Jul 31: 8 Strong Themes — AI & Robotics, Battery
8 strong themes — 3 running · 5 recurred. Top: AI & Robotics +13.1%.
Strong themes8
Top change+13.1%
LeaderAlchera
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| AI & Robotics | Alchera | +29.95% | |
| Battery | Zaigle | +10.22% | |
| COVID (Diagnostics, Treatments, Vaccines) | SD Biosensor | +16.04% | |
| ChatGPT & AI Chatbots | Saltlux | +21.36% | |
| Steel Majors | Dongkuk Steel Mill | +29.98% | |
| Lithium | Kumyang | +18.64% | |
| Oil Refining | SK Innovation | +13.98% | |
| Defense & War | STX | +10.11% |
On Jul 31, every stock listed across all eight strong themes closed higher. AI & Robotics led with an average change of 13.13%, and all 9 of its stocks rose.
Battery followed with an average change of 11.12% on its second straight day, and Kumyang gained the most at 18.64%. SK Innovation rose 13.98% and also led Oil Refining.
Steel Majors posted an average change of 8.19%, led by Dongkuk Steel Mill at 29.98%. COVID (Diagnostics, Treatments, Vaccines) averaged 10.26%, with SD Biosensor up 16.04%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | AI & Robotics | recurred after 4 days | +13.1% | 9/9 | Alchera |
| 2 | Battery | 2 days running | +11.1% | 10/10 | Zaigle |
| 3 | COVID (Diagnostics, Treatments, Vaccines) | recurred after 4 days | +10.3% | 10/10 | SD Biosensor |
| 4 | ChatGPT & AI Chatbots | recurred after 10 days | +9.8% | 10/10 | Saltlux |
| 5 | Steel Majors | 2 days running | +8.2% | 10/10 | Dongkuk Steel Mill |
| 6 | Lithium | 2 days running | +7.3% | 9/9 | Kumyang |
| 7 | Oil Refining | recurred after 6 days | +5.7% | 3/3 | SK Innovation |
| 8 | Defense & War | recurred after 20 days | +5.6% | 8/8 | STX |
Theme by Theme
1. AI & Robotics (recurred after 4 days)
- Episode: started 2023-07-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Alchera 347860 | +29.9% | 11,741 | ★ |
Saltlux 304100 | +21.4% | 37,500 | |
Selvas AI 108860 | +15.9% | 22,500 | |
Mobiis 250060 | +9.3% | 2,350 | |
Konan Technology Incorporation 402030 | +8.7% | 33,477 | |
Obzen 417860 | +8.6% | 46,000 | |
LaonPeople 300120 | +8.2% | 4,623 | |
Maum.ai 377480 | +8.2% | 25,850 | |
VAIV company 301300 | +7.9% | 8,580 |
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2. Battery (2 days running)
- Episode: started 2023-07-28, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang 001570 | +18.6% | 159,100 | |
SK Innovation 096770 | +14.0% | 212,533 | |
Dit 110990 | +12.9% | 11,720 | |
G.I.Tech 382480 | +11.4% | 4,945 | |
Zaigle 234920 | +10.2% | 19,630 | ★ |
Shinsung Delta Tech 065350 | +10.0% | 15,180 | |
Ecopro 086520 | +9.3% | 236,818 | |
W-scope Chungju Plant 393890 | +9.3% | 86,000 | |
L&F 066970 | +8.0% | 257,500 | |
Onejoon 382840 | +7.5% | 27,800 |
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3. COVID (Diagnostics, Treatments, Vaccines) (recurred after 4 days)
- Episode: started 2023-07-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ndfos 238090 | +18.0% | 2,890 | |
SD Biosensor 137310 | +16.0% | 12,950 | ★ |
JW Pharmaceutical 001060 | +12.7% | 41,684 | |
BNC Korea 256840 | +11.0% | 3,530 | |
Bcworldpharm 200780 | +8.8% | 5,379 | |
Seegene 096530 | +8.6% | 23,300 | |
Bioneercorporation 064550 | +7.4% | 46,500 | |
Kbio Labs 038530 | +7.3% | 399 | |
Humasis 205470 | +6.6% | 11,775 | |
GeneOne Life Science 011000 | +6.3% | 21,500 |
4. ChatGPT & AI Chatbots (recurred after 10 days)
- Episode: started 2023-07-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Saltlux 304100 | +21.4% | 37,500 | ★ |
Selvas AI 108860 | +15.9% | 22,500 | |
Polaris Office 041020 | +11.8% | 4,830 | |
Konan Technology Incorporation 402030 | +8.7% | 33,477 | |
Maum.ai 377480 | +8.2% | 25,850 | |
VAIV company 301300 | +7.9% | 8,580 | |
NAVER 035420 | +7.6% | 227,000 | |
ESTsoft 047560 | +6.0% | 13,780 | |
BRIDGETECCorp 064480 | +5.3% | 7,600 | |
Datasolution 263800 | +5.0% | 5,510 |
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5. Steel Majors (2 days running)
- Episode: started 2023-07-28, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongkuk Steel Mill 460860 | +30.0% | 12,920 | ★ |
Kiswire 002240 | +15.8% | 19,264 | |
Dongkuk Coated Metal 460850 | +13.8% | 10,070 | |
Posco Steeleon 058430 | +6.2% | 7,510 | |
Daehan Steel 084010 | +4.0% | 8,448 | |
KG Dongbusteel 016380 | +3.9% | 8,550 | |
POSCO Holdings 005490 | +3.7% | 642,000 | |
SeAH Steel 306200 | +2.0% | 157,100 | |
Kisco 104700 | +1.7% | 6,130 | |
Hyundai Steel Company 004020 | +0.8% | 36,150 |
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6. Lithium (2 days running)
- Episode: started 2023-07-28, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang 001570 | +18.6% | 159,100 | ★ |
Ecopro 086520 | +9.3% | 236,818 | |
Posco M-tech 009520 | +7.2% | 36,650 | |
Hydro Lithium 101670 | +6.5% | 27,150 | |
Cosmochemical 005420 | +5.9% | 54,609 | |
Foosung 093370 | +5.0% | 13,213 | |
Daebo Magnetic 290670 | +4.6% | 48,450 | |
Chunbo 278280 | +4.5% | 190,500 | |
MNTECHCo 095500 | +4.2% | 24,950 |
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7. Oil Refining (recurred after 6 days)
- Episode: started 2023-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +14.0% | 212,533 | ★ |
S-Oil 010950 | +2.7% | 74,900 | |
GS Holdings 078930 | +0.3% | 37,700 |
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8. Defense & War (recurred after 20 days)
- Episode: started 2023-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
STX 011810 | +10.1% | 13,890 | ★ |
i3system 214430 | +7.2% | 35,750 | |
Hanwha Systems 272210 | +6.5% | 15,200 | |
Hanwha Aerospace 012450 | +5.8% | 124,479 | |
YTN 040300 | +4.1% | 7,600 | |
Fiberpro 368770 | +3.8% | 4,395 | |
Samyung ENC 065570 | +3.6% | 5,980 | |
Hanwha Ocean 042660 | +3.4% | 41,533 |
Closing Thoughts
Battery, Lithium and Steel Majors each have a streak of 2, with episodes that began on Jul 28. The next sessions will show whether these runs continue.
AI names overlapped heavily. Saltlux rose 21.36% and led ChatGPT & AI Chatbots, which averaged 9.76% after a 10-day gap. Defense & War came back after 20 days.