Aug 4: 8 Strong Themes — Beauty & Cosmetics, AI & Robotics
8 strong themes — 8 recurred. Top: Beauty & Cosmetics +13.2%.
Strong themes8
Top change+13.2%
LeaderOrganic Tea Cosmetics Holdings
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 |
|---|---|---|---|
| Beauty & Cosmetics | Organic Tea Cosmetics Holdings | +29.58% | |
| AI & Robotics | Smec | +12.72% | |
| ChatGPT & AI Chatbots | Polaris Office | +21.10% | |
| Cloud Computing | Polaris Office | +21.10% | |
| Music & Entertainment | Hybe | +9.68% | |
| Webtoons | Ylab | +29.96% | |
| Music & Recordings | Hybe | +9.68% | |
| Shipbuilding Equipment | HD-Hyundai Marine Engine | +7.63% |
On 2023-08-04, Beauty & Cosmetics led the day’s strong themes with an average change of 13.24%, with all 10 stocks closing higher. Leader Organic Tea Cosmetics Holdings rose 29.58%.
AI-linked names followed, with AI & Robotics averaging 10.06%, led by Smec. ChatGPT & AI Chatbots and Cloud Computing shared leader Polaris Office, up 21.1%.
In content, Ylab jumped 29.96% to lead Webtoons, while Hybe led both Music & Entertainment and Music & Recordings at 9.68%. Shipbuilding Equipment averaged 4.05%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 8 days | +13.2% | 10/10 | Organic Tea Cosmetics Holdings |
| 2 | AI & Robotics | recurred after 3 days | +10.1% | 10/10 | Smec |
| 3 | ChatGPT & AI Chatbots | recurred after 3 days | +8.2% | 10/10 | Polaris Office |
| 4 | Cloud Computing | recurred after 42 days | +6.7% | 10/10 | Polaris Office |
| 5 | Music & Entertainment | recurred after 10 days | +5.8% | 9/9 | Hybe |
| 6 | Webtoons | recurred after 4 days | +5.2% | 10/10 | Ylab |
| 7 | Music & Recordings | recurred after 10 days | +4.2% | 10/10 | Hybe |
| 8 | Shipbuilding Equipment | recurred after 7 days | +4.0% | 9/9 | HD-Hyundai Marine Engine |
Theme by Theme
1. Beauty & Cosmetics (recurred after 8 days)
- Episode: started 2023-08-04, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Organic Tea Cosmetics Holdings 900300 | +29.6% | 92,000 | ★ |
Silicon 2 257720 | +16.0% | 9,000 | |
Cosnine 082660 | +13.9% | 1,612 | |
Manyo Factory 439090 | +12.4% | 25,850 | |
iFamilySC 114840 | +11.2% | 11,203 | |
Classys 214150 | +10.8% | 32,350 | |
Neopharm 092730 | +10.6% | 13,416 | |
Able C&C 078520 | +10.0% | 6,950 | |
Beautyskin 406820 | +9.2% | 5,916 | |
CSA Cosmic 083660 | +8.8% | 1,396 |
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2. AI & Robotics (recurred after 3 days)
- Episode: started 2023-08-04, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Smec 099440 | +12.7% | 1,950 | ★ |
T-Robotics 117730 | +12.4% | 28,600 | |
Robotis 108490 | +12.3% | 27,461 | |
Obzen 417860 | +11.5% | 49,850 | |
Robostar 090360 | +10.2% | 31,250 | |
Alchera 347860 | +9.3% | 12,500 | |
Saltlux 304100 | +8.6% | 45,550 | |
Deepnoid 315640 | +8.1% | 8,564 | |
Maum.ai 377480 | +7.8% | 27,050 | |
Konan Technology Incorporation 402030 | +7.6% | 42,127 |
3. ChatGPT & AI Chatbots (recurred after 3 days)
- Episode: started 2023-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Polaris Office 041020 | +21.1% | 6,140 | ★ |
Flitto 300080 | +9.1% | 12,558 | |
Saltlux 304100 | +8.6% | 45,550 | |
Maum.ai 377480 | +7.8% | 27,050 | |
Konan Technology Incorporation 402030 | +7.6% | 42,127 | |
Selvas AI 108860 | +7.5% | 25,800 | |
BRIDGETECCorp 064480 | +7.3% | 8,050 | |
Global Tax Free 204620 | +5.5% | 3,421 | |
