Sep 28: 8 Strong Themes — Medical AI, Cancer Immunotherapy
8 strong themes — 1 running · 7 recurred. Top: Medical AI +14.4%.
Strong themes8
Top change+14.4%
Leader3billion
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 |
|---|---|---|---|
| Medical AI | 3billion | +25.52% | |
| Cancer Immunotherapy | HLB | +29.95% | |
| Pharma | HLB Pharmaceutical | +30.00% | |
| Mobile Games | Thumbage | +9.61% | |
| Auto Parts | Bowon Chemical | +15.13% | |
| Solar | Hansol Technics | +7.98% | |
| Games | Actoz Soft | +21.75% | |
| PCB & Flexible PCB | NEWFLEXTECHNOLGYCo | +12.08% |
On Sep 28, all eight strong themes closed with every one of their stocks higher. Medical AI led with an average change of 14.44%, and all 10 of its stocks rose.
HLB rose 29.95% to lead Cancer Immunotherapy, which averaged 10.48%. In Pharma, HLB Pharmaceutical gained 30.0%, the largest single move in the data.
Solar was the only theme on a streak, now at 2 sessions in an episode that began Sep 23. Mobile Games and Games both returned after a gap of 90 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Medical AI | recurred after 7 days | +14.4% | 10/10 | 3billion |
| 2 | Cancer Immunotherapy | recurred after 13 days | +10.5% | 10/10 | HLB |
| 3 | Pharma | recurred after 13 days | +9.1% | 10/10 | HLB Pharmaceutical |
| 4 | Mobile Games | recurred after 90 days | +7.6% | 10/10 | Thumbage |
| 5 | Auto Parts | recurred after 34 days | +7.3% | 10/10 | Bowon Chemical |
| 6 | Solar | 2 days running | +6.8% | 10/10 | Hansol Technics |
| 7 | Games | recurred after 90 days | +6.4% | 10/10 | Actoz Soft |
| 8 | PCB & Flexible PCB | recurred after 6 days | +5.4% | 10/10 | NEWFLEXTECHNOLGYCo |
Theme by Theme
1. Medical AI (recurred after 7 days)
- Episode: started 2026-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
3billion 394800 | +25.5% | 7,280 | ★ |
Vuno 338220 | +22.4% | 6,820 | |
Lunit 328130 | +19.0% | 11,670 | |
SELVAS Healthcare 208370 | +17.1% | 2,745 | |
Deepnoid 315640 | +13.7% | 2,200 | |
Insung Information 033230 | +11.7% | 1,120 | |
Seers 458870 | +11.2% | 27,850 | |
Pharos iBio 388870 | +9.1% | 6,000 | |
Oncocross 382150 | +8.1% | 3,925 | |
JLK 322510 | +6.7% | 5,120 |
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- 의료AI주, 인공지능 모멘텀 계속…쓰리빌리언 23%↑ — 머니투데이 (Korean)
2. Cancer Immunotherapy (recurred after 13 days)
- Episode: started 2026-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB 028300 | +29.9% | 39,700 | ★ |
The Codi 224060 | +22.6% | 5,390 | |
ImmuneOncia Therapeutics 424870 | +18.5% | 3,650 | |
ISU Abxis 086890 | +8.1% | 3,810 | |
Helixmith 084990 | +6.7% | 3,195 | |
Aimed Bio 0009K0 | +4.4% | 22,350 | |
Vaxcell-Bio Therapeutics 323990 | +4.4% | 4,395 | |
NeoImmuneTech 950220 | +3.5% | 1,952 | |
CG Invites 083790 | +3.3% | 997 | |
AprilBio 397030 | +3.3% | 18,700 |
Related news
- HLB 그룹주 상한가…담관암 신약 FDA 허가 — 한국경제 (Korean)
- 삼성전자·SK하이닉스 5%대 하락… HLB는 상한가 — 서울신문 (Korean)
- HLB 상한가·에코프로비엠 6% 급등… 반도체 장비주는 약세 — 서울신문 (Korean)
3. Pharma (recurred after 13 days)
- Episode: started 2026-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB Pharmaceutical 047920 | +30.0% | 9,620 | ★ |
Samik Pharm 014950 | +15.5% | 10,440 | |
Wsi 299170 | +10.9% | 1,510 | |
Kyung Nam Pharm 053950 | +6.3% | 2,095 | |
Theragen Etex 066700 | +5.9% | 2,245 | |
