Jan 8: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment

January 8, 2025 · #COVID (Diagnostics, Treatments, Vaccines) #Semiconductor Equipment #Semiconductor Materials & Components #HBM (High Bandwidth Memory) #Medical Devices #Shipbuilding Equipment #Pharma #Masks

8 strong themes — 2 running · 6 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +11.3%.

Strong themes8 Top change+11.3% LeaderMetacare

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+11.3%
Semiconductor Equipment
+10.8%
Semiconductor Materials & Components
+8.8%
HBM (High Bandwidth Memory)
+8.3%
Medical Devices
+6.5%
Shipbuilding Equipment
+5.9%
Pharma
+4.9%
Masks
+2.8%

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
COVID (Diagnostics, Treatments, Vaccines)Metacare+14.92%
Semiconductor EquipmentApact+8.32%
Semiconductor Materials & ComponentsRam Technology+12.08%
HBM (High Bandwidth Memory)Wot+8.02%
Medical DevicesMetacare+14.92%
Shipbuilding EquipmentHanwha Engine+13.27%
PharmaWsi+14.21%
MasksGC Medical Science+8.92%

COVID (Diagnostics, Treatments, Vaccines) led the 2025-01-08 session with an average change of 11.32%, and all 9 of its stocks rose. Kbio Labs posted the largest gain at 29.65%.

Chip themes followed closely. Semiconductor Equipment averaged 10.81%, and HANMI Semiconductor was its top gainer at 14.31%. Semiconductor Materials & Components averaged 8.77% and HBM (High Bandwidth Memory) 8.33%.

Five themes came back after gaps of 2 to 5 days. Masks came back after 40 days with an average change of 2.75%. Shipbuilding Equipment and Pharma each ran a streak of 2.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Diagnostics, Treatments, Vaccines)recurred after 2 days+11.3%9/9Metacare
2Semiconductor Equipmentrecurred after 2 days+10.8%10/10Apact
3Semiconductor Materials & Componentsrecurred after 2 days+8.8%10/10Ram Technology
4HBM (High Bandwidth Memory)recurred after 2 days+8.3%10/10Wot
5Medical Devicesrecurred after 5 days+6.5%9/9Metacare
6Shipbuilding Equipment2 days running+5.9%10/10Hanwha Engine
7Pharma2 days running+4.9%10/10Wsi
8Masksrecurred after 40 days+2.8%10/10GC Medical Science

Theme by Theme

1. COVID (Diagnostics, Treatments, Vaccines) (recurred after 2 days)

StockChangeCloseLeader
Kbio Labs 038530+29.6%293
Metacare 118000+14.9%339★
GeneOne Life Science 011000+12.4%2,710
Aribiolab 261780+9.2%3,550
GC Medical Science 142280+8.9%4,455
Quratis 348080+8.1%603
Aptabio Therapeutics 293780+7.0%7,490
Cellid 299660+6.4%6,010
Genolution 225220+5.2%2,510

2. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
HANMI Semiconductor 042700+14.3%115,800
YC 232140+13.2%12,250
Tfe 425420+12.6%20,600
Auros Technology 322310+12.5%22,500
KoMi 183300+11.7%43,100
Fine Semitech 036810+10.4%18,320
Intekplus 064290+8.5%12,750
Kctech 281820+8.4%32,400
Apact 200470+8.3%2,670★
JT 089790+8.2%4,475

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3. Semiconductor Materials & Components (recurred after 2 days)

StockChangeCloseLeader
Ram Technology 171010+12.1%4,545★
Fine Semitech 036810+10.4%18,320
DNFCo 092070+9.6%10,600
WONIK QnC 074600+9.1%20,750
Hana Materials 166090+9.0%27,200
Kctech 281820+8.4%32,400
Micro Contact Solution 098120+7.5%5,890
Micro2nano 424980+7.2%7,260
S&S Tech 101490+7.2%29,700
ENF Technology 102710+7.2%20,600

4. HBM (High Bandwidth Memory) (recurred after 2 days)

StockChangeCloseLeader
HANMI Semiconductor 042700+14.3%115,800
YC 232140+13.2%12,250
Auros Technology 322310+12.5%22,500
Kctech 281820+8.4%32,400
Wot 396470+8.0%9,560★
EO Technics 039030+5.9%172,400
Genesem 217190+5.8%7,780
PSK Holdings 031980+5.6%49,150
Systems Technology 039440+5.1%20,650
Zeus 079370+4.5%13,570

5. Medical Devices (recurred after 5 days)

StockChangeCloseLeader
Metacare 118000+14.9%339★
Wsi 299170+14.2%1,760
Jetema 216080+5.5%7,690
Genolution 225220+5.2%2,510
Protia 303360+4.9%3,000
NanoenTek 039860+3.5%4,310
Samsung Electronics 005930+3.4%57,300
Humasis 205470+3.4%2,040
i-SENS 099190+3.0%16,020

6. Shipbuilding Equipment (2 days running)

StockChangeCloseLeader
Hanwha Engine 082740+13.3%21,850★
S&W 103230+7.8%3,475
HD-Hyundai Marine Engine 071970+7.0%25,800
KSP 073010+6.9%4,640
Cape Industries 064820+4.9%5,970
Il Seung 333430+4.8%4,910
Samyoung M-tek C0 054540+4.3%4,900
Daeyang Electric 108380+4.1%13,940
Samyung ENC 065570+2.9%1,622
HD Hyundai Marine Solution 443060+2.8%163,300

7. Pharma (2 days running)

StockChangeCloseLeader
Wsi 299170+14.2%1,760★
Yuhan 000100+10.1%133,700
ChoA Pharmaceutical 034940+4.7%1,066
Choolip & Sciences 291650+4.2%1,209
Hwail Pharm 061250+3.4%1,355
Kukjeon 307750+2.8%3,830
Polaris AI Pharma 041910+2.6%5,900
Reyon Pharmaceutical 102460+2.5%14,050
Samsung Biologics 207940+2.5%1,008,000
SK Bioscience 302440+1.8%51,900

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8. Masks (recurred after 40 days)

StockChangeCloseLeader
GC Medical Science 142280+8.9%4,455★
ChoA Pharmaceutical 034940+4.7%1,066
Welcron 065950+3.6%2,585
Medience 014100+2.9%2,870
Clean & Science 045520+2.1%5,000
Tongyang 001520+1.6%711
JW Pharmaceutical 001060+1.4%25,100
Lemon 294140+0.8%3,065
Agabang&company 013990+0.8%5,400
KleanNara 004540+0.6%2,385

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Closing Thoughts

The streak data shows that Shipbuilding Equipment (5.88%) and Pharma (4.89%) have risen in consecutive sessions since Jan 7. Hanwha Engine led shipbuilding with 13.27%.

The Semiconductor Equipment and Semiconductor Materials & Components episodes already extend to Jan 9. News linked Apact to GDDR7 memory in new Nvidia RTX products.