Mar 18: 8 Strong Themes — Nuclear, Drones
8 strong themes — 3 running · 5 recurred. Top: Nuclear +11.2%.
Strong themes8
Top change+11.2%
LeaderDaewoo Engineering & Construction
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 |
|---|---|---|---|
| Nuclear | Daewoo Engineering & Construction | +22.79% | |
| Drones | Vessel | +29.99% | |
| Holding Companies | OCI Holdings Company | +17.32% | |
| Power Equipment | Cheil Electric | +10.35% | |
| Robotics (Industrial & Collaborative) | Il | +15.79% | |
| Pharma | Kyongbo Pharmaceutical | +29.87% | |
| AI & Robotics | Twim | +13.44% | |
| Semiconductor Majors (Fabrication) | SK hynix | +8.86% |
All eight strong themes on Mar 18 closed with every member stock higher. Nuclear led with an average change of 11.19%, with all 10 of its stocks up.
Daewoo Engineering & Construction topped that theme at 22.79%. In Drones, leader Vessel rose 29.99%, while Alux added 18.57%.
Holding Companies posted a 3-day streak, led by OCI Holdings Company at 17.32%. Kyongbo Pharmaceutical jumped 29.87% on news it passed a US FDA site inspection.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | recurred after 2 days | +11.2% | 10/10 | Daewoo Engineering & Construction |
| 2 | Drones | recurred after 15 days | +10.3% | 10/10 | Vessel |
| 3 | Holding Companies | 3 days running | +9.0% | 10/10 | OCI Holdings Company |
| 4 | Power Equipment | recurred after 13 days | +8.3% | 10/10 | Cheil Electric |
| 5 | Robotics (Industrial & Collaborative) | 2 days running | +7.7% | 10/10 | Il |
| 6 | Pharma | 2 days running | +7.5% | 10/10 | Kyongbo Pharmaceutical |
| 7 | AI & Robotics | recurred after 13 days | +6.6% | 9/9 | Twim |
| 8 | Semiconductor Majors (Fabrication) | recurred after 2 days | +6.3% | 3/3 | SK hynix |
Theme by Theme
1. Nuclear (recurred after 2 days)
- Episode: started 2026-03-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +22.8% | 14,870 | ★ |
Woori Technology, Incorporation 032820 | +21.6% | 29,300 | |
GS Engineering & Construction 006360 | +16.6% | 25,650 | |
LS ELECTRIC 010120 | +9.3% | 833,000 | |
DL E&c 375500 | +9.2% | 51,600 | |
Hyosung Heavy Industries 298040 | +7.3% | 2,731,000 | |
Daechang Solution 096350 | +6.8% | 3,045 | |
Hantech 098070 | +6.8% | 42,200 | |
Hanyang Eng 045100 | +5.8% | 29,850 | |
Hyundai Engineering & Construction 000720 | +5.7% | 170,100 |
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2. Drones (recurred after 15 days)
- Episode: started 2026-03-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Vessel 177350 | +30.0% | 1,413 | ★ |
Alux 475580 | +18.6% | 13,020 | |
JCH Systems 033320 | +13.4% | 5,130 | |
PC Direct 051380 | +11.1% | 2,260 | |
Satoshi Holdings 223310 | +9.1% | 1,636 | |
Dt&C 187220 | +5.3% | 2,970 | |
Huneed Technologies 005870 | +5.0% | 9,030 | |
Kocom 015710 | +3.9% | 3,960 | |
Duksanhimetal 077360 | +3.6% | 12,720 | |
SatrecInitiative 099320 | +3.0% | 193,200 |
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3. Holding Companies (3 days running)
- Episode: started 2026-03-16, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
OCI Holdings Company 010060 | +17.3% | 193,600 | ★ |
DL Holdings 000210 | +11.2% | 49,850 | |
