May 27: 5 Strong Themes — Semiconductor Equipment, GLP-1 & Obesity Drugs
5 strong themes — 2 running · 3 recurred. Top: Semiconductor Equipment +8.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductor Equipment | Raon Robotics | +22.28% | |
| GLP-1 & Obesity Drugs | D&D Pharmatech | +30.00% | |
| Semiconductor Majors (Fabrication) | SK hynix | +9.31% | |
| Pharma | Hanall Biopharma | +19.63% | |
| Cancer Immunotherapy | Ahn-gook Pharmaceutical | +8.88% |
Semiconductor Equipment led the May 27 session with an average change of 8.24%, and all 10 stocks closed higher. Raon Robotics topped the group at 22.28%.
D&D Pharmatech jumped 30.0%, lifting GLP-1 & Obesity Drugs to an average change of 7.5%. News that day tied the move to MASH phase 2 trial results.
Chipmakers joined in: SK hynix rose 9.31% and Samsung Electronics 2.68%, a second straight day for Semiconductor Majors (Fabrication).
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 4 days running | +8.2% | 10/10 | Raon Robotics |
| 2 | GLP-1 & Obesity Drugs | recurred after 5 days | +7.5% | 7/7 | D&D Pharmatech |
| 3 | Semiconductor Majors (Fabrication) | 2 days running | +6.0% | 2/2 | SK hynix |
| 4 | Pharma | recurred after 5 days | +5.5% | 10/10 | Hanall Biopharma |
| 5 | Cancer Immunotherapy | recurred after 5 days | +4.7% | 10/10 | Ahn-gook Pharmaceutical |
Theme by Theme
1. Semiconductor Equipment (4 days running)
- Episode: started 2026-05-21, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Raon Robotics 232680 | +22.3% | 22,500 | ★ |
Iste 212710 | +14.9% | 14,070 | |
Device 187870 | +12.7% | 25,700 | |
Apact 200470 | +8.8% | 10,360 | |
Mirae 025560 | +5.9% | 37,600 | |
KoMi 183300 | +5.6% | 99,800 | |
Withtech 348350 | +5.0% | 11,000 | |
K-ensol 053080 | +2.6% | 13,700 | |
Justem 417840 | +2.4% | 18,990 | |
Hanyang Eng 045100 | +2.1% | 34,050 |
2. GLP-1 & Obesity Drugs (recurred after 5 days)
- Episode: started 2026-05-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
D&D Pharmatech 347850 | +30.0% | 98,800 | ★ |
OliX Pharmaceuticals 226950 | +7.0% | 177,200 | |
Peptron 087010 | +6.3% | 287,500 | |
Hanmi Pharm 128940 | +4.3% | 489,000 | |
Caregen 214370 | +3.1% | 93,300 | |
Nibec 138610 | +1.1% | 23,150 | |
G2gbio 456160 | +0.8% | 64,200 |
Related news
- 디앤디파마텍, MASH 신약 임상 2상 결과 공개에 ‘상한가’ [Why 바이오] — 서울경제 (Korean)
- [특징주] 디앤디파마텍 상한가, MASH 임상 2상 핵심 지표 유의성 확보 — 뉴스핌 (Korean)
- [급등락주 짚어보기] 삼성SDS·디앤디파마텍 상한가···AI 인프라·바이오株 강세 — 이투데이 (Korean)
3. Semiconductor Majors (Fabrication) (2 days running)
- Episode: started 2026-05-26, day 2
Related news
- SK하이닉스 ‘1조달러 클럽’ 진입 — 충청타임즈 (Korean)
4. Pharma (recurred after 5 days)
- Episode: started 2026-05-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanall Biopharma 009420 | +19.6% | 70,700 | ★ |
Ahn-gook Pharmaceutical 001540 | +8.9% | 11,280 | |
Green Lifescience 114450 | +8.1% | 3,260 | |
Samjin Pharmaceutical 005500 | +5.2% | 22,400 | |
GC Biopharma 006280 | +4.9% | 150,200 | |
Hanmi Pharm 128940 | +4.3% | 489,000 | |
Daehan Nupharm 054670 | +1.3% | 6,220 | |
Huons 243070 | +0.9% | 32,450 | |
ST Pharm 237690 | +0.8% | 139,700 | |
Keeps Biopharma 256940 | +0.6% | 6,960 |
Related news
- [장중수급포착] 한올바이오파마, 외국인/기관 동시 순매수… 주가 +10.70% — 뉴스핌 (Korean)
- [리포트 브리핑]한올바이오파마, ‘2026년 나는 다시 태어났다’ 목표가 85,000원 - 현대차증권 — 뉴스핌 (Korean)
5. Cancer Immunotherapy (recurred after 5 days)
- Episode: started 2026-05-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
AprilBio 397030 | +13.3% | 65,700 | |
Ahn-gook Pharmaceutical 001540 | +8.9% | 11,280 | ★ |
ViGenCell 308080 | +6.0% | 13,700 | |
GI Innovation 358570 | +5.9% | 14,980 | |
LigaChem Biosciences 141080 | +4.3% | 162,800 | |
OSCOTECInc 039200 | +4.0% | 43,900 | |
ImmuneOncia Therapeutics 424870 | +1.8% | 6,310 | |
CG Invites 083790 | +1.2% | 1,151 | |
ABL Bio 298380 | +0.8% | 118,500 | |
AbClon 174900 | +0.6% | 42,400 |
Closing Thoughts
The next question is whether the returning themes hold. Pharma, led by Hanall Biopharma at 19.63%, and Cancer Immunotherapy came back after a 5-day gap with every stock up.
For chips, the question is whether Semiconductor Equipment extends its 4-day streak, part of an episode that began May 21. All 10 of its stocks rose on May 27.