Aug 4: 8 Strong Themes — Robotics (Industrial & Collaborative), NFTs
8 strong themes — 8 recurred. Top: Robotics (Industrial & Collaborative) +6.0%.
Strong themes8
Top change+6.0%
LeaderOneul E&m
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 |
|---|---|---|---|
| Robotics (Industrial & Collaborative) | Oneul E&m | +10.96% | |
| NFTs | Company K Partners | +4.37% | |
| Wind | SK oceanplant | +14.47% | |
| Nuclear | SNTEnergy | +7.95% | |
| STO (Security Token Offering) | K Auction | +8.44% | |
| AI & Robotics | ESTaid | +17.23% | |
| GLP-1 & Obesity Drugs | Inventage Lab | +6.42% | |
| Media & Content | Studio Mir | +14.43% |
All tracked themes closed with every member stock higher on Aug 4. Robotics (Industrial & Collaborative) led with an average change of 6.01%, returning after a 38-day gap.
NFTs followed at 5.95%, helped by FSN rising 16.32%. Wind averaged 5.83% as SK oceanplant gained 14.47%, and Nuclear returned after just 6 days.
The day’s largest single gain came from ESTaid, up 17.23% in AI & Robotics. In Media & Content, Studio Mir rose 14.43% as headlines linked it to the popularity of ‘KPop Demon Hunters’.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | recurred after 38 days | +6.0% | 10/10 | Oneul E&m |
| 2 | NFTs | recurred after 25 days | +6.0% | 10/10 | Company K Partners |
| 3 | Wind | recurred after 24 days | +5.8% | 10/10 | SK oceanplant |
| 4 | Nuclear | recurred after 6 days | +5.8% | 10/10 | SNTEnergy |
| 5 | STO (Security Token Offering) | recurred after 10 days | +5.3% | 10/10 | K Auction |
| 6 | AI & Robotics | recurred after 5 days | +5.0% | 9/9 | ESTaid |
| 7 | GLP-1 & Obesity Drugs | recurred after 11 days | +4.9% | 9/9 | Inventage Lab |
| 8 | Media & Content | recurred after 14 days | +4.7% | 10/10 | Studio Mir |
Theme by Theme
1. Robotics (Industrial & Collaborative) (recurred after 38 days)
- Episode: started 2025-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +11.6% | 6,350 | |
Oneul E&m 192410 | +11.0% | 1,782 | ★ |
KNR Systems 199430 | +10.7% | 11,210 | |
Daedong 000490 | +6.0% | 10,220 | |
RS Automation 140670 | +4.0% | 14,650 | |
Haisung Aero-Robotics 059270 | +3.7% | 5,280 | |
Samhyun 437730 | +3.7% | 11,890 | |
PJ Electronics 006140 | +3.4% | 6,080 | |
Ajinextek 059120 | +3.2% | 6,350 | |
Korea Robot Manufacturing 093640 | +2.8% | 4,545 |
2. NFTs (recurred after 25 days)
- Episode: started 2025-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
FSN 214270 | +16.3% | 3,100 | |
Finger 163730 | +7.2% | 12,860 | |
GalaxiaMoneytree 094480 | +6.9% | 10,280 | |
Galaxia SM 011420 | +6.2% | 2,400 | |
SeoulAuction 063170 | +4.8% | 8,800 | |
Polaris Office 041020 | +4.4% | 5,970 | |
Company K Partners 307930 | +4.4% | 7,400 | ★ |
NAVER 035420 | +3.3% | 232,500 | |
Mgame 058630 | +3.3% | 6,610 | |
Danal 064260 | +2.9% | 7,900 |
3. Wind (recurred after 24 days)
- Episode: started 2025-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK oceanplant 100090 | +14.5% | 22,150 | ★ |
CS Bearing 297090 | +6.7% | 7,010 | |
KEPCO Engineering & Construction Company 052690 | +6.4% | 90,000 | |
Taewoong 044490 | +6.2% | 39,400 | |
Sejin Heavy Industries 075580 | +5.8% | 14,030 | |
Doosan Enerbility 034020 | +4.7% | 64,300 | |
Woori Technology, Incorporation 032820 | +4.3% | 3,640 | |
SK eternix 475150 | +3.6% | 24,250 | |
