May 9: 8 Strong Themes — Beauty & Cosmetics, Medical Devices
8 strong themes — 8 recurred. Top: Beauty & Cosmetics +12.2%.
Strong themes8
Top change+12.2%
LeaderSilicon 2
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 |
|---|---|---|---|
| Beauty & Cosmetics | Silicon 2 | +29.82% | |
| Medical Devices | Remed | +16.10% | |
| Medical AI | Deepnoid | +18.66% | |
| Steel (Small & Mid Cap) | Histeel | +18.32% | |
| Superconductors | Korea Cable T.V Chung-buk System | +18.12% | |
| Steel Pipe | Histeel | +18.32% | |
| Duty Free | Tonymoly | +1.36% | |
| REITs | ESR Kendall Square REIT | +2.89% |
On 2024-05-09, every listed theme closed with all of its member stocks higher. Beauty & Cosmetics led the session with an average change of 12.15%, and all 10 of its stocks rose.
Silicon 2 led Beauty & Cosmetics with a gain of 29.82%, closing at 20200. Same-day headlines put the move down to stronger-than-expected first-quarter results.
Medical Devices came next with an average change of 11.6%, as Classys rose 19.31% and Deepnoid rose 18.66%. Medical AI averaged 6.42%, alongside news of a Samsung M&A deal.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 7 days | +12.2% | 10/10 | Silicon 2 |
| 2 | Medical Devices | recurred after 9 days | +11.6% | 10/10 | Remed |
| 3 | Medical AI | recurred after 38 days | +6.4% | 8/8 | Deepnoid |
| 4 | Steel (Small & Mid Cap) | recurred after 16 days | +4.0% | 10/10 | Histeel |
| 5 | Superconductors | recurred after 38 days | +3.6% | 10/10 | Korea Cable T.V Chung-buk System |
| 6 | Steel Pipe | recurred after 451 days | +3.3% | 8/8 | Histeel |
| 7 | Duty Free | recurred after 9 days | +1.9% | 5/5 | Tonymoly |
| 8 | REITs | recurred after 490 days | +1.4% | 9/9 | ESR Kendall Square REIT |
Theme by Theme
1. Beauty & Cosmetics (recurred after 7 days)
- Episode: started 2024-05-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Silicon 2 257720 | +29.8% | 20,200 | ★ |
Classys 214150 | +19.3% | 48,500 | |
J2kbio 420570 | +11.6% | 19,500 | |
iFamilySC 114840 | +10.7% | 27,900 | |
ASTech 453860 | +10.1% | 32,100 | |
Apr 278470 | +9.6% | 320,000 | |
Cosmecca Korea 241710 | +9.4% | 44,200 | |
C&C International 352480 | +8.1% | 84,200 | |
Sunjin Beauty Science 086710 | +7.3% | 9,890 | |
Englewood Lab 950140 | +5.7% | 15,900 |
Related news
- [특징주]실리콘투, 올 1분기 ‘깜짝 실적’에 상한가…신고가도 기록 — 이데일리 (Korean)
- [한경유레카 특징주] 실리콘투, 1분기 실적 성장에 상한가 — 한국경제 (Korean)
- “텐베거 주식이 됐다” 1분기 역대급 실적에 실리콘투 ‘상한가’ — 머니투데이 (Korean)
2. Medical Devices (recurred after 9 days)
- Episode: started 2024-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Classys 214150 | +19.3% | 48,500 | |
Deepnoid 315640 | +18.7% | 8,520 | |
Remed 302550 | +16.1% | 3,425 | ★ |
JLK 322510 | +14.8% | 14,680 | |
L&K Biomed 156100 | +10.6% | 9,400 | |
VIOL Medical 335890 | +9.8% | 11,000 | |
Ilooda 164060 | +8.1% | 6,970 | |
Jeisys Medical 287410 | +7.7% | 10,600 | |
Won Tech 336570 | +6.4% | 11,120 | |
Hironic 149980 | +4.6% | 8,580 |
3. Medical AI (recurred after 38 days)
- Episode: started 2024-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Deepnoid 315640 | +18.7% | 8,520 | ★ |
JLK 322510 | +14.8% | 14,680 | |
DreamCIS 223250 | +9.2% | 4,205 | |
