Jan 8: 8 Strong Themes — Auto Parts, Defense & War
8 strong themes — 1 running · 7 recurred. Top: Auto Parts +14.2%.
Strong themes8
Top change+14.2%
LeaderMobase Electronics
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 |
|---|---|---|---|
| Auto Parts | Mobase Electronics | +29.95% | |
| Defense & War | SolDefense | +29.82% | |
| Semiconductor Equipment | Dawon Nexview | +30.00% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Genohco | +13.05% | |
| GLP-1 & Obesity Drugs | G2gbio | +25.27% | |
| System Semiconductors | Gaonchips | +20.64% | |
| Shipbuilding | Dongil Steelux | +11.58% | |
| Shipbuilding Equipment | Bumhan Fuel Cell | +4.57% |
On Jan 8, Auto Parts led the strong themes with an average change of 14.17%, and all 10 stocks rose. Mobase Electronics led at 29.95% as the theme returned after a 34-day gap.
Defense & War followed with an average change of 11.64%, led by SolDefense at 29.82%. Semiconductor Equipment averaged 10.51%, with Dawon Nexview up 30.0%.
Every listed stock in all eight themes closed higher. Shipbuilding was the only continuing theme, on a streak of 4 with an average change of 5.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Auto Parts | recurred after 34 days | +14.2% | 10/10 | Mobase Electronics |
| 2 | Defense & War | recurred after 3 days | +11.6% | 9/9 | SolDefense |
| 3 | Semiconductor Equipment | recurred after 2 days | +10.5% | 10/10 | Dawon Nexview |
| 4 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 2 days | +10.2% | 9/9 | Genohco |
| 5 | GLP-1 & Obesity Drugs | recurred after 10 days | +6.6% | 10/10 | G2gbio |
| 6 | System Semiconductors | recurred after 27 days | +5.3% | 10/10 | Gaonchips |
| 7 | Shipbuilding | 4 days running | +5.0% | 6/6 | Dongil Steelux |
| 8 | Shipbuilding Equipment | recurred after 2 days | +4.3% | 10/10 | Bumhan Fuel Cell |
Theme by Theme
1. Auto Parts (recurred after 34 days)
- Episode: started 2026-01-08, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Mobase Electronics 012860 | +29.9% | 1,957 | ★ |
Hmnex 036170 | +29.9% | 1,102 | |
Keyang Electric Machinery 012200 | +29.9% | 10,980 | |
Hyundai Wia 011210 | +8.1% | 83,800 | |
Top Run Total Solution 336680 | +8.1% | 4,455 | |
Iljeong Industrial 008500 | +7.9% | 3,070 | |
Pim Korea 448900 | +7.7% | 58,500 | |
Sambo Motors 053700 | +7.2% | 7,540 | |
Almac 354320 | +6.6% | 28,400 | |
SNT Dynamics 003570 | +6.1% | 51,300 |
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2. Defense & War (recurred after 3 days)
- Episode: started 2026-01-08, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
SolDefense 215090 | +29.8% | 3,265 | ★ |
Genohco 361390 | +13.1% | 25,550 | |
S Connect 096630 | +11.4% | 711 | |
SatrecInitiative 099320 | +10.7% | 110,800 | |
i3system 214430 | +8.9% | 86,800 | |
Hyundai Wia 011210 | +8.1% | 83,800 | |
Hanwha Aerospace 012450 | +7.9% | 1,090,000 | |
Sensorview 321370 | +7.8% | 2,075 | |
Hanwha Ocean 042660 | +7.0% | 129,700 |
3. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2026-01-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Nexview 323350 | +30.0% | 6,630 | ★ |
Hmnex 036170 | +29.9% | 1,102 | |
Jusung Engineering 036930 | +12.7% | 34,950 | |
Di 003160 | +7.0% | 28,950 | |
Green Optics 0015G0 | +6.1% | 24,300 | |
Sec 081180 | +5.6% | 16,300 | |
