Aug 9: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Construction (Small & Mid Cap)
8 strong themes — 1 running · 7 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +13.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | Cellid | +29.98% | |
| Construction (Small & Mid Cap) | ShinwonConstruction | +29.96% | |
| Battery | Mintech | +12.80% | |
| Semiconductor Equipment | Pro2000 | +10.76% | |
| Solar | SK eternix | +7.26% | |
| ChatGPT & AI Chatbots | Selvas AI | +11.19% | |
| Disaster Safety (Earthquake) | LS Marine Solution | +12.08% | |
| EV | SY Dong-a | +6.55% |
All eight strong themes on 2024-08-09 closed with every listed stock higher. COVID (Diagnostics, Treatments, Vaccines) led with an average change of 13.78%, on a 4-day streak.
Construction (Small & Mid Cap) returned after a 9-day gap with an average change of 10.5%. ShinwonConstruction and Sangji Construction rose 29.96% each on greenbelt-release headlines.
Battery averaged 9.48% and Semiconductor Equipment averaged 7.47%, both returning after short gaps. Mintech led batteries at 12.8%, while Pro2000 rose 10.76%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Diagnostics, Treatments, Vaccines) | 4 days running | +13.8% | 9/9 | Cellid |
| 2 | Construction (Small & Mid Cap) | recurred after 9 days | +10.5% | 10/10 | ShinwonConstruction |
| 3 | Battery | recurred after 3 days | +9.5% | 10/10 | Mintech |
| 4 | Semiconductor Equipment | recurred after 2 days | +7.5% | 10/10 | Pro2000 |
| 5 | Solar | recurred after 8 days | +7.4% | 10/10 | SK eternix |
| 6 | ChatGPT & AI Chatbots | recurred after 8 days | +7.4% | 9/9 | Selvas AI |
| 7 | Disaster Safety (Earthquake) | recurred after 220 days | +6.9% | 10/10 | LS Marine Solution |
| 8 | EV | recurred after 31 days | +6.7% | 10/10 | SY Dong-a |
Theme by Theme
1. COVID (Diagnostics, Treatments, Vaccines) (4 days running)
- Episode: started 2024-08-06, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Cellid 299660 | +30.0% | 7,890 | ★ |
SLSBio(Specialty Lab Solution Bio) 246250 | +29.9% | 4,475 | |
Micro Digital 305090 | +27.4% | 13,150 | |
GeneOne Life Science 011000 | +9.5% | 4,210 | |
Caregen 214370 | +6.5% | 16,400 | |
Aptabio Therapeutics 293780 | +5.3% | 10,090 | |
Quratis 348080 | +5.2% | 982 | |
AbClon 174900 | +5.1% | 13,930 | |
Kainos Medicine 284620 | +5.1% | 4,040 |
2. Construction (Small & Mid Cap) (recurred after 9 days)
- Episode: started 2024-08-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ShinwonConstruction 017000 | +30.0% | 3,405 | ★ |
Sangji Construction 042940 | +30.0% | 3,015 | |
Woowon Development 046940 | +12.9% | 2,975 | |
EehwaConstruction 001840 | +11.0% | 3,275 | |
KolonGlobal 003070 | +4.6% | 9,830 | |
Hanshin Construction 004960 | +3.5% | 7,020 | |
DongshinEngineering&Construction 025950 | +3.4% | 19,880 | |
Ilsung Construction 013360 | +3.3% | 1,497 | |
Is Dongseo 010780 | +3.3% | 22,050 | |
Seohee Construction 035890 | +3.1% | 1,309 |
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3. Battery (recurred after 3 days)
- Episode: started 2024-08-09, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Mintech 452200 | +12.8% | 7,400 | ★ |
Ecopro Materials 450080 | +12.1% | 83,300 | |
Shinsung Delta Tech 065350 | +11.6% | 47,550 | |
DaejooElectronicMaterials 078600 | +10.9% | 112,700 | |
Lotte Energy Materials 020150 | +8.8% | 33,550 | |
