Jul 8: 8 Strong Themes — Seafood & Fishing, Beauty & Cosmetics
8 strong themes — 1 running · 7 recurred. Top: Seafood & Fishing +14.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Seafood & Fishing | Sajo Sea Food | +29.97% | |
| Beauty & Cosmetics | Leaders Cosmetics | +29.97% | |
| Nuclear | Woori Technology, Incorporation | +20.93% | |
| GLP-1 & Obesity Drugs | KoBioLabs | +18.58% | |
| Wind | Woori Technology, Incorporation | +20.93% | |
| Food | Sajodongaone | +14.80% | |
| Battery | Daebo Magnetic | +6.85% | |
| 5G | Gigalane | +8.46% |
Eight strong themes stood out on 2024-07-08, and every listed stock in each of them closed higher. Seafood & Fishing led with an average change of 14.79%, with all 10 of its stocks rising.
Sajo Sea Food led Seafood & Fishing with a gain of 29.97%, and Sajodaerim was close behind at 29.93%. Beauty & Cosmetics came next with an average change of 11.2%, led by Leaders Cosmetics, which also rose 29.97%.
Woori Technology, Incorporation rose 20.93% and led both Nuclear and Wind. Nuclear averaged 8.21%, as headlines said the result of a Czech nuclear plant bid was near.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Seafood & Fishing | recurred after 10 days | +14.8% | 10/10 | Sajo Sea Food |
| 2 | Beauty & Cosmetics | recurred after 7 days | +11.2% | 10/10 | Leaders Cosmetics |
| 3 | Nuclear | recurred after 19 days | +8.2% | 10/10 | Woori Technology, Incorporation |
| 4 | GLP-1 & Obesity Drugs | 2 days running | +8.0% | 10/10 | KoBioLabs |
| 5 | Wind | recurred after 11 days | +6.9% | 10/10 | Woori Technology, Incorporation |
| 6 | Food | recurred after 10 days | +6.5% | 10/10 | Sajodongaone |
| 7 | Battery | recurred after 4 days | +5.8% | 9/9 | Daebo Magnetic |
| 8 | 5G | recurred after 90 days | +5.7% | 8/8 | Gigalane |
Theme by Theme
1. Seafood & Fishing (recurred after 10 days)
- Episode: started 2024-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sajo Sea Food 014710 | +30.0% | 7,980 | ★ |
Sajodaerim 003960 | +29.9% | 99,400 | |
Sajo Industries 007160 | +19.2% | 50,200 | |
Hansung Enterprise 003680 | +17.1% | 8,850 | |
CJ Seafood 011150 | +15.5% | 5,170 | |
Oyang 006090 | +13.1% | 11,210 | |
Silla SG 025870 | +8.6% | 7,670 | |
Dongwon Fisheries 030720 | +6.3% | 6,890 | |
Silla 004970 | +5.7% | 11,450 | |
Dongwon Industries 006040 | +2.4% | 34,600 |
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2. Beauty & Cosmetics (recurred after 7 days)
- Episode: started 2024-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Leaders Cosmetics 016100 | +30.0% | 3,860 | ★ |
J2kbio 420570 | +16.7% | 24,100 | |
Beautyskin 406820 | +10.9% | 19,800 | |
Cosmecca Korea 241710 | +9.6% | 87,000 | |
Tonymoly 214420 | +9.4% | 11,430 | |
Englewood Lab 950140 | +8.8% | 22,250 | |
iFamilySC 114840 | +7.5% | 36,700 | |
Silicon 2 257720 | +7.0% | 44,300 | |
PharmaResearch 214450 | +6.1% | 147,700 | |
Sunjin Beauty Science 086710 | +6.1% | 17,740 |
3. Nuclear (recurred after 19 days)
- Episode: started 2024-07-08, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Technology, Incorporation 032820 | +20.9% | 2,340 | ★ |
Orbitech 046120 | +11.6% | 2,850 | |
Doosan Enerbility 034020 | +7.5% | 21,000 | |
WOOJIN Ntec 457550 | +7.4% | 39,200 | |
Hyosung Heavy Industries 298040 | +6.6% | 331,000 | |
KEPCO Engineering & Construction Company 052690 | +6.0% | 71,900 | |
Seojeon Electric Machinery 189860 | +6.0% | 5,490 | |
Taewoong 044490 | +5.9% | 17,410 | |
