May 21: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Shipbuilding Equipment

May 21, 2025 · #COVID (Diagnostics, Treatments, Vaccines) #Shipbuilding Equipment #Pharma #Defense & War #Space & Aerospace (Nuri Rocket, Satellites) #Biosimilars #Augmented Reality (AR) #Construction Majors

8 strong themes — 8 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +10.4%.

Strong themes8 Top change+10.4% LeaderCellid

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+10.4%
Shipbuilding Equipment
+10.1%
Pharma
+7.8%
Defense & War
+7.7%
Space & Aerospace (Nuri Rocket, Satellites)
+7.2%
Biosimilars
+5.2%
Augmented Reality (AR)
+5.0%
Construction Majors
+4.7%

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
COVID (Diagnostics, Treatments, Vaccines)Cellid+30.00%
Shipbuilding EquipmentSejin Heavy Industries+29.91%
PharmaGreen Lifescience+29.78%
Defense & WarSatrecInitiative+15.30%
Space & Aerospace (Nuri Rocket, Satellites)Asia Pacific Satellite lnc+10.58%
BiosimilarsBinex+12.50%
Augmented Reality (AR)Raontech+18.58%
Construction MajorsSamsung C&T+11.74%

On 2025-05-21, eight themes closed higher, led by COVID (Diagnostics, Treatments, Vaccines) at an average change of 10.39%. Every listed stock in all eight themes rose.

Cellid rose 30.0% amid reports of renewed COVID concerns in Greater China. Shipbuilding Equipment followed at an average change of 10.09%, led by Sejin Heavy Industries at 29.91%.

Space news spread across themes. Samsung C&T jumped 11.74% on space infrastructure hopes, while Asia Pacific Satellite lnc gained 10.58% after a UAE terminal supply report.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Diagnostics, Treatments, Vaccines)recurred after 2 days+10.4%9/9Cellid
2Shipbuilding Equipmentrecurred after 7 days+10.1%10/10Sejin Heavy Industries
3Pharmarecurred after 8 days+7.8%10/10Green Lifescience
4Defense & Warrecurred after 13 days+7.7%10/10SatrecInitiative
5Space & Aerospace (Nuri Rocket, Satellites)recurred after 7 days+7.2%10/10Asia Pacific Satellite lnc
6Biosimilarsrecurred after 8 days+5.2%10/10Binex
7Augmented Reality (AR)recurred after 162 days+5.0%10/10Raontech
8Construction Majorsrecurred after 9 days+4.7%4/4Samsung C&T

Theme by Theme

1. COVID (Diagnostics, Treatments, Vaccines) (recurred after 2 days)

StockChangeCloseLeader
Cellid 299660+30.0%5,200★
Osang Healthcare 036220+9.7%17,450
Genematrix 109820+9.6%2,795
Shaperon 378800+9.3%3,125
Mi 059090+9.0%14,000
Sugentech 253840+7.5%7,790
Kbio Labs 038530+6.8%268
SD Biosensor 137310+5.9%10,560
SK Bioscience 302440+5.8%43,000

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2. Shipbuilding Equipment (recurred after 7 days)

StockChangeCloseLeader
Sejin Heavy Industries 075580+29.9%12,030★
Oriental Precision & Engineering 014940+11.9%5,920
Il Seung 333430+11.2%5,100
Dongbang Ship Machinery 099410+9.9%3,660
Cape Industries 064820+9.0%6,540
Hanla IMS 092460+7.3%9,650
HD-Hyundai Marine Engine 071970+6.5%41,200
Samyoung M-tek C0 054540+5.8%5,450
Sung Kwang Bend 014620+4.8%26,250
KSP 073010+4.5%4,025

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3. Pharma (recurred after 8 days)

StockChangeCloseLeader
Green Lifescience 114450+29.8%2,205★
Seoul Pharma 018680+8.0%3,565
Samsung Biologics 207940+7.1%1,100,000
SK Bioscience 302440+5.8%43,000
Sam Chun Dang Pharm 000250+5.1%137,600
Daewoong Pharma 069620+5.0%145,200
Dong-a ST 170900+4.7%48,250
Shinpoong Pharmaceutical 019170+4.5%8,060
Jeil Pharmaceutical 271980+4.3%12,520
Prestige BioPharma 950210+4.1%13,620

4. Defense & War (recurred after 13 days)

StockChangeCloseLeader
SatrecInitiative 099320+15.3%53,500★
Itcenentec 010280+10.0%890
MNC Solution 484870+8.7%113,200
SNT Motiv 064960+7.6%31,300
COTS Technology 448710+6.3%19,700
Kencoa Aerospace 274090+6.2%13,270
Fiberpro 368770+6.2%7,330
HJ Shipbuilding & Construction 097230+5.5%7,530
Firstec 010820+5.4%3,805
Genohco 361390+5.4%17,750

5. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 7 days)

StockChangeCloseLeader
SatrecInitiative 099320+15.3%53,500
Asia Pacific Satellite lnc 211270+10.6%13,070★
Intellian Technologies 189300+7.0%40,800
Kencoa Aerospace 274090+6.2%13,270
Fiberpro 368770+6.2%7,330
Contec 451760+5.8%9,740
Firstec 010820+5.4%3,805
Genohco 361390+5.4%17,750
Hyundai-Rotem 064350+5.2%119,600
Vitzro Tech 042370+4.9%7,860

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6. Biosimilars (recurred after 8 days)

StockChangeCloseLeader
Binex 053030+12.5%18,090★
Samsung Biologics 207940+7.1%1,100,000
Sam Chun Dang Pharm 000250+5.1%137,600
Daewoong Pharma 069620+5.0%145,200
Dong-a ST 170900+4.7%48,250
Aprogen 007460+4.5%667
Prestige BioPharma 950210+4.1%13,620
Aprogen Biologics 003060+3.0%651
Prestige Biologics 334970+2.7%3,960
Alteogen 196170+2.7%326,000

7. Augmented Reality (AR) (recurred after 162 days)

StockChangeCloseLeader
Raontech 418420+18.6%3,255★
K3i 431190+12.5%6,300
Virnect 438700+4.6%5,470
Elentec 054210+3.5%5,120
Bitmax 377030+3.4%2,465
KAON Group 078890+2.3%3,290
Sekonix 053450+2.2%5,490
Dongwoon Anatech 094170+1.1%19,570
Dexter studios 206560+1.0%7,020
Telechips 054450+0.7%13,650

8. Construction Majors (recurred after 9 days)

StockChangeCloseLeader
Samsung C&T 028260+11.7%139,000★
Hyundai Engineering & Construction 000720+4.7%48,950
DL E&c 375500+1.2%45,750
GS Engineering & Construction 006360+1.1%19,360

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Closing Thoughts

All eight themes are recurrences, and Augmented Reality (AR) returned after a gap of 162 days. The Pharma and Biosimilars episodes run through 2025-05-22.

SatrecInitiative, up 15.3%, appears in both Defense & War and Space & Aerospace (Nuri Rocket, Satellites). Samsung Biologics (7.11%) spans Pharma and Biosimilars.