Jan 20: 8 Strong Themes — System Semiconductors, Battery
8 strong themes — 1 running · 7 recurred. Top: System Semiconductors +11.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| System Semiconductors | KohYoungTechnology | +30.00% | |
| Battery | A.f.w | +9.15% | |
| EV | Solus Advanced Materials | +20.50% | |
| Pipe Fittings & Valves | Hansun Engineering | +23.11% | |
| Semiconductor Equipment | KohYoungTechnology | +30.00% | |
| Lithium | Kumyang | +4.98% | |
| Shipbuilding Equipment | Finebesteel | +5.51% | |
| Steel Pipe | Nexteel | +9.06% |
On Jan 20, every stock in each of the strong themes closed higher. System Semiconductors led with an average change of 11.73%, returning after a 24-day gap.
KohYoungTechnology rose 30.0% and led both System Semiconductors and Semiconductor Equipment. Same-day news cited a US FDA approval for its brain-surgery medical robot.
Battery followed with an average change of 10.89%, helped by Solus Advanced Materials at 20.5%. EV averaged 9.57%, and Pipe Fittings & Valves averaged 9.04%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | System Semiconductors | recurred after 24 days | +11.7% | 10/10 | KohYoungTechnology |
| 2 | Battery | recurred after 4 days | +10.9% | 9/9 | A.f.w |
| 3 | EV | recurred after 4 days | +9.6% | 10/10 | Solus Advanced Materials |
| 4 | Pipe Fittings & Valves | recurred after 35 days | +9.0% | 5/5 | Hansun Engineering |
| 5 | Semiconductor Equipment | 3 days running | +9.0% | 10/10 | KohYoungTechnology |
| 6 | Lithium | recurred after 4 days | +4.3% | 10/10 | Kumyang |
| 7 | Shipbuilding Equipment | recurred after 5 days | +3.9% | 10/10 | Finebesteel |
| 8 | Steel Pipe | recurred after 35 days | +3.8% | 9/9 | Nexteel |
Theme by Theme
1. System Semiconductors (recurred after 24 days)
- Episode: started 2025-01-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KohYoungTechnology 098460 | +30.0% | 12,220 | ★ |
Qualitas Semiconductor 432720 | +19.5% | 11,890 | |
Mirai Semiconductors 254490 | +17.9% | 13,930 | |
ABOV Semiconductor 102120 | +9.8% | 9,370 | |
iA 038880 | +9.8% | 280 | |
Quality Reliability Technology 405100 | +7.6% | 14,520 | |
Sapien Semiconductors 452430 | +7.4% | 14,880 | |
Openedges Technology 394280 | +6.3% | 14,940 | |
Nepes Ark 330860 | +4.5% | 12,850 | |
Chips&Media 094360 | +4.3% | 19,420 |
Related news
- 고영, 뇌수술용 의료로봇 미국 FDA 인허가 획득…주가 상한가 — 머니투데이 (Korean)
- [특징주] 고영, 뇌수술용 의료로봇 美 FDA 허가에 ‘상한가’ — EBN (Korean)
- [리포트 브리핑]고영, ‘트럼프 시대 뇌수술 로봇 및 AI 솔루션 수혜 가속화’ 목표가 12,000원 - iM증권 — 뉴스핌 (Korean)
2. Battery (recurred after 4 days)
- Episode: started 2025-01-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Solus Advanced Materials 336370 | +20.5% | 11,050 | |
Fino 033790 | +15.7% | 6,200 | |
NanoTIM 417010 | +12.1% | 7,880 | |
Cosmo Advanced Materials & Technology 005070 | +10.5% | 61,100 | |
A.f.w 312610 | +9.2% | 2,160 | ★ |
L&F 066970 | +8.7% | 93,300 | |
Korea Petro Chemical Ind 006650 | +8.1% | 90,300 | |
Advanced Nano Products 121600 | +6.6% | 72,300 | |
Sungwoo 458650 | +6.6% | 19,030 |
Related news
- 피엔티, 1400억원 규모 2차전지 장비 공급…주가 5%대 강세 — 머니투데이 (Korean)
- “매도→중립→매수” 2차전지 찐바닥 왔나…반등 기대감↑ — 머니투데이 (Korean)
3. EV (recurred after 4 days)
- Episode: started 2025-01-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Solus Advanced Materials 336370 | +20.5% | 11,050 | ★ |
Samwha Electric 009470 | +13.1% | 40,100 | |
NanoTIM 417010 | +12.1% | 7,880 | |
