Feb 12: 8 Strong Themes — Semiconductor Equipment, Holding Companies
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +15.4%.
Strong themes8
Top change+15.4%
LeaderJT
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 | JT | +26.01% | |
| Holding Companies | Hyundai G.F. Holdings | +15.12% | |
| Semiconductor Materials & Components | OCI Company | +9.75% | |
| Space & Aerospace (Nuri Rocket, Satellites) | SuNAM | +29.87% | |
| HBM (High Bandwidth Memory) | Laserssel | +29.89% | |
| Power Equipment | SuNAM | +29.87% | |
| Ukraine Reconstruction | DaedongMetal | +9.53% | |
| Nickel | Hyundai BNG Steel | +15.12% |
On Feb 12, all eight strong themes closed with every listed stock higher. Semiconductor Equipment led with an average change of 15.39%, and all 9 of its stocks rose.
Laserssel rose 29.89% and Wonik IPS 29.77%, while leader JT gained 26.01%. The chip move also reached HBM (High Bandwidth Memory), where Samsung Electronics added 6.44%.
Holding Companies posted an average change of 8.29%, led by Hyundai G.F. Holdings at 15.12%. SuNAM, up 29.87%, led both Space & Aerospace (Nuri Rocket, Satellites) and Power Equipment.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 3 days | +15.4% | 9/9 | JT |
| 2 | Holding Companies | recurred after 3 days | +8.3% | 10/10 | Hyundai G.F. Holdings |
| 3 | Semiconductor Materials & Components | recurred after 3 days | +7.1% | 10/10 | OCI Company |
| 4 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 3 days | +7.0% | 10/10 | SuNAM |
| 5 | HBM (High Bandwidth Memory) | recurred after 3 days | +6.8% | 10/10 | Laserssel |
| 6 | Power Equipment | 2 days running | +6.3% | 10/10 | SuNAM |
| 7 | Ukraine Reconstruction | recurred after 6 days | +6.1% | 10/10 | DaedongMetal |
| 8 | Nickel | recurred after 702 days | +5.5% | 10/10 | Hyundai BNG Steel |
Theme by Theme
1. Semiconductor Equipment (recurred after 3 days)
- Episode: started 2026-02-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Laserssel 412350 | +29.9% | 4,715 | |
Wonik IPS 240810 | +29.8% | 133,400 | |
JT 089790 | +26.0% | 7,800 | ★ |
Cymechs 160980 | +15.3% | 21,200 | |
N2tech 227950 | +10.3% | 470 | |
HANMI Semiconductor 042700 | +10.0% | 209,500 | |
Tokai Carbon Korea 064760 | +6.8% | 221,000 | |
Nextin 348210 | +5.5% | 81,200 | |
Hmnex 036170 | +5.0% | 1,729 |
Related news
- [장중수급포착] 제이티, 외국인/기관 동시 순매수… 주가 +29.08% — 뉴스핌 (Korean)
2. Holding Companies (recurred after 3 days)
- Episode: started 2026-02-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai G.F. Holdings 005440 | +15.1% | 13,930 | ★ |
DN Automotive 007340 | +11.7% | 32,000 | |
Korea Investment Holdings 071050 | +8.8% | 246,500 | |
LS 006260 | +7.5% | 250,500 | |
HS Hyosung 487570 | +7.4% | 63,900 | |
SK Square 402340 | +7.1% | 570,000 | |
JB Financial Group 175330 | +6.7% | 34,050 | |
Youngone Holdings 009970 | +6.6% | 242,000 | |
Doosan 000150 | +6.0% | 973,000 | |
BNK Financial Group 138930 | +5.9% | 21,450 |
3. Semiconductor Materials & Components (recurred after 3 days)
- Episode: started 2026-02-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CMTX 388210 | +13.4% | 139,300 | |
OCI Company 456040 | +9.8% | 86,700 | ★ |
ENF Technology 102710 | +8.1% | 60,000 | |
Hansol Chemical 014680 | +7.8% | 305,000 | |
Hansol IONES 114810 | +6.8% | 18,170 | |
Tokai Carbon Korea 064760 | +6.8% | 221,000 | |
Doosan 000150 | +6.0% | 973,000 | |
Dongjin Semichem 005290 | +4.4% | 52,700 | |
WONIK Materials 104830 | +4.3% | 43,250 | |
DNFCo 092070 | +3.9% | 20,250 |
Related news
- [장중수급포착] OCI, 기관 5일 연속 순매수행진… 주가 +13.29% — 뉴스핌 (Korean)
- [리포트 브리핑]OCI홀딩스, ‘OCI Enterprise, Section 232, Tesla 셀/모듈 증설로 인한 수요 급증 가능성’ 목표가 187,000원 - 현대차증권 — 뉴스핌 (Korean)
4. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 3 days)
- Episode: started 2026-02-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SuNAM 294630 | +29.9% | 5,000 | ★ |
Firstec 010820 | +7.9% | 4,995 | |
Genohco 361390 | +7.6% | 29,600 | |
Vitzro Tech 042370 | +4.9% | 10,940 | |
Nara Space Technology 478340 | +4.7% | 54,000 | |
Hanwha 000880 | +4.4% | 119,900 | |
Hanwha Systems 272210 | +4.3% | 105,800 | |
Kencoa Aerospace 274090 | +2.1% | 26,300 | |
Korea Aerospace Industries 047810 | +1.9% | 165,500 | |
Hyundai-Rotem 064350 | +1.7% | 206,000 |
Related news
- [장중수급포착] 서남, 외국인/기관 동시 순매수… 주가 +27.01% — 뉴스핌 (Korean)
- [수익 내비게이터] 국내 유일 고온초전도 선재 제조업체 ‘서남’ VS 멀티 파워트레인 전략 비자동차 영역 확장 ‘한온시스템’ — 머니투데이 (Korean)
5. HBM (High Bandwidth Memory) (recurred after 3 days)
- Episode: started 2026-02-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Laserssel 412350 | +29.9% | 4,715 | ★ |
HANMI Semiconductor 042700 | +10.0% | 209,500 | |
Samsung Electronics 005930 | +6.4% | 178,600 | |
Genesem 217190 | +4.8% | 6,170 | |
Hanwha Vision 489790 | +3.9% | 61,400 | |
Openedges Technology 394280 | +3.4% | 17,950 | |
SK hynix 000660 | +3.3% | 888,000 | |
Di 003160 | +2.7% | 35,650 | |
Dit 110990 | +2.1% | 21,350 | |
Systems Technology 039440 | +1.4% | 35,600 |
6. Power Equipment (2 days running)
- Episode: started 2026-02-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SuNAM 294630 | +29.9% | 5,000 | ★ |
LS 006260 | +7.5% | 250,500 | |
Vitzro Tech 042370 | +4.9% | 10,940 | |
Winners Elec 479960 | +4.4% | 10,730 | |
VitzroSys 054220 | +4.1% | 613 | |
GnCenergy 119850 | +3.4% | 39,300 | |
Taihan Cable & Solution 001440 | +2.7% | 31,850 | |
Bosung Power Technology 006910 | +2.5% | 9,400 | |
SemyungElectricMachinery 017510 | +1.9% | 10,300 | |
Iljin Electric 103590 | +1.5% | 72,400 |
Related news
- [장중수급포착] 서남, 외국인/기관 동시 순매수… 주가 +27.01% — 뉴스핌 (Korean)
- [수익 내비게이터] 국내 유일 고온초전도 선재 제조업체 ‘서남’ VS 멀티 파워트레인 전략 비자동차 영역 확장 ‘한온시스템’ — 머니투데이 (Korean)
7. Ukraine Reconstruction (recurred after 6 days)
- Episode: started 2026-02-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DaedongMetal 020400 | +9.5% | 8,160 | ★ |
Firstec 010820 | +7.9% | 4,995 | |
Daeyang Electric 108380 | +7.5% | 30,800 | |
Oneul E&m 192410 | +7.4% | 829 | |
Posco International 047050 | +6.7% | 69,000 | |
HD Construction Equipment 267270 | +6.2% | 145,000 | |
TYM 002900 | +4.9% | 7,940 | |
DY Power 210540 | +3.9% | 15,870 | |
Hyundai 011760 | +3.7% | 26,400 | |
SC Engineering 023960 | +3.5% | 1,669 |
8. Nickel (recurred after 702 days)
- Episode: started 2026-02-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai BNG Steel 004560 | +15.1% | 18,350 | ★ |
Ecopro Materials 450080 | +9.9% | 69,900 | |
Posco International 047050 | +6.7% | 69,000 | |
LX International 001120 | +5.1% | 45,050 | |
LG Energy Solution 373220 | +4.6% | 410,000 | |
LG Chem 051910 | +4.3% | 336,500 | |
POSCO Holdings 005490 | +3.0% | 383,000 | |
eSANGNetworks 080010 | +3.0% | 6,950 | |
Tplex 081150 | +1.9% | 3,210 | |
Hwang Kum Steel & Technology 032560 | +1.8% | 6,310 |
Related news
- 인니 니켈 감산 선언…대체 공급망 기대에 ‘제이스코·LX인터내셔널’ 관련株 ‘부각’ — 뉴스핌 (Korean)
- 인도네시아 감산 정책에 니켈값 반등 — 내일신문 (Korean)
- [리포트 브리핑]에코프로머티, ‘NDR 후기: 그린에코니켈 연결 편입 효과에 주목’ - 키움증권 — 뉴스핌 (Korean)
Closing Thoughts
Power Equipment was the only theme on a run, with a streak of 2 starting Feb 11. Five other themes returned after a gap of 3 days; whether any of them repeat is the next test.
Nickel reappeared after a gap of 702 days, led by Hyundai BNG Steel at 15.12%. Same-day headlines cited Indonesian production cuts and a rebound in nickel prices.