Sep 22: 8 Strong Themes — Semiconductor Equipment, GLP-1 & Obesity Drugs
8 strong themes — 5 running · 3 recurred. Top: Semiconductor Equipment +11.4%.
Strong themes8
Top change+11.4%
LeaderJT
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 |
|---|---|---|---|
| Semiconductor Equipment | JT | +29.84% | |
| GLP-1 & Obesity Drugs | Dae Hwa Pharm | +27.01% | |
| System Semiconductors | Imagis | +16.80% | |
| Beauty & Cosmetics | DongKoo Bio & Pharma | +14.71% | |
| Semiconductor Materials & Components | Semcns | +11.45% | |
| Battery | Pemtron | +17.30% | |
| Inter-Korean Economic Cooperation | Good People | +12.96% | |
| AI & Robotics | Smec | +8.13% |
Every strong theme on Sep 22 closed with all of its listed stocks higher. Semiconductor Equipment led with an average change of 11.4% and a streak of 3.
Leader JT jumped 29.84%, the biggest gain in the theme. Chip names spread wider, with System Semiconductors averaging 8.77% and Semiconductor Materials & Components 6.97%.
GLP-1 & Obesity Drugs ranked second at 8.92%, with D&D Pharmatech up 29.9% and leader Dae Hwa Pharm up 27.01%. Beauty & Cosmetics reappeared with an average change of 7.98%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 3 days running | +11.4% | 10/10 | JT |
| 2 | GLP-1 & Obesity Drugs | 2 days running | +8.9% | 10/10 | Dae Hwa Pharm |
| 3 | System Semiconductors | 2 days running | +8.8% | 10/10 | Imagis |
| 4 | Beauty & Cosmetics | recurred after 4 days | +8.0% | 10/10 | DongKoo Bio & Pharma |
| 5 | Semiconductor Materials & Components | 3 days running | +7.0% | 10/10 | Semcns |
| 6 | Battery | recurred after 7 days | +6.2% | 10/10 | Pemtron |
| 7 | Inter-Korean Economic Cooperation | recurred after 31 days | +6.0% | 10/10 | Good People |
| 8 | AI & Robotics | 3 days running | +5.6% | 9/9 | Smec |
Theme by Theme
1. Semiconductor Equipment (3 days running)
- Episode: started 2025-09-18, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
JT 089790 | +29.8% | 5,830 | ★ |
Pemtron 168360 | +17.3% | 21,900 | |
Asflow 159010 | +13.3% | 4,500 | |
Apact 200470 | +11.2% | 4,755 | |
Tfe 425420 | +10.8% | 44,200 | |
Wonik Holdings 030530 | +8.4% | 12,600 | |
Techwing 089030 | +7.0% | 56,900 | |
Systems Technology 039440 | +5.9% | 23,250 | |
Nepes Ark 330860 | +5.3% | 17,750 | |
LEENO Industrial 058470 | +5.0% | 53,000 |
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2. GLP-1 & Obesity Drugs (2 days running)
- Episode: started 2025-09-19, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
D&D Pharmatech 347850 | +29.9% | 215,500 | |
Dae Hwa Pharm 067080 | +27.0% | 18,290 | ★ |
Sam Chun Dang Pharm 000250 | +13.2% | 257,000 | |
Peptron 087010 | +5.0% | 304,000 | |
Yuhan 000100 | +3.9% | 123,200 | |
HK inno.N 195940 | +2.4% | 47,650 | |
Daewoong Pharma 069620 | +2.1% | 144,500 | |
Daebonglsco 078140 | +2.1% | 13,770 | |
Synergy Innovation 048870 | +1.8% | 2,800 | |
Dx & Vx 180400 | +1.8% | 2,260 |
3. System Semiconductors (2 days running)
- Episode: started 2025-09-19, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Imagis 115610 | +16.8% | 1,460 | ★ |
Winpac 097800 | +14.0% | 626 | |
Fadu 440110 | +12.6% | 24,200 | |
Quality Reliability Technology 405100 | +10.0% | 16,540 | |
Nepes 033640 | +7.1% | 15,220 | |
Techwing 089030 | +7.0% | 56,900 | |
