Jan 2: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Robotics (Industrial & Collaborative)

January 2, 2026 · #Space & Aerospace (Nuri Rocket, Satellites) #Robotics (Industrial & Collaborative) #Semiconductor Equipment #Smart Factory #Beauty & Cosmetics #Medical Devices #SpaceX #AI & Robotics

8 strong themes — 1 running · 7 recurred. Top: Space & Aerospace (Nuri Rocket, Satellites) +15.2%.

Strong themes8 Top change+15.2% LeaderSphere

Average change by strong theme

Average change of member stocks, by theme · descending
Space & Aerospace (Nuri Rocket, Satellites)
+15.2%
Robotics (Industrial & Collaborative)
+14.3%
Semiconductor Equipment
+14.2%
Smart Factory
+13.8%
Beauty & Cosmetics
+12.1%
Medical Devices
+11.8%
SpaceX
+11.6%
AI & Robotics
+11.4%

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
Space & Aerospace (Nuri Rocket, Satellites)Sphere+29.95%
Robotics (Industrial & Collaborative)LS THiRA-UTECH+29.97%
Semiconductor EquipmentTes+19.42%
Smart FactoryLS THiRA-UTECH+29.97%
Beauty & CosmeticsHankook Cosmetics+21.51%
Medical DevicesWonIk+29.96%
SpaceXSphere+29.95%
AI & RoboticsNota+21.81%

All strong themes on Jan 2 closed with every member stock higher. Space & Aerospace (Nuri Rocket, Satellites) led with an average change of 15.25%, with all 10 of its stocks up.

Semiconductor Equipment is the only theme on a streak, at 4, with an average change of 14.18%. Its leader, Tes, rose 19.42% on a day when a supply contract made the news.

Robotics (Industrial & Collaborative) followed with an average change of 14.3%, led by LS THiRA-UTECH at 29.97%. Hyulim ROBOT traded 39341902 shares, the heaviest volume in the set.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Space & Aerospace (Nuri Rocket, Satellites)recurred after 9 days+15.2%10/10Sphere
2Robotics (Industrial & Collaborative)recurred after 4 days+14.3%9/9LS THiRA-UTECH
3Semiconductor Equipment4 days running+14.2%10/10Tes
4Smart Factoryrecurred after 7 days+13.8%9/9LS THiRA-UTECH
5Beauty & Cosmeticsrecurred after 14 days+12.1%10/10Hankook Cosmetics
6Medical Devicesrecurred after 17 days+11.8%9/9WonIk
7SpaceXrecurred after 9 days+11.6%10/10Sphere
8AI & Roboticsrecurred after 4 days+11.4%9/9Nota

Theme by Theme

1. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 9 days)

StockChangeCloseLeader
Sphere 347700+29.9%19,090★
SatrecInitiative 099320+29.9%89,100
Fiberpro 368770+18.5%12,800
Intellian Technologies 189300+14.6%68,200
HVM 295310+13.9%67,100
Innospace 462350+12.2%13,580
SeAH Besteel Holdings 001430+11.3%55,900
Genohco 361390+8.3%19,370
Asia Pacific Satellite lnc 211270+7.2%13,580
Lumir 474170+6.5%9,640

2. Robotics (Industrial & Collaborative) (recurred after 4 days)

StockChangeCloseLeader
LS THiRA-UTECH 322180+30.0%10,060★
Hyundai Movex 319400+26.1%23,700
Keyang Electric Machinery 012200+18.4%7,850
Pim Korea 448900+17.8%51,600
Hyulim ROBOT 090710+9.9%8,190
Russell 217500+8.0%2,050
Kornic Automation 391710+7.2%2,455
Cymechs 160980+5.8%15,440
Haisung Aero-Robotics 059270+5.5%10,040

3. Semiconductor Equipment (4 days running)

StockChangeCloseLeader
Tes 095610+19.4%53,200★
KohYoungTechnology 098460+18.6%27,150
Wonik IPS 240810+17.8%80,000
Gigalane 049080+14.5%585
EugeneTechnology 084370+14.1%85,600
HANMI Semiconductor 042700+13.4%144,500
Di 003160+12.9%24,100
Techwing 089030+11.1%50,900
Tse 131290+10.1%63,400
Jusung Engineering 036930+9.9%30,450

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4. Smart Factory (recurred after 7 days)

StockChangeCloseLeader
LS THiRA-UTECH 322180+30.0%10,060★
Hyundai Movex 319400+26.1%23,700
KohYoungTechnology 098460+18.6%27,150
Linkgenesis 219420+14.7%5,850
Hyulim ROBOT 090710+9.9%8,190
Kornic Automation 391710+7.2%2,455
LS ELECTRIC 010120+7.1%492,500
Micube Solution 373170+5.3%7,370
Douzone Bizon 012510+5.1%90,000

5. Beauty & Cosmetics (recurred after 14 days)

StockChangeCloseLeader
Hankook Cosmetics 123690+21.5%12,200★
Manyo Factory 439090+15.1%15,750
Tonymoly 214420+12.8%9,460
Genic 123330+12.0%18,500
Genome&Company 314130+11.9%7,700
C&C International 352480+11.0%32,900
iFamilySC 114840+9.7%14,980
Cosmax 192820+9.2%178,000
HLB Pep 196300+8.8%7,790
Bbia 451250+8.7%10,000

6. Medical Devices (recurred after 17 days)

StockChangeCloseLeader
WonIk 032940+30.0%13,750★
Laseroptek 199550+18.2%6,500
Asterasys 450950+13.7%14,060
QuantaMatrix 317690+7.7%5,160
PharmaResearch 214450+7.7%434,000
Classys 214150+7.5%58,600
Samsung Electronics 005930+7.2%128,500
JLK 322510+7.0%5,950
Lunit 328130+6.9%43,950

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7. SpaceX (recurred after 9 days)

StockChangeCloseLeader
Sphere 347700+29.9%19,090★
Aju IB Investment 027360+15.8%3,340
HVM 295310+13.9%67,100
Sensorview 321370+11.7%1,452
SeAH Besteel Holdings 001430+11.3%55,900
Mirae Asset Venture Investment 100790+9.2%13,590
Yjlink 209640+8.2%4,495
Mirae Asset Securities 006800+5.6%24,650
Kencoa Aerospace 274090+5.2%18,710
NanoTIM 417010+4.9%7,500

8. AI & Robotics (recurred after 4 days)

StockChangeCloseLeader
Nota 486990+21.8%56,400★
KohYoungTechnology 098460+18.6%27,150
Linkgenesis 219420+14.7%5,850
Konan Technology Incorporation 402030+10.3%21,750
Hyulim ROBOT 090710+9.9%8,190
Russell 217500+8.0%2,050
YoungWoo DSP 143540+7.0%1,015
LaonPeople 300120+6.2%2,115
Artist Company 321820+6.0%4,295

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Closing Thoughts

Most themes came back after a gap, and Medical Devices returned after 17 days. The Space & Aerospace (Nuri Rocket, Satellites) episode runs through Jan 6, as does Semiconductor Equipment’s.

The themes also share leaders. LS THiRA-UTECH leads both Robotics (Industrial & Collaborative) and Smart Factory. Sphere leads both Space & Aerospace (Nuri Rocket, Satellites) and SpaceX.