Sep 30: 8 Strong Themes — Steel (Small & Mid Cap), Battery
8 strong themes — 3 running · 5 recurred. Top: Steel (Small & Mid Cap) +16.2%.
Strong themes8
Top change+16.2%
LeaderDongil Steelux
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 |
|---|---|---|---|
| Steel (Small & Mid Cap) | Dongil Steelux | +29.99% | |
| Battery | Global SM Tech | +15.69% | |
| Korea-Russia Gas Pipeline | KBI Dong Yang Steel Pipe | +29.97% | |
| HBM (High Bandwidth Memory) | Winpac | +29.98% | |
| Steel Pipe | KBI Dong Yang Steel Pipe | +29.97% | |
| Semiconductor Equipment | Laserssel | +10.89% | |
| EV | Global SM Tech | +15.69% | |
| Semiconductor Materials & Components | Ycchem | +14.75% |
Steel (Small & Mid Cap) led the Sep 30 session with an average change of 16.21%. All 10 of its stocks closed higher, with Dongil Steelux at the top on a 29.99% gain.
Battery followed with an average change of 11.23%, led by Global SM Tech. Korea-Russia Gas Pipeline returned after a 105-day gap and averaged 9.2%.
Chip themes extended their run to a streak of 2. HBM (High Bandwidth Memory) averaged 8.43% as Winpac rose 29.98%, while Semiconductor Equipment gained 7.92%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Steel (Small & Mid Cap) | recurred after 8 days | +16.2% | 10/10 | Dongil Steelux |
| 2 | Battery | recurred after 8 days | +11.2% | 10/10 | Global SM Tech |
| 3 | Korea-Russia Gas Pipeline | recurred after 105 days | +9.2% | 10/10 | KBI Dong Yang Steel Pipe |
| 4 | HBM (High Bandwidth Memory) | 2 days running | +8.4% | 10/10 | Winpac |
| 5 | Steel Pipe | recurred after 8 days | +8.3% | 10/10 | KBI Dong Yang Steel Pipe |
| 6 | Semiconductor Equipment | 2 days running | +7.9% | 10/10 | Laserssel |
| 7 | EV | recurred after 8 days | +7.7% | 10/10 | Global SM Tech |
| 8 | Semiconductor Materials & Components | 2 days running | +7.3% | 10/10 | Ycchem |
Theme by Theme
1. Steel (Small & Mid Cap) (recurred after 8 days)
- Episode: started 2026-09-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongil Steelux 023790 | +30.0% | 1,764 | ★ |
KBI Dong Yang Steel Pipe 008970 | +30.0% | 1,483 | |
TCC Steel 002710 | +24.7% | 14,020 | |
Keum Kang Steel 053260 | +22.7% | 8,110 | |
Histeel 071090 | +19.0% | 3,920 | |
Husteel 005010 | +9.4% | 4,200 | |
Nexteel 092790 | +9.1% | 14,400 | |
Shin Steel 162300 | +7.4% | 2,260 | |
Dae Dong Steel 048470 | +5.1% | 2,885 | |
Bookook Steel 026940 | +4.8% | 2,165 |
2. Battery (recurred after 8 days)
- Episode: started 2026-09-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TCC Steel 002710 | +24.7% | 14,020 | |
Isu Specialty Chemical 457190 | +17.2% | 79,700 | |
Global SM Tech 900070 | +15.7% | 1,143 | ★ |
Naintech 267320 | +9.3% | 2,820 | |
Eco&Dream 101360 | +8.6% | 8,190 | |
Fino 033790 | +8.0% | 8,870 | |
SKC 011790 | +7.9% | 99,300 | |
Hannong Chemicals 011500 | +7.2% | 14,390 | |
Hana Technology 299030 | +7.1% | 14,300 | |
Mi 059090 | +6.4% | 23,200 |
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3. Korea-Russia Gas Pipeline (recurred after 105 days)
- Episode: started 2026-09-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Dong Yang Steel Pipe 008970 | +30.0% | 1,483 | ★ |
Histeel 071090 | +19.0% | 3,920 | |
HS Valve 039610 | +12.3% | 6,770 | |
Husteel 005010 | +9.4% | 4,200 | |
