Feb 17: 8 Strong Themes — Semiconductor Equipment, PCB & Flexible PCB
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Equipment +9.7%.
Strong themes8
Top change+9.7%
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 |
|---|---|---|---|
| Semiconductor Equipment | Wonik Holdings | +21.01% | |
| PCB & Flexible PCB | Simmtech | +20.97% | |
| Semiconductor Materials & Components | Micro Contact Solution | +10.88% | |
| Glass Substrates | Pie | +20.21% | |
| Defense & War | Hanwha Aerospace | +8.26% | |
| Power Equipment | SemyungElectricMachinery | +7.13% | |
| Undersea Tunnels & Underground Roads | SemyungElectricMachinery | +7.13% | |
| Political Ties (Han Dong-hoon) | Dcksung | +8.68% |
On Feb 17, Semiconductor Equipment led the session with an average change of 9.65%, and all 10 of its stocks rose. It was the theme’s third straight day.
PCB & Flexible PCB came back after a 119-day gap, with an average change of 8.31%. Simmtech led with a 20.97% gain, and TLB added 18.27%.
Every stock rose in all eight themes. Pie lifted Glass Substrates with a 20.21% jump, and Hanwha Aerospace led the defense names with a gain of 8.26%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 3 days running | +9.7% | 10/10 | Wonik Holdings |
| 2 | PCB & Flexible PCB | recurred after 119 days | +8.3% | 10/10 | Simmtech |
| 3 | Semiconductor Materials & Components | 3 days running | +7.7% | 10/10 | Micro Contact Solution |
| 4 | Glass Substrates | recurred after 6 days | +5.1% | 10/10 | Pie |
| 5 | Defense & War | recurred after 5 days | +4.8% | 10/10 | Hanwha Aerospace |
| 6 | Power Equipment | recurred after 5 days | +4.7% | 10/10 | SemyungElectricMachinery |
| 7 | Undersea Tunnels & Underground Roads | recurred after 117 days | +4.1% | 6/6 | SemyungElectricMachinery |
| 8 | Political Ties (Han Dong-hoon) | recurred after 13 days | +3.2% | 9/9 | Dcksung |
Theme by Theme
1. Semiconductor Equipment (3 days running)
- Episode: started 2025-02-13, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +21.0% | 3,485 | ★ |
Justem 417840 | +17.4% | 9,790 | |
Apact 200470 | +11.2% | 3,030 | |
Iste 212710 | +8.6% | 18,380 | |
Hanwha Vision 489790 | +7.5% | 51,900 | |
Temc CNS 241790 | +7.4% | 6,090 | |
Dawon Nexview 323350 | +6.8% | 7,510 | |
Raon Robotics 232680 | +6.8% | 9,270 | |
Tse 131290 | +5.0% | 48,050 | |
GnBS eco 382800 | +4.9% | 4,095 |
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2. PCB & Flexible PCB (recurred after 119 days)
- Episode: started 2025-02-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Simmtech 222800 | +21.0% | 18,690 | ★ |
TLB 356860 | +18.3% | 21,950 | |
Lotte Energy Materials 020150 | +9.2% | 27,950 | |
Korea Circuit 007810 | +6.4% | 13,900 | |
Tiger Elec 219130 | +6.3% | 13,930 | |
Philoptics 161580 | +5.3% | 47,900 | |
Ev Advanced Material 131400 | +4.6% | 1,993 | |
Taesung 323280 | +4.5% | 30,300 | |
Daeduck Electronics 353200 | +4.0% | 20,850 | |
Yjlink 209640 | +3.5% | 11,760 |
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3. Semiconductor Materials & Components (3 days running)
- Episode: started 2025-02-13, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Lake Materials 281740 | +13.4% | 17,510 | |
Micro Contact Solution 098120 | +10.9% | 8,660 | ★ |
