Jun 25: 8 Strong Themes — STO (Security Token Offering), Semiconductor Materials & Components
8 strong themes — 4 running · 4 recurred. Top: STO (Security Token Offering) +7.8%.
Strong themes8
Top change+7.8%
LeaderK Auction
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 |
|---|---|---|---|
| STO (Security Token Offering) | K Auction | +29.79% | |
| Semiconductor Materials & Components | Micro2nano | +7.91% | |
| Solar | Paru | +13.12% | |
| Holding Companies | SeAH Besteel Holdings | +11.90% | |
| Construction Majors | DL E&c | +14.46% | |
| Auto Parts | Sewon | +12.08% | |
| Integrated Logistics | KCTC | +20.53% | |
| Semiconductor Equipment | Temc CNS | +9.62% |
On Jun 25, STO (Security Token Offering) led the strong themes with an average change of 7.83%. All 10 of its stocks rose, with K Auction up 29.79%.
Semiconductor Materials & Components averaged 7.04% on its second straight day, with ISC up 16.1%. Solar averaged 5.89%, with Paru up 13.12%.
Every listed stock across the themes closed higher. Holding Companies and Construction Majors also extended streaks to 2 days, while Integrated Logistics saw KCTC up 20.53%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | STO (Security Token Offering) | recurred after 2 days | +7.8% | 10/10 | K Auction |
| 2 | Semiconductor Materials & Components | 2 days running | +7.0% | 10/10 | Micro2nano |
| 3 | Solar | recurred after 2 days | +5.9% | 10/10 | Paru |
| 4 | Holding Companies | 2 days running | +5.8% | 10/10 | SeAH Besteel Holdings |
| 5 | Construction Majors | 2 days running | +5.5% | 5/5 | DL E&c |
| 6 | Auto Parts | recurred after 14 days | +5.4% | 8/8 | Sewon |
| 7 | Integrated Logistics | recurred after 7 days | +5.3% | 10/10 | KCTC |
| 8 | Semiconductor Equipment | 2 days running | +5.0% | 10/10 | Temc CNS |
Theme by Theme
1. STO (Security Token Offering) (recurred after 2 days)
- Episode: started 2025-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
K Auction 102370 | +29.8% | 5,380 | ★ |
SeoulAuction 063170 | +22.3% | 11,450 | |
Iteyes 372800 | +8.6% | 8,340 | |
Korea Asset Investment Securities 190650 | +6.5% | 8,500 | |
Woori Technology Investment 041190 | +3.8% | 9,000 | |
SK Securities 001510 | +3.1% | 703 | |
Kyobo Securities 030610 | +2.0% | 8,960 | |
Hana Financial Group 086790 | +1.1% | 83,200 | |
Finger 163730 | +0.6% | 14,330 | |
NH Investment & Securities 005940 | +0.5% | 20,700 |
Related news
- [특징주] 케이옥션, STO 법제화 대비 예탁원 테스트베드 개시 소식에 17%↑ — 이투데이 (Korean)
- “태양광 조각투자, 이재명정부와 시너지”…테사, STO 판 키운다 — 머니투데이 (Korean)
2. Semiconductor Materials & Components (2 days running)
- Episode: started 2025-06-24, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
ISC 095340 | +16.1% | 62,000 | |
Temc CNS 241790 | +9.6% | 7,180 | |
LTC 170920 | +8.4% | 11,320 | |
Micro2nano 424980 | +7.9% | 9,000 | ★ |
Temc 425040 | +7.1% | 7,100 | |
Dongjin Semichem 005290 | +5.1% | 33,750 | |
Tokai Carbon Korea 064760 | +4.7% | 106,800 | |
Fine Semitech 036810 | +4.1% | 17,920 | |
Haesung DS 195870 | +3.8% | 27,350 | |
Hansol IONES 114810 | +3.5% | 9,570 |
3. Solar (recurred after 2 days)
- Episode: started 2025-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Carry 313760 | +18.6% | 5,130 | |
Paru 043200 | +13.1% | 1,578 | ★ |
Korea Electric Power 015760 | +11.0% | 37,850 | |
Wonik IPS 240810 | +3.8% | 27,300 | |
Cnplus 115530 | +3.6% | 516 | |
