Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
8 strong themes — 1 running · 7 recurred. Top: Robotics (Industrial & Collaborative) +10.0%.
Strong themes8
Top change+10.0%
LeaderSBB Tech
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 |
|---|---|---|---|
| Robotics (Industrial & Collaborative) | SBB Tech | +23.60% | |
| AI & Robotics | Elensys | +11.97% | |
| Ukraine Reconstruction | SY | +7.14% | |
| Oil Refining | S-Oil | +5.46% | |
| Steel Majors | Dongkuk Coated Metal | +4.82% | |
| ChatGPT & AI Chatbots | Konan Technology Incorporation | +13.35% | |
| Petrochemicals | Korea Petro Chemical Ind | +8.81% | |
| Steel (Small & Mid Cap) | MH Materials | +11.05% |
Robots led the 2023-09-04 session. Robotics (Industrial & Collaborative) rose an average of 10.02% with all 8 stocks up, led by SBB Tech at 23.6%.
AI & Robotics followed with an average change of 8.53%, all 9 names higher. Konan Technology Incorporation gained 13.35%; Smec and Robostar appeared in both robot lists.
Oil Refining rose an average of 4.19% as news cited oil prices at a yearly high, with S-Oil up 5.46%. Every theme on the list closed with all its stocks higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | recurred after 4 days | +10.0% | 8/8 | SBB Tech |
| 2 | AI & Robotics | recurred after 4 days | +8.5% | 9/9 | Elensys |
| 3 | Ukraine Reconstruction | 2 days running | +4.6% | 10/10 | SY |
| 4 | Oil Refining | recurred after 7 days | +4.2% | 3/3 | S-Oil |
| 5 | Steel Majors | recurred after 35 days | +3.6% | 9/9 | Dongkuk Coated Metal |
| 6 | ChatGPT & AI Chatbots | recurred after 5 days | +3.3% | 10/10 | Konan Technology Incorporation |
| 7 | Petrochemicals | recurred after 63 days | +3.2% | 9/9 | Korea Petro Chemical Ind |
| 8 | Steel (Small & Mid Cap) | recurred after 38 days | +3.0% | 10/10 | MH Materials |
Theme by Theme
1. Robotics (Industrial & Collaborative) (recurred after 4 days)
- Episode: started 2023-09-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SBB Tech 389500 | +23.6% | 56,300 | ★ |
SPG 058610 | +14.6% | 37,000 | |
Smec 099440 | +11.7% | 3,584 | |
Robostar 090360 | +8.9% | 34,200 | |
Woorim Power Train Solution 101170 | +7.6% | 7,240 | |
KPF 024880 | +5.1% | 5,780 | |
Hyulim ROBOT 090710 | +4.4% | 4,450 | |
TPC 130740 | +4.3% | 2,805 |
Related news
- [클릭! 이 종목] 대동, 포스코와 로봇 개발 소식에 상한가 — 디지털타임스 (Korean)
2. AI & Robotics (recurred after 4 days)
- Episode: started 2023-09-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Konan Technology Incorporation 402030 | +13.3% | 40,661 | |
Elensys 264850 | +12.0% | 3,040 | ★ |
Smec 099440 | +11.7% | 3,584 | |
Robostar 090360 | +8.9% | 34,200 | |
Twim 290090 | +6.9% | 14,000 | |
CrowdWorks 355390 | +6.7% | 29,047 | |
Lunit 328130 | +6.3% | 40,237 | |
Moadata 288980 | +5.8% | 2,745 | |
Linkgenesis 219420 | +5.2% | 6,460 |
3. Ukraine Reconstruction (2 days running)
- Episode: started 2023-09-01, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
SY 109610 | +7.1% | 5,100 | ★ |
TYM 002900 | +6.8% | 6,420 | |
Yooshin Engineering 054930 | +6.2% | 40,000 | |
Sambu Construction 001470 | +6.2% | 4,140 | |
DAEMO Engineering 317850 | +5.0% | 11,260 | |
