Aug 4: 8 Strong Themes — Metaverse & VR, Blockchain / Cybersecurity
8 strong themes — 7 recurred · 1 new. Top: Metaverse & VR +17.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Metaverse & VR | Opticis | +24.80% | |
| Blockchain / Cybersecurity | Ksign | +17.10% | |
| Nuclear | Seojeon Electric Machinery | +16.07% | |
| COVID (Diagnostics, Treatments, Vaccines) | Aligned Genetics | +9.43% | |
| Travel / Airlines & Low-Cost Carriers | Trinity Airways | +8.07% | |
| Currency & ATM Systems (incl. CBDC) | Korea Computer Terminal | +6.36% | |
| Games / Mobile Games | Linked | +7.06% | |
| Remote Work & Smart Work | ECSTELECOMCo | +3.63% |
On 2021-08-04, Metaverse & VR led the session with an average change of 17.78%. All 4 of its stocks rose, with Koses up 29.56% and leader Opticis up 24.8%.
The new theme Blockchain / Cybersecurity came next with an average change of 10.02%. Its leader, Ksign, rose 17.1%, and all 3 of its stocks closed higher.
Nuclear returned after a 15-day gap with an average change of 8.46%, led by Seojeon Electric Machinery at 16.07%. COVID (Diagnostics, Treatments, Vaccines) averaged 6.46%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Metaverse & VR | recurred after 9 days | +17.8% | 4/4 | Opticis |
| 2 | Blockchain / Cybersecurity | new | +10.0% | 3/3 | Ksign |
| 3 | Nuclear | recurred after 15 days | +8.5% | 4/4 | Seojeon Electric Machinery |
| 4 | COVID (Diagnostics, Treatments, Vaccines) | recurred after 14 days | +6.5% | 3/3 | Aligned Genetics |
| 5 | Travel / Airlines & Low-Cost Carriers | recurred after 89 days | +6.2% | 5/6 | Trinity Airways |
| 6 | Currency & ATM Systems (incl. CBDC) | recurred after 19 days | +5.3% | 4/4 | Korea Computer Terminal |
| 7 | Games / Mobile Games | recurred after 30 days | +5.1% | 4/4 | Linked |
| 8 | Remote Work & Smart Work | recurred after 7 days | +3.5% | 2/2 | ECSTELECOMCo |
Theme by Theme
1. Metaverse & VR (recurred after 9 days)
- Episode: started 2021-08-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Koses 089890 | +29.6% | 13,150 | |
Opticis 109080 | +24.8% | 31,700 | ★ |
Hanbit Soft 047080 | +11.5% | 6,580 | |
Bitmax 377030 | +5.2% | 152,377 |
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2. Blockchain / Cybersecurity (new)
- Episode: started 2021-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ksign 192250 | +17.1% | 29,450 | ★ |
Dream Security 203650 | +8.0% | 2,824 | |
RaonSecure 042510 | +4.9% | 24,412 |
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3. Nuclear (recurred after 15 days)
- Episode: started 2021-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seojeon Electric Machinery 189860 | +16.1% | 13,000 | ★ |
Orbitech 046120 | +6.9% | 7,470 | |
SolDefense 215090 | +6.3% | 13,695 | |
Doosan Enerbility 034020 | +4.6% | 20,897 |
4. COVID (Diagnostics, Treatments, Vaccines) (recurred after 14 days)
- Episode: started 2021-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Aligned Genetics 238120 | +9.4% | 5,800 | ★ |
AbClon 174900 | +5.8% | 21,100 | |
PCL 241820 | +4.2% | 297,200 |
5. Travel / Airlines & Low-Cost Carriers (recurred after 89 days)
- Episode: started 2021-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Trinity Airways 091810 | +8.1% | 3,589 | ★ |
Hanatour Service 039130 | +6.8% | 79,417 | |
Jin Air 272450 | +6.2% | 19,941 | |
Modetournetwork 080160 | +5.2% | 25,500 | |
Korean Air Lines 003490 | +5.0% | 31,200 | |
Gradiant 035080 | - | - |
6. Currency & ATM Systems (incl. CBDC) (recurred after 19 days)
- Episode: started 2021-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Computer Terminal 089150 | +6.4% | 8,690 | ★ |
Logisys 067730 | +6.0% | 9,680 | |
Korea Computer & Systems 115500 | +5.3% | 8,270 | |
Hannet 052600 | +3.6% | 9,380 |
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7. Games / Mobile Games (recurred after 30 days)
- Episode: started 2021-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Linked 193250 | +7.1% | 13,650 | ★ |
JoyCity 067000 | +5.2% | 8,067 | |
Com2us 078340 | +5.0% | 115,500 | |
Mgame 058630 | +3.2% | 9,740 |
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8. Remote Work & Smart Work (recurred after 7 days)
- Episode: started 2021-08-04, day 1
Closing Thoughts
Travel / Airlines & Low-Cost Carriers came back after a gap of 89 days, with 5 of 6 stocks up and Trinity Airways in the lead at 8.07%. It is not yet clear whether the theme will last beyond one session.
Metaverse & VR is the only theme whose episode runs to 2021-08-05, a duration of 2 days. News headlines linked the move to Samsung and Apple entering the metaverse.