Sep 6: 8 Strong Themes — GLP-1 & Obesity Drugs, Pharma
8 strong themes — 1 running · 6 recurred · 1 new. Top: GLP-1 & Obesity Drugs +13.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| GLP-1 & Obesity Drugs | OliX Pharmaceuticals | +22.36% | |
| Pharma | Il Dong Pharmaceutical | +29.72% | |
| AI & Robotics | Smec | +9.72% | |
| Cybersecurity | SecuLetter | +27.40% | |
| Beauty & Cosmetics | Olipass | +14.61% | |
| Digital Health & Telehealth | ezCaretech | +11.70% | |
| Cannabis | Osung Advanced Materials | +10.60% | |
| ChatGPT & AI Chatbots | Selvas AI | +7.76% |
Pharmaceutical stocks led the 2023-09-06 session. GLP-1 & Obesity Drugs was the strongest theme, with all 9 stocks rising for an average change of 13.04%.
Il Dong Pharmaceutical rose 29.72% and led Pharma, which posted an average change of 9.85% after a 28-day gap. News cited Phase 1 approval for its diabetes candidate.
Outside pharma, AI & Robotics averaged 7.69%, and Cybersecurity posted 7.44% on a 2-day streak. SecuLetter jumped 27.4%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | GLP-1 & Obesity Drugs | new | +13.0% | 9/9 | OliX Pharmaceuticals |
| 2 | Pharma | recurred after 28 days | +9.8% | 9/9 | Il Dong Pharmaceutical |
| 3 | AI & Robotics | recurred after 2 days | +7.7% | 9/9 | Smec |
| 4 | Cybersecurity | 2 days running | +7.4% | 7/7 | SecuLetter |
| 5 | Beauty & Cosmetics | recurred after 9 days | +6.8% | 10/10 | Olipass |
| 6 | Digital Health & Telehealth | recurred after 7 days | +5.6% | 8/8 | ezCaretech |
| 7 | Cannabis | recurred after 6 days | +3.8% | 10/10 | Osung Advanced Materials |
| 8 | ChatGPT & AI Chatbots | recurred after 2 days | +3.5% | 9/9 | Selvas AI |
Theme by Theme
1. GLP-1 & Obesity Drugs (new)
- Episode: started 2023-09-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Il Dong Pharmaceutical 249420 | +29.7% | 20,600 | |
OliX Pharmaceuticals 226950 | +22.4% | 23,750 | ★ |
Nibec 138610 | +21.2% | 23,400 | |
Dae Hwa Pharm 067080 | +15.5% | 11,800 | |
Raphas 214260 | +9.1% | 26,950 | |
Daewon Pharmaceutical 003220 | +7.4% | 17,620 | |
Inventage Lab 389470 | +5.8% | 22,950 | |
BNC Korea 256840 | +3.4% | 4,695 | |
Peptron 087010 | +3.0% | 37,068 |
Related news
- “비만치료제 인기 덕에”…덴마크 제약사, LVMH 제치고 ‘유럽 최고’ — 이데일리 (Korean)
2. Pharma (recurred after 28 days)
- Episode: started 2023-09-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Il Dong Pharmaceutical 249420 | +29.7% | 20,600 | ★ |
Dae Hwa Pharm 067080 | +15.5% | 11,800 | |
Choolip & Sciences 291650 | +8.8% | 3,491 | |
Ahn-gook Pharmaceutical 001540 | +8.6% | 8,170 | |
PharmGen Science 004720 | +8.0% | 6,600 | |
Daewon Pharmaceutical 003220 | +7.4% | 17,620 | |
Sam Chun Dang Pharm 000250 | +3.6% | 96,600 | |
RPbio 314140 | +3.5% | 9,040 | |
ChoA Pharmaceutical 034940 | +3.4% | 1,936 |
Related news
- [클릭! 이 종목] 당뇨약 후보물질 임상 1상 승인… 일동제약·홀딩스 나란히 상한가 — 디지털타임스 (Korean)
- “모처럼 주가 강세”…일동제약, 당뇨·비만 신약 1상 IND 승인[Why 바이오] — 서울경제 (Korean)
- [특징주] 일동제약, 당뇨병 후보물질 국내 임상시험 승인 소식에 강세 — 아주경제 (Korean)
3. AI & Robotics (recurred after 2 days)
- Episode: started 2023-09-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Deepnoid 315640 | +13.1% | 14,114 | |
JLK 322510 | +11.3% | 28,754 | |
Smec 099440 | +9.7% | 4,289 | ★ |
