Aug 6: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Defense & War
8 strong themes — 1 running · 7 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +14.3%.
Strong themes8
Top change+14.3%
LeaderHumasis
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 |
|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | Humasis | +25.46% | |
| Defense & War | Speco | +29.88% | |
| Battery | Kumyang | +15.15% | |
| GLP-1 & Obesity Drugs | Dx & Vx | +30.00% | |
| Pharma | Kukje Pharma | +18.29% | |
| Auto Parts | KB Autosys | +8.91% | |
| Smartphones | TOVISCo | +17.13% | |
| Shipbuilding Equipment | Oriental Precision & Engineering | +9.75% |
On Aug 6, every stock in every strong theme closed higher. COVID (Diagnostics, Treatments, Vaccines) led the board with an average change of 14.32%.
Defense & War was the only theme on a running streak, now at 3 sessions with an average change of 12.57%. Its leader, Speco, rose 29.88%.
The other themes came back after a pause, including Battery after a 28-day gap. In GLP-1 & Obesity Drugs, Dx & Vx had the day’s largest move at 30.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Diagnostics, Treatments, Vaccines) | recurred after 4 days | +14.3% | 10/10 | Humasis |
| 2 | Defense & War | 3 days running | +12.6% | 10/10 | Speco |
| 3 | Battery | recurred after 28 days | +12.3% | 9/9 | Kumyang |
| 4 | GLP-1 & Obesity Drugs | recurred after 14 days | +11.6% | 10/10 | Dx & Vx |
| 5 | Pharma | recurred after 13 days | +10.6% | 10/10 | Kukje Pharma |
| 6 | Auto Parts | recurred after 14 days | +9.6% | 10/10 | KB Autosys |
| 7 | Smartphones | recurred after 22 days | +9.5% | 10/10 | TOVISCo |
| 8 | Shipbuilding Equipment | recurred after 8 days | +8.9% | 10/10 | Oriental Precision & Engineering |
Theme by Theme
1. COVID (Diagnostics, Treatments, Vaccines) (recurred after 4 days)
- Episode: started 2024-08-06, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Humasis 205470 | +25.5% | 2,050 | ★ |
LabGenomics 084650 | +16.4% | 3,080 | |
Peptron 087010 | +14.0% | 61,200 | |
Shaperon 378800 | +13.8% | 2,605 | |
LigaChem Biosciences 141080 | +13.6% | 83,400 | |
PCL 241820 | +13.0% | 1,294 | |
Access Bio 950130 | +12.4% | 7,090 | |
Seegene 096530 | +12.1% | 22,700 | |
Chong Kun Dang Pharmaceutical 185750 | +11.5% | 118,200 | |
Sugentech 253840 | +11.0% | 8,570 |
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2. Defense & War (3 days running)
- Episode: started 2024-08-02, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Speco 013810 | +29.9% | 4,695 | ★ |
COTS Technology 448710 | +12.4% | 21,400 | |
Huneed Technologies 005870 | +12.0% | 10,330 | |
Victek 065450 | +10.8% | 5,420 | |
HanilForgingIndustrial 024740 | +10.6% | 2,200 | |
Pyung Hwa Industrial 090080 | +10.4% | 987 | |
Firstec 010820 | +10.2% | 3,125 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +10.1% | 190,300 | |
Vitzro Tech 042370 | +9.7% | 7,240 | |
HJ Shipbuilding & Construction 097230 | +9.5% | 3,055 |
3. Battery (recurred after 28 days)
- Episode: started 2024-08-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang 001570 | +15.2% | 64,600 | ★ |
Advanced Nano Products 121600 | +13.3% | 84,900 | |
Sama Aluminium 006110 | +13.1% | 47,500 | |
Ecopro 086520 | +12.8% | 91,500 | |
Hannong Chemicals 011500 | +11.7% | 11,880 | |
Eco&Dream 101360 | +11.6% | 34,150 | |
