Dec 2: 8 Strong Themes — Auto Parts, Flexible Displays
8 strong themes — 1 running · 7 recurred. Top: Auto Parts +6.7%.
Strong themes8
Top change+6.7%
LeaderPim Korea
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 |
|---|---|---|---|
| Auto Parts | Pim Korea | +6.67% | |
| Flexible Displays | V-one Tech | +14.74% | |
| Semiconductor Equipment | Innotech | +16.80% | |
| Shipbuilding Equipment | Samyoung M-tek C0 | +10.86% | |
| Car Majors | KG Mobility | +11.31% | |
| Power Equipment | Sanil Electric | +11.04% | |
| Nuclear | Samyoung M-tek C0 | +10.86% | |
| Shipping | Pan Ocean | +11.17% |
On Dec 2, Auto Parts led the strong themes with an average change of 6.68%, and all 10 of its stocks rose. News linked the move to official confirmation of a 15% tariff on Korean cars.
Flexible Displays rose an average 5.64% and Semiconductor Equipment 5.61%, with Innotech up 16.8% in both. Semiconductor Equipment extended its streak to 4.
Shipping drew attention as Pan Ocean jumped 11.17%, with news citing rising bulk freight rates. KG Mobility rose 11.31% within Car Majors.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Auto Parts | recurred after 32 days | +6.7% | 10/10 | Pim Korea |
| 2 | Flexible Displays | recurred after 62 days | +5.6% | 9/9 | V-one Tech |
| 3 | Semiconductor Equipment | 4 days running | +5.6% | 9/9 | Innotech |
| 4 | Shipbuilding Equipment | recurred after 15 days | +5.1% | 10/10 | Samyoung M-tek C0 |
| 5 | Car Majors | recurred after 32 days | +5.0% | 6/6 | KG Mobility |
| 6 | Power Equipment | recurred after 22 days | +5.0% | 10/10 | Sanil Electric |
| 7 | Nuclear | recurred after 6 days | +4.9% | 10/10 | Samyoung M-tek C0 |
| 8 | Shipping | recurred after 41 days | +4.6% | 6/6 | Pan Ocean |
Theme by Theme
1. Auto Parts (recurred after 32 days)
- Episode: started 2025-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samhyun 437730 | +10.1% | 44,000 | |
Neotechnicalsystem 085910 | +8.6% | 5,940 | |
THN 019180 | +7.8% | 8,050 | |
SJG Sejong 033530 | +6.8% | 9,080 | |
Korea Fuel-tech 123410 | +6.7% | 8,130 | |
Pim Korea 448900 | +6.7% | 64,000 | ★ |
SNT Motiv 064960 | +5.6% | 32,300 | |
SG Global 001380 | +5.1% | 1,847 | |
Dgenx 113810 | +5.0% | 887 | |
Hyundai Mobis 012330 | +4.5% | 317,000 |
Related news
- [특징주]‘한국차 관세 15%’ 공식 확인에 자동차부품株 강세 — 아시아경제 (Korean)
2. Flexible Displays (recurred after 62 days)
- Episode: started 2025-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Innotech 469610 | +16.8% | 43,800 | |
V-one Tech 251630 | +14.7% | 6,070 | ★ |
Kolon Industries 120110 | +5.7% | 42,900 | |
Jusung Engineering 036930 | +3.4% | 30,350 | |
Viatron Technologies 141000 | +3.2% | 7,800 | |
Samsung Electronics 005930 | +2.6% | 103,400 | |
Philoptics 161580 | +1.7% | 41,900 | |
LG Display 034220 | +1.5% | 12,510 | |
PI Advanced Materials 178920 | +1.3% | 16,840 |
3. Semiconductor Equipment (4 days running)
- Episode: started 2025-11-27, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Innotech 469610 | +16.8% | 43,800 | ★ |
Nextin 348210 | +7.2% | 70,000 | |
KohYoungTechnology 098460 | +5.9% | 27,750 | |
VM 089970 | +4.6% | 25,000 | |
PSK 319660 | +4.2% | 32,600 | |
