Feb 16: 8 Strong Themes — Telemedicine, Battery

February 16, 2024 · #Telemedicine #Battery #EV #Medical AI #Petrochemicals #Toss #ChatGPT & AI Chatbots #Securities Brokers

8 strong themes — 3 running · 5 recurred. Top: Telemedicine +15.3%.

Strong themes8 Top change+15.3% LeaderCarelabs

Average change by strong theme

Average change of member stocks, by theme · descending
Telemedicine
+15.3%
Battery
+9.7%
EV
+9.4%
Medical AI
+8.5%
Petrochemicals
+5.2%
Toss
+5.2%
ChatGPT & AI Chatbots
+4.5%
Securities Brokers
+4.3%

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
TelemedicineCarelabs+29.93%
BatteryTCC Steel+15.87%
EViA+20.05%
Medical AIInsung Information+29.85%
PetrochemicalsKorea Petro Chemical Ind+10.63%
TossE-world+13.97%
ChatGPT & AI ChatbotsSelvas AI+3.15%
Securities BrokersSamsung Securities+7.99%

Telemedicine led the Feb 16 session with an average change of 15.34%, all 9 stocks rising. Carelabs topped the group at 29.93%, with Insung Information close behind at 29.85%.

Battery extended its streak to 3 days at an average change of 9.73%, led by TCC Steel at 15.87%. News headlines tied the move to a rally in Tesla shares.

EV posted a 6-day streak with an average change of 9.4%, all 10 stocks higher. iA led at 20.05%, while Hyundai Motor and Samsung SDI gained 5.21% and 4.79%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Telemedicine2 days running+15.3%9/9Carelabs
2Battery3 days running+9.7%10/10TCC Steel
3EV6 days running+9.4%10/10iA
4Medical AIrecurred after 24 days+8.5%8/8Insung Information
5Petrochemicalsrecurred after 22 days+5.2%9/9Korea Petro Chemical Ind
6Tossrecurred after 37 days+5.2%4/4E-world
7ChatGPT & AI Chatbotsrecurred after 21 days+4.5%8/8Selvas AI
8Securities Brokersrecurred after 9 days+4.3%10/10Samsung Securities

Theme by Theme

1. Telemedicine (2 days running)

StockChangeCloseLeader
Carelabs 263700+29.9%5,730★
Insung Information 033230+29.9%5,090
GC MediAI 032620+23.3%6,200
BITComputer 032850+14.0%8,380
ezCaretech 099750+10.7%20,550
Bluemtec 439580+8.8%20,250
Tomatosystem 393210+8.8%4,470
INFINITT Healthcare 071200+7.9%5,850
NanoenTek 039860+4.8%3,595

2. Battery (3 days running)

StockChangeCloseLeader
TCC Steel 002710+15.9%65,700★
Youlchon Chemical 008730+12.6%45,250
Wooshin Systems 017370+11.9%10,000
Chemtros 220260+11.1%8,040
Korea Petro Chemical Ind 006650+10.6%150,900
Top Material 360070+8.7%71,000
Dongwon Systems 014820+7.3%34,700
Yujin Technology 240600+6.7%11,760
Sama Aluminium 006110+6.4%99,500
Cosmo Advanced Materials & Technology 005070+6.2%175,800

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3. EV (6 days running)

StockChangeCloseLeader
iA 038880+20.1%521★
Samwha Electronics 011230+14.8%4,910
Neooto 212560+12.7%10,640
Wooshin Systems 017370+11.9%10,000
Woory Industrial 215360+7.8%15,380
Cosmo Advanced Materials & Technology 005070+6.2%175,800
Solus Advanced Materials 336370+6.2%12,080
Hyundai Motor 005380+5.2%252,500
Samsung SDI 006400+4.8%404,500
Hyundai Industrial 170030+4.3%8,030

4. Medical AI (recurred after 24 days)

StockChangeCloseLeader
Insung Information 033230+29.9%5,090★
ezCaretech 099750+10.7%20,550
Tomatosystem 393210+8.8%4,470
Lunit 328130+5.7%61,700
Pharos iBio 388870+3.7%13,600
SELVAS Healthcare 208370+3.4%6,640
Selvas AI 108860+3.1%19,640
Cellumed 049180+3.1%2,135

5. Petrochemicals (recurred after 22 days)

StockChangeCloseLeader
Korea Petro Chemical Ind 006650+10.6%150,900★
Taekwang Industrial 003240+7.1%893,000
SK Chemicals 285130+6.0%70,100
Hyosung Chemical 298000+4.9%74,500
Lotte Chemical 011170+4.6%137,300
LG Chem 051910+4.2%504,000
Hanwha Solutions 009830+4.2%33,600
SK Innovation 096770+3.9%127,100
Green Chemical 083420+1.5%7,300

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6. Toss (recurred after 37 days)

StockChangeCloseLeader
E-world 084680+14.0%2,325★
Hana Financial Group 086790+5.1%55,700
Korea Electronic Certification Authority 041460+1.1%4,680
DaishinInformation 020180+0.5%1,121

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7. ChatGPT & AI Chatbots (recurred after 21 days)

StockChangeCloseLeader
Hancom 030520+15.2%30,300
Samsung SDS 018260+4.9%157,600
Global Tax Free 204620+4.0%4,650
Polaris Office 041020+3.6%6,990
Selvas AI 108860+3.1%19,640★
BRIDGETECCorp 064480+2.7%8,300
Flitto 300080+1.2%36,650
Maum.ai 377480+1.1%28,000

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8. Securities Brokers (recurred after 9 days)

StockChangeCloseLeader
Samsung Securities 016360+8.0%41,200★
Mirae Asset Securities 006800+6.7%8,950
Eugene Investment & Securities 001200+6.5%3,855
Korea Investment Holdings 071050+6.3%69,600
Kyobo Securities 030610+3.0%5,410
KIWOOM Securities 039490+3.0%119,300
Bookook Securities 001270+2.7%24,750
NH Investment & Securities 005940+2.2%11,580
Yuanta Securities Korea 003470+2.2%2,830
Hyundai Motor Securities 001500+2.0%9,480

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Closing Thoughts

Medical AI returned after a 24-day gap with an average change of 8.54%, led by Insung Information. Telemedicine’s episode extends to 2024-02-19, so the overlap bears watching.

Other returning themes include Toss, where E-world rose 13.97%, and Securities Brokers at an average change of 4.26%. Whether these one-day episodes extend is the open question.