Jan 6: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites)
8 strong themes — 3 running · 5 recurred. Top: Semiconductor Equipment +12.0%.
Strong themes8
Top change+12.0%
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 | +26.98% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Green Optics | +26.98% | |
| Robotics (Industrial & Collaborative) | PJ Electronics | +30.00% | |
| Battery | Sungwoo | +29.98% | |
| SpaceX | Kencoa Aerospace | +4.65% | |
| Autonomous Driving | Sekonix | +22.74% | |
| Shipbuilding Equipment | S&SYS | +8.89% | |
| Metals (Non-Ferrous) | PJ Metal | +5.37% |
On Jan 6, all eight strong themes closed with every listed stock higher. Semiconductor Equipment led the day with an average change of 11.98%.
Space & Aerospace (Nuri Rocket, Satellites) followed at 11.58%. Green Optics led both this theme and chip equipment with a 26.98% gain.
Robotics (Industrial & Collaborative) came back after a gap of 4 days, averaging 11.05% as PJ Electronics rose 30.0%. Battery also returned, led by Sungwoo at 29.98%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 6 days running | +12.0% | 9/9 | Green Optics |
| 2 | Space & Aerospace (Nuri Rocket, Satellites) | 3 days running | +11.6% | 9/9 | Green Optics |
| 3 | Robotics (Industrial & Collaborative) | recurred after 4 days | +11.1% | 9/9 | PJ Electronics |
| 4 | Battery | recurred after 13 days | +7.3% | 10/10 | Sungwoo |
| 5 | SpaceX | recurred after 4 days | +6.5% | 7/7 | Kencoa Aerospace |
| 6 | Autonomous Driving | recurred after 8 days | +6.4% | 10/10 | Sekonix |
| 7 | Shipbuilding Equipment | 2 days running | +5.6% | 10/10 | S&SYS |
| 8 | Metals (Non-Ferrous) | recurred after 8 days | +5.0% | 10/10 | PJ Metal |
Theme by Theme
1. Semiconductor Equipment (6 days running)
- Episode: started 2025-12-26, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
Green Optics 0015G0 | +27.0% | 21,600 | ★ |
Di 003160 | +18.4% | 29,550 | |
HPSP 403870 | +11.9% | 39,150 | |
Apact 200470 | +11.1% | 7,800 | |
HANMI Semiconductor 042700 | +9.8% | 183,700 | |
Tes 095610 | +8.1% | 59,000 | |
Neosem 253590 | +7.4% | 12,160 | |
PSK 319660 | +7.2% | 44,700 | |
KoMi 183300 | +7.0% | 102,600 |
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2. Space & Aerospace (Nuri Rocket, Satellites) (3 days running)
- Episode: started 2026-01-02, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Green Optics 0015G0 | +27.0% | 21,600 | ★ |
Lumir 474170 | +16.9% | 12,000 | |
Genohco 361390 | +14.2% | 22,950 | |
Sensorview 321370 | +10.1% | 1,960 | |
Korea Aerospace Industries 047810 | +9.4% | 136,100 | |
Nara Space Technology 478340 | +9.2% | 33,900 | |
LK Samyang 225190 | +7.6% | 1,580 | |
Innospace 462350 | +5.2% | 16,380 | |
Kencoa Aerospace 274090 | +4.7% | 21,400 |
3. Robotics (Industrial & Collaborative) (recurred after 4 days)
- Episode: started 2026-01-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PJ Electronics 006140 | +30.0% | 7,280 | ★ |
Formetal 119500 | +29.9% | 4,630 | |
Oneul E&m 192410 | +13.3% | 912 | |
Ajinextek 059120 | +8.8% | 10,970 | |
Keyang Electric Machinery 012200 | +7.0% | 8,450 | |
Il 307180 | +3.0% | 3,880 | |