Vuno 338220 | +3.0% | 29,650 | |
Coreline Soft 384470 | +2.8% | 13,840 | |
Bistos 419540 | +1.6% | 2,205 | |
SELVAS Healthcare 208370 | +0.9% | 4,995 | |
ezCaretech 099750 | +0.5% | 16,250 |
Related news
- 삼성의 M&A 소식에…의료AI 관련 종목 동반 강세 — 한국경제 (Korean)
4. Steel (Small & Mid Cap) (recurred after 16 days)
- Episode: started 2024-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Histeel 071090 | +18.3% | 3,810 | ★ |
Shin Steel 162300 | +5.0% | 3,570 | |
Ajusteel 139990 | +3.5% | 6,290 | |
YulChon 146060 | +2.8% | 1,759 | |
Finebesteel 133820 | +2.6% | 1,360 | |
Moonbae Steel 008420 | +1.9% | 2,920 | |
Nexteel 092790 | +1.8% | 7,910 | |
Keum Kang Steel 053260 | +1.4% | 5,210 | |
KBI Dong Yang Steel Pipe 008970 | +1.1% | 1,326 | |
Bookook Steel 026940 | +1.1% | 3,150 |
5. Superconductors (recurred after 38 days)
- Episode: started 2024-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Cable T.V Chung-buk System 066790 | +18.1% | 3,715 | ★ |
Shinsung Delta Tech 065350 | +4.8% | 76,000 | |
LS ELECTRIC 010120 | +3.8% | 171,200 | |
Hanyang Eng 045100 | +3.2% | 20,650 | |
Dcksung 004830 | +2.1% | 8,760 | |
Ascendio 012170 | +2.0% | 1,038 | |
SuNAM 294630 | +0.9% | 5,300 | |
Power Logics 047310 | +0.5% | 8,000 | |
Inzi Controls 023800 | +0.3% | 7,570 | |
Vitzro Tech 042370 | +0.2% | 11,370 |
Related news
- [장중수급포착] 씨씨에스, 외국인 10.50만 주 대량 순매수… 주가 +16.53% — 뉴스핌 (Korean)
6. Steel Pipe (recurred after 451 days)
- Episode: started 2024-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Histeel 071090 | +18.3% | 3,810 | ★ |
YulChon 146060 | +2.8% | 1,759 | |
Nexteel 092790 | +1.8% | 7,910 | |
Irem 009730 | +1.8% | 1,895 | |
KBI Dong Yang Steel Pipe 008970 | +1.1% | 1,326 | |
Ust 263770 | +0.4% | 2,815 | |
Husteel 005010 | +0.3% | 4,570 | |
Korea Castiron Pipe Ind 000970 | +0.1% | 6,470 |
7. Duty Free (recurred after 9 days)
- Episode: started 2024-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Global Tax Free 204620 | +4.8% | 4,820 | |
Shinsegae 004170 | +2.2% | 177,100 | |
Tonymoly 214420 | +1.4% | 8,930 | ★ |
Hotel Shilla 008770 | +1.2% | 59,600 | |
JTC 950170 | +0.2% | 5,450 |
Related news
- KB證 “신세계 면세점 영업익 전망치 37% 하향…목표가↓” — 서울경제 (Korean)
- KB證 “신세계 면세점 매출 회복 지연에 목표가↓” — 아주경제 (Korean)
8. REITs (recurred after 490 days)
- Episode: started 2024-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ESR Kendall Square REIT 365550 | +2.9% | 4,810 | ★ |
Mirae Asset Global REIT 396690 | +1.9% | 3,250 | |
Igis Residence Reit 350520 | +1.6% | 4,185 | |
Koramco Life Infra Reit 357120 | +1.3% | 4,820 | |
Koramco The One Reit 417310 | +1.0% | 5,010 | |
SK Reit 395400 | +0.9% | 4,270 | |
Lotte Reit 330590 | +0.9% | 3,340 | |
NH All-One REIT 400760 | +0.8% | 3,580 | |
K-top Reits 145270 | +0.8% | 1,015 |
Related news
- [특징주]리츠, 투자 환경 개선 중…추가 주주환원도 기대 — 아시아경제 (Korean)
Closing Thoughts
All of these themes were recurrences, and Beauty & Cosmetics came back after a 7-day gap. Its episode runs from 2024-05-09 to 2024-05-10, while every other theme lasted a single session.
Steel Pipe came back after a 451-day gap with an average change of 3.33%, and REITs came back after 490 days at 1.35%. The open question is whether these long-quiet groups keep their breadth.