Jan 29: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), SpaceX
8 strong themes — 2 running · 6 recurred. Top: Space & Aerospace (Nuri Rocket, Satellites) +15.9%.
Strong themes8
Top change+15.9%
LeaderKencoa Aerospace
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 |
|---|---|---|---|
| Space & Aerospace (Nuri Rocket, Satellites) | Kencoa Aerospace | +23.86% | |
| SpaceX | Aju IB Investment | +29.97% | |
| Defense & War | Kencoa Aerospace | +23.86% | |
| Securities Brokers | SK Securities | +29.94% | |
| Semiconductor Equipment | JT | +16.92% | |
| Medical Devices | Vieworks | +17.67% | |
| System Semiconductors | Iron Device | +29.91% | |
| STO (Security Token Offering) | SK Securities | +29.94% |
All eight strong themes on 2026-01-29 closed with every listed stock higher. Space & Aerospace (Nuri Rocket, Satellites) led with an average change of 15.91%.
SpaceX followed with an average change of 15.36%, as news cited a possible June listing. Aju IB Investment led that group, up 29.97%.
Securities Brokers rose by an average of 12.77%, led by SK Securities at 29.94%. Semiconductor Equipment extended its run to a streak of 4.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 2 days | +15.9% | 9/9 | Kencoa Aerospace |
| 2 | SpaceX | recurred after 2 days | +15.4% | 10/10 | Aju IB Investment |
| 3 | Defense & War | recurred after 9 days | +13.0% | 10/10 | Kencoa Aerospace |
| 4 | Securities Brokers | recurred after 2 days | +12.8% | 10/10 | SK Securities |
| 5 | Semiconductor Equipment | 4 days running | +11.6% | 9/9 | JT |
| 6 | Medical Devices | 2 days running | +10.8% | 9/9 | Vieworks |
| 7 | System Semiconductors | recurred after 2 days | +10.4% | 10/10 | Iron Device |
| 8 | STO (Security Token Offering) | recurred after 2 days | +9.5% | 10/10 | SK Securities |
Theme by Theme
1. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 2 days)
- Episode: started 2026-01-29, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +23.9% | 29,850 | ★ |
Intellian Technologies 189300 | +20.9% | 105,200 | |
Nara Space Technology 478340 | +19.1% | 58,500 | |
SatrecInitiative 099320 | +18.7% | 178,100 | |
Sphere 347700 | +14.9% | 25,800 | |
Innospace 462350 | +13.4% | 22,900 | |
Hanyang Eng 045100 | +12.5% | 32,750 | |
Lumir 474170 | +10.7% | 15,160 | |
Fiberpro 368770 | +9.1% | 17,460 |
2. SpaceX (recurred after 2 days)
- Episode: started 2026-01-29, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Aju IB Investment 027360 | +30.0% | 4,510 | ★ |
Mirae Asset Venture Investment 100790 | +28.9% | 19,200 | |
Kencoa Aerospace 274090 | +23.9% | 29,850 | |
Mirae Asset Securities 006800 | +17.4% | 40,850 | |
Sphere 347700 | +14.9% | 25,800 | |
NanoTIM 417010 | +10.7% | 11,070 | |
HVM 295310 | +8.9% | 91,700 | |
SeAH Besteel Holdings 001430 | +7.0% | 73,100 | |
Yjlink 209640 | +6.8% | 4,510 | |
INNOX Advanced Materials 272290 | +5.2% | 32,600 |
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3. Defense & War (recurred after 9 days)
- Episode: started 2026-01-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +23.9% | 29,850 | ★ |
SatrecInitiative 099320 | +18.7% | 178,100 | |
RF Systems 474610 | +17.8% | 7,200 | |
TAIHAN Fiberoptics 010170 | +15.5% | 3,840 | |
Sec 081180 | +12.5% | 16,800 | |
i3system 214430 | +9.6% | 128,500 | |
Fiberpro 368770 | +9.1% | 17,460 | |
