Jul 27: 8 Strong Themes — Semiconductor Equipment, COVID (Diagnostics, Treatments, Vaccines)

July 27, 2023 · #Semiconductor Equipment #COVID (Diagnostics, Treatments, Vaccines) #Medical Devices #AI & Robotics #Mobile Games #Beauty & Cosmetics #Games #Metaverse & VR

8 strong themes — 8 recurred. Top: Semiconductor Equipment +16.1%.

Strong themes8 Top change+16.1% LeaderEO Technics

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+16.1%
COVID (Diagnostics, Treatments, Vaccines)
+13.8%
Medical Devices
+10.5%
AI & Robotics
+9.8%
Mobile Games
+9.6%
Beauty & Cosmetics
+8.7%
Games
+8.7%
Metaverse & VR
+8.2%

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
Semiconductor EquipmentEO Technics+27.12%
COVID (Diagnostics, Treatments, Vaccines)Shinpoong Pharmaceutical+30.00%
Medical DevicesT-Robotics+19.25%
AI & RoboticsT-Robotics+19.25%
Mobile GamesThumbage+16.52%
Beauty & CosmeticsAmorepacific+14.04%
GamesDragonfly GF+15.57%
Metaverse & VRDragonfly GF+15.57%

On 2023-07-27, eight themes closed strong, and every listed stock in each one finished higher. Semiconductor Equipment led with an average change of 16.11%.

EO Technics topped its theme at 27.12%. Shinpoong Pharmaceutical jumped 30.0% to lead COVID (Diagnostics, Treatments, Vaccines), which posted an average change of 13.8%.

T-Robotics led both Medical Devices and AI & Robotics, rising 19.25% on volume of 9709250 shares. Mobile Games returned after a gap of 66 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipmentrecurred after 2 days+16.1%10/10EO Technics
2COVID (Diagnostics, Treatments, Vaccines)recurred after 6 days+13.8%9/9Shinpoong Pharmaceutical
3Medical Devicesrecurred after 8 days+10.5%10/10T-Robotics
4AI & Roboticsrecurred after 6 days+9.8%10/10T-Robotics
5Mobile Gamesrecurred after 66 days+9.6%10/10Thumbage
6Beauty & Cosmeticsrecurred after 9 days+8.7%10/10Amorepacific
7Gamesrecurred after 16 days+8.7%10/10Dragonfly GF
8Metaverse & VRrecurred after 10 days+8.2%9/9Dragonfly GF

Theme by Theme

1. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
EO Technics 039030+27.1%156,100★
PSK Holdings 031980+21.6%33,500
LOTVacuum 083310+16.2%23,150
GigaVis 420770+15.0%99,500
Systems Technology 039440+14.9%29,350
Zeus 079370+14.7%18,333
Nextin 348210+14.2%84,300
Yest 122640+13.0%18,240
Laserssel 412350+12.3%13,294
Jusung Engineering 036930+12.0%26,600

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2. COVID (Diagnostics, Treatments, Vaccines) (recurred after 6 days)

StockChangeCloseLeader
Shinpoong Pharmaceutical 019170+30.0%18,200★
Seegene 096530+15.7%22,750
GeneOne Life Science 011000+13.9%20,525
Humasis 205470+13.1%11,000
SD Biosensor 137310+12.1%12,430
Quratis 348080+11.0%24,728
Ndfos 238090+10.3%2,345
Eutilex 263050+9.3%3,645
Dreamtech 192650+8.8%12,490

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3. Medical Devices (recurred after 8 days)

StockChangeCloseLeader
T-Robotics 117730+19.2%25,400★
meerecompanyIncorporated 049950+17.3%44,050
Humasis 205470+13.1%11,000
Vuno 338220+10.6%36,500
Ilooda 164060+10.4%9,300
T&R Biofab 246710+7.9%8,386
PJ Electronics 006140+6.9%5,750
Jetema 216080+6.9%12,458
BNC Korea 256840+6.8%3,070
Hans Biomed 042520+6.3%23,700

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4. AI & Robotics (recurred after 6 days)

StockChangeCloseLeader
T-Robotics 117730+19.2%25,400★
meerecompanyIncorporated 049950+17.3%44,050
Vuno 338220+10.6%36,500
Yujin Robot 056080+8.1%5,140
Moadata 288980+7.5%2,375
Artist Company 321820+7.4%3,780
RoboRobo 215100+7.0%4,340
ESTaid 239340+7.0%2,900
WISE iTech 065370+6.8%11,730
Hyulim ROBOT 090710+6.7%3,922

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5. Mobile Games (recurred after 66 days)

StockChangeCloseLeader
Thumbage 208640+16.5%3,526★
Dragonfly GF 030350+15.6%2,962
JoyCity 067000+10.2%3,175
Netmarble 251270+10.2%49,300
Wemade Play 123420+8.2%8,590
Wemade Max 101730+8.0%9,200
NHN 181710+7.2%25,250
NAVER 035420+7.0%211,500
Com2us 078340+6.8%53,400
Neowiz Holdings 042420+6.8%24,450

6. Beauty & Cosmetics (recurred after 9 days)

StockChangeCloseLeader
Amorepacific 090430+14.0%111,300★
LG H&H 051900+9.8%455,500
Jolse 018700+9.7%5,436
Aekyung Industrial 018250+9.6%24,600
Shinsegae International 031430+8.8%16,490
CLIO Cosmetics 237880+7.8%18,490
Silicon 2 257720+7.0%6,830
Cosmax 192820+7.0%103,400
KolmarBNH 200130+6.8%17,290
Hankook Cosmetics 123690+6.7%5,550

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7. Games (recurred after 16 days)

StockChangeCloseLeader
Dragonfly GF 030350+15.6%2,962★
JoyCity 067000+10.2%3,175
Netmarble 251270+10.2%49,300
Wemade Max 101730+8.0%9,200
Sonokong 066910+7.9%7,855
Skonec Entertainment 276040+7.3%8,066
NHN 181710+7.2%25,250
NAVER 035420+7.0%211,500
Com2us 078340+6.8%53,400
Neowiz Holdings 042420+6.8%24,450

8. Metaverse & VR (recurred after 10 days)

StockChangeCloseLeader
Dragonfly GF 030350+15.6%2,962★
Shindo Eng. Lab 290520+9.5%5,030
Com2uS N 291230+7.6%3,405
Skonec Entertainment 276040+7.3%8,066
NAVER 035420+7.0%211,500
Koses 089890+7.0%12,470
WISE iTech 065370+6.8%11,730
Com2us 078340+6.8%53,400
NBT 236810+6.7%8,170

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Closing Thoughts

Every theme is on a streak of 1, so the open question is whether any of them holds for more than one session. Semiconductor Equipment came back after a gap of only 2 days.

Dragonfly GF led both Games and Metaverse & VR at 15.57%, and NAVER appears in three themes. Beauty & Cosmetics, led by Amorepacific at 14.04%, completes the picture of how broad the gains were.