Theme Insight한국어

Sep 30: 8 Strong Themes — Shipbuilding Equipment, System Semiconductors

September 30, 2025 · #Shipbuilding Equipment #System Semiconductors #Cannabis #Quantum Cryptography & Computing #Semiconductor Equipment #Defense & War #Shipbuilding #Semiconductor Materials & Components

8 strong themes — 3 running · 5 recurred. Top: Shipbuilding Equipment +7.8%.

Strong themes8 Top change+7.8% LeaderKS Industry

Average change by strong theme

Average change of member stocks, by theme · descending
Shipbuilding Equipment
+7.8%
System Semiconductors
+5.2%
Cannabis
+5.1%
Quantum Cryptography & Computing
+4.7%
Semiconductor Equipment
+4.3%
Defense & War
+4.2%
Shipbuilding
+3.8%
Semiconductor Materials & Components
+3.7%

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 -
ThemeLeaderChangeTrend
Shipbuilding EquipmentKS Industry+29.97%
System SemiconductorsRanix+5.98%
CannabisOsung Advanced Materials+16.83%
Quantum Cryptography & ComputingPhoton+8.32%
Semiconductor EquipmentWithtech+6.29%
Defense & WarHuneed Technologies+2.77%
ShipbuildingHJ Shipbuilding & Construction+8.11%
Semiconductor Materials & ComponentsFNS Tech+18.36%

On Sep 30, all eight strong themes closed with every listed stock higher. Shipbuilding Equipment led with an average change of 7.82%, and all 10 of its stocks rose.

KS Industry drove that theme, rising 29.97% to close at 980. Shipbuilding also returned after a gap of 7 days, led by HJ Shipbuilding & Construction at 8.11%.

Three chip themes posted a streak of 2, led by System Semiconductors at an average change of 5.25%. Cannabis averaged 5.1% as Osung Advanced Materials jumped 16.83%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Shipbuilding Equipmentrecurred after 7 days+7.8%10/10KS Industry
2System Semiconductors2 days running+5.2%10/10Ranix
3Cannabisrecurred after 28 days+5.1%5/5Osung Advanced Materials
4Quantum Cryptography & Computingrecurred after 6 days+4.7%8/8Photon
5Semiconductor Equipment2 days running+4.3%10/10Withtech
6Defense & Warrecurred after 6 days+4.2%10/10Huneed Technologies
7Shipbuildingrecurred after 7 days+3.8%8/8HJ Shipbuilding & Construction
8Semiconductor Materials & Components2 days running+3.7%10/10FNS Tech

Theme by Theme

1. Shipbuilding Equipment (recurred after 7 days)

StockChangeCloseLeader
KS Industry 101000+30.0%980★
Cape Industries 064820+8.2%12,630
Hanwha Engine 082740+6.8%44,900
Hyundai HYMS 460930+6.0%26,550
HD-Hyundai Marine Engine 071970+5.1%82,900
Daeyang Electric 108380+5.0%29,100
Sejin Heavy Industries 075580+4.8%21,600
Atum 355690+4.3%8,020
Il Seung 333430+4.2%7,700
KSP 073010+3.8%6,020

2. System Semiconductors (2 days running)

StockChangeCloseLeader
LB Semicon 061970+12.9%5,160
Ictk 456010+9.2%16,550
Ranix 317120+6.0%3,100★
HANMI Semiconductor 042700+5.5%96,500
Alt 172670+5.2%9,300
Fadu 440110+4.5%22,100
SFA Semicon 036540+3.4%4,095
Makus 093520+2.3%21,850
Di 003160+1.9%15,690
Openedges Technology 394280+1.6%11,850

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3. Cannabis (recurred after 28 days)

StockChangeCloseLeader
Osung Advanced Materials 052420+16.8%1,902★
Hwail Pharm 061250+4.2%1,182
Wooree Bio 082850+2.4%2,325
Inventage Lab 389470+1.2%46,450
BNC Korea 256840+0.8%5,010

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4. Quantum Cryptography & Computing (recurred after 6 days)

StockChangeCloseLeader
Ictk 456010+9.2%16,550
Photon 208710+8.3%3,125★
Ranix 317120+6.0%3,100
Alt 172670+5.2%9,300
Wooriro 046970+4.2%1,329
Woori-Net 115440+2.0%6,710
Coweaver 056360+1.5%5,260
Q.S.ICo 066310+1.4%7,990

5. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Neosem 253590+6.6%10,350
Withtech 348350+6.3%9,130★
HANMI Semiconductor 042700+5.5%96,500
Tokai Carbon Korea 064760+5.2%175,000
Advanced Process Systems 265520+4.5%19,520
UniTest 086390+3.6%21,450
SFA Semicon 036540+3.4%4,095
Exicon 092870+3.0%15,200
Wonik IPS 240810+3.0%47,000
RS Automation 140670+2.4%12,640

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6. Defense & War (recurred after 6 days)

StockChangeCloseLeader
HJ Shipbuilding & Construction 097230+8.1%28,000
Daeyang Electric 108380+5.0%29,100
RF Systems 474610+5.0%5,060
Samhyun 437730+4.6%23,950
Hanwha Aerospace 012450+4.5%1,107,000
Firstec 010820+3.1%4,755
STX Engine 077970+3.1%39,550
Hanwha Ocean 042660+3.1%110,300
RF Materials 327260+3.0%15,930
Huneed Technologies 005870+2.8%8,520★

7. Shipbuilding (recurred after 7 days)

StockChangeCloseLeader
HJ Shipbuilding & Construction 097230+8.1%28,000★
HD Hyundai Heavy Industries 329180+4.8%515,000
HD Hyundai Mipo 010620+4.6%203,500
Hanwha Ocean 042660+3.1%110,300
Daehan Shipbuilding 439260+2.9%80,900
HD Korea Shipbuilding & Offshore Engineering 009540+2.8%411,000
Samsung Heavy Industries 010140+2.6%21,900
Dongil Steelux 023790+1.6%2,495

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8. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
FNS Tech 083500+18.4%14,120★
Tokai Carbon Korea 064760+5.2%175,000
3S Korea 060310+2.3%1,902
Fine Semitech 036810+2.1%29,500
Semcns 252990+2.1%6,920
Ji-tech 417500+2.0%3,315
Doosan 000150+1.7%541,000
Protec Mems Technology 147760+1.4%2,930
MKElectron 033160+1.1%8,890
Hanyang Digitech 078350+0.9%17,050

Closing Thoughts

Semiconductor Equipment has the longest recorded episode, running from 2025-09-29 to 2025-10-10 over 12 days. Its leader, Withtech, rose 6.29% in the session.

Five themes returned after a gap, including Cannabis after 28 days. The next sessions will show whether these streaks of 1 run longer.

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