G2Power 388050 | +5.6% | 9,770 | |
Korea Electronic Power Industrial Development 130660 | +4.6% | 11,290 |
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- [장중수급포착] 우리기술, 외국인 189.80만 주 대량 순매수… 주가 +21.19% — 뉴스핌 (Korean)
4. GLP-1 & Obesity Drugs (2 days running)
- Episode: started 2024-07-05, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
KoBioLabs 348150 | +18.6% | 7,660 | ★ |
Bluemtec 439580 | +15.1% | 17,270 | |
Peptron 087010 | +12.9% | 72,700 | |
Inventage Lab 389470 | +8.4% | 16,380 | |
D&D Pharmatech 347850 | +6.7% | 36,700 | |
OliX Pharmaceuticals 226950 | +4.2% | 9,500 | |
Daebonglsco 078140 | +3.7% | 13,600 | |
Handok 002390 | +3.7% | 17,680 | |
Daewoong Pharma 069620 | +3.6% | 114,400 | |
Dx & Vx 180400 | +2.7% | 2,080 |
5. Wind (recurred after 11 days)
- Episode: started 2024-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Technology, Incorporation 032820 | +20.9% | 2,340 | ★ |
Unison 018000 | +7.9% | 740 | |
Doosan Enerbility 034020 | +7.5% | 21,000 | |
Hyosung Heavy Industries 298040 | +6.6% | 331,000 | |
KEPCO Engineering & Construction Company 052690 | +6.0% | 71,900 | |
Taewoong 044490 | +5.9% | 17,410 | |
Sejin Heavy Industries 075580 | +4.1% | 9,990 | |
Samyoung M-tek C0 054540 | +4.0% | 4,680 | |
Samil C&S 004440 | +2.9% | 4,380 | |
Woorim Power Train Solution 101170 | +2.8% | 6,670 |
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- [MTN머니로 상한가 포착] 원자력 발전소 해체 테마, 우리기술 급등 — 머니투데이 (Korean)
- [장중수급포착] 우리기술, 외국인 189.80만 주 대량 순매수… 주가 +21.19% — 뉴스핌 (Korean)
6. Food (recurred after 10 days)
- Episode: started 2024-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sajodongaone 008040 | +14.8% | 1,179 | ★ |
Sempio Foods Company 248170 | +8.0% | 35,050 | |
Kook Soon Dang 043650 | +7.7% | 6,750 | |
Dongwon F & B 049770 | +6.5% | 43,450 | |
Haitai Confectionery and Foods 101530 | +5.5% | 7,290 | |
Newtree 270870 | +5.0% | 10,210 | |
Wooyang 103840 | +5.0% | 7,760 | |
Maniker F&G 195500 | +4.5% | 3,835 | |
Singsongholdings 006880 | +4.3% | 8,320 | |
Foodwell 005670 | +4.2% | 5,670 |
7. Battery (recurred after 4 days)
- Episode: started 2024-07-08, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung Delta Tech 065350 | +8.4% | 67,000 | |
Lemon 294140 | +7.8% | 3,570 | |
Daebo Magnetic 290670 | +6.8% | 24,950 | ★ |
Ecopro 086520 | +6.2% | 104,400 | |
Mi 059090 | +5.7% | 15,810 | |
Isu Specialty Chemical 457190 | +4.7% | 47,200 | |
Ecopro BM 247540 | +4.5% | 198,600 | |
Inics 452400 | +4.3% | 13,480 | |
Wonik Pne 217820 | +4.2% | 4,225 |
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- 대보마그네틱, 중국 2차전지 소재 기업에 탈철기 초도물량 수주 — 이데일리 (Korean)
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8. 5G (recurred after 90 days)
- Episode: started 2024-07-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Davolink 340360 | +9.1% | 2,465 | |
Gigalane 049080 | +8.5% | 859 | ★ |
iCRAFTCo 052460 | +5.4% | 3,030 | |
Opasnet 173130 | +5.2% | 8,830 | |
KMW 032500 | +4.9% | 12,750 | |
OE Solutions 138080 | +4.8% | 12,330 | |
RFHIC 218410 | +4.2% | 14,150 | |
LiComm 388790 | +3.6% | 4,425 |
Closing Thoughts
GLP-1 & Obesity Drugs was the only theme on a streak, now at 2 days with an average change of 7.96%. The other seven came back after gaps of 4 to 90 days, the longest being 5G.
The data shows the Nuclear and Battery episodes running through Jul 9. In Battery, Daebo Magnetic led on news of a first order from a Chinese battery-materials company.