Feb 19: 8 Strong Themes — Securities Brokers, Semiconductor Equipment
8 strong themes — 2 running · 6 recurred. Top: Securities Brokers +24.5%.
Strong themes8
Top change+24.5%
LeaderSangsangininvestment&securities
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 |
|---|---|---|---|
| Securities Brokers | Sangsangininvestment&securities | +29.98% | |
| Semiconductor Equipment | Asflow | +29.94% | |
| Pharma | Bukwang Pharmaceutical Ind | +28.04% | |
| Space Solar & Perovskite | Sunic System | +28.50% | |
| Semiconductor Materials & Components | Micro Contact Solution | +22.03% | |
| Auto Parts | Hanon Systems | +18.16% | |
| Nuclear | Iljin Power | +13.94% | |
| MLCC (Multilayer Ceramic Capacitors) | Samsung Electro-mechanics | +15.67% |
On Feb 19, all eight strong themes finished with every member stock higher. Securities Brokers led with an average change of 24.53%, and all 10 of its stocks rose.
Brokers are on a 3-day streak, and news cited a KRX securities index up 95% since the start of the year. Sangsangininvestment&securities led the group at 29.98%.
Chip stocks rallied too, with Semiconductor Equipment averaging 15.35% as Asflow rose 29.94%. Pharma averaged 15.31%, with Kwangdong Pharmaceutical up 29.87%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Securities Brokers | 3 days running | +24.5% | 10/10 | Sangsangininvestment&securities |
| 2 | Semiconductor Equipment | recurred after 7 days | +15.3% | 9/9 | Asflow |
| 3 | Pharma | recurred after 8 days | +15.3% | 10/10 | Bukwang Pharmaceutical Ind |
| 4 | Space Solar & Perovskite | recurred after 10 days | +12.5% | 10/10 | Sunic System |
| 5 | Semiconductor Materials & Components | recurred after 7 days | +11.6% | 10/10 | Micro Contact Solution |
| 6 | Auto Parts | recurred after 9 days | +11.2% | 10/10 | Hanon Systems |
| 7 | Nuclear | 2 days running | +9.3% | 10/10 | Iljin Power |
| 8 | MLCC (Multilayer Ceramic Capacitors) | recurred after 10 days | +8.7% | 9/9 | Samsung Electro-mechanics |
Theme by Theme
1. Securities Brokers (3 days running)
- Episode: started 2026-02-12, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Sangsangininvestment&securities 001290 | +30.0% | 1,175 | ★ |
SK Securities 001510 | +30.0% | 1,579 | |
Korea Asset Investment Securities 190650 | +29.9% | 11,330 | |
Hanwha Investment&securities 003530 | +29.9% | 9,560 | |
Hyundai Motor Securities 001500 | +29.2% | 13,800 | |
Eugene Investment & Securities 001200 | +25.3% | 5,990 | |
Daol Investment & Securities 030210 | +20.9% | 5,370 | |
NH Investment & Securities 005940 | +18.9% | 36,750 | |
Yuanta Securities Korea 003470 | +16.7% | 5,880 | |
Mirae Asset Securities 006800 | +14.4% | 70,500 |
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- 글로벌 악재에도 반도체·증권株 랠리…기관 7거래일간 8조 사들여 상승 견인 — 서울경제 (Korean)
- 상법 개정 기대에 증권주 랠리…KRX 증권지수, 연초 대비 95% 급등 — 디지털타임스 (Korean)
2. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2026-02-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Asflow 159010 | +29.9% | 6,770 | ★ |
PSK Holdings 031980 | +21.1% | 89,500 | |
EugeneTechnology 084370 | +18.8% | 133,000 | |
N2tech 227950 | +12.6% | 473 | |
Dawon Nexview 323350 | +12.2% | 14,600 | |
UniTest 086390 | +11.8% | 22,700 | |
Techwing 089030 | +11.5% | 46,950 | |
Gis 306620 | +10.1% | 2,615 | |
YC 232140 | +10.1% | 22,350 |
Related news
- [특징주] 반도체株 랠리…‘아스플로·마이크로컨텍솔’ 강세 — 뉴스핌 (Korean)
3. Pharma (recurred after 8 days)
- Episode: started 2026-02-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kwangdong Pharmaceutical 009290 | +29.9% | 8,000 | |
Bukwang Pharmaceutical Ind 003000 | +28.0% | 5,480 | ★ |
Sam Chun Dang Pharm 000250 | +19.4% | 639,000 | |
Cellbion 308430 | +18.9% | 39,400 | |
DongKookPharmaceutical 086450 | +14.9% | 20,800 | |
Boryung 003850 | +12.9% | 10,680 | |
Ilsung Is 003120 | +8.9% | 26,350 | |
Choolip & Sciences 291650 | +8.3% | 1,191 | |
