Sep 16: 8 Strong Themes — Webtoons, Nuclear

September 16, 2025 · #Webtoons #Nuclear #Semiconductor Majors (Fabrication) #Defense & War #Semiconductor Equipment #GLP-1 & Obesity Drugs #Beauty & Cosmetics #Advertising

8 strong themes — 1 running · 7 recurred. Top: Webtoons +7.2%.

Strong themes8 Top change+7.2% LeaderMr. Blue

Average change by strong theme

Average change of member stocks, by theme · descending
Webtoons
+7.2%
Nuclear
+6.2%
Semiconductor Majors (Fabrication)
+6.0%
Defense & War
+5.7%
Semiconductor Equipment
+5.5%
GLP-1 & Obesity Drugs
+4.5%
Beauty & Cosmetics
+3.6%
Advertising
+1.8%

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
WebtoonsMr. Blue+29.70%
NuclearBosung Power Technology+7.93%
Semiconductor Majors (Fabrication)DB HiTek+9.20%
Defense & WarCOTS Technology+7.00%
Semiconductor EquipmentGigaVis+16.99%
GLP-1 & Obesity DrugsIl Dong Pharmaceutical+13.35%
Beauty & CosmeticsCTK+9.67%
AdvertisingWise birds+0.57%

Eight themes closed strong on Sep 16, and every stock listed under each of them finished higher. Webtoons led with an average change of 7.16%, returning after a 33-day gap.

Mr. Blue jumped 29.7% after headlines on a Disney platform alliance with NAVER’s webtoon arm. NAVER itself rose just 0.43%.

Nuclear averaged 6.16%, Semiconductor Majors (Fabrication) 6.04% and Defense & War 5.67%. Il Dong Pharmaceutical rose 13.35% in GLP-1 & Obesity Drugs.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Webtoonsrecurred after 33 days+7.2%10/10Mr. Blue
2Nuclearrecurred after 12 days+6.2%10/10Bosung Power Technology
3Semiconductor Majors (Fabrication)recurred after 4 days+6.0%3/3DB HiTek
4Defense & Warrecurred after 5 days+5.7%9/9COTS Technology
5Semiconductor Equipment3 days running+5.5%10/10GigaVis
6GLP-1 & Obesity Drugsrecurred after 12 days+4.5%10/10Il Dong Pharmaceutical
7Beauty & Cosmeticsrecurred after 4 days+3.6%9/9CTK
8Advertisingrecurred after 145 days+1.8%9/9Wise birds

Theme by Theme

1. Webtoons (recurred after 33 days)

StockChangeCloseLeader
Mr. Blue 207760+29.7%2,105★
Ankey Ax 134580+16.6%2,920
Ylab 432430+8.3%5,500
KidariStudio 020120+4.6%4,080
NBT 236810+4.6%3,290
Finger Story 417180+4.0%2,460
JoyCity 067000+2.9%1,764
NAVER 035420+0.4%235,000
Daewon Media 048910+0.3%9,310
Soosung Webtoon 084180+0.1%3,740

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2. Nuclear (recurred after 12 days)

StockChangeCloseLeader
Woojin 105840+11.2%12,180
Bosung Power Technology 006910+7.9%4,490★
Doosan Enerbility 034020+7.7%63,300
WOOJIN Ntec 457550+6.2%24,000
Hantech 098070+5.6%52,800
Enertork 019990+5.4%7,840
Hanshin Machinery 011700+5.0%3,600
Woori Technology, Incorporation 032820+4.6%3,995
Kangwon Energy 114190+4.2%11,630
DK-Lok 105740+3.9%10,090

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3. Semiconductor Majors (Fabrication) (recurred after 4 days)

StockChangeCloseLeader
DB HiTek 000990+9.2%57,000★
SK hynix 000660+5.1%348,000
Samsung Electronics 005930+3.8%79,400

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4. Defense & War (recurred after 5 days)

StockChangeCloseLeader
COTS Technology 448710+7.0%21,400★
Hanwha Systems 272210+6.8%59,600
RF Materials 327260+6.6%12,840
RF Systems 474610+5.9%5,270
Poongsan 103140+5.6%137,800
Hanwha Aerospace 012450+5.6%1,041,000
Sensorview 321370+5.1%1,302
Woori Technology, Incorporation 032820+4.6%3,995
MNC Solution 484870+3.8%218,000

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5. Semiconductor Equipment (3 days running)

StockChangeCloseLeader
GigaVis 420770+17.0%36,500★
Koses 089890+6.6%14,020
Auros Technology 322310+6.5%26,350
Pemtron 168360+4.9%17,550
Pro2000 321260+4.1%2,285
EO Technics 039030+3.9%227,500
Tokai Carbon Korea 064760+3.5%145,800
Fine Semitech 036810+3.2%32,200
Yest 122640+3.1%20,450
YC 232140+2.8%12,350

6. GLP-1 & Obesity Drugs (recurred after 12 days)

StockChangeCloseLeader
Il Dong Pharmaceutical 249420+13.3%25,900★
Inventage Lab 389470+8.9%51,600
Hanmi Pharm 128940+6.7%319,000
Bluemtec 439580+4.1%6,060
Sam Chun Dang Pharm 000250+4.1%217,500
Quratis 348080+3.0%1,061
Dae Hwa Pharm 067080+1.9%14,610
Shaperon 378800+1.3%2,370
HK inno.N 195940+1.2%46,750
Chong Kun Dang Pharmaceutical 185750+0.8%83,300

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7. Beauty & Cosmetics (recurred after 4 days)

StockChangeCloseLeader
CTK 260930+9.7%5,900★
The Lamy 032860+5.9%1,464
HLB Global 003580+3.3%2,340
Organic Tea Cosmetics Holdings 900300+3.0%373
Genic 123330+2.8%27,300
Silicon 2 257720+2.8%43,000
d’Alba Global 483650+2.3%169,700
Pum-tech Korea 251970+1.5%61,700
Cellromax Science 471820+1.3%6,240

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8. Advertising (recurred after 145 days)

StockChangeCloseLeader
ADforus 397810+5.8%10,880
NBT 236810+4.6%3,290
Mobidays 363260+2.9%1,950
SM Culture & Contents 048550+0.7%1,358
Innocean Worldwide 214320+0.7%18,710
Wise birds 273060+0.6%1,064★
Emnet 123570+0.4%2,300
Artist Company 321820+0.3%5,980
Carelabs 263700+0.2%6,000

Closing Thoughts

Semiconductor Equipment is the only theme on a run, now at 3 sessions, led by GigaVis at 16.99%. Whether that streak continues is the open question for the next session.

Advertising came back after a 145-day gap but averaged only 1.81%. Beauty & Cosmetics averaged 3.62% as headlines cited visa-free entry for Chinese tourists.