국화장품 16% 급등 — 서울경제 (Korean)
- 미·중 무역합의에 화장품株 들썩 — 아주경제 (Korean)
- 미중 무역합의 진전에 ‘화장품주’ 강세 — 이투데이 (Korean)
2. Semiconductors (2 days running)
- Episode: started 2019-12-12, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +10.0% | 3,465 | ★ |
UniTest 086390 | +9.6% | 13,700 | |
S&S Tech 101490 | +8.5% | 10,850 | |
SK hynix 000660 | +5.4% | 87,900 | |
Samsung Electronics 005930 | +2.6% | 54,700 |
Related news
- [강세 토픽] 반도체 - 후공정 소재 테마, 미래산업 +7.64%, 한미반도체 +6.19% — 조선일보 (Korean)
- 한미반도체, 장비 수주 가뭄 개선-하나금투 — 머니투데이 (Korean)
- 한미반도체, +12.38% VI 발동 — 조선일보 (Korean)
3. Duty Free (recurred after 37 days)
- Episode: started 2019-12-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tonymoly 214420 | +4.6% | 9,550 | ★ |
Related news
- [강세 토픽] 화장품 OEM·ODM 테마, 한국화장품제조 +10.57%, 토니모리 +6.70% — 조선일보 (Korean)
- ‘토니모리’ 10% 이상 상승, 주가 상승 중, 단기간 골든크로스 형성 — 한국경제 (Korean)
- 토니모리, +12.89% VI 발동 — 조선일보 (Korean)
4. Steel (2 days running)
- Episode: started 2019-12-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
POSCO Holdings 005490 | +3.2% | 243,000 | ★ |
Related news
- [장중수급포착] POSCO, 외국인 59,783주 대량 순매수… 주가 +2.97% — 뉴스핌 (Korean)
5. Petrochemicals (recurred after 60 days)
- Episode: started 2019-12-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Chemical 011170 | +2.3% | 215,266 | ★ |
Related news
- [장중수급포착] 롯데케미칼, 외국인 23,400주 대량 순매수… 주가 +3.62% — 뉴스핌 (Korean)
6. Korea-Listed Chinese Companies (recurred after 14 days)
- Episode: started 2019-12-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Heng Sheng Holding Group 900270 | +2.2% | 11,408 | ★ |
Related news
- [특징주] 미중 1단계 무역협상 합의에 국내 상장 중국기업 강세 — 서울경제 (Korean)
7. Casinos (recurred after 18 days)
- Episode: started 2019-12-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Paradise 034230 | +1.3% | 19,350 | ★ |
Related news
- [장중수급포착] 파라다이스, 외국인 3일 연속 순매수행진… 주가 +1.57% — 뉴스핌 (Korean)
Closing Thoughts
Semiconductors and Steel are the two themes heading into the next session on a streak of 2. Beauty & Cosmetics, lifted by trade headlines, has a streak of 1 so far.
Petrochemicals and Casinos came back after gaps of 60 and 18 days, with Lotte Chemical up 2.26% and Paradise up 1.31%. Each of these themes had only one stock.