Dec 12: 8 Strong Themes — Political Ties (Kim Dong-yeon), Quantum Cryptography

December 12, 2024 · #Political Ties (Kim Dong-yeon) #Quantum Cryptography #Stem Cells #GLP-1 & Obesity Drugs #Cybersecurity #Semiconductor Materials & Components #Pharma #Semiconductor Equipment

8 strong themes — 4 running · 4 recurred. Top: Political Ties (Kim Dong-yeon) +23.8%.

Strong themes8 Top change+23.8% LeaderSG Global

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Kim Dong-yeon)
+23.8%
Quantum Cryptography
+9.8%
Stem Cells
+7.8%
GLP-1 & Obesity Drugs
+7.7%
Cybersecurity
+7.1%
Semiconductor Materials & Components
+7.1%
Pharma
+6.3%
Semiconductor Equipment
+6.1%

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 -
ThemeLeaderChangeTrend
Political Ties (Kim Dong-yeon)SG Global+29.94%
Quantum CryptographyCoweaver+11.93%
Stem CellsMedipost+18.60%
GLP-1 & Obesity DrugsPeptron+29.94%
CybersecurityAxgate+29.92%
Semiconductor Materials & ComponentsDuksan Techopia+15.69%
PharmaVivozon Pharmaceutical+18.21%
Semiconductor EquipmentPemtron+9.43%

On Dec 12, every stock across the eight strong themes closed higher. Political Ties (Kim Dong-yeon) led with an average change of 23.8%, back after a 447-day gap.

Quantum Cryptography extended its streak to 3 days with all 9 stocks up and an average change of 9.77%. Axgate rose 29.92% and led Cybersecurity, up for a second day.

Healthcare names also returned. Stem Cells posted an average change of 7.85% led by Medipost, while Peptron jumped 29.94% to lead GLP-1 & Obesity Drugs, averaging 7.66%. Pharma averaged 6.26%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Kim Dong-yeon)recurred after 447 days+23.8%2/2SG Global
2Quantum Cryptography3 days running+9.8%9/9Coweaver
3Stem Cellsrecurred after 93 days+7.8%10/10Medipost
4GLP-1 & Obesity Drugsrecurred after 9 days+7.7%9/9Peptron
5Cybersecurity2 days running+7.1%9/9Axgate
6Semiconductor Materials & Components2 days running+7.1%10/10Duksan Techopia
7Pharmarecurred after 14 days+6.3%10/10Vivozon Pharmaceutical
8Semiconductor Equipment2 days running+6.1%10/10Pemtron

Theme by Theme

1. Political Ties (Kim Dong-yeon) (recurred after 447 days)

StockChangeCloseLeader
SG Global 001380+29.9%3,125★
Komelon 049430+17.7%12,460

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2. Quantum Cryptography (3 days running)

StockChangeCloseLeader
Axgate 356680+29.9%9,250
Korea Computer & Systems 115500+14.7%10,700
Coweaver 056360+11.9%5,020★
Alt 172670+11.3%7,280
Wooriro 046970+9.0%1,496
RaonSecure 042510+3.9%1,996
Solid 050890+2.5%5,330
Dream Security 203650+2.5%3,730
Korea Advanced Materials 062970+2.2%1,895

3. Stem Cells (recurred after 93 days)

StockChangeCloseLeader
Medipost 078160+18.6%11,860★
Ark Solutions 203690+12.9%5,500
Byon 032980+10.2%743
Bio Solution 086820+10.0%19,600
Corestemchemon 166480+8.7%11,990
Pharmicell 005690+8.7%7,130
Tego Science 191420+2.9%13,580
Kangstem Biotech 217730+2.7%2,075
Anterogen 065660+2.5%17,090
ENCell 456070+1.2%14,960

4. GLP-1 & Obesity Drugs (recurred after 9 days)

StockChangeCloseLeader
Peptron 087010+29.9%105,900★
Inventage Lab 389470+11.2%13,980
Bluemtec 439580+6.8%13,300
Daewoong Pharma 069620+5.5%124,100
Raphas 214260+5.1%16,160
D&D Pharmatech 347850+3.4%47,100
KoBioLabs 348150+2.6%5,490
Nibec 138610+2.3%15,720
OliX Pharmaceuticals 226950+2.0%25,200

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5. Cybersecurity (2 days running)

StockChangeCloseLeader
Axgate 356680+29.9%9,250★
T Scientific 057680+6.5%1,274
SSR 275630+4.8%3,420
Bellock 424760+4.6%802
Inspien 465480+4.5%8,110
Openbase 049480+4.4%2,710
RaonSecure 042510+3.9%1,996
Initech 053350+2.9%3,765
Dream Security 203650+2.5%3,730

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6. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
HVM 295310+19.3%26,000
Duksan Techopia 317330+15.7%35,400★
WONIK Materials 104830+6.2%18,560
Welkeeps Hitech 043590+5.2%605
ISC 095340+5.0%58,800
S&S Tech 101490+4.8%26,200
Ji-tech 417500+4.5%3,000
Semcns 252990+3.4%4,065
Soulbrain 357780+3.3%177,400
FNS Tech 083500+3.2%7,980

7. Pharma (recurred after 14 days)

StockChangeCloseLeader
Vivozon Pharmaceutical 082800+18.2%8,700★
GC Biopharma 006280+7.6%168,300
SK biopharmaceuticals 326030+6.3%105,000
Daewoong Pharma 069620+5.5%124,100
Samsung Pharmaceutical 001360+4.8%1,575
Sinsin Pharmaceutical 002800+4.5%5,510
Prestige Biologics 334970+4.2%5,040
Prestige BioPharma 950210+4.2%14,960
Aprogen Biologics 003060+3.9%754
Polaris AI Pharma 041910+3.3%5,570

8. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Pemtron 168360+9.4%5,920★
JT 089790+6.6%3,640
Tse 131290+6.3%38,650
Jusung Engineering 036930+6.3%29,650
YC 232140+6.1%9,760
UniTest 086390+5.8%8,720
Rorze Systems 071280+5.4%17,870
PSK Holdings 031980+5.1%31,050
Seojin System 178320+5.1%30,000
Tfe 425420+5.0%14,570

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Closing Thoughts

Semiconductor Materials & Components averaged 7.06% and Semiconductor Equipment 6.11%, both on a second straight day. Whether the streaks extend is the next test.

Quantum Cryptography has the longest run at 3 days. Political Ties (Kim Dong-yeon) has only 2 stocks, so its 23.8% average rests on SG Global and Komelon.