Nov 6: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
8 strong themes — 8 recurred. Top: System Semiconductors +9.8%.
Strong themes8
Top change+9.8%
LeaderAlphachips
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 |
|---|---|---|---|
| System Semiconductors | Alphachips | +29.90% | |
| Semiconductor Equipment | KohYoungTechnology | +23.46% | |
| Battery | Xavis | +5.29% | |
| Holding Companies | Youngone Holdings | +14.86% | |
| Semiconductor Materials & Components | Duksanhimetal | +12.89% | |
| HBM (High Bandwidth Memory) | KohYoungTechnology | +23.46% | |
| Property & Casualty Insurance | Hanwha General Insurance | +13.88% | |
| Glass Substrates | Pie | +13.70% |
On 2025-11-06, System Semiconductors led the session with an average change of 9.81%, and all 10 of its stocks rose. Its leader, Alphachips, gained 29.9%.
Chip names dominated the list. Semiconductor Equipment averaged 9.65% and HBM (High Bandwidth Memory) averaged 6.85%. KohYoungTechnology rose 23.46% and led both themes.
Outside chips, Holding Companies returned after a 10-day gap with an average change of 8.55%. Property & Casualty Insurance came back after 38 days, averaging 6.22%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | System Semiconductors | recurred after 2 days | +9.8% | 10/10 | Alphachips |
| 2 | Semiconductor Equipment | recurred after 2 days | +9.7% | 10/10 | KohYoungTechnology |
| 3 | Battery | recurred after 2 days | +8.6% | 9/9 | Xavis |
| 4 | Holding Companies | recurred after 10 days | +8.6% | 10/10 | Youngone Holdings |
| 5 | Semiconductor Materials & Components | recurred after 2 days | +7.4% | 10/10 | Duksanhimetal |
| 6 | HBM (High Bandwidth Memory) | recurred after 2 days | +6.8% | 10/10 | KohYoungTechnology |
| 7 | Property & Casualty Insurance | recurred after 38 days | +6.2% | 8/8 | Hanwha General Insurance |
| 8 | Glass Substrates | recurred after 3 days | +6.2% | 10/10 | Pie |
Theme by Theme
1. System Semiconductors (recurred after 2 days)
- Episode: started 2025-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Alphachips 117670 | +29.9% | 9,080 | ★ |
KohYoungTechnology 098460 | +23.5% | 20,100 | |
Makus 093520 | +8.7% | 28,200 | |
PSK 319660 | +8.4% | 40,000 | |
Nepes Ark 330860 | +6.4% | 20,200 | |
Synic Solution 234030 | +5.1% | 8,050 | |
Techwing 089030 | +4.5% | 63,100 | |
LB Semicon 061970 | +4.0% | 5,050 | |
LEENO Industrial 058470 | +4.0% | 57,600 | |
SFA Semicon 036540 | +3.7% | 4,510 |
2. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2025-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KohYoungTechnology 098460 | +23.5% | 20,100 | ★ |
Koses 089890 | +12.4% | 31,700 | |
Tse 131290 | +10.9% | 54,200 | |
PSK 319660 | +8.4% | 40,000 | |
Tfe 425420 | +7.8% | 39,450 | |
Rorze Systems 071280 | +7.8% | 11,800 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +6.8% | 10,470 | |
Nepes Ark 330860 | +6.4% | 20,200 | |
Dit 110990 | +6.3% | 15,780 | |
Kctech 281820 | +6.2% | 39,350 |
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3. Battery (recurred after 2 days)
- Episode: started 2025-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pie 452450 | +13.7% | 9,210 | |
Koses 089890 | +12.4% | 31,700 | |
Tapex 055490 | +12.2% | 17,960 | |
meerecompanyIncorporated 049950 | +8.5% | 16,980 | |
HB Technology 078150 | +7.6% | 2,185 | |
Dit 110990 | +6.3% | 15,780 | |
Hannong Chemicals 011500 | +6.2% | 16,460 | |
Samjin LND 054090 | +5.4% | 822 | |
