Aug 3: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
8 strong themes — 2 running · 6 recurred. Top: Robotics (Industrial & Collaborative) +18.9%.
Strong themes8
Top change+18.9%
LeaderWonik Holdings
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) | Wonik Holdings | +29.97% | |
| AI & Robotics | VAIV company | +13.95% | |
| Physical AI & Humanoid Robots | Angel Robotics | +12.66% | |
| Auto Parts | Hyulim A-tech | +29.83% | |
| Beauty & Cosmetics | Bonne | +29.99% | |
| Dehumidifiers | Winix | +21.45% | |
| Semiconductor Equipment | Wonik Holdings | +29.97% | |
| Semiconductor Materials & Components | BCnC | +10.63% |
Robotics stocks led the session on Aug 3. Robotics (Industrial & Collaborative) topped all themes with an average change of 18.85%, and all 10 of its stocks closed higher.
Wonik Holdings rose 29.97%, leading both that theme and Semiconductor Equipment. AI & Robotics and Physical AI & Humanoid Robots averaged 12.64% and 12.38%.
Gains also spread outside robotics. Auto Parts averaged 10.91% and Beauty & Cosmetics 10.83%. Dehumidifiers averaged 10.22%, with Winix up 21.45%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | 2 days running | +18.9% | 10/10 | Wonik Holdings |
| 2 | AI & Robotics | recurred after 5 days | +12.6% | 10/10 | VAIV company |
| 3 | Physical AI & Humanoid Robots | 2 days running | +12.4% | 10/10 | Angel Robotics |
| 4 | Auto Parts | recurred after 12 days | +10.9% | 10/10 | Hyulim A-tech |
| 5 | Beauty & Cosmetics | recurred after 5 days | +10.8% | 10/10 | Bonne |
| 6 | Dehumidifiers | recurred after 7 days | +10.2% | 5/5 | Winix |
| 7 | Semiconductor Equipment | recurred after 7 days | +10.0% | 10/10 | Wonik Holdings |
| 8 | Semiconductor Materials & Components | recurred after 7 days | +6.9% | 10/10 | BCnC |
Theme by Theme
1. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2026-07-31, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +30.0% | 19,860 | ★ |
TXR Robotics 484810 | +29.9% | 17,450 | |
Cosmo Robotics 439960 | +21.3% | 17,880 | |
Naurobotics 459510 | +19.0% | 16,440 | |
Pim Korea 448900 | +17.4% | 60,200 | |
Robotis 108490 | +17.2% | 215,500 | |
SPG 058610 | +14.9% | 108,700 | |
KNR Systems 199430 | +13.1% | 14,810 | |
Justek 153890 | +13.0% | 6,690 | |
Angel Robotics 455900 | +12.7% | 22,700 |
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2. AI & Robotics (recurred after 5 days)
- Episode: started 2026-08-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Selvas AI 108860 | +20.1% | 9,700 | |
Robotis 108490 | +17.2% | 215,500 | |
Newen AI 463020 | +14.4% | 8,750 | |
VAIV company 301300 | +13.9% | 2,075 | ★ |
Madup 0039P0 | +13.1% | 7,350 | |
Angel Robotics 455900 | +12.7% | 22,700 | |
Clobot 466100 | +10.1% | 25,550 | |
Hallacast 125490 | +9.3% | 7,970 | |
Maum.ai 377480 | +8.0% | 10,820 | |
WISE iTech 065370 | +7.6% | 3,050 |
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3. Physical AI & Humanoid Robots (2 days running)
- Episode: started 2026-07-31, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Naurobotics 459510 | +19.0% | 16,440 | |
Pim Korea 448900 | +17.4% | 60,200 | |
Robotis 108490 | +17.2% | 215,500 | |
KNR Systems 199430 | +13.1% | 14,810 | |
Angel Robotics 455900 | +12.7% | 22,700 | ★ |
Clobot 466100 | +10.1% | 25,550 | |
Hallacast 125490 | +9.3% | 7,970 | |
Sena Technologies 061090 | +8.9% | 41,500 | |
SBB Tech 389500 | +8.1% | 32,800 | |
Maum.ai 377480 | +8.0% | 10,820 |
4. Auto Parts (recurred after 12 days)
- Episode: started 2026-08-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyulim A-tech 078590 | +29.8% | 3,025 | ★ |
Pim Korea 448900 | +17.4% | 60,200 | |
Ewon Comfortech 088290 | +10.9% | 2,550 | |
Hallacast 125490 | +9.3% | 7,970 | |
Samhyun 437730 | +7.7% | 40,550 | |
Dae-il 092200 | +7.5% | 4,580 | |
Sammi Metal Products 012210 | +7.3% | 5,900 | |
Chasys 033250 | +7.1% | 3,755 | |
Neooto 212560 | +6.2% | 10,210 | |
Orient Precision Industries 065500 | +5.9% | 1,138 |
5. Beauty & Cosmetics (recurred after 5 days)
- Episode: started 2026-08-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bonne 226340 | +30.0% | 2,180 | ★ |
MOA Life Plus 142760 | +19.4% | 462 | |
PharmaResearch 214450 | +9.9% | 372,000 | |
The Lamy 032860 | +8.9% | 648 | |
Hyundai Bioland 052260 | +8.4% | 3,500 | |
Nexa Dynamics 351320 | +6.8% | 910 | |
Raphas 214260 | +6.8% | 8,820 | |
CHA AI Healthkare 025620 | +6.6% | 4,575 | |
Caregen 214370 | +5.9% | 58,900 | |
Apr 278470 | +5.6% | 338,000 |
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6. Dehumidifiers (recurred after 7 days)
- Episode: started 2026-08-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Winix 044340 | +21.4% | 5,860 | ★ |
SPG 058610 | +14.9% | 108,700 | |
Paseco 037070 | +10.4% | 7,300 | |
Shinil Electronics 002700 | +3.6% | 1,104 | |
Coway 021240 | +0.8% | 92,200 |
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7. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2026-08-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +30.0% | 19,860 | ★ |
Xavis 254120 | +15.4% | 898 | |
GigaVis 420770 | +12.4% | 116,300 | |
Techwing 089030 | +11.7% | 46,300 | |
Robostar 090360 | +6.3% | 65,300 | |
CP System 413630 | +5.3% | 4,070 | |
Dawon Nexview 323350 | +4.9% | 7,080 | |
Fine Semitech 036810 | +4.7% | 19,280 | |
Di 003160 | +4.7% | 21,100 | |
RS Automation 140670 | +4.6% | 9,140 |
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8. Semiconductor Materials & Components (recurred after 7 days)
- Episode: started 2026-08-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HVM 295310 | +11.7% | 39,100 | |
BCnC 146320 | +10.6% | 9,470 | ★ |
HLB innoVation 024850 | +7.5% | 8,920 | |
Semcns 252990 | +7.0% | 11,750 | |
KnJ 272110 | +6.0% | 26,300 | |
Doosan 000150 | +5.8% | 1,238,000 | |
Foosung 093370 | +5.8% | 9,520 | |
FNS Tech 083500 | +5.2% | 11,780 | |
Fine Semitech 036810 | +4.7% | 19,280 | |
3S Korea 060310 | +4.4% | 1,030 |
Closing Thoughts
Robotics (Industrial & Collaborative) and Physical AI & Humanoid Robots both show a streak of 2, in episodes that began 2026-07-31. The next session will show whether the run extends.
The other six themes are recurrences, with Auto Parts returning after a gap of 12 days. Most of these had one-day episodes, so it is still unclear whether the moves will continue.