Aug 12: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
8 strong themes — 5 running · 3 recurred. Top: Beauty & Cosmetics +16.3%.
Strong themes8
Top change+16.3%
LeaderBeautyskin
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 | Beautyskin | +14.11% | |
| Semiconductor Equipment | Innotech | +12.87% | |
| Semiconductor Materials & Components | Fine Semitech | +14.69% | |
| Power Equipment | Iljin Electric | +17.30% | |
| Semiconductor Substrates (FC-BGA, MLB) | Neotechnicalsystem | +16.27% | |
| Electric Cables | Iljin Electric | +17.30% | |
| HBM (High Bandwidth Memory) | Yest | +9.16% | |
| Semiconductor Majors (Fabrication) | Samsung Electronics | +6.68% |
Beauty & Cosmetics led the Aug 12 session with an average change of 16.33%, and all 10 of its stocks closed higher. Organic Tea Cosmetics Holdings jumped 29.8%.
Semiconductor Equipment stretched its streak to 3 days with an average change of 11.49%, led by Innotech. Semiconductor Materials & Components added 9.49% on average.
Power Equipment and Electric Cables returned after gaps of 12 and 7 days, both led by Iljin Electric at 17.3%. HBM (High Bandwidth Memory) averaged 5.97%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | 2 days running | +16.3% | 10/10 | Beautyskin |
| 2 | Semiconductor Equipment | 3 days running | +11.5% | 10/10 | Innotech |
| 3 | Semiconductor Materials & Components | 3 days running | +9.5% | 10/10 | Fine Semitech |
| 4 | Power Equipment | recurred after 12 days | +6.7% | 10/10 | Iljin Electric |
| 5 | Semiconductor Substrates (FC-BGA, MLB) | recurred after 2 days | +6.7% | 10/10 | Neotechnicalsystem |
| 6 | Electric Cables | recurred after 7 days | +6.3% | 8/8 | Iljin Electric |
| 7 | HBM (High Bandwidth Memory) | 3 days running | +6.0% | 10/10 | Yest |
| 8 | Semiconductor Majors (Fabrication) | 2 days running | +4.8% | 3/3 | Samsung Electronics |
Theme by Theme
1. Beauty & Cosmetics (2 days running)
- Episode: started 2026-08-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Organic Tea Cosmetics Holdings 900300 | +29.8% | 2,940 | |
Kolmar Korea 161890 | +22.8% | 132,500 | |
Cosmax 192820 | +18.8% | 249,500 | |
Pum-tech Korea 251970 | +15.0% | 58,900 | |
Hankook Cosmetics Manufacturing 003350 | +14.6% | 11,850 | |
Beautyskin 406820 | +14.1% | 2,305 | ★ |
Nexa Dynamics 351320 | +13.3% | 1,080 | |
Silicon 2 257720 | +13.0% | 45,250 | |
Cosmecca Korea 241710 | +12.8% | 123,400 | |
C&C International 352480 | +9.1% | 22,850 |
2. Semiconductor Equipment (3 days running)
- Episode: started 2026-08-10, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +14.7% | 26,150 | |
Mirae 025560 | +14.6% | 8,570 | |
Tokai Carbon Korea 064760 | +14.2% | 229,000 | |
Innotech 469610 | +12.9% | 15,440 | ★ |
Dawon Nexview 323350 | +12.5% | 9,000 | |
Justem 417840 | +11.8% | 13,850 | |
Yest 122640 | +9.2% | 27,400 | |
Nepes Ark 330860 | +9.0% | 31,000 | |
Neosem 253590 | +8.2% | 11,100 | |
Gis 306620 | +8.0% | 1,884 |
3. Semiconductor Materials & Components (3 days running)
- Episode: started 2026-08-10, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +14.7% | 26,150 | ★ |