Advanced Nano Products 121600 | +8.4% | 86,400 | |
Philenergy 378340 | +7.8% | 13,200 | |
Ecopro BM 247540 | +7.7% | 179,200 | |
Sebitchem 107600 | +7.4% | 25,500 | |
Nara Mold And Die 051490 | +7.3% | 4,485 |
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4. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2024-08-09, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Tfe 425420 | +11.3% | 21,000 | |
Pro2000 321260 | +10.8% | 2,420 | ★ |
EugeneTechnology 084370 | +10.0% | 43,450 | |
PSK 319660 | +7.5% | 28,600 | |
Tse 131290 | +6.4% | 44,750 | |
Dawon Nexview 323350 | +6.3% | 8,450 | |
Rorze Systems 071280 | +6.3% | 11,550 | |
Tokai Carbon Korea 064760 | +5.5% | 106,400 | |
Imt 451220 | +5.4% | 10,800 | |
Cymechs 160980 | +5.3% | 12,700 |
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5. Solar (recurred after 8 days)
- Episode: started 2024-08-09, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
DaejooElectronicMaterials 078600 | +10.9% | 112,700 | |
Hanwha Solutions 009830 | +10.3% | 25,050 | |
Advanced Nano Products 121600 | +8.4% | 86,400 | |
SDN Company 099220 | +8.0% | 1,480 | |
KC Cottrell 119650 | +7.3% | 806 | |
SK eternix 475150 | +7.3% | 18,760 | ★ |
Dae Myoung Energy 389260 | +6.6% | 12,100 | |
RS Automation 140670 | +5.1% | 12,190 | |
Development Advance Solution 058730 | +4.9% | 3,740 | |
Lake Materials 281740 | +4.8% | 14,790 |
6. ChatGPT & AI Chatbots (recurred after 8 days)
- Episode: started 2024-08-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
VAIV company 301300 | +15.7% | 5,040 | |
Selvas AI 108860 | +11.2% | 14,800 | ★ |
Polaris AI 039980 | +8.0% | 2,230 | |
ESTsoft 047560 | +5.8% | 12,840 | |
Polaris Office 041020 | +5.5% | 5,340 | |
Model Solution 417970 | +5.3% | 9,700 | |
Konan Technology Incorporation 402030 | +5.1% | 13,670 | |
Maum.ai 377480 | +4.9% | 10,760 | |
Saltlux 304100 | +4.7% | 13,470 |
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7. Disaster Safety (Earthquake) (recurred after 220 days)
- Episode: started 2024-08-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Marine Solution 060370 | +12.1% | 18,830 | ★ |
Hyundai Everdigm 041440 | +9.1% | 8,240 | |
Tongyang Pile 228340 | +8.7% | 2,185 | |
Polaris AI 039980 | +8.0% | 2,230 | |
Dong-Ah Geological Engineering Company 028100 | +7.9% | 13,730 | |
Seojeon Electric Machinery 189860 | +6.0% | 5,510 | |
Heerim Architects & Planners 037440 | +4.7% | 5,840 | |
Paratech 033540 | +4.5% | 1,896 | |
Samyoung M-tek C0 054540 | +4.1% | 5,280 | |
Hydro Lithium 101670 | +3.8% | 3,245 |
8. EV (recurred after 31 days)
- Episode: started 2024-08-09, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Nara Mold And Die 051490 | +7.3% | 4,485 | |
Shinsung ST 416180 | +7.3% | 28,050 | |
LS Materials 417200 | +7.2% | 16,300 | |
iWIN 090150 | +7.2% | 999 | |
SKC 011790 | +6.9% | 121,500 | |
Hankook & Company 000240 | +6.5% | 16,270 | |
SY Dong-a 041930 | +6.5% | 6,180 | ★ |
Samwha Electric 009470 | +6.2% | 46,350 | |
Sungho Electronics 043260 | +6.1% | 1,517 | |
L&F 066970 | +5.9% | 91,300 |
Closing Thoughts
The open question is whether COVID (Diagnostics, Treatments, Vaccines) extends its 4-day streak. In the data, its episode runs from 2024-08-06 to 2024-08-12.
Several themes were fresh returns: Disaster Safety (Earthquake) came back after 220 days, and ChatGPT & AI Chatbots after 8. It remains to be seen whether they hold.