Feb 6: 8 Strong Themes — Glass Substrates, Semiconductor Materials & Components
8 strong themes — 4 running · 4 recurred. Top: Glass Substrates +18.4%.
Strong themes8
Top change+18.4%
LeaderRam Technology
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 |
|---|---|---|---|
| Glass Substrates | Ram Technology | +29.95% | |
| Semiconductor Materials & Components | Ram Technology | +29.95% | |
| Semiconductor Equipment | C&G Hi Tech | +21.68% | |
| Ukraine Reconstruction | DYD | +12.03% | |
| Medical AI | Oncocross | +29.92% | |
| HBM (High Bandwidth Memory) | Ycchem | +29.80% | |
| Construction Equipment | Junjin Construction & Robot | +12.43% | |
| Modular Housing | Bumyang Construction | +28.75% |
Glass Substrates led the Feb 6 session with an average change of 18.35%. All 10 of its stocks closed higher, and leader Ram Technology rose 29.95%.
Chip names stayed strong. Semiconductor Materials & Components averaged 13.5% on a 2-day streak, while Semiconductor Equipment posted 12.58% on a 3-day streak.
Ukraine Reconstruction returned after a 13-day gap with an average change of 9.22%. Medical AI added 9.16%, led by Oncocross at 29.92%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Glass Substrates | recurred after 20 days | +18.4% | 10/10 | Ram Technology |
| 2 | Semiconductor Materials & Components | 2 days running | +13.5% | 10/10 | Ram Technology |
| 3 | Semiconductor Equipment | 3 days running | +12.6% | 9/9 | C&G Hi Tech |
| 4 | Ukraine Reconstruction | recurred after 13 days | +9.2% | 10/10 | DYD |
| 5 | Medical AI | 3 days running | +9.2% | 9/9 | Oncocross |
| 6 | HBM (High Bandwidth Memory) | 3 days running | +8.3% | 10/10 | Ycchem |
| 7 | Construction Equipment | recurred after 13 days | +6.3% | 9/9 | Junjin Construction & Robot |
| 8 | Modular Housing | recurred after 58 days | +5.2% | 10/10 | Bumyang Construction |
Theme by Theme
1. Glass Substrates (recurred after 20 days)
- Episode: started 2025-02-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ram Technology 171010 | +29.9% | 4,860 | ★ |
Ycchem 112290 | +29.8% | 25,000 | |
Philoptics 161580 | +25.0% | 38,300 | |
C&G Hi Tech 264660 | +21.7% | 13,580 | |
CHEMTRONICSCo 089010 | +17.2% | 24,550 | |
HB Technology 078150 | +14.6% | 2,635 | |
HBL 452190 | +13.8% | 4,545 | |
JNTC 204270 | +13.8% | 21,750 | |
Icd 040910 | +9.0% | 6,520 | |
FNS Tech 083500 | +8.8% | 11,120 |
2. Semiconductor Materials & Components (2 days running)
- Episode: started 2025-02-05, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Ram Technology 171010 | +29.9% | 4,860 | ★ |
Ycchem 112290 | +29.8% | 25,000 | |
Tokai Carbon Korea 064760 | +12.8% | 81,300 | |
INNOX Advanced Materials 272290 | +11.2% | 29,200 | |
KnJ 272110 | +9.8% | 15,930 | |
ISC 095340 | +9.4% | 72,300 | |
FNS Tech 083500 | +8.8% | 11,120 | |
DNFCo 092070 | +8.7% | 11,090 | |
BCnC 146320 | +7.8% | 10,280 | |
Kctech 281820 | +6.8% | 31,500 |
3. Semiconductor Equipment (3 days running)
- Episode: started 2025-02-04, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
C&G Hi Tech 264660 | +21.7% | 13,580 | ★ |
Hanwha Vision 489790 | +21.2% | 37,150 | |
KoMi 183300 | +13.1% | 41,800 | |