Wsi 299170 | +6.1% | 3,375 | |
Samil Pharmaceutical 000520 | +5.8% | 11,090 |
Related news
- [장중수급포착] 부광약품, 외국인/기관 동시 순매수… 주가 +19.86% — 뉴스핌 (Korean)
4. Space Solar & Perovskite (recurred after 10 days)
- Episode: started 2026-02-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sunic System 171090 | +28.5% | 128,500 | ★ |
Hanwha Solutions 009830 | +27.4% | 58,500 | |
LK Chem 489500 | +15.4% | 49,500 | |
UniTest 086390 | +11.8% | 22,700 | |
HD Hyundai Energy Solutions 322000 | +10.1% | 89,600 | |
DaejooElectronicMaterials 078600 | +9.5% | 94,700 | |
Mecaro 241770 | +7.0% | 25,150 | |
Yas 255440 | +6.7% | 12,030 | |
Sukgyung AT 357550 | +4.6% | 59,300 | |
Korea Electric Power 015760 | +3.9% | 62,100 |
Related news
- “선익시스템, 태양전지 증착 기술 보유” 증권가 호평…14% ↑[특징주] — 이데일리 (Korean)
- [특징주] 선익시스템, 페로브스카이트 태양전지 증착 기술 보유 부각에 상승세 — 이투데이 (Korean)
- [장중수급포착] 선익시스템, 외국인/기관 동시 순매수… 주가 +21.80% — 뉴스핌 (Korean)
5. Semiconductor Materials & Components (recurred after 7 days)
- Episode: started 2026-02-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Micro Contact Solution 098120 | +22.0% | 31,300 | ★ |
LK Chem 489500 | +15.4% | 49,500 | |
KX Hitech 052900 | +11.4% | 1,485 | |
KnJ 272110 | +11.4% | 35,250 | |
Duksanhimetal 077360 | +10.8% | 11,550 | |
ISC 095340 | +10.7% | 189,000 | |
WONIK QnC 074600 | +10.2% | 31,950 | |
OKins Electronics 080580 | +9.7% | 16,550 | |
Worldexindustry&trading 101160 | +7.7% | 28,600 | |
Mecaro 241770 | +7.0% | 25,150 |
Related news
- [특징주] 반도체株 랠리…‘아스플로·마이크로컨텍솔’ 강세 — 뉴스핌 (Korean)
- [장중수급포착] 마이크로컨텍솔, 외국인/기관 동시 순매수… 주가 +21.64% — 뉴스핌 (Korean)
6. Auto Parts (recurred after 9 days)
- Episode: started 2026-02-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanon Systems 018880 | +18.2% | 5,270 | ★ |
Neotechnicalsystem 085910 | +12.7% | 15,260 | |
Sambo Motors 053700 | +12.1% | 8,060 | |
Pim Korea 448900 | +11.8% | 80,200 | |
GH Advanced Materials 130500 | +11.2% | 2,830 | |
Derkwoo Electronics 263600 | +10.1% | 5,650 | |
Youngwire 012160 | +9.2% | 560 | |
Sewon Precision Industry 021820 | +9.0% | 15,370 | |
Dual 016740 | +9.0% | 4,605 | |
Hwashin 010690 | +8.6% | 11,590 |
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- [장중수급포착] 한온시스템, 외국인/기관 동시 순매수… 주가 +16.48% — 뉴스핌 (Korean)
7. Nuclear (2 days running)
- Episode: started 2026-02-13, day 11
| Stock | Change | Close | Leader |
|---|---|---|---|
Sung Kwang Bend 014620 | +16.8% | 40,000 | |
Iljin Power 094820 | +13.9% | 19,700 | ★ |
Bhi 083650 | +10.2% | 83,000 | |
Hyundai Engineering & Construction 000720 | +8.8% | 124,300 | |
Daewoo Engineering & Construction 047040 | +8.6% | 7,930 | |
T. K 023160 | +7.8% | 31,300 | |
Kumyang Green Power 282720 | +7.2% | 13,020 | |
Samyoung M-tek C0 054540 | +7.2% | 14,280 | |
DK-Lok 105740 | +6.5% | 11,200 | |
KEPCO Plant Service & Engineering 051600 | +6.3% | 62,000 |
8. MLCC (Multilayer Ceramic Capacitors) (recurred after 10 days)
- Episode: started 2026-02-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Electro-mechanics 009150 | +15.7% | 358,000 | ★ |
Samwha Capacitor 001820 | +13.8% | 41,650 | |
Gis 306620 | +10.1% | 2,615 | |
Avatec 149950 | +9.9% | 10,800 | |
DaejooElectronicMaterials 078600 | +9.5% | 94,700 | |
Korchip 126730 | +6.4% | 18,190 | |
Onejoon 382840 | +4.9% | 10,320 | |
Amotech 052710 | +4.0% | 10,530 | |
Cosmo Advanced Materials & Technology 005070 | +3.6% | 54,600 |
Related news
- 삼성전기, AI용 MLCC 가격 인상 가능성에 13%대 급등 — 머니투데이 (Korean)
- [특징주]‘MLCC 가격 인상 가능성’ 삼성전기 14%대↑ — 아시아경제 (Korean)
- [ET특징주]삼성전기, 무라타 MLCC 가격 인상 시사에 상승세 — 전자신문 (Korean)
Closing Thoughts
Six themes, including Space Solar & Perovskite, came back for a single day after gaps of 7 to 10 days. It is still unclear whether they will show up again in the next session.
Nuclear reached a 2-day streak with an average change of 9.34%. In MLCC, news linked Samsung Electro-mechanics’ 15.67% gain to possible MLCC price increases.