Mar 25: 8 Strong Themes — Telecom Equipment, Defense & War
8 strong themes — 6 running · 2 recurred. Top: Telecom Equipment +26.2%.
Strong themes8
Top change+26.2%
LeaderWoori-Net
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 |
|---|---|---|---|
| Telecom Equipment | Woori-Net | +30.00% | |
| Defense & War | ITM Semiconductor | +30.00% | |
| Optical Communications | Woori-Net | +30.00% | |
| SpaceX | Aju IB Investment | +29.88% | |
| Semiconductor Materials & Components | HLB innoVation | +19.25% | |
| Semiconductor Equipment | Gigalane | +29.90% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Kencoa Aerospace | +17.39% | |
| Holding Companies | Ubiquoss Holdings | +23.98% |
On Mar 25, every stock in every strong theme closed higher. Telecom Equipment led with an average change of 26.19%, and its streak reached 5.
Woori-Net rose 30.0% and led both Telecom Equipment and Optical Communications. Optical Communications posted an average change of 16.48%, extending its streak to 4.
Defense & War returned after a gap of 19 days with an average change of 16.74%, led by ITM Semiconductor at 30.0%. Holding Companies also reappeared, averaging 10.5%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Telecom Equipment | 5 days running | +26.2% | 10/10 | Woori-Net |
| 2 | Defense & War | recurred after 19 days | +16.7% | 9/9 | ITM Semiconductor |
| 3 | Optical Communications | 4 days running | +16.5% | 10/10 | Woori-Net |
| 4 | SpaceX | 2 days running | +14.2% | 10/10 | Aju IB Investment |
| 5 | Semiconductor Materials & Components | 2 days running | +13.2% | 10/10 | HLB innoVation |
| 6 | Semiconductor Equipment | 2 days running | +11.7% | 10/10 | Gigalane |
| 7 | Space & Aerospace (Nuri Rocket, Satellites) | 2 days running | +11.4% | 9/9 | Kencoa Aerospace |
| 8 | Holding Companies | recurred after 7 days | +10.5% | 10/10 | Ubiquoss Holdings |
Theme by Theme
1. Telecom Equipment (5 days running)
- Episode: started 2026-03-19, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori-Net 115440 | +30.0% | 12,870 | ★ |
Sawnics 088280 | +29.9% | 3,950 | |
Gigalane 049080 | +29.9% | 869 | |
Inno Instrument 215790 | +29.9% | 656 | |
Korea Advanced Materials 062970 | +29.9% | 3,045 | |
Wooriro 046970 | +29.8% | 5,940 | |
Fino 033790 | +23.1% | 6,060 | |
OE Solutions 138080 | +22.0% | 41,600 | |
Solid 050890 | +19.4% | 15,910 | |
LiComm 388790 | +18.0% | 5,020 |
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- 우리넷, 5G 단독망 전환·AI 트래픽 증가 수혜…목표가↑-하나 — 이데일리 (Korean)
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2. Defense & War (recurred after 19 days)
- Episode: started 2026-03-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ITM Semiconductor 084850 | +30.0% | 12,610 | ★ |
RF Systems 474610 | +21.1% | 11,020 | |
Daesung Hi-Tech 129920 | +17.7% | 13,560 | |
Kencoa Aerospace 274090 | +17.4% | 24,300 | |
RFHIC 218410 | +16.0% | 88,600 | |
RF Materials 327260 | +13.9% | 70,600 | |
Sensorview 321370 | +12.3% | 3,830 | |
Duksanhimetal 077360 | +11.2% | 12,430 | |
TAIHAN Fiberoptics 010170 | +11.2% | 9,170 |
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- 충북 상장사 엔켐·아이티엠반도체 나란히 ‘상한가’ — 중부매일 (Korean)
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3. Optical Communications (4 days running)
- Episode: started 2026-03-20, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori-Net 115440 | +30.0% | 12,870 | ★ |
Korea Advanced Materials 062970 | +29.9% | 3,045 | |
LiComm 388790 | +18.0% | 5,020 | |
