Aug 6: 7 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
7 strong themes — 5 running · 2 recurred. Top: AI & Robotics +15.0%.
Strong themes7
Top change+15.0%
LeaderBecu AI
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 |
|---|---|---|---|
| AI & Robotics | Becu AI | +29.99% | |
| Robotics (Industrial & Collaborative) | Justek | +15.47% | |
| Convenience Stores | BGF retail | +9.16% | |
| Metals (Non-Ferrous) | Korea Zinc | +12.69% | |
| Construction Majors | GS Engineering & Construction | +4.65% | |
| Physical AI & Humanoid Robots | Clobot | +10.74% | |
| Construction (Small & Mid Cap) | Nam Hwa Construction Company | +1.56% |
Robotics and AI led the Aug 6 session. AI & Robotics posted an average change of 15.01%, with all 10 of its stocks higher on a 4-day streak.
Leader Becu AI rose 29.99%, with ESTaid at 29.97% and Madup at 29.93%. Robotics (Industrial & Collaborative) averaged 5.88%, led by Justek at 15.47%.
Outside robotics, Convenience Stores returned after 27 days with an average change of 5.14%. Korea Zinc rose 12.69% to lead Metals (Non-Ferrous).
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | AI & Robotics | 4 days running | +15.0% | 10/10 | Becu AI |
| 2 | Robotics (Industrial & Collaborative) | 2 days running | +5.9% | 10/10 | Justek |
| 3 | Convenience Stores | recurred after 27 days | +5.1% | 4/4 | BGF retail |
| 4 | Metals (Non-Ferrous) | recurred after 22 days | +3.9% | 10/10 | Korea Zinc |
| 5 | Construction Majors | 6 days running | +3.4% | 5/5 | GS Engineering & Construction |
| 6 | Physical AI & Humanoid Robots | 2 days running | +3.0% | 10/10 | Clobot |
| 7 | Construction (Small & Mid Cap) | 3 days running | +1.5% | 10/10 | Nam Hwa Construction Company |
Theme by Theme
1. AI & Robotics (4 days running)
- Episode: started 2026-08-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Becu AI 148780 | +30.0% | 5,050 | ★ |
ESTaid 239340 | +30.0% | 928 | |
Madup 0039P0 | +29.9% | 9,940 | |
P&S Robotics 460940 | +11.2% | 5,570 | |
Clobot 466100 | +10.7% | 31,450 | |
CrowdWorks 355390 | +9.5% | 2,170 | |
Newen AI 463020 | +9.5% | 11,310 | |
Pintel 291810 | +7.6% | 1,232 | |
MakinaRocks 477850 | +7.0% | 31,900 | |
Hanwha Aerospace 012450 | +4.7% | 1,054,000 |
2. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2026-08-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Justek 153890 | +15.5% | 9,780 | ★ |
Clobot 466100 | +10.7% | 31,450 | |
Kornic Automation 391710 | +10.2% | 1,400 | |
LS THiRA-UTECH 322180 | +4.8% | 4,465 | |
Robostar 090360 | +4.6% | 80,300 | |
TPC 130740 | +3.4% | 1,979 | |
Russell 217500 | +3.2% | 1,644 | |
Cymechs 160980 | +2.3% | 32,750 | |
Smec 099440 | +2.0% | 4,000 | |
Naurobotics 459510 | +2.0% | 17,730 |
3. Convenience Stores (recurred after 27 days)
- Episode: started 2026-08-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BGF retail 282330 | +9.2% | 133,500 | ★ |
GS Retail 007070 | +6.7% | 26,450 | |
Lotte 004990 | +2.6% | 23,450 | |
