Aug 22: 8 Strong Themes — Defense & War, Nuclear

August 22, 2025 · #Defense & War #Nuclear #AI & Robotics #Power Equipment #Media (Broadcast & Press) #Robotics (Industrial & Collaborative) #Shipbuilding Equipment #Stablecoins

8 strong themes — 3 running · 5 recurred. Top: Defense & War +8.4%.

Strong themes8 Top change+8.4% LeaderSamyang Comtech

Average change by strong theme

Average change of member stocks, by theme · descending
Defense & War
+8.4%
Nuclear
+7.6%
AI & Robotics
+5.8%
Power Equipment
+4.9%
Media (Broadcast & Press)
+4.8%
Robotics (Industrial & Collaborative)
+4.1%
Shipbuilding Equipment
+3.7%
Stablecoins
+2.7%

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
Defense & WarSamyang Comtech+14.98%
NuclearHantech+12.61%
AI & RoboticsRobotis+11.20%
Power EquipmentKorea Electronic Power Industrial Development+5.70%
Media (Broadcast & Press)iMBC+24.17%
Robotics (Industrial & Collaborative)Dae-il+3.03%
Shipbuilding EquipmentIl Seung+10.71%
StablecoinsDanal+5.34%

On Aug 22, all eight strong themes closed with every listed stock higher. Defense & War led with an average change of 8.45%, rising for a second straight session.

Samyang Comtech gained 14.98% to lead that theme, as a headline reported its second-quarter operating profit up 82% year on year. Nuclear followed at 7.6%, with all 10 stocks up.

The day’s biggest single move was iMBC, up 24.17%, as Media (Broadcast & Press) returned after 137 days. Robotis led AI & Robotics at 11.2%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Defense & War2 days running+8.4%9/9Samyang Comtech
2Nuclear2 days running+7.6%10/10Hantech
3AI & Roboticsrecurred after 10 days+5.8%10/10Robotis
4Power Equipmentrecurred after 11 days+4.9%10/10Korea Electronic Power Industrial Development
5Media (Broadcast & Press)recurred after 137 days+4.8%8/8iMBC
6Robotics (Industrial & Collaborative)recurred after 18 days+4.1%9/9Dae-il
7Shipbuilding Equipment2 days running+3.7%10/10Il Seung
8Stablecoinsrecurred after 4 days+2.7%10/10Danal

Theme by Theme

1. Defense & War (2 days running)

StockChangeCloseLeader
Samyang Comtech 484590+15.0%15,270★
Sensorview 321370+9.3%1,431
SolDefense 215090+9.1%790
SatrecInitiative 099320+8.3%50,800
Daeyang Electric 108380+7.8%26,100
Woori Technology, Incorporation 032820+7.2%3,720
Firstec 010820+7.0%4,335
Hanwha Aerospace 012450+6.8%891,000
RF Systems 474610+5.3%4,530

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2. Nuclear (2 days running)

StockChangeCloseLeader
Hantech 098070+12.6%46,900★
Bhi 083650+10.8%51,900
DK-Lok 105740+9.1%9,000
Woori Technology, Incorporation 032820+7.2%3,720
LS ELECTRIC 010120+6.8%281,500
SNTEnergy 100840+6.6%52,600
Iljin Power 094820+6.4%10,340
Korea Electronic Power Industrial Development 130660+5.7%12,610
Hyosung Heavy Industries 298040+5.6%1,199,000
Daewoo Engineering & Construction 047040+5.2%4,370

3. AI & Robotics (recurred after 10 days)

StockChangeCloseLeader
Robotis 108490+11.2%84,400★
Firstec 010820+7.0%4,335
KAON Group 078890+7.0%3,500
Hanwha Aerospace 012450+6.8%891,000
Clobot 466100+5.6%16,890
RoboRobo 215100+4.7%4,790
P&S Robotics 460940+4.3%12,930
Newen AI 463020+4.2%23,350
Bi Matrix 413640+3.6%13,630
YoungWoo DSP 143540+3.5%621

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4. Power Equipment (recurred after 11 days)

StockChangeCloseLeader
HD Hyundai Electric 267260+6.9%490,000
LS ELECTRIC 010120+6.8%281,500
LS 006260+6.4%160,400
Korea Electronic Power Industrial Development 130660+5.7%12,610★
Hyosung Heavy Industries 298040+5.6%1,199,000
Iljin Electric 103590+4.0%38,050
Sanil Electric 062040+3.7%114,800
Geumhwa PSC 036190+3.3%32,950
LS Eco Energy 229640+3.2%38,300
GnCenergy 119850+3.0%32,500

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5. Media (Broadcast & Press) (recurred after 137 days)

StockChangeCloseLeader
iMBC 052220+24.2%4,135★
Aniplus 310200+5.7%5,390
YTN 040300+3.5%2,980
The Korea Economic Broadcasting 039340+2.0%5,690
Seoul Broadcasting System 034120+1.8%22,200
KT Skylife 053210+0.8%5,350
Korea New Network 058400+0.4%734
DigitalChosun 033130+0.1%1,531

6. Robotics (Industrial & Collaborative) (recurred after 18 days)

StockChangeCloseLeader
Firstec 010820+7.0%4,335
Clobot 466100+5.6%16,890
KNR Systems 199430+5.1%9,740
Rainbow Robotics 277810+3.5%263,000
Korea Robot Manufacturing 093640+3.5%4,760
Hyulim ROBOT 090710+3.4%2,465
Dae-il 092200+3.0%4,425★
Doosan 000150+2.8%555,000
Robostar 090360+2.8%25,950

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7. Shipbuilding Equipment (2 days running)

StockChangeCloseLeader
Il Seung 333430+10.7%5,890★
Daeyang Electric 108380+7.8%26,100
S&SYS 0008Z0+3.2%40,450
Hyundai HYMS 460930+3.1%21,750
Oriental Precision & Engineering 014940+2.8%6,550
Samyoung M-tek C0 054540+2.6%5,950
S&W 103230+2.5%3,630
Dongbang Ship Machinery 099410+1.6%3,540
Hankuk Carbon 017960+1.5%30,050
SK oceanplant 100090+1.5%20,700

8. Stablecoins (recurred after 4 days)

StockChangeCloseLeader
Hecto Financial 234340+5.4%17,030
Danal 064260+5.3%7,690★
Itcenpns 232830+5.0%2,430
Nexus 205500+3.7%3,190
Aton 158430+2.2%7,750
Dream Security 203650+1.6%3,285
Korea Information Certificate Authority 053300+1.1%7,010
kakaopay 377300+1.1%62,800
Itcenglobal 124500+1.1%15,370
Hancom WITH 054920+0.8%4,365

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Closing Thoughts

Defense & War is on a 2-day streak, and Nuclear’s current episode spans Aug 21 to Aug 25. Whether these runs extend is the key question for the next session.

Power Equipment and Stablecoins also resurfaced, at average changes of 4.86% and 2.74%, with all 10 stocks up in each. Next, it will matter whether gains stay this broad across themes.