RFHIC 218410 | +16.0% | 88,600 | |
Lightron Fiber-optic Devices 069540 | +15.3% | 3,020 | |
RF Materials 327260 | +13.9% | 70,600 | |
Sungho Electronics 043260 | +11.5% | 48,500 | |
Zaram Technology 389020 | +11.3% | 60,100 | |
TAIHAN Fiberoptics 010170 | +11.2% | 9,170 | |
Fiberpro 368770 | +8.0% | 23,050 |
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- 젠슨황 미래 기술로 ‘픽’ 했더니…광통신株 급등 — 머니투데이 (Korean)
- 한국첨단소재, 광통신주 기대 부각에 이틀째 ‘상한가’[특징주] — 이데일리 (Korean)
4. SpaceX (2 days running)
- Episode: started 2026-03-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Aju IB Investment 027360 | +29.9% | 8,520 | ★ |
Mirae Asset Venture Investment 100790 | +29.8% | 27,000 | |
Kencoa Aerospace 274090 | +17.4% | 24,300 | |
Sensorview 321370 | +12.3% | 3,830 | |
NanoTIM 417010 | +11.9% | 11,490 | |
Mirae Asset Securities 006800 | +10.2% | 67,300 | |
Yjlink 209640 | +9.7% | 4,945 | |
HVM 295310 | +7.5% | 112,100 | |
Sphere 347700 | +7.3% | 46,150 | |
INNOX Advanced Materials 272290 | +6.2% | 33,200 |
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5. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-03-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB innoVation 024850 | +19.2% | 5,390 | ★ |
OKins Electronics 080580 | +16.8% | 21,300 | |
Hanyang Digitech 078350 | +14.7% | 30,100 | |
FNS Tech 083500 | +14.4% | 18,640 | |
LTC 170920 | +13.3% | 34,400 | |
Mecaro 241770 | +12.2% | 37,250 | |
Duksanhimetal 077360 | +11.2% | 12,430 | |
HanaMicron 067310 | +10.9% | 36,200 | |
Nepes 033640 | +10.1% | 20,300 | |
Haesung DS 195870 | +9.6% | 60,300 |
6. Semiconductor Equipment (2 days running)
- Episode: started 2026-03-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Gigalane 049080 | +29.9% | 869 | ★ |
Protec 053610 | +14.4% | 62,000 | |
Hanwha Vision 489790 | +11.7% | 92,700 | |
HanaMicron 067310 | +10.9% | 36,200 | |
Tfe 425420 | +8.8% | 66,500 | |
Dawon Nexview 323350 | +8.8% | 12,510 | |
Tes 095610 | +8.6% | 68,400 | |
Hanyang Eng 045100 | +8.4% | 34,300 | |
GigaVis 420770 | +7.9% | 75,500 | |
Nepes Ark 330860 | +7.8% | 28,350 |
7. Space & Aerospace (Nuri Rocket, Satellites) (2 days running)
- Episode: started 2026-03-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +17.4% | 24,300 | ★ |
Sensorview 321370 | +12.3% | 3,830 | |
Asia Pacific Satellite lnc 211270 | +12.1% | 18,880 | |
Lumir 474170 | +11.9% | 16,630 | |
Nara Space Technology 478340 | +11.8% | 48,750 | |
Duksanhimetal 077360 | +11.2% | 12,430 | |
Firstec 010820 | +9.0% | 7,530 | |
Vitzro Nextech 488900 | +8.7% | 20,150 | |
Hanyang Eng 045100 | +8.4% | 34,300 |
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8. Holding Companies (recurred after 7 days)
- Episode: started 2026-03-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ubiquoss Holdings 078070 | +24.0% | 16,960 | ★ |
Kec Holdings 006200 | +15.7% | 1,048 | |
Hanwha Vision 489790 | +11.7% | 92,700 | |
Hyosung 004800 | +10.2% | 155,000 | |
Kolon 002020 | +9.3% | 56,200 | |
Doosan 000150 | +8.6% | 1,250,000 | |
Daeduck 008060 | +7.3% | 14,860 | |
INNOXCorporation 088390 | +6.7% | 12,990 | |
Huons Global 084110 | +6.2% | 70,200 | |
SeAH Besteel Holdings 001430 | +5.2% | 72,500 |
Closing Thoughts
SpaceX extended its streak to 2 with an average change of 14.21%, led by Aju IB Investment at 29.88%. Mirae Asset Venture Investment added 29.81%.
Both semiconductor themes also reached a streak of 2, averaging 13.25% and 11.7%. The next sessions will show whether Telecom Equipment extends its streak of 5.