Nov 2: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Equipment
8 strong themes — 8 recurred. Top: Shipbuilding Equipment +11.9%.
Strong themes8
Top change+11.9%
LeaderYoungkwang
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 |
|---|---|---|---|
| Shipbuilding Equipment | Youngkwang | +26.47% | - |
| Semiconductor Equipment | Wot | +29.92% | |
| LNG (Liquefied Natural Gas) | DTS | +29.77% | |
| HBM (High Bandwidth Memory) | Wot | +29.92% | |
| Energy Storage (ESS) | Hyosung Heavy Industries | +13.32% | |
| Wind | Nearthlab | +9.96% | |
| Solar | OCI Holdings Company | +11.04% | |
| Defense & War | Nearthlab | +9.96% |
On Nov 2, all eight strong themes finished with every listed stock higher. Shipbuilding Equipment led with an average change of 11.86%, with all 10 of its stocks up.
Youngkwang topped that group at 26.47%. Wot rose 29.92% and led both Semiconductor Equipment and HBM (High Bandwidth Memory).
Energy names were also strong. LNG (Liquefied Natural Gas) posted an average change of 9.21%, and DTS rose 29.77%. Wind came back after a gap of 74 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding Equipment | recurred after 17 days | +11.9% | 10/10 | Youngkwang |
| 2 | Semiconductor Equipment | recurred after 5 days | +10.8% | 10/10 | Wot |
| 3 | LNG (Liquefied Natural Gas) | recurred after 17 days | +9.2% | 10/10 | DTS |
| 4 | HBM (High Bandwidth Memory) | recurred after 5 days | +8.0% | 10/10 | Wot |
| 5 | Energy Storage (ESS) | recurred after 5 days | +7.5% | 10/10 | Hyosung Heavy Industries |
| 6 | Wind | recurred after 74 days | +7.4% | 10/10 | Nearthlab |
| 7 | Solar | recurred after 12 days | +7.3% | 10/10 | OCI Holdings Company |
| 8 | Defense & War | recurred after 10 days | +7.2% | 10/10 | Nearthlab |
Theme by Theme
1. Shipbuilding Equipment (recurred after 17 days)
- Episode: started 2026-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Youngkwang 359410 | +26.5% | 21,500 | ★ |
HD-Hyundai Marine Engine 071970 | +16.7% | 41,500 | |
Sung Kwang Bend 014620 | +13.8% | 30,000 | |
T. K 023160 | +13.4% | 29,550 | |
Hyundai HYMS 460930 | +11.0% | 10,770 | |
Hanwha Engine 082740 | +9.2% | 32,100 | |
Il Seung 333430 | +7.7% | 3,080 | |
Samyoung M-tek C0 054540 | +6.9% | 5,600 | |
TMC 217590 | +6.9% | 10,750 | |
STX Engine 077970 | +6.5% | 16,270 |
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2. Semiconductor Equipment (recurred after 5 days)
- Episode: started 2026-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +29.9% | 7,860 | ★ |
Raon Robotics 232680 | +16.9% | 13,500 | |
Melcon 179880 | +10.9% | 15,260 | |
Wonik Holdings 030530 | +9.7% | 32,350 | |
KC 029460 | +8.1% | 38,800 | |
Genesem 217190 | +7.9% | 8,460 | |
Imt 451220 | +6.8% | 9,000 | |
Device 187870 | +6.3% | 10,700 | |
Park Systems 140860 | +5.9% | 232,500 | |
Cymechs 160980 | +5.9% | 21,150 |
3. LNG (Liquefied Natural Gas) (recurred after 17 days)
- Episode: started 2026-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DTS 0015M0 | +29.8% | 20,050 | ★ |
Korea Line 005880 | +9.2% | 2,090 | |
Hanwha Engine 082740 | +9.2% | 32,100 | |
Samsung Heavy Industries 010140 | +7.8% | 17,120 | |
Il Seung 333430 | +7.7% | 3,080 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +7.6% | 249,000 | |
SNTEnergy 100840 | +5.3% | 23,750 | |