Nepes Ark 330860 | +5.3% | 17,750 | |
Mdevice 226590 | +5.2% | 21,350 | |
LEENO Industrial 058470 | +5.0% | 53,000 | |
Qualitas Semiconductor 432720 | +4.8% | 16,010 |
4. Beauty & Cosmetics (recurred after 4 days)
- Episode: started 2025-09-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DongKoo Bio & Pharma 006620 | +14.7% | 5,770 | ★ |
DYD 219550 | +10.1% | 251 | |
GFC Life Science 388610 | +8.8% | 21,050 | |
Hyundai Bioland 052260 | +8.2% | 5,180 | |
Chungdamglobal 362320 | +7.5% | 9,090 | |
Genic 123330 | +7.4% | 28,250 | |
Hyundai Bioscience 048410 | +6.3% | 5,890 | |
Organic Tea Cosmetics Holdings 900300 | +5.7% | 388 | |
Heng Sheng Holding Group 900270 | +5.6% | 245 | |
CSA Cosmic 083660 | +5.4% | 833 |
5. Semiconductor Materials & Components (3 days running)
- Episode: started 2025-09-18, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Semcns 252990 | +11.4% | 6,910 | ★ |
Haesung DS 195870 | +8.8% | 30,150 | |
Micro Contact Solution 098120 | +7.5% | 21,500 | |
Nepes 033640 | +7.1% | 15,220 | |
Hansol IONES 114810 | +6.7% | 13,760 | |
Micro2nano 424980 | +6.6% | 9,650 | |
Dongjin Semichem 005290 | +6.2% | 41,350 | |
WONIK Materials 104830 | +5.3% | 30,800 | |
Protec Mems Technology 147760 | +5.1% | 2,900 | |
Samt 031330 | +5.0% | 3,375 |
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6. Battery (recurred after 7 days)
- Episode: started 2025-09-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pemtron 168360 | +17.3% | 21,900 | ★ |
Sangsinenergydisplayprecision 091580 | +6.4% | 10,860 | |
Philoptics 161580 | +6.1% | 38,500 | |
S-chem 475660 | +5.1% | 7,840 | |
Lemon 294140 | +5.0% | 6,510 | |
Koses 089890 | +4.9% | 15,320 | |
Sebitchem 107600 | +4.8% | 27,050 | |
L&F 066970 | +4.6% | 77,900 | |
meerecompanyIncorporated 049950 | +4.1% | 16,640 | |
Shin Heung Energy & Electronics 243840 | +4.0% | 4,835 |
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7. Inter-Korean Economic Cooperation (recurred after 31 days)
- Episode: started 2025-09-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Good People 033340 | +13.0% | 2,310 | ★ |
J.estina 026040 | +11.0% | 4,030 | |
In the F 014990 | +7.8% | 1,178 | |
Ilshin Stone 007110 | +6.2% | 1,975 | |
Shinwon 009270 | +5.9% | 1,738 | |
Jaeyoung Solutec 049630 | +5.6% | 824 | |
Ananti 025980 | +4.0% | 9,090 | |
Korea Petroleum Industries Company 004090 | +2.3% | 14,250 | |
Codes Combine 047770 | +2.3% | 1,963 | |
Jahwa Electronics 033240 | +1.4% | 21,550 |
8. AI & Robotics (3 days running)
- Episode: started 2025-09-18, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Smec 099440 | +8.1% | 4,520 | ★ |
Newen AI 463020 | +8.0% | 27,750 | |
Nepes 033640 | +7.1% | 15,220 | |
KAON Group 078890 | +6.6% | 4,270 | |
Robotis 108490 | +5.4% | 143,600 | |
Angel Robotics 455900 | +4.9% | 26,700 | |
meerecompanyIncorporated 049950 | +4.1% | 16,640 | |
RoboRobo 215100 | +4.0% | 7,030 | |
Yujin Robot 056080 | +2.1% | 12,150 |
Closing Thoughts
Semiconductor Equipment, Semiconductor Materials & Components and AI & Robotics each carry a streak of 3. Whether those runs extend is the first thing to track.
Inter-Korean Economic Cooperation resurfaced after 31 days, led by Good People at 12.96%. Battery also returned, led by Pemtron at 17.3%.