Aug 7: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Pharma
8 strong themes — 4 running · 4 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +22.6%.
Strong themes8
Top change+22.6%
LeaderGenematrix
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 |
|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | Genematrix | +29.95% | |
| Pharma | Choolip & Sciences | +29.93% | |
| Biosimilars | Boryung | +10.81% | |
| Semiconductor Equipment | Wot | +16.98% | |
| GLP-1 & Obesity Drugs | Bluemtec | +6.90% | |
| HBM (High Bandwidth Memory) | Wot | +16.98% | |
| Robotics (Industrial & Collaborative) | KNR Systems | +8.84% | |
| Coupang | KCTC | +21.89% |
Healthcare dominated the Aug 7 session. COVID (Diagnostics, Treatments, Vaccines) posted an average change of 22.55%, and all 9 of its stocks rose.
Leader Genematrix rose 29.95% after news of a diagnostics supply contract. Pharma followed with an average change of 13.3%, and Biosimilars averaged 9.27%.
Chip themes came back too. HBM (High Bandwidth Memory) returned with an average change of 7.4%, and Semiconductor Equipment averaged 8.26%. Wot led both themes at 16.98%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Diagnostics, Treatments, Vaccines) | 2 days running | +22.6% | 9/9 | Genematrix |
| 2 | Pharma | 2 days running | +13.3% | 10/10 | Choolip & Sciences |
| 3 | Biosimilars | 2 days running | +9.3% | 10/10 | Boryung |
| 4 | Semiconductor Equipment | recurred after 6 days | +8.3% | 10/10 | Wot |
| 5 | GLP-1 & Obesity Drugs | 2 days running | +7.8% | 9/9 | Bluemtec |
| 6 | HBM (High Bandwidth Memory) | recurred after 7 days | +7.4% | 10/10 | Wot |
| 7 | Robotics (Industrial & Collaborative) | recurred after 15 days | +7.1% | 7/7 | KNR Systems |
| 8 | Coupang | recurred after 6 days | +6.5% | 9/9 | KCTC |
Theme by Theme
1. COVID (Diagnostics, Treatments, Vaccines) (2 days running)
- Episode: started 2024-08-06, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Genematrix 109820 | +29.9% | 3,710 | ★ |
Osangjaiel 053980 | +29.9% | 4,970 | |
Access Bio 950130 | +29.9% | 9,210 | |
Eutilex 263050 | +27.7% | 3,600 | |
EyeGene 185490 | +20.5% | 3,705 | |
LabGenomics 084650 | +20.4% | 3,710 | |
NanoenTek 039860 | +17.9% | 3,495 | |
SD Biosensor 137310 | +13.4% | 10,970 | |
PCL 241820 | +13.3% | 1,466 |
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2. Pharma (2 days running)
- Episode: started 2024-08-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Choolip & Sciences 291650 | +29.9% | 3,820 | ★ |
Korea Arlico Pharm 260660 | +20.9% | 5,340 | |
Hanall Biopharma 009420 | +11.6% | 35,600 | |
Daewoong Pharma 069620 | +10.9% | 129,400 | |
Boryung 003850 | +10.8% | 10,870 | |
Union Korea Pharm 080720 | +10.4% | 6,070 | |
Prestige Biologics 334970 | +10.2% | 5,340 | |
Shinpoong Pharmaceutical 019170 | +9.5% | 12,500 | |
GC WellBeing 234690 | +9.4% | 8,600 | |
PharmGen Science 004720 | +9.4% | 5,420 |
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3. Biosimilars (2 days running)
- Episode: started 2024-08-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Binex 053030 | +13.4% | 21,000 | |
Hanall Biopharma 009420 | +11.6% | 35,600 | |
Daewoong Pharma 069620 | +10.9% | 129,400 | |
