Apr 24: 8 Strong Themes — GLP-1 & Obesity Drugs, Beauty & Cosmetics

April 24, 2025 · #GLP-1 & Obesity Drugs #Beauty & Cosmetics #5G #Telecom Equipment #Shipbuilding #AI & Robotics #Shipbuilding Equipment #Media & Content

8 strong themes — 8 recurred. Top: GLP-1 & Obesity Drugs +14.7%.

Strong themes8 Top change+14.7% LeaderBluemtec

Average change by strong theme

Average change of member stocks, by theme · descending
GLP-1 & Obesity Drugs
+14.7%
Beauty & Cosmetics
+8.8%
5G
+6.4%
Telecom Equipment
+6.1%
Shipbuilding
+5.5%
AI & Robotics
+5.3%
Shipbuilding Equipment
+4.2%
Media & Content
+3.9%

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 DrugsBluemtec+29.99%
Beauty & CosmeticsKolmar Holdings+11.85%
5GWooriro+17.75%
Telecom EquipmentWooriro+17.75%
ShipbuildingHD Hyundai Mipo+15.11%-
AI & RoboticsObzen+13.45%
Shipbuilding EquipmentHankuk Carbon+5.73%
Media & ContentVictory Contents+15.04%

On Apr 24, GLP-1 & Obesity Drugs led the session’s strong themes with an average change of 14.72%. All 10 stocks rose, with Bluemtec at the top at 29.99%.

Beauty & Cosmetics came next with an average change of 8.8%. 5G and Telecom Equipment returned after a 90-day gap, and Wooriro led both at 17.75%.

Shipbuilding had an average change of 5.52%, led by HD Hyundai Mipo at 15.11%. Every stock in all eight themes closed higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1GLP-1 & Obesity Drugsrecurred after 6 days+14.7%10/10Bluemtec
2Beauty & Cosmeticsrecurred after 7 days+8.8%9/9Kolmar Holdings
35Grecurred after 90 days+6.4%10/10Wooriro
4Telecom Equipmentrecurred after 90 days+6.1%10/10Wooriro
5Shipbuildingrecurred after 7 days+5.5%6/6HD Hyundai Mipo
6AI & Roboticsrecurred after 9 days+5.3%8/8Obzen
7Shipbuilding Equipmentrecurred after 7 days+4.2%10/10Hankuk Carbon
8Media & Contentrecurred after 6 days+3.9%10/10Victory Contents

Theme by Theme

1. GLP-1 & Obesity Drugs (recurred after 6 days)

StockChangeCloseLeader
Bluemtec 439580+30.0%16,860★
Quratis 348080+29.9%808
HK inno.N 195940+29.9%48,900
Inventage Lab 389470+29.8%27,000
Daebonglsco 078140+7.8%13,880
Dx & Vx 180400+6.7%2,040
Choolip & Sciences 291650+4.4%1,065
Handok 002390+3.7%11,960
Raphas 214260+2.5%16,870
BNC Korea 256840+2.5%4,270

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2. Beauty & Cosmetics (recurred after 7 days)

StockChangeCloseLeader
CTK 260930+14.3%4,720
SMCG 460870+13.1%7,100
Kolmar Holdings 024720+11.8%10,100★
Daebonglsco 078140+7.8%13,880
From Bio 377220+7.6%2,260
InkredibleBuzz 064090+6.7%4,135
Genic 123330+6.7%23,250
NextEye 137940+6.0%669
Apr 278470+5.2%74,800

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3. 5G (recurred after 90 days)

StockChangeCloseLeader
Wooriro 046970+17.8%1,413★
OptiCore 380540+16.9%2,425
Kostecsys 355150+5.5%6,960
LS Marine Solution 060370+5.1%17,900
HanWool Materials Science 091440+3.9%3,080
Namu Ax 242040+3.8%1,628
Frtek 073540+3.4%1,623
HFR 230240+3.4%18,500
iCRAFTCo 052460+2.6%2,395
PI Advanced Materials 178920+2.2%16,400

4. Telecom Equipment (recurred after 90 days)

StockChangeCloseLeader
Wooriro 046970+17.8%1,413★
OptiCore 380540+16.9%2,425
Piolink 170790+5.7%7,950
LS Marine Solution 060370+5.1%17,900
HanWool Materials Science 091440+3.9%3,080
Frtek 073540+3.4%1,623
HFR 230240+3.4%18,500
Joosung 109070+2.0%1,197
Sawnics 088280+1.6%2,570
WaveElectronics 095270+1.6%5,180

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5. Shipbuilding (recurred after 7 days)

StockChangeCloseLeader
HD Hyundai Mipo 010620+15.1%158,500★
HD Korea Shipbuilding & Offshore Engineering 009540+6.8%249,500
HJ Shipbuilding & Construction 097230+5.5%7,730
HD Hyundai Heavy Industries 329180+2.5%376,000
Samsung Heavy Industries 010140+2.0%14,590
Hanwha Ocean 042660+1.2%80,900

6. AI & Robotics (recurred after 9 days)

StockChangeCloseLeader
Obzen 417860+13.4%10,880★
LaonPeople 300120+10.1%4,950
Samsung SDS 018260+4.3%124,300
Sandoll 419120+3.7%7,630
RoboRobo 215100+3.4%4,705
Becu AI 148780+2.7%1,312
VAIV company 301300+2.5%4,800
Russell 217500+2.3%1,713

7. Shipbuilding Equipment (recurred after 7 days)

StockChangeCloseLeader
Hankuk Carbon 017960+5.7%20,100★
Dongsung Finetec 033500+5.7%26,150
Hyundai HYMS 460930+5.4%18,400
Il Seung 333430+5.3%4,895
Sejin Heavy Industries 075580+4.5%8,680
Cape Industries 064820+3.7%6,490
Sung Kwang Bend 014620+3.5%27,800
Inhwa Precision 101930+3.0%41,500
HD-Hyundai Marine Engine 071970+2.7%34,700
Oriental Precision & Engineering 014940+2.6%5,460

8. Media & Content (recurred after 6 days)

StockChangeCloseLeader
Victory Contents 210120+15.0%5,470★
Seoul Broadcasting System 034120+3.7%19,180
CJ ENM 035760+3.4%58,700
Barunson Entertainment & Arts 035620+3.2%423
Ylab 432430+2.7%6,080
SAMG Entertainment 419530+2.6%37,350
Giantstep 289220+2.6%6,800
Artist Studio 200350+2.3%16,670
Daewon Media 048910+2.2%10,270
Next Entertainment World 160550+1.8%2,035

Closing Thoughts

The episodes for Telecom Equipment, Shipbuilding and Shipbuilding Equipment run to 2025-04-28. The other five themes have one-day episodes that ended on 2025-04-24.

An Apr 24 news item linked Bluemtec’s limit-up move to hopes that Wegovy would be approved for adolescents. The data does not show whether that catalyst lasts beyond this session.