Xavis 254120 | +5.3% | 1,433 | ★ |
4. Holding Companies (recurred after 10 days)
- Episode: started 2025-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Youngone Holdings 009970 | +14.9% | 156,900 | ★ |
Noroo Holdings 000320 | +9.6% | 24,000 | |
LG 003550 | +8.5% | 86,500 | |
Hyundai G.F. Holdings 005440 | +8.5% | 8,160 | |
Lotte 004990 | +8.3% | 30,700 | |
Kolon 002020 | +7.8% | 48,500 | |
Nexen 005720 | +7.3% | 5,410 | |
Hana Financial Group 086790 | +7.0% | 93,000 | |
SK 034730 | +7.0% | 254,000 | |
HD Hyundai 267250 | +6.7% | 216,500 |
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5. Semiconductor Materials & Components (recurred after 2 days)
- Episode: started 2025-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Duksanhimetal 077360 | +12.9% | 7,180 | ★ |
Micro2nano 424980 | +9.1% | 11,190 | |
ISC 095340 | +8.1% | 80,000 | |
Ram Technology 171010 | +6.7% | 4,475 | |
Doosan 000150 | +6.6% | 991,000 | |
BCnC 146320 | +6.4% | 15,020 | |
Kctech 281820 | +6.2% | 39,350 | |
Hanyang Digitech 078350 | +6.2% | 24,000 | |
KnJ 272110 | +6.1% | 27,750 | |
Purit 445180 | +5.9% | 7,870 |
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- [장중수급포착] 덕산하이메탈, 외국인/기관 동시 순매수… 주가 +12.11% — 뉴스핌 (Korean)
6. HBM (High Bandwidth Memory) (recurred after 2 days)
- Episode: started 2025-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KohYoungTechnology 098460 | +23.5% | 20,100 | ★ |
Micro2nano 424980 | +9.1% | 11,190 | |
Dit 110990 | +6.3% | 15,780 | |
Kctech 281820 | +6.2% | 39,350 | |
Genesem 217190 | +4.7% | 8,680 | |
Techwing 089030 | +4.5% | 63,100 | |
Systems Technology 039440 | +4.4% | 22,650 | |
Zeus 079370 | +3.6% | 15,100 | |
Auros Technology 322310 | +3.5% | 26,700 | |
Yest 122640 | +2.9% | 17,720 |
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- [장중수급포착] 고영, 기관 5일 연속 순매수행진… 주가 +16.52% — 뉴스핌 (Korean)
7. Property & Casualty Insurance (recurred after 38 days)
- Episode: started 2025-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha General Insurance 000370 | +13.9% | 5,990 | ★ |
DB Insurance 005830 | +8.3% | 139,000 | |
Hyundaimarine&fireinsurance 001450 | +6.6% | 29,200 | |
Samsung Fire & Marine Insurance 000810 | +5.2% | 493,500 | |
Heungkuk Fire & Marine Insurance 000540 | +4.8% | 3,830 | |
Korean Reinsurance Company 003690 | +3.9% | 11,130 | |
Lotte Non-Life Insurance 000400 | +3.5% | 1,906 | |
Seoul Guarantee Insurance Company 031210 | +3.5% | 51,300 |
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8. Glass Substrates (recurred after 3 days)
- Episode: started 2025-11-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pie 452450 | +13.7% | 9,210 | ★ |
meerecompanyIncorporated 049950 | +8.5% | 16,980 | |
HB Technology 078150 | +7.6% | 2,185 | |
Ram Technology 171010 | +6.7% | 4,475 | |
Icd 040910 | +5.9% | 4,785 | |
FNS Tech 083500 | +4.4% | 13,490 | |
HBL 452190 | +4.4% | 5,460 | |
C&G Hi Tech 264660 | +3.8% | 16,040 | |
Taesung 323280 | +3.4% | 31,700 | |
Hass 450330 | +3.1% | 6,600 |
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Closing Thoughts
Every theme on the list was a recurrence with a streak of 1, so none has shown follow-through yet. The next data point is whether Semiconductor Equipment extends its run past Nov 6.
In Glass Substrates, Pie rose 13.7% on headlines about its role in a national glass-substrate project. Battery also gained broadly: all 9 of its stocks rose, for an average change of 8.62%.