Feb 26: 8 Strong Themes — Semiconductor Equipment, 5G
8 strong themes — 3 running · 5 recurred. Top: Semiconductor Equipment +19.3%.
Strong themes8
Top change+19.3%
LeaderPemtron
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 | Pemtron | +29.84% | |
| 5G | Kostecsys | +25.07% | |
| OLED Displays | Charm Engineering | +8.52% | |
| Securities Brokers | Yuhwa Securities | +6.84% | |
| Semiconductor Materials & Components | Ji-tech | +12.72% | |
| Telecom Equipment | Oneul E&m | +12.60% | |
| STO (Security Token Offering) | SK Securities | +18.98% | |
| Semiconductor Majors (Fabrication) | SK hynix | +7.96% |
On 2026-02-26, Semiconductor Equipment led with an average change of 19.32%, and all 10 of its stocks rose. The theme has now run for 4 straight sessions.
Pemtron led the group with a 29.84% gain, and HANMI Semiconductor added 28.44%. News reports that day tied Pemtron’s move to expected demand for HBM inspection equipment.
5G returned after a 36-day gap with an average change of 12.45%. Securities Brokers rose for a second straight day, and SK Securities gained 18.98%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 4 days running | +19.3% | 10/10 | Pemtron |
| 2 | 5G | recurred after 36 days | +12.4% | 10/10 | Kostecsys |
| 3 | OLED Displays | recurred after 22 days | +9.1% | 10/10 | Charm Engineering |
| 4 | Securities Brokers | 2 days running | +8.5% | 10/10 | Yuhwa Securities |
| 5 | Semiconductor Materials & Components | recurred after 2 days | +8.2% | 10/10 | Ji-tech |
| 6 | Telecom Equipment | recurred after 36 days | +7.1% | 9/9 | Oneul E&m |
| 7 | STO (Security Token Offering) | recurred after 13 days | +6.6% | 10/10 | SK Securities |
| 8 | Semiconductor Majors (Fabrication) | 4 days running | +6.2% | 3/3 | SK hynix |
Theme by Theme
1. Semiconductor Equipment (4 days running)
- Episode: started 2026-02-23, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Pemtron 168360 | +29.8% | 31,550 | ★ |
N2tech 227950 | +29.8% | 601 | |
HANMI Semiconductor 042700 | +28.4% | 275,500 | |
Systems Technology 039440 | +19.6% | 40,800 | |
Auros Technology 322310 | +18.5% | 29,150 | |
SFA Semicon 036540 | +16.3% | 8,340 | |
Hanwha Vision 489790 | +13.5% | 86,000 | |
EO Technics 039030 | +12.6% | 421,000 | |
Gigalane 049080 | +12.3% | 492 | |
EugeneTechnology 084370 | +12.3% | 137,700 |
Related news
- [특징주] 펨트론, HBM 검사장비 수요 확대 기대감에 상한가 직행 — 아주경제 (Korean)
- 펨트론, 상한가…적층 메모리 모두 대응 유일 장비사 호평[특징주] — 이데일리 (Korean)
- [특징주] 펨트론, 상한가 직행…반도체 검사장비 수요 확대 예상 — EBN (Korean)
2. 5G (recurred after 36 days)
- Episode: started 2026-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Namu Ax 242040 | +25.1% | 5,950 | |
Kostecsys 355150 | +25.1% | 21,700 | ★ |
HFR 230240 | +15.8% | 18,570 | |
Oneul E&m 192410 | +12.6% | 1,162 | |
Gigalane 049080 | +12.3% | 492 | |
LG Electronics 066570 | +10.1% | 146,700 | |
Samsung Electronics 005930 | +7.1% | 218,000 | |
Seojin System 178320 | +6.2% | 39,100 | |
OptiCore 380540 | +5.8% | 4,190 | |
OE Solutions 138080 | +4.4% | 19,990 |
3. OLED Displays (recurred after 22 days)
- Episode: started 2026-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DONGAELTEKCo 088130 | +20.0% | 11,050 | |
Wonik IPS 240810 | +10.2% | 126,500 | |
LG Electronics 066570 | +10.1% | 146,700 | |
Philoptics 161580 | +9.2% | 54,600 | |
Charm Engineering 009310 | +8.5% | 1,312 | ★ |
Samsung Electronics 005930 | +7.1% | 218,000 | |