E-mart 139480 | +2.1% | 81,400 |
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- 고유가지원금에 외국인 효과…BGF리테일, 2분기 영업익 33.7%↑ — 아시아경제 (Korean)
- “물류 파업 흔들림 없었다”…BGF리테일, 2분기 영업익 849억 22%↑ — 매일경제 (Korean)
4. Metals (Non-Ferrous) (recurred after 22 days)
- Episode: started 2026-08-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Zinc 010130 | +12.7% | 1,234,000 | ★ |
Sama Aluminium 006110 | +8.5% | 42,800 | |
Seowon 021050 | +4.0% | 1,031 | |
Poongsan 103140 | +3.8% | 83,800 | |
Youngpoong 000670 | +2.4% | 38,150 | |
Daechang 012800 | +2.1% | 1,205 | |
Poongsan Holdings 005810 | +2.0% | 37,400 | |
Hyundai BNG Steel 004560 | +1.6% | 11,800 | |
Almac 354320 | +1.3% | 27,050 | |
Leeku Industrial 025820 | +0.8% | 4,460 |
Related news
- [특징주] 비철금속 업종 11% 급등…구리 가격 상승 전망 부각 — 뉴스핌 (Korean)
5. Construction Majors (6 days running)
- Episode: started 2026-07-30, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Engineering & Construction 006360 | +4.7% | 32,600 | ★ |
IPARK Hyundai Development Company 294870 | +4.6% | 22,700 | |
Daewoo Engineering & Construction 047040 | +3.9% | 16,870 | |
Hyundai Engineering & Construction 000720 | +2.3% | 112,600 | |
DL E&c 375500 | +1.7% | 72,100 |
Related news
- GS건설 18%·대우건설 14%↑…SMR 세제 지원·빌 게이츠 방한 ‘겹호재’[코주부] — 서울경제 (Korean)
- [특징주] GS건설, AI 데이터센터 수주 기대감에 9%대 강세 — 아주경제 (Korean)
- “10조원 시공물량 탄다” GS건설, 데이터센터·원전 겹모멘텀…카카오페이, 사상 최대 실적 [株토피아] — 파이낸셜뉴스 (Korean)
6. Physical AI & Humanoid Robots (2 days running)
- Episode: started 2026-08-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Clobot 466100 | +10.7% | 31,450 | ★ |
CrowdWorks 355390 | +9.5% | 2,170 | |
Naurobotics 459510 | +2.0% | 17,730 | |
Pim Korea 448900 | +1.7% | 66,300 | |
T-Robotics 117730 | +1.2% | 14,780 | |
Lotte Innovate 286940 | +1.2% | 18,500 | |
Rainbow Robotics 277810 | +1.1% | 489,500 | |
Hyundai Mobis 012330 | +1.0% | 508,000 | |
Hyundai Glovis 086280 | +1.0% | 207,500 | |
Hyundai Wia 011210 | +0.8% | 62,800 |
Related news
- 로봇 관련주, 정부 로봇산업 육성 계획 발표에 줄급등…클로봇 14%대↑ — 매일경제 (Korean)
7. Construction (Small & Mid Cap) (3 days running)
- Episode: started 2026-08-04, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongbu 005960 | +2.4% | 6,930 | |
Kye-ryong Construction Industrial 013580 | +2.1% | 20,150 | |
Hanshin Construction 004960 | +1.9% | 10,640 | |
Nam Hwa Construction Company 091590 | +1.6% | 4,570 | ★ |
ShinwonConstruction 017000 | +1.5% | 2,330 | |
KolonGlobal 003070 | +1.5% | 8,880 | |
DongwonDevelopment 013120 | +1.4% | 2,175 | |
Taeyoung Engineering & Construction 009410 | +1.2% | 1,647 | |
Camus Engineering & Construction 013700 | +1.0% | 1,509 | |
HS Hwasung 002460 | +0.4% | 11,600 |
Closing Thoughts
Construction Majors extended its streak to 6 sessions, with an average change of 3.43%. GS Engineering & Construction led at 4.65%. The next question is whether the streak continues.
Physical AI & Humanoid Robots averaged 3.03% in its second straight session. Clobot, up 10.74%, appeared in three robotics themes.