Jul 11: 8 Strong Themes — GLP-1 & Obesity Drugs, Metaverse & VR

July 11, 2024 · #GLP-1 & Obesity Drugs #Metaverse & VR #OLED Displays #Augmented Reality (AR) #Lithium #Virtual Reality (VR) #Securities Brokers #Galaxy Supply Chain

8 strong themes — 1 running · 7 recurred. Top: GLP-1 & Obesity Drugs +8.4%.

Strong themes8 Top change+8.4% LeaderRaphas

Average change by strong theme

Average change of member stocks, by theme · descending
GLP-1 & Obesity Drugs
+8.4%
Metaverse & VR
+7.9%
OLED Displays
+5.2%
Augmented Reality (AR)
+4.1%
Lithium
+3.9%
Virtual Reality (VR)
+3.7%
Securities Brokers
+3.4%
Galaxy Supply Chain
+3.3%

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
GLP-1 & Obesity DrugsRaphas+29.99%
Metaverse & VRCom2uS N+16.07%
OLED DisplaysRam Technology+8.17%
Augmented Reality (AR)Raontech+8.11%
LithiumPosco M-tech+5.93%
Virtual Reality (VR)Raontech+8.11%
Securities BrokersHanyang Securities+9.32%
Galaxy Supply ChainLemon+1.95%

Jul 11, 2024 closed with eight strong themes, and every stock in each of them ended higher. GLP-1 & Obesity Drugs led with an average change of 8.45%, with all 9 of its stocks up.

Raphas topped that theme with a 29.99% gain, and Shaperon added 18.72%. Metaverse & VR came next with an average change of 7.86%, led by Com2uS N at 16.07%.

OLED Displays averaged 5.2%, led by Ram Technology at 8.17%. Lithium rose 3.93% on average, while POSCO Holdings gained 6.24%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1GLP-1 & Obesity Drugsrecurred after 3 days+8.4%9/9Raphas
2Metaverse & VRrecurred after 58 days+7.9%9/9Com2uS N
3OLED Displaysrecurred after 13 days+5.2%9/9Ram Technology
4Augmented Reality (AR)recurred after 58 days+4.1%9/9Raontech
5Lithiumrecurred after 22 days+3.9%9/9Posco M-tech
6Virtual Reality (VR)recurred after 58 days+3.7%10/10Raontech
7Securities Brokersrecurred after 7 days+3.4%9/9Hanyang Securities
8Galaxy Supply Chain2 days running+3.3%10/10Lemon

Theme by Theme

1. GLP-1 & Obesity Drugs (recurred after 3 days)

StockChangeCloseLeader
Raphas 214260+30.0%12,700★
Shaperon 378800+18.7%1,915
OliX Pharmaceuticals 226950+12.2%10,410
Daewon Pharmaceutical 003220+7.5%15,600
LG Chem 051910+3.0%366,500
Inventage Lab 389470+2.5%18,990
Il Dong Pharmaceutical 249420+1.2%13,810
Hanmi Pharm 128940+0.7%304,000
Daebonglsco 078140+0.4%13,820

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2. Metaverse & VR (recurred after 58 days)

StockChangeCloseLeader
Com2uS N 291230+16.1%2,420★
Alchera 347860+13.1%2,500
Dexter studios 206560+8.9%6,230
Sunic System 171090+7.9%50,300
Giantstep 289220+7.9%7,340
Virnect 438700+4.9%4,745
Shindo Eng. Lab 290520+4.4%2,750
WISE iTech 065370+3.9%6,130
VAIV company 301300+3.6%5,400

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3. OLED Displays (recurred after 13 days)

StockChangeCloseLeader
Ram Technology 171010+8.2%6,220★
Sunic System 171090+7.9%50,300
Duk San Neolux 213420+5.4%40,750
DONGAELTEKCo 088130+5.2%8,430
PI Advanced Materials 178920+4.5%30,400
Shindo Eng. Lab 290520+4.4%2,750
Pims 347770+4.0%3,280
P&H Tech 239890+3.8%18,210
LX Semicon 108320+3.5%82,900

4. Augmented Reality (AR) (recurred after 58 days)

StockChangeCloseLeader
Dexter studios 206560+8.9%6,230
Raontech 418420+8.1%5,200★
Virnect 438700+4.9%4,745
Shindo Eng. Lab 290520+4.4%2,750
Wysiwyg Studios 299900+3.0%1,818
Elentec 054210+3.0%9,750
Dmoa 016670+1.9%7,350
KAON Group 078890+1.6%5,100
Dragonfly GF 030350+1.5%404

5. Lithium (recurred after 22 days)

StockChangeCloseLeader
POSCO Holdings 005490+6.2%391,500
Joongang Advanced Materials 051980+6.2%10,700
Posco M-tech 009520+5.9%20,900★
Posco Future M 003670+4.5%269,500
LG Energy Solution 373220+3.6%375,000
Sebang Global Battery 004490+3.2%90,900
LG Chem 051910+3.0%366,500
Kangwon Energy 114190+1.7%14,940
Kwangmu 029480+1.1%4,000

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6. Virtual Reality (VR) (recurred after 58 days)

StockChangeCloseLeader
Dexter studios 206560+8.9%6,230
Raontech 418420+8.1%5,200★
Shindo Eng. Lab 290520+4.4%2,750
Skonec Entertainment 276040+3.6%4,125
Wysiwyg Studios 299900+3.0%1,818
Elentec 054210+3.0%9,750
SPG 058610+1.9%27,050
Namuga 190510+1.7%13,950
Dragonfly GF 030350+1.5%404
Total Soft Bank 045340+1.1%5,300

7. Securities Brokers (recurred after 7 days)

StockChangeCloseLeader
Hanyang Securities 001750+9.3%12,790★
KIWOOM Securities 039490+4.4%144,600
Yuanta Securities Korea 003470+3.2%3,055
Samsung Securities 016360+3.1%44,550
NH Investment & Securities 005940+3.1%13,150
Mirae Asset Securities 006800+2.4%7,800
Korea Investment Holdings 071050+2.0%71,600
Hyundai Motor Securities 001500+1.8%8,990
Hanwha Investment&securities 003530+1.2%3,325

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8. Galaxy Supply Chain (2 days running)

StockChangeCloseLeader
Se Gyung Hi Tech 148150+7.4%10,740
Duk San Neolux 213420+5.4%40,750
PI Advanced Materials 178920+4.5%30,400
Uti 179900+3.4%29,350
Elentec 054210+3.0%9,750
Amogreentech 125210+3.0%11,140
Lemon 294140+1.9%3,405★
Intops 049070+1.7%23,550
Namuga 190510+1.7%13,950
Mobase 101330+1.5%3,745

Closing Thoughts

Metaverse & VR, Augmented Reality (AR) and Virtual Reality (VR) all came back after a gap of 58 days. Only Galaxy Supply Chain carried a streak, now at 2 days with an average change of 3.34%.

Securities Brokers rose 3.39% on average, led by Hanyang Securities at 9.32%. Most of these episodes lasted just one day, so the next question is whether any continue past Jul 11.