Jan 5: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites)
8 strong themes — 4 running · 4 recurred. Top: Semiconductor Equipment +14.6%.
Strong themes8
Top change+14.6%
LeaderThe Codi
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 | The Codi | +29.84% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Contec | +15.16% | |
| Defense & War | Sensorview | +22.59% | |
| Battery (Solid-State) | Il | +22.04% | |
| Nuclear | Hanyang Eng | +16.59% | |
| Medical AI | Mediana | +19.07% | |
| Semiconductor Materials & Components | Samt | +6.68% | |
| Pharma | Wsi | +12.12% |
All eight strong themes on Jan 5 closed with every listed stock higher. Semiconductor Equipment led with an average change of 14.57%, extending its streak to 5 sessions.
The Codi topped that group at 29.84%. Space & Aerospace (Nuri Rocket, Satellites) followed with an average change of 12.63%, led by Contec.
Defense & War returned after a 7-day gap with an average change of 10.76%. Battery (Solid-State) came back after a 60-day gap, led by Il at 22.04%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 5 days running | +14.6% | 10/10 | The Codi |
| 2 | Space & Aerospace (Nuri Rocket, Satellites) | 2 days running | +12.6% | 10/10 | Contec |
| 3 | Defense & War | recurred after 7 days | +10.8% | 9/9 | Sensorview |
| 4 | Battery (Solid-State) | recurred after 60 days | +9.3% | 9/9 | Il |
| 5 | Nuclear | recurred after 17 days | +8.9% | 10/10 | Hanyang Eng |
| 6 | Medical AI | 2 days running | +7.6% | 10/10 | Mediana |
| 7 | Semiconductor Materials & Components | 3 days running | +7.2% | 10/10 | Samt |
| 8 | Pharma | recurred after 7 days | +6.2% | 10/10 | Wsi |
Theme by Theme
1. Semiconductor Equipment (5 days running)
- Episode: started 2025-12-26, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
The Codi 224060 | +29.8% | 3,155 | ★ |
SFA Semicon 036540 | +17.4% | 5,720 | |
Dit 110990 | +17.2% | 18,390 | |
Hanyang Eng 045100 | +16.6% | 26,350 | |
SUNGDO Engineering & Construction 037350 | +15.8% | 7,410 | |
HANMI Semiconductor 042700 | +15.8% | 167,300 | |
EO Technics 039030 | +9.7% | 317,000 | |
Pemtron 168360 | +8.7% | 17,150 | |
Green Optics 0015G0 | +7.5% | 17,010 | |
PSK 319660 | +7.2% | 41,700 |
2. Space & Aerospace (Nuri Rocket, Satellites) (2 days running)
- Episode: started 2026-01-02, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Sensorview 321370 | +22.6% | 1,780 | |
Hanyang Eng 045100 | +16.6% | 26,350 | |
Contec 451760 | +15.2% | 13,600 | ★ |
Innospace 462350 | +14.7% | 15,570 | |
Taewoong 044490 | +12.5% | 27,500 | |
SatrecInitiative 099320 | +11.0% | 98,900 | |
Nara Space Technology 478340 | +10.1% | 31,050 | |
Kencoa Aerospace 274090 | +9.3% | 20,450 | |
Green Optics 0015G0 | +7.5% | 17,010 | |
Hanwha Aerospace 012450 | +7.0% | 1,012,000 |
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3. Defense & War (recurred after 7 days)
- Episode: started 2026-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sensorview 321370 | +22.6% | 1,780 | ★ |
TAIHAN Fiberoptics 010170 | +19.5% | 3,345 | |
SatrecInitiative 099320 | +11.0% | 98,900 | |
Kencoa Aerospace 274090 | +9.3% | 20,450 | |
Green Optics 0015G0 | +7.5% | 17,010 | |
SNT Dynamics 003570 | +7.1% | 48,100 | |
Hanwha Aerospace 012450 | +7.0% | 1,012,000 | |
