Oct 17: 8 Strong Themes — Nuclear, GLP-1 & Obesity Drugs
8 strong themes — 2 running · 6 recurred. Top: Nuclear +7.9%.
Strong themes8
Top change+7.9%
LeaderSeojeon Electric Machinery
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 |
|---|---|---|---|
| Nuclear | Seojeon Electric Machinery | +15.48% | |
| GLP-1 & Obesity Drugs | Genexine | +14.44% | |
| System Semiconductors | Asicland | +29.98% | |
| Beauty & Cosmetics | Heng Sheng Holding Group | +12.00% | |
| Superconductors | Mobiis | +23.56% | |
| Defense & War | COTS Technology | +12.00% | |
| Robotics (Industrial & Collaborative) | Shinsung Delta Tech | +1.58% | |
| Music & Entertainment | Dear U | +2.63% |
All eight themes on Oct 17 finished with every listed stock higher. Nuclear led the board with an average change of 7.94%, and all 10 of its stocks rose.
GLP-1 & Obesity Drugs extended its run to a streak of 3 and averaged 7.23%. Genexine led that group with a gain of 14.44%.
In System Semiconductors, Asicland rose 29.98%, the largest single move in the data. Mobiis gained 23.56% to lead Superconductors, which returned after a gap of 58 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | recurred after 2 days | +7.9% | 10/10 | Seojeon Electric Machinery |
| 2 | GLP-1 & Obesity Drugs | 3 days running | +7.2% | 9/9 | Genexine |
| 3 | System Semiconductors | recurred after 2 days | +6.6% | 10/10 | Asicland |
| 4 | Beauty & Cosmetics | recurred after 7 days | +5.6% | 10/10 | Heng Sheng Holding Group |
| 5 | Superconductors | recurred after 58 days | +5.3% | 10/10 | Mobiis |
| 6 | Defense & War | 4 days running | +4.9% | 10/10 | COTS Technology |
| 7 | Robotics (Industrial & Collaborative) | recurred after 6 days | +3.0% | 8/8 | Shinsung Delta Tech |
| 8 | Music & Entertainment | recurred after 21 days | +2.3% | 9/9 | Dear U |
Theme by Theme
1. Nuclear (recurred after 2 days)
- Episode: started 2024-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seojeon Electric Machinery 189860 | +15.5% | 4,775 | ★ |
Bhi 083650 | +15.1% | 10,140 | |
WOOJIN Ntec 457550 | +10.7% | 18,460 | |
Doosan Enerbility 034020 | +8.7% | 21,150 | |
DL E&c 375500 | +7.2% | 32,100 | |
Soosan Industries 126720 | +6.7% | 22,250 | |
Enertork 019990 | +4.4% | 6,230 | |
Sung Kwang Bend 014620 | +4.0% | 14,080 | |
Woori Technology, Incorporation 032820 | +3.7% | 2,385 | |
Taihan Cable & Solution 001440 | +3.5% | 12,790 |
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2. GLP-1 & Obesity Drugs (3 days running)
- Episode: started 2024-10-15, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Genexine 095700 | +14.4% | 9,350 | ★ |
Handok 002390 | +11.8% | 16,420 | |
D&D Pharmatech 347850 | +11.6% | 51,100 | |
KoBioLabs 348150 | +9.2% | 6,640 | |
OliX Pharmaceuticals 226950 | +8.1% | 30,100 | |
Peptron 087010 | +3.2% | 100,600 | |
Chong Kun Dang Pharmaceutical 185750 | +3.1% | 114,600 | |
Hanmi Pharm 128940 | +2.5% | 322,000 | |
Il Dong Pharmaceutical 249420 | +1.1% | 14,920 |
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3. System Semiconductors (recurred after 2 days)
- Episode: started 2024-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Asicland 445090 | +30.0% | 36,850 | ★ |
HANMI Semiconductor 042700 | +7.0% | 116,300 | |
Zaram Technology 389020 | +6.9% | 34,650 | |
Mirai Semiconductors 254490 | +5.3% | 17,930 | |
Openedges Technology 394280 | +4.2% | 13,280 | |
