Sep 18: 8 Strong Themes — Power Equipment, Electric Cables
8 strong themes — 7 running · 1 recurred. Top: Power Equipment +13.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Power Equipment | Seondo Electric | +29.96% | |
| Electric Cables | Gaon Cable | +25.53% | |
| 5G | Wooriro | +15.10% | |
| System Semiconductors | Alphachips | +11.29% | |
| Telecom Equipment | Wooriro | +15.10% | |
| Defense & War | Kencoa Aerospace | +14.66% | |
| Optical Communications | Sungho Electronics | +24.07% | |
| Beauty & Cosmetics | NFC | +29.92% |
Power Equipment led the Sep 18 session with an average change of 13.35%, and all 10 of its stocks closed higher. Leader Seondo Electric gained 29.96%.
Gaon Cable rose 25.53% to lead Electric Cables, which averaged 11.5% with all 8 stocks up. Headlines tied the move to Amazon power equipment contracts.
5G averaged 11.21%, led by Wooriro at 15.1%. Optical Communications rose with them, as Sungho Electronics gained 24.07% on AI data center headlines.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Power Equipment | 3 days running | +13.3% | 10/10 | Seondo Electric |
| 2 | Electric Cables | 3 days running | +11.5% | 8/8 | Gaon Cable |
| 3 | 5G | 3 days running | +11.2% | 10/10 | Wooriro |
| 4 | System Semiconductors | 2 days running | +10.3% | 10/10 | Alphachips |
| 5 | Telecom Equipment | 2 days running | +9.9% | 10/10 | Wooriro |
| 6 | Defense & War | 2 days running | +9.9% | 10/10 | Kencoa Aerospace |
| 7 | Optical Communications | 3 days running | +9.8% | 10/10 | Sungho Electronics |
| 8 | Beauty & Cosmetics | recurred after 4 days | +9.5% | 10/10 | NFC |
Theme by Theme
1. Power Equipment (3 days running)
- Episode: started 2026-09-16, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Seondo Electric 007610 | +30.0% | 4,945 | ★ |
Gaon Cable 000500 | +25.5% | 327,000 | |
LS Eco Energy 229640 | +14.2% | 60,500 | |
TC Materials 125020 | +11.6% | 6,540 | |
Taihan Cable & Solution 001440 | +11.1% | 31,450 | |
KBI Metal 024840 | +10.5% | 6,500 | |
Iljin Electric 103590 | +9.1% | 76,600 | |
Dawon Cable 006340 | +8.0% | 13,890 | |
LS 006260 | +7.1% | 325,500 | |
LS Marine Solution 060370 | +6.4% | 34,000 |
2. Electric Cables (3 days running)
- Episode: started 2026-09-16, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaon Cable 000500 | +25.5% | 327,000 | ★ |
LS Eco Energy 229640 | +14.2% | 60,500 | |
Taihan Cable & Solution 001440 | +11.1% | 31,450 | |
KBI Metal 024840 | +10.5% | 6,500 | |
Iljin Electric 103590 | +9.1% | 76,600 | |
Dawon Cable 006340 | +8.0% | 13,890 | |
LS 006260 | +7.1% | 325,500 | |
LS Marine Solution 060370 | +6.4% | 34,000 |
Related news
- 아마존發 전력장비 훈풍에 가온전선 20% 급등 [줍줍리포트] — 서울경제 (Korean)
- [특징주] 美 전력망 수주 기대 전선株 동반 상승…가온전선 12%↑ — 뉴스핌 (Korean)
- [특징주] 아마존 대규모 전력장비 계약에 전선주 강세…가온전선 18%↑ — 이투데이 (Korean)
3. 5G (3 days running)
- Episode: started 2026-09-16, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Wooriro 046970 | +15.1% | 8,080 | ★ |
LS Eco Energy 229640 | +14.2% | 60,500 | |
Inno Instrument 215790 | +13.8% | 802 | |
TAIHAN Fiberoptics 010170 | +13.6% | 18,320 | |
RFHIC 218410 | +12.6% | 60,100 | |
Sensorview 321370 | +10.5% | 1,863 | |
Woori-Net 115440 | +9.0% | 10,210 | |
Ace Technologies 088800 | +8.1% | 2,405 | |
Davolink 340360 | +8.0% | 988 | |
HFR 230240 | +7.4% | 13,640 |
4. System Semiconductors (2 days running)