HD Construction Equipment 267270 | +3.9% | 72,800 | |
DASAN Networks 039560 | +3.1% | 5,340 | |
Firstec 010820 | +2.6% | 3,715 | |
HD Hyundai Infracore 042670 | +2.6% | 10,400 | |
Hyundai Engineering & Construction 000720 | +2.4% | 36,450 |
4. Oil Refining (recurred after 7 days)
- Episode: started 2023-09-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +5.5% | 77,200 | ★ |
GS Holdings 078930 | +5.1% | 39,950 | |
SK Innovation 096770 | +2.0% | 179,500 |
Related news
- 올 들어 최고점 찍은 국제유가…정유주 S-Oil ‘방긋’ — 머니투데이 (Korean)
- 유가 연중 최고에 정유주 강세 — 매일경제 (Korean)
- 국제유가, 올 들어 최고치…국내 정유·화학株 화색 — 이데일리 (Korean)
5. Steel Majors (recurred after 35 days)
- Episode: started 2023-09-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongkuk Steel Mill 460860 | +6.7% | 10,420 | |
POSCO Holdings 005490 | +5.4% | 590,000 | |
Dongkuk Coated Metal 460850 | +4.8% | 8,260 | ★ |
Posco Steeleon 058430 | +4.2% | 5,930 | |
Hyundai Steel Company 004020 | +4.0% | 39,500 | |
SeAH Besteel Holdings 001430 | +2.4% | 23,550 | |
SeAH Steel 306200 | +2.4% | 143,100 | |
KG Dongbusteel 016380 | +2.3% | 8,450 | |
Kisco 104700 | +0.2% | 6,050 |
6. ChatGPT & AI Chatbots (recurred after 5 days)
- Episode: started 2023-09-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Konan Technology Incorporation 402030 | +13.3% | 40,661 | ★ |
Flitto 300080 | +3.7% | 11,123 | |
Saltlux 304100 | +3.5% | 41,950 | |
Uangel 072130 | +2.4% | 3,705 | |
Datasolution 263800 | +2.1% | 5,870 | |
Brainzcompany 099390 | +2.1% | 8,900 | |
VAIV company 301300 | +1.8% | 9,580 | |
Selvas AI 108860 | +1.7% | 23,600 | |
ESTsoft 047560 | +1.4% | 16,670 | |
Polaris Office 041020 | +1.4% | 6,670 |
7. Petrochemicals (recurred after 63 days)
- Episode: started 2023-09-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Petro Chemical Ind 006650 | +8.8% | 137,100 | ★ |
Lotte Chemical 011170 | +5.8% | 141,100 | |
LG Chem 051910 | +2.8% | 586,000 | |
Hanwha Solutions 009830 | +2.6% | 35,135 | |
Green Chemical 083420 | +2.3% | 8,100 | |
Kolon Industries 120110 | +2.1% | 51,000 | |
SK Innovation 096770 | +2.0% | 179,500 | |
SK Chemicals 285130 | +1.3% | 63,300 | |
SKC 011790 | +1.1% | 85,064 |
8. Steel (Small & Mid Cap) (recurred after 38 days)
- Episode: started 2023-09-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MH Materials 001080 | +11.1% | 4,705 | ★ |
NI Steel 008260 | +5.0% | 6,530 | |
TCC Steel 002710 | +2.7% | 56,200 | |
Husteel 005010 | +2.5% | 4,940 | |
Dongkuk Industries Company 005160 | +2.3% | 5,790 | |
Dae Dong Steel 048470 | +1.7% | 3,835 | |
SK oceanplant 100090 | +1.4% | 21,900 | |
Kyeong Nam Steel 039240 | +1.3% | 3,125 | |
Keum Kang Steel 053260 | +1.2% | 5,770 | |
Moonbae Steel 008420 | +0.9% | 3,195 |
Related news
- 만호제강, MK에셋 기존 최대주주 지분율 추월…경영권 분쟁 가능성에↑ — 이데일리 (Korean)
- MK에셋,만호제강 지분 추가 취득 — 뉴스핌 (Korean)
Closing Thoughts
Ukraine Reconstruction is the only theme on a streak of 2, averaging 4.59% with SY up 7.14%. The Robotics (Industrial & Collaborative) episode is recorded through Sep 5.
Steel Majors and Petrochemicals returned after gaps of 35 and 63 days. Steel (Small & Mid Cap) leader MH Materials rose 11.05%.