Aug 5: 8 Strong Themes — Battery / EV, Remodeling & Interiors / Paint
8 strong themes — 7 recurred · 1 new. Top: Battery / EV +7.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Battery / EV | CammSys | +22.44% | |
| Remodeling & Interiors / Paint | Daelim Bath | +11.53% | |
| Monkeypox | Pharmicell | +11.51% | |
| Solar | S-Energy | +8.42% | |
| Pharma & Biotech | Samsung Pharmaceutical | +16.09% | |
| Construction Majors / Construction (Small & Mid Cap) | Bumyang Construction | +9.86% | |
| Wind | CS Bearing | +9.36% | |
| Metals (Non-Ferrous) | Korea Zinc | +7.28% |
On 2022-08-05, eight themes posted strong gains, led by Battery / EV with an average change of 7.89%. All 7 of its stocks rose, and CammSys led the group with a jump of 22.44%.
Monkeypox came back with an average change of 6.82% after Pharmicell rose 11.51% on news of a US emergency declaration. Samsung Pharmaceutical led Pharma & Biotech, up 16.09%.
The new Remodeling & Interiors / Paint theme gained an average of 7.35%, and all 7 of its stocks rose. Construction Majors / Construction (Small & Mid Cap) returned after a gap of 550 days, led by Bumyang Construction at 9.86%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery / EV | recurred after 2 days | +7.9% | 7/7 | CammSys |
| 2 | Remodeling & Interiors / Paint | new | +7.3% | 7/7 | Daelim Bath |
| 3 | Monkeypox | recurred after 4 days | +6.8% | 4/4 | Pharmicell |
| 4 | Solar | recurred after 7 days | +6.4% | 4/5 | S-Energy |
| 5 | Pharma & Biotech | recurred after 25 days | +6.2% | 11/12 | Samsung Pharmaceutical |
| 6 | Construction Majors / Construction (Small & Mid Cap) | recurred after 550 days | +4.8% | 6/6 | Bumyang Construction |
| 7 | Wind | recurred after 7 days | +4.8% | 5/5 | CS Bearing |
| 8 | Metals (Non-Ferrous) | recurred after 8 days | +3.6% | 4/4 | Korea Zinc |
Theme by Theme
1. Battery / EV (recurred after 2 days)
- Episode: started 2022-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CammSys 050110 | +22.4% | 14,303 | ★ |
Ecopro 086520 | +12.2% | 21,897 | |
DA Technology 196490 | +8.3% | 28,110 | |
MS Autotech Company 123040 | +6.4% | 4,900 | |
SK ie technology 361610 | +3.8% | 88,200 | |
Samsung SDI 006400 | +1.5% | 585,461 | |
SK Innovation 096770 | +0.5% | 182,523 |
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2. Remodeling & Interiors / Paint (new)
- Episode: started 2022-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daelim Bath 005750 | +11.5% | 5,900 | ★ |
Haatz 066130 | +7.3% | 7,620 | |
Byuksan 007210 | +7.3% | 3,010 | |
Kukbo Design 066620 | +6.9% | 18,500 | |
Hyundai Livart Furniture 079430 | +6.7% | 11,900 | |
Joyworks& 309930 | +6.6% | 4,799 | |
SP Samhwa 000390 | +5.0% | 7,810 |
3. Monkeypox (recurred after 4 days)
- Episode: started 2022-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pharmicell 005690 | +11.5% | 14,050 | ★ |
GC Medical Science 142280 | +6.1% | 8,200 | |
Access Bio 950130 | +5.8% | 15,613 | |
RollingStone 214610 | +3.9% | 89,475 |
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4. Solar (recurred after 7 days)
- Episode: started 2022-08-05, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Energy 095910 | +8.4% | 4,070 | ★ |
Agent AI 060900 | +7.7% | 87,037 | |
Hanwha Solutions 009830 | +5.3% | 51,778 | |
HD Hyundai Energy Solutions 322000 | +4.3% | 53,100 | |
OCI Holdings Company 010060 | - | - |
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5. Pharma & Biotech (recurred after 25 days)
- Episode: started 2022-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Pharmaceutical 001360 | +16.1% | 3,650 | ★ |
ST Pharm 237690 | +7.3% | 113,700 | |
ABL Bio 298380 | +7.0% | 23,850 | |
PharmAbcine 208340 | +6.6% | 3,890 | |
Reyon Pharmaceutical 102460 | +4.6% | 28,450 | |
Hanmi Pharm 128940 | +4.6% | 306,891 | |
SK biopharmaceuticals 326030 | +4.5% | 81,000 | |
SK Bioscience 302440 | +4.4% | 130,000 | |
Celltrion Pharm 068760 | +4.3% | 74,749 | |
Celltrion 068270 | +4.2% | 166,398 |
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6. Construction Majors / Construction (Small & Mid Cap) (recurred after 550 days)
- Episode: started 2022-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumyang Construction 002410 | +9.9% | 5,570 | ★ |
Hanshin Construction 004960 | +5.8% | 12,850 | |
Woowon Development 046940 | +4.2% | 4,515 | |
Kye-ryong Construction Industrial 013580 | +4.0% | 25,850 | |
GS Engineering & Construction 006360 | +2.8% | 30,900 | |
DL E&c 375500 | +2.3% | 41,900 |
7. Wind (recurred after 7 days)
- Episode: started 2022-08-05, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
CS Bearing 297090 | +9.4% | 11,100 | ★ |
Dongkuk Structures & Construction 100130 | +4.3% | 7,100 | |
Hyosung Heavy Industries 298040 | +4.0% | 61,800 | |
SK oceanplant 100090 | +3.4% | 25,700 | |
CS Wind 112610 | +2.8% | 58,400 |
8. Metals (Non-Ferrous) (recurred after 8 days)
- Episode: started 2022-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Zinc 010130 | +7.3% | 516,000 | ★ |
Daiyang Metal 009190 | +3.7% | 4,100 | |
Seowon 021050 | +1.7% | 1,535 | |
Youngpoong 000670 | +1.6% | 53,052 |
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Closing Thoughts
Solar and Wind have episodes that run to 2022-08-08, with average changes of 6.41% and 4.78%. OCI Holdings Company in Solar had no price data for the session.
Metals (Non-Ferrous) rose an average of 3.56%, and Korea Zinc gained 7.28% as news pointed to rising zinc prices. The next session’s data will show whether these themes keep going.