Theme Insight한국어

Aug 8: 8 Strong Themes — Semiconductor Equipment, Ukraine Reconstruction

August 8, 2025 · #Semiconductor Equipment #Ukraine Reconstruction #COVID (Treatments & Vaccines) #Inter-Korean Economic Cooperation #Semiconductor Materials & Components #Railways #COVID (Negative-Pressure Wards & Ambulances) #Agriculture

8 strong themes — 3 running · 5 recurred. Top: Semiconductor Equipment +8.5%.

Strong themes8 Top change+8.5% LeaderN2tech

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+8.5%
Ukraine Reconstruction
+6.0%
COVID (Treatments & Vaccines)
+5.5%
Inter-Korean Economic Cooperation
+5.0%
Semiconductor Materials & Components
+4.3%
Railways
+4.0%
COVID (Negative-Pressure Wards & Ambulances)
+3.9%
Agriculture
+3.9%

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
Semiconductor EquipmentN2tech+14.89%
Ukraine ReconstructionSY Steel Tech+22.38%
COVID (Treatments & Vaccines)Shinpoong Pharmaceutical+14.01%
Inter-Korean Economic CooperationGood People+11.76%
Semiconductor Materials & ComponentsGO Element+4.64%
RailwaysBusan Industrial+7.76%
COVID (Negative-Pressure Wards & Ambulances)GH Advanced Materials+6.52%
AgricultureNousbo+8.55%

All eight strong themes on Aug 8 closed with every listed stock higher. Semiconductor Equipment led with an average change of 8.46%, and all 10 of its stocks rose.

SY Steel Tech jumped 22.38%, the largest single gain of the session, lifting Ukraine Reconstruction to an average change of 6.04%. N2tech led the chip equipment group at 14.89%.

Older themes came back as well. COVID (Treatments & Vaccines) averaged 5.47% after a gap of 78 days, led by Shinpoong Pharmaceutical at 14.01%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipment2 days running+8.5%10/10N2tech
2Ukraine Reconstruction2 days running+6.0%10/10SY Steel Tech
3COVID (Treatments & Vaccines)recurred after 78 days+5.5%10/10Shinpoong Pharmaceutical
4Inter-Korean Economic Cooperationrecurred after 4 days+5.0%10/10Good People
5Semiconductor Materials & Components2 days running+4.3%10/10GO Element
6Railwaysrecurred after 8 days+4.0%9/9Busan Industrial
7COVID (Negative-Pressure Wards & Ambulances)recurred after 353 days+3.9%3/3GH Advanced Materials
8Agriculturerecurred after 57 days+3.9%10/10Nousbo

Theme by Theme

1. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
N2tech 227950+14.9%540★
Wonik IPS 240810+13.1%35,850
Union Semiconductor Equipment Co.,ltd; 036200+11.6%7,690
Iste 212710+9.1%11,090
KoMi 183300+6.8%75,000
Justem 417840+6.6%11,670
Kctech 281820+5.8%32,950
PSK 319660+5.7%21,250
Nepes Ark 330860+5.5%15,670
Device 187870+5.5%11,920

2. Ukraine Reconstruction (2 days running)

StockChangeCloseLeader
SY Steel Tech 365330+22.4%5,660★
DASAN Networks 039560+7.1%3,225
HD Construction Equipment 267270+4.5%104,400
Hyundai 011760+4.3%24,350
SY 109610+4.2%3,585
Yooshin Engineering 054930+4.0%24,700
DaedongGear 008830+3.9%19,180
Soosan Cebotics 017550+3.8%1,911
SG 255220+3.3%2,495
HD Hyundai Infracore 042670+3.0%17,000

3. COVID (Treatments & Vaccines) (recurred after 78 days)

StockChangeCloseLeader
Shinpoong Pharmaceutical 019170+14.0%13,830★
Quratis 348080+7.0%931
Komipharm International 041960+6.6%5,780
Cellid 299660+6.3%4,245
Il Dong Pharmaceutical 249420+4.8%20,900
Eutilex 263050+4.7%1,812
EyeGene 185490+3.9%3,300
Naturecell 007390+2.7%20,050
Optipharm 153710+2.6%5,180
Kukjeon 307750+2.0%4,015

4. Inter-Korean Economic Cooperation (recurred after 4 days)

StockChangeCloseLeader
Good People 033340+11.8%2,195★
Shinwon 009270+9.6%1,899
Jaeyoung Solutec 049630+4.2%890
Chobi 001550+4.1%14,330
GnCenergy 119850+4.0%34,850
LOTTE Fine Chemical 004000+4.0%43,000
Namkwang Engineering & Construction 001260+3.9%9,850
Hyundai Elevator 017800+3.4%85,500
In the F 014990+2.6%1,388
Dohwa Engineering 002150+2.3%6,760

5. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
Micro Contact Solution 098120+9.3%23,000
Kctech 281820+5.8%32,950
Nepes 033640+5.0%11,440
GO Element 311320+4.6%6,770★
DNFCo 092070+4.2%13,150
WONIK QnC 074600+3.3%18,710
SAMYANG NC Chem 482630+3.2%18,280
Dongjin Semichem 005290+2.6%31,200
Hansol IONES 114810+2.5%8,520
OKins Electronics 080580+2.5%7,120

6. Railways (recurred after 8 days)

StockChangeCloseLeader
Daea Ti 045390+8.2%5,660
Busan Industrial 011390+7.8%105,600★
Yooshin Engineering 054930+4.0%24,700
Namkwang Engineering & Construction 001260+3.9%9,850
VitzroSys 054220+2.6%393
SemyungElectricMachinery 017510+2.6%9,620
Aluko 001780+2.3%2,465
Dohwa Engineering 002150+2.3%6,760
Daeyang Electric 108380+2.0%27,850

7. COVID (Negative-Pressure Wards & Ambulances) (recurred after 353 days)

StockChangeCloseLeader
GH Advanced Materials 130500+6.5%2,940★
SY 109610+4.2%3,585
K-ensol 053080+1.1%12,240

8. Agriculture (recurred after 57 days)

StockChangeCloseLeader
Nousbo 332290+8.6%1,308★
Green Lifescience 114450+6.9%2,715
Chobi 001550+4.1%14,330
LOTTE Fine Chemical 004000+4.0%43,000
DaedongGear 008830+3.9%19,180
HyosungONBCo 097870+3.4%7,080
Daedong 000490+2.9%10,800
Kyungnong 002100+2.0%10,000
Namhae Chemical 025860+1.7%7,580
DaedongMetal 020400+1.7%5,920

Closing Thoughts

Three themes stretched their streaks to 2 days starting from Aug 7: Semiconductor Equipment, Semiconductor Materials & Components and Ukraine Reconstruction. The next session will show whether these runs continue.

Inter-Korean Economic Cooperation returned after a 4-day gap. Good People rose 11.76% on volume of 62452952 shares, and Railways and Agriculture also reappeared.

Related posts