Asflow 159010 | +4.0% | 5,140 | |
HPSP 403870 | +3.6% | 34,400 | |
Justem 417840 | +3.5% | 5,070 | |
RS Automation 140670 | +2.5% | 16,520 |
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4. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 2 days)
- Episode: started 2026-01-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Innospace 462350 | +16.7% | 20,300 | |
Lumir 474170 | +14.4% | 13,120 | |
Genohco 361390 | +13.1% | 25,550 | ★ |
SatrecInitiative 099320 | +10.7% | 110,800 | |
Asia Pacific Satellite lnc 211270 | +9.8% | 15,430 | |
Hanwha Aerospace 012450 | +7.9% | 1,090,000 | |
Sensorview 321370 | +7.8% | 2,075 | |
Green Optics 0015G0 | +6.1% | 24,300 | |
Contec 451760 | +5.0% | 14,490 |
5. GLP-1 & Obesity Drugs (recurred after 10 days)
- Episode: started 2026-01-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
G2gbio 456160 | +25.3% | 80,800 | ★ |
D&D Pharmatech 347850 | +9.9% | 108,700 | |
Nibec 138610 | +7.7% | 39,650 | |
Raphas 214260 | +5.3% | 13,110 | |
Inventage Lab 389470 | +5.1% | 88,600 | |
BNC Korea 256840 | +4.4% | 4,980 | |
Peptron 087010 | +3.0% | 254,000 | |
Daewoong Pharma 069620 | +2.4% | 173,100 | |
Dong-a ST 170900 | +1.9% | 53,300 | |
KoBioLabs 348150 | +0.7% | 6,140 |
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6. System Semiconductors (recurred after 27 days)
- Episode: started 2026-01-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaonchips 399720 | +20.6% | 64,300 | ★ |
ADTechnology 200710 | +7.4% | 33,450 | |
Di 003160 | +7.0% | 28,950 | |
Asicland 445090 | +5.1% | 29,650 | |
iA 038880 | +3.3% | 158 | |
Zaram Technology 389020 | +3.0% | 41,800 | |
Synic Solution 234030 | +2.3% | 9,860 | |
SK hynix 000660 | +1.9% | 756,000 | |
KohYoungTechnology 098460 | +1.7% | 26,650 | |
Openedges Technology 394280 | +1.2% | 14,570 |
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7. Shipbuilding (4 days running)
- Episode: started 2026-01-05, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongil Steelux 023790 | +11.6% | 1,590 | ★ |
Hanwha Ocean 042660 | +7.0% | 129,700 | |
HD Hyundai Heavy Industries 329180 | +4.5% | 582,000 | |
Samsung Heavy Industries 010140 | +3.9% | 26,350 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +1.6% | 424,500 | |
HJ Shipbuilding & Construction 097230 | +1.4% | 24,650 |
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8. Shipbuilding Equipment (recurred after 2 days)
- Episode: started 2026-01-08, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
S&SYS 0008Z0 | +8.4% | 33,500 | |
HD-Hyundai Marine Engine 071970 | +6.8% | 96,200 | |
SK oceanplant 100090 | +5.4% | 20,850 | |
Bumhan Fuel Cell 382900 | +4.6% | 27,450 | ★ |
STX Engine 077970 | +3.9% | 34,500 | |
Hanwha Engine 082740 | +3.9% | 45,550 | |
Samyoung M-tek C0 054540 | +3.8% | 15,280 | |
Sung Kwang Bend 014620 | +3.1% | 26,500 | |
Dongbang Ship Machinery 099410 | +1.8% | 5,210 | |
Oriental Precision & Engineering 014940 | +1.4% | 8,050 |
Closing Thoughts
The Shipbuilding episode runs to Jan 9, and Defense & War spans Jan 8 to Jan 13. Shared names such as Hyundai Wia and Hanwha Ocean tie several themes together.
In GLP-1 & Obesity Drugs, G2gbio rose 25.27% while KoBioLabs gained just 0.66%. System Semiconductors showed a similar gap, with Gaonchips at 20.64% and SK hynix at 1.89%.