Jan 11: 4 Strong Themes — COVID (Treatments & Vaccines), Banks
4 strong themes — 1 running · 3 recurred. Top: COVID (Treatments & Vaccines) +4.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID (Treatments & Vaccines) | EuBiologics | +7.82% | |
| Banks | Woori Financial Group | +4.30% | |
| COVID (Pfizer) | Yuhan | +1.49% | |
| Semiconductor Majors (Fabrication) | SK hynix | +2.81% |
Four themes ran strong on Jan 11, 2022, and every stock in them closed higher. COVID (Treatments & Vaccines) led with an average change of 4.85%, returning after a 91-day gap.
Banks rose for a second straight session, with an average change of 3.66%. Leader Woori Financial Group gained 4.3%, and news linked the move to expectations of better fourth-quarter results.
Semiconductor Majors (Fabrication) came back after 201 days, with an average change of 1.98%. SK hynix rose 2.81% and Samsung Electronics added 1.15%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Treatments & Vaccines) | recurred after 91 days | +4.8% | 3/3 | EuBiologics |
| 2 | Banks | 2 days running | +3.7% | 3/3 | Woori Financial Group |
| 3 | COVID (Pfizer) | recurred after 15 days | +2.7% | 4/4 | Yuhan |
| 4 | Semiconductor Majors (Fabrication) | recurred after 201 days | +2.0% | 2/2 | SK hynix |
Theme by Theme
1. COVID (Treatments & Vaccines) (recurred after 91 days)
- Episode: started 2022-01-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
EuBiologics 206650 | +7.8% | 32,400 | ★ |
Celltrion 068270 | +5.1% | 165,975 | |
SK Bioscience 302440 | +1.6% | 216,500 |
2. Banks (2 days running)
- Episode: started 2022-01-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Financial Group 316140 | +4.3% | 14,550 | ★ |
KB Financial Group 105560 | +3.8% | 60,000 | |
Hana Financial Group 086790 | +2.9% | 46,700 |
Related news
- [특징주] 우리금융지주, 4분기 실적 개선 기대감에 주가 4%↑ — 아시아경제 (Korean)
- [특징주] 우리금융지주, 호실적 전망에 52주 신고가 — 서울경제 (Korean)
- [클릭 e종목]“우리금융지주, 호실적 지속 전망에도 주가는 저평가” — 아시아경제 (Korean)
3. COVID (Pfizer) (recurred after 15 days)
- Episode: started 2022-01-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Green Lifescience 114450 | +4.1% | 7,477 | |
Jeil Pharmaceutical 271980 | +3.8% | 33,900 | |
Pharmicell 005690 | +1.6% | 13,000 | |
Yuhan 000100 | +1.5% | 56,213 | ★ |
Related news
- [특징주] 유한양행, 화이자 먹는 코로나 치료제 유통 소식에 상승세 — 이투데이 (Korean)
4. Semiconductor Majors (Fabrication) (recurred after 201 days)
- Episode: started 2022-01-11, day 1
Related news
- SK하이닉스, 골드만삭스 ‘매수’ 리포트에 강세 — 머니투데이 (Korean)
- [장중수급포착] SK하이닉스, 외국인 8일 연속 순매수행진… 주가 +2.01% — 뉴스핌 (Korean)
- 골드만삭스 “SK하이닉스 사라”…목표가 12만→17만원 대폭 상향 — 서울경제 (Korean)
Closing Thoughts
Three of the four themes were one-day runs, so the open question is whether they show up again. Banks is the only theme with a streak going, now at 2 days.
All 4 stocks in COVID (Pfizer) rose, for an average change of 2.73%. News tied leader Yuhan’s 1.49% gain to its role distributing Pfizer’s oral COVID-19 treatment.