Jan 12: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
8 strong themes — 2 running · 6 recurred. Top: Robotics (Industrial & Collaborative) +16.6%.
Strong themes8
Top change+16.6%
LeaderRussell
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 |
|---|---|---|---|
| Robotics (Industrial & Collaborative) | Russell | +29.96% | |
| Semiconductor Equipment | Hmnex | +29.96% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Innospace | +22.67% | |
| EV | Sungho Electronics | +23.55% | |
| Defense & War | Formetal | +13.85% | |
| Nuclear | Hyundai Engineering & Construction | +20.18% | |
| Semiconductor Materials & Components | INNOX Advanced Materials | +15.51% | |
| Ukraine Reconstruction | Itoxi | +29.97% |
On Jan 12, eight themes rallied, and every listed stock in each theme closed higher. Robotics (Industrial & Collaborative) led with an average change of 16.65%, its second straight day.
Russell rose 29.96% to top that theme and also appeared in Semiconductor Equipment, which averaged 14.34%. Hmnex matched that 29.96% gain as the group’s leader.
Space & Aerospace (Nuri Rocket, Satellites) averaged 12.46%, led by Innospace at 22.67%. EV returned after a 33-day gap with an average change of 11.46%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | 2 days running | +16.6% | 10/10 | Russell |
| 2 | Semiconductor Equipment | recurred after 4 days | +14.3% | 10/10 | Hmnex |
| 3 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 4 days | +12.5% | 10/10 | Innospace |
| 4 | EV | recurred after 33 days | +11.5% | 10/10 | Sungho Electronics |
| 5 | Defense & War | 3 days running | +10.6% | 10/10 | Formetal |
| 6 | Nuclear | recurred after 7 days | +10.2% | 10/10 | Hyundai Engineering & Construction |
| 7 | Semiconductor Materials & Components | recurred after 6 days | +8.9% | 10/10 | INNOX Advanced Materials |
| 8 | Ukraine Reconstruction | recurred after 14 days | +8.7% | 10/10 | Itoxi |
Theme by Theme
1. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2026-01-09, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Russell 217500 | +30.0% | 3,275 | ★ |
Haisung Aero-Robotics 059270 | +24.9% | 11,280 | |
Woorim Power Train Solution 101170 | +19.4% | 22,050 | |
TXR Robotics 484810 | +18.6% | 17,840 | |
PJ Electronics 006140 | +16.1% | 9,430 | |
Formetal 119500 | +13.8% | 5,630 | |
Pim Korea 448900 | +13.5% | 72,500 | |
Lincsolution 474650 | +10.5% | 70,600 | |
V-one Tech 251630 | +10.1% | 6,110 | |
Intops 049070 | +9.6% | 20,050 |
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2. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2026-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hmnex 036170 | +30.0% | 1,861 | ★ |
Russell 217500 | +30.0% | 3,275 | |
Justem 417840 | +29.8% | 6,530 | |
Green Optics 0015G0 | +17.0% | 27,550 | |
Apact 200470 | +8.1% | 7,880 | |
RS Automation 140670 | +6.8% | 17,650 | |
Seojin System 178320 | +6.7% | 27,000 | |
Koses 089890 | +5.8% | 23,600 | |
Tokai Carbon Korea 064760 | +5.2% | 158,700 | |
Park Systems 140860 | +4.1% | 230,500 |
3. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 4 days)
- Episode: started 2026-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Innospace 462350 | +22.7% | 23,650 | ★ |
Green Optics 0015G0 | +17.0% | 27,550 | |
SatrecInitiative 099320 | +16.1% | 130,400 | |
INNOX Advanced Materials 272290 | +15.5% | 25,700 | |
Sensorview 321370 | +11.3% | 2,170 | |
SeAH Besteel Holdings 001430 | +10.7% | 68,300 | |