Jusung Engineering 036930 | +3.4% | 30,350 | |
Mirae 025560 | +3.4% | 13,560 | |
Robostar 090360 | +2.8% | 72,400 | |
Protec 053610 | +2.2% | 35,100 |
4. Shipbuilding Equipment (recurred after 15 days)
- Episode: started 2025-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samyoung M-tek C0 054540 | +10.9% | 14,910 | ★ |
Dongsung Finetec 033500 | +6.4% | 25,650 | |
STX Engine 077970 | +6.4% | 34,000 | |
HD-Hyundai Marine Engine 071970 | +4.7% | 79,900 | |
KS Industry 101000 | +4.2% | 739 | |
Hankuk Carbon 017960 | +4.1% | 27,850 | |
Hy-lok 013030 | +3.8% | 32,850 | |
Hanla IMS 092460 | +3.7% | 16,590 | |
T. K 023160 | +3.6% | 23,250 | |
Sung Kwang Bend 014620 | +3.5% | 26,800 |
Related news
- 삼영엠텍, 700억 규모 종속사 주식 취득 결정 — 이데일리 (Korean)
5. Car Majors (recurred after 32 days)
- Episode: started 2025-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KG Mobility 003620 | +11.3% | 3,690 | ★ |
Hyundai Motor 005380 | +4.5% | 266,000 | |
Hyundai Mobis 012330 | +4.5% | 317,000 | |
Kia 000270 | +4.2% | 117,000 | |
Hyundai Wia 011210 | +3.5% | 61,700 | |
Hanon Systems 018880 | +1.9% | 3,695 |
6. Power Equipment (recurred after 22 days)
- Episode: started 2025-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sanil Electric 062040 | +11.0% | 148,800 | ★ |
LS ELECTRIC 010120 | +6.7% | 472,500 | |
Taihan Cable & Solution 001440 | +5.8% | 22,800 | |
Gaon Cable 000500 | +5.2% | 76,300 | |
HD Hyundai Electric 267260 | +4.7% | 781,000 | |
Iljin Electric 103590 | +3.5% | 53,600 | |
Dawon Cable 006340 | +3.2% | 3,840 | |
Kwang Myung Electric 017040 | +3.2% | 1,325 | |
Aroot 096690 | +3.1% | 1,907 | |
Hyosung Heavy Industries 298040 | +3.0% | 1,861,000 |
Related news
- 호반그룹 유동성 공급 핵심축 호반건설…한진칼 이외 산일전기·모델솔루션 주식도 확보 — 아시아투데이 (Korean)
- [장중수급포착] 산일전기, 외국인/기관 동시 순매수… 주가 +6.46% — 뉴스핌 (Korean)
7. Nuclear (recurred after 6 days)
- Episode: started 2025-12-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Samyoung M-tek C0 054540 | +10.9% | 14,910 | ★ |
LS ELECTRIC 010120 | +6.7% | 472,500 | |
Taihan Cable & Solution 001440 | +5.8% | 22,800 | |
Aprogen 007460 | +4.5% | 744 | |
Bhi 083650 | +4.2% | 46,900 | |
Hy-lok 013030 | +3.8% | 32,850 | |
T. K 023160 | +3.6% | 23,250 | |
Sung Kwang Bend 014620 | +3.5% | 26,800 | |
Kwang Myung Electric 017040 | +3.2% | 1,325 | |
Hyosung Heavy Industries 298040 | +3.0% | 1,861,000 |
Related news
- 삼영엠텍, 700억 규모 종속사 주식 취득 결정 — 이데일리 (Korean)
8. Shipping (recurred after 41 days)
- Episode: started 2025-12-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pan Ocean 028670 | +11.2% | 4,380 | ★ |
Korea Line 005880 | +9.0% | 1,930 | |
Heung-a Shipping 003280 | +2.8% | 1,670 | |
STX Green Logis 465770 | +2.0% | 6,600 | |
KSS Line 044450 | +1.7% | 9,720 | |
HMM 011200 | +0.8% | 20,150 |
Related news
- 벌크선 운임 상승에 팬오션 10%대 급등…해운주 신바람 [줍줍 리포트] — 서울경제 (Korean)
Closing Thoughts
Semiconductor Equipment is the only theme on a running streak, now at 4 sessions in an episode that began 2025-11-27. The next test is whether it continues.
Other themes came back after gaps, including Shipping after 41 days and Flexible Displays after 62. It remains to be seen whether these one-day moves carry over.