Hyulim ROBOT 090710 | +2.8% | 8,500 | |
Seoam Machinery Industry 100660 | +2.6% | 4,750 | |
Zeus 079370 | +2.1% | 15,870 |
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4. Battery (recurred after 13 days)
- Episode: started 2026-01-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sungwoo 458650 | +30.0% | 12,530 | ★ |
Kangwon Energy 114190 | +7.9% | 14,220 | |
L&F 066970 | +6.5% | 102,600 | |
DI Dong Il 001530 | +4.7% | 20,350 | |
Naintech 267320 | +4.5% | 3,145 | |
Hana Technology 299030 | +4.2% | 27,450 | |
Fino 033790 | +4.1% | 5,540 | |
Philoptics 161580 | +3.7% | 47,500 | |
Ecopro 086520 | +3.7% | 93,200 | |
Koyj 121850 | +3.4% | 4,420 |
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5. SpaceX (recurred after 4 days)
- Episode: started 2026-01-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae Asset Securities 006800 | +12.6% | 28,700 | |
Sensorview 321370 | +10.1% | 1,960 | |
Yjlink 209640 | +7.9% | 4,775 | |
Mirae Asset Venture Investment 100790 | +6.6% | 14,820 | |
Kencoa Aerospace 274090 | +4.7% | 21,400 | ★ |
Aju IB Investment 027360 | +1.9% | 3,545 | |
LG Energy Solution 373220 | +1.8% | 378,000 |
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6. Autonomous Driving (recurred after 8 days)
- Episode: started 2026-01-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sekonix 053450 | +22.7% | 6,800 | ★ |
Mobile Appliance 087260 | +11.4% | 1,894 | |
i3system 214430 | +5.5% | 84,600 | |
Mcnex 097520 | +4.9% | 29,800 | |
SK hynix 000660 | +4.3% | 726,000 | |
NAVER 035420 | +4.2% | 260,000 | |
Motrex 118990 | +4.1% | 9,640 | |
HyVISION SYSTEM 126700 | +2.4% | 16,640 | |
KT 030200 | +2.3% | 52,800 | |
Pamtek 271830 | +2.2% | 1,873 |
7. Shipbuilding Equipment (2 days running)
- Episode: started 2026-01-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hankuk Carbon 017960 | +9.1% | 30,650 | |
S&SYS 0008Z0 | +8.9% | 32,450 | ★ |
HD-Hyundai Marine Engine 071970 | +8.0% | 93,400 | |
Dongsung Finetec 033500 | +5.7% | 26,050 | |
HD Hyundai Marine Solution 443060 | +5.0% | 194,600 | |
Atum 355690 | +5.0% | 4,300 | |
Hyundai HYMS 460930 | +4.0% | 18,360 | |
Hanwha Engine 082740 | +3.6% | 43,400 | |
BMTCo 086670 | +3.5% | 12,630 | |
Taewoong 044490 | +3.3% | 28,400 |
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8. Metals (Non-Ferrous) (recurred after 8 days)
- Episode: started 2026-01-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daechang 012800 | +9.6% | 1,466 | |
Poongsan 103140 | +8.6% | 118,500 | |
Seowon 021050 | +6.4% | 1,183 | |
PJ Metal 128660 | +5.4% | 2,945 | ★ |
DI Dong Il 001530 | +4.7% | 20,350 | |
Daeho Al 069460 | +3.9% | 1,484 | |
Kukil Metal 060480 | +3.3% | 1,729 | |
Leeku Industrial 025820 | +3.2% | 6,130 | |
Poongsan Holdings 005810 | +2.5% | 38,950 | |
Sama Aluminium 006110 | +2.1% | 24,000 |
Closing Thoughts
Semiconductor Equipment has now run for 6 straight sessions, in an episode that began on Dec 26. Space & Aerospace has run for 3 straight sessions.
Mirae Asset Securities rose 12.55% on SpaceX headlines, and S&SYS led Shipbuilding Equipment at 8.89%. The open question is whether these moves continue into the next session.