Sep 7: 8 Strong Themes — Nuclear, Semiconductor Equipment
8 strong themes — 4 running · 4 recurred. Top: Nuclear +11.5%.
Strong themes8
Top change+11.5%
LeaderSammi Metal Products
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 |
|---|---|---|---|
| Nuclear | Sammi Metal Products | +22.16% | |
| Semiconductor Equipment | The Codi | +29.97% | |
| Robotics (Industrial & Collaborative) | Namuga | +18.73% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +12.12% | |
| Hydrogen Energy (Fuel Cells) | Doosan Fuel Cell | +13.80% | |
| Semiconductor Materials & Components | Ji-tech | +16.36% | |
| Power Equipment | SuNAM | +6.46% | |
| Solid Oxide Fuel Cells (SOFC) | Doosan Fuel Cell | +13.80% |
All eight strong themes on 2026-09-07 closed with every member stock higher. Nuclear led with an average change of 11.5%, and all 10 of its stocks rose.
Semiconductor Equipment posted an average change of 9.98% on a streak of 2. The Codi led the theme at 29.97%.
Robotics (Industrial & Collaborative) rose by an average of 8.89%. Its leader, Namuga, gained 18.73% after news that it would supply 3D cameras to a humanoid robot maker.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | recurred after 12 days | +11.5% | 10/10 | Sammi Metal Products |
| 2 | Semiconductor Equipment | 2 days running | +10.0% | 10/10 | The Codi |
| 3 | Robotics (Industrial & Collaborative) | 2 days running | +8.9% | 10/10 | Namuga |
| 4 | Semiconductor Majors (Fabrication) | 2 days running | +8.7% | 3/3 | DB HiTek |
| 5 | Hydrogen Energy (Fuel Cells) | recurred after 12 days | +8.1% | 10/10 | Doosan Fuel Cell |
| 6 | Semiconductor Materials & Components | 2 days running | +7.6% | 10/10 | Ji-tech |
| 7 | Power Equipment | recurred after 11 days | +7.6% | 10/10 | SuNAM |
| 8 | Solid Oxide Fuel Cells (SOFC) | recurred after 12 days | +7.3% | 10/10 | Doosan Fuel Cell |
Theme by Theme
1. Nuclear (recurred after 12 days)
- Episode: started 2026-09-07, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Sammi Metal Products 012210 | +22.2% | 10,200 | ★ |
SNTEnergy 100840 | +15.0% | 37,600 | |
KEPCO Engineering & Construction Company 052690 | +13.7% | 122,300 | |
Bhi 083650 | +12.8% | 67,700 | |
Doosan Enerbility 034020 | +11.0% | 87,900 | |
Daewoo Engineering & Construction 047040 | +9.3% | 18,410 | |
Hyosung Heavy Industries 298040 | +8.5% | 2,965,000 | |
Bosung Power Technology 006910 | +8.1% | 7,330 | |
Orbitech 046120 | +7.8% | 4,660 | |
Woojin 105840 | +6.7% | 13,770 |
2. Semiconductor Equipment (2 days running)
- Episode: started 2026-09-04, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
The Codi 224060 | +30.0% | 4,510 | ★ |
Tse 131290 | +10.6% | 261,500 | |
Seojin System 178320 | +8.8% | 36,600 | |
PSK Holdings 031980 | +8.3% | 156,000 | |
Protec 053610 | +8.0% | 64,800 | |
SFA Semicon 036540 | +7.1% | 6,010 | |
Koses 089890 | +7.0% | 23,750 | |
Genesem 217190 | +6.8% | 6,450 | |
Zeus 079370 | +6.7% | 10,780 | |
Tokai Carbon Korea 064760 | +6.5% | 268,500 |
3. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2026-09-04, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Namuga 190510 | +18.7% | 16,480 | ★ |
Higen RNM 160190 | +13.7% | 21,800 | |
Doosan 000150 | +11.3% | 1,271,000 | |
TPC Robotics 048770 | +10.3% | 4,375 | |
Intops 049070 | +8.7% | 19,280 | |
Zeus 079370 | +6.7% | 10,780 | |
Justek 153890 | +6.5% | 11,620 | |
Neuromeka 348340 | +4.9% | 18,080 | |
Firstec 010820 | +4.1% | 5,900 | |
Samhyun 437730 | +4.0% | 33,850 |
Related news