Haesung DS 195870 | +7.8% | 32,650 | |
Temc CNS 241790 | +7.4% | 6,090 | |
HLB innoVation 024850 | +7.3% | 2,875 | |
Tiger Elec 219130 | +6.3% | 13,930 | |
Protec Mems Technology 147760 | +6.1% | 3,405 | |
Hana Materials 166090 | +5.9% | 31,200 | |
KnJ 272110 | +5.8% | 17,110 | |
Hansol IONES 114810 | +5.7% | 7,860 |
4. Glass Substrates (recurred after 6 days)
- Episode: started 2025-02-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pie 452450 | +20.2% | 11,300 | ★ |
CHEMTRONICSCo 089010 | +5.5% | 27,000 | |
Philoptics 161580 | +5.3% | 47,900 | |
Taesung 323280 | +4.5% | 30,300 | |
FNS Tech 083500 | +4.2% | 11,490 | |
Naintech 267320 | +3.8% | 3,035 | |
C&G Hi Tech 264660 | +2.8% | 15,820 | |
Ycchem 112290 | +2.2% | 27,700 | |
HB Technology 078150 | +1.4% | 2,910 | |
JNTC 204270 | +1.1% | 27,850 |
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5. Defense & War (recurred after 5 days)
- Episode: started 2025-02-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Aerospace 012450 | +8.3% | 577,000 | ★ |
Wavice 289930 | +6.8% | 10,250 | |
Poongsan 103140 | +6.5% | 59,400 | |
RF Systems 474610 | +4.5% | 6,090 | |
Huneed Technologies 005870 | +4.2% | 8,590 | |
Samhyun 437730 | +3.9% | 13,500 | |
Vitzro Tech 042370 | +3.8% | 8,170 | |
Hanwha 000880 | +3.6% | 44,250 | |
Poongsan Holdings 005810 | +3.5% | 27,700 | |
STX 011810 | +3.0% | 4,225 |
6. Power Equipment (recurred after 5 days)
- Episode: started 2025-02-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Marine Solution 060370 | +13.3% | 18,230 | |
SemyungElectricMachinery 017510 | +7.1% | 6,010 | ★ |
Kwang Myung Electric 017040 | +5.3% | 1,568 | |
Cheryong Industrial 147830 | +4.8% | 6,580 | |
Vitzro Tech 042370 | +3.8% | 8,170 | |
Cheil Electric 199820 | +3.6% | 11,910 | |
Aroot 096690 | +2.3% | 1,396 | |
Dawon Cable 006340 | +2.2% | 3,415 | |
Seojeon Electric Machinery 189860 | +2.2% | 5,000 | |
Doosan Enerbility 034020 | +2.2% | 28,200 |
7. Undersea Tunnels & Underground Roads (recurred after 117 days)
- Episode: started 2025-02-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Marine Solution 060370 | +13.3% | 18,230 | |
SemyungElectricMachinery 017510 | +7.1% | 6,010 | ★ |
Dong-Ah Geological Engineering Company 028100 | +1.5% | 13,890 | |
LS 006260 | +1.3% | 121,100 | |
TuksuConstruction 026150 | +0.9% | 6,660 | |
Hankuk Steel Wire 025550 | +0.4% | 3,695 |
8. Political Ties (Han Dong-hoon) (recurred after 13 days)
- Episode: started 2025-02-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dcksung 004830 | +8.7% | 7,510 | ★ |
Xperix 317770 | +3.8% | 3,120 | |
Chasys 033250 | +3.5% | 1,289 | |
Noul 376930 | +3.4% | 3,220 | |
Dt&C 187220 | +2.4% | 3,265 | |
Artist Studio 200350 | +2.0% | 12,490 | |
Daesang Holdings 084690 | +2.0% | 11,130 | |
Wonik Cube 014190 | +1.9% | 1,598 | |
KleanNara 004540 | +1.4% | 2,255 |
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Closing Thoughts
Both chip themes are now on a 3-day streak, with Semiconductor Materials & Components at an average change of 7.65%. The next sessions will show whether the run continues.
Defense & War (4.81%) and Power Equipment (4.68%) both came back after 5-day gaps. Political Ties (Han Dong-hoon) had an average change of 3.23%, led by Dcksung.