Shinsung Delta Tech 065350 | +11.2% | 45,850 | |
Yunsung F&C 372170 | +11.0% | 51,300 | |
Ecopro Materials 450080 | +10.9% | 80,200 |
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4. GLP-1 & Obesity Drugs (recurred after 14 days)
- Episode: started 2024-08-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dx & Vx 180400 | +30.0% | 3,835 | ★ |
Peptron 087010 | +14.0% | 61,200 | |
Shaperon 378800 | +13.8% | 2,605 | |
Chong Kun Dang Pharmaceutical 185750 | +11.5% | 118,200 | |
Dae Hwa Pharm 067080 | +10.0% | 9,430 | |
D&D Pharmatech 347850 | +8.2% | 29,850 | |
Bluemtec 439580 | +7.4% | 11,160 | |
Synergy Innovation 048870 | +7.3% | 2,430 | |
BNC Korea 256840 | +7.2% | 5,530 | |
Il Dong Pharmaceutical 249420 | +6.7% | 13,010 |
5. Pharma (recurred after 13 days)
- Episode: started 2024-08-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kukje Pharma 002720 | +18.3% | 6,210 | ★ |
Chong Kun Dang Pharmaceutical 185750 | +11.5% | 118,200 | |
ST Pharm 237690 | +11.5% | 82,700 | |
GC Biopharma 006280 | +10.2% | 140,900 | |
Dae Hwa Pharm 067080 | +10.0% | 9,430 | |
Shinpoong Pharmaceutical 019170 | +9.2% | 11,420 | |
Myungmoon Pharm 017180 | +9.0% | 2,355 | |
SK Bioscience 302440 | +9.0% | 53,800 | |
Wsi 299170 | +8.9% | 1,616 | |
Samil Pharmaceutical 000520 | +8.8% | 9,300 |
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6. Auto Parts (recurred after 14 days)
- Episode: started 2024-08-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Industrial 170030 | +11.0% | 5,770 | |
Iljeong Industrial 008500 | +10.9% | 11,350 | |
HanilForgingIndustrial 024740 | +10.6% | 2,200 | |
Pyung Hwa Industrial 090080 | +10.4% | 987 | |
Derkwoo Electronics 263600 | +9.5% | 5,670 | |
Ecoplastic 038110 | +9.3% | 3,280 | |
KB Autosys 024120 | +8.9% | 3,730 | ★ |
Seoyon Topmetal 019770 | +8.7% | 4,045 | |
Korea Movenex 010100 | +8.4% | 3,735 | |
Korea Fuel-tech 123410 | +8.2% | 4,605 |
7. Smartphones (recurred after 22 days)
- Episode: started 2024-08-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TOVISCo 051360 | +17.1% | 20,100 | ★ |
EM-Tech 091120 | +12.5% | 29,200 | |
Novatech 285490 | +9.7% | 13,110 | |
LDTInc 096870 | +8.5% | 2,550 | |
Namuga 190510 | +8.3% | 10,830 | |
Amogreentech 125210 | +8.3% | 7,600 | |
Isupetasys 007660 | +7.7% | 35,800 | |
U.i.display 069330 | +7.6% | 1,437 | |
Imagis 115610 | +7.5% | 2,080 | |
Power Logics 047310 | +7.5% | 5,470 |
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8. Shipbuilding Equipment (recurred after 8 days)
- Episode: started 2024-08-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KSP 073010 | +11.7% | 5,010 | |
Oriental Precision & Engineering 014940 | +9.8% | 4,335 | ★ |
Hanwha Engine 082740 | +9.8% | 13,170 | |
T. K 023160 | +9.5% | 15,750 | |
Cape Industries 064820 | +9.3% | 5,660 | |
Hy-lok 013030 | +9.1% | 26,900 | |
HD-Hyundai Marine Engine 071970 | +8.2% | 21,750 | |
Inhwa Precision 101930 | +7.6% | 22,550 | |
Hyundai HYMS 460930 | +7.3% | 12,610 | |
Sung Kwang Bend 014620 | +6.6% | 13,200 |
Closing Thoughts
Some stocks, including Chong Kun Dang Pharmaceutical, appeared in three health care themes at once. One thing to watch is whether that group moves together again.
The next session will show whether Defense & War keeps its streak going past 3. The Smartphones leader, TOVISCo, also drew a headline on Q2 operating profit up 108.4% year on year.