Aug 1: 8 Strong Themes — Solar / Wind, Shipbuilding Equipment
8 strong themes — 8 recurred. Top: Solar / Wind +10.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Solar / Wind | SDN Company | +17.29% | |
| Shipbuilding Equipment | Oriental Precision & Engineering | +10.28% | |
| Rare Earths & Rare Metals | Union Materials | +16.31% | |
| Education & E-Learning | MegaMD | +8.82% | |
| Battery | Daebo Magnetic | +6.09% | |
| Shipbuilding | HD Hyundai Heavy Industries | +8.00% | |
| EV Charging | STraffic | +4.46% | |
| AI & Robotics | Rainbow Robotics | +4.90% |
Eight themes led the Aug 1, 2022 session, and all of them were returning after a break. Solar / Wind topped the list with an average change of 10.76%, and all 3 of its stocks closed higher.
SDN Company led that theme with a 17.29% gain, as news cited its share buyback decision. The theme returned after a 74-day gap, the longest of any theme that day.
Shipbuilding Equipment followed with an average change of 8.09%, and all 5 of its stocks rose. Rare Earths & Rare Metals averaged 7.34%, led by Union Materials at 16.31%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar / Wind | recurred after 74 days | +10.8% | 3/3 | SDN Company |
| 2 | Shipbuilding Equipment | recurred after 14 days | +8.1% | 5/5 | Oriental Precision & Engineering |
| 3 | Rare Earths & Rare Metals | recurred after 13 days | +7.3% | 4/4 | Union Materials |
| 4 | Education & E-Learning | recurred after 5 days | +6.2% | 5/5 | MegaMD |
| 5 | Battery | recurred after 4 days | +5.9% | 3/3 | Daebo Magnetic |
| 6 | Shipbuilding | recurred after 14 days | +5.2% | 4/4 | HD Hyundai Heavy Industries |
| 7 | EV Charging | recurred after 35 days | +4.3% | 4/5 | STraffic |
| 8 | AI & Robotics | recurred after 35 days | +4.0% | 6/6 | Rainbow Robotics |
Theme by Theme
1. Solar / Wind (recurred after 74 days)
- Episode: started 2022-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SDN Company 099220 | +17.3% | 3,155 | ★ |
S-Energy 095910 | +8.9% | 4,003 | |
Shinsung E&g 011930 | +6.0% | 21,900 |
Related news
- SDN 주가 12%↑…51억 규모 자사주 취득 결정 소식에 강세 — 아주경제 (Korean)
- [장중수급포착] SDN, 외국인 82.84만 주 대량 순매수… 주가 +13.01% — 뉴스핌 (Korean)
2. Shipbuilding Equipment (recurred after 14 days)
- Episode: started 2022-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Oriental Precision & Engineering 014940 | +10.3% | 3,165 | ★ |
Il Seung 333430 | +10.2% | 3,725 | |
Hanwha Engine 082740 | +8.2% | 7,998 | |
Sung Kwang Bend 014620 | +6.7% | 11,900 | |
T. K 023160 | +5.0% | 13,700 |
3. Rare Earths & Rare Metals (recurred after 13 days)
- Episode: started 2022-08-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +16.3% | 2,995 | ★ |
Union 000910 | +5.2% | 6,490 | |
Tplex 081150 | +4.0% | 4,645 | |
Dongkuk Refractories & Steel 075970 | +3.8% | 4,200 |
4. Education & E-Learning (recurred after 5 days)
- Episode: started 2022-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MegaMD 133750 | +8.8% | 3,515 | ★ |
NE Neungyule 053290 | +8.6% | 6,450 | |
i-Scream Edu 289010 | +5.9% | 5,270 | |
Ibkimyoung 339950 | +3.8% | 2,590 | |
YBM Net 057030 | +3.7% | 4,955 |
Related news
- 원격수업·학령조정에 교육株 급등…메가엠디 전일대비 8% 상승 — 매일경제 (Korean)
- 메가엠디 주가 19%↑…코로나19 신규확진 4만4689명 — 아주경제 (Korean)
- [특징주]메가엠디·YBM넷 등, 원격수업 전환 정부 권고에 강세 — 대한경제 (Korean)
5. Battery (recurred after 4 days)
- Episode: started 2022-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
People & Technology 137400 | +6.8% | 48,950 | |
Daebo Magnetic 290670 | +6.1% | 48,800 | ★ |
Cosmochemical 005420 | +4.7% | 17,416 |
6. Shipbuilding (recurred after 14 days)
- Episode: started 2022-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Heavy Industries 329180 | +8.0% | 135,000 | ★ |
HD Hyundai Mipo 010620 | +5.7% | 95,000 | |
Hanwha Ocean 042660 | +3.8% | 18,301 | |
Samsung Heavy Industries 010140 | +3.6% | 5,820 |
Related news
- [특징주] “조선주 3분기에는 흑자전환”…현대重 7% 가까이 급등 — 서울경제 (Korean)
7. EV Charging (recurred after 35 days)
- Episode: started 2022-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Carry 313760 | +5.5% | 11,600 | |
SKNetworksCompanyLimited 001740 | +5.2% | 4,570 | |
STraffic 234300 | +4.5% | 4,330 | ★ |
Humax Holdings 028080 | +2.3% | 18,011 | |
Il 307180 | - | - |
Related news
- [특징주] 에스트래픽, SK네트웍스와 전기차 충전 인프라 구축 소식에 강세 — 대한경제 (Korean)
- [특징주]에스트래픽, 국내 최다 주유소 SK에너지와 협력…SK네트웍스와 전기차 충전사업진출 강세 — 파이낸셜뉴스 (Korean)
8. AI & Robotics (recurred after 35 days)
- Episode: started 2022-08-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Russell 217500 | +5.7% | 3,880 | |
Rainbow Robotics 277810 | +4.9% | 27,850 | ★ |
Yuilrobotics 388720 | +4.5% | 24,400 | |
Robostar 090360 | +3.8% | 20,400 | |
Robotis 108490 | +3.0% | 21,570 | |
Lunit 328130 | +2.2% | 8,814 |
Related news
- 레인보우로보틱스, 연간 호실적·내년 성장 전망에 장 초반 급등세 — 머니투데이 (Korean)
- 레인보우로보틱스 ‘52주 신고가 경신, 급등세 왜? — 매일경제 (Korean)
- 레인보우로보틱스 주가 12%↑…급상승 이유는? — 아주경제 (Korean)
Closing Thoughts
Every theme here is on a 1-day streak, so the next session will show whether any of them extends. Rare Earths & Rare Metals is the only episode with a recorded end date of 2022-08-02.
News flow is the other thread to follow. Education & E-Learning rose on a government remote-class recommendation, and STraffic led EV Charging after a tie-up with SKNetworksCompanyLimited.