Jul 1: 8 Strong Themes — GLP-1 & Obesity Drugs, CXL (Compute Express Link)
8 strong themes — 3 running · 5 recurred. Top: GLP-1 & Obesity Drugs +12.4%.
Strong themes8
Top change+12.4%
LeaderInventage Lab
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 |
|---|---|---|---|
| GLP-1 & Obesity Drugs | Inventage Lab | +29.98% | |
| CXL (Compute Express Link) | Exicon | +16.96% | |
| Beauty & Cosmetics | Hankook Cosmetics Manufacturing | +7.79% | |
| Semiconductor Equipment | Withtech | +15.18% | |
| Semiconductor Materials & Components | Ram Technology | +18.05% | |
| Ukraine Reconstruction | Inno Instrument | +2.85% | |
| System Semiconductors | Qualitas Semiconductor | +7.38% | |
| Rare Earths & Rare Metals | Union Materials | +7.62% |
GLP-1 & Obesity Drugs led the Jul 1, 2024 session with an average change of 12.39%. All 10 stocks in the theme rose, led by Inventage Lab with a gain of 29.98%.
Chip names filled out the rest of the list. CXL (Compute Express Link) averaged 7.21%, Semiconductor Equipment 6.03% and Semiconductor Materials & Components 5.76%, each on a second straight day.
Every stock in all eight themes closed higher. Ukraine Reconstruction returned after a 35-day gap, and Rare Earths & Rare Metals came back after 160 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | GLP-1 & Obesity Drugs | recurred after 6 days | +12.4% | 10/10 | Inventage Lab |
| 2 | CXL (Compute Express Link) | 2 days running | +7.2% | 9/9 | Exicon |
| 3 | Beauty & Cosmetics | recurred after 4 days | +6.2% | 9/9 | Hankook Cosmetics Manufacturing |
| 4 | Semiconductor Equipment | 2 days running | +6.0% | 10/10 | Withtech |
| 5 | Semiconductor Materials & Components | 2 days running | +5.8% | 10/10 | Ram Technology |
| 6 | Ukraine Reconstruction | recurred after 35 days | +5.0% | 9/9 | Inno Instrument |
| 7 | System Semiconductors | recurred after 17 days | +4.8% | 10/10 | Qualitas Semiconductor |
| 8 | Rare Earths & Rare Metals | recurred after 160 days | +3.1% | 7/7 | Union Materials |
Theme by Theme
1. GLP-1 & Obesity Drugs (recurred after 6 days)
- Episode: started 2024-07-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Inventage Lab 389470 | +30.0% | 14,350 | ★ |
Peptron 087010 | +18.1% | 58,300 | |
Daebonglsco 078140 | +13.8% | 12,420 | |
Handok 002390 | +12.3% | 16,030 | |
BNC Korea 256840 | +12.2% | 5,360 | |
Quratis 348080 | +10.2% | 1,107 | |
Dae Hwa Pharm 067080 | +7.7% | 10,440 | |
OliX Pharmaceuticals 226950 | +7.4% | 9,400 | |
Synergy Innovation 048870 | +6.5% | 2,550 | |
Dong-a ST 170900 | +5.6% | 66,400 |
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2. CXL (Compute Express Link) (2 days running)
- Episode: started 2024-06-28, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +17.4% | 8,580 | |
Exicon 092870 | +17.0% | 21,650 | ★ |
Qualitas Semiconductor 432720 | +7.4% | 21,250 | |
Neosem 253590 | +7.2% | 14,010 | |
Korea Circuit 007810 | +6.4% | 16,030 | |
Quality Reliability Technology 405100 | +4.2% | 19,830 | |
Openedges Technology 394280 | +3.4% | 21,500 | |
TLB 356860 | +1.7% | 24,000 | |
Samsung Electronics 005930 | +0.4% | 81,800 |
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3. Beauty & Cosmetics (recurred after 4 days)
- Episode: started 2024-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daebonglsco 078140 | +13.8% | 12,420 | |
