Aug 7: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment
8 strong themes — 8 recurred. Top: Shipbuilding Equipment +9.0%.
Strong themes8
Top change+9.0%
LeaderOriental Precision & Engineering
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 |
|---|---|---|---|
| Shipbuilding Equipment | Oriental Precision & Engineering | +27.94% | |
| Semiconductor Equipment | N2tech | +29.83% | |
| Ukraine Reconstruction | SY Steel Tech | +10.38% | |
| Semiconductor Materials & Components | Protec Mems Technology | +8.78% | |
| Shipbuilding | HJ Shipbuilding & Construction | +19.86% | |
| System Semiconductors | Alt | +6.51% | |
| Stablecoins | coocon | +7.65% | |
| Electronic Payments | coocon | +7.65% |
On 2025-08-07, every theme in the data closed with all of its stocks higher. Shipbuilding Equipment led with an average change of 8.96%, and all 10 of its stocks rose.
Oriental Precision & Engineering jumped 27.94% to lead that group. Semiconductor Equipment followed with an average change of 7.44%, as N2tech rose 29.83%.
Ukraine Reconstruction returned after a 52-day gap with an average change of 5.64%. In Shipbuilding, HJ Shipbuilding & Construction rose 19.86%, while Hanwha Ocean rose 2.45%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding Equipment | recurred after 2 days | +9.0% | 10/10 | Oriental Precision & Engineering |
| 2 | Semiconductor Equipment | recurred after 8 days | +7.4% | 10/10 | N2tech |
| 3 | Ukraine Reconstruction | recurred after 52 days | +5.6% | 10/10 | SY Steel Tech |
| 4 | Semiconductor Materials & Components | recurred after 2 days | +5.0% | 10/10 | Protec Mems Technology |
| 5 | Shipbuilding | recurred after 2 days | +5.0% | 6/6 | HJ Shipbuilding & Construction |
| 6 | System Semiconductors | recurred after 10 days | +4.8% | 10/10 | Alt |
| 7 | Stablecoins | recurred after 13 days | +3.9% | 10/10 | coocon |
| 8 | Electronic Payments | recurred after 13 days | +3.6% | 10/10 | coocon |
Theme by Theme
1. Shipbuilding Equipment (recurred after 2 days)
- Episode: started 2025-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Oriental Precision & Engineering 014940 | +27.9% | 8,060 | ★ |
Inhwa Precision 101930 | +12.5% | 48,250 | |
Cape Industries 064820 | +9.2% | 8,230 | |
KSP 073010 | +7.2% | 4,985 | |
HD-Hyundai Marine Engine 071970 | +7.1% | 81,800 | |
STX Engine 077970 | +6.2% | 27,450 | |
Hyundai HYMS 460930 | +5.4% | 21,400 | |
Daeyang Electric 108380 | +4.8% | 27,300 | |
Hanla IMS 092460 | +4.7% | 12,000 | |
Dongbang Ship Machinery 099410 | +4.7% | 3,800 |
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2. Semiconductor Equipment (recurred after 8 days)
- Episode: started 2025-08-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
N2tech 227950 | +29.8% | 470 | ★ |
EO Technics 039030 | +8.9% | 232,000 | |
KoMi 183300 | +6.4% | 70,200 | |
Koses 089890 | +4.9% | 12,190 | |
Kctech 281820 | +4.4% | 31,150 | |
Pamtek 271830 | +4.3% | 1,884 | |
Intekplus 064290 | +4.1% | 9,210 | |
Withtech 348350 | +4.0% | 10,010 | |
Wonik IPS 240810 | +3.9% | 31,700 | |
Nextin 348210 | +3.7% | 48,700 |
3. Ukraine Reconstruction (recurred after 52 days)
- Episode: started 2025-08-07, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
