Aug 8: 6 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Mpox
6 strong themes — 1 running · 5 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +22.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | PCL | +29.95% | |
| Mpox | Genematrix | +29.92% | |
| Masks | KM | +26.71% | |
| Construction Majors | GS Engineering & Construction | +11.28% | |
| Shipbuilding | HD Korea Shipbuilding & Offshore Engineering | +7.03% | |
| Cannabis | Wooree Bio | +3.13% |
On Aug 8, COVID (Diagnostics, Treatments, Vaccines) led the session with an average change of 22.14%. All 9 of its stocks rose, on a 3-day streak.
PCL topped the theme at 29.95%, with Genematrix at 29.92% and GC Medical Science at 29.89%. Humasis drew the heaviest volume at 118447944 shares.
Related themes followed: Mpox returned after a 469-day gap with an average change of 14.91%, and Masks rose 12.54% on average. Every stock in both themes closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Diagnostics, Treatments, Vaccines) | 3 days running | +22.1% | 9/9 | PCL |
| 2 | Mpox | recurred after 469 days | +14.9% | 9/9 | Genematrix |
| 3 | Masks | recurred after 132 days | +12.5% | 10/10 | KM |
| 4 | Construction Majors | recurred after 8 days | +5.4% | 5/5 | GS Engineering & Construction |
| 5 | Shipbuilding | recurred after 2 days | +4.6% | 5/5 | HD Korea Shipbuilding & Offshore Engineering |
| 6 | Cannabis | recurred after 10 days | +2.1% | 3/3 | Wooree Bio |
Theme by Theme
1. COVID (Diagnostics, Treatments, Vaccines) (3 days running)
- Episode: started 2024-08-06, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
PCL 241820 | +29.9% | 1,905 | ★ |
Genematrix 109820 | +29.9% | 4,820 | |
GC Medical Science 142280 | +29.9% | 5,650 | |
Osang Healthcare 036220 | +24.4% | 18,480 | |
Seegene 096530 | +19.8% | 27,850 | |
Humasis 205470 | +19.4% | 2,615 | |
GeneOne Life Science 011000 | +18.1% | 3,845 | |
QuantaMatrix 317690 | +15.8% | 22,000 | |
Kbio Labs 038530 | +11.9% | 300 |
Related news
- [MTN머니로 상한가 포착] 코로나19 테마 상승, 피씨엘 급등 — 머니투데이 (Korean)
2. Mpox (recurred after 469 days)
- Episode: started 2024-08-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Genematrix 109820 | +29.9% | 4,820 | ★ |
GC Medical Science 142280 | +29.9% | 5,650 | |
Seegene 096530 | +19.8% | 27,850 | |
Humasis 205470 | +19.4% | 2,615 | |
Boditech Med 206640 | +8.6% | 18,740 | |
GC 005250 | +7.7% | 16,290 | |
Bioneercorporation 064550 | +7.5% | 36,800 | |
Pharmicell 005690 | +6.8% | 5,340 | |
Access Bio 950130 | +4.6% | 9,630 |
Related news
- [특징주] 진매트릭스, 유럽 체외시장 선두 엘리텍그룹과 분자진단제품 전세계 판매 위한 공급계약 체결 강세 — 이투데이 (Korean)
- 코로나 재확산 조짐…진매트릭스·녹십자엠에스 ‘상한가’ — 머니투데이 (Korean)
3. Masks (recurred after 132 days)
- Episode: started 2024-08-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GC Medical Science 142280 | +29.9% | 5,650 | |
KM 083550 | +26.7% | 4,530 | ★ |
Kukje Pharma 002720 | +16.0% | 7,480 | |
Welcron 065950 | +13.1% | 2,635 | |
Monalisa 012690 | +9.3% | 3,340 | |
Lemon 294140 | +8.9% | 4,585 | |
Cntus 352700 | +6.9% | 3,085 | |
Kmpharmaceutical 225430 | +5.3% | 831 | |
KleanNara 004540 | +4.8% | 2,290 | |
Hancom Lifecare 372910 | +4.4% | 4,720 |
Related news
- [특징주] 코로나19 재확산 조짐에 관련주 급등…진단키트부터 마스크까지 — 아주경제 (Korean)
4. Construction Majors (recurred after 8 days)
- Episode: started 2024-08-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Engineering & Construction 006360 | +11.3% | 18,640 | ★ |
DL E&c 375500 | +5.7% | 30,850 | |
Daewoo Engineering & Construction 047040 | +5.6% | 3,885 | |
Hyundai Engineering & Construction 000720 | +4.3% | 31,200 | |
Samsung C&T 028260 | +0.2% | 138,100 |
Related news
- [장중수급포착] GS건설, 외국인/기관 동시 순매수… 주가 +8.90% — 뉴스핌 (Korean)
- [리포트 브리핑]GS건설, ‘반전의 계기 마련’ 목표가 25,000원 - BNK투자증권 — 뉴스핌 (Korean)
5. Shipbuilding (recurred after 2 days)
- Episode: started 2024-08-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +7.0% | 205,500 | ★ |
HD Hyundai Heavy Industries 329180 | +5.4% | 216,000 | |
HD Hyundai Mipo 010620 | +4.4% | 111,300 | |
Hanwha Ocean 042660 | +3.1% | 31,350 | |
Samsung Heavy Industries 010140 | +3.1% | 10,920 |
6. Cannabis (recurred after 10 days)
- Episode: started 2024-08-08, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Wooree Bio 082850 | +3.1% | 5,280 | ★ |
BNC Korea 256840 | +2.0% | 6,000 | |
Hwail Pharm 061250 | +1.1% | 1,849 |
Closing Thoughts
The open question is whether COVID (Diagnostics, Treatments, Vaccines) extends its 3-day streak. Mpox and Masks are 1-day episodes so far; follow-through is the next signal.
Outside healthcare, Construction Majors averaged 5.41%, led by GS Engineering & Construction at 11.28%. Shipbuilding added 4.61% on average and Cannabis 2.11%.