Jun 18: 3 Strong Themes — MLCC (Multilayer Ceramic Capacitors), Nuclear
3 strong themes — 3 recurred. Top: MLCC (Multilayer Ceramic Capacitors) +13.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| MLCC (Multilayer Ceramic Capacitors) | Samwha Capacitor | +25.56% | |
| Nuclear | Seojeon Electric Machinery | +29.98% | |
| Semiconductor Majors (Fabrication) | SK hynix | +6.51% |
On Jun 18, MLCC (Multilayer Ceramic Capacitors) led the session with an average change of 13.41%. All 9 stocks in the theme closed higher.
HanWool Semiconductor jumped 29.95%, while leader Samwha Capacitor gained 25.56%. Samsung Electro-mechanics added 8.27%.
Nuclear followed with an average change of 5.74%, led by Seojeon Electric Machinery at 29.98%. Semiconductor Majors (Fabrication) averaged 5.56%, with SK hynix up 6.51%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | MLCC (Multilayer Ceramic Capacitors) | recurred after 20 days | +13.4% | 9/9 | Samwha Capacitor |
| 2 | Nuclear | recurred after 2 days | +5.7% | 7/7 | Seojeon Electric Machinery |
| 3 | Semiconductor Majors (Fabrication) | recurred after 3 days | +5.6% | 2/2 | SK hynix |
Theme by Theme
1. MLCC (Multilayer Ceramic Capacitors) (recurred after 20 days)
- Episode: started 2026-06-18, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HanWool Semiconductor 320000 | +29.9% | 13,710 | |
Samwha Capacitor 001820 | +25.6% | 190,100 | ★ |
Avatec 149950 | +14.8% | 16,210 | |
Korchip 126730 | +13.2% | 25,700 | |
Gis 306620 | +12.8% | 2,855 | |
Hanchem 457370 | +9.8% | 15,200 | |
Samsung Electro-mechanics 009150 | +8.3% | 2,200,000 | |
Amotech 052710 | +4.6% | 31,900 | |
Onejoon 382840 | +1.7% | 7,340 |
Related news
- [특징주]한울반도체·삼성전기 등 MLCC 관련주 강세 — 남도일보 (Korean)
- [특징주] MLCC 관련주, AI 수요 폭증에 강세···삼성전기 7%ㆍ한울반도체 上 — 이투데이 (Korean)
- [특징주] 삼성전기, MLCC·ABF 기판 쌍끌이 호황에 ‘사상 최고가’ — 메트로경제 (Korean)
2. Nuclear (recurred after 2 days)
- Episode: started 2026-06-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seojeon Electric Machinery 189860 | +30.0% | 6,720 | ★ |
Kangwon Energy 114190 | +6.3% | 10,950 | |
Hanshin Machinery 011700 | +1.9% | 2,985 | |
KEPCO Engineering & Construction Company 052690 | +1.0% | 136,700 | |
Geumhwa PSC 036190 | +0.5% | 32,600 | |
BMTCo 086670 | +0.3% | 17,760 | |
HRS 036640 | +0.2% | 4,810 |
Related news
- 신규원전 후보 부지 선정에 원전株↑…서전기전 상한가[특징주] — 이데일리 (Korean)
3. Semiconductor Majors (Fabrication) (recurred after 3 days)
- Episode: started 2026-06-18, day 5
Closing Thoughts
MLCC (Multilayer Ceramic Capacitors) came back after a gap of 20 days. News headlines that day linked the move to surging AI demand.
Nuclear came back after a gap of 2 days, and headlines pointed to the selection of candidate sites for new reactors. Semiconductor Majors (Fabrication) came back after a gap of 3 days.