Korea Aerospace Industries 047810 | +6.5% | 124,400 | |
Woori Technology, Incorporation 032820 | +6.4% | 3,975 |
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4. Battery (Solid-State) (recurred after 60 days)
- Episode: started 2026-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Il 307180 | +22.0% | 3,765 | ★ |
Mot 413390 | +12.4% | 7,700 | |
Lake Materials 281740 | +10.8% | 15,870 | |
Isu Specialty Chemical 457190 | +10.7% | 62,100 | |
Tsi 277880 | +7.0% | 5,200 | |
Hannong Chemicals 011500 | +6.2% | 15,310 | |
Mintech 452200 | +5.0% | 2,500 | |
Samsung SDI 006400 | +4.8% | 275,000 | |
Duksan Techopia 317330 | +4.7% | 17,360 |
5. Nuclear (recurred after 17 days)
- Episode: started 2026-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanyang Eng 045100 | +16.6% | 26,350 | ★ |
Taewoong 044490 | +12.5% | 27,500 | |
Doosan Enerbility 034020 | +10.6% | 83,200 | |
Taihan Cable & Solution 001440 | +8.0% | 25,700 | |
Bhi 083650 | +8.0% | 56,900 | |
Woojin 105840 | +7.3% | 18,420 | |
Hyundai Engineering & Construction 000720 | +7.2% | 74,000 | |
Korea Electric Power 015760 | +7.2% | 49,850 | |
Woori Technology, Incorporation 032820 | +6.4% | 3,975 | |
Kangwon Energy 114190 | +5.4% | 13,180 |
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6. Medical AI (2 days running)
- Episode: started 2026-01-02, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Pharos iBio 388870 | +25.5% | 11,370 | |
Mediana 041920 | +19.1% | 11,300 | ★ |
Neurophet 380550 | +7.1% | 24,000 | |
SELVAS Healthcare 208370 | +4.8% | 5,930 | |
Cellumed 049180 | +4.6% | 845 | |
Gencurix 229000 | +4.2% | 1,646 | |
NGeneBio 354200 | +3.4% | 1,524 | |
DreamCIS 223250 | +3.3% | 6,540 | |
JK Synapse 060230 | +2.3% | 2,915 | |
Oncocross 382150 | +2.1% | 9,800 |
7. Semiconductor Materials & Components (3 days running)
- Episode: started 2025-12-30, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Lake Materials 281740 | +10.8% | 15,870 | |
LTC 170920 | +9.8% | 22,400 | |
SAMYANG NC Chem 482630 | +7.3% | 25,000 | |
Foosung 093370 | +7.0% | 7,920 | |
Samt 031330 | +6.7% | 4,235 | ★ |
Hana Materials 166090 | +6.4% | 48,250 | |
GO Element 311320 | +6.3% | 7,700 | |
Tokai Carbon Korea 064760 | +6.2% | 155,100 | |
DNFCo 092070 | +6.1% | 18,040 | |
Hanyang Digitech 078350 | +5.8% | 22,700 |
8. Pharma (recurred after 7 days)
- Episode: started 2026-01-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wsi 299170 | +12.1% | 3,330 | ★ |
Hanall Biopharma 009420 | +12.1% | 47,300 | |
ST Pharm 237690 | +7.7% | 123,800 | |
Vivozon Pharmaceutical 082800 | +7.6% | 4,940 | |
Telcon RF Pharmaceutical 200230 | +5.0% | 1,013 | |
Jeil Pharmaceutical 271980 | +4.4% | 15,780 | |
Keeps Biopharma 256940 | +3.9% | 11,980 | |
Sam Chun Dang Pharm 000250 | +3.7% | 253,500 | |
Celltrion Pharm 068760 | +3.4% | 64,000 | |
SK biopharmaceuticals 326030 | +2.5% | 126,000 |
Closing Thoughts
Semiconductor Equipment and Semiconductor Materials & Components carry streaks of 5 and 3. The next sessions will show whether the chip-related run extends past its 12-day episode.
Nuclear returned after 17 days with all 10 stocks up, led by Hanyang Eng. It remains open whether one-day returns such as Pharma at 6.24% carry into another session.