Aug 11: 8 Strong Themes — Beauty & Cosmetics, Solar
8 strong themes — 3 running · 5 recurred. Top: Beauty & Cosmetics +13.4%.
Strong themes8
Top change+13.4%
LeaderBonne
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 |
|---|---|---|---|
| Beauty & Cosmetics | Bonne | +30.00% | |
| Solar | Haein | +19.39% | |
| Semiconductor Equipment | GnBS eco | +16.56% | |
| Construction (Small & Mid Cap) | KUMHO Engineering & Construction | +29.98% | |
| MLCC (Multilayer Ceramic Capacitors) | Korchip | +29.70% | |
| Semiconductor Materials & Components | Synopex | +12.67% | |
| Cement & Ready-Mix Concrete | SeoSan | +29.86% | |
| CXL (Compute Express Link) | OKins Electronics | +13.48% |
On Aug 11, all eight strong themes closed with every listed stock higher. Beauty & Cosmetics led with an average change of 13.39%, and all 10 of its stocks rose.
Solar followed with an average change of 11.95%, led by Haein. S-Energy posted that theme’s top gain of 20.32%.
Semiconductor Equipment, on a streak of 2, averaged 10.36%. Construction (Small & Mid Cap) came next at 10.15%, led by KUMHO Engineering & Construction.
Several leaders closed near the 30% mark. Bonne rose 30.0%, SeoSan gained 29.86% and Korchip added 29.7%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 8 days | +13.4% | 10/10 | Bonne |
| 2 | Solar | recurred after 4 days | +11.9% | 10/10 | Haein |
| 3 | Semiconductor Equipment | 2 days running | +10.4% | 10/10 | GnBS eco |
| 4 | Construction (Small & Mid Cap) | recurred after 5 days | +10.2% | 10/10 | KUMHO Engineering & Construction |
| 5 | MLCC (Multilayer Ceramic Capacitors) | recurred after 53 days | +8.7% | 6/6 | Korchip |
| 6 | Semiconductor Materials & Components | 2 days running | +8.0% | 10/10 | Synopex |
| 7 | Cement & Ready-Mix Concrete | recurred after 12 days | +6.9% | 10/10 | SeoSan |
| 8 | CXL (Compute Express Link) | 2 days running | +5.3% | 10/10 | OKins Electronics |
Theme by Theme
1. Beauty & Cosmetics (recurred after 8 days)
- Episode: started 2026-08-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Bonne 226340 | +30.0% | 8,060 | ★ |
Organic Tea Cosmetics Holdings 900300 | +15.9% | 2,265 | |
Cosmecca Korea 241710 | +15.2% | 109,400 | |
Hankook Cosmetics Manufacturing 003350 | +14.6% | 10,340 | |
Kodi 080530 | +12.3% | 2,640 | |
From Bio 377220 | +10.7% | 3,685 | |
Manyo Factory 439090 | +10.4% | 19,130 | |
Hyundai Bioscience 048410 | +9.4% | 8,250 | |
Poongjeon Pharmacy 298060 | +7.8% | 2,845 | |
Leaders Cosmetics 016100 | +7.7% | 1,179 |
2. Solar (recurred after 4 days)
- Episode: started 2026-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Energy 095910 | +20.3% | 829 | |
Haein 003010 | +19.4% | 7,080 | ★ |
GnBS eco 382800 | +16.6% | 5,560 | |
Jusung Engineering 036930 | +12.2% | 162,400 | |
Nuin Tek 012340 | +12.0% | 991 | |
Development Advance Solution 058730 | +10.3% | 3,650 | |
SDN Company 099220 | +8.4% | 733 | |
Makus 093520 | +7.4% | 26,900 | |
Hansol Technics 004710 | +6.7% | 7,860 | |
Wonik IPS 240810 | +6.4% | 104,700 |
Related news
- [장중수급포착] 혜인, 외국인/기관 동시 순매수… 주가 +29.51% — 뉴스핌 (Korean)
3. Semiconductor Equipment (2 days running)
- Episode: started 2026-08-10, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
GnBS eco 382800 | +16.6% | 5,560 | ★ |
Yest 122640 | +14.1% | 25,100 | |
Jusung Engineering 036930 | +12.2% | 162,400 | |
SFA Semicon 036540 | +11.6% | 6,180 | |
Intekplus 064290 | +10.2% | 33,500 | |
Exicon 092870 | +9.1% | 18,170 | |
