Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
8 strong themes — 2 running · 6 recurred. Top: Construction Majors +23.9%.
Strong themes8
Top change+23.9%
LeaderDaewoo Engineering & Construction
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 |
|---|---|---|---|
| Construction Majors | Daewoo Engineering & Construction | +29.97% | |
| Semiconductor Equipment | Hmnex | +24.39% | |
| Semiconductor Materials & Components | MKElectron | +26.77% | |
| Construction Equipment | Soosan Cebotics | +29.81% | |
| Holding Companies | Ubiquoss Holdings | +14.42% | |
| iPhone Supply Chain | ITM Semiconductor | +29.97% | |
| Power Equipment | Bosung Power Technology | +13.54% | |
| Securities Brokers | KIWOOM Securities | +12.21% |
On 2026-04-08, every stock across the session’s strong themes closed higher. Construction Majors led with an average change of 23.91%, with all 5 of its stocks up.
Daewoo Engineering & Construction led that group with a 29.97% gain, the theme’s top mover. GS Engineering & Construction followed at 29.86%.
Chip names extended their run: Semiconductor Equipment and Semiconductor Materials & Components each logged a streak of 4, averaging 15.53% and 13.77%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Construction Majors | recurred after 2 days | +23.9% | 5/5 | Daewoo Engineering & Construction |
| 2 | Semiconductor Equipment | 4 days running | +15.5% | 10/10 | Hmnex |
| 3 | Semiconductor Materials & Components | 4 days running | +13.8% | 10/10 | MKElectron |
| 4 | Construction Equipment | recurred after 2 days | +13.3% | 10/10 | Soosan Cebotics |
| 5 | Holding Companies | recurred after 7 days | +13.1% | 10/10 | Ubiquoss Holdings |
| 6 | iPhone Supply Chain | recurred after 19 days | +12.2% | 10/10 | ITM Semiconductor |
| 7 | Power Equipment | recurred after 14 days | +10.7% | 10/10 | Bosung Power Technology |
| 8 | Securities Brokers | recurred after 7 days | +10.6% | 10/10 | KIWOOM Securities |
Theme by Theme
1. Construction Majors (recurred after 2 days)
- Episode: started 2026-04-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +30.0% | 22,550 | ★ |
GS Engineering & Construction 006360 | +29.9% | 37,400 | |
DL E&c 375500 | +25.9% | 95,200 | |
Hyundai Engineering & Construction 000720 | +21.0% | 188,700 | |
Samsung C&T 028260 | +12.8% | 309,000 |
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2. Semiconductor Equipment (4 days running)
- Episode: started 2026-04-03, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Hmnex 036170 | +24.4% | 4,845 | ★ |
Device 187870 | +22.1% | 25,400 | |
Yest 122640 | +17.9% | 22,600 | |
Intekplus 064290 | +15.7% | 22,950 | |
Wonik Holdings 030530 | +13.3% | 29,350 | |
Justem 417840 | +13.1% | 6,640 | |
Nextin 348210 | +12.6% | 74,000 | |
PSK Holdings 031980 | +12.5% | 107,400 | |
Jusung Engineering 036930 | +12.4% | 68,000 | |
Auros Technology 322310 | +11.3% | 33,550 |
3. Semiconductor Materials & Components (4 days running)
- Episode: started 2026-04-03, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
MKElectron 033160 | +26.8% | 20,600 | ★ |
OKins Electronics 080580 | +16.3% | 20,450 | |
S&S Tech 101490 | +15.0% | 90,700 | |
Doosan 000150 | +14.8% | 1,204,000 | |
Samt 031330 | +12.6% | 5,830 | |
CMTX 388210 | +11.1% | 128,000 | |
FNS Tech 083500 | +10.9% | 16,990 | |
HVM 295310 | +10.3% | 86,000 | |
Ycchem 112290 | +10.2% | 23,700 | |