SG 255220 | +13.4% | 2,415 | |
SY Steel Tech 365330 | +10.4% | 4,625 | ★ |
DaedongGear 008830 | +6.0% | 18,460 | |
Daeyang Electric 108380 | +4.8% | 27,300 | |
Daedong 000490 | +4.2% | 10,500 | |
Hyundai Everdigm 041440 | +4.1% | 8,430 | |
DASAN Networks 039560 | +4.0% | 3,010 | |
DAEMO Engineering 317850 | +3.8% | 7,720 | |
TYM 002900 | +3.0% | 5,570 | |
SC Engineering 023960 | +2.9% | 1,298 |
4. Semiconductor Materials & Components (recurred after 2 days)
- Episode: started 2025-08-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Protec Mems Technology 147760 | +8.8% | 2,355 | ★ |
Soulbrain 357780 | +5.9% | 233,500 | |
FNS Tech 083500 | +5.5% | 14,460 | |
HVM 295310 | +4.9% | 31,000 | |
Kctech 281820 | +4.4% | 31,150 | |
KnJ 272110 | +4.3% | 18,270 | |
Mi 059090 | +4.3% | 15,550 | |
ENF Technology 102710 | +4.2% | 41,400 | |
Synopex 025320 | +4.1% | 7,070 | |
Dongjin Semichem 005290 | +3.4% | 30,400 |
5. Shipbuilding (recurred after 2 days)
- Episode: started 2025-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +19.9% | 13,700 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +4.0% | 364,000 | |
Hanwha Ocean 042660 | +2.5% | 117,000 | |
HD Hyundai Heavy Industries 329180 | +1.8% | 475,000 | |
Daehan Shipbuilding 439260 | +0.9% | 108,700 | |
HD Hyundai Mipo 010620 | +0.7% | 199,700 |
6. System Semiconductors (recurred after 10 days)
- Episode: started 2025-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan Tesna 131970 | +9.2% | 33,900 | |
Mdevice 226590 | +7.3% | 11,250 | |
Sigetronics 429270 | +6.6% | 6,140 | |
Alt 172670 | +6.5% | 7,530 | ★ |
ADTechnology 200710 | +5.1% | 24,750 | |
LB Semicon 061970 | +3.1% | 3,875 | |
Itek 119830 | +2.8% | 6,170 | |
I&C Technology 052860 | +2.7% | 2,095 | |
Samsung Electronics 005930 | +2.5% | 70,500 | |
Techwing 089030 | +2.3% | 29,150 |
7. Stablecoins (recurred after 13 days)
- Episode: started 2025-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
coocon 294570 | +7.7% | 36,600 | ★ |
kakaopay 377300 | +5.9% | 66,100 | |
Aton 158430 | +4.3% | 8,390 | |
Itcenglobal 124500 | +3.9% | 17,160 | |
LG CNS 064400 | +3.1% | 69,600 | |
Hecto Financial 234340 | +3.1% | 17,220 | |
NAVER 035420 | +3.1% | 235,500 | |
Hancom WITH 054920 | +2.8% | 4,625 | |
Dozn 462860 | +2.6% | 5,520 | |
Nexus 205500 | +2.5% | 3,475 |
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8. Electronic Payments (recurred after 13 days)
- Episode: started 2025-08-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
coocon 294570 | +7.7% | 36,600 | ★ |
Cafe24 042000 | +6.6% | 45,300 | |
kakaopay 377300 | +5.9% | 66,100 | |
GalaxiaMoneytree 094480 | +4.4% | 10,630 | |
Hecto Financial 234340 | +3.1% | 17,220 | |
INFOvine 115310 | +2.4% | 75,900 | |
Kginicis 035600 | +1.9% | 10,630 | |
KoreaInformation&Communication 025770 | +1.7% | 8,980 | |
KG Financial 046440 | +1.5% | 5,330 | |
NHN KCP 060250 | +1.2% | 15,250 |
Closing Thoughts
coocon led both Stablecoins and Electronic Payments, rising 7.65%. One thing to follow is whether these two themes keep moving together.
Every theme is on a streak of 1, so the next session will show whether these moves continue. In the data, the Ukraine Reconstruction episode runs through 2025-08-11.