Sep 4: 8 Strong Themes — Nuclear, Drones
8 strong themes — 2 running · 6 recurred. Top: Nuclear +8.0%.
Strong themes8
Top change+8.0%
LeaderSamyoung M-tek C0
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 |
|---|---|---|---|
| Nuclear | Samyoung M-tek C0 | +26.63% | |
| Drones | Vessel | +29.99% | |
| Semiconductor Equipment | Union Semiconductor Equipment Co.,ltd; | +8.21% | |
| Lithium | Lithium-for-earth | +18.43% | |
| Battery | Daejin Advanced Materials | +5.00% | |
| HBM (High Bandwidth Memory) | Di | +8.56% | |
| Semiconductor Materials & Components | ISC | +9.71% | |
| AI & Robotics | Moadata | +4.34% |
Every stock in every listed theme closed higher on Sep 4. Nuclear led with an average change of 7.98%, its second straight day of strength.
Samyoung M-tek C0 topped that group at 26.63%, while S&W added 17.14%. Korean headlines linked the move to hopes for better earnings.
Drones returned after a 57-day gap with an average change of 7.48%. Vessel, the theme’s leader, rose 29.99%, the largest single gain in the data.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | 2 days running | +8.0% | 10/10 | Samyoung M-tek C0 |
| 2 | Drones | recurred after 57 days | +7.5% | 9/9 | Vessel |
| 3 | Semiconductor Equipment | recurred after 2 days | +6.3% | 8/8 | Union Semiconductor Equipment Co.,ltd; |
| 4 | Lithium | recurred after 14 days | +4.6% | 9/9 | Lithium-for-earth |
| 5 | Battery | 2 days running | +4.6% | 8/8 | Daejin Advanced Materials |
| 6 | HBM (High Bandwidth Memory) | recurred after 2 days | +4.3% | 10/10 | Di |
| 7 | Semiconductor Materials & Components | recurred after 2 days | +4.3% | 10/10 | ISC |
| 8 | AI & Robotics | recurred after 2 days | +3.9% | 10/10 | Moadata |
Theme by Theme
1. Nuclear (2 days running)
- Episode: started 2025-09-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Samyoung M-tek C0 054540 | +26.6% | 11,650 | ★ |
S&W 103230 | +17.1% | 4,990 | |
Woori Technology, Incorporation 032820 | +8.0% | 4,195 | |
Iljin Power 094820 | +6.9% | 11,890 | |
Orbitech 046120 | +4.5% | 3,740 | |
Daewoo Engineering & Construction 047040 | +4.1% | 3,805 | |
GS Engineering & Construction 006360 | +4.0% | 18,800 | |
T. K 023160 | +3.2% | 27,650 | |
Sung Kwang Bend 014620 | +2.8% | 35,550 | |
WOOJIN Ntec 457550 | +2.6% | 25,150 |
Related news
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2. Drones (recurred after 57 days)
- Episode: started 2025-09-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Vessel 177350 | +30.0% | 1,283 | ★ |
Alux 475580 | +12.3% | 11,230 | |
JCH Systems 033320 | +5.3% | 4,955 | |
PC Direct 051380 | +5.1% | 2,250 | |
Smart Radar System 424960 | +4.0% | 9,290 | |
Hancom WITH 054920 | +3.0% | 4,590 | |
Kisan Telecom 035460 | +2.6% | 1,800 | |
S Connect 096630 | +2.5% | 660 | |
Dt&C 187220 | +2.5% | 2,925 |
Related news
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3. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2025-09-04, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Di 003160 | +8.6% | 13,700 | |
UniTest 086390 | +8.3% | 16,650 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +8.2% | 8,170 | ★ |
PSK Holdings 031980 | +7.1% | 36,200 | |
VM 089970 | +5.3% | 13,850 | |
GnBS eco 382800 | +4.8% | 3,160 | |
