Sep 10: 8 Strong Themes — Soybeans, Semiconductor Equipment
8 strong themes — 4 running · 4 recurred. Top: Soybeans +14.4%.
Strong themes8
Top change+14.4%
LeaderSempio Company
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 |
|---|---|---|---|
| Soybeans | Sempio Company | +29.99% | |
| Semiconductor Equipment | The Codi | +29.96% | |
| AI & Robotics | CMES Robotics | +13.07% | |
| System Semiconductors | Alphachips | +29.98% | |
| Food | Sempio Foods Company | +29.96% | |
| Semiconductor Materials & Components | Micro2nano | +14.34% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +20.02% | |
| HBM (High Bandwidth Memory) | Micro2nano | +14.34% |
Soybeans topped the 2026-09-10 session with an average change of 14.45%, and all 5 of its stocks closed higher. The theme returned after a 52-day gap.
Chip-related themes filled much of the list. Semiconductor Equipment rose for a second straight day at an average change of 10.99%, led by The Codi at 29.96%.
Every theme on the list had all of its stocks rising. LPG (Liquefied Petroleum Gas) came back after a 6-day gap, with HeunguOil up 20.02%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Soybeans | recurred after 52 days | +14.4% | 5/5 | Sempio Company |
| 2 | Semiconductor Equipment | 2 days running | +11.0% | 10/10 | The Codi |
| 3 | AI & Robotics | 2 days running | +9.4% | 10/10 | CMES Robotics |
| 4 | System Semiconductors | recurred after 21 days | +9.3% | 10/10 | Alphachips |
| 5 | Food | recurred after 8 days | +8.0% | 10/10 | Sempio Foods Company |
| 6 | Semiconductor Materials & Components | 2 days running | +7.5% | 10/10 | Micro2nano |
| 7 | LPG (Liquefied Petroleum Gas) | recurred after 6 days | +6.8% | 6/6 | HeunguOil |
| 8 | HBM (High Bandwidth Memory) | 2 days running | +6.2% | 10/10 | Micro2nano |
Theme by Theme
1. Soybeans (recurred after 52 days)
- Episode: started 2026-09-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sempio Company 007540 | +30.0% | 55,700 | ★ |
Sempio Foods Company 248170 | +30.0% | 30,150 | |
Singsongholdings 006880 | +7.5% | 4,730 | |
Milae Bioresources 218150 | +3.2% | 2,100 | |
Pulmuone Corporate 017810 | +1.6% | 9,500 |
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2. Semiconductor Equipment (2 days running)
- Episode: started 2026-09-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
The Codi 224060 | +30.0% | 9,890 | ★ |
Tse 131290 | +14.2% | 306,500 | |
Tfe 425420 | +10.3% | 58,900 | |
Nextin 348210 | +8.8% | 34,450 | |
Intekplus 064290 | +8.8% | 48,900 | |
Kctech 281820 | +8.6% | 72,100 | |
Exicon 092870 | +7.6% | 29,150 | |
GlobalStandardTechnology 083450 | +7.4% | 46,950 | |
SFA Semicon 036540 | +7.2% | 7,110 | |
Jusung Engineering 036930 | +7.0% | 221,000 |
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3. AI & Robotics (2 days running)
- Episode: started 2026-09-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Pintel 291810 | +20.0% | 1,763 | |
Pie 452450 | +13.5% | 4,925 | |
CMES Robotics 475400 | +13.1% | 19,460 | ★ |
S2W 488280 | +11.9% | 11,750 | |
Madup 0039P0 | +10.0% | 9,670 | |
Yuilrobotics 388720 | +7.5% | 71,300 | |
KohYoungTechnology 098460 | +5.7% | 28,900 | |
Robotis 108490 | +4.3% | 323,500 | |
VAIV company 301300 | +4.2% | 2,010 | |
Clobot 466100 | +4.0% | 24,400 |
4. System Semiconductors (recurred after 21 days)
- Episode: started 2026-09-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Alphachips 117670 | +30.0% | 10,450 | ★ |
Qualitas Semiconductor 432720 | +12.4% | 10,080 | |
Sapien Semiconductors 452430 | +9.1% | 37,100 | |
SFA Semicon 036540 | +7.2% | 7,110 | |
S&S Tech 101490 | +7.1% | 43,500 | |
Fadu 440110 | +6.6% | 79,300 | |
Doosan Tesna 131970 | +6.3% | 89,100 | |
KohYoungTechnology 098460 | +5.7% | 28,900 | |
Quality Reliability Technology 405100 | +4.3% | 14,150 | |
ABOV Semiconductor 102120 | +3.9% | 7,180 |
5. Food (recurred after 8 days)
- Episode: started 2026-09-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sempio Foods Company 248170 | +30.0% | 30,150 | ★ |
Mcnulty Korea 222980 | +12.1% | 2,365 | |
Singsongholdings 006880 | +7.5% | 4,730 | |
Binggrae 005180 | +6.7% | 91,200 | |
TN entertainment 131100 | +5.6% | 2,350 | |
Samjinfood 0013V0 | +4.2% | 5,230 | |
Lotte Wellfood 280360 | +4.0% | 144,700 | |
Seoul Food Ind 004410 | +3.5% | 1,224 | |
Bifido 238200 | +3.4% | 2,745 | |
Milae Bioresources 218150 | +3.2% | 2,100 |
6. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-09-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Micro2nano 424980 | +14.3% | 9,650 | ★ |
HLB innoVation 024850 | +10.4% | 16,590 | |
Kctech 281820 | +8.6% | 72,100 | |
Ycchem 112290 | +8.0% | 10,570 | |
S&S Tech 101490 | +7.1% | 43,500 | |
Micro Contact Solution 098120 | +6.5% | 51,000 | |
Hana Materials 166090 | +5.6% | 55,000 | |
Tokai Carbon Korea 064760 | +5.4% | 271,500 | |
Ram Technology 171010 | +4.7% | 2,670 | |
Semcns 252990 | +4.7% | 13,950 |
7. LPG (Liquefied Petroleum Gas) (recurred after 6 days)
- Episode: started 2026-09-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +20.0% | 14,510 | ★ |
Joong Ang Enervis 000440 | +9.9% | 13,550 | |
SK Gas 018670 | +3.9% | 252,000 | |
Kukdong Oil & Chemicals 014530 | +3.3% | 3,415 | |
Daesung Industrial 128820 | +2.6% | 4,330 | |
E1 017940 | +0.7% | 99,100 |
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8. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2026-09-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Micro2nano 424980 | +14.3% | 9,650 | ★ |
Nextin 348210 | +8.8% | 34,450 | |
Kctech 281820 | +8.6% | 72,100 | |
Ycchem 112290 | +8.0% | 10,570 | |
KohYoungTechnology 098460 | +5.7% | 28,900 | |
Quality Reliability Technology 405100 | +4.3% | 14,150 | |
YC 232140 | +3.7% | 12,200 | |
Dit 110990 | +3.2% | 16,160 | |
Zeus 079370 | +2.8% | 10,410 | |
Imt 451220 | +2.6% | 8,220 |
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Closing Thoughts
Several themes carry a 2-day streak, including AI & Robotics at an average change of 9.42%. Whether they hold for a third session is the next question.
Soybeans, System Semiconductors, Food and LPG (Liquefied Petroleum Gas) were all single-day returns. Sempio Foods Company, up 29.96%, appears in two of them.