Feb 23: 8 Strong Themes — Neuromorphic Semiconductors, Metaverse & VR
8 strong themes — 2 running · 6 recurred. Top: Neuromorphic Semiconductors +13.3%.
Strong themes8
Top change+13.3%
LeaderNC&
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Neuromorphic Semiconductors | NC& | +22.09% | |
| Metaverse & VR | Davolink | +30.00% | |
| System Semiconductors | NC& | +22.09% | |
| Moderna | N2tech | +19.57% | |
| GLP-1 & Obesity Drugs | Dx & Vx | +3.56% | |
| Cancer Immunotherapy | MedPacto | +16.01% | |
| Pharma | Samsung Pharmaceutical | +4.51% | |
| Telemedicine | GC MediAI | +15.27% |
Semiconductors led the Feb 23 session. Neuromorphic Semiconductors posted an average change of 13.33%, with all 4 of its stocks rising on day 2 of its streak.
System Semiconductors stretched its run to 3 days with an average change of 10.18%, and all 10 of its names rose. NC& led both chip themes with a gain of 22.09%.
Metaverse & VR came back after a 15-day gap with an average change of 10.47%. Its leader, Davolink, jumped 30.0% as news reported a new superconductor business.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Neuromorphic Semiconductors | 2 days running | +13.3% | 4/4 | NC& |
| 2 | Metaverse & VR | recurred after 15 days | +10.5% | 8/8 | Davolink |
| 3 | System Semiconductors | 3 days running | +10.2% | 10/10 | NC& |
| 4 | Moderna | recurred after 51 days | +6.9% | 4/4 | N2tech |
| 5 | GLP-1 & Obesity Drugs | recurred after 31 days | +5.9% | 9/9 | Dx & Vx |
| 6 | Cancer Immunotherapy | recurred after 3 days | +5.4% | 10/10 | MedPacto |
| 7 | Pharma | recurred after 3 days | +4.9% | 9/9 | Samsung Pharmaceutical |
| 8 | Telemedicine | recurred after 4 days | +4.2% | 8/8 | GC MediAI |
Theme by Theme
1. Neuromorphic Semiconductors (2 days running)
- Episode: started 2024-02-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
NC& 092600 | +22.1% | 2,515 | ★ |
Asicland 445090 | +20.2% | 72,100 | |
Zaram Technology 389020 | +7.0% | 46,950 | |
Nepes Ark 330860 | +4.1% | 40,750 |
2. Metaverse & VR (recurred after 15 days)
- Episode: started 2024-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Davolink 340360 | +30.0% | 3,705 | ★ |
Eone Diagnomics Genome Center 245620 | +29.8% | 536 | |
NEWFLEXTECHNOLGYCo 085670 | +9.6% | 9,590 | |
XIIlab 189330 | +5.7% | 12,690 | |
Com2uS N 291230 | +4.9% | 3,535 | |
CJ ENM 035760 | +1.8% | 82,900 | |
Giantstep 289220 | +1.1% | 12,220 | |
LG Uplus 032640 | +0.9% | 10,380 |
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3. System Semiconductors (3 days running)
- Episode: started 2024-02-21, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
NC& 092600 | +22.1% | 2,515 | ★ |
Asicland 445090 | +20.2% | 72,100 | |
ADTechnology 200710 | +15.4% | 36,350 | |
Zinitix 303030 | +11.6% | 1,959 | |
KohYoungTechnology 098460 | +10.5% | 21,350 | |
Zaram Technology 389020 | +7.0% | 46,950 | |
Fadu 440110 | +5.0% | 21,200 | |
Nepes Ark 330860 | +4.1% | 40,750 | |
SK hynix 000660 | +3.1% | 161,400 | |
Gaonchips 399720 | +2.9% | 113,500 |
4. Moderna (recurred after 51 days)
- Episode: started 2024-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
N2tech 227950 | +19.6% | 721 | ★ |
ST Pharm 237690 | +7.5% | 66,300 | |
GC Biopharma 006280 | +0.4% | 118,500 | |
Psomagen 950200 | +0.2% | 4,955 |
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5. GLP-1 & Obesity Drugs (recurred after 31 days)
- Episode: started 2024-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Peptron 087010 | +16.0% | 29,350 | |
OliX Pharmaceuticals 226950 | +7.5% | 16,650 | |
Inventage Lab 389470 | +6.7% | 13,120 | |
BNC Korea 256840 | +5.4% | 4,205 | |
Celltrion Pharm 068760 | +4.4% | 104,900 | |
Yuhan 000100 | +4.2% | 67,000 | |
KoBioLabs 348150 | +4.0% | 9,380 | |
Dx & Vx 180400 | +3.6% | 4,950 | ★ |
Daebonglsco 078140 | +1.6% | 9,010 |
6. Cancer Immunotherapy (recurred after 3 days)
- Episode: started 2024-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MedPacto 235980 | +16.0% | 13,190 | ★ |
OSCOTECInc 039200 | +6.3% | 22,850 | |
GC Cell 144510 | +6.2% | 41,200 | |
ABL Bio 298380 | +5.9% | 22,500 | |
Qurient 115180 | +5.1% | 3,805 | |
Yuhan 000100 | +4.2% | 67,000 | |
GI Innovation 358570 | +3.6% | 10,520 | |
Aptabio Therapeutics 293780 | +2.3% | 7,120 | |
AbClon 174900 | +2.2% | 13,500 | |
Vaxcell-Bio Therapeutics 323990 | +2.2% | 20,350 |
7. Pharma (recurred after 3 days)
- Episode: started 2024-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ST Pharm 237690 | +7.5% | 66,300 | |
Samil Pharmaceutical 000520 | +7.3% | 9,730 | |
Sam Chun Dang Pharm 000250 | +6.1% | 73,500 | |
Samsung Pharmaceutical 001360 | +4.5% | 2,200 | ★ |
Celltrion Pharm 068760 | +4.4% | 104,900 | |
GC WellBeing 234690 | +4.2% | 10,900 | |
Yuhan 000100 | +4.2% | 67,000 | |
Handok 002390 | +3.4% | 14,270 | |
Theragen Etex 066700 | +2.8% | 4,250 |
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8. Telemedicine (recurred after 4 days)
- Episode: started 2024-02-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GC MediAI 032620 | +15.3% | 7,170 | ★ |
BITComputer 032850 | +5.9% | 8,310 | |
Rsupport 131370 | +4.3% | 4,870 | |
Macrogen 038290 | +2.6% | 22,050 | |
GC 005250 | +2.0% | 16,960 | |
JLK 322510 | +1.6% | 16,400 | |
INFINITT Healthcare 071200 | +1.2% | 5,770 | |
ezCaretech 099750 | +1.2% | 19,920 |
Closing Thoughts
Every healthcare theme on the list returned on Feb 23, from Moderna at an average change of 6.91% to Telemedicine at 4.25%. N2tech led the Moderna group with a gain of 19.57%.
The next question is whether System Semiconductors can extend its 3-day streak. Breadth also stands out: every stock in all 8 themes closed higher.