Apact 200470 | +4.3% | 2,810 | |
Jusung Engineering 036930 | +4.1% | 27,800 |
Related news
- SK證 “유니셈, P4효과에 4분기 실적 반등할 것…목표주가 29.4%↑” — 아주경제 (Korean)
- “유니셈, 모멘텀 재개 넘어 확장까지…목표주가 상향” - SK증권 — 뉴스핌 (Korean)
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4. Lithium (recurred after 14 days)
- Episode: started 2025-09-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lithium-for-earth 073570 | +18.4% | 1,330 | ★ |
Hydro Lithium 101670 | +7.7% | 2,580 | |
Aptn 270520 | +3.8% | 1,153 | |
LG Chem 051910 | +3.0% | 278,000 | |
Posco M-tech 009520 | +2.1% | 12,820 | |
Daebo Magnetic 290670 | +2.1% | 15,870 | |
POSCO Holdings 005490 | +1.4% | 284,000 | |
Kwangmu 029480 | +1.4% | 2,510 | |
Enchem 348370 | +1.3% | 70,500 |
5. Battery (2 days running)
- Episode: started 2025-09-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Naintech 267320 | +6.8% | 3,515 | |
Daejin Advanced Materials 393970 | +5.0% | 6,300 | ★ |
SK Innovation 096770 | +4.9% | 106,400 | |
Shinsung ST 416180 | +4.2% | 35,950 | |
Sec 081180 | +4.0% | 8,550 | |
CK Solution 480370 | +4.0% | 9,990 | |
Sama Aluminium 006110 | +3.8% | 23,000 | |
Mintech 452200 | +3.8% | 3,185 |
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- [특징주]SK온 2조원대 수주 기대…2차전지株 동반 상승 — 남도일보 (Korean)
6. HBM (High Bandwidth Memory) (recurred after 2 days)
- Episode: started 2025-09-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Di 003160 | +8.6% | 13,700 | ★ |
UniTest 086390 | +8.3% | 16,650 | |
PSK Holdings 031980 | +7.1% | 36,200 | |
Ycchem 112290 | +4.3% | 20,100 | |
Genesem 217190 | +3.1% | 7,940 | |
Techwing 089030 | +3.0% | 37,850 | |
Zeus 079370 | +2.9% | 12,810 | |
Systems Technology 039440 | +2.5% | 18,140 | |
Kctech 281820 | +1.9% | 32,000 | |
EO Technics 039030 | +1.8% | 200,500 |
Related news
- [장중수급포착] 디아이, 외국인/기관 동시 순매수… 주가 +8.80% — 뉴스핌 (Korean)
7. Semiconductor Materials & Components (recurred after 2 days)
- Episode: started 2025-09-04, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Hansol IONES 114810 | +10.3% | 9,520 | |
ISC 095340 | +9.7% | 63,300 | ★ |
Ycchem 112290 | +4.3% | 20,100 | |
Ji-tech 417500 | +3.5% | 3,090 | |
WONIK Materials 104830 | +2.8% | 23,900 | |
HLB innoVation 024850 | +2.8% | 1,590 | |
LK Chem 489500 | +2.6% | 18,070 | |
Temc CNS 241790 | +2.5% | 7,110 | |
New Power Plasma 144960 | +2.4% | 5,070 | |
Nepes 033640 | +2.2% | 12,280 |
Related news
- [장중수급포착] ISC, 외국인/기관 동시 순매수… 주가 +9.19% — 뉴스핌 (Korean)
8. AI & Robotics (recurred after 2 days)
- Episode: started 2025-09-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Wsi 299170 | +5.6% | 1,634 | |
Bi Matrix 413640 | +4.7% | 13,710 | |
Moadata 288980 | +4.3% | 1,131 | ★ |
Saltlux 304100 | +4.1% | 31,450 | |
Sandoll 419120 | +4.1% | 6,650 | |
Newen AI 463020 | +3.6% | 22,800 | |
Pie 452450 | +3.4% | 7,820 | |
meerecompanyIncorporated 049950 | +3.4% | 14,870 | |
VAIV company 301300 | +3.2% | 4,690 | |
Samsung SDS 018260 | +2.6% | 150,100 |
Closing Thoughts
The next question is whether Nuclear and Battery can extend their two-day streaks. The battery group averaged 4.56%, and all 8 of its stocks closed higher.
Another thread to follow: Di and UniTest rose in both Semiconductor Equipment and HBM (High Bandwidth Memory). Lithium came back after 14 days with an average change of 4.58%.