Aug 18: 7 Strong Themes — Systems Integration (SI), Shipbuilding Equipment

August 18, 2025 · #Systems Integration (SI) #Shipbuilding Equipment #Stablecoins #Solar #COVID (Diagnostics, Treatments, Vaccines) #Pharma #Shipbuilding

7 strong themes — 1 running · 6 recurred. Top: Systems Integration (SI) +8.4%.

Strong themes7 Top change+8.4% LeaderZungwon En-sys

Average change by strong theme

Average change of member stocks, by theme · descending
Systems Integration (SI)
+8.4%
Shipbuilding Equipment
+6.8%
Stablecoins
+3.8%
Solar
+3.4%
COVID (Diagnostics, Treatments, Vaccines)
+3.2%
Pharma
+2.8%
Shipbuilding
+2.4%

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
Systems Integration (SI)Zungwon En-sys+29.97%
Shipbuilding EquipmentCape Industries+18.81%
StablecoinsMe2on+8.65%
SolarHD Hyundai Energy Solutions+8.89%
COVID (Diagnostics, Treatments, Vaccines)EuBiologics+3.70%
PharmaGreen Lifescience+8.61%
ShipbuildingHD Hyundai Mipo+2.74%-

On Aug 18, every strong theme closed with all of its member stocks higher. Systems Integration (SI) led with an average change of 8.44%, as all 8 of its stocks rose.

Leader Zungwon En-sys jumped 29.97% and Bitplanet added 25.77%. Most other members, including LG CNS at 0.28%, moved far less.

Shipbuilding Equipment followed with an average change of 6.8%, all 10 stocks up. Cape Industries led at 18.81%, with news citing a 220.7% jump in second-quarter operating profit.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Systems Integration (SI)recurred after 11 days+8.4%8/8Zungwon En-sys
2Shipbuilding Equipmentrecurred after 11 days+6.8%10/10Cape Industries
3Stablecoinsrecurred after 11 days+3.8%6/6Me2on
4Solarrecurred after 14 days+3.4%10/10HD Hyundai Energy Solutions
5COVID (Diagnostics, Treatments, Vaccines)recurred after 5 days+3.2%10/10EuBiologics
6Pharma3 days running+2.8%10/10Green Lifescience
7Shipbuildingrecurred after 5 days+2.4%3/3HD Hyundai Mipo

Theme by Theme

1. Systems Integration (SI) (recurred after 11 days)

StockChangeCloseLeader
Zungwon En-sys 045510+30.0%1,223★
Bitplanet 049470+25.8%2,250
SGA Solutions 184230+8.0%637
Opasnet 173130+2.5%6,620
STraffic 234300+0.9%3,895
LG CNS 064400+0.3%72,400
DB 012030+0.1%1,338
Namu Ax 242040+0.1%1,450

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2. Shipbuilding Equipment (recurred after 11 days)

StockChangeCloseLeader
Cape Industries 064820+18.8%9,220★
Finebesteel 133820+8.6%1,526
Hanla IMS 092460+8.3%12,670
STX Engine 077970+6.3%38,600
Il Seung 333430+6.2%5,160
Sejin Heavy Industries 075580+5.5%14,120
KSP 073010+4.9%5,000
Hanwha Engine 082740+4.8%40,350
BMTCo 086670+2.8%10,680
KS Industry 101000+1.8%1,565

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3. Stablecoins (recurred after 11 days)

StockChangeCloseLeader
coocon 294570+8.8%40,750
Me2on 201490+8.7%5,650★
Hancom WITH 054920+2.3%4,460
Danal 064260+2.1%7,670
NAVER 035420+0.7%226,000
LG CNS 064400+0.3%72,400

4. Solar (recurred after 14 days)

StockChangeCloseLeader
HD Hyundai Energy Solutions 322000+8.9%47,750★
OCI Holdings Company 010060+7.4%105,700
Makus 093520+5.3%22,000
Dae Myoung Energy 389260+3.3%23,750
S-Energy 095910+2.9%1,664
Gridwiz 453450+2.2%20,100
Korea Electric Power 015760+1.5%39,450
Hanwha Solutions 009830+1.3%30,400
SY 109610+0.7%3,500
SDN Company 099220+0.5%1,287

5. COVID (Diagnostics, Treatments, Vaccines) (recurred after 5 days)

StockChangeCloseLeader
Sugentech 253840+4.9%7,860
Metacare 118000+3.9%320
SD Biosensor 137310+3.7%10,360
EuBiologics 206650+3.7%13,180★
Abion 203400+3.1%6,600
SK Bioscience 302440+3.1%48,100
Il Dong Pharmaceutical 249420+2.9%21,650
Psomagen 950200+2.5%3,825
BioNote 377740+2.2%5,520
JS Link 127120+2.0%17,300

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6. Pharma (3 days running)

StockChangeCloseLeader
Green Lifescience 114450+8.6%3,215★
Myungmoon Pharm 017180+3.9%1,714
SK Bioscience 302440+3.1%48,100
Il Dong Pharmaceutical 249420+2.9%21,650
Cellbion 308430+2.5%28,800
Hyundai Pharmaceutical 004310+2.0%4,055
Bcworldpharm 200780+1.9%4,440
Hanall Biopharma 009420+1.5%29,700
Vivozon Pharmaceutical 082800+1.0%7,230
ChoA Pharmaceutical 034940+0.8%1,090

7. Shipbuilding (recurred after 5 days)

StockChangeCloseLeader
HD Hyundai Mipo 010620+2.7%195,200★
Hanwha Ocean 042660+2.4%109,200
Samsung Heavy Industries 010140+2.1%19,290

Closing Thoughts

Pharma is the only theme on a streak, now at 3 sessions in an episode that began on Aug 13. Green Lifescience led it with a gain of 8.61%.

The rest returned after gaps of 5 to 14 days, including Stablecoins (avg 3.81%) and Solar (avg 3.4%). The next sessions will show whether these one-day moves carry on.