Apr 22: 8 Strong Themes — Battery, Semiconductor Materials & Components
8 strong themes — 5 running · 3 recurred. Top: Battery +16.6%.
Strong themes8
Top change+16.6%
LeaderA.f.w
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 |
|---|---|---|---|
| Battery | A.f.w | +29.99% | |
| Semiconductor Materials & Components | KEC | +29.97% | |
| Defense & War | Firstec | +13.53% | |
| Shipbuilding | Dongil Steelux | +29.98% | |
| Energy Storage (ESS) | YM Tech | +18.85% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Firstec | +13.53% | |
| System Semiconductors | Korea Robot Manufacturing | +24.46% | |
| Semiconductor Equipment | Innotech | +16.98% |
On Apr 22, Battery led all themes with an average change of 16.58%, and all 10 of its stocks rose. This was the theme’s fourth straight session on the list.
Semiconductor Materials & Components extended its streak to 9 sessions with an average change of 12.15%. KEC led the group, up 29.97%.
Defense & War returned to the list with an average change of 10.67%, led by Firstec. Shipbuilding followed at 10.62%, and Dongil Steelux rose 29.98%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Battery | 4 days running | +16.6% | 10/10 | A.f.w |
| 2 | Semiconductor Materials & Components | 9 days running | +12.2% | 10/10 | KEC |
| 3 | Defense & War | recurred after 2 days | +10.7% | 10/10 | Firstec |
| 4 | Shipbuilding | 2 days running | +10.6% | 7/7 | Dongil Steelux |
| 5 | Energy Storage (ESS) | 2 days running | +10.1% | 10/10 | YM Tech |
| 6 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 5 days | +9.0% | 10/10 | Firstec |
| 7 | System Semiconductors | recurred after 5 days | +9.0% | 10/10 | Korea Robot Manufacturing |
| 8 | Semiconductor Equipment | 9 days running | +8.6% | 9/9 | Innotech |
Theme by Theme
1. Battery (4 days running)
- Episode: started 2026-04-17, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
A.f.w 312610 | +30.0% | 1,851 | ★ |
Aekyung Chemical 161000 | +24.4% | 19,100 | |
Sama Aluminium 006110 | +21.9% | 71,300 | |
Apro 262260 | +19.5% | 7,050 | |
DI Dong Il 001530 | +16.6% | 30,500 | |
Choil Aluminum 018470 | +12.3% | 1,874 | |
HBL 452190 | +11.7% | 6,980 | |
Philenergy 378340 | +10.6% | 21,850 | |
Lotte Energy Materials 020150 | +9.5% | 62,100 | |
Wonik Pne 217820 | +9.3% | 3,990 |
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2. Semiconductor Materials & Components (9 days running)
- Episode: started 2026-04-10, day 18
| Stock | Change | Close | Leader |
|---|---|---|---|
KEC 092220 | +30.0% | 1,843 | ★ |
OCI Company 456040 | +23.6% | 121,400 | |
LTC 170920 | +14.5% | 41,500 | |
Hanyang Digitech 078350 | +12.3% | 29,200 | |
Dongjin Semichem 005290 | +10.4% | 60,400 | |
Mecaro 241770 | +7.9% | 42,150 | |
DNFCo 092070 | +6.7% | 23,950 | |
Purit 445180 | +5.5% | 11,210 | |
Nepes 033640 | +5.4% | 27,450 | |
Soulbrain 357780 | +5.2% | 464,000 |
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- [장중수급포착] KEC, 외국인/기관 동시 순매수… 주가 +17.91% — 뉴스핌 (Korean)
3. Defense & War (recurred after 2 days)
- Episode: started 2026-04-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Firstec 010820 | +13.5% | 16,360 | ★ |
i3system 214430 | +13.0% | 112,400 | |
Samyang Comtech 484590 | +12.4% | 14,100 | |
Huneed Technologies 005870 | +12.2% | 10,480 | |