GC WellBeing 234690 | +5.8% | 9,490 | |
PharmGen Science 004720 | +5.0% | 2,965 | |
Kukjeon 307750 | +4.4% | 2,350 | |
Polaris AI Pharma 041910 | +4.1% | 5,610 | |
Hwail Pharm 061250 | +3.1% | 6,550 |
4. Mobile Games (recurred after 90 days)
- Episode: started 2026-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Actoz Soft 052790 | +21.8% | 4,870 | |
Neorigin 094860 | +14.6% | 1,586 | |
Thumbage 208640 | +9.6% | 878 | ★ |
Com2us 078340 | +7.2% | 37,450 | |
Kakao Games 293490 | +6.5% | 9,610 | |
Com2uS Holdings 063080 | +5.6% | 12,560 | |
Netmarble 251270 | +3.4% | 35,500 | |
Webzen 069080 | +3.0% | 11,650 | |
Wemade 112040 | +2.2% | 15,520 | |
Krafton 259960 | +2.0% | 202,000 |
5. Auto Parts (recurred after 34 days)
- Episode: started 2026-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bowon Chemical 0010F0 | +15.1% | 2,930 | ★ |
SNT Dynamics 003570 | +14.4% | 29,800 | |
LG Innotek 011070 | +8.0% | 578,000 | |
SNT Motiv 064960 | +7.5% | 27,400 | |
DN Automotive 007340 | +5.8% | 50,700 | |
Ewon Comfortech 088290 | +5.1% | 2,260 | |
SL 005850 | +4.8% | 50,600 | |
HS Hyosung Advanced Materials 298050 | +4.5% | 166,700 | |
Wooshin Systems 017370 | +3.9% | 3,470 | |
Mobase 101330 | +3.5% | 3,580 |
6. Solar (2 days running)
- Episode: started 2026-09-23, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Solutions 009830 | +14.2% | 33,350 | |
OCI Holdings Company 010060 | +10.9% | 228,500 | |
Hansol Technics 004710 | +8.0% | 10,690 | ★ |
DaejooElectronicMaterials 078600 | +7.7% | 92,800 | |
Advanced Nano Products 121600 | +7.5% | 55,800 | |
SDN Company 099220 | +4.2% | 5,250 | |
HD Hyundai Energy Solutions 322000 | +4.2% | 125,100 | |
Shinsung E&g 011930 | +3.8% | 17,640 | |
Lake Materials 281740 | +3.7% | 11,040 | |
OCI Company 456040 | +3.6% | 79,700 |
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7. Games (recurred after 90 days)
- Episode: started 2026-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Actoz Soft 052790 | +21.8% | 4,870 | ★ |
Neorigin 094860 | +14.6% | 1,586 | |
Com2us 078340 | +7.2% | 37,450 | |
Kakao Games 293490 | +6.5% | 9,610 | |
Netmarble 251270 | +3.4% | 35,500 | |
Webzen 069080 | +3.0% | 11,650 | |
Wemade 112040 | +2.2% | 15,520 | |
Krafton 259960 | +2.0% | 202,000 | |
Mgame 058630 | +1.9% | 3,975 | |
NC 036570 | +1.9% | 216,000 |
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8. PCB & Flexible PCB (recurred after 6 days)
- Episode: started 2026-09-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NEWFLEXTECHNOLGYCo 085670 | +12.1% | 3,480 | ★ |
Hyunwooindustrial 092300 | +6.0% | 2,560 | |
Korea Circuit 007810 | +6.0% | 69,000 | |
Lotte Energy Materials 020150 | +6.0% | 42,550 | |
Philoptics 161580 | +5.0% | 34,300 | |
PI Advanced Materials 178920 | +4.3% | 18,990 | |
Sang-a Frontec 089980 | +4.2% | 15,980 | |
YMT 251370 | +4.1% | 7,930 | |
Yjlink 209640 | +3.3% | 3,885 | |
Interflex 051370 | +3.3% | 7,230 |
Closing Thoughts
The open question is whether these one-day moves repeat. Every theme except Solar has a streak of 1, and Solar’s own run stands at 2.
Also worth following: whether the move in HLB after the FDA news reaches the rest of its group. Another question is whether Medical AI, led by 3billion at 25.52%, keeps the same breadth.