Jul 14: 8 Strong Themes — Soybeans, Shipping
8 strong themes — 3 running · 4 recurred · 1 new. Top: Soybeans +29.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Soybeans | Milae Bioresources | +29.84% | |
| Shipping | STX Green Logis | +29.92% | |
| Abortion & Contraception | Hyundai Pharmaceutical | +29.84% | |
| Semiconductor Equipment | Gigalane | +16.37% | |
| Animal Feed | Hantop | +29.98% | |
| Semiconductor Materials & Components | New Power Plasma | +5.59% | |
| Dehumidifiers | Winix | +5.06% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +8.93% |
Soybeans led the Jul 14 session with an average change of 29.84%, all from its single stock, Milae Bioresources. The theme was flagged as new, with a streak of 1.
Shipping extended its streak to 2 days at 11.82%, led by STX Green Logis at 29.92%. Headlines tied the move to tension around the Strait of Hormuz.
Three themes had all 10 stocks rise, led by Semiconductor Equipment at an average change of 10.2%. Animal Feed averaged 9.13% and Semiconductor Materials & Components 3.86%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Soybeans | new | +29.8% | 1/1 | Milae Bioresources |
| 2 | Shipping | 2 days running | +11.8% | 3/3 | STX Green Logis |
| 3 | Abortion & Contraception | recurred after 356 days | +10.8% | 3/3 | Hyundai Pharmaceutical |
| 4 | Semiconductor Equipment | recurred after 4 days | +10.2% | 10/10 | Gigalane |
| 5 | Animal Feed | recurred after 75 days | +9.1% | 10/10 | Hantop |
| 6 | Semiconductor Materials & Components | recurred after 4 days | +3.9% | 10/10 | New Power Plasma |
| 7 | Dehumidifiers | 2 days running | +3.7% | 3/3 | Winix |
| 8 | LPG (Liquefied Petroleum Gas) | 2 days running | +3.5% | 3/3 | HeunguOil |
Theme by Theme
1. Soybeans (new)
- Episode: started 2026-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Milae Bioresources 218150 | +29.8% | 2,380 | ★ |
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2. Shipping (2 days running)
- Episode: started 2026-07-13, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Green Logis 465770 | +29.9% | 3,300 | ★ |
Heung-a Shipping 003280 | +4.5% | 1,825 | |
HMM 011200 | +1.1% | 19,760 |
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- [특징주] STX그린로지스, 호르무즈 해협 긴장 고조에 이틀째 ‘上’ — 아주경제 (Korean)
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3. Abortion & Contraception (recurred after 356 days)
- Episode: started 2026-07-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Pharmaceutical 004310 | +29.8% | 6,070 | ★ |
Myungmoon Pharm 017180 | +2.2% | 1,220 | |
GL Pharm Tech 204840 | +0.2% | 826 |
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4. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2026-07-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
VM 089970 | +19.0% | 114,700 | |
Tes 095610 | +16.7% | 217,500 | |
Gigalane 049080 | +16.4% | 9,030 | ★ |
Tse 131290 | +10.6% | 277,000 | |
Techwing 089030 | +10.5% | 48,450 | |
PSK 319660 | +10.2% | 203,500 | |
Jusung Engineering 036930 | +5.5% | 192,600 | |
Kctech 281820 | +4.4% | 94,000 | |
Yest 122640 | +4.4% | 31,850 | |
Withtech 348350 | +4.3% | 9,290 |
5. Animal Feed (recurred after 75 days)
- Episode: started 2026-07-14, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Hantop 002680 | +30.0% | 1,964 | ★ |
Milae Bioresources 218150 | +29.8% | 2,380 | |
Korea Industrial 002140 | +8.9% | 1,892 | |
Daejoo 003310 | +7.1% | 1,690 | |
Farmsco 036580 | +5.0% | 2,950 | |
Hanil Feed 005860 | +4.0% | 2,580 | |
Sunjin 136490 | +2.0% | 10,010 | |
KC Feed 025880 | +1.8% | 2,555 | |
FarmStory 027710 | +1.6% | 1,062 | |
Easy Holdings 035810 | +1.0% | 4,425 |
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6. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2026-07-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LTC 170920 | +6.1% | 55,500 | |
New Power Plasma 144960 | +5.6% | 9,830 | ★ |
Semcns 252990 | +4.5% | 12,980 | |
Kctech 281820 | +4.4% | 94,000 | |
Tiger Elec 219130 | +3.7% | 75,200 | |
FNS Tech 083500 | +3.4% | 14,180 | |
LK Chem 489500 | +3.2% | 19,500 | |
Tokai Carbon Korea 064760 | +3.0% | 236,500 | |
BCnC 146320 | +2.6% | 10,380 | |
HLB innoVation 024850 | +2.0% | 9,200 |
7. Dehumidifiers (2 days running)
- Episode: started 2026-07-13, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Winix 044340 | +5.1% | 4,670 | ★ |
Samsung Electronics 005930 | +3.3% | 263,000 | |
Coway 021240 | +2.7% | 94,200 |
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8. LPG (Liquefied Petroleum Gas) (2 days running)
- Episode: started 2026-07-13, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +8.9% | 12,680 | ★ |
Joong Ang Enervis 000440 | +0.9% | 14,130 | |
Kukdong Oil & Chemicals 014530 | +0.8% | 3,185 |
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Closing Thoughts
Abortion & Contraception resurfaced after a 356-day gap, averaging 10.75% as Hyundai Pharmaceutical rose 29.84%. Whether the theme returns on later sessions remains open.
Hormuz-linked headlines touched Shipping, Animal Feed and LPG (Liquefied Petroleum Gas), which hit a streak of 2. The next sessions will show whether that link holds.