Jan 28: 8 Strong Themes — Semiconductor Equipment, Battery
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Equipment +19.4%.
Strong themes8
Top change+19.4%
LeaderNeosem
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 | Neosem | +29.94% | |
| Battery | Welcron Hantec | +13.78% | |
| Semiconductor Materials & Components | S&S Tech | +24.06% | |
| Robotics (Industrial & Collaborative) | Ajinextek | +16.37% | |
| Auto Parts | Mobase | +20.75% | |
| Holding Companies | Kyungdong Invest | +21.52% | |
| EV | KG Mobility | +10.71% | |
| Cancer Immunotherapy | Cellid | +29.92% |
On Jan 28, every stock in all eight strong themes closed higher. Semiconductor Equipment led with an average change of 19.37%, and its leader Neosem rose 29.94%.
Chip names dominated. Semiconductor Materials & Components averaged 15.35%, led by S&S Tech at 24.06%. Both chip themes are on a 3-day streak.
Battery returned after a gap of 2 days with an average change of 15.49%. Ecopro rose 21.82% and Soulbrain Holdings rose 27.5%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 3 days running | +19.4% | 10/10 | Neosem |
| 2 | Battery | recurred after 2 days | +15.5% | 10/10 | Welcron Hantec |
| 3 | Semiconductor Materials & Components | 3 days running | +15.3% | 10/10 | S&S Tech |
| 4 | Robotics (Industrial & Collaborative) | recurred after 2 days | +12.9% | 9/9 | Ajinextek |
| 5 | Auto Parts | recurred after 7 days | +12.6% | 10/10 | Mobase |
| 6 | Holding Companies | recurred after 5 days | +11.7% | 10/10 | Kyungdong Invest |
| 7 | EV | recurred after 2 days | +11.2% | 10/10 | KG Mobility |
| 8 | Cancer Immunotherapy | recurred after 12 days | +10.5% | 10/10 | Cellid |
Theme by Theme
1. Semiconductor Equipment (3 days running)
- Episode: started 2026-01-26, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Neosem 253590 | +29.9% | 16,490 | ★ |
Fine Semitech 036810 | +24.2% | 49,550 | |
Justem 417840 | +23.2% | 6,080 | |
Tes 095610 | +19.9% | 66,800 | |
Raon Robotics 232680 | +18.1% | 16,400 | |
HPSP 403870 | +17.2% | 44,000 | |
The Codi 224060 | +16.9% | 3,950 | |
Apact 200470 | +16.1% | 9,300 | |
Wonik IPS 240810 | +14.2% | 104,400 | |
Tokai Carbon Korea 064760 | +14.0% | 228,000 |
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- [장중수급포착] 네오셈, 외국인/기관 동시 순매수… 주가 +18.75% — 뉴스핌 (Korean)
2. Battery (recurred after 2 days)
- Episode: started 2026-01-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Soulbrain Holdings 036830 | +27.5% | 56,100 | |
Ecopro 086520 | +21.8% | 168,600 | |
Enchem 348370 | +16.3% | 88,500 | |
Ecopro Materials 450080 | +15.3% | 74,600 | |
Sungwoo 458650 | +15.2% | 12,790 | |
Soulbrain 357780 | +14.3% | 412,500 | |
Welcron Hantec 076080 | +13.8% | 1,544 | ★ |
Global SM Tech 900070 | +10.3% | 451 | |
Almac 354320 | +10.2% | 58,100 | |
KG Chemical 001390 | +10.2% | 5,860 |
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3. Semiconductor Materials & Components (3 days running)
- Episode: started 2026-01-26, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +24.2% | 49,550 | |
S&S Tech 101490 | +24.1% | 92,800 | ★ |
OKins Electronics 080580 | +21.4% | 13,830 | |
Soulbrain 357780 | +14.3% | 412,500 | |
Tokai Carbon Korea 064760 | +14.0% | 228,000 | |
Synopex 025320 | +13.0% | 7,560 | |
ISC 095340 | +11.6% | 131,600 | |
