Dec 15: 8 Strong Themes — COVID, Remote Work & Smart Work
8 strong themes — 1 running · 7 recurred. Top: COVID +23.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID | BNC Korea | +29.97% | |
| Remote Work & Smart Work | Softcamp | +24.47% | |
| Cold Chain Logistics | ilShinbiobase | +17.70% | |
| Pharma & Biotech | Il Dong Pharmaceutical | +26.01% | |
| Digital Health & Telehealth | BITComputer | +8.26% | |
| Education & E-Learning | YBM Net | +5.26% | |
| Political Ties (Lee Jae-myung) | FreeMs | +5.70% | |
| COVID (Negative-Pressure Wards & Ambulances) | GH Advanced Materials | +4.14% |
COVID-linked names led the session on 2021-12-15. The COVID theme posted an average change of 23.16%, and all 3 of its stocks closed higher.
BNC Korea led that group with a 29.97% gain, and Il Dong Pharmaceutical added 26.01%. Il Dong Pharmaceutical also led Pharma & Biotech, where 5 of 6 stocks rose.
Other pandemic-related themes came next. Remote Work & Smart Work had an average change of 16.76%, led by Softcamp at 24.47%. Cold Chain Logistics followed with an average change of 14.07%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID | recurred after 163 days | +23.2% | 3/3 | BNC Korea |
| 2 | Remote Work & Smart Work | recurred after 2 days | +16.8% | 2/2 | Softcamp |
| 3 | Cold Chain Logistics | recurred after 182 days | +14.1% | 2/2 | ilShinbiobase |
| 4 | Pharma & Biotech | recurred after 222 days | +14.0% | 5/6 | Il Dong Pharmaceutical |
| 5 | Digital Health & Telehealth | 2 days running | +7.7% | 2/2 | BITComputer |
| 6 | Education & E-Learning | recurred after 373 days | +6.2% | 2/2 | YBM Net |
| 7 | Political Ties (Lee Jae-myung) | recurred after 13 days | +4.6% | 4/4 | FreeMs |
| 8 | COVID (Negative-Pressure Wards & Ambulances) | recurred after 2 days | +4.1% | 3/3 | GH Advanced Materials |
Theme by Theme
1. COVID (recurred after 163 days)
- Episode: started 2021-12-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BNC Korea 256840 | +30.0% | 23,977 | ★ |
Il Dong Pharmaceutical 249420 | +26.0% | 32,700 | |
Hyundai Bioscience 048410 | +13.5% | 13,664 |
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2. Remote Work & Smart Work (recurred after 2 days)
- Episode: started 2021-12-15, day 1
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3. Cold Chain Logistics (recurred after 182 days)
- Episode: started 2021-12-15, day 1
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4. Pharma & Biotech (recurred after 222 days)
- Episode: started 2021-12-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Il Dong Pharmaceutical 249420 | +26.0% | 32,700 | ★ |
Sam-A Pharm 009300 | +16.7% | 22,000 | |
JW Shinyak 067290 | +13.6% | 3,377 | |
Kukjeon 307750 | +8.6% | 13,950 | |
Hanall Biopharma 009420 | +5.2% | 21,450 | |
NKGen Biotech Korea 182400 | - | - |
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5. Digital Health & Telehealth (2 days running)
- Episode: started 2021-12-14, day 2
6. Education & E-Learning (recurred after 373 days)
- Episode: started 2021-12-15, day 1
7. Political Ties (Lee Jae-myung) (recurred after 13 days)
- Episode: started 2021-12-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyungji Elite 093240 | +6.1% | 3,093 | |
FreeMs 053160 | +5.7% | 13,900 | ★ |
Atec Mobility 224110 | +3.6% | 21,700 | |
Atec 045660 | +3.0% | 22,600 |
8. COVID (Negative-Pressure Wards & Ambulances) (recurred after 2 days)
- Episode: started 2021-12-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung E&g 011930 | +5.6% | 21,850 | |
GH Advanced Materials 130500 | +4.1% | 9,550 | ★ |
K-ensol 053080 | +2.5% | 16,100 |
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Closing Thoughts
Most themes were one-day returns after long gaps, such as Education & E-Learning, which came back after 373 days. Only Digital Health & Telehealth continued an existing run, now at 2 days in a row.
The next data points are whether Digital Health & Telehealth makes it to a third day and how the COVID group does after returning from a 163-day gap.