Cosmo Advanced Materials & Technology 005070 | +10.5% | 61,100 | |
iA 038880 | +9.8% | 280 | |
L&F 066970 | +8.7% | 93,300 | |
LG Energy Solution 373220 | +5.7% | 370,500 | |
Samyoung 003720 | +5.5% | 4,340 | |
Wonik Pne 217820 | +4.9% | 2,560 | |
Sangsinenergydisplayprecision 091580 | +4.9% | 7,980 |
4. Pipe Fittings & Valves (recurred after 35 days)
- Episode: started 2025-01-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hansun Engineering 452280 | +23.1% | 8,470 | ★ |
BMTCo 086670 | +9.4% | 8,000 | |
HS Valve 039610 | +8.1% | 9,460 | |
Hy-lok 013030 | +3.7% | 28,350 | |
DK-Lok 105740 | +0.9% | 8,030 |
Related news
5. Semiconductor Equipment (3 days running)
- Episode: started 2025-01-16, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
KohYoungTechnology 098460 | +30.0% | 12,220 | ★ |
Intekplus 064290 | +16.7% | 14,650 | |
Laserssel 412350 | +8.5% | 4,600 | |
VM 089970 | +6.3% | 7,600 | |
Koses 089890 | +5.8% | 7,710 | |
Pemtron 168360 | +5.5% | 8,120 | |
Nepes Ark 330860 | +4.5% | 12,850 | |
Neosem 253590 | +4.4% | 10,540 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +4.3% | 6,770 | |
Exicon 092870 | +4.1% | 13,870 |
Related news
- 고영, 뇌수술용 의료로봇 미국 FDA 인허가 획득…주가 상한가 — 머니투데이 (Korean)
- [특징주] 고영, 뇌수술용 의료로봇 美 FDA 허가에 ‘상한가’ — EBN (Korean)
- [리포트 브리핑]고영, ‘트럼프 시대 뇌수술 로봇 및 AI 솔루션 수혜 가속화’ 목표가 12,000원 - iM증권 — 뉴스핌 (Korean)
6. Lithium (recurred after 4 days)
- Episode: started 2025-01-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Joongang Advanced Materials 051980 | +5.7% | 9,260 | |
LG Energy Solution 373220 | +5.7% | 370,500 | |
Kumyang 001570 | +5.0% | 21,100 | ★ |
Chunbo 278280 | +4.2% | 40,550 | |
POSCO Holdings 005490 | +4.2% | 271,000 | |
Cosmochemical 005420 | +4.1% | 19,410 | |
Posco Future M 003670 | +3.9% | 155,800 | |
Ecopro 086520 | +3.9% | 64,700 | |
LG Chem 051910 | +3.7% | 252,500 | |
Enplus 074610 | +2.6% | 1,134 |
Related news
- [특징주] 금양, 4500억 주주배정 유증 철회 소식에 6%대↑ — 아주경제 (Korean)
- [특징주] 금양, 4500억원 규모 유증 철회에 6%대 강세 — 남도일보 (Korean)
7. Shipbuilding Equipment (recurred after 5 days)
- Episode: started 2025-01-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
BMTCo 086670 | +9.4% | 8,000 | |
Hyundai HYMS 460930 | +6.9% | 20,100 | |
Finebesteel 133820 | +5.5% | 1,054 | ★ |
HD Hyundai Marine Solution 443060 | +4.9% | 189,000 | |
Hy-lok 013030 | +3.7% | 28,350 | |
STX Engine 077970 | +2.8% | 24,200 | |
Oriental Precision & Engineering 014940 | +2.2% | 5,950 | |
Medicox 054180 | +1.6% | 319 | |
Il Seung 333430 | +1.2% | 5,040 | |
SK oceanplant 100090 | +1.1% | 14,010 |
Related news
- [특징주] 미국 대중국 조치 반사 수혜 기대감…‘화인베스틸’ 주가 23% 급등 — 뉴스핌 (Korean)
8. Steel Pipe (recurred after 35 days)
- Episode: started 2025-01-20, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nexteel 092790 | +9.1% | 9,630 | ★ |
Husteel 005010 | +6.0% | 4,650 | |
SeAH Steel 306200 | +5.9% | 141,000 | |
Histeel 071090 | +5.8% | 3,075 | |
Korea Castiron Pipe Ind 000970 | +4.1% | 6,350 | |
KBI Dong Yang Steel Pipe 008970 | +1.2% | 1,274 | |
SK oceanplant 100090 | +1.1% | 14,010 | |
Ust 263770 | +1.0% | 2,005 | |
YulChon 146060 | +0.2% | 1,223 |
Closing Thoughts
Semiconductor Equipment is the only theme on a continuing streak, now at 3, with an average change of 9.0%. Its current episode runs from Jan 16 to Jan 20.
The other themes returned after gaps of 4 to 35 days, and it remains open whether they last beyond one session. Lithium news tied leader Kumyang’s 4.98% gain to a withdrawn rights offering.