Mar 10: 8 Strong Themes — Semiconductor Equipment, Telecom Equipment
8 strong themes — 8 recurred. Top: Semiconductor Equipment +20.7%.
Strong themes8
Top change+20.7%
LeaderThe Codi
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 | The Codi | +30.00% | |
| Telecom Equipment | OE Solutions | +27.90% | |
| 5G | OE Solutions | +27.90% | |
| Nuclear | Daechang Solution | +16.26% | |
| Battery | Sungwoo Hitech | +22.11% | |
| EV | Sungho Electronics | +28.31% | |
| Semiconductor Materials & Components | HVM | +19.05% | |
| Robotics (Industrial & Collaborative) | Pim Korea | +25.85% |
On Mar 10, all eight strong themes closed with every listed stock higher. Semiconductor Equipment led with an average change of 20.66%, and all 10 of its stocks rose.
Telecom Equipment and 5G followed at 20.24% and 19.77%. OE Solutions led both themes, while RF Materials rose 29.91%.
Nuclear averaged 14.11% as leader Daechang Solution reported a Canadian SMR parts order. Battery leader Sungwoo Hitech rose 22.11% after KOSDAQ active ETF inclusion news.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 4 days | +20.7% | 10/10 | The Codi |
| 2 | Telecom Equipment | recurred after 12 days | +20.2% | 9/9 | OE Solutions |
| 3 | 5G | recurred after 12 days | +19.8% | 9/9 | OE Solutions |
| 4 | Nuclear | recurred after 5 days | +14.1% | 10/10 | Daechang Solution |
| 5 | Battery | recurred after 4 days | +13.7% | 9/9 | Sungwoo Hitech |
| 6 | EV | recurred after 4 days | +12.8% | 9/9 | Sungho Electronics |
| 7 | Semiconductor Materials & Components | recurred after 4 days | +12.8% | 10/10 | HVM |
| 8 | Robotics (Industrial & Collaborative) | recurred after 5 days | +12.2% | 9/9 | Pim Korea |
Theme by Theme
1. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2026-03-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
The Codi 224060 | +30.0% | 3,705 | ★ |
Laserssel 412350 | +29.9% | 5,190 | |
Hmnex 036170 | +27.4% | 4,400 | |
Tfe 425420 | +25.5% | 50,900 | |
Green Resource 402490 | +22.1% | 12,620 | |
GigaVis 420770 | +17.1% | 74,000 | |
Jusung Engineering 036930 | +16.9% | 70,000 | |
Innotech 469610 | +13.4% | 21,150 | |
Dawon Nexview 323350 | +13.0% | 13,260 | |
KoMi 183300 | +11.3% | 108,000 |
2. Telecom Equipment (recurred after 12 days)
- Episode: started 2026-03-10, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
RF Materials 327260 | +29.9% | 60,800 | |
LiComm 388790 | +29.9% | 3,825 | |
OE Solutions 138080 | +27.9% | 25,400 | ★ |
OptiCore 380540 | +21.1% | 3,960 | |
RFHIC 218410 | +18.2% | 74,700 | |
Mercury 100590 | +14.6% | 3,690 | |
Solid 050890 | +13.9% | 9,010 | |
KMW 032500 | +13.4% | 19,030 | |
Intellian Technologies 189300 | +13.2% | 136,000 |
Related news
- [장중수급포착] 오이솔루션, 기관 5일 연속 순매수행진… 주가 +26.38% — 뉴스핌 (Korean)
3. 5G (recurred after 12 days)
- Episode: started 2026-03-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
LiComm 388790 | +29.9% | 3,825 | |
TAIHAN Fiberoptics 010170 | +29.8% | 5,510 | |
OE Solutions 138080 | +27.9% | 25,400 | ★ |
OptiCore 380540 | +21.1% | 3,960 | |
RFHIC 218410 | +18.2% | 74,700 | |
Kostecsys 355150 | +14.0% | 16,250 | |
Solid 050890 | +13.9% | 9,010 | |
KMW 032500 | +13.4% | 19,030 | |
Isupetasys 007660 | +9.8% | 113,700 |
Related news
- [ETF 시황] 국제유가 급등에 원유 ETF 28%↑…반도체·5G ETF ‘약세’ — 뉴스핌 (Korean)
4. Nuclear (recurred after 5 days)
- Episode: started 2026-03-10, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Taewoong 044490 | +24.7% | 50,000 | |
