Dec 30: 8 Strong Themes — Semiconductor Equipment, Construction (Small & Mid Cap)
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Equipment +9.4%.
Strong themes8
Top change+9.4%
LeaderJNB
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 | JNB | +29.96% | |
| Construction (Small & Mid Cap) | Sangji Construction | +19.28% | |
| On-Device AI | Jeju Semiconductor | +17.90% | |
| Semiconductor Materials & Components | LK Chem | +21.40% | |
| HBM (High Bandwidth Memory) | Wot | +5.61% | |
| Music & Entertainment | Knowmerce | +6.87% | |
| Music & Recordings | YG Entertainment | +7.26% | |
| Baby & Birth Rate | ERCOHS Agricultural | +11.19% |
On Dec 30, all eight strong themes closed with every stock higher. Semiconductor Equipment led with an average change of 9.41%, and all 9 of its stocks rose.
JNB rose 29.96% to lead a theme now on a 3-day streak. Construction (Small & Mid Cap) returned after 19 days with an average change of 6.55%.
On-Device AI reappeared after a 319-day gap at 6.48%, with Jeju Semiconductor up 17.9%. Semiconductor Materials & Components averaged 5.88%, led by LK Chem at 21.4%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 3 days running | +9.4% | 9/9 | JNB |
| 2 | Construction (Small & Mid Cap) | recurred after 19 days | +6.5% | 10/10 | Sangji Construction |
| 3 | On-Device AI | recurred after 319 days | +6.5% | 10/10 | Jeju Semiconductor |
| 4 | Semiconductor Materials & Components | recurred after 4 days | +5.9% | 10/10 | LK Chem |
| 5 | HBM (High Bandwidth Memory) | 3 days running | +4.0% | 10/10 | Wot |
| 6 | Music & Entertainment | recurred after 7 days | +4.0% | 10/10 | Knowmerce |
| 7 | Music & Recordings | recurred after 7 days | +3.5% | 8/8 | YG Entertainment |
| 8 | Baby & Birth Rate | recurred after 4 days | +2.8% | 8/8 | ERCOHS Agricultural |
Theme by Theme
1. Semiconductor Equipment (3 days running)
- Episode: started 2025-12-26, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
JNB 452160 | +30.0% | 7,070 | ★ |
Justem 417840 | +11.3% | 5,810 | |
Neosem 253590 | +9.5% | 10,960 | |
VM 089970 | +6.7% | 30,200 | |
GlobalStandardTechnology 083450 | +6.7% | 28,850 | |
Wot 396470 | +5.6% | 7,340 | |
Auros Technology 322310 | +5.2% | 25,400 | |
Hanwha Vision 489790 | +5.2% | 44,900 | |
Wonik IPS 240810 | +4.6% | 67,900 |
2. Construction (Small & Mid Cap) (recurred after 19 days)
- Episode: started 2025-12-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sangji Construction 042940 | +19.3% | 12,250 | ★ |
DongshinEngineering&Construction 025950 | +13.8% | 19,970 | |
Ilsung Construction 013360 | +11.8% | 2,220 | |
KD 044180 | +4.2% | 614 | |
Nam Hwa Construction Company 091590 | +3.3% | 4,045 | |
Hanshin Construction 004960 | +3.1% | 10,300 | |
HL D&I Halla 014790 | +3.0% | 2,700 | |
Camus Engineering & Construction 013700 | +2.6% | 1,234 | |
Taeyoung Engineering & Construction 009410 | +2.3% | 1,756 | |
HS Hwasung 002460 | +2.1% | 11,960 |
3. On-Device AI (recurred after 319 days)
- Episode: started 2025-12-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Semiconductor 080220 | +17.9% | 26,350 | ★ |
Iron Device 464500 | +11.1% | 3,260 | |
Telechips 054450 | +7.6% | 15,980 | |
ABOV Semiconductor 102120 | +7.1% | 12,090 | |