LIG Defense&Aerospace 079550 | +12.2% | 1,020,000 | |
HJ Shipbuilding & Construction 097230 | +10.7% | 31,000 | |
Green Optics 0015G0 | +8.5% | 35,850 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +8.3% | 463,000 | |
COTS Technology 448710 | +8.3% | 23,500 | |
WaveElectronics 095270 | +7.6% | 10,060 |
4. Shipbuilding (2 days running)
- Episode: started 2026-04-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongil Steelux 023790 | +30.0% | 1,305 | ★ |
HD Hyundai Heavy Industries 329180 | +11.3% | 641,000 | |
HJ Shipbuilding & Construction 097230 | +10.7% | 31,000 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +8.3% | 463,000 | |
Daehan Shipbuilding 439260 | +5.9% | 95,300 | |
Samsung Heavy Industries 010140 | +5.3% | 31,800 | |
Hanwha Ocean 042660 | +2.9% | 135,000 |
5. Energy Storage (ESS) (2 days running)
- Episode: started 2026-04-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
YM Tech 273640 | +18.9% | 10,150 | ★ |
Amogreentech 125210 | +18.1% | 12,720 | |
Wonik Pne 217820 | +9.3% | 3,990 | |
Sang-a Frontec 089980 | +9.1% | 28,200 | |
Gridwiz 453450 | +8.6% | 22,200 | |
DK Tech 290550 | +8.5% | 26,200 | |
Enchem 348370 | +8.2% | 53,300 | |
HD Hyundai Energy Solutions 322000 | +7.3% | 182,400 | |
Samwha Electric 009470 | +6.7% | 45,150 | |
Vina Tech 126340 | +6.3% | 142,600 |
6. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 5 days)
- Episode: started 2026-04-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Isupetasys 007660 | +21.2% | 161,400 | |
Firstec 010820 | +13.5% | 16,360 | ★ |
LIG Defense&Aerospace 079550 | +12.2% | 1,020,000 | |
Sang-a Frontec 089980 | +9.1% | 28,200 | |
Green Optics 0015G0 | +8.5% | 35,850 | |
Almac 354320 | +7.6% | 92,200 | |
Hyundai-Rotem 064350 | +7.2% | 237,500 | |
Hanyang Eng 045100 | +5.0% | 33,750 | |
Vitzro Nextech 488900 | +3.2% | 21,100 | |
Innospace 462350 | +2.4% | 17,060 |
7. System Semiconductors (recurred after 5 days)
- Episode: started 2026-04-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Robot Manufacturing 093640 | +24.5% | 5,190 | ★ |
Doosan Tesna 131970 | +15.7% | 124,900 | |
Openedges Technology 394280 | +8.1% | 19,120 | |
Nextchip 396270 | +7.7% | 5,130 | |
Fadu 440110 | +7.6% | 65,400 | |
Sapien Semiconductors 452430 | +6.1% | 36,650 | |
Nepes 033640 | +5.4% | 27,450 | |
Dongwoon Anatech 094170 | +5.1% | 44,550 | |
HanaMicron 067310 | +4.9% | 39,900 | |
DB HiTek 000990 | +4.8% | 127,900 |
8. Semiconductor Equipment (9 days running)
- Episode: started 2026-04-10, day 18
| Stock | Change | Close | Leader |
|---|---|---|---|
Innotech 469610 | +17.0% | 30,650 | ★ |
Justem 417840 | +11.2% | 12,260 | |
Green Optics 0015G0 | +8.5% | 35,850 | |
Koses 089890 | +8.1% | 37,900 | |
Systems Technology 039440 | +7.1% | 36,400 | |
Apact 200470 | +6.9% | 8,200 | |
JNB 452160 | +6.5% | 6,530 | |
Tse 131290 | +6.4% | 169,300 | |
Pemtron 168360 | +5.8% | 24,450 |
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Closing Thoughts
All eight themes closed with every listed stock higher, down to Semiconductor Equipment at 8.62%. The next question is whether the two 9-day semiconductor streaks continue.
Energy Storage (ESS) and Shipbuilding are both on 2-day streaks, with ESS at an average change of 10.09%. It is still unclear whether these newer runs will continue.