Selvas AI 108860 | +7.8% | 25,700 | |
SyntekaBio 226330 | +7.0% | 14,509 | |
Yujin Robot 056080 | +6.3% | 11,260 | |
LaonPeople 300120 | +5.6% | 4,968 | |
Samsung SDS 018260 | +4.4% | 150,400 | |
Alchera 347860 | +4.1% | 10,908 |
Related news
- [장중수급포착] 스맥, 기관 48,000주 대량 순매수… 주가 +11.88% — 뉴스핌 (Korean)
4. Cybersecurity (2 days running)
- Episode: started 2023-09-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SecuLetter 418250 | +27.4% | 35,100 | ★ |
Monitorapp 434480 | +8.0% | 9,150 | |
ESTsoft 047560 | +4.1% | 17,430 | |
Genians 263860 | +3.9% | 12,200 | |
Bellock 424760 | +3.8% | 4,671 | |
CyberOne 356890 | +2.5% | 4,284 | |
S Net Systems 038680 | +2.4% | 5,030 |
5. Beauty & Cosmetics (recurred after 9 days)
- Episode: started 2023-09-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Olipass 244460 | +14.6% | 28,859 | ★ |
Pharmicell 005690 | +13.2% | 7,700 | |
Raphas 214260 | +9.1% | 26,950 | |
Beautyskin 406820 | +6.0% | 6,891 | |
Bonne 226340 | +4.7% | 10,125 | |
L&C Bio 290650 | +4.3% | 38,700 | |
Englewood Lab 950140 | +4.2% | 12,380 | |
iFamilySC 114840 | +4.1% | 14,629 | |
Caregen 214370 | +4.1% | 42,300 | |
Classys 214150 | +3.9% | 40,150 |
Related news
- [장중수급포착] 올리패스, 외국인 62,749주 대량 순매수… 주가 +20.32% — 뉴스핌 (Korean)
- 올리패스, 100억원 규모 자금조달…“임상 완료 후 L/O 추진” [Why 바이오] — 서울경제 (Korean)
6. Digital Health & Telehealth (recurred after 7 days)
- Episode: started 2023-09-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ezCaretech 099750 | +11.7% | 12,661 | ★ |
JLK 322510 | +11.3% | 28,754 | |
Insung Information 033230 | +5.3% | 3,338 | |
INFINITT Healthcare 071200 | +4.7% | 5,919 | |
Carelabs 263700 | +3.5% | 5,700 | |
GC MediAI 032620 | +3.2% | 5,120 | |
Tomatosystem 393210 | +2.7% | 5,410 | |
Macrogen 038290 | +2.2% | 19,420 |
Related news
- [장중수급포착] 이지케어텍, 외국인 18,329주 대량 순매수… 주가 +7.95% — 뉴스핌 (Korean)
7. Cannabis (recurred after 6 days)
- Episode: started 2023-09-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Osung Advanced Materials 052420 | +10.6% | 20,350 | ★ |
Eone Diagnomics Genome Center 245620 | +9.1% | 2,344 | |
BNC Korea 256840 | +3.4% | 4,695 | |
HLB bioStep 278650 | +3.4% | 15,425 | |
Hwail Pharm 061250 | +3.0% | 22,050 | |
Wooree Bio 082850 | +2.9% | 2,455 | |
NFC 265740 | +2.1% | 4,445 | |
Medicox 054180 | +1.7% | 20,370 | |
Setopia 222810 | +1.4% | 13,000 | |
Icure Pharmaceutical Incorporation 175250 | +0.8% | 2,540 |
8. ChatGPT & AI Chatbots (recurred after 2 days)
- Episode: started 2023-09-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Selvas AI 108860 | +7.8% | 25,700 | ★ |
BRIDGETECCorp 064480 | +7.7% | 8,530 | |
Samsung SDS 018260 | +4.4% | 150,400 | |
ESTsoft 047560 | +4.1% | 17,430 | |
Hancom 030520 | +2.6% | 14,390 | |
Maum.ai 377480 | +1.6% | 34,850 | |
Datasolution 263800 | +1.5% | 6,030 | |
NAVER 035420 | +0.9% | 214,000 | |
Exem 205100 | +0.6% | 3,153 |
Closing Thoughts
Cybersecurity was the only theme on a consecutive run, with a streak of 2. Every other theme on the list showed a streak of 1.
GLP-1 & Obesity Drugs appeared as a new theme this session. News linked it to a Danish drugmaker overtaking LVMH as Europe’s most valuable company. It remains to be seen whether the theme shows up again.