Aug 28: 5 Strong Themes — Holding Companies, Shipbuilding Equipment
5 strong themes — 2 running · 3 recurred. Top: Holding Companies +8.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Holding Companies | Kolmar Holdings | +11.58% | |
| Shipbuilding Equipment | Hyundai HYMS | +17.67% | |
| Securities Brokers | Sangsangininvestment&securities | +9.61% | |
| Semiconductor Equipment | Russell | +15.38% | |
| Robotics (Industrial & Collaborative) | Russell | +15.38% |
On Aug 28, Holding Companies led the session’s strong themes with an average change of 8.85%. All 10 of its stocks closed higher, with Wonik Holdings up 11.63%.
Shipbuilding Equipment posted an average change of 6.59% on a 2-day streak. Leader Hyundai HYMS jumped 17.67%, the biggest gain across the five themes.
Securities Brokers posted an average change of 6.17%, topped by Bookook Securities at 15.08%. Semiconductor Equipment ran to a 3-day streak, with Russell up 15.38%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Holding Companies | recurred after 3 days | +8.8% | 10/10 | Kolmar Holdings |
| 2 | Shipbuilding Equipment | 2 days running | +6.6% | 10/10 | Hyundai HYMS |
| 3 | Securities Brokers | recurred after 3 days | +6.2% | 10/10 | Sangsangininvestment&securities |
| 4 | Semiconductor Equipment | 3 days running | +5.7% | 10/10 | Russell |
| 5 | Robotics (Industrial & Collaborative) | recurred after 2 days | +5.1% | 10/10 | Russell |
Theme by Theme
1. Holding Companies (recurred after 3 days)
- Episode: started 2025-08-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +11.6% | 8,540 | |
Kolmar Holdings 024720 | +11.6% | 14,450 | ★ |
Kolon 002020 | +11.5% | 44,250 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +10.6% | 408,500 | |
SK 034730 | +9.4% | 207,500 | |
HS Hyosung 487570 | +7.7% | 60,000 | |
Daewoong 003090 | +7.4% | 24,000 | |
SK Square 402340 | +6.9% | 149,600 | |
F&F Holdings 007700 | +6.6% | 18,490 | |
Hankook & Company 000240 | +5.2% | 24,200 |
2. Shipbuilding Equipment (2 days running)
- Episode: started 2025-08-27, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai HYMS 460930 | +17.7% | 27,300 | ★ |
STX Engine 077970 | +13.0% | 40,400 | |
Cape Industries 064820 | +10.8% | 8,700 | |
Inhwa Precision 101930 | +4.7% | 49,500 | |
Finebesteel 133820 | +4.4% | 1,770 | |
Sejin Heavy Industries 075580 | +4.2% | 13,860 | |
Dongsung Finetec 033500 | +3.2% | 32,050 | |
Dongbang Ship Machinery 099410 | +2.9% | 3,760 | |
KSP 073010 | +2.7% | 4,930 | |
Hy-lok 013030 | +2.3% | 32,850 |
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3. Securities Brokers (recurred after 3 days)
- Episode: started 2025-08-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bookook Securities 001270 | +15.1% | 64,100 | |
Sangsangininvestment&securities 001290 | +9.6% | 696 | ★ |
Shinyoung Securities 001720 | +8.0% | 142,400 | |
Daishin Securities 003540 | +6.4% | 27,400 | |
Mirae Asset Securities 006800 | +5.8% | 19,090 | |
DB Securities 016610 | +4.0% | 8,740 | |
Eugene Investment & Securities 001200 | +3.7% | 3,475 | |
Hyundai Motor Securities 001500 | +3.1% | 7,880 | |
LS Securities 078020 | +3.1% | 5,030 | |
NH Investment & Securities 005940 | +2.8% | 19,710 |
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4. Semiconductor Equipment (3 days running)
- Episode: started 2025-08-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Russell 217500 | +15.4% | 2,055 | ★ |
Wonik Holdings 030530 | +11.6% | 8,540 | |
HanaMicron 067310 | +8.3% | 13,830 | |
Genesem 217190 | +4.2% | 7,430 | |
PSK 319660 | +3.2% | 22,250 | |
Jusung Engineering 036930 | +3.2% | 27,400 | |
SurplusGLOBAL 140070 | +2.9% | 2,475 | |
Fine Semitech 036810 | +2.9% | 21,650 | |
LOTVacuum 083310 | +2.8% | 11,840 | |
Rorze Systems 071280 | +2.8% | 12,720 |
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5. Robotics (Industrial & Collaborative) (recurred after 2 days)
- Episode: started 2025-08-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Russell 217500 | +15.4% | 2,055 | ★ |
Wonik Holdings 030530 | +11.6% | 8,540 | |
Naurobotics 459510 | +8.7% | 16,480 | |
Beno TNR 206400 | +5.4% | 2,425 | |
Samhyun 437730 | +2.2% | 13,830 | |
V-one Tech 251630 | +1.9% | 5,460 | |
Raon Robotics 232680 | +1.6% | 7,430 | |
TPC 130740 | +1.3% | 1,765 | |
Doosan 000150 | +1.3% | 564,000 | |
Neuromeka 348340 | +1.1% | 22,450 |
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- [서울데이터랩]러셀 23.25% 폭등…실시간 상승률 1위 — 서울신문 (Korean)
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Closing Thoughts
Russell also led Robotics (Industrial & Collaborative), which posted an average change of 5.06% after a 2-day gap. Whether that overlap holds is one point to track.
Shipbuilding Equipment’s episode runs through Sep 2, while Holding Companies and Securities Brokers recorded 1-day episodes. Wonik Holdings appeared in three of the five themes.