Hankuk Carbon 017960 | +5.3% | 15,970 | |
Hantech 098070 | +5.2% | 17,120 | |
HD Hyundai Heavy Industries 329180 | +5.1% | 288,000 |
4. HBM (High Bandwidth Memory) (recurred after 5 days)
- Episode: started 2026-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +29.9% | 7,860 | ★ |
Genesem 217190 | +7.9% | 8,460 | |
Imt 451220 | +6.8% | 9,000 | |
YC 232140 | +5.8% | 12,800 | |
ISC 095340 | +5.7% | 164,700 | |
Di 003160 | +5.1% | 41,000 | |
Zeus 079370 | +5.1% | 11,470 | |
HANMI Semiconductor 042700 | +4.9% | 191,700 | |
Chemtros 220260 | +4.8% | 4,060 | |
SK hynix 000660 | +3.8% | 1,472,000 |
5. Energy Storage (ESS) (recurred after 5 days)
- Episode: started 2026-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyosung Heavy Industries 298040 | +13.3% | 2,050,000 | ★ |
W-scope Chungju Plant 393890 | +10.7% | 8,160 | |
HD Hyundai Energy Solutions 322000 | +10.1% | 81,700 | |
DK Tech 290550 | +8.0% | 25,050 | |
LS ELECTRIC 010120 | +7.3% | 160,600 | |
Gridwiz 453450 | +6.7% | 9,980 | |
HD Hyundai Electric 267260 | +5.2% | 446,500 | |
SK eternix 475150 | +5.2% | 37,750 | |
Samwha Electric 009470 | +4.6% | 31,800 | |
Posco DX Company 022100 | +4.2% | 19,460 |
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6. Wind (recurred after 74 days)
- Episode: started 2026-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyosung Heavy Industries 298040 | +13.3% | 2,050,000 | |
Nearthlab 417030 | +10.0% | 15,790 | ★ |
CS Wind 112610 | +7.3% | 41,100 | |
Hyundai Engineering & Construction 000720 | +7.3% | 89,700 | |
Samyoung M-tek C0 054540 | +6.9% | 5,600 | |
CS Bearing 297090 | +6.3% | 3,980 | |
LS 006260 | +6.2% | 215,000 | |
Hyosung 004800 | +6.1% | 125,700 | |
Sejin Heavy Industries 075580 | +5.8% | 7,450 | |
SK eternix 475150 | +5.2% | 37,750 |
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7. Solar (recurred after 12 days)
- Episode: started 2026-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
OCI Holdings Company 010060 | +11.0% | 185,000 | ★ |
Advanced Nano Products 121600 | +10.2% | 67,800 | |
HD Hyundai Energy Solutions 322000 | +10.1% | 81,700 | |
LS ELECTRIC 010120 | +7.3% | 160,600 | |
Gridwiz 453450 | +6.7% | 9,980 | |
S-Energy 095910 | +6.6% | 4,585 | |
Seronics 042600 | +5.9% | 9,290 | |
SK eternix 475150 | +5.2% | 37,750 | |
KolonGlobal 003070 | +4.9% | 8,620 | |
Hanwha Solutions 009830 | +4.7% | 23,650 |
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8. Defense & War (recurred after 10 days)
- Episode: started 2026-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nearthlab 417030 | +10.0% | 15,790 | ★ |
Hanwha Ocean 042660 | +9.8% | 54,900 | |
Hanwha Systems 272210 | +8.1% | 65,400 | |
Korean Air Lines 003490 | +7.7% | 28,600 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +7.6% | 249,000 | |
STX Engine 077970 | +6.5% | 16,270 | |
Hanwha Aerospace 012450 | +6.3% | 740,000 | |
RF Systems 474610 | +6.0% | 7,300 | |
Sammi Metal Products 012210 | +5.5% | 7,810 | |
RFHIC 218410 | +5.0% | 52,000 |
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Closing Thoughts
Every theme is on a streak of 1, so the next session will show whether any of these one-day episodes continue.
Hyosung Heavy Industries (13.32%) appeared in both Energy Storage (ESS) and Wind. Nearthlab led both Wind and Defense & War.