Jul 2: 2 Strong Themes — GLP-1 & Obesity Drugs, Banks
2 strong themes — 1 running · 1 recurred. Top: GLP-1 & Obesity Drugs +8.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| GLP-1 & Obesity Drugs | Quratis | +18.88% | |
| Banks | Jeju Bank | +5.21% |
Two themes led the Jul 2 session, and every stock in both closed higher. GLP-1 & Obesity Drugs posted an average change of 8.86%, with all 9 of its stocks up.
Quratis led the group at 18.88%, followed by Bluemtec at 16.73% and Daebonglsco at 14.41%. It was the theme’s second straight day of strength.
Banks came back as a recurring theme, with all 8 names up for an average change of 2.72%. Jeju Bank led at 5.21%, and KB Financial Group rose 4.52%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | GLP-1 & Obesity Drugs | 2 days running | +8.9% | 9/9 | Quratis |
| 2 | Banks | recurred after 4 days | +2.7% | 8/8 | Jeju Bank |
Theme by Theme
1. GLP-1 & Obesity Drugs (2 days running)
- Episode: started 2024-07-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Quratis 348080 | +18.9% | 1,316 | ★ |
Bluemtec 439580 | +16.7% | 15,490 | |
Daebonglsco 078140 | +14.4% | 14,210 | |
Inventage Lab 389470 | +11.4% | 15,990 | |
Peptron 087010 | +7.0% | 62,400 | |
Raphas 214260 | +4.1% | 10,700 | |
D&D Pharmatech 347850 | +2.8% | 31,500 | |
Handok 002390 | +2.7% | 16,460 | |
Dae Hwa Pharm 067080 | +1.7% | 10,620 |
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2. Banks (recurred after 4 days)
- Episode: started 2024-07-02, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Bank 006220 | +5.2% | 11,710 | ★ |
KB Financial Group 105560 | +4.5% | 83,200 | |
Hana Financial Group 086790 | +4.5% | 62,900 | |
Shinhan Financial Group 055550 | +3.5% | 49,500 | |
BNK Financial Group 138930 | +1.7% | 8,530 | |
Industrial Bank Of Korea 024110 | +1.1% | 14,000 | |
JB Financial Group 175330 | +0.8% | 14,540 | |
Woori Financial Group 316140 | +0.6% | 14,480 |
Closing Thoughts
For GLP-1 & Obesity Drugs, the open question is whether the 2-day streak runs further. Every stock rose on Jul 2, but gains tapered to 1.72% at Dae Hwa Pharm.
In Banks, gains ranged from 5.21% at Jeju Bank to 0.56% at Woori Financial Group. The next thing to track is whether the larger financial groups keep pace with the leader.