Jan 26: 8 Strong Themes — Battery, Robotics (Industrial & Collaborative)
8 strong themes — 8 recurred. Top: Battery +21.0%.
Strong themes8
Top change+21.0%
LeaderCenotec
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 |
|---|---|---|---|
| Battery | Cenotec | +29.94% | |
| Robotics (Industrial & Collaborative) | Y2 Solution | +23.33% | |
| AI & Robotics | Yuilrobotics | +29.93% | |
| Semiconductor Equipment | Exicon | +15.15% | |
| Smart Factory | Micube Solution | +29.97% | |
| Mobile Games | Com2uS Holdings | +15.56% | |
| Semiconductor Materials & Components | Lake Materials | +21.43% | |
| System Semiconductors | Zinitix | +29.88% |
Eight themes rallied on Jan 26, and every listed stock in each one closed higher. Battery led with an average change of 20.97%, with all 10 of its stocks up.
Robot stocks formed a second group. Robotics (Industrial & Collaborative) averaged 15.1% and AI & Robotics averaged 15.01%, with Yuilrobotics up 29.93% in both themes.
Semiconductor Equipment averaged 12.38% and Smart Factory averaged 12.09%. Mobile Games rose 11.49% on average and came back after a gap of 160 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | recurred after 4 days | +21.0% | 10/10 | Cenotec |
| 2 | Robotics (Industrial & Collaborative) | recurred after 5 days | +15.1% | 10/10 | Y2 Solution |
| 3 | AI & Robotics | recurred after 6 days | +15.0% | 9/9 | Yuilrobotics |
| 4 | Semiconductor Equipment | recurred after 4 days | +12.4% | 9/9 | Exicon |
| 5 | Smart Factory | recurred after 11 days | +12.1% | 9/9 | Micube Solution |
| 6 | Mobile Games | recurred after 160 days | +11.5% | 10/10 | Com2uS Holdings |
| 7 | Semiconductor Materials & Components | recurred after 4 days | +11.1% | 10/10 | Lake Materials |
| 8 | System Semiconductors | recurred after 14 days | +11.0% | 10/10 | Zinitix |
Theme by Theme
1. Battery (recurred after 4 days)
- Episode: started 2026-01-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cenotec 222420 | +29.9% | 1,367 | ★ |
Daesung Hi-Tech 129920 | +29.9% | 5,670 | |
HT Robotics 396300 | +23.7% | 4,050 | |
Ecopro 086520 | +22.9% | 130,200 | |
Onejoon 382840 | +22.3% | 9,970 | |
Ecopro BM 247540 | +19.9% | 209,000 | |
Advanced Nano Products 121600 | +17.4% | 67,300 | |
SFA Nexel 222080 | +16.2% | 10,600 | |
Korea Zinc 010130 | +14.4% | 1,807,000 | |
SungEel HiTech 365340 | +13.0% | 64,500 |
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2. Robotics (Industrial & Collaborative) (recurred after 5 days)
- Episode: started 2026-01-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Yuilrobotics 388720 | +29.9% | 135,000 | |
Rainbow Robotics 277810 | +26.0% | 679,000 | |
Y2 Solution 011690 | +23.3% | 5,180 | ★ |
SPG 058610 | +15.5% | 120,000 | |
RS Automation 140670 | +13.7% | 23,250 | |
Robotis 108490 | +12.9% | 280,500 | |
Il 307180 | +8.6% | 4,170 | |
Angel Robotics 455900 | +7.3% | 39,500 | |
Robostar 090360 | +7.1% | 88,000 | |
Higen RNM 160190 | +6.7% | 74,500 |
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3. AI & Robotics (recurred after 6 days)
- Episode: started 2026-01-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Yuilrobotics 388720 | +29.9% | 135,000 | ★ |
Udmtek 389680 | +29.9% | 943 | |
VAIV company 301300 | +18.9% | 3,750 | |