Hanyang Digitech 078350 | +9.8% | 29,050 |
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4. Construction Equipment (recurred after 2 days)
- Episode: started 2026-04-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Soosan Cebotics 017550 | +29.8% | 2,700 | ★ |
Junjin Construction & Robot 079900 | +25.9% | 73,000 | |
DaedongMetal 020400 | +13.5% | 11,330 | |
Jinsung T.e.c 036890 | +13.1% | 17,900 | |
DAEMO Engineering 317850 | +12.4% | 9,670 | |
HD Construction Equipment 267270 | +8.9% | 160,900 | |
Hyundai Everdigm 041440 | +8.1% | 9,300 | |
DY Power 210540 | +7.2% | 14,990 | |
Haein 003010 | +7.2% | 5,990 | |
Doosan Bobcat 241560 | +7.1% | 66,200 |
5. Holding Companies (recurred after 7 days)
- Episode: started 2026-04-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
APS 054620 | +19.9% | 8,250 | |
SK Square 402340 | +15.8% | 578,000 | |
Doosan 000150 | +14.8% | 1,204,000 | |
Ubiquoss Holdings 078070 | +14.4% | 17,300 | ★ |
Wonik Holdings 030530 | +13.3% | 29,350 | |
Samsung C&T 028260 | +12.8% | 309,000 | |
Korea Investment Holdings 071050 | +12.2% | 239,000 | |
LS 006260 | +9.8% | 287,000 | |
SK 034730 | +9.4% | 342,000 | |
CoAsia 045970 | +8.9% | 4,870 |
6. iPhone Supply Chain (recurred after 19 days)
- Episode: started 2026-04-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ITM Semiconductor 084850 | +30.0% | 14,920 | ★ |
YMT 251370 | +24.4% | 17,820 | |
SK hynix 000660 | +12.8% | 1,033,000 | |
Samsung Electro-mechanics 009150 | +12.5% | 514,000 | |
BHCo 090460 | +8.0% | 22,400 | |
LG Display 034220 | +7.5% | 12,110 | |
Samsung Electronics 005930 | +7.1% | 210,500 | |
INNOX Advanced Materials 272290 | +7.0% | 31,150 | |
LG Innotek 011070 | +6.6% | 347,000 | |
LG Chem 051910 | +6.5% | 344,500 |
7. Power Equipment (recurred after 14 days)
- Episode: started 2026-04-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bosung Power Technology 006910 | +13.5% | 10,230 | ★ |
Hyosung Heavy Industries 298040 | +12.3% | 2,930,000 | |
Dawon Cable 006340 | +12.2% | 5,630 | |
Taihan Cable & Solution 001440 | +11.6% | 31,400 | |
Korea Electric Power 015760 | +10.0% | 43,900 | |
HD Hyundai Electric 267260 | +10.0% | 980,000 | |
LS 006260 | +9.8% | 287,000 | |
Sanil Electric 062040 | +9.7% | 147,000 | |
Iljin Electric 103590 | +9.6% | 80,000 | |
TC Materials 125020 | +8.3% | 5,000 |
8. Securities Brokers (recurred after 7 days)
- Episode: started 2026-04-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinyoung Securities 001720 | +12.9% | 208,500 | |
KIWOOM Securities 039490 | +12.2% | 459,500 | ★ |
Korea Investment Holdings 071050 | +12.2% | 239,000 | |
NH Investment & Securities 005940 | +10.8% | 33,850 | |
Sangsangininvestment&securities 001290 | +10.4% | 1,132 | |
Mirae Asset Securities 006800 | +10.1% | 67,700 | |
Eugene Investment & Securities 001200 | +9.8% | 4,990 | |
Samsung Securities 016360 | +9.7% | 104,400 | |
Hanwha Investment&securities 003530 | +9.4% | 7,200 | |
DB Securities 016610 | +8.3% | 13,160 |
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Closing Thoughts
Five themes returned after a pause: Construction Equipment, Holding Companies, iPhone Supply Chain, Power Equipment and Securities Brokers. Gaps ran from 2 to 19 days.
The next sessions will show whether these 1-day episodes extend, as the chip themes’ streak of 4 has. Several names, including Samsung C&T and Doosan, appeared in more than one theme.