Feb 3: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
8 strong themes — 8 running. Top: Ukraine Reconstruction +15.9%.
Strong themes8
Top change+15.9%
LeaderSG
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 |
|---|---|---|---|
| Ukraine Reconstruction | SG | +22.26% | |
| Construction Equipment | Junjin Construction & Robot | +29.96% | |
| Space & Aerospace (Nuri Rocket, Satellites) | LK Samyang | +29.95% | |
| Battery | NanoTIM | +18.08% | |
| Semiconductor Equipment | Neosem | +27.08% | |
| SpaceX | Mirae Asset Venture Investment | +30.00% | |
| Holding Companies | INNOXCorporation | +29.93% | |
| Semiconductor Materials & Components | KX Hitech | +19.55% |
On Feb 3, every theme in the report closed with all of its listed stocks higher. Ukraine Reconstruction led with an average change of 15.91%, its streak now at 3.
Construction Equipment followed with an average change of 15.54%, led by Junjin Construction & Robot up 29.96%. HD Construction Equipment, up 26.65%, featured in both themes.
The longest runs belong to Semiconductor Equipment and Semiconductor Materials & Components, both on a streak of 7. Neosem led the equipment names with a 27.08% gain.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | 3 days running | +15.9% | 10/10 | SG |
| 2 | Construction Equipment | 3 days running | +15.5% | 10/10 | Junjin Construction & Robot |
| 3 | Space & Aerospace (Nuri Rocket, Satellites) | 4 days running | +15.2% | 10/10 | LK Samyang |
| 4 | Battery | 3 days running | +15.0% | 10/10 | NanoTIM |
| 5 | Semiconductor Equipment | 7 days running | +14.1% | 10/10 | Neosem |
| 6 | SpaceX | 4 days running | +13.5% | 10/10 | Mirae Asset Venture Investment |
| 7 | Holding Companies | 3 days running | +12.7% | 10/10 | INNOXCorporation |
| 8 | Semiconductor Materials & Components | 7 days running | +12.6% | 10/10 | KX Hitech |
Theme by Theme
1. Ukraine Reconstruction (3 days running)
- Episode: started 2026-01-30, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Construction Equipment 267270 | +26.6% | 135,900 | |
DAEMO Engineering 317850 | +24.7% | 10,300 | |
SG 255220 | +22.3% | 3,240 | ★ |
DaedongGear 008830 | +17.4% | 20,800 | |
SY Steel Tech 365330 | +16.1% | 4,100 | |
Hyundai Everdigm 041440 | +11.5% | 9,120 | |
Daedong 000490 | +10.3% | 10,560 | |
Development Advance Solution 058730 | +10.3% | 3,420 | |
Hyundai Engineering & Construction 000720 | +9.9% | 108,600 | |
Itoxi 052770 | +9.9% | 933 |
2. Construction Equipment (3 days running)
- Episode: started 2026-01-30, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Junjin Construction & Robot 079900 | +30.0% | 65,500 | ★ |
HD Construction Equipment 267270 | +26.6% | 135,900 | |
DAEMO Engineering 317850 | +24.7% | 10,300 | |
Jinsung T.e.c 036890 | +15.4% | 16,360 | |
Doosan Bobcat 241560 | +12.5% | 64,900 | |
Hyundai Everdigm 041440 | +11.5% | 9,120 | |
Sammi Metal Products 012210 | +10.8% | 17,900 | |
DY Power 210540 | +9.4% | 14,190 | |
Daechang Forging 015230 | +7.7% | 7,120 | |
Soosan Cebotics 017550 | +6.8% | 1,784 |
3. Space & Aerospace (Nuri Rocket, Satellites) (4 days running)
- Episode: started 2026-01-29, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
LK Samyang 225190 | +29.9% | 1,857 | ★ |
Hanwha Systems 272210 | +28.6% | 119,500 | |
Lumir 474170 | +15.3% | 20,250 | |
SeAH Besteel Holdings 001430 | +14.9% | 81,500 | |
SatrecInitiative 099320 | +13.4% | 213,000 | |