- [특징주]나무가, 북미 휴머노이드 로봇사 ‘3D 카메라’ 단독 공급에 15.12% 상승 — 남도일보 (Korean)
- 나무가, 북미 최대 휴머노이드로봇사에 스테레오 카메라모듈 단독 공급 — 아주경제 (Korean)
4. Semiconductor Majors (Fabrication) (2 days running)
- Episode: started 2026-09-04, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
DB HiTek 000990 | +12.1% | 100,800 | ★ |
SK hynix 000660 | +8.3% | 1,783,000 | |
Samsung Electronics 005930 | +5.7% | 270,000 |
Related news
- “8인치 파운드리 수급 불균형”…DB하이텍, 14%대 급등 — 머니투데이 (Korean)
- [특징주] 반도체 훈풍에 장비주 급등…DB하이텍 12%↑ — 이투데이 (Korean)
- [장중수급포착] DB하이텍, 외국인/기관 동시 순매수… 주가 +12.24% — 뉴스핌 (Korean)
5. Hydrogen Energy (Fuel Cells) (recurred after 12 days)
- Episode: started 2026-09-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan Fuel Cell 336260 | +13.8% | 49,900 | ★ |
iA 038880 | +12.9% | 3,335 | |
Bumhan Fuel Cell 382900 | +9.1% | 18,540 | |
Hyosung Heavy Industries 298040 | +8.5% | 2,965,000 | |
Vina Tech 126340 | +8.1% | 64,200 | |
Iljin Hysolus 271940 | +7.2% | 11,490 | |
SK 034730 | +6.6% | 611,000 | |
LS ELECTRIC 010120 | +6.0% | 207,000 | |
S-Prism 288620 | +4.5% | 3,820 | |
LTC 170920 | +4.0% | 37,400 |
Related news
- [특징주]두산퓨얼셀, 美 데이터센터 5천14억 수주에 11.85% 상승…NH 목표가 70% 상향 — 남도일보 (Korean)
- [특징주] 두산퓨얼셀, 美 데이터센터 대형 수주·증권가 긍정적 전망에 급등 — 메트로경제 (Korean)
- 두산퓨얼셀, 美 데이터센터 5000억 수주에 15% 급등…목표가도 70%↑[이런국장 저런주식] — 서울경제 (Korean)
6. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-09-04, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Ji-tech 417500 | +16.4% | 4,125 | ★ |
Doosan 000150 | +11.3% | 1,271,000 | |
Micro Contact Solution 098120 | +9.5% | 46,550 | |
Hansol Technics 004710 | +8.4% | 9,170 | |
Tokai Carbon Korea 064760 | +6.5% | 268,500 | |
WONIK QnC 074600 | +5.2% | 27,100 | |
Hana Materials 166090 | +5.0% | 52,400 | |
Soulbrain 357780 | +4.8% | 340,500 | |
Nepes 033640 | +4.6% | 22,550 | |
Hansol Chemical 014680 | +4.6% | 202,000 |
7. Power Equipment (recurred after 11 days)
- Episode: started 2026-09-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan Enerbility 034020 | +11.0% | 87,900 | |
Gaon Cable 000500 | +10.6% | 234,500 | |
Hyosung Heavy Industries 298040 | +8.5% | 2,965,000 | |
Bosung Power Technology 006910 | +8.1% | 7,330 | |
HD Hyundai Electric 267260 | +6.9% | 763,000 | |
G2Power 388050 | +6.7% | 10,460 | |
SuNAM 294630 | +6.5% | 3,050 | ★ |
Korea Electronic Power Industrial Development 130660 | +6.1% | 12,730 | |
LS ELECTRIC 010120 | +6.0% | 207,000 | |
LS 006260 | +5.7% | 316,500 |
8. Solid Oxide Fuel Cells (SOFC) (recurred after 12 days)
- Episode: started 2026-09-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan Fuel Cell 336260 | +13.8% | 49,900 | ★ |
Bhi 083650 | +12.8% | 67,700 | |
Bumhan Fuel Cell 382900 | +9.1% | 18,540 | |
Seojin System 178320 | +8.8% | 36,600 | |
Vina Tech 126340 | +8.1% | 64,200 | |
Koses 089890 | +7.0% | 23,750 | |
LTC 170920 | +4.0% | 37,400 | |
Amosense 357580 | +3.9% | 5,150 | |
Mi 059090 | +3.6% | 18,710 | |
SFA Engineering 056190 | +2.1% | 24,200 |
Related news
- [특징주]두산퓨얼셀, 美 데이터센터 5천14억 수주에 11.85% 상승…NH 목표가 70% 상향 — 남도일보 (Korean)
- [특징주] 두산퓨얼셀, 美 데이터센터 대형 수주·증권가 긍정적 전망에 급등 — 메트로경제 (Korean)
- 두산퓨얼셀, 美 데이터센터 5000억 수주에 15% 급등…목표가도 70%↑[이런국장 저런주식] — 서울경제 (Korean)
Closing Thoughts
Nuclear and two fuel cell themes returned after a gap of 12 days. Doosan Fuel Cell led both fuel cell themes at 13.8%, following news of a US data center order.
The semiconductor and robotics themes are each on a streak of 2, in a run that began Sep 4. The next data point is whether these runs continue past 2026-09-07.