Jun 25: 8 Strong Themes — Solar, Semiconductor Equipment
8 strong themes — 1 running · 7 recurred. Top: Solar +17.6%.
Strong themes8
Top change+17.6%
LeaderParu
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 |
|---|---|---|---|
| Solar | Paru | +29.94% | |
| Semiconductor Equipment | SEMI Total Solution | +29.88% | |
| Wind | SK eternix | +29.93% | |
| Semiconductor Majors (Fabrication) | SK hynix | +13.06% | |
| Beauty & Cosmetics | Biobijou | +10.31% | |
| Medical Devices | Biobijou | +10.31% | |
| SOCAMM Memory Modules | SK hynix | +13.06% | |
| Airlines & Low-Cost Carriers | Tway Holdings Incorporation | +8.96% |
On 2026-06-25, Solar led all themes with an average change of 17.62%. All 10 of its stocks rose, and leader Paru gained 29.94%.
Semiconductor Equipment posted an average change of 9.76%, led by SEMI Total Solution at 29.88%. SK hynix rose 13.06% to lead Semiconductor Majors (Fabrication).
Wind posted an average change of 9.65%, led by SK eternix at 29.93%. Biobijou led both Beauty & Cosmetics and Medical Devices, up 10.31%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | recurred after 9 days | +17.6% | 10/10 | Paru |
| 2 | Semiconductor Equipment | recurred after 3 days | +9.8% | 10/10 | SEMI Total Solution |
| 3 | Wind | recurred after 9 days | +9.7% | 10/10 | SK eternix |
| 4 | Semiconductor Majors (Fabrication) | recurred after 3 days | +7.3% | 3/3 | SK hynix |
| 5 | Beauty & Cosmetics | recurred after 8 days | +6.3% | 10/10 | Biobijou |
| 6 | Medical Devices | recurred after 34 days | +5.2% | 10/10 | Biobijou |
| 7 | SOCAMM Memory Modules | recurred after 13 days | +4.6% | 6/6 | SK hynix |
| 8 | Airlines & Low-Cost Carriers | 2 days running | +4.5% | 9/9 | Tway Holdings Incorporation |
Theme by Theme
1. Solar (recurred after 9 days)
- Episode: started 2026-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Paru 043200 | +29.9% | 842 | ★ |
SK eternix 475150 | +29.9% | 49,050 | |
Nuin Tek 012340 | +29.9% | 1,116 | |
Development Advance Solution 058730 | +29.9% | 4,105 | |
Dae Myoung Energy 389260 | +18.7% | 14,810 | |
KCC 002380 | +11.3% | 533,000 | |
Samsung C&T 028260 | +7.8% | 519,000 | |
Cnplus 115530 | +7.4% | 1,729 | |
Kumyang Green Power 282720 | +5.8% | 7,730 | |
Korea Electric Power 015760 | +5.6% | 38,800 |
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2. Semiconductor Equipment (recurred after 3 days)
- Episode: started 2026-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SEMI Total Solution 0017J0 | +29.9% | 4,890 | ★ |
Innotech 469610 | +20.9% | 16,960 | |
Justem 417840 | +16.6% | 14,310 | |
VM 089970 | +7.2% | 100,000 | |
Techwing 089030 | +4.8% | 52,300 | |
Di 003160 | +4.2% | 24,850 | |
LEENO Industrial 058470 | +4.1% | 88,700 | |
GigaVis 420770 | +3.7% | 161,500 | |
PSK Holdings 031980 | +3.5% | 127,200 | |
Wonik IPS 240810 | +2.7% | 154,700 |
3. Wind (recurred after 9 days)
- Episode: started 2026-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK eternix 475150 | +29.9% | 49,050 | ★ |
Dae Myoung Energy 389260 | +18.7% | 14,810 | |
SK oceanplant 100090 | +17.2% | 16,650 | |
Cnplus 115530 | +7.4% | 1,729 | |
Samil C&S 004440 | +6.7% | 4,835 | |
Kumyang Green Power 282720 | +5.8% | 7,730 | |
Korea Electric Power 015760 | +5.6% | 38,800 | |
Unison 018000 | +2.0% | 924 | |
LS 006260 | +1.7% | 359,500 | |
DMS 068790 | +1.5% | 4,425 |
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- [장중수급포착] SK이터닉스, 외국인 5일 연속 순매수행진… 주가 +29.93% — 뉴스핌 (Korean)
4. Semiconductor Majors (Fabrication) (recurred after 3 days)
- Episode: started 2026-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +13.1% | 2,917,000 | ★ |
Samsung Electronics 005930 | +5.3% | 358,500 | |
DB HiTek 000990 | +3.7% | 158,000 |
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5. Beauty & Cosmetics (recurred after 8 days)
- Episode: started 2026-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Manyo Factory 439090 | +12.3% | 14,360 | |
Biobijou 489460 | +10.3% | 6,100 | ★ |
New Kids On 462310 | +8.5% | 3,335 | |
PharmaResearch 214450 | +5.9% | 322,500 | |
Genic 123330 | +5.2% | 21,150 | |
Neopharm 092730 | +5.0% | 16,940 | |
SMCG 460870 | +4.7% | 2,000 | |
Jolse 018700 | +3.7% | 898 | |
C&C International 352480 | +3.7% | 21,200 | |
From Bio 377220 | +3.7% | 622 |
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6. Medical Devices (recurred after 34 days)
- Episode: started 2026-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Biobijou 489460 | +10.3% | 6,100 | ★ |
Genolution 225220 | +6.9% | 1,101 | |
PharmaResearch 214450 | +5.9% | 322,500 | |
Samsung Electronics 005930 | +5.3% | 358,500 | |
Hans Biomed 042520 | +5.2% | 26,350 | |
Cu Medical Systems 115480 | +4.7% | 1,935 | |
Dynamic solution 290660 | +3.8% | 1,950 | |
InBody 041830 | +3.7% | 48,000 | |
L&C Bio 290650 | +3.1% | 97,100 | |
Samyang Biopharm 0120G0 | +2.9% | 47,700 |
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7. SOCAMM Memory Modules (recurred after 13 days)
- Episode: started 2026-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +13.1% | 2,917,000 | ★ |
Simmtech 222800 | +7.2% | 126,200 | |
Samsung Electronics 005930 | +5.3% | 358,500 | |
TLB 356860 | +1.4% | 79,100 | |
ISC 095340 | +0.4% | 191,200 | |
Pemtron 168360 | +0.4% | 19,110 |
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8. Airlines & Low-Cost Carriers (2 days running)
- Episode: started 2026-06-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Tway Holdings Incorporation 004870 | +9.0% | 304 | ★ |
Korean Air Lines 003490 | +6.4% | 29,100 | |
Asiana Airlines 020560 | +6.2% | 7,710 | |
Hanjinkal 180640 | +6.0% | 120,900 | |
Jin Air 272450 | +4.0% | 5,950 | |
Trinity Airways 091810 | +2.7% | 791 | |
Air Busan 298690 | +2.7% | 1,618 | |
Jejuair 089590 | +1.6% | 4,655 | |
AK Holdings 006840 | +1.4% | 5,930 |
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Closing Thoughts
Airlines & Low-Cost Carriers is the only theme on a streak, now 2 days, with an average change of 4.45%. News headlines linked the move to easing oil prices.
Seven of eight themes came back after a gap, with Medical Devices returning after 34 days. The open question is whether Solar and Wind rise for more than one session.