Jul 31: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Asphalt Concrete
8 strong themes — 1 running · 7 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +9.6%.
Strong themes8
Top change+9.6%
LeaderSugentech
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 |
|---|---|---|---|
| COVID (Diagnostics, Treatments, Vaccines) | Sugentech | +15.00% | |
| Asphalt Concrete | Korea Petroleum Industries Company | +24.54% | |
| Semiconductor Equipment | YC | +13.27% | |
| HBM (High Bandwidth Memory) | YC | +13.27% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +29.95% | |
| Shipping | STX Green Logis | +18.34% | |
| Mycoplasma Pneumonia | Sugentech | +15.00% | |
| Construction (Small & Mid Cap) | EehwaConstruction | +24.46% |
On 2024-07-31, every theme on the list closed with all of its stocks higher. COVID (Diagnostics, Treatments, Vaccines) led with an average change of 9.57%, and all 10 of its stocks rose.
QuantaMatrix topped the COVID-19 group at 29.99%. Asphalt Concrete posted an average change of 9.3%, led by Korea Petroleum Industries Company at 24.54%.
Chip stocks also rallied. Semiconductor Equipment posted an average change of 8.45%, and HBM (High Bandwidth Memory) posted 7.94%. YC led both themes, up 13.27%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | COVID (Diagnostics, Treatments, Vaccines) | recurred after 7 days | +9.6% | 10/10 | Sugentech |
| 2 | Asphalt Concrete | recurred after 41 days | +9.3% | 5/5 | Korea Petroleum Industries Company |
| 3 | Semiconductor Equipment | recurred after 2 days | +8.4% | 10/10 | YC |
| 4 | HBM (High Bandwidth Memory) | recurred after 8 days | +7.9% | 10/10 | YC |
| 5 | LPG (Liquefied Petroleum Gas) | recurred after 33 days | +6.8% | 8/8 | HeunguOil |
| 6 | Shipping | recurred after 5 days | +6.7% | 6/6 | STX Green Logis |
| 7 | Mycoplasma Pneumonia | recurred after 131 days | +5.1% | 7/7 | Sugentech |
| 8 | Construction (Small & Mid Cap) | 2 days running | +4.8% | 10/10 | EehwaConstruction |
Theme by Theme
1. COVID (Diagnostics, Treatments, Vaccines) (recurred after 7 days)
- Episode: started 2024-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
QuantaMatrix 317690 | +30.0% | 11,270 | |
GeneOne Life Science 011000 | +15.6% | 3,155 | |
Sugentech 253840 | +15.0% | 6,440 | ★ |
Dreamtech 192650 | +8.1% | 9,050 | |
LabGenomics 084650 | +6.8% | 2,680 | |
Access Bio 950130 | +5.2% | 6,830 | |
Humasis 205470 | +4.0% | 1,775 | |
PCL 241820 | +3.8% | 1,163 | |
Eutilex 263050 | +3.6% | 2,995 | |
SD Biosensor 137310 | +3.6% | 9,610 |
2. Asphalt Concrete (recurred after 41 days)
- Episode: started 2024-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Petroleum Industries Company 004090 | +24.5% | 20,350 | ★ |
Speco 013810 | +8.9% | 3,290 | |
SG 255220 | +8.0% | 3,520 | |
Eugene 023410 | +2.7% | 3,620 | |
Kukdong Oil & Chemicals 014530 | +2.3% | 3,970 |
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- [특징주] SG, 포스코인터내셔널과 우크라이나 아스콘 재건 사업 공동 추진 합의 소식에 강세 — 이투데이 (Korean)
3. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2024-07-31, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
YC 232140 | +13.3% | 18,690 | ★ |
Di 003160 | +11.5% | 18,290 | |