SK hynix 000660 | +3.9% | 196,000 | |
LX Semicon 108320 | +2.5% | 64,300 | |
Imagis 115610 | +2.0% | 3,490 | |
Qualitas Semiconductor 432720 | +1.9% | 10,990 | |
NC& 092600 | +1.9% | 1,148 |
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4. Beauty & Cosmetics (recurred after 7 days)
- Episode: started 2024-10-17, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Heng Sheng Holding Group 900270 | +12.0% | 364 | ★ |
NextEye 137940 | +9.4% | 464 | |
DYD 219550 | +5.5% | 515 | |
CTK 260930 | +5.5% | 5,410 | |
Cosmax 192820 | +5.0% | 136,500 | |
Hankook Cosmetics Manufacturing 003350 | +4.5% | 78,400 | |
Coloray International Investment 900310 | +3.8% | 691 | |
Classys 214150 | +3.5% | 61,800 | |
Genome&Company 314130 | +3.4% | 4,250 | |
Apr 278470 | +3.3% | 266,500 |
5. Superconductors (recurred after 58 days)
- Episode: started 2024-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mobiis 250060 | +23.6% | 3,855 | ★ |
SuNAM 294630 | +5.2% | 3,860 | |
Korea Cable T.V Chung-buk System 066790 | +4.3% | 1,715 | |
Inzi Controls 023800 | +3.7% | 6,520 | |
Top Engineering 065130 | +3.4% | 4,220 | |
Power Logics 047310 | +3.1% | 5,330 | |
Dcksung 004830 | +2.8% | 7,070 | |
Vitzro Tech 042370 | +2.7% | 7,200 | |
Wonik Pne 217820 | +2.7% | 3,065 | |
LS ELECTRIC 010120 | +1.9% | 157,200 |
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6. Defense & War (4 days running)
- Episode: started 2024-10-14, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
COTS Technology 448710 | +12.0% | 21,000 | ★ |
STX Engine 077970 | +7.1% | 21,200 | |
Kisan Telecom 035460 | +5.9% | 1,879 | |
Hyundai-Rotem 064350 | +4.7% | 67,100 | |
Woori Technology, Incorporation 032820 | +3.7% | 2,385 | |
Korea Aerospace Industries 047810 | +3.5% | 53,400 | |
Korean Air Lines 003490 | +3.4% | 22,850 | |
WaveElectronics 095270 | +3.0% | 4,710 | |
Genohco 361390 | +2.9% | 15,430 | |
Hanwha Aerospace 012450 | +2.8% | 393,000 |
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7. Robotics (Industrial & Collaborative) (recurred after 6 days)
- Episode: started 2024-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan 000150 | +10.0% | 210,000 | |
Doosan Robotics 454910 | +2.8% | 62,000 | |
Hyulim ROBOT 090710 | +2.4% | 1,365 | |
Smec 099440 | +2.4% | 3,470 | |
Beno TNR 206400 | +2.2% | 3,995 | |
Neuromeka 348340 | +1.6% | 22,350 | |
Shinsung Delta Tech 065350 | +1.6% | 51,400 | ★ |
Cymechs 160980 | +1.3% | 12,010 |
8. Music & Entertainment (recurred after 21 days)
- Episode: started 2024-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hybe 352820 | +7.0% | 192,100 | |
Cube Entertainment 182360 | +3.4% | 14,470 | |
Dear U 376300 | +2.6% | 23,400 | ★ |
YG Entertainment 122870 | +2.5% | 38,800 | |
SM Entertainment 041510 | +2.3% | 67,200 | |
TN entertainment 131100 | +1.2% | 1,534 | |
JYP Entertainment 035900 | +0.8% | 51,100 | |
CJ ENM 035760 | +0.5% | 62,700 | |
ContentreeJoongAng 036420 | +0.3% | 10,420 |
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Closing Thoughts
Defense & War has the longest streak in the set at 4, and COTS Technology rose 12.0%. The next test is whether GLP-1 & Obesity Drugs, at a streak of 3, keeps rising alongside it.
Six themes, including Nuclear, came back with a streak of 1 after a gap. Music & Entertainment was the weakest group at an average change of 2.28%, so it is still unclear whether these themes will keep moving.