Boryung 003850 | +10.8% | 10,870 | ★ |
Prestige Biologics 334970 | +10.2% | 5,340 | |
Prestige BioPharma 950210 | +9.2% | 13,230 | |
Celltrion 068270 | +8.2% | 197,000 | |
Celltrion Pharm 068760 | +7.5% | 80,000 | |
GC Biopharma 006280 | +5.4% | 148,500 | |
ISU Abxis 086890 | +5.4% | 6,460 |
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4. Semiconductor Equipment (recurred after 6 days)
- Episode: started 2024-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +17.0% | 12,400 | ★ |
YC 232140 | +10.3% | 15,780 | |
Fine Semitech 036810 | +8.9% | 28,050 | |
Zeus 079370 | +8.2% | 12,650 | |
Kctech 281820 | +8.1% | 37,550 | |
EugeneTechnology 084370 | +6.6% | 41,250 | |
Russell 217500 | +6.5% | 1,938 | |
Exicon 092870 | +5.8% | 14,490 | |
Hanwha Aerospace 012450 | +5.7% | 279,000 | |
Techwing 089030 | +5.7% | 42,950 |
5. GLP-1 & Obesity Drugs (2 days running)
- Episode: started 2024-08-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoong Pharma 069620 | +10.9% | 129,400 | |
D&D Pharmatech 347850 | +10.4% | 32,950 | |
Il Dong Pharmaceutical 249420 | +7.6% | 14,000 | |
Celltrion Pharm 068760 | +7.5% | 80,000 | |
KoBioLabs 348150 | +7.2% | 7,560 | |
Bluemtec 439580 | +6.9% | 11,930 | ★ |
OliX Pharmaceuticals 226950 | +6.6% | 14,210 | |
Daewon Pharmaceutical 003220 | +6.5% | 16,300 | |
HK inno.N 195940 | +6.4% | 40,000 |
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6. HBM (High Bandwidth Memory) (recurred after 7 days)
- Episode: started 2024-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +17.0% | 12,400 | ★ |
YC 232140 | +10.3% | 15,780 | |
Zeus 079370 | +8.2% | 12,650 | |
Kctech 281820 | +8.1% | 37,550 | |
Techwing 089030 | +5.7% | 42,950 | |
Auros Technology 322310 | +5.6% | 18,770 | |
Dit 110990 | +5.6% | 16,560 | |
Genesem 217190 | +5.3% | 8,760 | |
EO Technics 039030 | +4.8% | 156,200 | |
SK hynix 000660 | +3.4% | 169,300 |
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7. Robotics (Industrial & Collaborative) (recurred after 15 days)
- Episode: started 2024-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Haisung Aero-Robotics 059270 | +9.1% | 11,050 | |
KNR Systems 199430 | +8.8% | 8,000 | ★ |
Zeus 079370 | +8.2% | 12,650 | |
Russell 217500 | +6.5% | 1,938 | |
SP Systems 317830 | +5.9% | 6,130 | |
Woorim Power Train Solution 101170 | +5.8% | 5,990 | |
KPF 024880 | +5.6% | 4,920 |
8. Coupang (recurred after 6 days)
- Episode: started 2024-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KCTC 009070 | +21.9% | 6,460 | ★ |
Showbox 086980 | +7.6% | 3,750 | |
Dongbang Transport & Logistics 004140 | +6.4% | 2,980 | |
Atlas Link 297570 | +5.8% | 1,016 | |
Next Entertainment World 160550 | +4.3% | 2,520 | |
Danal 064260 | +4.0% | 3,275 | |
GalaxiaMoneytree 094480 | +4.0% | 6,830 | |
Dae-il 092200 | +2.6% | 4,105 | |
i-Scream Edu 289010 | +2.1% | 2,660 |
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Closing Thoughts
The COVID (Diagnostics, Treatments, Vaccines) episode lasts 7 days, from 2024-08-06 to 2024-08-12. Pharma, Biosimilars and GLP-1 & Obesity Drugs are each on a streak of 2.
Coupang came back after 6 days, with KCTC up 21.89% on news about Coupang’s quarterly sales. Robotics (Industrial & Collaborative) also returned after a 15-day gap.