VAIV company 301300 | +4.2% | 9,910 | |
Brainzcompany 099390 | +3.3% | 7,590 |
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4. Cloud Computing (recurred after 42 days)
- Episode: started 2023-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Polaris Office 041020 | +21.1% | 6,140 | ★ |
Commax 036690 | +10.3% | 3,375 | |
Saltlux 304100 | +8.6% | 45,550 | |
Samsung SDS 018260 | +5.3% | 134,600 | |
Saltware 328380 | +5.3% | 7,600 | |
B2En 307870 | +4.6% | 3,650 | |
Douzone Bizon 012510 | +3.7% | 32,500 | |
Emro 058970 | +2.8% | 70,800 | |
nTels 069410 | +2.7% | 5,120 | |
Namu Ax 242040 | +2.2% | 2,730 |
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5. Music & Entertainment (recurred after 10 days)
- Episode: started 2023-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hybe 352820 | +9.7% | 272,000 | ★ |
Loa & Co Holdings 204630 | +7.7% | 13,890 | |
YG Entertainment 122870 | +7.2% | 77,600 | |
Panentertainment 068050 | +6.8% | 4,525 | |
Next Entertainment World 160550 | +4.9% | 7,920 | |
Fantagio 032800 | +4.1% | 7,653 | |
Samhwa Networks 046390 | +4.1% | 5,455 | |
JYP Entertainment 035900 | +4.0% | 125,800 | |
SM Entertainment 041510 | +3.9% | 137,700 |
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- [장중수급포착] 하이브, 외국인/기관 동시 순매수… 주가 +6.25% — 뉴스핌 (Korean)
6. Webtoons (recurred after 4 days)
- Episode: started 2023-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ylab 432430 | +30.0% | 11,060 | ★ |
NBT 236810 | +5.4% | 7,800 | |
KidariStudio 020120 | +4.4% | 5,950 | |
Daewon Media 048910 | +3.6% | 13,770 | |
D&C Media 263720 | +3.5% | 18,220 | |
Finger Story 417180 | +2.8% | 20,337 | |
Ankey Ax 134580 | +1.2% | 4,565 | |
NHN 181710 | +0.6% | 26,000 | |
Mr. Blue 207760 | +0.5% | 2,195 | |
NAVER 035420 | +0.2% | 223,500 |
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7. Music & Recordings (recurred after 10 days)
- Episode: started 2023-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hybe 352820 | +9.7% | 272,000 | ★ |
YG Entertainment 122870 | +7.2% | 77,600 | |
Fantagio 032800 | +4.1% | 7,653 | |
JYP Entertainment 035900 | +4.0% | 125,800 | |
YG PLUS 037270 | +3.9% | 5,300 | |
SM Entertainment 041510 | +3.9% | 137,700 | |
RBW 361570 | +3.4% | 4,810 | |
FNC Entertainment 173940 | +2.4% | 6,840 | |
CJ ENM 035760 | +2.0% | 67,600 | |
NHN Bugs 104200 | +1.2% | 4,715 |
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- [특징주]하이브, ‘뉴진스’ 빌보드 핫100 3곡 동시 진입에 4%대↑ — 이데일리 (Korean)
- [장중수급포착] 하이브, 외국인/기관 동시 순매수… 주가 +6.25% — 뉴스핌 (Korean)
8. Shipbuilding Equipment (recurred after 7 days)
- Episode: started 2023-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD-Hyundai Marine Engine 071970 | +7.6% | 12,550 | ★ |
Hankuk Carbon 017960 | +5.5% | 14,500 | |
Dongbang Ship Machinery 099410 | +5.5% | 2,875 | |
Dongsung Finetec 033500 | +4.4% | 14,730 | |
Il Seung 333430 | +3.9% | 4,105 | |
STX Engine 077970 | +3.1% | 14,420 | |
Hy-lok 013030 | +2.6% | 27,550 | |
Sung Kwang Bend 014620 | +1.9% | 15,210 | |
Hanla IMS 092460 | +1.9% | 6,540 |
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Closing Thoughts
Every theme was a recurrence, and only Beauty & Cosmetics and AI & Robotics have episodes recorded through 2023-08-07. The other six episodes are recorded as lasting 1 day.
The news gives some context. Webtoons headlines tied Ylab to NAVER’s plan for a U.S. webtoon listing, while Hybe headlines cited NewJeans topping the Billboard 200.