Hyosung 004800 | +10.5% | 148,000 | |
Hanwha Vision 489790 | +9.1% | 83,900 | |
SK Square 402340 | +7.3% | 630,000 | |
LS 006260 | +7.2% | 282,000 | |
Doosan 000150 | +7.1% | 1,189,000 | |
Samsung C&T 028260 | +7.0% | 299,000 | |
Ubiquoss Holdings 078070 | +6.7% | 15,900 | |
Woongjin 016880 | +6.3% | 2,620 |
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4. Power Equipment (recurred after 13 days)
- Episode: started 2026-03-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Cable 006340 | +15.0% | 6,520 | |
Sanil Electric 062040 | +10.8% | 154,900 | |
Cheil Electric 199820 | +10.3% | 11,830 | ★ |
LS ELECTRIC 010120 | +9.3% | 833,000 | |
Gaon Cable 000500 | +7.5% | 109,700 | |
Hyosung Heavy Industries 298040 | +7.3% | 2,731,000 | |
LS 006260 | +7.2% | 282,000 | |
Winners Elec 479960 | +5.3% | 9,900 | |
Iljin Electric 103590 | +5.2% | 82,300 | |
HD Hyundai Electric 267260 | +4.6% | 974,000 |
5. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2026-03-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Il 307180 | +15.8% | 5,720 | ★ |
Cymechs 160980 | +12.9% | 24,000 | |
Hyulim ROBOT 090710 | +10.8% | 14,890 | |
Zeus 079370 | +7.4% | 18,310 | |
Doosan 000150 | +7.1% | 1,189,000 | |
TXR Robotics 484810 | +5.0% | 17,100 | |
LS THiRA-UTECH 322180 | +4.8% | 8,380 | |
Robostar 090360 | +4.6% | 68,100 | |
Robotis 108490 | +4.4% | 263,000 | |
Neuromeka 348340 | +4.4% | 71,800 |
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6. Pharma (2 days running)
- Episode: started 2026-03-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kyongbo Pharmaceutical 214390 | +29.9% | 7,130 | ★ |
GC WellBeing 234690 | +8.8% | 9,900 | |
Choolip & Sciences 291650 | +7.4% | 1,594 | |
Sam Chun Dang Pharm 000250 | +6.1% | 784,000 | |
Kyung Nam Pharm 053950 | +5.7% | 817 | |
HK inno.N 195940 | +5.4% | 52,900 | |
Bukwang Pharmaceutical Ind 003000 | +3.5% | 6,280 | |
It-chem 309710 | +2.9% | 37,400 | |
Samsung Pharmaceutical 001360 | +2.9% | 1,891 | |
Samsung Biologics 207940 | +2.5% | 1,626,000 |
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7. AI & Robotics (recurred after 13 days)
- Episode: started 2026-03-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Twim 290090 | +13.4% | 6,330 | ★ |
Hyulim ROBOT 090710 | +10.8% | 14,890 | |
Curexo 060280 | +7.8% | 16,350 | |
ESTaid 239340 | +5.1% | 1,477 | |
LG Electronics 066570 | +4.8% | 120,000 | |
Robostar 090360 | +4.6% | 68,100 | |
Nepes 033640 | +4.4% | 18,130 | |
Lotte Innovate 286940 | +4.4% | 23,650 | |
Robotis 108490 | +4.4% | 263,000 |
8. Semiconductor Majors (Fabrication) (recurred after 2 days)
- Episode: started 2026-03-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +8.9% | 1,056,000 | ★ |
Samsung Electronics 005930 | +7.5% | 208,500 | |
DB HiTek 000990 | +2.6% | 87,900 |
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Closing Thoughts
Holding Companies is on a 3-day streak, and Robotics (Industrial & Collaborative) and Pharma are at 2 days. The next sessions will show whether those runs continue.
Five themes, including Drones after a 15-day gap, came back on Mar 18. In Semiconductor Majors (Fabrication), SK hynix rose 8.86% and Samsung Electronics 7.53%.