- Episode: started 2026-09-17, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
NC& 092600 | +29.9% | 3,670 | |
Alphachips 117670 | +11.3% | 11,530 | ★ |
Ictk 456010 | +10.7% | 22,700 | |
Doosan Tesna 131970 | +9.1% | 86,100 | |
Hansol Technics 004710 | +8.6% | 9,990 | |
Signetics 033170 | +7.2% | 2,150 | |
Mdevice 226590 | +7.0% | 13,730 | |
Openedges Technology 394280 | +6.7% | 9,090 | |
SK hynix 000660 | +6.4% | 1,857,000 | |
Gaonchips 399720 | +5.8% | 42,750 |
5. Telecom Equipment (2 days running)
- Episode: started 2026-09-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Wooriro 046970 | +15.1% | 8,080 | ★ |
Inno Instrument 215790 | +13.8% | 802 | |
RFHIC 218410 | +12.6% | 60,100 | |
Sensorview 321370 | +10.5% | 1,863 | |
Woori-Net 115440 | +9.0% | 10,210 | |
Ace Technologies 088800 | +8.1% | 2,405 | |
Davolink 340360 | +8.0% | 988 | |
Fino 033790 | +7.7% | 8,000 | |
HFR 230240 | +7.4% | 13,640 | |
Opticis 109080 | +7.2% | 9,780 |
6. Defense & War (2 days running)
- Episode: started 2026-09-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +14.7% | 13,220 | ★ |
TAIHAN Fiberoptics 010170 | +13.6% | 18,320 | |
RFHIC 218410 | +12.6% | 60,100 | |
Sensorview 321370 | +10.5% | 1,863 | |
RF Systems 474610 | +10.0% | 7,930 | |
Nearthlab 417030 | +8.5% | 31,250 | |
Ace Technologies 088800 | +8.1% | 2,405 | |
RF Materials 327260 | +7.2% | 48,600 | |
Fiberpro 368770 | +6.9% | 14,040 | |
Haein 003010 | +6.9% | 10,560 |
Related news
- [특징주]‘스페이스X’ 훈풍…나라스페이스 28%, 켄코아에어로스페이스 17% ‘급등’ — 아주경제 (Korean)
7. Optical Communications (3 days running)
- Episode: started 2026-09-16, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Sungho Electronics 043260 | +24.1% | 26,800 | ★ |
TAIHAN Fiberoptics 010170 | +13.6% | 18,320 | |
RFHIC 218410 | +12.6% | 60,100 | |
Woori-Net 115440 | +9.0% | 10,210 | |
RF Materials 327260 | +7.2% | 48,600 | |
LS 006260 | +7.1% | 325,500 | |
Fiberpro 368770 | +6.9% | 14,040 | |
VISSEM Electronics 072950 | +6.8% | 14,250 | |
TMC 217590 | +5.7% | 14,550 | |
Mercury 100590 | +5.1% | 4,940 |
Related news
- [특징주] AI 데이터센터 타고 광통신株 급등…성호전자 20%대 급등 — EBN (Korean)
- [특징주] AI 데이터센터 수요에 광통신株 연일 강세…성호전자 14%↑ — 뉴스핌 (Korean)
- “이제는 광통신주? …AI 인프라 투자 확대에 광통신주 강세 — 문화일보 (Korean)
8. Beauty & Cosmetics (recurred after 4 days)
- Episode: started 2026-09-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
NFC 265740 | +29.9% | 8,250 | ★ |
Beautyskin 406820 | +13.6% | 2,625 | |
Able C&C 078520 | +9.9% | 10,940 | |
Pharmicell 005690 | +8.2% | 12,530 | |
Heng Sheng Holding Group 900270 | +7.3% | 3,090 | |
Cell Bio Human Tech 318160 | +6.5% | 7,400 | |
Hankook Cosmetics Manufacturing 003350 | +6.3% | 15,770 | |
Coloray International Investment 900310 | +4.7% | 2,105 | |
d’Alba Global 483650 | +4.4% | 180,300 | |
Apr 278470 | +4.0% | 367,000 |
Related news
- [특징주] 엔에프씨, ODM 낙수효과 기대감·3분기 영업익 63%↑ 전망에 ‘上’ — 메트로경제 (Korean)
- [특징주] 엔에프씨, 3분기 영업익 63% 증가 전망…ODM 낙수효과에 상승세 — 이투데이 (Korean)
- 하나증권 “엔에프씨, ODM 고객 다변화…3분기 영업익 63%↑ 전망” — 이투데이 (Korean)
Closing Thoughts
Power Equipment, Electric Cables and Optical Communications have each run for 3 days since 2026-09-16. System Semiconductors, on a 2-day streak, averaged 10.28% and was led by Alphachips.
Beauty & Cosmetics came back after a 4-day gap, and all 10 of its stocks rose. NFC gained 29.92% after headlines projected a 63% rise in its Q3 operating profit.