Aug 12: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment

August 12, 2025 · #COVID (Diagnostics, Treatments, Vaccines) #Semiconductor Equipment #Inter-Korean Economic Cooperation #AI & Robotics #Securities Brokers #ChatGPT & AI Chatbots #Banks #Semiconductor Majors (Fabrication)

8 strong themes — 8 recurred. Top: COVID (Diagnostics, Treatments, Vaccines) +9.7%.

Strong themes8 Top change+9.7% LeaderKainos Medicine

Average change by strong theme

Average change of member stocks, by theme · descending
COVID (Diagnostics, Treatments, Vaccines)
+9.7%
Semiconductor Equipment
+7.3%
Inter-Korean Economic Cooperation
+6.4%
AI & Robotics
+3.9%
Securities Brokers
+3.0%
ChatGPT & AI Chatbots
+2.8%
Banks
+1.0%
Semiconductor Majors (Fabrication)
+0.8%

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
COVID (Diagnostics, Treatments, Vaccines)Kainos Medicine+29.99%
Semiconductor EquipmentJNB+24.32%
Inter-Korean Economic CooperationCodes Combine+23.23%
AI & RoboticsSandoll+12.06%
Securities BrokersBookook Securities+7.41%
ChatGPT & AI ChatbotsFlitto+11.54%
BanksKB Financial Group+1.24%
Semiconductor Majors (Fabrication)SK hynix+0.75%

On Aug 12, all eight strong themes rose, and every stock listed in them closed higher. COVID (Diagnostics, Treatments, Vaccines) led with an average change of 9.67%.

Kainos Medicine gained 29.99% to lead that group. Semiconductor Equipment came next at 7.33%, with JNB up 24.32%.

Inter-Korean Economic Cooperation averaged 6.44%, led by Codes Combine at 23.23%. Good People added 15.0% on volume of 108364957 shares.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1COVID (Diagnostics, Treatments, Vaccines)recurred after 11 days+9.7%9/9Kainos Medicine
2Semiconductor Equipmentrecurred after 4 days+7.3%10/10JNB
3Inter-Korean Economic Cooperationrecurred after 4 days+6.4%10/10Codes Combine
4AI & Roboticsrecurred after 8 days+3.9%10/10Sandoll
5Securities Brokersrecurred after 7 days+3.0%10/10Bookook Securities
6ChatGPT & AI Chatbotsrecurred after 8 days+2.8%10/10Flitto
7Banksrecurred after 7 days+1.0%7/7KB Financial Group
8Semiconductor Majors (Fabrication)recurred after 4 days+0.8%3/3SK hynix

Theme by Theme

1. COVID (Diagnostics, Treatments, Vaccines) (recurred after 11 days)

StockChangeCloseLeader
Kainos Medicine 284620+30.0%1,270★
Genomictree 228760+13.2%17,950
Genolution 225220+11.1%2,405
Shaperon 378800+11.0%2,870
Ndfos 238090+7.0%2,095
Quratis 348080+5.2%957
Caregen 214370+4.1%47,850
Shinpoong Pharmaceutical 019170+3.0%13,180
CTC Bio 060590+2.4%6,350

2. Semiconductor Equipment (recurred after 4 days)

StockChangeCloseLeader
JNB 452160+24.3%9,200★
Russell 217500+9.4%1,830
Auros Technology 322310+7.9%20,550
Shinsung E&g 011930+7.7%1,661
Rorze Systems 071280+5.6%12,630
Koses 089890+4.3%13,040
EugeneTechnology 084370+3.8%48,000
Tes 095610+3.5%26,500
Pemtron 168360+3.5%11,180
Neosem 253590+3.3%8,790

3. Inter-Korean Economic Cooperation (recurred after 4 days)

StockChangeCloseLeader
Codes Combine 047770+23.2%2,440★
Good People 033340+15.0%2,645
J.estina 026040+8.5%4,795
Ananti 025980+5.1%10,730
Ilshin Stone 007110+3.3%2,490
Hyundai Elevator 017800+2.7%86,700
Jaeyoung Solutec 049630+1.8%892
Yangjisa 030960+1.7%8,340
Namkwang Engineering & Construction 001260+1.6%9,960
Chobi 001550+1.4%14,370

4. AI & Robotics (recurred after 8 days)

StockChangeCloseLeader
Sandoll 419120+12.1%7,340★
Russell 217500+9.4%1,830
Bi Matrix 413640+3.9%14,580
Innodep 303530+3.6%6,580
Robotis 108490+2.7%91,000
Pintel 291810+2.3%2,425
Alchera 347860+1.4%2,865
P&S Robotics 460940+1.2%13,000
Konan Technology Incorporation 402030+1.1%26,500
WISEnut 096250+1.1%13,440

5. Securities Brokers (recurred after 7 days)

StockChangeCloseLeader
Bookook Securities 001270+7.4%55,100★
Shinyoung Securities 001720+4.2%130,500
KIWOOM Securities 039490+3.4%210,500
Eugene Investment & Securities 001200+2.4%3,385
Daishin Securities 003540+2.4%25,500
Sangsangininvestment&securities 001290+2.4%682
Korea Investment Holdings 071050+2.3%139,000
Yuhwa Securities 003460+2.2%2,830
Mirae Asset Securities 006800+2.0%18,720
NH Investment & Securities 005940+1.9%19,470

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6. ChatGPT & AI Chatbots (recurred after 8 days)

StockChangeCloseLeader
Flitto 300080+11.5%12,570★
Uangel 072130+3.8%5,690
YoungLimWon SoftLab 060850+3.5%6,250
Inswave 450520+2.8%3,985
ESTsoft 047560+2.7%20,700
Konan Technology Incorporation 402030+1.1%26,500
WISEnut 096250+1.1%13,440
Hancom 030520+1.0%25,350
Datasolution 263800+0.4%5,110
Saltlux 304100+0.3%32,100

7. Banks (recurred after 7 days)

StockChangeCloseLeader
iM Financial Group 139130+1.4%14,160
KB Financial Group 105560+1.2%114,100★
Hana Financial Group 086790+1.2%85,400
Industrial Bank Of Korea 024110+1.1%19,490
Shinhan Financial Group 055550+0.9%70,000
Woori Financial Group 316140+0.6%25,100
BNK Financial Group 138930+0.3%14,550

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8. Semiconductor Majors (Fabrication) (recurred after 4 days)

StockChangeCloseLeader
DB HiTek 000990+1.5%46,900
SK hynix 000660+0.8%269,000★
Samsung Electronics 005930+0.1%71,100

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Closing Thoughts

Each theme came back with a streak of 1 after a gap of 4 to 11 days. Banks rose a modest 0.97% on average, while Semiconductor Majors (Fabrication) added 0.8%.

A headline on Aug 12 reported a surge in DDR4 prices for Samsung Electronics and SK hynix. That theme’s episode is listed through Aug 13.