Nov 17: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites)
8 strong themes — 7 recurred · 1 new. Top: Semiconductor Equipment +15.7%.
Strong themes8
Top change+15.7%
LeaderGreen Optics
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 |
|---|---|---|---|
| Semiconductor Equipment | Green Optics | +42.81% | - |
| Space & Aerospace (Nuri Rocket, Satellites) | Green Optics | +42.81% | - |
| Semiconductor Materials & Components | Purit | +10.63% | |
| HBM (High Bandwidth Memory) | Systems Technology | +13.38% | |
| CXL (Compute Express Link) | Korea Circuit | +20.86% | |
| System Semiconductors | ADTechnology | +10.28% | |
| Hotels & Resorts | Seobu T&D | +18.25% | |
| Casinos | Lotte Tour Development | +12.63% |
Chip stocks set the tone on 2025-11-17. Semiconductor Equipment led all themes with an average change of 15.71%, and all 10 of its stocks closed higher.
Green Optics rose 42.81% on its first day of KOSDAQ trading and led two themes. One was Semiconductor Equipment and the other was Space & Aerospace (Nuri Rocket, Satellites), which averaged 12.4%.
The gains also reached sectors outside chips. Hotels & Resorts appeared as a new theme with an average change of 6.57%, led by Seobu T&D at 18.25%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 4 days | +15.7% | 10/10 | Green Optics |
| 2 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 14 days | +12.4% | 10/10 | Green Optics |
| 3 | Semiconductor Materials & Components | recurred after 4 days | +8.1% | 10/10 | Purit |
| 4 | HBM (High Bandwidth Memory) | recurred after 11 days | +7.6% | 10/10 | Systems Technology |
| 5 | CXL (Compute Express Link) | recurred after 69 days | +7.3% | 7/7 | Korea Circuit |
| 6 | System Semiconductors | recurred after 11 days | +6.6% | 10/10 | ADTechnology |
| 7 | Hotels & Resorts | new | +6.6% | 9/9 | Seobu T&D |
| 8 | Casinos | recurred after 60 days | +5.4% | 4/4 | Lotte Tour Development |
Theme by Theme
1. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2025-11-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Green Optics 0015G0 | +42.8% | 22,850 | ★ |
Sec 081180 | +26.2% | 9,620 | |
Systems Technology 039440 | +13.4% | 26,700 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +11.9% | 10,780 | |
Tes 095610 | +11.8% | 46,600 | |
Tfe 425420 | +11.4% | 43,050 | |
Kctech 281820 | +10.7% | 45,150 | |
Pemtron 168360 | +10.6% | 19,240 | |
Hanyang Eng 045100 | +9.5% | 21,900 | |
Device 187870 | +8.9% | 14,190 |
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2. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 14 days)
- Episode: started 2025-11-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Green Optics 0015G0 | +42.8% | 22,850 | ★ |
Isupetasys 007660 | +18.4% | 131,500 | |
Sphere 347700 | +14.0% | 8,950 | |
Innospace 462350 | +11.0% | 19,230 | |
Hanyang Eng 045100 | +9.5% | 21,900 | |
Korea Aerospace Industries 047810 | +7.9% | 111,200 | |
Genohco 361390 | +5.8% | 15,630 | |
HVM 295310 | +5.3% | 23,850 | |
SatrecInitiative 099320 | +4.7% | 57,900 | |
Vitzro Tech 042370 | +4.7% | 8,920 |
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3. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2025-11-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ISC 095340 | +12.4% | 83,200 | |
Kctech 281820 | +10.7% | 45,150 | |
Purit 445180 | +10.6% | 9,470 | ★ |
FNS Tech 083500 | +7.6% | 12,840 | |
Doosan 000150 | +7.6% | 975,000 | |
KnJ 272110 | +7.1% | 29,250 | |
Nepes 033640 | +6.9% | 18,030 | |
HanaMicron 067310 | +6.1% | 26,000 | |
Haesung DS 195870 | +5.9% | 55,800 | |
DNFCo 092070 | +5.9% | 14,800 |
4. HBM (High Bandwidth Memory) (recurred after 11 days)
- Episode: started 2025-11-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Systems Technology 039440 | +13.4% | 26,700 | ★ |
Kctech 281820 | +10.7% | 45,150 | |
Imt 451220 | +8.8% | 9,620 | |
SK hynix 000660 | +8.2% | 606,000 | |
PSK Holdings 031980 | +7.2% | 51,800 | |
Di 003160 | +7.0% | 26,100 | |
Auros Technology 322310 | +6.1% | 26,250 | |
Genesem 217190 | +5.7% | 8,680 | |
HANMI Semiconductor 042700 | +5.3% | 132,300 | |
Hanwha Vision 489790 | +3.7% | 47,600 |
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5. CXL (Compute Express Link) (recurred after 69 days)
- Episode: started 2025-11-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Circuit 007810 | +20.9% | 32,150 | ★ |
TLB 356860 | +12.8% | 72,100 | |
SK hynix 000660 | +8.2% | 606,000 | |
Samsung Electronics 005930 | +3.5% | 100,600 | |
Qualitas Semiconductor 432720 | +2.4% | 15,600 | |
Exicon 092870 | +1.8% | 15,700 | |
Fadu 440110 | +1.5% | 24,400 |
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6. System Semiconductors (recurred after 11 days)
- Episode: started 2025-11-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ADTechnology 200710 | +10.3% | 23,600 | ★ |
SK hynix 000660 | +8.2% | 606,000 | |
Di 003160 | +7.0% | 26,100 | |
Dongwoon Anatech 094170 | +6.9% | 21,100 | |
Nepes 033640 | +6.9% | 18,030 | |
Nepes Ark 330860 | +6.2% | 19,550 | |
HanaMicron 067310 | +6.1% | 26,000 | |
HANMI Semiconductor 042700 | +5.3% | 132,300 | |
LEENO Industrial 058470 | +4.6% | 59,100 | |
Doosan Tesna 131970 | +4.3% | 46,000 |
7. Hotels & Resorts (new)
- Episode: started 2025-11-17, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Seobu T&D 006730 | +18.2% | 10,300 | ★ |
Lotte Tour Development 032350 | +12.6% | 20,600 | |
GS P&L 499790 | +9.8% | 44,150 | |
JS 194370 | +5.5% | 10,730 | |
Paradise 034230 | +5.0% | 15,650 | |
Hotel Shilla 008770 | +4.9% | 48,000 | |
Hanwha 000880 | +2.2% | 90,900 | |
E-mart 139480 | +0.8% | 79,500 | |
Kangwon Land 035250 | +0.1% | 17,300 |
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8. Casinos (recurred after 60 days)
- Episode: started 2025-11-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Tour Development 032350 | +12.6% | 20,600 | ★ |
Paradise 034230 | +5.0% | 15,650 | |
Grand Korea Leisure 114090 | +3.9% | 14,050 | |
Kangwon Land 035250 | +0.1% | 17,300 |
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Closing Thoughts
Every theme on the list was on the first day of its streak, so the next session will show whether these moves continue. CXL (Compute Express Link) returned after a gap of 69 days.
Large-cap stocks also took part. SK hynix rose 8.21% and appeared in three themes, while Casinos returned after 60 days with an average change of 5.39%.