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

May 8, 2025 · #Beauty & Cosmetics #GLP-1 & Obesity Drugs #Medical Devices #Dental Care & Implants #Semiconductor Equipment #Carbon Credits & CCUS #Defense & War #Medical AI

8 strong themes — 1 running · 7 recurred. Top: Beauty & Cosmetics +12.6%.

Strong themes8 Top change+12.6% LeaderApr

Average change by strong theme

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+12.6%
GLP-1 & Obesity Drugs
+9.4%
Medical Devices
+9.4%
Dental Care & Implants
+8.8%
Semiconductor Equipment
+6.8%
Carbon Credits & CCUS
+6.3%
Defense & War
+5.9%
Medical AI
+3.5%

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
Beauty & CosmeticsApr+28.80%
GLP-1 & Obesity DrugsBluemtec+29.98%
Medical DevicesMetabiomed+24.27%
Dental Care & ImplantsMetabiomed+24.27%
Semiconductor EquipmentKohYoungTechnology+21.59%
Carbon Credits & CCUSEcoeye+30.00%
Defense & WarPyung Hwa Industrial+18.74%
Medical AIOncocross+9.13%

On 2025-05-08, every stock across the eight strong themes closed higher. Beauty & Cosmetics led with an average change of 12.6%, with all 9 of its stocks up.

Apr led Beauty & Cosmetics with a 28.8% gain, while headlines cited a 97% rise in its first-quarter operating profit. Bbia followed at 13.92%.

GLP-1 & Obesity Drugs (9.42%) and Medical Devices (9.41%) ran close behind. Bluemtec rose 29.98% and Metabiomed 24.27%, and Metabiomed also led Dental Care & Implants.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Beauty & Cosmeticsrecurred after 6 days+12.6%9/9Apr
2GLP-1 & Obesity Drugsrecurred after 9 days+9.4%10/10Bluemtec
3Medical Devicesrecurred after 9 days+9.4%8/8Metabiomed
4Dental Care & Implantsrecurred after 517 days+8.8%10/10Metabiomed
5Semiconductor Equipmentrecurred after 6 days+6.8%9/9KohYoungTechnology
6Carbon Credits & CCUSrecurred after 16 days+6.3%9/9Ecoeye
7Defense & War3 days running+5.9%9/9Pyung Hwa Industrial
8Medical AIrecurred after 9 days+3.5%9/9Oncocross

Theme by Theme

1. Beauty & Cosmetics (recurred after 6 days)

StockChangeCloseLeader
Apr 278470+28.8%98,400★
Bbia 451250+13.9%12,440
Cosmax 192820+12.4%196,100
Silicon 2 257720+11.3%41,300
Genic 123330+10.7%26,900
SMCG 460870+9.9%7,310
NFC 265740+9.6%6,840
Kolmar Holdings 024720+8.5%10,300
Raphas 214260+8.1%19,700

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2. GLP-1 & Obesity Drugs (recurred after 9 days)

StockChangeCloseLeader
Bluemtec 439580+30.0%7,500★
Quratis 348080+20.9%1,911
Raphas 214260+8.1%19,700
Dae Hwa Pharm 067080+7.7%15,400
BNC Korea 256840+5.8%4,340
D&D Pharmatech 347850+5.0%75,300
Peptron 087010+4.7%172,900
Daebonglsco 078140+4.7%14,080
Daewoong Pharma 069620+4.6%142,700
KoBioLabs 348150+2.6%5,010

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3. Medical Devices (recurred after 9 days)

StockChangeCloseLeader
Metabiomed 059210+24.3%5,760★
Sghealthcare 398120+9.5%3,690
Lameditech 462510+8.3%8,650
Dentium 145720+6.9%77,100
i3system 214430+6.7%63,800
Laseroptek 199550+6.7%10,060
BioPlus 099430+6.5%8,210
Won Tech 336570+6.4%8,930

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4. Dental Care & Implants (recurred after 517 days)

StockChangeCloseLeader
Metabiomed 059210+24.3%5,760★
Pim Korea 448900+18.6%17,250
Hass 450330+17.0%10,060
Dentium 145720+6.9%77,100
Ray 228670+6.2%9,230
Dentis 261200+6.2%7,010
Dio 039840+3.9%20,650
Osteonic 226400+2.2%7,010
OSCOTECInc 039200+1.5%26,900
ValueAddedTechnology 043150+1.0%20,250

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5. Semiconductor Equipment (recurred after 6 days)

StockChangeCloseLeader
KohYoungTechnology 098460+21.6%17,400★
Park Systems 140860+9.9%222,500
GnBS eco 382800+6.3%3,935
Withtech 348350+5.6%8,050
Hanwha Vision 489790+4.7%63,000
GigaVis 420770+3.8%27,300
UniTest 086390+3.3%10,380
Sec 081180+3.2%15,550
Cymechs 160980+2.8%11,870

6. Carbon Credits & CCUS (recurred after 16 days)

StockChangeCloseLeader
Ecoeye 448280+30.0%13,390★
Airrane 163280+7.1%19,820
Green Chemical 083420+7.0%8,960
SJG Sejong 033530+3.6%4,340
Unid 014830+3.2%89,800
Chemtros 220260+2.8%4,730
Ecopro HN 383310+1.3%28,150
Mi 059090+1.1%11,180
Hansol HomeDeco 025750+1.0%739

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7. Defense & War (3 days running)

StockChangeCloseLeader
Pyung Hwa Industrial 090080+18.7%1,476★
i3system 214430+6.7%63,800
SNT Dynamics 003570+5.7%36,300
MNC Solution 484870+4.8%110,600
WaveElectronics 095270+4.5%5,370
COTS Technology 448710+3.4%19,650
Sec 081180+3.2%15,550
Kencoa Aerospace 274090+3.1%13,090
Welcron 065950+3.1%2,190

8. Medical AI (recurred after 9 days)

StockChangeCloseLeader
Oncocross 382150+9.1%13,620★
Tomatosystem 393210+5.2%8,170
SyntekaBio 226330+3.5%7,370
3billion 394800+3.3%6,870
Moadata 288980+2.5%1,230
Coreline Soft 384470+2.5%6,700
Insung Information 033230+2.2%2,295
SELVAS Healthcare 208370+1.4%4,965
ezCaretech 099750+1.3%18,100

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Closing Thoughts

Defense & War was the only theme on a streak, now at 3, with an average change of 5.91%. Its run began on 2025-05-02, led by Pyung Hwa Industrial at 18.74%.

The other seven themes all came back after gaps, with Dental Care & Implants returning after 517 days. The next session’s data will show whether these one-day runs continue.