Jan 2: 8 Strong Themes — Pharma, Medical Devices

January 2, 2023 · #Pharma #Medical Devices #Webtoons #COVID (Diagnostics, Treatments, Vaccines) #Battery #EV #Car Majors #Defense & War

8 strong themes — 8 recurred. Top: Pharma +10.4%.

Strong themes8 Top change+10.4% LeaderKyung Nam Pharm

Average change by strong theme

Average change of member stocks, by theme · descending
Pharma
+10.4%
Medical Devices
+7.5%
Webtoons
+6.4%
COVID (Diagnostics, Treatments, Vaccines)
+5.9%
Battery
+4.6%
EV
+4.1%
Car Majors
+3.2%
Defense & War
+2.6%

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
PharmaKyung Nam Pharm+29.82%
Medical DevicesPJ Electronics+29.95%
WebtoonsMr. Blue+21.95%
COVID (Diagnostics, Treatments, Vaccines)Genesystem+12.07%
BatteryPowernet Technologies+3.66%
EVL&F+6.86%
Car MajorsHL Mando+5.09%
Defense & WarWaveElectronics+4.74%

On 2023-01-02, every listed theme closed with all of its stocks higher. Pharma led with an average change of 10.37%, and all 10 of its stocks rose.

Kyung Nam Pharm topped that group at 29.82%, alongside news of rising Chinese cold-medicine purchases. Medical Devices followed at 7.54%, led by PJ Electronics at 29.95%.

Webtoons averaged 6.39%, led by Mr. Blue at 21.95%. Battery and EV posted 4.62% and 4.08%, and L&F appeared in both.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Pharmarecurred after 5 days+10.4%10/10Kyung Nam Pharm
2Medical Devicesrecurred after 12 days+7.5%9/9PJ Electronics
3Webtoonsrecurred after 19 days+6.4%6/6Mr. Blue
4COVID (Diagnostics, Treatments, Vaccines)recurred after 19 days+5.9%9/9Genesystem
5Batteryrecurred after 19 days+4.6%9/9Powernet Technologies
6EVrecurred after 38 days+4.1%10/10L&F
7Car Majorsrecurred after 49 days+3.2%6/6HL Mando
8Defense & Warrecurred after 6 days+2.6%9/9WaveElectronics

Theme by Theme

1. Pharma (recurred after 5 days)

StockChangeCloseLeader
Kyung Nam Pharm 053950+29.8%11,820★
Union Korea Pharm 080720+15.4%8,250
Kukje Pharma 002720+10.7%5,816
Myungmoon Pharm 017180+7.7%3,090
Korean Drug 014570+7.4%8,410
Vivozon Pharmaceutical 082800+7.1%3,240
Yungjin Pharm 003520+6.9%3,475
Seoul Pharma 018680+6.6%5,360
ChoA Pharmaceutical 034940+6.2%2,500
Jeil Pharmaceutical 271980+6.0%22,250

Related news

2. Medical Devices (recurred after 12 days)

StockChangeCloseLeader
PJ Electronics 006140+29.9%7,290★
Mekics 058110+17.9%6,910
NanoenTek 039860+6.4%6,330
LabGenomics 084650+3.6%3,265
BioPlus 099430+2.3%7,100
Corentec 104540+2.3%11,050
Jeisys Medical 287410+2.1%8,700
Plasmapp 405000+1.8%57,449
Mediana 041920+1.5%5,430

Related news

3. Webtoons (recurred after 19 days)

StockChangeCloseLeader
Mr. Blue 207760+21.9%4,000★
D&C Media 263720+10.0%24,850
Daewon Media 048910+4.0%14,400
NAVER 035420+1.1%179,500
NBT 236810+0.7%5,500
Ankey Ax 134580+0.6%4,980

4. COVID (Diagnostics, Treatments, Vaccines) (recurred after 19 days)

StockChangeCloseLeader
Genesystem 363250+12.1%9,380★
Kainos Medicine 284620+7.1%4,390
NanoenTek 039860+6.4%6,330
Jeil Pharmaceutical 271980+6.0%22,250
Kangstem Biotech 217730+5.0%2,369
Shaperon 378800+4.6%6,536
Abion 203400+4.5%3,335
Macrogen 038290+4.2%19,950
LabGenomics 084650+3.6%3,265

5. Battery (recurred after 19 days)

StockChangeCloseLeader
Enplus 074610+8.6%51,300
L&F 066970+6.9%185,400
Ecopro 086520+6.8%21,582
Powernet Technologies 037030+3.7%2,970★
Cosmochemical 005420+3.6%20,958
Apro 262260+3.2%11,150
Enchem 348370+3.0%54,200
Tsi 277880+2.9%9,160
RN2 Technologies 148250+2.8%9,800

6. EV (recurred after 38 days)

StockChangeCloseLeader
L&F 066970+6.9%185,400★
Hwashin 010690+5.3%7,600
HL Mando 204320+5.1%42,350
Hyundai Motor 005380+4.0%157,000
Kia 000270+3.7%61,500
HanilForgingIndustrial 024740+3.6%2,600
Hanon Systems 018880+3.3%7,771
Enchem 348370+3.0%54,200
Alphachips 117670+3.0%24,629
Amogreentech 125210+3.0%12,150

Related news

7. Car Majors (recurred after 49 days)

StockChangeCloseLeader
HL Mando 204320+5.1%42,350★
Hyundai Motor 005380+4.0%157,000
Kia 000270+3.7%61,500
Hanon Systems 018880+3.3%7,771
Hyundai Wia 011210+1.9%50,400
Hyundai Mobis 012330+1.0%202,500

8. Defense & War (recurred after 6 days)

StockChangeCloseLeader
WaveElectronics 095270+4.7%4,420★
Kia 000270+3.7%61,500
HanilForgingIndustrial 024740+3.6%2,600
Kencoa Aerospace 274090+3.3%12,500
Speco 013810+2.7%4,705
Hyundai Wia 011210+1.9%50,400
Huneed Technologies 005870+1.5%6,140
Kuk Young G M 006050+1.0%1,505
HJ Shipbuilding & Construction 097230+0.6%3,940

Closing Thoughts

Every theme came back after a break, from 5 days for Pharma to 49 days for Car Majors. Each one has a streak of 1, so it is still open whether any of them lasts past this session.

NanoenTek and LabGenomics appear in both Medical Devices and COVID (Diagnostics, Treatments, Vaccines). News about L&F that day pointed to brokerage outlooks for strong earnings.