Jul 5: 8 Strong Themes — Pharma, Biosimilars

July 5, 2024 · #Pharma #Biosimilars #GLP-1 & Obesity Drugs #Medical Devices #Energy Storage (ESS) #AI & Robotics #Robotics (Industrial & Collaborative) #Aesthetic Devices

8 strong themes — 8 recurred. Top: Pharma +9.8%.

Strong themes8 Top change+9.8% LeaderAprogen Biologics

Average change by strong theme

Average change of member stocks, by theme · descending
Pharma
+9.8%
Biosimilars
+9.1%
GLP-1 & Obesity Drugs
+8.8%
Medical Devices
+8.2%
Energy Storage (ESS)
+6.6%
AI & Robotics
+4.2%
Robotics (Industrial & Collaborative)
+4.0%
Aesthetic Devices
+2.9%

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
PharmaAprogen Biologics+29.94%
BiosimilarsAprogen Biologics+29.94%
GLP-1 & Obesity DrugsQuratis+21.08%
Medical Devicesi-SENS+18.34%
Energy Storage (ESS)Unitekno+26.69%
AI & RoboticsEverybot+10.73%
Robotics (Industrial & Collaborative)Everybot+10.73%
Aesthetic DevicesYuhan+12.02%

Healthcare dominated the 2024-07-05 session. Pharma led with an average change of 9.77%, and all 10 of its stocks rose. Biosimilars followed with an average change of 9.1%.

Aprogen Biologics led both themes with a gain of 29.94%. Yuhan rose 12.02%, and GLP-1 & Obesity Drugs averaged 8.84%, led by Quratis at 21.08%.

Outside healthcare, Energy Storage (ESS) averaged 6.61%, led by Unitekno at 26.69%. Robotics also rose, with Everybot up 10.73% and leading two themes.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Pharmarecurred after 22 days+9.8%10/10Aprogen Biologics
2Biosimilarsrecurred after 22 days+9.1%10/10Aprogen Biologics
3GLP-1 & Obesity Drugsrecurred after 3 days+8.8%10/10Quratis
4Medical Devicesrecurred after 7 days+8.2%9/9i-SENS
5Energy Storage (ESS)recurred after 2 days+6.6%10/10Unitekno
6AI & Roboticsrecurred after 52 days+4.2%10/10Everybot
7Robotics (Industrial & Collaborative)recurred after 31 days+4.0%9/9Everybot
8Aesthetic Devicesrecurred after 22 days+2.9%10/10Yuhan

Theme by Theme

1. Pharma (recurred after 22 days)

StockChangeCloseLeader
Aprogen Biologics 003060+29.9%1,380★
Yuhan 000100+12.0%89,500
HLB Pharmaceutical 047920+10.4%30,700
ST Pharm 237690+9.9%92,100
Sam Chun Dang Pharm 000250+8.2%196,700
JW Pharmaceutical 001060+6.7%32,650
Handok 002390+6.7%17,050
DongKoo Bio & Pharma 006620+5.3%6,970
Dong-a ST 170900+4.3%68,200
Icure Pharmaceutical Incorporation 175250+4.3%2,325

2. Biosimilars (recurred after 22 days)

StockChangeCloseLeader
Aprogen Biologics 003060+29.9%1,380★
Binex 053030+17.5%18,250
Alteogen 196170+8.6%279,000
Aprogen 007460+8.5%1,306
Sam Chun Dang Pharm 000250+8.2%196,700
Dong-a ST 170900+4.3%68,200
Prestige BioPharma 950210+4.2%9,190
Boryung 003850+3.7%10,170
Chong Kun Dang Pharmaceutical 185750+3.1%100,100
Hanmi Pharm 128940+3.0%287,000

3. GLP-1 & Obesity Drugs (recurred after 3 days)

StockChangeCloseLeader
Quratis 348080+21.1%1,350★
D&D Pharmatech 347850+20.5%34,400
Yuhan 000100+12.0%89,500
HLB Pharmaceutical 047920+10.4%30,700
Handok 002390+6.7%17,050
Dong-a ST 170900+4.3%68,200
Nibec 138610+3.7%18,990
Dae Hwa Pharm 067080+3.6%10,980
Chong Kun Dang Pharmaceutical 185750+3.1%100,100
Hanmi Pharm 128940+3.0%287,000

4. Medical Devices (recurred after 7 days)

StockChangeCloseLeader
i-SENS 099190+18.3%21,550★
HLB Life Science 067630+12.8%11,740
LigaChem Biosciences 141080+9.6%80,000
T&R Biofab 246710+7.2%6,360
Handok 002390+6.7%17,050
Vuno 338220+5.4%28,300
Huvitz 065510+4.6%13,100
Dongwoon Anatech 094170+4.5%18,930
LabGenomics 084650+4.4%2,275

5. Energy Storage (ESS) (recurred after 2 days)

StockChangeCloseLeader
Unitekno 241690+26.7%4,485★
YM Tech 273640+7.9%13,450
Carry 313760+6.0%6,880
SK eternix 475150+4.9%19,820
G2Power 388050+4.8%9,250
Samjin LND 054090+4.6%1,295
Samwha Electric 009470+4.0%67,700
LG Electronics 066570+2.7%110,800
Samwha Capacitor 001820+2.6%44,600
Samsung SDI 006400+2.0%382,000

6. AI & Robotics (recurred after 52 days)

StockChangeCloseLeader
Everybot 270660+10.7%21,050★
Emro 058970+7.0%58,300
CrowdWorks 355390+5.6%19,000
Samsung SDS 018260+2.9%162,400
Pintel 291810+2.9%2,650
LG Electronics 066570+2.7%110,800
Smec 099440+2.7%3,465
RoboRobo 215100+2.6%4,720
Saltlux 304100+2.4%18,580
Twim 290090+2.3%9,700

7. Robotics (Industrial & Collaborative) (recurred after 31 days)

StockChangeCloseLeader
Everybot 270660+10.7%21,050★
Elensys 264850+4.2%5,940
Haisung Aero-Robotics 059270+3.6%10,590
Rainbow Robotics 277810+3.5%155,200
SPG 058610+3.4%24,050
Samick THK 004380+3.4%11,890
Smec 099440+2.7%3,465
Doosan Robotics 454910+2.4%76,200
Yuilrobotics 388720+2.3%27,100

Related news

8. Aesthetic Devices (recurred after 22 days)

StockChangeCloseLeader
Yuhan 000100+12.0%89,500★
Laseroptek 199550+2.7%9,560
BNC Korea 256840+2.6%6,220
PharmaResearch 214450+2.5%139,200
Classys 214150+1.8%50,400
Hugel 145020+1.8%227,000
Medy-Tox 086900+1.5%151,600
Lameditech 462510+1.4%16,800
VIOL Medical 335890+1.3%11,480
Huons Global 084110+1.3%23,200

Related news

Closing Thoughts

Every theme on the list came back after a break, AI & Robotics after a 52-day gap. Only GLP-1 & Obesity Drugs has an episode that runs through 2024-07-08.

News linked the robotics gains to reports that Samsung is testing robots for unmanned chip processes. Every theme has a streak of 1, so the open question is whether Pharma keeps rising.