Jul 15: 3 Strong Themes — COVID, Monkeypox
3 strong themes — 2 running · 1 recurred. Top: COVID +6.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID | Il Dong Pharmaceutical | +14.78% | |
| Monkeypox | GC Medical Science | +5.97% | |
| Semiconductors | Union Semiconductor Equipment Co.,ltd; | +5.02% |
On Jul 15, three themes led the session, and every stock in them closed higher. COVID topped the list with an average change of 6.53% across 7 stocks.
COVID extended its streak to 10 sessions. Il Dong Pharmaceutical led with a 14.78% gain, after a headline reported its COVID-19 treatment works against BA.5.
Monkeypox rose for a second straight session, with an average change of 5.59%. Semiconductors returned with an average change of 4.56%, all 5 stocks rising. SK hynix rose 5.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID | 10 days running | +6.5% | 7/7 | Il Dong Pharmaceutical |
| 2 | Monkeypox | 2 days running | +5.6% | 3/3 | GC Medical Science |
| 3 | Semiconductors | recurred after 2 days | +4.6% | 5/5 | Union Semiconductor Equipment Co.,ltd; |
Theme by Theme
1. COVID (10 days running)
- Episode: started 2022-07-04, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
Il Dong Pharmaceutical 249420 | +14.8% | 47,750 | ★ |
Cellid 299660 | +8.4% | 19,748 | |
Kukjeon 307750 | +7.2% | 9,640 | |
GC Medical Science 142280 | +6.0% | 8,880 | |
EuBiologics 206650 | +3.2% | 17,800 | |
Boditech Med 206640 | +3.1% | 14,800 | |
GeneOne Life Science 011000 | +3.0% | 76,500 |
Related news
- [특징주] 일동제약, 시오노기제약 공동개발 코로나 치료제 ‘BA.5’에 효과 소식에 ‘강세’ — 이투데이 (Korean)
2. Monkeypox (2 days running)
- Episode: started 2022-07-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Bioscience 048410 | +7.7% | 13,593 | |
GC Medical Science 142280 | +6.0% | 8,880 | ★ |
Boditech Med 206640 | +3.1% | 14,800 |
Related news
- 녹십자엠에스 주가 5%↑…코로나19 신규확진 3만8882명 — 아주경제 (Korean)
- [장중수급포착] 녹십자엠에스, 외국인 27.98만 주 대량 순매수… 주가 +6.56% — 뉴스핌 (Korean)
3. Semiconductors (recurred after 2 days)
- Episode: started 2022-07-15, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Signetics 033170 | +5.5% | 1,625 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +5.0% | 7,320 | ★ |
SK hynix 000660 | +5.0% | 98,700 | |
Samsung Electronics 005930 | +4.3% | 60,000 | |
ABOV Semiconductor 102120 | +2.9% | 9,950 |
Closing Thoughts
The COVID episode has run since Jul 4, spanning 12 days. The next sessions will show whether the streak extends beyond 10.
GC Medical Science and Boditech Med sit in both COVID and Monkeypox, linking the two themes. Whether the Semiconductors rebound continues is the other point to track.