Oct 16: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), GLP-1 & Obesity Drugs

October 16, 2024 · #COVID (Diagnostics, Treatments, Vaccines) #GLP-1 & Obesity Drugs #Aesthetic Devices #Battery #EV #Defense & War #Mpox #Botulinum Toxin

8 strong themes — 2 running · 6 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +11.6%.

Strong themes8 Top change+11.6% LeaderTelcon RF Pharmaceutical

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+11.6%
GLP-1 & Obesity Drugs
+10.1%
Aesthetic Devices
+4.9%
Battery
+4.6%
EV
+4.4%
Defense & War
+3.6%
Mpox
+3.5%
Botulinum Toxin
+2.1%

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)Telcon RF Pharmaceutical+6.80%
GLP-1 & Obesity DrugsGenexine+29.89%
Aesthetic DevicesHironic+10.45%
BatteryNara Mold And Die+9.68%
EVNara Mold And Die+9.68%
Defense & WarSamhyun+8.02%
MpoxLabGenomics+17.17%
Botulinum ToxinHuons+5.04%

On Oct 16, bio-related themes dominated the session. COVID (Diagnostics, Treatments, Vaccines) led with an average change of 11.59%, all 10 stocks rising after a 58-day gap.

GLP-1 & Obesity Drugs extended its run to a second day, averaging 10.11%. Genexine led with a 29.89% gain, while Peptron rose 24.68% and appeared in both top themes.

LabGenomics jumped 17.17% on news of its US IMD acquisition, lifting Mpox back after 49 days. Battery and EV also rose, both led by Nara Mold And Die at 9.68%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Diagnostics, Treatments, Vaccines)recurred after 58 days+11.6%10/10Telcon RF Pharmaceutical
2GLP-1 & Obesity Drugs2 days running+10.1%10/10Genexine
3Aesthetic Devicesrecurred after 36 days+4.9%5/5Hironic
4Batteryrecurred after 8 days+4.6%10/10Nara Mold And Die
5EVrecurred after 8 days+4.4%10/10Nara Mold And Die
6Defense & War3 days running+3.6%9/9Samhyun
7Mpoxrecurred after 49 days+3.5%10/10LabGenomics
8Botulinum Toxinrecurred after 36 days+2.1%6/6Huons

Theme by Theme

1. COVID (Diagnostics, Treatments, Vaccines) (recurred after 58 days)

StockChangeCloseLeader
Korea Pharma 032300+29.9%20,950
Peptron 087010+24.7%97,500
LabGenomics 084650+17.2%3,515
Cellid 299660+11.3%5,370
Telcon RF Pharmaceutical 200230+6.8%628★
GeneOne Life Science 011000+5.7%2,420
CTC Bio 060590+5.6%8,280
PCL 241820+5.2%1,145
Huons 243070+5.0%30,200
Kangstem Biotech 217730+4.5%2,075

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2. GLP-1 & Obesity Drugs (2 days running)

StockChangeCloseLeader
Genexine 095700+29.9%8,170★
Peptron 087010+24.7%97,500
Dae Hwa Pharm 067080+15.7%21,750
Nibec 138610+7.7%25,250
Daewon Pharmaceutical 003220+6.4%15,900
Handok 002390+3.7%14,680
Inventage Lab 389470+3.7%22,600
Raphas 214260+3.5%20,850
Daebonglsco 078140+3.0%22,250
Dong-a ST 170900+2.9%78,500

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3. Aesthetic Devices (recurred after 36 days)

StockChangeCloseLeader
Hironic 149980+10.4%7,400★
VIOL Medical 335890+8.3%9,670
BNC Korea 256840+2.3%5,730
Jetema 216080+1.8%18,220
Huons Global 084110+1.7%36,300

4. Battery (recurred after 8 days)

StockChangeCloseLeader
Nara Mold And Die 051490+9.7%5,440★
Wooshin Systems 017370+6.8%7,740
HBL 452190+6.3%5,260
Shinsung Delta Tech 065350+6.0%50,600
Pemtron 168360+5.6%6,440
Philoptics 161580+3.5%23,950
Ecopro Materials 450080+2.5%115,000
Sama Aluminium 006110+2.3%53,200
KNS 432470+2.0%17,450
Eco&Dream 101360+1.8%40,550

5. EV (recurred after 8 days)

StockChangeCloseLeader
Nara Mold And Die 051490+9.7%5,440★
Hyundai Mobis 012330+7.8%241,500
Wooshin Systems 017370+6.8%7,740
HBL 452190+6.3%5,260
Hanjoo Light Metal 198940+3.7%1,066
Hankook & Company 000240+2.8%17,280
Kumho HT 214330+2.0%653
SNT Motiv 064960+1.8%45,200
NanoTIM 417010+1.6%10,600
L&F 066970+1.6%105,100

6. Defense & War (3 days running)

StockChangeCloseLeader
Samhyun 437730+8.0%26,950★
Genohco 361390+5.3%15,000
SNT Dynamics 003570+4.9%26,900
Ace Technologies 088800+3.6%936
Poongsan 103140+2.5%65,400
Hanwha Aerospace 012450+2.3%382,500
Kisan Telecom 035460+2.1%1,774
SNT Motiv 064960+1.8%45,200
Hanwha Systems 272210+1.8%18,620

7. Mpox (recurred after 49 days)

StockChangeCloseLeader
LabGenomics 084650+17.2%3,515★
GC Medical Science 142280+3.8%4,110
Genolution 225220+3.1%3,020
Seegene 096530+2.5%24,150
Access Bio 950130+2.1%6,340
Pharmicell 005690+1.9%5,280
Humasis 205470+1.7%1,536
HK inno.N 195940+1.7%48,950
Celemics 331920+0.8%4,330
PharmGen Science 004720+0.5%4,830

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8. Botulinum Toxin (recurred after 36 days)

StockChangeCloseLeader
Huons 243070+5.0%30,200★
BNC Korea 256840+2.3%5,730
Jetema 216080+1.8%18,220
EuBiologics 206650+1.7%12,540
Huons Global 084110+1.7%36,300
DSK 109740+0.4%5,210

Closing Thoughts

Defense & War reached a 3-day streak with an average change of 3.58%, led by Samhyun. Whether Obesity Drugs can stretch beyond two days is the next test.

Several themes, including COVID (Diagnostics, Treatments, Vaccines), reappeared after long gaps. Whether these one-day returns carry into the following sessions remains open.