LS Marine Solution 060370 | +3.2% | 25,850 | |
Speco 013810 | +2.9% | 2,975 |
4. Nuclear (recurred after 6 days)
- Episode: started 2025-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SNTEnergy 100840 | +8.0% | 49,550 | ★ |
Bhi 083650 | +7.4% | 39,850 | |
KEPCO Engineering & Construction Company 052690 | +6.4% | 90,000 | |
Taewoong 044490 | +6.2% | 39,400 | |
T. K 023160 | +5.9% | 23,450 | |
Orbitech 046120 | +5.5% | 3,900 | |
Taihan Cable & Solution 001440 | +5.1% | 15,880 | |
Doosan Enerbility 034020 | +4.7% | 64,300 | |
Woori Technology, Incorporation 032820 | +4.3% | 3,640 | |
Korea Electronic Power Industrial Development 130660 | +4.2% | 12,440 |
5. STO (Security Token Offering) (recurred after 10 days)
- Episode: started 2025-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
K Auction 102370 | +8.4% | 5,010 | ★ |
Woori Technology Investment 041190 | +7.4% | 9,590 | |
Finger 163730 | +7.2% | 12,860 | |
GalaxiaMoneytree 094480 | +6.9% | 10,280 | |
Galaxia SM 011420 | +6.2% | 2,400 | |
SeoulAuction 063170 | +4.8% | 8,800 | |
Hanwha Investment&securities 003530 | +3.1% | 5,600 | |
Iteyes 372800 | +3.0% | 6,590 | |
Uracle 088340 | +2.9% | 18,580 | |
Danal 064260 | +2.9% | 7,900 |
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6. AI & Robotics (recurred after 5 days)
- Episode: started 2025-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ESTaid 239340 | +17.2% | 2,415 | ★ |
Lotte Innovate 286940 | +5.3% | 21,750 | |
Maum.ai 377480 | +3.6% | 21,350 | |
Simplatform 444530 | +3.4% | 11,170 | |
VAIV company 301300 | +3.3% | 5,010 | |
Yujin Robot 056080 | +3.3% | 10,080 | |
Bi Matrix 413640 | +3.2% | 14,990 | |
Korea Electronic Certification Authority 041460 | +3.1% | 4,125 | |
Obzen 417860 | +2.9% | 17,160 |
7. GLP-1 & Obesity Drugs (recurred after 11 days)
- Episode: started 2025-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB Pep 196300 | +7.0% | 7,760 | |
D&D Pharmatech 347850 | +6.8% | 128,100 | |
Inventage Lab 389470 | +6.4% | 30,650 | ★ |
Nibec 138610 | +6.3% | 22,750 | |
Peptron 087010 | +5.0% | 294,000 | |
Il Dong Pharmaceutical 249420 | +4.9% | 19,560 | |
Quratis 348080 | +2.5% | 943 | |
HLB Pharmaceutical 047920 | +2.5% | 16,190 | |
Hanmi Pharm 128940 | +2.4% | 276,500 |
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8. Media & Content (recurred after 14 days)
- Episode: started 2025-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Studio Mir 408900 | +14.4% | 4,520 | ★ |
Copus Korea 322780 | +8.5% | 1,393 | |
Ylab 432430 | +4.4% | 5,260 | |
Daewon Media 048910 | +3.4% | 10,160 | |
Ghost Studio 950190 | +3.2% | 10,050 | |
Giantstep 289220 | +3.2% | 6,500 | |
FNC Entertainment 173940 | +3.1% | 3,690 | |
M eighty-three 476080 | +2.5% | 12,260 | |
SAMG Entertainment 419530 | +2.3% | 75,300 | |
Chorokbaem Media 047820 | +2.2% | 5,010 |
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Closing Thoughts
Every theme has a streak of 1, so the open question is whether any of these runs lasts beyond one session. Wind and Nuclear also share names such as Doosan Enerbility.
For STO (Security Token Offering), a 2025-08-03 headline said legislation is on the agenda for the August extra session. On Aug 4, GLP-1 & Obesity Drugs news focused on Il Dong Pharmaceutical’s push into obesity treatments.