Sep 9: 7 Strong Themes — Beauty & Cosmetics, GLP-1 & Obesity Drugs

September 9, 2024 · #Beauty & Cosmetics #GLP-1 & Obesity Drugs #Ukraine Reconstruction #Glass Substrates #ChatGPT & AI Chatbots #AI & Robotics #Inter-Korean Economic Cooperation

7 strong themes — 7 recurred. Top: Beauty & Cosmetics +15.7%.

Strong themes7 Top change+15.7% LeaderDYD

Average change by strong theme

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+15.7%
GLP-1 & Obesity Drugs
+14.0%
Ukraine Reconstruction
+7.2%
Glass Substrates
+5.8%
ChatGPT & AI Chatbots
+5.3%
AI & Robotics
+4.8%
Inter-Korean Economic Cooperation
+4.6%

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
Beauty & CosmeticsDYD+30.00%
GLP-1 & Obesity DrugsDaebonglsco+29.87%
Ukraine ReconstructionDYD+30.00%
Glass SubstratesHB Technology+10.99%
ChatGPT & AI ChatbotsPolaris Office+14.88%
AI & RoboticsSaltlux+9.01%
Inter-Korean Economic CooperationCodes Combine+9.47%

Seven themes finished on 2024-09-09 with every listed stock higher. Beauty & Cosmetics led with an average change of 15.7%, and all 10 of its stocks rose.

GLP-1 & Obesity Drugs came next at an average change of 14.02%, led by Daebonglsco at 29.87%. Daebonglsco also appeared in Beauty & Cosmetics, and so did Raphas at 11.29%.

DYD rose 30.0% and led both Beauty & Cosmetics and Ukraine Reconstruction. Ukraine Reconstruction posted an average change of 7.21%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Beauty & Cosmeticsrecurred after 6 days+15.7%10/10DYD
2GLP-1 & Obesity Drugsrecurred after 11 days+14.0%10/10Daebonglsco
3Ukraine Reconstructionrecurred after 19 days+7.2%10/10DYD
4Glass Substratesrecurred after 62 days+5.8%10/10HB Technology
5ChatGPT & AI Chatbotsrecurred after 10 days+5.3%10/10Polaris Office
6AI & Roboticsrecurred after 10 days+4.8%10/10Saltlux
7Inter-Korean Economic Cooperationrecurred after 19 days+4.6%10/10Codes Combine

Theme by Theme

1. Beauty & Cosmetics (recurred after 6 days)

StockChangeCloseLeader
DYD 219550+30.0%312★
Genic 123330+29.9%13,930
Daebonglsco 078140+29.9%22,350
Raphas 214260+11.3%18,140
P&K Skin Research Center 347740+11.0%2,625
Silicon 2 257720+10.2%43,400
Englewood Lab 950140+9.3%12,550
Tonymoly 214420+9.1%9,020
VT 018290+8.4%33,400
Cosmecca Korea 241710+8.0%88,300

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2. GLP-1 & Obesity Drugs (recurred after 11 days)

StockChangeCloseLeader
Daebonglsco 078140+29.9%22,350★
Dx & Vx 180400+25.7%3,155
Inventage Lab 389470+17.1%16,330
Bluemtec 439580+13.1%21,550
D&D Pharmatech 347850+12.6%34,500
Raphas 214260+11.3%18,140
Shaperon 378800+10.5%3,375
Quratis 348080+8.4%889
HLB Pharmaceutical 047920+6.3%27,900
Peptron 087010+5.3%44,700

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3. Ukraine Reconstruction (recurred after 19 days)

StockChangeCloseLeader
DYD 219550+30.0%312★
Sambu Construction 001470+8.7%498
Polaris AI 039980+6.4%2,560
DAEMO Engineering 317850+5.1%9,620
Hyundai Everdigm 041440+4.6%7,900
SG 255220+4.4%2,715
Heerim Architects & Planners 037440+4.2%5,080
SC Engineering 023960+2.9%1,591
Daeyang Electric 108380+2.9%11,400
Development Advance Solution 058730+2.8%3,175

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4. Glass Substrates (recurred after 62 days)

StockChangeCloseLeader
HB Technology 078150+11.0%2,575★
Philoptics 161580+9.8%15,640
Taesung 323280+8.6%18,950
CHEMTRONICSCo 089010+6.9%21,700
FNS Tech 083500+6.0%10,090
meerecompanyIncorporated 049950+4.7%17,930
Ycchem 112290+4.1%13,270
GigaVis 420770+3.0%34,050
C&G Hi Tech 264660+2.6%13,150
Samsung Electro-mechanics 009150+1.9%132,900

5. ChatGPT & AI Chatbots (recurred after 10 days)

StockChangeCloseLeader
Polaris Office 041020+14.9%5,560★
Saltlux 304100+9.0%14,280
Polaris AI 039980+6.4%2,560
Hancom 030520+5.8%18,360
VAIV company 301300+3.6%4,350
Global Tax Free 204620+3.4%3,370
BRIDGETECCorp 064480+3.2%6,460
Flitto 300080+2.7%16,340
Samsung SDS 018260+2.3%155,000
Exem 205100+2.3%1,729

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6. AI & Robotics (recurred after 10 days)

StockChangeCloseLeader
Emro 058970+9.3%47,050
Saltlux 304100+9.0%14,280★
meerecompanyIncorporated 049950+4.7%17,930
Sandoll 419120+4.3%6,980
KohYoungTechnology 098460+4.1%10,150
Curexo 060280+3.8%7,320
VAIV company 301300+3.6%4,350
Nepes 033640+3.1%8,900
Korea Electronic Certification Authority 041460+3.0%3,450
Smec 099440+2.8%2,895

7. Inter-Korean Economic Cooperation (recurred after 19 days)

StockChangeCloseLeader
Codes Combine 047770+9.5%1,560★
Sambu Construction 001470+8.7%498
In the F 014990+6.3%670
Heerim Architects & Planners 037440+4.2%5,080
Ilshin Stone 007110+3.9%1,517
J.estina 026040+3.3%1,733
Shinwon 009270+2.9%1,204
Development Advance Solution 058730+2.8%3,175
GnCenergy 119850+2.5%5,440
Speco 013810+1.9%3,300

Closing Thoughts

Every theme returned after a gap. The gaps ran from 6 days for Beauty & Cosmetics to 62 days for Glass Substrates. Only the Beauty & Cosmetics episode runs to 2024-09-10, for a duration of 2 days.

AI names moved as well, with Polaris Office up 14.88% in ChatGPT & AI Chatbots. The next sessions will show whether these one-day episodes last longer.