May 29: 8 Strong Themes — Beauty & Cosmetics, Cooling Systems (Immersion Cooling)
8 strong themes — 3 running · 4 recurred · 1 new. Top: Beauty & Cosmetics +13.0%.
Strong themes8
Top change+13.0%
LeaderBeautyskin
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 | Beautyskin | +22.00% | |
| Cooling Systems (Immersion Cooling) | Wot | +27.18% | |
| Semiconductor Equipment | Wot | +27.18% | |
| Dementia | TimeX AI | +29.98% | |
| HBM (High Bandwidth Memory) | Wot | +27.18% | |
| Bicycles | Samchuly Bicycle | +14.40% | |
| iPhone Supply Chain | ITM Semiconductor | +5.21% | |
| Stem Cells | Pharmicell | +2.70% |
On 2024-05-29, Beauty & Cosmetics led the strong themes with an average change of 12.97%, and all 9 of its stocks rose. J2kbio gained 29.98% and leader Beautyskin 22.0%, bringing the streak to 4.
Wot surged 27.18% and led three themes: Cooling Systems (Immersion Cooling), Semiconductor Equipment and HBM (High Bandwidth Memory). The cooling theme was new, averaging 8.79%.
Dementia returned after a 15-day gap, averaging 7.94%, as TimeX AI rose 29.98% and Shaperon 29.75%. Bicycles reappeared after a 722-day gap, led by Samchuly Bicycle at 14.4%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | 4 days running | +13.0% | 9/9 | Beautyskin |
| 2 | Cooling Systems (Immersion Cooling) | new | +8.8% | 7/7 | Wot |
| 3 | Semiconductor Equipment | 3 days running | +8.2% | 10/10 | Wot |
| 4 | Dementia | recurred after 15 days | +7.9% | 10/10 | TimeX AI |
| 5 | HBM (High Bandwidth Memory) | recurred after 2 days | +6.3% | 8/8 | Wot |
| 6 | Bicycles | recurred after 722 days | +5.5% | 3/3 | Samchuly Bicycle |
| 7 | iPhone Supply Chain | recurred after 15 days | +3.3% | 7/7 | ITM Semiconductor |
| 8 | Stem Cells | 2 days running | +3.2% | 8/8 | Pharmicell |
Theme by Theme
1. Beauty & Cosmetics (4 days running)
- Episode: started 2024-05-24, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
J2kbio 420570 | +30.0% | 32,950 | |
Beautyskin 406820 | +22.0% | 24,400 | ★ |
Tonymoly 214420 | +13.2% | 10,710 | |
iFamilySC 114840 | +12.0% | 39,300 | |
ASTech 453860 | +10.5% | 50,400 | |
Cosmecca Korea 241710 | +8.1% | 51,600 | |
Hankook Cosmetics Manufacturing 003350 | +8.0% | 48,800 | |
Kolmar Korea 161890 | +6.6% | 56,700 | |
Able C&C 078520 | +6.4% | 9,790 |
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2. Cooling Systems (Immersion Cooling) (new)
- Episode: started 2024-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +27.2% | 11,790 | ★ |
Union Semiconductor Equipment Co.,ltd; 036200 | +15.8% | 11,940 | |
GlobalStandardTechnology 083450 | +6.8% | 48,250 | |
3S Korea 060310 | +6.5% | 2,935 | |
K-ensol 053080 | +3.0% | 19,590 | |
GS Holdings 078930 | +1.2% | 43,700 | |
LG Electronics 066570 | +1.1% | 110,500 |
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- “AI, 열을 식혀라” 냉각시스템 종목들 폭등 — 파이낸셜뉴스 (Korean)
3. Semiconductor Equipment (3 days running)
- Episode: started 2024-05-27, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +27.2% | 11,790 | ★ |
Union Semiconductor Equipment Co.,ltd; 036200 | +15.8% | 11,940 | |
Laserssel 412350 | +11.2% | 11,570 | |
GlobalStandardTechnology 083450 | +6.8% | 48,250 | |
Justem 417840 | +4.3% | 12,940 | |
JT 089790 | +4.3% | 8,820 | |
HANMI Semiconductor 042700 | +3.8% | 169,200 | |
Imt 451220 | +3.2% | 23,950 | |
K-ensol 053080 | +3.0% | 19,590 | |
JNB 452160 | +2.8% | 10,420 |
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4. Dementia (recurred after 15 days)
- Episode: started 2024-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TimeX AI 304840 | +30.0% | 3,750 | ★ |
Shaperon 378800 | +29.8% | 2,290 | |
Voronoi 310210 | +6.6% | 41,000 | |
Reyon Pharmaceutical 102460 | +3.0% | 14,420 | |
Inventage Lab 389470 | +2.9% | 10,420 | |
Peptron 087010 | +2.0% | 37,550 | |
Icure Pharmaceutical Incorporation 175250 | +1.4% | 1,960 | |
HLB Pharmaceutical 047920 | +1.3% | 23,000 | |
Hyper 065650 | +1.3% | 1,441 | |
CTC Bio 060590 | +1.1% | 8,050 |
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5. HBM (High Bandwidth Memory) (recurred after 2 days)
- Episode: started 2024-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +27.2% | 11,790 | ★ |
Laserssel 412350 | +11.2% | 11,570 | |
HANMI Semiconductor 042700 | +3.8% | 169,200 | |
Imt 451220 | +3.2% | 23,950 | |
Openedges Technology 394280 | +2.6% | 25,250 | |
PSK Holdings 031980 | +1.0% | 51,900 | |
Mirai Semiconductors 254490 | +0.6% | 17,660 | |
MKElectron 033160 | +0.6% | 12,440 |
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6. Bicycles (recurred after 722 days)
- Episode: started 2024-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samchuly Bicycle 024950 | +14.4% | 5,720 | ★ |
Alton 123750 | +1.4% | 1,953 | |
Victek 065450 | +0.5% | 4,725 |
7. iPhone Supply Chain (recurred after 15 days)
- Episode: started 2024-05-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BHCo 090460 | +6.8% | 24,500 | |
ITM Semiconductor 084850 | +5.2% | 22,200 | ★ |
LG Innotek 011070 | +3.3% | 247,500 | |
Ndfos 238090 | +3.1% | 4,200 | |
HyVISION SYSTEM 126700 | +3.0% | 24,200 | |
Youngpoong 000670 | +1.4% | 375,000 | |
Derkwoo Electronics 263600 | +0.4% | 8,080 |
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8. Stem Cells (2 days running)
- Episode: started 2024-05-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB Life Science 067630 | +7.3% | 10,750 | |
Metacare 118000 | +5.5% | 6,000 | |
Byon 032980 | +4.0% | 1,222 | |
Pharmicell 005690 | +2.7% | 5,700 | ★ |
HLB 028300 | +2.2% | 66,100 | |
Anterogen 065660 | +1.8% | 15,210 | |
Medipost 078160 | +1.3% | 6,850 | |
Naturecell 007390 | +0.7% | 11,680 |
Closing Thoughts
Semiconductor Equipment has a streak of 3, with all 10 stocks up, and the next test is whether it extends. Cooling Systems (Immersion Cooling) will show whether a one-day debut can turn into a run.
In iPhone Supply Chain, LG Innotek rose 3.34% amid news of AI iPhone expectations. Stem Cells extended its streak to 2, averaging 3.18%.