Feb 9: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Equipment +19.8%.
Strong themes8
Top change+19.8%
LeaderImt
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 | Imt | +29.98% | |
| HBM (High Bandwidth Memory) | Imt | +29.98% | |
| Beauty & Cosmetics | NFC | +30.00% | |
| Semiconductor Materials & Components | Welkeeps Hitech | +29.99% | |
| Solar | UniTest | +22.71% | |
| Holding Companies | AMOREPACIFIC Holdings | +14.78% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Intellian Technologies | +29.96% | |
| Power Equipment | VitzroSys | +21.22% |
On 2026-02-09, chip stocks led the board. Semiconductor Equipment posted an average change of 19.75%, with all 10 of its stocks closing higher.
HBM (High Bandwidth Memory) followed at 17.35%, and Semiconductor Materials & Components averaged 14.21%. Imt led both chip themes with a 29.98% rise.
Outside chips, Beauty & Cosmetics averaged 15.86%, led by NFC at 30.0%. Every stock in all eight strong themes closed higher on the day.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 6 days | +19.8% | 10/10 | Imt |
| 2 | HBM (High Bandwidth Memory) | recurred after 6 days | +17.4% | 10/10 | Imt |
| 3 | Beauty & Cosmetics | recurred after 11 days | +15.9% | 10/10 | NFC |
| 4 | Semiconductor Materials & Components | recurred after 6 days | +14.2% | 10/10 | Welkeeps Hitech |
| 5 | Solar | 2 days running | +13.7% | 10/10 | UniTest |
| 6 | Holding Companies | recurred after 5 days | +11.3% | 10/10 | AMOREPACIFIC Holdings |
| 7 | Space & Aerospace (Nuri Rocket, Satellites) | 2 days running | +10.8% | 9/9 | Intellian Technologies |
| 8 | Power Equipment | recurred after 6 days | +10.4% | 10/10 | VitzroSys |
Theme by Theme
1. Semiconductor Equipment (recurred after 6 days)
- Episode: started 2026-02-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Imt 451220 | +30.0% | 13,050 | ★ |
Laserssel 412350 | +29.9% | 3,280 | |
Di 003160 | +25.5% | 37,200 | |
UniTest 086390 | +22.7% | 21,400 | |
YC 232140 | +16.8% | 21,950 | |
Device 187870 | +15.5% | 20,900 | |
Rorze Systems 071280 | +15.4% | 11,040 | |
Dawon Nexview 323350 | +15.2% | 11,250 | |
VM 089970 | +14.3% | 31,150 | |
Advanced Process Systems 265520 | +12.4% | 24,550 |
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2. HBM (High Bandwidth Memory) (recurred after 6 days)
- Episode: started 2026-02-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Imt 451220 | +30.0% | 13,050 | ★ |
Laserssel 412350 | +29.9% | 3,280 | |
Di 003160 | +25.5% | 37,200 | |
UniTest 086390 | +22.7% | 21,400 | |
YC 232140 | +16.8% | 21,950 | |
Openedges Technology 394280 | +13.3% | 16,150 | |
Quality Reliability Technology 405100 | +10.8% | 19,540 | |
Systems Technology 039440 | +8.6% | 36,500 | |
Yest 122640 | +8.1% | 23,900 | |
Kctech 281820 | +7.8% | 50,500 |
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3. Beauty & Cosmetics (recurred after 11 days)
- Episode: started 2026-02-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NFC 265740 | +30.0% | 7,150 | ★ |
Organic Tea Cosmetics Holdings 900300 | +29.8% | 170 | |
Amorepacific 090430 | +20.2% | 165,100 | |
Able C&C 078520 | +15.6% | 11,810 | |
AMOREPACIFIC Holdings 002790 | +14.8% | 34,950 | |
VT 018290 | +11.1% | 20,950 | |
Genic 123330 | +10.1% | 25,700 | |
Pharmicell 005690 | +9.9% | 14,710 | |
