Dec 23: 8 Strong Themes — PCB & Flexible PCB, COVID (Pfizer)
8 strong themes — 1 running · 6 recurred · 1 new. Top: PCB & Flexible PCB +14.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| PCB & Flexible PCB | Interflex | +22.26% | |
| COVID (Pfizer) | Seoul Pharma | +14.78% | |
| Foldable Phones / Galaxy Supply Chain | Interflex | +22.26% | |
| iPhone Supply Chain | Interflex | +22.26% | |
| Political Ties (Lee Jae-myung) | DongshinEngineering&Construction | +8.77% | |
| OLED Displays | Sysneotech | +9.46% | - |
| Battery / EV | Ust | +15.85% | |
| Autonomous Driving / Smart Cars | Chips&Media | +9.82% |
On Dec 23, 2021, PCB & Flexible PCB led the strong themes with an average change of 14.84%. All 4 stocks in the group rose, with Interflex up 22.26%.
Interflex led three themes at once, including Foldable Phones / Galaxy Supply Chain and iPhone Supply Chain. COVID (Pfizer) extended its streak to 2 days, with an average change of 13.79%.
Breadth was complete, as every listed stock in every theme closed higher. Battery / EV was the widest group, with 7 of 7 stocks up, led by Ust at 15.85%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | PCB & Flexible PCB | recurred after 119 days | +14.8% | 4/4 | Interflex |
| 2 | COVID (Pfizer) | 2 days running | +13.8% | 2/2 | Seoul Pharma |
| 3 | Foldable Phones / Galaxy Supply Chain | recurred after 118 days | +13.6% | 5/5 | Interflex |
| 4 | iPhone Supply Chain | recurred after 17 days | +11.4% | 4/4 | Interflex |
| 5 | Political Ties (Lee Jae-myung) | recurred after 8 days | +8.3% | 5/5 | DongshinEngineering&Construction |
| 6 | OLED Displays | recurred after 22 days | +8.3% | 3/3 | Sysneotech |
| 7 | Battery / EV | recurred after 15 days | +6.9% | 7/7 | Ust |
| 8 | Autonomous Driving / Smart Cars | new | +6.8% | 5/5 | Chips&Media |
Theme by Theme
1. PCB & Flexible PCB (recurred after 119 days)
- Episode: started 2021-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Interflex 051370 | +22.3% | 16,200 | ★ |
Isupetasys 007660 | +16.6% | 5,932 | |
Korea Circuit 007810 | +10.8% | 28,250 | |
Simmtech 222800 | +9.7% | 45,950 |
Related news
- 인터플렉스 주가 13%↑…“내년 턴어라운드 본격화” 전망 — 아주경제 (Korean)
2. COVID (Pfizer) (2 days running)
- Episode: started 2021-12-22, day 2
Related news
- 서울제약 주가 22%↑…화이자 때문? — 아주경제 (Korean)
3. Foldable Phones / Galaxy Supply Chain (recurred after 118 days)
- Episode: started 2021-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Interflex 051370 | +22.3% | 16,200 | ★ |
Isupetasys 007660 | +16.6% | 5,932 | |
Fine Technix 106240 | +11.2% | 5,130 | |
DK Tech 290550 | +11.0% | 14,100 | |
Uti 179900 | +7.0% | 14,550 |
Related news
- 인터플렉스 주가 13%↑…“내년 턴어라운드 본격화” 전망 — 아주경제 (Korean)
4. iPhone Supply Chain (recurred after 17 days)
- Episode: started 2021-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Interflex 051370 | +22.3% | 16,200 | ★ |
Derkwoo Electronics 263600 | +10.0% | 8,000 | |
LG Innotek 011070 | +7.8% | 361,500 | |
BHCo 090460 | +5.4% | 23,300 |
Related news
- LG이노텍, 아이폰 판매 호조에 ‘호호’…목표가↑-하나 — 대한경제 (Korean)
5. Political Ties (Lee Jae-myung) (recurred after 8 days)
- Episode: started 2021-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cas 016920 | +15.9% | 4,635 | |
DongshinEngineering&Construction 025950 | +8.8% | 32,250 | ★ |
Atec Mobility 224110 | +7.8% | 23,400 | |
Hyungji Elite 093240 | +4.8% | 3,124 | |
Atec 045660 | +4.3% | 23,050 |
6. OLED Displays (recurred after 22 days)
- Episode: started 2021-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Duksan Techopia 317330 | +9.8% | 29,100 | |
Sysneotech 226440 | +9.5% | 1,620 | ★ |
LOTVacuum 083310 | +5.7% | 16,800 |
7. Battery / EV (recurred after 15 days)
- Episode: started 2021-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ust 263770 | +15.8% | 4,750 | ★ |
Sysneotech 226440 | +9.5% | 1,620 | |
Elentec 054210 | +7.9% | 11,600 | |
Samwha Capacitor 001820 | +4.7% | 57,500 | |
KEC 092220 | +4.1% | 17,020 | |
L&F 066970 | +3.9% | 209,900 | |
Hyundai Mobis 012330 | +2.4% | 256,500 |
Related news
- 머스크 “주식 다 팔았다” 선언에 테슬라 급등…국내 2차전지주도 훈풍 — 매일경제 (Korean)
8. Autonomous Driving / Smart Cars (new)
- Episode: started 2021-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chips&Media 094360 | +9.8% | 12,300 | ★ |
LG Innotek 011070 | +7.8% | 361,500 | |
LG Electronics 066570 | +5.8% | 137,000 | |
Sekonix 053450 | +5.7% | 8,970 | |
Mcnex 097520 | +5.1% | 56,000 |
Closing Thoughts
The first test is whether COVID (Pfizer) can stretch its streak beyond 2 days. Every other theme was a 1-day episode, so its follow-through remains an open question.
PCB & Flexible PCB returned after a gap of 119 days, and Foldable Phones / Galaxy Supply Chain after 118 days. News linked Interflex’s rise to a turnaround outlook for next year.