Oct 16: 8 Strong Themes — Biotechnology, Beauty & Cosmetics

October 16, 2026 · #Biotechnology #Beauty & Cosmetics #Semiconductor Equipment #Semiconductor Materials & Components #HBM (High Bandwidth Memory) #Gene Therapy & Genomics #Cancer Immunotherapy #Defense & War

8 strong themes — 1 running · 7 recurred. Top: Biotechnology +16.1%.

Strong themes8 Top change+16.1% LeaderFrom Bio

Average change by strong theme

Average change of member stocks, by theme · descending
Biotechnology
+16.1%
Beauty & Cosmetics
+15.0%
Semiconductor Equipment
+13.9%
Semiconductor Materials & Components
+13.1%
HBM (High Bandwidth Memory)
+10.4%
Gene Therapy & Genomics
+9.7%
Cancer Immunotherapy
+9.5%
Defense & War
+9.4%

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
BiotechnologyFrom Bio+29.98%
Beauty & CosmeticsL&C Bio+23.81%
Semiconductor EquipmentExicon+22.40%
Semiconductor Materials & ComponentsTiger Elec+16.98%
HBM (High Bandwidth Memory)MKElectron+13.92%
Gene Therapy & GenomicsHLB Genex+16.89%
Cancer ImmunotherapyVaxcell-Bio Therapeutics+10.54%
Defense & WarSec+8.66%

On Oct 16, every strong theme closed with all 10 of its stocks higher. Biotechnology led with an average change of 16.07%, and From Bio topped the group at 29.98%.

Beauty & Cosmetics was the only theme on a streak, rising for a second straight session with an average change of 15.03%. L&C Bio led the group, up 23.81%.

Chip names came back after an 8-day gap. Semiconductor Equipment averaged 13.9%, led by Exicon at 22.4%, while Semiconductor Materials & Components averaged 13.11%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Biotechnologyrecurred after 9 days+16.1%10/10From Bio
2Beauty & Cosmetics2 days running+15.0%10/10L&C Bio
3Semiconductor Equipmentrecurred after 8 days+13.9%10/10Exicon
4Semiconductor Materials & Componentsrecurred after 8 days+13.1%10/10Tiger Elec
5HBM (High Bandwidth Memory)recurred after 8 days+10.4%10/10MKElectron
6Gene Therapy & Genomicsrecurred after 15 days+9.7%10/10HLB Genex
7Cancer Immunotherapyrecurred after 15 days+9.5%10/10Vaxcell-Bio Therapeutics
8Defense & Warrecurred after 14 days+9.4%10/10Sec

Theme by Theme

1. Biotechnology (recurred after 9 days)

StockChangeCloseLeader
From Bio 377220+30.0%2,840★
Samik Pharm 014950+18.6%7,980
Curiox Biosystems 445680+18.3%68,000
HLB Genex 187420+16.9%2,500
Aminologics 074430+14.8%1,014
Peptron 087010+13.6%99,200
Remed 302550+12.8%2,390
Inventera 0007J0+12.7%9,310
OliX Pharmaceuticals 226950+12.1%98,000
curacle 365270+11.0%9,380

2. Beauty & Cosmetics (2 days running)

StockChangeCloseLeader
From Bio 377220+30.0%2,840
J2kbio 420570+24.7%8,700
L&C Bio 290650+23.8%70,100★
Kodi 080530+12.9%2,120
Outin Futures 227610+11.9%928
Genome&Company 314130+10.4%4,705
SMCG 460870+10.4%3,300
Apr 278470+8.9%325,500
Bonne 226340+8.7%5,550
Cosmecca Korea 241710+8.6%113,200

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3. Semiconductor Equipment (recurred after 8 days)

StockChangeCloseLeader
Exicon 092870+22.4%54,100★
Tfe 425420+16.9%62,900
Intekplus 064290+16.0%57,700
Systems Technology 039440+13.9%30,800
Seojin System 178320+13.9%39,700
Neosem 253590+13.4%14,960
Laserssel 412350+11.9%5,230
UniTest 086390+10.3%11,670
Koses 089890+10.2%30,000
Dawon Nexview 323350+10.0%11,700

4. Semiconductor Materials & Components (recurred after 8 days)

StockChangeCloseLeader
LTC 170920+17.2%36,500
Tiger Elec 219130+17.0%83,400★
OKins Electronics 080580+16.1%29,000
Semcns 252990+14.7%16,800
MKElectron 033160+13.9%17,150
Hanyang Digitech 078350+13.3%38,900
Protec Mems Technology 147760+10.6%3,600
Micro2nano 424980+10.0%10,340
3S Korea 060310+9.2%1,335
HVM 295310+9.1%60,300

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5. HBM (High Bandwidth Memory) (recurred after 8 days)

StockChangeCloseLeader
Systems Technology 039440+13.9%30,800
MKElectron 033160+13.9%17,150★
Laserssel 412350+11.9%5,230
UniTest 086390+10.3%11,670
Micro2nano 424980+10.0%10,340
Di 003160+9.9%40,500
ISC 095340+9.0%160,800
HANMI Semiconductor 042700+9.0%210,000
Justek 153890+8.3%7,390
Yest 122640+8.1%26,550

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6. Gene Therapy & Genomics (recurred after 15 days)

StockChangeCloseLeader
HLB Genex 187420+16.9%2,500★
Genome&Company 314130+10.4%4,705
AbClon 174900+10.4%23,800
Kanaph Therapeutics 0082N0+10.1%10,360
GC Genome 340450+9.2%9,230
Helixmith 084990+8.7%4,080
Curocell 372320+8.6%23,500
Rznomics 476830+8.0%22,100
Geninus 389030+7.9%1,650
Samyang Biopharm 0120G0+6.8%43,500

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7. Cancer Immunotherapy (recurred after 15 days)

StockChangeCloseLeader
curacle 365270+11.0%9,380
Vaxcell-Bio Therapeutics 323990+10.5%4,110★
AbClon 174900+10.4%23,800
Kanaph Therapeutics 0082N0+10.1%10,360
Aptabio Therapeutics 293780+9.3%6,970
Aimed Bio 0009K0+9.0%20,800
MedPacto 235980+8.9%3,145
Helixmith 084990+8.7%4,080
LigaChem Biosciences 141080+8.6%68,300
Cellid 299660+8.4%2,300

8. Defense & War (recurred after 14 days)

StockChangeCloseLeader
Catis 140430+12.8%2,155
Daesung Hi-Tech 129920+11.3%7,600
Haein 003010+10.8%7,190
RF Materials 327260+9.4%44,750
Sec 081180+8.7%5,720★
Kencoa Aerospace 274090+8.6%9,780
KNS Space and Defence 487400+8.4%4,915
Duksanhimetal 077360+8.4%11,890
Innosimulation 274400+8.4%2,370
Hanwha Aerospace 012450+7.8%888,000

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Closing Thoughts

Most themes ran only one day, so it remains to be seen whether they show up again. HBM (High Bandwidth Memory) averaged 10.44%, with MKElectron leading at 13.92%.

Biotech-linked groups also returned after a 15-day gap. Gene Therapy & Genomics averaged 9.7%, led by HLB Genex, while Defense & War averaged 9.45%.