Jan 8: 8 Strong Themes — Auto Parts, Defense & War

January 8, 2026 · #Auto Parts #Defense & War #Semiconductor Equipment #Space & Aerospace (Nuri Rocket, Satellites) #GLP-1 & Obesity Drugs #System Semiconductors #Shipbuilding #Shipbuilding Equipment

8 strong themes — 1 running · 7 recurred. Top: Auto Parts +14.2%.

Strong themes8 Top change+14.2% LeaderMobase Electronics

Average change by strong theme

Average change of member stocks, by theme · descending
Auto Parts
+14.2%
Defense & War
+11.6%
Semiconductor Equipment
+10.5%
Space & Aerospace (Nuri Rocket, Satellites)
+10.2%
GLP-1 & Obesity Drugs
+6.6%
System Semiconductors
+5.3%
Shipbuilding
+5.0%
Shipbuilding Equipment
+4.3%

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
Auto PartsMobase Electronics+29.95%
Defense & WarSolDefense+29.82%
Semiconductor EquipmentDawon Nexview+30.00%
Space & Aerospace (Nuri Rocket, Satellites)Genohco+13.05%
GLP-1 & Obesity DrugsG2gbio+25.27%
System SemiconductorsGaonchips+20.64%
ShipbuildingDongil Steelux+11.58%
Shipbuilding EquipmentBumhan Fuel Cell+4.57%

On Jan 8, Auto Parts led the strong themes with an average change of 14.17%, and all 10 stocks rose. Mobase Electronics led at 29.95% as the theme returned after a 34-day gap.

Defense & War followed with an average change of 11.64%, led by SolDefense at 29.82%. Semiconductor Equipment averaged 10.51%, with Dawon Nexview up 30.0%.

Every listed stock in all eight themes closed higher. Shipbuilding was the only continuing theme, on a streak of 4 with an average change of 5.0%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Auto Partsrecurred after 34 days+14.2%10/10Mobase Electronics
2Defense & Warrecurred after 3 days+11.6%9/9SolDefense
3Semiconductor Equipmentrecurred after 2 days+10.5%10/10Dawon Nexview
4Space & Aerospace (Nuri Rocket, Satellites)recurred after 2 days+10.2%9/9Genohco
5GLP-1 & Obesity Drugsrecurred after 10 days+6.6%10/10G2gbio
6System Semiconductorsrecurred after 27 days+5.3%10/10Gaonchips
7Shipbuilding4 days running+5.0%6/6Dongil Steelux
8Shipbuilding Equipmentrecurred after 2 days+4.3%10/10Bumhan Fuel Cell

Theme by Theme

1. Auto Parts (recurred after 34 days)

StockChangeCloseLeader
Mobase Electronics 012860+29.9%1,957★
Hmnex 036170+29.9%1,102
Keyang Electric Machinery 012200+29.9%10,980
Hyundai Wia 011210+8.1%83,800
Top Run Total Solution 336680+8.1%4,455
Iljeong Industrial 008500+7.9%3,070
Pim Korea 448900+7.7%58,500
Sambo Motors 053700+7.2%7,540
Almac 354320+6.6%28,400
SNT Dynamics 003570+6.1%51,300

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2. Defense & War (recurred after 3 days)

StockChangeCloseLeader
SolDefense 215090+29.8%3,265★
Genohco 361390+13.1%25,550
S Connect 096630+11.4%711
SatrecInitiative 099320+10.7%110,800
i3system 214430+8.9%86,800
Hyundai Wia 011210+8.1%83,800
Hanwha Aerospace 012450+7.9%1,090,000
Sensorview 321370+7.8%2,075
Hanwha Ocean 042660+7.0%129,700

3. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
Dawon Nexview 323350+30.0%6,630★
Hmnex 036170+29.9%1,102
Jusung Engineering 036930+12.7%34,950
Di 003160+7.0%28,950
Green Optics 0015G0+6.1%24,300
Sec 081180+5.6%16,300
Asflow 159010+4.0%5,140
HPSP 403870+3.6%34,400
Justem 417840+3.5%5,070
RS Automation 140670+2.5%16,520

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4. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 2 days)

StockChangeCloseLeader
Innospace 462350+16.7%20,300
Lumir 474170+14.4%13,120
Genohco 361390+13.1%25,550★
SatrecInitiative 099320+10.7%110,800
Asia Pacific Satellite lnc 211270+9.8%15,430
Hanwha Aerospace 012450+7.9%1,090,000
Sensorview 321370+7.8%2,075
Green Optics 0015G0+6.1%24,300
Contec 451760+5.0%14,490

5. GLP-1 & Obesity Drugs (recurred after 10 days)

StockChangeCloseLeader
G2gbio 456160+25.3%80,800★
D&D Pharmatech 347850+9.9%108,700
Nibec 138610+7.7%39,650
Raphas 214260+5.3%13,110
Inventage Lab 389470+5.1%88,600
BNC Korea 256840+4.4%4,980
Peptron 087010+3.0%254,000
Daewoong Pharma 069620+2.4%173,100
Dong-a ST 170900+1.9%53,300
KoBioLabs 348150+0.7%6,140

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6. System Semiconductors (recurred after 27 days)

StockChangeCloseLeader
Gaonchips 399720+20.6%64,300★
ADTechnology 200710+7.4%33,450
Di 003160+7.0%28,950
Asicland 445090+5.1%29,650
iA 038880+3.3%158
Zaram Technology 389020+3.0%41,800
Synic Solution 234030+2.3%9,860
SK hynix 000660+1.9%756,000
KohYoungTechnology 098460+1.7%26,650
Openedges Technology 394280+1.2%14,570

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7. Shipbuilding (4 days running)

StockChangeCloseLeader
Dongil Steelux 023790+11.6%1,590★
Hanwha Ocean 042660+7.0%129,700
HD Hyundai Heavy Industries 329180+4.5%582,000
Samsung Heavy Industries 010140+3.9%26,350
HD Korea Shipbuilding & Offshore Engineering 009540+1.6%424,500
HJ Shipbuilding & Construction 097230+1.4%24,650

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8. Shipbuilding Equipment (recurred after 2 days)

StockChangeCloseLeader
S&SYS 0008Z0+8.4%33,500
HD-Hyundai Marine Engine 071970+6.8%96,200
SK oceanplant 100090+5.4%20,850
Bumhan Fuel Cell 382900+4.6%27,450★
STX Engine 077970+3.9%34,500
Hanwha Engine 082740+3.9%45,550
Samyoung M-tek C0 054540+3.8%15,280
Sung Kwang Bend 014620+3.1%26,500
Dongbang Ship Machinery 099410+1.8%5,210
Oriental Precision & Engineering 014940+1.4%8,050

Closing Thoughts

The Shipbuilding episode runs to Jan 9, and Defense & War spans Jan 8 to Jan 13. Shared names such as Hyundai Wia and Hanwha Ocean tie several themes together.

In GLP-1 & Obesity Drugs, G2gbio rose 25.27% while KoBioLabs gained just 0.66%. System Semiconductors showed a similar gap, with Gaonchips at 20.64% and SK hynix at 1.89%.