Dongjin Semichem 005290 | +11.1% | 48,450 | |
Micro Contact Solution 098120 | +10.6% | 21,400 | |
Haesung DS 195870 | +9.3% | 63,700 |
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4. Robotics (Industrial & Collaborative) (recurred after 2 days)
- Episode: started 2026-01-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SPG 058610 | +24.3% | 151,500 | |
Raon Robotics 232680 | +18.1% | 16,400 | |
Ajinextek 059120 | +16.4% | 9,880 | ★ |
Higen RNM 160190 | +12.3% | 84,700 | |
SBB Tech 389500 | +10.1% | 78,700 | |
RS Automation 140670 | +9.6% | 24,450 | |
Y2 Solution 011690 | +8.9% | 5,490 | |
Neuromeka 348340 | +8.8% | 95,700 | |
Samhyun 437730 | +8.1% | 69,700 |
5. Auto Parts (recurred after 7 days)
- Episode: started 2026-01-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ryuk-il C&S 191410 | +29.9% | 3,645 | |
Mobase 101330 | +20.8% | 6,400 | ★ |
Sungwoo 458650 | +15.2% | 12,790 | |
Synopex 025320 | +13.0% | 7,560 | |
Almac 354320 | +10.2% | 58,100 | |
HS Hyosung Advanced Materials 298050 | +8.8% | 266,500 | |
Samhyun 437730 | +8.1% | 69,700 | |
Mobase Electronics 012860 | +8.0% | 4,380 | |
Iljin Hysolus 271940 | +6.3% | 14,740 | |
Pim Korea 448900 | +5.1% | 73,900 |
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6. Holding Companies (recurred after 5 days)
- Episode: started 2026-01-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Soulbrain Holdings 036830 | +27.5% | 56,100 | |
Ecopro 086520 | +21.8% | 168,600 | |
Kyungdong Invest 012320 | +21.5% | 67,200 | ★ |
INVENI 015360 | +15.8% | 79,200 | |
CoAsia 045970 | +7.6% | 6,090 | |
SK Square 402340 | +6.5% | 504,000 | |
Woongjin 016880 | +4.9% | 2,470 | |
CJ 001040 | +4.4% | 198,300 | |
LS Eco Energy 229640 | +3.7% | 42,000 | |
GS P&L 499790 | +3.6% | 44,300 |
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7. EV (recurred after 2 days)
- Episode: started 2026-01-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kostecsys 355150 | +16.7% | 14,920 | |
Enchem 348370 | +16.3% | 88,500 | |
Sungho Electronics 043260 | +12.9% | 14,950 | |
Higen RNM 160190 | +12.3% | 84,700 | |
KG Mobility 003620 | +10.7% | 3,980 | ★ |
Global SM Tech 900070 | +10.3% | 451 | |
Almac 354320 | +10.2% | 58,100 | |
Mobase Electronics 012860 | +8.0% | 4,380 | |
L&F 066970 | +7.5% | 136,700 | |
LS ELECTRIC 010120 | +6.5% | 572,000 |
8. Cancer Immunotherapy (recurred after 12 days)
- Episode: started 2026-01-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cellid 299660 | +29.9% | 3,430 | ★ |
The Codi 224060 | +16.9% | 3,950 | |
Qurient 115180 | +14.4% | 34,650 | |
Stcube 052020 | +8.7% | 7,990 | |
SillaJen 215600 | +7.7% | 3,830 | |
Vaxcell-Bio Therapeutics 323990 | +6.6% | 10,320 | |
OSCOTECInc 039200 | +6.2% | 52,300 | |
TiumBio 321550 | +5.3% | 5,790 | |
LigaChem Biosciences 141080 | +5.0% | 202,500 | |
AprilBio 397030 | +4.5% | 58,300 |
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Closing Thoughts
The first thing to track is whether the Semiconductor Equipment run continues past its 3-day streak. Auto Parts averaged 12.55%, and news cited room for a U.S. tariff hike to be withdrawn.
Robotics (Industrial & Collaborative), Holding Companies, EV and Cancer Immunotherapy all came back after gaps. The next test is whether those gains continue.