Feb 18: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)

February 18, 2025 · #AI & Robotics #Robotics (Industrial & Collaborative) #Defense & War #Semiconductor Equipment #Nuclear #Power Equipment #Wind #HBM (High Bandwidth Memory)

8 strong themes — 3 running · 5 recurred. Top: AI & Robotics +13.7%.

Strong themes8 Top change+13.7% LeaderYuilrobotics

Average change by strong theme

Average change of member stocks, by theme · descending
AI & Robotics
+13.7%
Robotics (Industrial & Collaborative)
+12.5%
Defense & War
+9.5%
Semiconductor Equipment
+9.0%
Nuclear
+7.0%
Power Equipment
+6.6%
Wind
+5.9%
HBM (High Bandwidth Memory)
+5.3%

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 -
ThemeLeaderChangeTrend
AI & RoboticsYuilrobotics+30.00%
Robotics (Industrial & Collaborative)Yuilrobotics+30.00%
Defense & WarSTX Engine+12.99%
Semiconductor EquipmentGenesem+23.80%
NuclearLS ELECTRIC+18.83%
Power EquipmentLS ELECTRIC+18.83%
WindWoori Technology, Incorporation+9.52%
HBM (High Bandwidth Memory)Genesem+23.80%

Robotics drove the Feb 18 session. AI & Robotics posted an average change of 13.71%, and all 8 of its stocks closed higher.

Yuilrobotics led both robotics themes with a 30.0% gain, closing at 65000. Robotics (Industrial & Collaborative) followed with an average change of 12.48% across 9 stocks.

Defense & War rose for a second straight day, with an average change of 9.51%. Semiconductor Equipment extended its streak to 4, led by Genesem at 23.8%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1AI & Roboticsrecurred after 8 days+13.7%8/8Yuilrobotics
2Robotics (Industrial & Collaborative)recurred after 8 days+12.5%9/9Yuilrobotics
3Defense & War2 days running+9.5%9/9STX Engine
4Semiconductor Equipment4 days running+9.0%10/10Genesem
5Nuclearrecurred after 4 days+7.0%10/10LS ELECTRIC
6Power Equipment2 days running+6.6%10/10LS ELECTRIC
7Windrecurred after 46 days+5.9%9/9Woori Technology, Incorporation
8HBM (High Bandwidth Memory)recurred after 11 days+5.3%10/10Genesem

Theme by Theme

1. AI & Robotics (recurred after 8 days)

StockChangeCloseLeader
Yuilrobotics 388720+30.0%65,000★
Hyulim ROBOT 090710+13.9%2,785
Pie 452450+13.0%12,770
Becu AI 148780+11.7%1,251
Hanwha Aerospace 012450+11.4%643,000
Yujin Robot 056080+11.4%9,660
Sandoll 419120+9.1%7,180
Bi Matrix 413640+9.1%9,040

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2. Robotics (Industrial & Collaborative) (recurred after 8 days)

StockChangeCloseLeader
Yuilrobotics 388720+30.0%65,000★
Hyulim ROBOT 090710+13.9%2,785
SP Systems 317830+12.3%10,580
Doosan 000150+12.0%359,500
Raon Robotics 232680+11.2%10,310
Doosan Robotics 454910+10.3%76,300
PJ Electronics 006140+7.7%5,990
SBB Tech 389500+7.7%25,850
T-Robotics 117730+7.2%11,360

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3. Defense & War (2 days running)

StockChangeCloseLeader
Hanwha 000880+13.0%50,000
STX Engine 077970+13.0%30,000★
Hanwha Aerospace 012450+11.4%643,000
Woori Technology, Incorporation 032820+9.5%2,300
Hyundai Wia 011210+8.5%42,700
SatrecInitiative 099320+8.4%58,200
Korea Aerospace Industries 047810+7.4%58,300
MNC Solution 484870+7.3%67,700
SNT Motiv 064960+7.1%27,800

4. Semiconductor Equipment (4 days running)

StockChangeCloseLeader
Genesem 217190+23.8%9,260★
VM 089970+11.8%9,730
Raon Robotics 232680+11.2%10,310
KohYoungTechnology 098460+8.1%22,100
Russell 217500+7.0%1,885
Robostar 090360+6.0%29,150
Systems Technology 039440+6.0%23,150
RS Automation 140670+5.8%18,620
EugeneTechnology 084370+5.7%43,600
Pemtron 168360+4.9%10,750

5. Nuclear (recurred after 4 days)

StockChangeCloseLeader
LS ELECTRIC 010120+18.8%284,000★
Woori Technology, Incorporation 032820+9.5%2,300
Hyundai Engineering & Construction 000720+8.2%37,000
Doosan Enerbility 034020+7.5%30,300
Woojin 105840+4.9%7,940
GS Engineering & Construction 006360+4.6%19,560
Hyosung Heavy Industries 298040+4.5%506,000
Korea Electronic Power Industrial Development 130660+4.3%12,410
Daewoo Engineering & Construction 047040+4.0%3,725
Hanshin Machinery 011700+3.9%3,460

6. Power Equipment (2 days running)

StockChangeCloseLeader
LS ELECTRIC 010120+18.8%284,000★
Doosan Enerbility 034020+7.5%30,300
Sanil Electric 062040+6.5%74,900
LS 006260+6.0%128,400
HD Hyundai Electric 267260+5.8%394,000
Iljin Electric 103590+4.6%33,200
Hyosung Heavy Industries 298040+4.5%506,000
Korea Electronic Power Industrial Development 130660+4.3%12,410
Gaon Cable 000500+3.8%59,700
Seojeon Electric Machinery 189860+3.8%5,190

7. Wind (recurred after 46 days)

StockChangeCloseLeader
Woori Technology, Incorporation 032820+9.5%2,300★
Hyundai Engineering & Construction 000720+8.2%37,000
Doosan Enerbility 034020+7.5%30,300
SK eternix 475150+6.9%15,430
LS 006260+6.0%128,400
Hyosung Heavy Industries 298040+4.5%506,000
Unison 018000+4.5%808
Taewoong 044490+3.1%14,460
KEPCO Engineering & Construction Company 052690+3.0%71,500

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8. HBM (High Bandwidth Memory) (recurred after 11 days)

StockChangeCloseLeader
Genesem 217190+23.8%9,260★
KohYoungTechnology 098460+8.1%22,100
Systems Technology 039440+6.0%23,150
Kctech 281820+4.7%38,750
Auros Technology 322310+3.9%24,300
MKElectron 033160+2.7%9,020
Samsung Electronics 005930+1.6%56,900
Mirai Semiconductors 254490+1.0%13,670
Winpac 097800+0.9%754
Imt 451220+0.5%11,350

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Closing Thoughts

Power-related names were also active. LS ELECTRIC jumped 18.83% and led both Nuclear and Power Equipment. Power Equipment is now on a 2-day streak.

Wind came back after a 46-day gap, and HBM (High Bandwidth Memory) came back after 11 days. The next sessions will show whether these returning themes last beyond one day.