Sep 6: 8 Strong Themes — GLP-1 & Obesity Drugs, Pharma

September 6, 2023 · #GLP-1 & Obesity Drugs #Pharma #AI & Robotics #Cybersecurity #Beauty & Cosmetics #Digital Health & Telehealth #Cannabis #ChatGPT & AI Chatbots

8 strong themes — 1 running · 6 recurred · 1 new. Top: GLP-1 & Obesity Drugs +13.0%.

Strong themes8 Top change+13.0% LeaderOliX Pharmaceuticals

Average change by strong theme

Average change of member stocks, by theme · descending
GLP-1 & Obesity Drugs
+13.0%
Pharma
+9.8%
AI & Robotics
+7.7%
Cybersecurity
+7.4%
Beauty & Cosmetics
+6.8%
Digital Health & Telehealth
+5.6%
Cannabis
+3.8%
ChatGPT & AI Chatbots
+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
GLP-1 & Obesity DrugsOliX Pharmaceuticals+22.36%
PharmaIl Dong Pharmaceutical+29.72%
AI & RoboticsSmec+9.72%
CybersecuritySecuLetter+27.40%
Beauty & CosmeticsOlipass+14.61%
Digital Health & TelehealthezCaretech+11.70%
CannabisOsung Advanced Materials+10.60%
ChatGPT & AI ChatbotsSelvas AI+7.76%

Pharmaceutical stocks led the 2023-09-06 session. GLP-1 & Obesity Drugs was the strongest theme, with all 9 stocks rising for an average change of 13.04%.

Il Dong Pharmaceutical rose 29.72% and led Pharma, which posted an average change of 9.85% after a 28-day gap. News cited Phase 1 approval for its diabetes candidate.

Outside pharma, AI & Robotics averaged 7.69%, and Cybersecurity posted 7.44% on a 2-day streak. SecuLetter jumped 27.4%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1GLP-1 & Obesity Drugsnew+13.0%9/9OliX Pharmaceuticals
2Pharmarecurred after 28 days+9.8%9/9Il Dong Pharmaceutical
3AI & Roboticsrecurred after 2 days+7.7%9/9Smec
4Cybersecurity2 days running+7.4%7/7SecuLetter
5Beauty & Cosmeticsrecurred after 9 days+6.8%10/10Olipass
6Digital Health & Telehealthrecurred after 7 days+5.6%8/8ezCaretech
7Cannabisrecurred after 6 days+3.8%10/10Osung Advanced Materials
8ChatGPT & AI Chatbotsrecurred after 2 days+3.5%9/9Selvas AI

Theme by Theme

1. GLP-1 & Obesity Drugs (new)

StockChangeCloseLeader
Il Dong Pharmaceutical 249420+29.7%20,600
OliX Pharmaceuticals 226950+22.4%23,750★
Nibec 138610+21.2%23,400
Dae Hwa Pharm 067080+15.5%11,800
Raphas 214260+9.1%26,950
Daewon Pharmaceutical 003220+7.4%17,620
Inventage Lab 389470+5.8%22,950
BNC Korea 256840+3.4%4,695
Peptron 087010+3.0%37,068

Related news

2. Pharma (recurred after 28 days)

StockChangeCloseLeader
Il Dong Pharmaceutical 249420+29.7%20,600★
Dae Hwa Pharm 067080+15.5%11,800
Choolip & Sciences 291650+8.8%3,491
Ahn-gook Pharmaceutical 001540+8.6%8,170
PharmGen Science 004720+8.0%6,600
Daewon Pharmaceutical 003220+7.4%17,620
Sam Chun Dang Pharm 000250+3.6%96,600
RPbio 314140+3.5%9,040
ChoA Pharmaceutical 034940+3.4%1,936

Related news

3. AI & Robotics (recurred after 2 days)

StockChangeCloseLeader
Deepnoid 315640+13.1%14,114
JLK 322510+11.3%28,754
Smec 099440+9.7%4,289★
Selvas AI 108860+7.8%25,700
SyntekaBio 226330+7.0%14,509
Yujin Robot 056080+6.3%11,260
LaonPeople 300120+5.6%4,968
Samsung SDS 018260+4.4%150,400
Alchera 347860+4.1%10,908

Related news

4. Cybersecurity (2 days running)

StockChangeCloseLeader
SecuLetter 418250+27.4%35,100★
Monitorapp 434480+8.0%9,150
ESTsoft 047560+4.1%17,430
Genians 263860+3.9%12,200
Bellock 424760+3.8%4,671
CyberOne 356890+2.5%4,284
S Net Systems 038680+2.4%5,030

5. Beauty & Cosmetics (recurred after 9 days)

StockChangeCloseLeader
Olipass 244460+14.6%28,859★
Pharmicell 005690+13.2%7,700
Raphas 214260+9.1%26,950
Beautyskin 406820+6.0%6,891
Bonne 226340+4.7%10,125
L&C Bio 290650+4.3%38,700
Englewood Lab 950140+4.2%12,380
iFamilySC 114840+4.1%14,629
Caregen 214370+4.1%42,300
Classys 214150+3.9%40,150

Related news

6. Digital Health & Telehealth (recurred after 7 days)

StockChangeCloseLeader
ezCaretech 099750+11.7%12,661★
JLK 322510+11.3%28,754
Insung Information 033230+5.3%3,338
INFINITT Healthcare 071200+4.7%5,919
Carelabs 263700+3.5%5,700
GC MediAI 032620+3.2%5,120
Tomatosystem 393210+2.7%5,410
Macrogen 038290+2.2%19,420

Related news

7. Cannabis (recurred after 6 days)

StockChangeCloseLeader
Osung Advanced Materials 052420+10.6%20,350★
Eone Diagnomics Genome Center 245620+9.1%2,344
BNC Korea 256840+3.4%4,695
HLB bioStep 278650+3.4%15,425
Hwail Pharm 061250+3.0%22,050
Wooree Bio 082850+2.9%2,455
NFC 265740+2.1%4,445
Medicox 054180+1.7%20,370
Setopia 222810+1.4%13,000
Icure Pharmaceutical Incorporation 175250+0.8%2,540

8. ChatGPT & AI Chatbots (recurred after 2 days)

StockChangeCloseLeader
Selvas AI 108860+7.8%25,700★
BRIDGETECCorp 064480+7.7%8,530
Samsung SDS 018260+4.4%150,400
ESTsoft 047560+4.1%17,430
Hancom 030520+2.6%14,390
Maum.ai 377480+1.6%34,850
Datasolution 263800+1.5%6,030
NAVER 035420+0.9%214,000
Exem 205100+0.6%3,153

Closing Thoughts

Cybersecurity was the only theme on a consecutive run, with a streak of 2. Every other theme on the list showed a streak of 1.

GLP-1 & Obesity Drugs appeared as a new theme this session. News linked it to a Danish drugmaker overtaking LVMH as Europe’s most valuable company. It remains to be seen whether the theme shows up again.