Robotis 108490 | +12.9% | 280,500 | |
Yujin Robot 056080 | +11.9% | 31,850 | |
KohYoungTechnology 098460 | +9.5% | 31,650 | |
meerecompanyIncorporated 049950 | +7.6% | 18,500 | |
Angel Robotics 455900 | +7.3% | 39,500 | |
Robostar 090360 | +7.1% | 88,000 |
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4. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2026-01-26, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Exicon 092870 | +15.2% | 20,900 | ★ |
RS Automation 140670 | +13.7% | 23,250 | |
Tes 095610 | +13.6% | 54,200 | |
PSK Holdings 031980 | +13.4% | 68,500 | |
Di 003160 | +11.8% | 31,650 | |
YC 232140 | +11.5% | 16,260 | |
Wonik IPS 240810 | +11.2% | 85,200 | |
EugeneTechnology 084370 | +10.7% | 83,600 | |
Tokai Carbon Korea 064760 | +10.3% | 199,900 |
5. Smart Factory (recurred after 11 days)
- Episode: started 2026-01-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Micube Solution 373170 | +30.0% | 10,320 | ★ |
Yuilrobotics 388720 | +29.9% | 135,000 | |
RS Automation 140670 | +13.7% | 23,250 | |
KohYoungTechnology 098460 | +9.5% | 31,650 | |
SP Systems 317830 | +6.3% | 14,980 | |
Kornic Automation 391710 | +5.4% | 2,845 | |
Zenix Robotics 381620 | +4.9% | 14,890 | |
Ajinextek 059120 | +4.7% | 17,120 | |
TXR Robotics 484810 | +4.5% | 22,000 |
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6. Mobile Games (recurred after 160 days)
- Episode: started 2026-01-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Webzen 069080 | +19.2% | 15,100 | |
Wemade Max 101730 | +15.6% | 7,540 | |
Com2uS Holdings 063080 | +15.6% | 23,400 | ★ |
PearlAbyss 263750 | +13.3% | 49,800 | |
Neowiz 095660 | +10.7% | 29,450 | |
Wemade 112040 | +9.7% | 30,000 | |
Itoxi 052770 | +8.4% | 878 | |
Kakao Games 293490 | +8.3% | 16,240 | |
Krafton 259960 | +7.1% | 255,500 | |
Me2on 201490 | +7.0% | 4,505 |
7. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2026-01-26, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Lake Materials 281740 | +21.4% | 24,650 | ★ |
Hana Materials 166090 | +14.0% | 61,900 | |
Megatouch 446540 | +12.0% | 4,425 | |
CMTX 388210 | +11.5% | 111,800 | |
Tokai Carbon Korea 064760 | +10.3% | 199,900 | |
HanaMicron 067310 | +9.3% | 28,250 | |
KEC 092220 | +8.4% | 786 | |
ISC 095340 | +8.2% | 112,900 | |
Protec Mems Technology 147760 | +8.2% | 3,485 | |
Wizit 036090 | +7.8% | 708 |
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8. System Semiconductors (recurred after 14 days)
- Episode: started 2026-01-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Zinitix 303030 | +29.9% | 839 | ★ |
Di 003160 | +11.8% | 31,650 | |
Alphachips 117670 | +11.6% | 15,350 | |
LEENO Industrial 058470 | +9.6% | 75,300 | |
KohYoungTechnology 098460 | +9.5% | 31,650 | |
HanaMicron 067310 | +9.3% | 28,250 | |
Doosan Tesna 131970 | +8.8% | 59,300 | |
S&S Tech 101490 | +7.2% | 70,000 | |
Dongwoon Anatech 094170 | +6.5% | 29,350 | |
Nepes Ark 330860 | +5.9% | 17,100 |
Closing Thoughts
All eight themes are marked as recurrences, with gaps of 4 to 160 days. Whether they last beyond this one session is still an open question.
The episodes for Semiconductor Equipment and Semiconductor Materials & Components run to 2026-02-03 and span 9 days. The other six themes show 1-day episodes ending Jan 26.