Hankook Cosmetics Manufacturing 003350 | +7.8% | 62,300 | ★ |
Naturalendo Tech 168330 | +6.8% | 2,200 | |
Caregen 214370 | +6.6% | 23,300 | |
LG H&H 051900 | +4.6% | 361,500 | |
Icure Pharmaceutical Incorporation 175250 | +4.1% | 2,410 | |
Naturecell 007390 | +4.1% | 9,750 | |
Kangstem Biotech 217730 | +3.9% | 2,920 | |
Raphas 214260 | +3.8% | 10,280 |
4. Semiconductor Equipment (2 days running)
- Episode: started 2024-06-28, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Exicon 092870 | +17.0% | 21,650 | |
Withtech 348350 | +15.2% | 9,560 | ★ |
Neosem 253590 | +7.2% | 14,010 | |
Green Resource 402490 | +3.7% | 23,600 | |
JNB 452160 | +3.5% | 12,590 | |
JT 089790 | +2.9% | 7,550 | |
KohYoungTechnology 098460 | +2.9% | 13,000 | |
Dawon Nexview 323350 | +2.8% | 9,710 | |
EugeneTechnology 084370 | +2.7% | 51,000 | |
Jusung Engineering 036930 | +2.5% | 38,300 |
5. Semiconductor Materials & Components (2 days running)
- Episode: started 2024-06-28, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Ram Technology 171010 | +18.1% | 5,560 | ★ |
OKins Electronics 080580 | +17.4% | 8,580 | |
Micro Contact Solution 098120 | +5.7% | 8,770 | |
MKElectron 033160 | +3.3% | 11,010 | |
Ycchem 112290 | +3.2% | 24,150 | |
Chunbo 278280 | +2.5% | 73,600 | |
Nepes 033640 | +2.2% | 15,840 | |
Foosung 093370 | +2.2% | 7,480 | |
Mecaro 241770 | +1.8% | 9,250 | |
S&S Tech 101490 | +1.4% | 36,200 |
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6. Ukraine Reconstruction (recurred after 35 days)
- Episode: started 2024-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SG 255220 | +7.9% | 1,388 | |
SY 109610 | +7.2% | 4,635 | |
HD Construction Equipment 267270 | +6.9% | 58,800 | |
Polaris AI 039980 | +4.6% | 3,050 | |
DAEMO Engineering 317850 | +4.6% | 8,850 | |
DRB Industrial 163560 | +3.6% | 7,980 | |
Hyundai Engineering & Construction 000720 | +3.6% | 33,200 | |
HD Hyundai Infracore 042670 | +3.5% | 7,910 | |
Inno Instrument 215790 | +2.9% | 578 | ★ |
7. System Semiconductors (recurred after 17 days)
- Episode: started 2024-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Qualitas Semiconductor 432720 | +7.4% | 21,250 | ★ |
Chips&Media 094360 | +7.0% | 21,100 | |
Winpac 097800 | +6.8% | 1,767 | |
ABOV Semiconductor 102120 | +5.7% | 16,760 | |
Quality Reliability Technology 405100 | +4.2% | 19,830 | |
CoAsia 045970 | +4.1% | 10,180 | |
Ranix 317120 | +3.4% | 4,760 | |
Openedges Technology 394280 | +3.4% | 21,500 | |
Telechips 054450 | +3.2% | 21,250 | |
Zaram Technology 389020 | +2.9% | 75,500 |
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8. Rare Earths & Rare Metals (recurred after 160 days)
- Episode: started 2024-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +7.6% | 2,685 | ★ |
Green Resource 402490 | +3.7% | 23,600 | |
Dongkuk Refractories & Steel 075970 | +2.5% | 3,295 | |
Union 000910 | +2.4% | 5,160 | |
POSCO Holdings 005490 | +2.1% | 370,500 | |
Samwha Electronics 011230 | +1.9% | 3,510 | |
Tplex 081150 | +1.5% | 3,040 |
Closing Thoughts
The data shows the GLP-1 & Obesity Drugs episode running from 2024-07-01 to 2024-07-02. The next test is whether Inventage Lab and the rest of the group keep moving together.
The three chip themes have run since 2024-06-28, an episode of 4 days so far. Ram Technology led the materials group at 18.05% and was in the news the same day, while Samsung Electronics gained 0.37%.