Wavice 289930 | +8.4% | 13,120 | |
Ace Technologies 088800 | +7.6% | 3,315 | |
Green Optics 0015G0 | +7.1% | 34,000 |
4. Securities Brokers (recurred after 2 days)
- Episode: started 2026-01-29, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Securities 001510 | +29.9% | 894 | ★ |
Sangsangininvestment&securities 001290 | +18.7% | 780 | |
Mirae Asset Securities 006800 | +17.4% | 40,850 | |
Eugene Investment & Securities 001200 | +11.7% | 4,310 | |
Korea Investment Holdings 071050 | +9.4% | 221,500 | |
Yuanta Securities Korea 003470 | +9.0% | 4,500 | |
Hanwha Investment&securities 003530 | +8.5% | 6,610 | |
LS Securities 078020 | +8.2% | 5,800 | |
KIWOOM Securities 039490 | +7.8% | 426,000 | |
Shinyoung Securities 001720 | +7.0% | 178,500 |
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5. Semiconductor Equipment (4 days running)
- Episode: started 2026-01-26, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
JT 089790 | +16.9% | 5,770 | ★ |
Raon Robotics 232680 | +15.0% | 18,860 | |
Hanyang Eng 045100 | +12.5% | 32,750 | |
Sec 081180 | +12.5% | 16,800 | |
HANMI Semiconductor 042700 | +11.8% | 203,500 | |
Seojin System 178320 | +10.4% | 38,200 | |
SFA Semicon 036540 | +8.9% | 6,860 | |
Genesem 217190 | +8.4% | 5,960 | |
Techwing 089030 | +7.8% | 47,600 |
6. Medical Devices (2 days running)
- Episode: started 2026-01-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Vieworks 100120 | +17.7% | 29,300 | ★ |
Jetema 216080 | +14.3% | 10,890 | |
Curiosis 494120 | +12.1% | 69,500 | |
Classys 214150 | +11.3% | 75,600 | |
Interojo 119610 | +10.5% | 18,250 | |
Hans Biomed 042520 | +10.1% | 30,400 | |
i3system 214430 | +9.6% | 128,500 | |
Dongwoon Anatech 094170 | +6.1% | 29,600 | |
T&L 340570 | +5.8% | 52,300 |
7. System Semiconductors (recurred after 2 days)
- Episode: started 2026-01-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Iron Device 464500 | +29.9% | 4,365 | ★ |
HANMI Semiconductor 042700 | +11.8% | 203,500 | |
Nepes 033640 | +9.8% | 19,490 | |
SFA Semicon 036540 | +8.9% | 6,860 | |
Ictk 456010 | +8.2% | 17,890 | |
Makus 093520 | +8.1% | 23,450 | |
Techwing 089030 | +7.8% | 47,600 | |
Nextchip 396270 | +7.2% | 3,635 | |
NC& 092600 | +6.4% | 597 | |
Dongwoon Anatech 094170 | +6.1% | 29,600 |
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8. STO (Security Token Offering) (recurred after 2 days)
- Episode: started 2026-01-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Securities 001510 | +29.9% | 894 | ★ |
Eugene Investment & Securities 001200 | +11.7% | 4,310 | |
Korea Investment Holdings 071050 | +9.4% | 221,500 | |
Hanwha Investment&securities 003530 | +8.5% | 6,610 | |
KIWOOM Securities 039490 | +7.8% | 426,000 | |
Hecto Financial 234340 | +6.9% | 24,100 | |
Aton 158430 | +5.9% | 7,740 | |
Kyobo Securities 030610 | +4.9% | 12,100 | |
GalaxiaMoneytree 094480 | +4.8% | 10,800 | |
Korea Asset Investment Securities 190650 | +4.7% | 7,790 |
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Closing Thoughts
Semiconductor Equipment and Medical Devices are the only themes on consecutive runs, with streaks of 4 and 2. The other six themes returned after a gap.
Several names showed up in more than one theme, and Kencoa Aerospace appeared in three with a gain of 23.86%. The next session’s data will show whether that overlap continues.