Jul 29: 8 Strong Themes — Shipbuilding Equipment, Nuclear

July 29, 2025 · #Shipbuilding Equipment #Nuclear #Beauty & Cosmetics #Defense & War #Nuclear Plant Decommissioning #Inter-Korean Economic Cooperation #Infant & Child Products #Baby & Birth Rate

8 strong themes — 1 running · 7 recurred. Top: Shipbuilding Equipment +9.7%.

Strong themes8 Top change+9.7% LeaderFinebesteel

Average change by strong theme

Average change of member stocks, by theme · descending
Shipbuilding Equipment
+9.7%
Nuclear
+5.7%
Beauty & Cosmetics
+5.4%
Defense & War
+4.9%
Nuclear Plant Decommissioning
+4.1%
Inter-Korean Economic Cooperation
+3.1%
Infant & Child Products
+2.4%
Baby & Birth Rate
+2.3%

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 -
ThemeLeaderChangeTrend
Shipbuilding EquipmentFinebesteel+29.96%
NuclearEnertork+5.28%
Beauty & CosmeticsApr+8.24%
Defense & WarRF Systems+7.19%
Nuclear Plant DecommissioningKNR Systems+5.78%
Inter-Korean Economic CooperationIn the F+6.64%
Infant & Child ProductsAgabang&company+1.33%
Baby & Birth RateAgabang&company+1.33%

Shipbuilding Equipment led the Jul 29 session with an average change of 9.68%, and all 10 of its stocks rose. It was the only theme on a streak, now at 2 days.

Finebesteel led the group, closing up 29.96% after news of a second-quarter operating profit turnaround. Dongsung Finetec added 13.62%.

Nuclear returned after a 14-day gap with an average change of 5.68%, while Beauty & Cosmetics rose 5.38% on average. Every stock in all eight themes closed higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Shipbuilding Equipment2 days running+9.7%10/10Finebesteel
2Nuclearrecurred after 14 days+5.7%10/10Enertork
3Beauty & Cosmeticsrecurred after 13 days+5.4%10/10Apr
4Defense & Warrecurred after 14 days+4.9%9/9RF Systems
5Nuclear Plant Decommissioningrecurred after 32 days+4.1%10/10KNR Systems
6Inter-Korean Economic Cooperationrecurred after 28 days+3.1%10/10In the F
7Infant & Child Productsrecurred after 18 days+2.4%10/10Agabang&company
8Baby & Birth Raterecurred after 18 days+2.3%10/10Agabang&company

Theme by Theme

1. Shipbuilding Equipment (2 days running)

StockChangeCloseLeader
Finebesteel 133820+30.0%1,193★
Dongsung Finetec 033500+13.6%27,950
Hankuk Carbon 017960+10.0%30,350
T. K 023160+7.7%21,650
Daechang Solution 096350+7.1%450
KS Industry 101000+7.0%2,060
Cape Industries 064820+6.3%7,200
Hy-lok 013030+5.9%30,650
Daeyang Electric 108380+4.8%27,150
Oriental Precision & Engineering 014940+4.4%5,970

Related news

2. Nuclear (recurred after 14 days)

StockChangeCloseLeader
T. K 023160+7.7%21,650
SNTEnergy 100840+6.8%55,000
Orbitech 046120+6.1%4,155
Hy-lok 013030+5.9%30,650
KEPCO Engineering & Construction Company 052690+5.8%95,100
Woojin 105840+5.8%11,530
Kwang Myung Electric 017040+5.5%1,055
Enertork 019990+5.3%7,770★
LS ELECTRIC 010120+4.1%304,000
Sung Kwang Bend 014620+3.9%32,200

3. Beauty & Cosmetics (recurred after 13 days)

StockChangeCloseLeader
VT 018290+8.7%37,500
Apr 278470+8.2%181,300★
Neopharm 092730+7.2%19,050
Naturecell 007390+6.0%29,900
Pum-tech Korea 251970+5.6%63,900
Cosmecca Korea 241710+4.1%67,900
NFC 265740+4.1%9,850
PharmaResearch 214450+3.7%567,000
Tonymoly 214420+3.0%10,930
Cell Bio Human Tech 318160+3.0%6,480

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4. Defense & War (recurred after 14 days)

StockChangeCloseLeader
RF Systems 474610+7.2%4,695★
SNT Dynamics 003570+6.2%54,400
SatrecInitiative 099320+6.2%49,200
Hyundai-Rotem 064350+5.9%206,000
Daeyang Electric 108380+4.8%27,150
Hanwha Aerospace 012450+4.7%998,000
Hanwha 000880+3.6%96,800
STX Engine 077970+2.8%23,900
SolDefense 215090+2.6%828

5. Nuclear Plant Decommissioning (recurred after 32 days)

StockChangeCloseLeader
Daechang Solution 096350+7.1%450
Orbitech 046120+6.1%4,155
KEPCO Engineering & Construction Company 052690+5.8%95,100
Woojin 105840+5.8%11,530
KNR Systems 199430+5.8%11,160★
Doosan Enerbility 034020+2.5%65,100
Woori Technology, Incorporation 032820+2.1%3,795
S&W 103230+2.0%3,345
KEPCO Plant Service & Engineering 051600+1.7%52,800
Withtech 348350+1.7%10,190

6. Inter-Korean Economic Cooperation (recurred after 28 days)

StockChangeCloseLeader
In the F 014990+6.6%1,237★
Ilshin Stone 007110+4.2%2,090
Good People 033340+3.5%1,443
Chobi 001550+3.3%13,260
Shinwon 009270+2.7%1,608
J.estina 026040+2.4%2,960
Namkwang Engineering & Construction 001260+2.3%8,780
Ananti 025980+2.3%8,900
Nam Hwa Construction Company 091590+1.9%4,280
Jahwa Electronics 033240+1.7%17,880

7. Infant & Child Products (recurred after 18 days)

StockChangeCloseLeader
Neopharm 092730+7.2%19,050
Woongjin Thinkbig 095720+3.5%2,100
Episode Company 317530+2.7%4,885
Zero to Seven 159580+2.1%4,755
Aurora World 039830+1.7%17,550
New Kids On 462310+1.7%9,810
YeaRimDang Publishing 036000+1.6%3,790
Samsung Publishing 068290+1.6%17,940
Agabang&company 013990+1.3%5,340★
JLS 040420+0.6%6,320

8. Baby & Birth Rate (recurred after 18 days)

StockChangeCloseLeader
Neopharm 092730+7.2%19,050
Woongjin Thinkbig 095720+3.5%2,100
Episode Company 317530+2.7%4,885
Zero to Seven 159580+2.1%4,755
New Kids On 462310+1.7%9,810
YeaRimDang Publishing 036000+1.6%3,790
Samsung Publishing 068290+1.6%17,940
Agabang&company 013990+1.3%5,340★
Monalisa 012690+0.8%2,620
Samick Musical Instruments 002450+0.6%1,267

Closing Thoughts

Shipbuilding Equipment goes into the next session on a 2-day run, so the first question is whether that run continues. Defense & War also returned, averaging 4.89%.

Several names appeared in more than one theme, including T. K, Hy-lok and Neopharm. Nuclear Plant Decommissioning returned after a 32-day gap, averaging 4.07%.