Dec 2: 8 Strong Themes — Digital Health & Telehealth, Beauty & Cosmetics

December 2, 2022 · #Digital Health & Telehealth #Beauty & Cosmetics #Medical Devices #Augmented Reality (AR) #Virtual Reality (VR) #Ukraine Reconstruction (Related) #Duty Free #Travel

8 strong themes — 3 running · 5 recurred. Top: Digital Health & Telehealth +6.9%.

Strong themes8 Top change+6.9% LeaderezCaretech

Average change by strong theme

Average change of member stocks, by theme · descending
Digital Health & Telehealth
+6.9%
Beauty & Cosmetics
+6.9%
Medical Devices
+4.8%
Augmented Reality (AR)
+4.2%
Virtual Reality (VR)
+4.0%
Ukraine Reconstruction (Related)
+3.7%
Duty Free
+3.5%
Travel
+2.8%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Digital Health & TelehealthezCaretech+30.00%
Beauty & CosmeticsCosnine+11.33%
Medical DevicesMekics+12.33%
Augmented Reality (AR)KAON Group+18.96%
Virtual Reality (VR)Dexter studios+9.89%
Ukraine Reconstruction (Related)Firstec+16.38%
Duty FreeTonymoly+7.85%
TravelVery Good Tour+3.68%

Eight themes closed higher on 2022-12-02, and every listed stock finished up. Digital Health & Telehealth led with an average change of 6.92%, as ezCaretech gained 30.0%.

Beauty & Cosmetics extended a 4-day streak with an average change of 6.88% across 8 stocks. Cosnine led at 11.33%, and news tied the move to China easing its virus controls.

Medical Devices posted an average change of 4.76%, with all 10 stocks higher and Mekics leading at 12.33%. Augmented Reality (AR) returned after a gap of 2319 days, with KAON Group up 18.96%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Digital Health & Telehealthrecurred after 22 days+6.9%9/9ezCaretech
2Beauty & Cosmetics4 days running+6.9%8/8Cosnine
3Medical Devicesrecurred after 17 days+4.8%10/10Mekics
4Augmented Reality (AR)recurred after 2319 days+4.2%7/7KAON Group
5Virtual Reality (VR)2 days running+4.0%8/8Dexter studios
6Ukraine Reconstruction (Related)recurred after 7 days+3.7%8/8Firstec
7Duty Free2 days running+3.5%5/5Tonymoly
8Travelrecurred after 3 days+2.8%4/4Very Good Tour

Theme by Theme

1. Digital Health & Telehealth (recurred after 22 days)

StockChangeCloseLeader
ezCaretech 099750+30.0%12,035★
INFINITT Healthcare 071200+12.3%5,482
JLK 322510+4.5%2,890
Insung Information 033230+3.8%1,933
Theragen Etex 066700+3.0%4,335
BITComputer 032850+2.6%6,000
GC MediAI 032620+2.4%5,070
NanoenTek 039860+2.0%4,910
InBody 041830+1.9%19,250

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2. Beauty & Cosmetics (4 days running)

StockChangeCloseLeader
Cosnine 082660+11.3%737★
Aekyung Industrial 018250+10.3%18,700
Tonymoly 214420+7.8%4,120
Caregen 214370+6.0%23,960
Yonwoo 115960+5.5%17,300
CLIO Cosmetics 237880+5.3%14,900
Kolmar Korea 161890+4.4%41,650
Able C&C 078520+4.4%5,270

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3. Medical Devices (recurred after 17 days)

StockChangeCloseLeader
Mekics 058110+12.3%4,420★
Jetema 216080+7.7%6,629
Ilooda 164060+5.2%5,890
Osteonic 226400+3.8%2,720
Rayence 228850+3.6%11,350
Corentec 104540+3.6%10,100
Classys 214150+3.2%19,450
T-Robotics 117730+2.9%6,500
Metabiomed 059210+2.8%2,355
SELVAS Healthcare 208370+2.5%1,992

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4. Augmented Reality (AR) (recurred after 2319 days)

StockChangeCloseLeader
KAON Group 078890+19.0%7,184★
Wysiwyg Studios 299900+7.2%5,375
Dmoa 016670+1.1%21,523
S Net Systems 038680+0.8%5,128
Telechips 054450+0.8%13,300
Mgame 058630+0.5%7,720
Elentec 054210+0.4%12,850

5. Virtual Reality (VR) (2 days running)

StockChangeCloseLeader
Dexter studios 206560+9.9%15,000★
Wysiwyg Studios 299900+7.2%5,375
Q.S.ICo 066310+4.9%10,650
HyVISION SYSTEM 126700+4.2%18,550
Namuga 190510+2.6%17,550
Skonec Entertainment 276040+1.6%13,797
Total Soft Bank 045340+1.0%4,595
S Net Systems 038680+0.8%5,128

6. Ukraine Reconstruction (Related) (recurred after 7 days)

StockChangeCloseLeader
Firstec 010820+16.4%3,410★
HANKOOK Technology 053590+3.6%1,150
DAEMO Engineering 317850+3.4%15,100
KH Construction 226360+3.1%4,557
Hyundai Everdigm 041440+2.2%9,150
Speco 013810+0.6%5,260
Daeyang Electric 108380+0.4%12,550
FreeMs 053160+0.1%7,500

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7. Duty Free (2 days running)

StockChangeCloseLeader
Tonymoly 214420+7.8%4,120★
Global Tax Free 204620+4.1%2,434
JTC 950170+3.2%3,545
Hotel Shilla 008770+2.4%76,000
Shinsegae 004170+0.2%213,500

8. Travel (recurred after 3 days)

StockChangeCloseLeader
Very Good Tour 094850+3.7%10,150★
Lotte Tour Development 032350+3.3%12,450
Yellow Balloon Tour 104620+2.2%6,580
RedcapTour 038390+2.1%9,825

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Closing Thoughts

Firstec jumped 16.38% on volume of 34982692 and led Ukraine Reconstruction (Related) to an average change of 3.73%. The theme’s episode in the data runs from 2022-12-02 to 2022-12-05.

Duty Free stretched its streak to 2 days with an average change of 3.55%, while Travel posted 2.81%. Travel news cited expected demand from China easing its virus controls.