Dae Dong Steel 048470 | +5.1% | 2,885 | |
Bookook Steel 026940 | +4.8% | 2,165 | |
SeAH Steel 306200 | +4.8% | 153,200 | |
DK-Lok 105740 | +3.4% | 9,620 | |
Moonbae Steel 008420 | +1.7% | 2,095 | |
NK 085310 | +1.6% | 8,930 |
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4. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2026-09-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Winpac 097800 | +30.0% | 3,035 | ★ |
Ycchem 112290 | +14.8% | 12,370 | |
Laserssel 412350 | +10.9% | 6,620 | |
UniTest 086390 | +7.0% | 14,050 | |
EO Technics 039030 | +4.9% | 520,000 | |
Chemtros 220260 | +4.0% | 4,540 | |
Nextin 348210 | +3.9% | 35,750 | |
Yest 122640 | +3.2% | 33,600 | |
Micro2nano 424980 | +2.9% | 9,380 | |
Hanwha Vision 489790 | +2.8% | 50,400 |
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5. Steel Pipe (recurred after 8 days)
- Episode: started 2026-09-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Dong Yang Steel Pipe 008970 | +30.0% | 1,483 | ★ |
Histeel 071090 | +19.0% | 3,920 | |
Husteel 005010 | +9.4% | 4,200 | |
Nexteel 092790 | +9.1% | 14,400 | |
SeAH Steel 306200 | +4.8% | 153,200 | |
Irem 009730 | +3.0% | 2,090 | |
Ust 263770 | +2.8% | 1,697 | |
YulChon 146060 | +2.6% | 1,064 | |
Kumkang Kind 014280 | +1.6% | 4,810 | |
SK oceanplant 100090 | +1.2% | 11,680 |
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6. Semiconductor Equipment (2 days running)
- Episode: started 2026-09-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Apact 200470 | +13.8% | 9,320 | |
GnBS eco 382800 | +11.8% | 5,970 | |
Laserssel 412350 | +10.9% | 6,620 | ★ |
Mirae 025560 | +8.0% | 8,150 | |
UniTest 086390 | +7.0% | 14,050 | |
Rorze Systems 071280 | +6.8% | 8,440 | |
Justem 417840 | +6.2% | 18,570 | |
Device 187870 | +5.0% | 12,350 | |
EO Technics 039030 | +4.9% | 520,000 | |
Jusung Engineering 036930 | +4.7% | 232,500 |
7. EV (recurred after 8 days)
- Episode: started 2026-09-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Global SM Tech 900070 | +15.7% | 1,143 | ★ |
Sungho Electronics 043260 | +11.8% | 26,450 | |
Hanon Systems 018880 | +10.0% | 3,520 | |
SKC 011790 | +7.9% | 99,300 | |
Kostecsys 355150 | +6.9% | 22,500 | |
LS Materials 417200 | +6.5% | 13,910 | |
mPlus 259630 | +5.1% | 9,530 | |
SFA Nexel 222080 | +4.9% | 7,870 | |
Posco Steeleon 058430 | +4.3% | 4,645 | |
Seojin System 178320 | +3.9% | 38,400 |
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8. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-09-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Ycchem 112290 | +14.8% | 12,370 | ★ |
Hanyang Digitech 078350 | +12.3% | 31,950 | |
Mi 059090 | +6.4% | 23,200 | |
Temc 425040 | +6.4% | 14,210 | |
Foosung 093370 | +6.2% | 15,000 | |
WONIK Materials 104830 | +6.2% | 40,350 | |
Purit 445180 | +6.2% | 9,660 | |
Soulbrain 357780 | +5.6% | 408,000 | |
Megatouch 446540 | +4.9% | 11,120 | |
Hansol Chemical 014680 | +4.7% | 258,500 |
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Closing Thoughts
KBI Dong Yang Steel Pipe led both Korea-Russia Gas Pipeline and Steel Pipe at 29.97%. The open question is whether these steel moves last beyond a 1-day episode.
On the chip side, Semiconductor Materials & Components averaged 7.35%, led by Ycchem. The next session will show whether that streak of 2 continues.