Feb 24: 8 Strong Themes — Semiconductor Equipment, Battery
8 strong themes — 4 running · 4 recurred. Top: Semiconductor Equipment +18.1%.
Strong themes8
Top change+18.1%
LeaderJustem
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 | Justem | +22.96% | |
| Battery | HT Robotics | +22.32% | |
| Semiconductor Materials & Components | KEC | +29.96% | |
| Energy Storage (ESS) | Samwha Capacitor | +6.49% | |
| Defense & War | Sensorview | +13.32% | |
| Semiconductor Majors (Fabrication) | SK hynix | +5.68% | |
| MLCC (Multilayer Ceramic Capacitors) | Gis | +6.26% | |
| Lithium | Aptn | +11.89% |
On Feb 24, Semiconductor Equipment led the strong themes with an average change of 18.11%. All 9 stocks in the theme rose, and Hanwha Vision topped the group at 29.89%.
Battery returned after a 20-day gap with an average change of 13.86%, led by HT Robotics at 22.32%. Semiconductor Materials & Components followed at 10.39%, with KEC up 29.96%.
Breadth was notable: every stock across all eight themes closed higher. SK hynix rose 5.68% to 1005000, while Samsung Electronics gained 3.63% to 200000.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 2 days running | +18.1% | 9/9 | Justem |
| 2 | Battery | recurred after 20 days | +13.9% | 9/9 | HT Robotics |
| 3 | Semiconductor Materials & Components | recurred after 5 days | +10.4% | 10/10 | KEC |
| 4 | Energy Storage (ESS) | recurred after 20 days | +8.7% | 10/10 | Samwha Capacitor |
| 5 | Defense & War | 3 days running | +6.0% | 8/8 | Sensorview |
| 6 | Semiconductor Majors (Fabrication) | 2 days running | +4.7% | 2/2 | SK hynix |
| 7 | MLCC (Multilayer Ceramic Capacitors) | 2 days running | +4.3% | 7/7 | Gis |
| 8 | Lithium | recurred after 21 days | +4.1% | 10/10 | Aptn |
Theme by Theme
1. Semiconductor Equipment (2 days running)
- Episode: started 2026-02-23, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Vision 489790 | +29.9% | 80,400 | |
Hmnex 036170 | +24.2% | 2,795 | |
Justem 417840 | +23.0% | 8,300 | ★ |
VM 089970 | +19.3% | 41,350 | |
Gigalane 049080 | +19.3% | 457 | |
Dit 110990 | +13.2% | 23,600 | |
PSK 319660 | +12.7% | 63,700 | |
Laserssel 412350 | +11.0% | 4,600 | |
Pemtron 168360 | +10.3% | 24,000 |
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2. Battery (recurred after 20 days)
- Episode: started 2026-02-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HT Robotics 396300 | +22.3% | 5,070 | ★ |
SFA Nexel 222080 | +17.6% | 15,060 | |
Elentec 054210 | +16.3% | 12,420 | |
Dit 110990 | +13.2% | 23,600 | |
Chemtros 220260 | +12.9% | 6,560 | |
Hannong Chemicals 011500 | +10.8% | 26,100 | |
W-scope Chungju Plant 393890 | +10.7% | 10,580 | |
Finetek 131760 | +10.6% | 730 | |
Pemtron 168360 | +10.3% | 24,000 |
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3. Semiconductor Materials & Components (recurred after 5 days)
- Episode: started 2026-02-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KEC 092220 | +30.0% | 1,028 | ★ |
Haesung DS 195870 | +12.2% | 65,500 | |
CMTX 388210 | +10.3% | 164,400 | |
WONIK Materials 104830 | +9.8% | 48,200 | |
Micro2nano 424980 | +8.0% | 12,690 | |
Semcns 252990 | +8.0% | 12,200 | |
Ycchem 112290 | +7.2% | 26,750 | |
Samt 031330 | +7.0% | 5,510 | |
LK Chem 489500 | +5.8% | 42,500 | |
Duksanhimetal 077360 | +5.6% | 13,890 |
4. Energy Storage (ESS) (recurred after 20 days)
- Episode: started 2026-02-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SFA Nexel 222080 | +17.6% | 15,060 | |
Elentec 054210 | +16.3% | 12,420 | |
HanJungNCS 107640 | +9.0% | 50,300 | |
Vina Tech 126340 | +7.8% | 122,300 | |
Samsung SDI 006400 | +7.7% | 421,500 | |
SK Innovation 096770 | +7.2% | 137,700 | |
Samwha Capacitor 001820 | +6.5% | 60,700 | ★ |
mPlus 259630 | +5.6% | 13,590 | |
G2Power 388050 | +4.9% | 12,220 | |
Wonik Pne 217820 | +4.4% | 4,275 |
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5. Defense & War (3 days running)
- Episode: started 2026-02-20, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Sensorview 321370 | +13.3% | 2,510 | ★ |
Green Optics 0015G0 | +7.1% | 36,350 | |
Duksanhimetal 077360 | +5.6% | 13,890 | |
Hanwha 000880 | +5.5% | 132,000 | |
Catis 140430 | +5.4% | 740 | |
Korea Aerospace Industries 047810 | +4.6% | 183,600 | |
Samhyun 437730 | +3.5% | 53,100 | |
Sec 081180 | +3.1% | 14,150 |
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6. Semiconductor Majors (Fabrication) (2 days running)
- Episode: started 2026-02-23, day 4
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7. MLCC (Multilayer Ceramic Capacitors) (2 days running)
- Episode: started 2026-02-23, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +6.5% | 60,700 | |
Gis 306620 | +6.3% | 3,310 | ★ |
DaejooElectronicMaterials 078600 | +6.1% | 99,700 | |
Samsung Electro-mechanics 009150 | +4.6% | 446,000 | |
Cosmo Advanced Materials & Technology 005070 | +4.5% | 59,900 | |
Onejoon 382840 | +1.6% | 10,840 | |
Amotech 052710 | +0.6% | 14,690 |
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8. Lithium (recurred after 21 days)
- Episode: started 2026-02-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Aptn 270520 | +11.9% | 254 | ★ |
LG Chem 051910 | +5.4% | 350,500 | |
Posco Future M 003670 | +4.7% | 236,000 | |
LG Energy Solution 373220 | +4.2% | 412,500 | |
MNTECHCo 095500 | +3.1% | 11,520 | |
POSCO Holdings 005490 | +3.0% | 399,500 | |
Lithium-for-earth 073570 | +2.7% | 722 | |
Kwangmu 029480 | +2.2% | 2,570 | |
Cosmochemical 005420 | +2.1% | 17,660 | |
Sebitchem 107600 | +1.9% | 32,550 |
Closing Thoughts
Defense & War extended its streak to 3 with an average change of 6.02%. Semiconductor Equipment and MLCC (Multilayer Ceramic Capacitors) each held a 2-day streak.
Energy Storage (ESS) and Lithium both came back after gaps of 20 and 21 days, so the next question is whether they show up again. Lithium posted an average change of 4.11%, the lowest of the eight.