Woori Technology, Incorporation 032820 | +19.4% | 20,650 | |
Woojin 105840 | +17.9% | 26,400 | |
Daechang Solution 096350 | +16.3% | 2,360 | ★ |
Orbitech 046120 | +16.2% | 5,960 | |
Bosung Power Technology 006910 | +11.3% | 10,280 | |
HanmiGlobal 053690 | +10.3% | 19,100 | |
DL E&c 375500 | +8.4% | 47,000 | |
Soosan Industries 126720 | +8.4% | 25,900 | |
KEPCO Engineering & Construction Company 052690 | +8.3% | 160,000 |
Related news
- “차세대 원전 시장 뚫었다” 대창솔루션, 캐나다 SMR 부품 수주 — 한국경제 (Korean)
5. Battery (recurred after 4 days)
- Episode: started 2026-03-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sungwoo Hitech 015750 | +22.1% | 9,390 | ★ |
Almac 354320 | +17.0% | 56,500 | |
Daesung Hi-Tech 129920 | +16.7% | 7,980 | |
MKElectron 033160 | +16.6% | 10,260 | |
Soulbrain Holdings 036830 | +15.0% | 57,400 | |
Korea Petro Chemical Ind 006650 | +11.7% | 135,700 | |
Fino 033790 | +8.5% | 5,500 | |
Pie 452450 | +8.1% | 5,610 | |
Pemtron 168360 | +7.5% | 22,950 |
Related news
- [특징주] ‘코스닥 액티브 ETF’ 상장 첫날…‘성우하이텍·로보티즈’ 편입株 급등 — 아주경제 (Korean)
- 큐리언트·성우하이텍…코스닥액티브 ETF 편입 소식에 ‘신고가’ [종목+] — 한국경제 (Korean)
- [장중수급포착] 성우하이텍, 기관 8일 연속 순매수행진… 주가 +23.02% — 뉴스핌 (Korean)
6. EV (recurred after 4 days)
- Episode: started 2026-03-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sungho Electronics 043260 | +28.3% | 49,400 | ★ |
Almac 354320 | +17.0% | 56,500 | |
Kostecsys 355150 | +14.0% | 16,250 | |
HanJungNCS 107640 | +11.1% | 53,000 | |
Samwha Capacitor 001820 | +11.0% | 48,100 | |
Neotechnicalsystem 085910 | +9.5% | 18,280 | |
Myoung Shin Industry 009900 | +8.6% | 9,370 | |
Samwha Electric 009470 | +8.3% | 40,250 | |
Sangsinenergydisplayprecision 091580 | +7.4% | 16,000 |
Related news
- [특징주]큐리언트·성호전자 등 코스닥 액티브 ETF 편입 종목 줄줄이 신고가 — 아시아경제 (Korean)
- [장중수급포착] 성호전자, 기관 7일 연속 순매수행진… 주가 +15.19% — 뉴스핌 (Korean)
7. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2026-03-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HVM 295310 | +19.1% | 95,000 | ★ |
MKElectron 033160 | +16.6% | 10,260 | |
OKins Electronics 080580 | +15.4% | 17,990 | |
Ycchem 112290 | +15.2% | 26,150 | |
ENF Technology 102710 | +11.4% | 59,500 | |
Micro2nano 424980 | +11.0% | 12,930 | |
Kctech 281820 | +10.1% | 45,600 | |
KnJ 272110 | +9.7% | 32,800 | |
Hansol IONES 114810 | +9.7% | 15,090 | |
LTC 170920 | +9.6% | 21,800 |
Related news
- [장중수급포착] 에이치브이엠, 외국인 7일 연속 순매수행진… 주가 +13.03% — 뉴스핌 (Korean)
8. Robotics (Industrial & Collaborative) (recurred after 5 days)
- Episode: started 2026-03-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pim Korea 448900 | +25.9% | 169,900 | ★ |
Y2 Solution 011690 | +15.2% | 7,600 | |
Ajinextek 059120 | +14.4% | 7,780 | |
Robotis 108490 | +10.9% | 258,500 | |
DaedongGear 008830 | +9.4% | 21,600 | |
Russell 217500 | +8.5% | 2,925 | |
Cymechs 160980 | +8.5% | 21,700 | |
Raon Robotics 232680 | +8.3% | 14,940 | |
CP System 413630 | +8.3% | 3,915 |
Related news
- 한국피아이엠, 지난해 영업이익 14.6억…전년比 59.6%↓ — 이데일리 (Korean)
- 한국피아이엠, 지난해 영업익 15억…전년비 59.6% ↓ — 헤럴드경제 (Korean)
Closing Thoughts
Every theme here came back after a break, each on a streak of 1, with gaps of 4 to 12 days. The next question is whether Semiconductor Equipment extends that streak.
OE Solutions, LiComm and RFHIC appear in both telecom-related themes. News also reported several days of institutional net buying in Sungwoo Hitech and Sungho Electronics.