Innospace 462350 | +12.2% | 24,350 | |
Nara Space Technology 478340 | +11.8% | 61,700 | |
Intellian Technologies 189300 | +9.8% | 107,100 | |
Hanwha 000880 | +8.4% | 117,500 | |
Green Optics 0015G0 | +7.8% | 38,150 |
4. Battery (3 days running)
- Episode: started 2026-01-30, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
INNOXCorporation 088390 | +29.9% | 13,630 | |
Koyj 121850 | +29.9% | 4,300 | |
NanoTIM 417010 | +18.1% | 11,950 | ★ |
Fino 033790 | +16.7% | 5,880 | |
Lotte Energy Materials 020150 | +14.0% | 41,950 | |
Power Logics 047310 | +9.9% | 6,130 | |
Hansol Chemical 014680 | +8.8% | 297,500 | |
PI Advanced Materials 178920 | +8.1% | 17,150 | |
Duksan Techopia 317330 | +7.9% | 19,980 | |
Innometry 302430 | +7.0% | 7,940 |
5. Semiconductor Equipment (7 days running)
- Episode: started 2026-01-26, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Neosem 253590 | +27.1% | 18,770 | ★ |
The Codi 224060 | +16.2% | 4,960 | |
Exicon 092870 | +15.5% | 28,350 | |
Tse 131290 | +13.0% | 87,600 | |
Wonik IPS 240810 | +12.7% | 114,700 | |
Hanwha Vision 489790 | +12.3% | 63,900 | |
EO Technics 039030 | +11.7% | 396,000 | |
YC 232140 | +11.3% | 20,000 | |
VM 089970 | +11.1% | 30,150 | |
Jusung Engineering 036930 | +9.9% | 44,900 |
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6. SpaceX (4 days running)
- Episode: started 2026-01-29, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae Asset Venture Investment 100790 | +30.0% | 22,100 | ★ |
Mirae Asset Securities 006800 | +24.7% | 49,950 | |
NanoTIM 417010 | +18.1% | 11,950 | |
SeAH Besteel Holdings 001430 | +14.9% | 81,500 | |
Aju IB Investment 027360 | +14.2% | 5,110 | |
Yjlink 209640 | +10.3% | 4,510 | |
INNOX Advanced Materials 272290 | +7.6% | 38,200 | |
Sensorview 321370 | +5.2% | 3,960 | |
HVM 295310 | +5.0% | 91,700 | |
Sphere 347700 | +5.0% | 28,550 |
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7. Holding Companies (3 days running)
- Episode: started 2026-01-30, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
INNOXCorporation 088390 | +29.9% | 13,630 | ★ |
SeAH Besteel Holdings 001430 | +14.9% | 81,500 | |
Doosan Bobcat 241560 | +12.5% | 64,900 | |
Hanwha Vision 489790 | +12.3% | 63,900 | |
Kolon 002020 | +12.2% | 69,900 | |
LS 006260 | +9.6% | 215,500 | |
Korea Investment Holdings 071050 | +9.4% | 218,500 | |
Noroo Holdings 000320 | +8.7% | 21,950 | |
HDC Holdings 012630 | +8.6% | 21,000 | |
Harim Holdings 003380 | +8.5% | 15,090 |
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8. Semiconductor Materials & Components (7 days running)
- Episode: started 2026-01-26, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
KX Hitech 052900 | +19.6% | 1,315 | ★ |
WONIK Materials 104830 | +17.9% | 44,200 | |
Hanyang Digitech 078350 | +14.2% | 29,700 | |
CMTX 388210 | +12.8% | 138,800 | |
KnJ 272110 | +12.4% | 29,050 | |
HLB innoVation 024850 | +11.7% | 2,865 | |
Semcns 252990 | +10.5% | 11,140 | |
Micro Contact Solution 098120 | +9.4% | 21,500 | |
ISC 095340 | +9.1% | 149,700 | |
Hansol Chemical 014680 | +8.8% | 297,500 |
Closing Thoughts
In the SpaceX theme, Mirae Asset Venture Investment rose 30.0% as headlines cited a SpaceX-xAI merger. The next sessions will show whether the theme’s streak of 4 extends.
Space & Aerospace (Nuri Rocket, Satellites), also on a streak of 4, posted an average change of 15.22%. The open question is whether gains this broad continue after Feb 3.