Hyundai Bioscience 048410 | +9.4% | 10,370 | |
Cell Bio Human Tech 318160 | +7.8% | 8,680 |
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4. Semiconductor Materials & Components (recurred after 6 days)
- Episode: started 2026-02-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Welkeeps Hitech 043590 | +30.0% | 1,023 | ★ |
KnJ 272110 | +17.2% | 37,750 | |
Hansol IONES 114810 | +15.9% | 13,950 | |
LTC 170920 | +15.3% | 28,950 | |
Fine Semitech 036810 | +12.3% | 45,050 | |
OKins Electronics 080580 | +11.4% | 16,200 | |
INNOX Advanced Materials 272290 | +11.1% | 42,050 | |
Hanyang Digitech 078350 | +10.9% | 29,500 | |
S&S Tech 101490 | +9.8% | 93,700 | |
Mi 059090 | +8.1% | 18,350 |
5. Solar (2 days running)
- Episode: started 2026-02-06, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
DaejooElectronicMaterials 078600 | +27.4% | 91,100 | |
UniTest 086390 | +22.7% | 21,400 | ★ |
Advanced Nano Products 121600 | +14.7% | 73,500 | |
Hanwha Solutions 009830 | +13.6% | 47,700 | |
SK eternix 475150 | +12.2% | 22,600 | |
Jusung Engineering 036930 | +10.3% | 51,900 | |
Shinsung E&g 011930 | +9.8% | 2,420 | |
Makus 093520 | +8.8% | 24,000 | |
RS Automation 140670 | +8.6% | 27,200 | |
LS ELECTRIC 010120 | +8.6% | 646,000 |
6. Holding Companies (recurred after 5 days)
- Episode: started 2026-02-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CoAsia 045970 | +17.6% | 6,540 | |
AMOREPACIFIC Holdings 002790 | +14.8% | 34,950 | ★ |
INNOXCorporation 088390 | +14.6% | 16,850 | |
Soulbrain Holdings 036830 | +14.2% | 55,500 | |
SK Square 402340 | +9.5% | 563,000 | |
Woongjin 016880 | +9.0% | 2,420 | |
Korea Investment Holdings 071050 | +8.8% | 223,500 | |
Harim Holdings 003380 | +8.4% | 16,750 | |
Hyosung 004800 | +8.1% | 151,400 | |
Samsung C&T 028260 | +7.9% | 312,500 |
7. Space & Aerospace (Nuri Rocket, Satellites) (2 days running)
- Episode: started 2026-02-06, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Intellian Technologies 189300 | +30.0% | 128,400 | ★ |
INNOX Advanced Materials 272290 | +11.1% | 42,050 | |
Green Optics 0015G0 | +10.8% | 41,200 | |
Lumir 474170 | +9.7% | 21,350 | |
SatrecInitiative 099320 | +9.6% | 205,000 | |
Taewoong 044490 | +8.4% | 30,800 | |
Kencoa Aerospace 274090 | +6.2% | 26,700 | |
Fiberpro 368770 | +5.8% | 15,920 | |
Contec 451760 | +5.5% | 21,950 |
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8. Power Equipment (recurred after 6 days)
- Episode: started 2026-02-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
VitzroSys 054220 | +21.2% | 577 | ★ |
Iljin Electric 103590 | +12.7% | 71,800 | |
Sanil Electric 062040 | +11.9% | 159,500 | |
HD Hyundai Electric 267260 | +11.1% | 933,000 | |
LS ELECTRIC 010120 | +8.6% | 646,000 | |
Bosung Power Technology 006910 | +8.5% | 8,270 | |
Hyosung Heavy Industries 298040 | +8.4% | 2,396,000 | |
Cheryong Electric 033100 | +8.0% | 62,200 | |
Doosan Enerbility 034020 | +7.2% | 95,400 | |
Gaon Cable 000500 | +6.0% | 87,800 |
Closing Thoughts
Solar and Space & Aerospace (Nuri Rocket, Satellites) were the only themes on a 2-day streak. The other themes came back after gaps of 5 to 11 days.
Intellian Technologies rose 29.96% on Feb 9 alongside news of a record annual operating profit. The next question is whether Power Equipment, at 10.36%, keeps moving after a single day.