LG Display 034220 | +7.0% | 15,850 | |
Jusung Engineering 036930 | +6.9% | 56,100 | |
Dit 110990 | +6.0% | 23,700 | |
FNS Tech 083500 | +5.6% | 17,630 |
Related news
- [급등락주 짚어보기] 로보틱스 모듈·반도체 장비 기대감↑…참엔지니어링·계양전기 ‘上’ — 이투데이 (Korean)
4. Securities Brokers (2 days running)
- Episode: started 2026-02-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sangsangininvestment&securities 001290 | +29.9% | 1,558 | |
SK Securities 001510 | +19.0% | 2,150 | |
Yuhwa Securities 003460 | +6.8% | 4,060 | ★ |
Korea Asset Investment Securities 190650 | +6.0% | 10,290 | |
Daol Investment & Securities 030210 | +5.4% | 4,880 | |
Eugene Investment & Securities 001200 | +5.0% | 5,510 | |
Hanwha Investment&securities 003530 | +4.0% | 8,530 | |
Hyundai Motor Securities 001500 | +3.7% | 13,370 | |
Yuanta Securities Korea 003470 | +2.9% | 5,390 | |
Hanyang Securities 001750 | +2.7% | 27,000 |
5. Semiconductor Materials & Components (recurred after 2 days)
- Episode: started 2026-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ji-tech 417500 | +12.7% | 4,120 | ★ |
Tokai Carbon Korea 064760 | +10.0% | 236,500 | |
Soulbrain 357780 | +9.0% | 441,000 | |
Ycchem 112290 | +8.6% | 27,650 | |
DNFCo 092070 | +7.8% | 22,800 | |
HanaMicron 067310 | +7.2% | 37,150 | |
S&S Tech 101490 | +6.6% | 93,500 | |
Kctech 281820 | +6.6% | 51,000 | |
Samt 031330 | +6.5% | 5,590 | |
Micro Contact Solution 098120 | +6.4% | 31,400 |
6. Telecom Equipment (recurred after 36 days)
- Episode: started 2026-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HFR 230240 | +15.8% | 18,570 | |
Oneul E&m 192410 | +12.6% | 1,162 | ★ |
Gigalane 049080 | +12.3% | 492 | |
Seojin System 178320 | +6.2% | 39,100 | |
OptiCore 380540 | +5.8% | 4,190 | |
OE Solutions 138080 | +4.4% | 19,990 | |
Sawnics 088280 | +3.7% | 2,060 | |
Asia Pacific Satellite lnc 211270 | +1.6% | 17,880 | |
Wooriro 046970 | +1.2% | 1,445 |
7. STO (Security Token Offering) (recurred after 13 days)
- Episode: started 2026-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Securities 001510 | +19.0% | 2,150 | ★ |
Hecto Financial 234340 | +15.6% | 27,000 | |
Itcenglobal 124500 | +7.6% | 59,200 | |
Korea Asset Investment Securities 190650 | +6.0% | 10,290 | |
Eugene Investment & Securities 001200 | +5.0% | 5,510 | |
Hanwha Investment&securities 003530 | +4.0% | 8,530 | |
Iteyes 372800 | +2.6% | 4,850 | |
Danal 064260 | +2.4% | 8,630 | |
GalaxiaMoneytree 094480 | +2.1% | 10,490 | |
Korea Information Certificate Authority 053300 | +1.5% | 6,640 |
Related news
- [특징주] 코스피 6000돌파 거래대금 폭증···SK증권ㆍ상상인증권 등 증권주↑ — 이투데이 (Korean)
- [장중수급포착] SK증권, 외국인/기관 동시 순매수… 주가 +29.77% — 뉴스핌 (Korean)
- [리포트 브리핑]코세스, ‘SOFC 증설 사이클 초입, 실적 레벨업 시작’ Not Rated - SK증권 — 뉴스핌 (Korean)
8. Semiconductor Majors (Fabrication) (4 days running)
- Episode: started 2026-02-23, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +8.0% | 1,099,000 | ★ |
Samsung Electronics 005930 | +7.1% | 218,000 | |
DB HiTek 000990 | +3.4% | 94,000 |
Related news
- “결혼자금 3억으로 삼전·SK하이닉스 샀는데…” 공무원 화제 — 한국경제 (Korean)
- ‘삼성후자’만 있나…SK하이닉스 잘나가지만 우린 ‘SK로우닉스’ — 매일경제 (Korean)
Closing Thoughts
Semiconductor Equipment and Semiconductor Majors (Fabrication) have both run for 4 days, and SK hynix rose 7.96%. The open question is whether these streaks continue.
OLED Displays returned after 22 days and STO (Security Token Offering) after 13 days. The coming sessions will show whether the gains stay this broad.