Tse 131290 | +7.7% | 244,500 | |
SEMI Total Solution 0017J0 | +7.7% | 3,290 | |
Asflow 159010 | +7.4% | 21,700 | |
VM 089970 | +7.1% | 72,400 |
4. Construction (Small & Mid Cap) (recurred after 5 days)
- Episode: started 2026-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KUMHO Engineering & Construction 002990 | +30.0% | 11,490 | ★ |
Nam Hwa Construction Company 091590 | +30.0% | 5,680 | |
ShinwonConstruction 017000 | +7.6% | 2,620 | |
Ilsung Construction 013360 | +7.5% | 1,611 | |
Namkwang Engineering & Construction 001260 | +6.6% | 8,210 | |
Camus Engineering & Construction 013700 | +4.9% | 1,670 | |
DongshinEngineering&Construction 025950 | +4.4% | 11,380 | |
Seohan 011370 | +3.7% | 783 | |
Samho Development 010960 | +3.5% | 3,215 | |
Kye-ryong Construction Industrial 013580 | +3.2% | 20,950 |
Related news
- [특징주]금호건설, 나홀로 상한가…호남 반도체 클러스터 ‘속도전’ 수혜 기대 — 남도일보 (Korean)
- [특징주] 금호건설, 대통령 군 공항 조기 이전 발언에 장 초반 상한가 직행 — 이투데이 (Korean)
- [급등락주 짚어보기] 호남 반도체 클러스터 기대에 금호건설株 ‘上’…NHN은 실적 랠리 — 이투데이 (Korean)
5. MLCC (Multilayer Ceramic Capacitors) (recurred after 53 days)
- Episode: started 2026-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korchip 126730 | +29.7% | 20,000 | ★ |
Hanchem 457370 | +8.7% | 8,220 | |
Gis 306620 | +4.2% | 1,745 | |
Samwha Capacitor 001820 | +4.1% | 84,500 | |
Avatec 149950 | +3.0% | 8,840 | |
Onejoon 382840 | +2.4% | 5,150 |
Related news
- [중국증시 마감] 약세장 속 테마주 선방, 영화·MLCC株 강세 — 뉴스핌 (Korean)
6. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-08-10, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +13.5% | 15,830 | |
Synopex 025320 | +12.7% | 4,625 | ★ |
GO Element 311320 | +10.4% | 7,980 | |
Micro Contact Solution 098120 | +7.8% | 27,650 | |
Megatouch 446540 | +6.8% | 8,320 | |
Hansol Technics 004710 | +6.7% | 7,860 | |
Hansol IONES 114810 | +6.4% | 12,210 | |
Ji-tech 417500 | +6.2% | 4,250 | |
Hana Materials 166090 | +5.0% | 63,300 | |
Mecaro 241770 | +5.0% | 39,000 |
Related news
- [특징주] 시노펙스, 인공신장기 식약처 허가 소식에 13%대 강세 — 아주경제 (Korean)
7. Cement & Ready-Mix Concrete (recurred after 12 days)
- Episode: started 2026-08-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SeoSan 079650 | +29.9% | 5,240 | ★ |
Kangdong C&L 198440 | +16.5% | 1,354 | |
HC HomeCenter 060560 | +6.3% | 1,965 | |
Tongyang 001520 | +6.0% | 1,187 | |
HC BoKwang Industry 225530 | +4.9% | 2,070 | |
Mohenz 006920 | +1.6% | 3,380 | |
Eugene 023410 | +1.6% | 3,520 | |
Sungshin Cement 004980 | +1.4% | 8,160 | |
Asia Cement 183190 | +0.5% | 9,500 | |
Cenit 037760 | +0.4% | 2,420 |
Related news
- 성보건설산업, ‘10년 숙원’ 서산 잠홍동지역주택조합 공사도급계약 체결 — 매일경제 (Korean)
8. CXL (Compute Express Link) (2 days running)
- Episode: started 2026-08-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +13.5% | 15,830 | ★ |
Daekyo 019680 | +11.7% | 1,150 | |
Exicon 092870 | +9.1% | 18,170 | |
Neosem 253590 | +6.7% | 10,260 | |
Samsung Electronics 005930 | +4.1% | 239,500 | |
Kook Soon Dang 043650 | +3.2% | 3,735 | |
Qualitas Semiconductor 432720 | +1.8% | 9,040 | |
Quality Reliability Technology 405100 | +1.4% | 11,360 | |
Fadu 440110 | +1.0% | 62,000 | |
SK hynix 000660 | +0.3% | 1,425,000 |
Closing Thoughts
MLCC (Multilayer Ceramic Capacitors) came back after a 53-day gap, the longest among the day’s themes. Its average change was 8.68%.
Semiconductor Materials & Components and CXL (Compute Express Link) joined Semiconductor Equipment on a streak of 2. The next sessions will show whether these streaks continue.