Sep 2: 8 Strong Themes — Robotics (Industrial & Collaborative), Smart Factory

September 2, 2025 · #Robotics (Industrial & Collaborative) #Smart Factory #AI & Robotics #GLP-1 & Obesity Drugs #Gene Therapy & Genomics #Shipbuilding Equipment #Semiconductor Equipment #Pharma

8 strong themes — 1 running · 7 recurred. Top: Robotics (Industrial & Collaborative) +11.4%.

Strong themes8 Top change+11.4% LeaderHyundai Movex

Average change by strong theme

Average change of member stocks, by theme · descending
Robotics (Industrial & Collaborative)
+11.4%
Smart Factory
+9.0%
AI & Robotics
+8.6%
GLP-1 & Obesity Drugs
+8.6%
Gene Therapy & Genomics
+7.9%
Shipbuilding Equipment
+6.3%
Semiconductor Equipment
+6.0%
Pharma
+6.0%

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
Robotics (Industrial & Collaborative)Hyundai Movex+29.97%
Smart FactoryHyundai Movex+29.97%
AI & RoboticsRussell+11.62%
GLP-1 & Obesity DrugsOliX Pharmaceuticals+29.93%
Gene Therapy & GenomicsKoBioLabs+17.36%
Shipbuilding EquipmentSejin Heavy Industries+16.71%
Semiconductor EquipmentRussell+11.62%
PharmaChoA Pharmaceutical+12.45%

Robotics (Industrial & Collaborative) led the Sep 2 session with an average change of 11.39%. All 10 stocks in the theme closed higher, a broad move across the group.

Hyundai Movex rose 29.97% and led both robotics and Smart Factory. Smart Factory returned after a gap of 574 days, posting an average change of 8.97%.

GLP-1 & Obesity Drugs posted an average change of 8.55%, led by OliX Pharmaceuticals at 29.93%. Shipbuilding Equipment logged a streak of 5, with Sejin Heavy Industries up 16.71%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Robotics (Industrial & Collaborative)recurred after 5 days+11.4%10/10Hyundai Movex
2Smart Factoryrecurred after 574 days+9.0%10/10Hyundai Movex
3AI & Roboticsrecurred after 7 days+8.6%8/8Russell
4GLP-1 & Obesity Drugsrecurred after 6 days+8.6%10/10OliX Pharmaceuticals
5Gene Therapy & Genomicsrecurred after 29 days+7.9%10/10KoBioLabs
6Shipbuilding Equipment5 days running+6.3%10/10Sejin Heavy Industries
7Semiconductor Equipmentrecurred after 4 days+6.0%10/10Russell
8Pharmarecurred after 8 days+6.0%10/10ChoA Pharmaceutical

Theme by Theme

1. Robotics (Industrial & Collaborative) (recurred after 5 days)

StockChangeCloseLeader
Hyundai Movex 319400+30.0%6,050★
Higen RNM 160190+13.4%38,600
Russell 217500+11.6%2,305
SBB Tech 389500+10.1%22,300
TXR Robotics 484810+9.5%14,270
Y2 Solution 011690+9.3%3,300
Neuromeka 348340+8.4%25,200
Hyulim ROBOT 090710+8.0%2,715
SPG 058610+7.5%27,400
Ajinextek 059120+6.3%7,130

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2. Smart Factory (recurred after 574 days)

StockChangeCloseLeader
Hyundai Movex 319400+30.0%6,050★
Zenix Robotics 381620+11.5%9,220
TXR Robotics 484810+9.5%14,270
Hyulim ROBOT 090710+8.0%2,715
Ajinextek 059120+6.3%7,130
Kornic Automation 391710+6.0%2,365
Yuilrobotics 388720+5.3%74,100
Smec 099440+4.7%3,925
LS THiRA-UTECH 322180+4.6%5,480
ISAAC Engineering 351330+3.9%7,690

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3. AI & Robotics (recurred after 7 days)

StockChangeCloseLeader
Robotis 108490+17.1%102,900
Russell 217500+11.6%2,305★
VAIV company 301300+9.8%4,750
Hyulim ROBOT 090710+8.0%2,715
Clobot 466100+5.9%20,050
Yujin Robot 056080+5.8%10,390
Yuilrobotics 388720+5.3%74,100
Angel Robotics 455900+5.1%21,800

4. GLP-1 & Obesity Drugs (recurred after 6 days)

StockChangeCloseLeader
OliX Pharmaceuticals 226950+29.9%76,400★
KoBioLabs 348150+17.4%6,760
D&D Pharmatech 347850+12.1%157,100
Dae Hwa Pharm 067080+4.7%13,850
Bluemtec 439580+4.6%5,730
Peptron 087010+4.3%313,000
Sam Chun Dang Pharm 000250+3.7%191,000
Choolip & Sciences 291650+3.2%1,195
Inventage Lab 389470+3.1%42,650
Nibec 138610+2.6%23,800

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5. Gene Therapy & Genomics (recurred after 29 days)

StockChangeCloseLeader
KoBioLabs 348150+17.4%6,760★
Geninus 389030+12.0%1,685
Helixmith 084990+9.4%7,180
Genome&Company 314130+8.1%2,675
Curocell 372320+7.4%38,650
ViGenCell 308080+7.2%3,865
3billion 394800+5.5%5,910
SyntekaBio 226330+4.7%5,610
CJ Bioscience 311690+3.9%10,070
ENCell 456070+3.9%10,430

6. Shipbuilding Equipment (5 days running)

StockChangeCloseLeader
Sejin Heavy Industries 075580+16.7%18,510★
Oriental Precision & Engineering 014940+7.7%7,940
Hy-lok 013030+7.3%35,400
KSP 073010+6.1%5,600
Taewoong 044490+5.3%36,950
Sung Kwang Bend 014620+4.5%35,000
Atum 355690+4.3%8,870
Dongbang Ship Machinery 099410+3.9%4,660
BMTCo 086670+3.9%11,490
T. K 023160+3.8%27,100

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7. Semiconductor Equipment (recurred after 4 days)

StockChangeCloseLeader
Russell 217500+11.6%2,305★
UniTest 086390+8.9%13,890
JNB 452160+8.4%8,210
Iste 212710+6.1%8,490
Robostar 090360+5.0%29,650
Intekplus 064290+4.9%13,170
VM 089970+4.5%13,060
Sec 081180+3.7%8,190
Laserssel 412350+3.5%3,125
Raon Robotics 232680+3.2%7,760

8. Pharma (recurred after 8 days)

StockChangeCloseLeader
ChoA Pharmaceutical 034940+12.4%1,138★
High Tech Pharm 106190+10.0%13,150
Enzychem Lifesciences 183490+7.2%1,060
Samil Pharmaceutical 000520+5.6%10,200
Dae Hwa Pharm 067080+4.7%13,850
Hwail Pharm 061250+4.4%1,158
Hanall Biopharma 009420+4.3%30,350
Prestige BioPharma 950210+4.1%13,610
Sam Chun Dang Pharm 000250+3.7%191,000
Choolip & Sciences 291650+3.2%1,195

Closing Thoughts

The Shipbuilding Equipment episode has run 7 days, from 2025-08-27 to 2025-09-02. Most other themes, including Gene Therapy & Genomics, began a fresh episode on Sep 2.

GLP-1 & Obesity Drugs and Pharma carry episodes ending Sep 4, spanning 3 days. Whether the robotics strength extends beyond its 1-day episode remains open.