HVM 295310 | +8.5% | 77,500 | |
Taewoong 044490 | +8.0% | 29,000 | |
Fiberpro 368770 | +7.5% | 17,020 | |
Nara Space Technology 478340 | +7.3% | 33,150 |
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4. EV (recurred after 33 days)
- Episode: started 2026-01-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sungho Electronics 043260 | +23.6% | 13,800 | ★ |
Sungmoon Electronics 014910 | +16.1% | 3,145 | |
Hanjoo Light Metal 198940 | +14.2% | 725 | |
Samkee 122350 | +12.1% | 1,410 | |
PS Tec 002230 | +11.1% | 11,050 | |
Neotechnicalsystem 085910 | +9.8% | 10,370 | |
Kumho HT 214330 | +7.3% | 556 | |
Tplex 081150 | +7.3% | 3,075 | |
Seojin System 178320 | +6.7% | 27,000 | |
Shin Heung Energy & Electronics 243840 | +6.4% | 4,980 |
Related news
- [장중수급포착] 성호전자, 외국인/기관 동시 순매수… 주가 +23.81% — 뉴스핌 (Korean)
5. Defense & War (3 days running)
- Episode: started 2026-01-08, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Green Optics 0015G0 | +17.0% | 27,550 | |
SatrecInitiative 099320 | +16.1% | 130,400 | |
Formetal 119500 | +13.8% | 5,630 | ★ |
Sensorview 321370 | +11.3% | 2,170 | |
MNC Solution 484870 | +9.8% | 188,100 | |
Sammi Metal Products 012210 | +8.9% | 8,890 | |
RF Systems 474610 | +8.8% | 5,720 | |
Hanwha Ocean 042660 | +8.4% | 145,700 | |
Fiberpro 368770 | +7.5% | 17,020 | |
Hanwha 000880 | +4.7% | 95,700 |
6. Nuclear (recurred after 7 days)
- Episode: started 2026-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Engineering & Construction 000720 | +20.2% | 91,100 | ★ |
Woojin 105840 | +15.0% | 21,000 | |
T. K 023160 | +14.5% | 26,100 | |
Sammi Metal Products 012210 | +8.9% | 8,890 | |
Kwang Myung Electric 017040 | +8.7% | 1,344 | |
Taewoong 044490 | +8.0% | 29,000 | |
Tplex 081150 | +7.3% | 3,075 | |
HanmiGlobal 053690 | +6.8% | 18,240 | |
Hyosung Heavy Industries 298040 | +6.8% | 2,013,000 | |
Seojeon Electric Machinery 189860 | +6.2% | 3,485 |
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7. Semiconductor Materials & Components (recurred after 6 days)
- Episode: started 2026-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S&S Tech 101490 | +16.6% | 59,000 | |
INNOX Advanced Materials 272290 | +15.5% | 25,700 | ★ |
Micro2nano 424980 | +12.4% | 10,070 | |
HVM 295310 | +8.5% | 77,500 | |
Hanyang Digitech 078350 | +7.5% | 23,050 | |
New Power Plasma 144960 | +7.2% | 6,130 | |
Tiger Elec 219130 | +6.2% | 23,150 | |
HLB innoVation 024850 | +5.3% | 2,175 | |
Tokai Carbon Korea 064760 | +5.2% | 158,700 | |
OCI Company 456040 | +4.9% | 57,500 |
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8. Ukraine Reconstruction (recurred after 14 days)
- Episode: started 2026-01-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Itoxi 052770 | +30.0% | 1,392 | ★ |
Hyundai Engineering & Construction 000720 | +20.2% | 91,100 | |
SC Engineering 023960 | +12.1% | 1,450 | |
HD Construction Equipment 267270 | +11.0% | 122,100 | |
Posco International 047050 | +2.6% | 49,950 | |
Daedong 000490 | +2.5% | 9,780 | |
DY Power 210540 | +2.5% | 14,030 | |
TYM 002900 | +2.2% | 6,490 | |
SY 109610 | +2.0% | 2,845 | |
Hyundai 011760 | +1.7% | 21,250 |
Closing Thoughts
Defense & War extended its streak to 3 days with an average change of 10.64%. Robotics (Industrial & Collaborative) now has a streak of 2.
Six themes, including Nuclear at 10.25%, came back with a streak of 1 after gaps of 4 to 33 days. The open question is whether they hold beyond a single session.