UniTest 086390 | +2.3% | 11,520 | |
Jusung Engineering 036930 | +1.7% | 32,100 | |
Kwang Myung Electric 017040 | +1.7% | 2,065 | |
Samsung C&T 028260 | +1.6% | 165,100 | |
KolonGlobal 003070 | +1.4% | 9,890 |
Related news
- [특징주] 파루, ‘영농형 태양광’ 기후·농촌 해법 제시…농림부 가이드라인 검토 수혜 기대감에 상승세 — 이투데이 (Korean)
4. Holding Companies (2 days running)
- Episode: started 2025-06-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SeAH Besteel Holdings 001430 | +11.9% | 30,100 | ★ |
SNT Holdings 036530 | +7.0% | 57,800 | |
SK Square 402340 | +6.2% | 192,200 | |
F&F Holdings 007700 | +5.7% | 18,880 | |
Great Rich Technologies 900290 | +5.4% | 2,930 | |
DL Holdings 000210 | +5.4% | 46,200 | |
BNK Financial Group 138930 | +4.6% | 12,710 | |
Hanjin Heavy Ind. & Const. Holdings 003480 | +4.2% | 5,490 | |
TY Holdings 363280 | +4.1% | 3,410 | |
iM Financial Group 139130 | +3.7% | 12,580 |
Related news
- CJ그룹 지주사 주가 급등 ‘나비효과’ 경영권 승계 난도 급등? — 일요신문 (Korean)
5. Construction Majors (2 days running)
- Episode: started 2025-06-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
DL E&c 375500 | +14.5% | 55,400 | ★ |
Hyundai Engineering & Construction 000720 | +6.3% | 81,100 | |
Daewoo Engineering & Construction 047040 | +2.8% | 4,360 | |
GS Engineering & Construction 006360 | +2.0% | 22,400 | |
Samsung C&T 028260 | +1.6% | 165,100 |
Related news
- [특징주]DL이앤씨, SMR·탄소포집 사업 기대감에↑ — 아시아경제 (Korean)
- DL이앤씨, 차별화된 설계 적용한 ‘e편한세상 군산 디오션루체’ 공급…수요자 관심 모여 — 파이낸셜뉴스 (Korean)
6. Auto Parts (recurred after 14 days)
- Episode: started 2025-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sewon 234100 | +12.1% | 1,494 | ★ |
GH Advanced Materials 130500 | +6.6% | 2,830 | |
Ewon Comfortech 088290 | +6.1% | 1,220 | |
Ecocab 128540 | +4.7% | 1,680 | |
Hyundai Mobis 012330 | +4.4% | 297,500 | |
Korea Movenex 010100 | +3.3% | 4,650 | |
SL 005850 | +3.2% | 33,400 | |
Hwashin 010690 | +3.1% | 8,870 |
Related news
- 폴라리스세원, 북미 로봇택시용 전기차에 핵심 공조 부품 공급 — 한국경제 (Korean)
7. Integrated Logistics (recurred after 7 days)
- Episode: started 2025-06-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KCTC 009070 | +20.5% | 5,050 | ★ |
Dongbang Transport & Logistics 004140 | +11.4% | 2,985 | |
Intergis 129260 | +5.9% | 2,880 | |
Hansol Logistics 009180 | +4.9% | 2,455 | |
Han Express 014130 | +3.9% | 3,585 | |
Sebang 004360 | +2.5% | 15,060 | |
Yoosung T&S 024800 | +1.9% | 2,965 | |
Taewoong Logistics 124560 | +1.5% | 3,030 | |
HANJIN Logistics 002320 | +0.5% | 20,400 | |
CJ Logistics 000120 | +0.3% | 89,200 |
8. Semiconductor Equipment (2 days running)
- Episode: started 2025-06-24, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Temc CNS 241790 | +9.6% | 7,180 | ★ |
EO Technics 039030 | +7.1% | 168,900 | |
HANMI Semiconductor 042700 | +5.1% | 97,500 | |
Tokai Carbon Korea 064760 | +4.7% | 106,800 | |
Fine Semitech 036810 | +4.1% | 17,920 | |
Cymechs 160980 | +4.0% | 13,190 | |
Withtech 348350 | +4.0% | 9,690 | |
Wonik IPS 240810 | +3.8% | 27,300 | |
SFA Semicon 036540 | +3.7% | 3,385 | |
Exicon 092870 | +3.5% | 10,960 |
Closing Thoughts
Semiconductor Equipment and Semiconductor Materials & Components both have episodes spanning 2025-06-24 to 2025-06-26. Temc CNS sits in both, up 9.62%.
Solar, Auto Parts and Integrated Logistics returned after gaps of 2, 14 and 7 days. Whether these one-day runs extend is the next test, with Auto Parts away the longest.