Aug 27: 7 Strong Themes — GLP-1 & Obesity Drugs, Hydrogen (Fuel Cells, Vehicles)
7 strong themes — 1 running · 6 recurred. Top: GLP-1 & Obesity Drugs +13.0%.
Strong themes7
Top change+13.0%
LeaderInventage Lab
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 |
|---|---|---|---|
| GLP-1 & Obesity Drugs | Inventage Lab | +30.00% | |
| Hydrogen (Fuel Cells, Vehicles) | NK | +29.99% | |
| Shipbuilding Equipment | Bumhan Fuel Cell | +11.60% | |
| Shipbuilding | HD Hyundai Mipo | +14.59% | - |
| Semiconductor Materials & Components | Mi | +21.42% | |
| Semiconductor Equipment | Intekplus | +7.36% | |
| iPhone Supply Chain | BHCo | +7.42% |
Seven themes led the Aug 27 session, and every stock in them closed higher. GLP-1 & Obesity Drugs topped the list with an average change of 13.04%, with all 10 of its stocks up.
Hydrogen (Fuel Cells, Vehicles) came next at an average change of 9.97%, led by NK’s 29.99% jump. Shipbuilding Equipment averaged 9.0%, and Bumhan Fuel Cell rose 11.6% in both themes.
Inventage Lab led the obesity group with a 30.0% gain, and KoBioLabs and Quratis rose 29.96% and 29.91%. Semiconductor Equipment was the only theme on its second straight day.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | GLP-1 & Obesity Drugs | recurred after 2 days | +13.0% | 10/10 | Inventage Lab |
| 2 | Hydrogen (Fuel Cells, Vehicles) | recurred after 13 days | +10.0% | 9/9 | NK |
| 3 | Shipbuilding Equipment | recurred after 5 days | +9.0% | 10/10 | Bumhan Fuel Cell |
| 4 | Shipbuilding | recurred after 5 days | +6.1% | 7/7 | HD Hyundai Mipo |
| 5 | Semiconductor Materials & Components | recurred after 6 days | +5.3% | 10/10 | Mi |
| 6 | Semiconductor Equipment | 2 days running | +5.3% | 10/10 | Intekplus |
| 7 | iPhone Supply Chain | recurred after 2 days | +2.8% | 10/10 | BHCo |
Theme by Theme
1. GLP-1 & Obesity Drugs (recurred after 2 days)
- Episode: started 2025-08-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Inventage Lab 389470 | +30.0% | 47,450 | ★ |
KoBioLabs 348150 | +30.0% | 6,160 | |
Quratis 348080 | +29.9% | 1,238 | |
G2gbio 456160 | +14.5% | 158,400 | |
Shaperon 378800 | +8.5% | 2,435 | |
OliX Pharmaceuticals 226950 | +7.0% | 59,400 | |
Sam Chun Dang Pharm 000250 | +3.7% | 194,100 | |
Nibec 138610 | +2.5% | 24,450 | |
Peptron 087010 | +2.2% | 320,500 | |
Bluemtec 439580 | +2.0% | 6,100 |
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2. Hydrogen (Fuel Cells, Vehicles) (recurred after 13 days)
- Episode: started 2025-08-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NK 085310 | +30.0% | 1,270 | ★ |
Mi 059090 | +21.4% | 16,550 | |
Bumhan Fuel Cell 382900 | +11.6% | 20,400 | |
Woniltni 136150 | +9.1% | 22,750 | |
THN 019180 | +5.0% | 5,230 | |
Dit 110990 | +4.1% | 12,080 | |
DK-Lok 105740 | +2.9% | 8,820 | |
Daechang Solution 096350 | +2.8% | 436 | |
Daewonkangup 000430 | +2.7% | 4,145 |
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3. Shipbuilding Equipment (recurred after 5 days)
- Episode: started 2025-08-27, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Samyoung M-tek C0 054540 | +14.1% | 6,570 | |
Daeyang Electric 108380 | +11.9% | 29,200 | |
Bumhan Fuel Cell 382900 | +11.6% | 20,400 | ★ |
S&SYS 0008Z0 | +10.3% | 49,150 | |
HD-Hyundai Marine Engine 071970 | +8.6% | 85,700 | |
Hanla IMS 092460 | +8.1% | 12,890 | |
Dongbang Ship Machinery 099410 | +7.5% | 3,655 | |
Il Seung 333430 | +6.6% | 6,000 | |
Finebesteel 133820 | +5.9% | 1,696 | |
Hyundai HYMS 460930 | +5.5% | 23,200 |
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4. Shipbuilding (recurred after 5 days)
- Episode: started 2025-08-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Mipo 010620 | +14.6% | 216,000 | ★ |
HD Hyundai Heavy Industries 329180 | +11.3% | 521,000 | |
Samsung Heavy Industries 010140 | +6.8% | 22,000 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +6.5% | 369,500 | |
Hanwha Ocean 042660 | +2.9% | 110,900 | |
HJ Shipbuilding & Construction 097230 | +0.7% | 13,900 | |
Daehan Shipbuilding 439260 | +0.2% | 90,500 |
5. Semiconductor Materials & Components (recurred after 6 days)
- Episode: started 2025-08-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mi 059090 | +21.4% | 16,550 | ★ |
Nepes 033640 | +8.7% | 12,940 | |
HanaMicron 067310 | +5.5% | 12,770 | |
Hansol IONES 114810 | +3.9% | 9,180 | |
Hana Materials 166090 | +3.5% | 25,300 | |
DNFCo 092070 | +3.0% | 13,990 | |
Fine Semitech 036810 | +2.2% | 21,050 | |
WONIK Materials 104830 | +1.9% | 23,950 | |
HVM 295310 | +1.7% | 30,550 | |
Micro2nano 424980 | +1.6% | 7,690 |
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6. Semiconductor Equipment (2 days running)
- Episode: started 2025-08-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Tfe 425420 | +7.6% | 38,800 | |
Intekplus 064290 | +7.4% | 12,990 | ★ |
VM 089970 | +5.5% | 11,560 | |
HanaMicron 067310 | +5.5% | 12,770 | |
GlobalStandardTechnology 083450 | +5.3% | 20,200 | |
Apact 200470 | +5.2% | 2,715 | |
Koses 089890 | +5.2% | 12,620 | |
Dit 110990 | +4.1% | 12,080 | |
Rorze Systems 071280 | +3.9% | 12,380 | |
SurplusGLOBAL 140070 | +3.7% | 2,405 |
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7. iPhone Supply Chain (recurred after 2 days)
- Episode: started 2025-08-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BHCo 090460 | +7.4% | 18,250 | ★ |
Duk San Neolux 213420 | +6.3% | 48,850 | |
LG Innotek 011070 | +3.9% | 166,600 | |
Interflex 051370 | +2.7% | 8,820 | |
Derkwoo Electronics 263600 | +2.1% | 4,860 | |
HyVISION SYSTEM 126700 | +1.4% | 15,100 | |
Protec 053610 | +1.3% | 27,100 | |
Samsung Electro-mechanics 009150 | +1.1% | 161,300 | |
INNOX Advanced Materials 272290 | +1.0% | 24,650 | |
ITM Semiconductor 084850 | +0.8% | 13,040 |
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Closing Thoughts
Semiconductor Equipment has a streak of 2, and its episode runs through Aug 29. The Shipbuilding Equipment episode is recorded through Sep 2, a span of 7 days.
The iPhone Supply Chain theme averaged 2.81% on news that Apple set a launch date for the iPhone 17 series. Six themes came back after gaps of 2 to 13 days, and it’s an open question whether they last past one day.