Nov 17: 3 Strong Themes — Gene Therapy & Genomics, Semiconductor Equipment
3 strong themes — 1 running · 2 recurred. Top: Gene Therapy & Genomics +12.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Gene Therapy & Genomics | ToolGen | +29.83% | |
| Semiconductor Equipment | The Codi | +24.46% | |
| Construction Majors | GS Engineering & Construction | +2.53% |
On Nov 17, Gene Therapy & Genomics led the session with an average change of 12.64%. All 9 of its stocks rose, and the theme came back after a 100-day gap.
ToolGen led with a 29.83% gain, and Macrogen was close behind at 29.77%. Same-day headlines linked the move to the UK’s approval of the world’s first gene-editing therapy.
Semiconductor Equipment rose for a 4th straight session, averaging 5.67% with all 10 stocks up. The Codi led the group at 24.46%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Gene Therapy & Genomics | recurred after 100 days | +12.6% | 9/9 | ToolGen |
| 2 | Semiconductor Equipment | 4 days running | +5.7% | 10/10 | The Codi |
| 3 | Construction Majors | recurred after 36 days | +1.2% | 5/5 | GS Engineering & Construction |
Theme by Theme
1. Gene Therapy & Genomics (recurred after 100 days)
- Episode: started 2023-11-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ToolGen 199800 | +29.8% | 61,800 | ★ |
Macrogen 038290 | +29.8% | 22,450 | |
Genexine 095700 | +13.3% | 10,360 | |
GeneOne Life Science 011000 | +12.6% | 17,150 | |
KoBioLabs 348150 | +11.0% | 8,870 | |
GC Biopharma 006280 | +8.9% | 116,600 | |
Genome&Company 314130 | +3.6% | 6,385 | |
Psomagen 950200 | +2.7% | 5,250 | |
ViGenCell 308080 | +2.0% | 5,100 |
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2. Semiconductor Equipment (4 days running)
- Episode: started 2023-11-14, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
The Codi 224060 | +24.5% | 6,970 | ★ |
Nepes Ark 330860 | +7.4% | 21,150 | |
Genesem 217190 | +5.1% | 8,338 | |
Koses 089890 | +4.5% | 11,150 | |
Advanced Process Systems 265520 | +3.8% | 19,070 | |
Nextin 348210 | +3.0% | 64,200 | |
LEENO Industrial 058470 | +2.7% | 34,800 | |
Tse 131290 | +2.2% | 51,400 | |
KoMi 183300 | +1.9% | 27,655 | |
Wonik IPS 240810 | +1.7% | 35,500 |
3. Construction Majors (recurred after 36 days)
- Episode: started 2023-11-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Engineering & Construction 006360 | +2.5% | 15,810 | ★ |
Daewoo Engineering & Construction 047040 | +1.8% | 4,475 | |
Hyundai Engineering & Construction 000720 | +0.8% | 36,700 | |
DL E&c 375500 | +0.6% | 36,700 | |
Samsung C&T 028260 | +0.1% | 117,900 |
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Closing Thoughts
The open question is whether Gene Therapy & Genomics lasts beyond one day, since its episode so far covers only Nov 17. Semiconductor Equipment’s current run started on Nov 14.
Construction Majors came back after 36 days with a smaller average change of 1.16%. GS Engineering & Construction led at 2.53%, and a headline reported 6 straight days of institutional net buying.