Nota 486990 | +7.0% | 46,300 | |
Qualitas Semiconductor 432720 | +5.5% | 15,040 | |
Nepes Ark 330860 | +4.1% | 17,000 | |
Uniquest Coporation 077500 | +1.9% | 6,600 | |
SK hynix 000660 | +1.7% | 651,000 | |
HPSP 403870 | +0.9% | 33,500 |
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4. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2025-12-30, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
LK Chem 489500 | +21.4% | 36,300 | ★ |
Samt 031330 | +13.4% | 4,150 | |
SAMYANG NC Chem 482630 | +6.8% | 22,900 | |
3S Korea 060310 | +3.5% | 1,555 | |
DNFCo 092070 | +2.6% | 15,620 | |
Hansol IONES 114810 | +2.5% | 11,970 | |
Kctech 281820 | +2.5% | 39,650 | |
HanaMicron 067310 | +2.2% | 25,750 | |
Soulbrain 357780 | +2.1% | 262,000 | |
ISC 095340 | +1.9% | 111,100 |
5. HBM (High Bandwidth Memory) (3 days running)
- Episode: started 2025-12-26, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirai Semiconductors 254490 | +7.4% | 16,280 | |
Wot 396470 | +5.6% | 7,340 | ★ |
Auros Technology 322310 | +5.2% | 25,400 | |
Hanwha Vision 489790 | +5.2% | 44,900 | |
Genesem 217190 | +3.9% | 5,110 | |
Winpac 097800 | +3.4% | 516 | |
Zeus 079370 | +3.2% | 14,760 | |
Kctech 281820 | +2.5% | 39,650 | |
EO Technics 039030 | +1.9% | 272,000 | |
Imt 451220 | +1.8% | 9,620 |
6. Music & Entertainment (recurred after 7 days)
- Episode: started 2025-12-30, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
YG Entertainment 122870 | +7.3% | 69,400 | |
Knowmerce 473980 | +6.9% | 28,000 | ★ |
SM Entertainment 041510 | +5.5% | 135,000 | |
Next Entertainment World 160550 | +5.2% | 2,235 | |
Hybe 352820 | +3.1% | 330,000 | |
CJ ENM 035760 | +2.9% | 64,600 | |
Chorokbaem Media 047820 | +2.5% | 4,510 | |
Studio Dragon 253450 | +2.3% | 42,750 | |
Dear U 376300 | +2.2% | 40,100 | |
JYP Entertainment 035900 | +2.1% | 72,600 |
7. Music & Recordings (recurred after 7 days)
- Episode: started 2025-12-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
YG Entertainment 122870 | +7.3% | 69,400 | ★ |
SM Entertainment 041510 | +5.5% | 135,000 | |
YG PLUS 037270 | +4.2% | 7,270 | |
Hybe 352820 | +3.1% | 330,000 | |
CJ ENM 035760 | +2.9% | 64,600 | |
JYP Entertainment 035900 | +2.1% | 72,600 | |
The Pinkfong Company 403850 | +2.0% | 25,050 | |
NHN Bugs 104200 | +1.4% | 3,000 |
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8. Baby & Birth Rate (recurred after 4 days)
- Episode: started 2025-12-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ERCOHS Agricultural 435570 | +11.2% | 14,810 | ★ |
Ggumbi 407400 | +4.1% | 5,090 | |
SAMG Entertainment 419530 | +3.0% | 41,350 | |
The Pinkfong Company 403850 | +2.0% | 25,050 | |
Agabang&company 013990 | +0.9% | 4,485 | |
KleanNara 004540 | +0.6% | 1,901 | |
Zero to Seven 159580 | +0.2% | 3,975 | |
Maeil Dairies 267980 | +0.1% | 35,200 |
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Closing Thoughts
Semiconductor Equipment and HBM (High Bandwidth Memory) are both on 3-day streaks. That theme averaged 3.99%, led by Wot at 5.61%. Whether these runs extend is the next question.
Music & Entertainment (3.98%) and Music & Recordings (3.55%) rose together, with YG Entertainment up 7.26% in both. Baby & Birth Rate averaged 2.77%, led by ERCOHS Agricultural at 11.19%.