Zeus 079370 | +8.3% | 14,620 | |
Intekplus 064290 | +7.9% | 19,490 | |
PSK 319660 | +7.9% | 31,350 | |
Wonik IPS 240810 | +7.5% | 37,850 | |
EO Technics 039030 | +7.5% | 175,700 | |
Fine Semitech 036810 | +7.2% | 29,800 | |
Tse 131290 | +6.7% | 50,800 | |
Auros Technology 322310 | +6.6% | 23,300 |
4. HBM (High Bandwidth Memory) (recurred after 8 days)
- Episode: started 2024-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
YC 232140 | +13.3% | 18,690 | ★ |
Di 003160 | +11.5% | 18,290 | |
Zeus 079370 | +8.3% | 14,620 | |
EO Technics 039030 | +7.5% | 175,700 | |
Mirai Semiconductors 254490 | +6.9% | 13,050 | |
Auros Technology 322310 | +6.6% | 23,300 | |
PSK Holdings 031980 | +6.6% | 53,500 | |
Systems Technology 039440 | +6.5% | 28,450 | |
Kctech 281820 | +6.4% | 43,400 | |
Dit 110990 | +5.8% | 19,050 |
5. LPG (Liquefied Petroleum Gas) (recurred after 33 days)
- Episode: started 2024-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +29.9% | 17,400 | ★ |
Joong Ang Enervis 000440 | +15.5% | 21,950 | |
Kukdong Oil & Chemicals 014530 | +2.3% | 3,970 | |
GS Holdings 078930 | +2.0% | 48,900 | |
S-Oil 010950 | +1.8% | 67,900 | |
Daesung Industrial 128820 | +1.6% | 3,705 | |
SK Gas 018670 | +0.6% | 179,200 | |
E1 017940 | +0.5% | 76,100 |
Related news
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6. Shipping (recurred after 5 days)
- Episode: started 2024-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Green Logis 465770 | +18.3% | 14,000 | ★ |
Heung-a Shipping 003280 | +11.6% | 2,415 | |
HMM 011200 | +3.7% | 18,200 | |
Korea Line 005880 | +3.1% | 2,165 | |
Pan Ocean 028670 | +1.7% | 3,875 | |
KSS Line 044450 | +1.7% | 8,490 |
Related news
- 중동 불안 고조에…해운·석유株 급등 — 서울경제 (Korean)
7. Mycoplasma Pneumonia (recurred after 131 days)
- Episode: started 2024-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sugentech 253840 | +15.0% | 6,440 | ★ |
Mekics 058110 | +12.0% | 2,665 | |
Access Bio 950130 | +5.2% | 6,830 | |
Gencurix 229000 | +1.1% | 2,675 | |
Kukje Pharma 002720 | +0.8% | 6,220 | |
PharmGen Science 004720 | +0.8% | 5,310 | |
KyungdongPharm 011040 | +0.7% | 6,970 |
8. Construction (Small & Mid Cap) (2 days running)
- Episode: started 2024-07-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
EehwaConstruction 001840 | +24.5% | 3,765 | ★ |
HL D&I Halla 014790 | +5.0% | 2,710 | |
Is Dongseo 010780 | +3.6% | 24,550 | |
Namkwang Engineering & Construction 001260 | +3.3% | 7,830 | |
Bumyang Construction 002410 | +3.0% | 1,418 | |
Nam Hwa Construction Company 091590 | +2.2% | 4,310 | |
KUMHO Engineering & Construction 002990 | +2.0% | 3,745 | |
Camus Engineering & Construction 013700 | +1.8% | 1,448 | |
KolonGlobal 003070 | +1.6% | 10,360 | |
Shinsegae Engineering & Construction C 034300 | +1.4% | 13,270 |
Closing Thoughts
Most themes came back after a break, and Mycoplasma Pneumonia returned after a gap of 131 days. Construction (Small & Mid Cap) was the only theme on a streak, now at 2 days, with EehwaConstruction up 24.46%.
Shipping and LPG had news behind their moves: rising tension in the Middle East, and LPG supply prices set to rise in August. Later sessions will show whether those links hold.