Tokai Carbon Korea 064760 | +14.2% | 229,000 | |
LK Chem 489500 | +12.6% | 23,300 | |
Mi 059090 | +11.7% | 19,330 | |
GO Element 311320 | +9.0% | 8,700 | |
Samt 031330 | +7.1% | 11,740 | |
SAMYANG NC Chem 482630 | +6.8% | 15,700 | |
Doosan 000150 | +6.5% | 1,254,000 | |
Ycchem 112290 | +6.1% | 11,580 | |
Chemtros 220260 | +6.1% | 4,200 |
4. Power Equipment (recurred after 12 days)
- Episode: started 2026-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Iljin Electric 103590 | +17.3% | 72,500 | ★ |
Dawon Cable 006340 | +10.4% | 16,030 | |
KBI Metal 024840 | +6.1% | 5,590 | |
HD Hyundai Electric 267260 | +5.8% | 782,000 | |
TC Materials 125020 | +5.1% | 6,000 | |
Cheryong Electric 033100 | +5.0% | 50,900 | |
Seondo Electric 007610 | +4.9% | 4,720 | |
LS 006260 | +4.5% | 337,000 | |
SemyungElectricMachinery 017510 | +4.2% | 7,940 | |
Taihan Cable & Solution 001440 | +4.0% | 29,450 |
5. Semiconductor Substrates (FC-BGA, MLB) (recurred after 2 days)
- Episode: started 2026-08-12, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Neotechnicalsystem 085910 | +16.3% | 22,150 | ★ |
Dawon Nexview 323350 | +12.5% | 9,000 | |
LG Innotek 011070 | +10.0% | 604,000 | |
Korea Circuit 007810 | +7.6% | 63,400 | |
Samsung Electro-mechanics 009150 | +5.8% | 1,335,000 | |
TLB 356860 | +5.5% | 29,850 | |
Duksanhimetal 077360 | +3.9% | 9,990 | |
Isupetasys 007660 | +2.6% | 90,100 | |
Daeduck Electronics 353200 | +2.4% | 107,200 | |
Taesung 323280 | +0.7% | 49,700 |
6. Electric Cables (recurred after 7 days)
- Episode: started 2026-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Iljin Electric 103590 | +17.3% | 72,500 | ★ |
Dawon Cable 006340 | +10.4% | 16,030 | |
KBI Metal 024840 | +6.1% | 5,590 | |
LS 006260 | +4.5% | 337,000 | |
Taihan Cable & Solution 001440 | +4.0% | 29,450 | |
LS Eco Energy 229640 | +3.3% | 48,350 | |
Gaon Cable 000500 | +3.0% | 162,000 | |
LS Marine Solution 060370 | +1.4% | 32,300 |
7. HBM (High Bandwidth Memory) (3 days running)
- Episode: started 2026-08-10, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Yest 122640 | +9.2% | 27,400 | ★ |
Samsung Electronics 005930 | +6.7% | 255,500 | |
Auros Technology 322310 | +6.6% | 15,700 | |
Ycchem 112290 | +6.1% | 11,580 | |
Chemtros 220260 | +6.1% | 4,200 | |
SK hynix 000660 | +5.5% | 1,504,000 | |
Micro2nano 424980 | +5.3% | 7,590 | |
Pemtron 168360 | +5.0% | 13,000 | |
Kctech 281820 | +4.6% | 72,500 | |
EO Technics 039030 | +4.6% | 385,500 |
8. Semiconductor Majors (Fabrication) (2 days running)
- Episode: started 2026-08-11, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Electronics 005930 | +6.7% | 255,500 | ★ |
SK hynix 000660 | +5.5% | 1,504,000 | |
DB HiTek 000990 | +2.0% | 95,100 |
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Closing Thoughts
Semiconductor Equipment and HBM (High Bandwidth Memory) have now risen 3 sessions in a row. The next data point is whether the chip-related themes extend that run.
Beauty & Cosmetics is on day 2 of its run, while Power Equipment and Semiconductor Substrates (FC-BGA, MLB) came back after gaps. Upcoming sessions will show whether these returns hold.