Tokai Carbon Korea 064760 | +12.8% | 81,300 | |
Tes 095610 | +10.9% | 22,350 | |
JNB 452160 | +9.6% | 6,500 | |
Yest 122640 | +8.4% | 13,370 | |
GigaVis 420770 | +7.9% | 32,000 | |
Dit 110990 | +7.6% | 17,050 |
4. Ukraine Reconstruction (recurred after 13 days)
- Episode: started 2025-02-06, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
DYD 219550 | +12.0% | 885 | ★ |
Sambu Construction 001470 | +11.9% | 999 | |
HD Construction Equipment 267270 | +11.1% | 70,900 | |
Itoxi 052770 | +10.4% | 1,208 | |
SY Steel Tech 365330 | +10.3% | 7,510 | |
SG 255220 | +8.8% | 3,205 | |
HD Hyundai Infracore 042670 | +7.6% | 7,750 | |
DASAN Networks 039560 | +7.4% | 3,795 | |
DAEMO Engineering 317850 | +6.4% | 9,820 | |
Hyundai Everdigm 041440 | +6.2% | 9,230 |
5. Medical AI (3 days running)
- Episode: started 2025-02-04, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Oncocross 382150 | +29.9% | 13,070 | ★ |
SyntekaBio 226330 | +19.8% | 8,600 | |
Pharos iBio 388870 | +9.6% | 9,290 | |
Deepnoid 315640 | +6.6% | 8,410 | |
Moadata 288980 | +6.5% | 1,497 | |
Tomatosystem 393210 | +4.5% | 5,980 | |
Lunit 328130 | +2.1% | 72,400 | |
SELVAS Healthcare 208370 | +1.8% | 5,080 | |
NGeneBio 354200 | +1.6% | 1,762 |
Related news
6. HBM (High Bandwidth Memory) (3 days running)
- Episode: started 2025-02-04, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Ycchem 112290 | +29.8% | 25,000 | ★ |
Yest 122640 | +8.4% | 13,370 | |
Dit 110990 | +7.6% | 17,050 | |
Imt 451220 | +7.1% | 10,270 | |
Kctech 281820 | +6.8% | 31,500 | |
EO Technics 039030 | +5.8% | 144,000 | |
Quality Reliability Technology 405100 | +5.6% | 13,590 | |
PSK Holdings 031980 | +4.7% | 51,500 | |
Auros Technology 322310 | +4.3% | 21,600 | |
Systems Technology 039440 | +3.3% | 19,850 |
7. Construction Equipment (recurred after 13 days)
- Episode: started 2025-02-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Junjin Construction & Robot 079900 | +12.4% | 42,050 | ★ |
HD Construction Equipment 267270 | +11.1% | 70,900 | |
HD Hyundai Infracore 042670 | +7.6% | 7,750 | |
DAEMO Engineering 317850 | +6.4% | 9,820 | |
Hyundai Everdigm 041440 | +6.2% | 9,230 | |
Doosan Bobcat 241560 | +3.5% | 48,750 | |
Jinsung T.e.c 036890 | +3.5% | 9,500 | |
DY Power 210540 | +3.4% | 11,970 | |
Daechang Forging 015230 | +2.8% | 5,240 |
8. Modular Housing (recurred after 58 days)
- Episode: started 2025-02-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumyang Construction 002410 | +28.8% | 3,560 | ★ |
KolonGlobal 003070 | +5.4% | 9,300 | |
SY 109610 | +4.5% | 4,195 | |
Dukshinepc 090410 | +3.7% | 1,670 | |
Hanshin Construction 004960 | +3.3% | 6,270 | |
Kumkang Kind 014280 | +2.2% | 4,160 | |
NatureandEnvironment 043910 | +1.4% | 595 | |
GS Engineering & Construction 006360 | +1.2% | 17,500 | |
Samsung C&T 028260 | +0.9% | 119,600 | |
POSCO Holdings 005490 | +0.2% | 242,500 |
Closing Thoughts
Several episodes run beyond this session. Semiconductor Equipment spans 2025-02-04 to 2025-02-10, and Ukraine Reconstruction runs to 2025-02-11.
HBM (High Bandwidth Memory) is on a 3-day streak with an average change of 8.34%. Modular Housing came back after a 58-day gap, with Bumyang Construction up 28.75%.