May 11: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
8 strong themes — 4 running · 4 recurred. Top: Robotics (Industrial & Collaborative) +38.7%.
Strong themes8
Top change+38.7%
LeaderCosmo Robotics
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 |
|---|---|---|---|
| Robotics (Industrial & Collaborative) | Cosmo Robotics | +300.00% | - |
| Semiconductor Equipment | Xavis | +13.33% | |
| Physical AI & Humanoid Robots | SBB Tech | +25.70% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +11.06% | |
| HBM (High Bandwidth Memory) | Mirai Semiconductors | +29.98% | |
| Car Majors | Hanon Systems | +20.13% | |
| Beauty & Cosmetics | Beautyskin | +24.10% | |
| Shipbuilding Equipment | Dongbang Ship Machinery | +14.94% |
On May 11, every stock in all eight strong themes closed higher. Robotics (Industrial & Collaborative) led with an average change of 38.74%.
That surge was driven by Cosmo Robotics, which rose 300.0% on its KOSDAQ debut, according to news reports. The theme’s streak now stands at 3.
Chip stocks also ran hot: Semiconductor Equipment averaged 13.38%, and Semiconductor Majors (Fabrication) extended its streak to 5. SK hynix rose 11.51%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | 3 days running | +38.7% | 10/10 | Cosmo Robotics |
| 2 | Semiconductor Equipment | 2 days running | +13.4% | 10/10 | Xavis |
| 3 | Physical AI & Humanoid Robots | 3 days running | +10.4% | 10/10 | SBB Tech |
| 4 | Semiconductor Majors (Fabrication) | 5 days running | +9.6% | 3/3 | DB HiTek |
| 5 | HBM (High Bandwidth Memory) | recurred after 14 days | +9.2% | 10/10 | Mirai Semiconductors |
| 6 | Car Majors | recurred after 7 days | +8.8% | 5/5 | Hanon Systems |
| 7 | Beauty & Cosmetics | recurred after 17 days | +8.5% | 10/10 | Beautyskin |
| 8 | Shipbuilding Equipment | recurred after 4 days | +4.5% | 7/7 | Dongbang Ship Machinery |
Theme by Theme
1. Robotics (Industrial & Collaborative) (3 days running)
- Episode: started 2026-05-07, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmo Robotics 439960 | +300.0% | 24,000 | ★ |
SBB Tech 389500 | +25.7% | 90,000 | |
Robotis 108490 | +12.9% | 377,500 | |
Rainbow Robotics 277810 | +10.3% | 865,000 | |
Elensys 264850 | +8.3% | 8,720 | |
Woorim Power Train Solution 101170 | +7.4% | 17,230 | |
Samhyun 437730 | +6.9% | 57,300 | |
Higen RNM 160190 | +6.2% | 44,000 | |
SPG 058610 | +5.1% | 142,200 | |
KPF 024880 | +4.6% | 5,870 |
Related news
- [ET특징주] 코스모로보틱스, 상장 첫날 ‘따따블’ 터치 — 전자신문 (Korean)
- 증시 랠리에 새내기株도 ‘훨훨’…코스모로보틱스, 상장 첫날 장중 ‘따따블’ — 매일신문 (Korean)
- [특징주] 코스모로보틱스, 따따블 성공하며 코스닥 데뷔 — 뉴스핌 (Korean)
2. Semiconductor Equipment (2 days running)
- Episode: started 2026-05-08, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Jusung Engineering 036930 | +17.9% | 163,800 | |
Pemtron 168360 | +16.4% | 28,100 | |
Pro2000 321260 | +15.2% | 4,330 | |
Gigalane 049080 | +15.1% | 2,070 | |
Xavis 254120 | +13.3% | 1,700 | ★ |
Tes 095610 | +13.2% | 105,200 | |
Asflow 159010 | +11.2% | 16,120 | |
GlobalStandardTechnology 083450 | +11.1% | 65,200 | |
Nepes Ark 330860 | +10.7% | 44,150 | |
PSK 319660 | +9.8% | 114,200 |
3. Physical AI & Humanoid Robots (3 days running)
- Episode: started 2026-05-07, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
SBB Tech 389500 | +25.7% | 90,000 | ★ |
Robotis 108490 | +12.9% | 377,500 | |
Rainbow Robotics 277810 | +10.3% | 865,000 | |
LG Innotek 011070 | +10.3% | 688,000 | |
Hyundai Mobis 012330 | +8.6% | 553,000 | |
Elensys 264850 | +8.3% | 8,720 | |
Woorim Power Train Solution 101170 | +7.4% | 17,230 | |
Hyundai Autoever 307950 | +7.3% | 635,000 | |
Samhyun 437730 | +6.9% | 57,300 | |
Samsung Electronics 005930 | +6.3% | 285,500 |
Related news
- [장중수급포착] 에스비비테크, 외국인/기관 동시 순매수… 주가 +28.35% — 뉴스핌 (Korean)
- [장중수급포착] 에스비비테크, 외국인 5일 연속 순매수행진… 주가 +23.18% — 뉴스핌 (Korean)
4. Semiconductor Majors (Fabrication) (5 days running)
- Episode: started 2026-05-04, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +11.5% | 1,880,000 | |
DB HiTek 000990 | +11.1% | 186,700 | ★ |
Samsung Electronics 005930 | +6.3% | 285,500 |
5. HBM (High Bandwidth Memory) (recurred after 14 days)
- Episode: started 2026-05-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirai Semiconductors 254490 | +30.0% | 40,100 | ★ |
Pemtron 168360 | +16.4% | 28,100 | |
SK hynix 000660 | +11.5% | 1,880,000 | |
Ycchem 112290 | +8.7% | 16,180 | |
Samsung Electronics 005930 | +6.3% | 285,500 | |
PSK Holdings 031980 | +5.0% | 130,500 | |
EO Technics 039030 | +4.7% | 501,000 | |
Kctech 281820 | +4.2% | 71,200 | |
HANMI Semiconductor 042700 | +2.6% | 400,000 | |
Dit 110990 | +2.4% | 25,250 |
Related news
- [장중수급포착] 미래반도체, 외국인/기관 동시 순매수… 주가 +25.45% — 뉴스핌 (Korean)
- [장중수급포착] 미래반도체, 기관 6일 연속 순매수행진… 주가 +23.50% — 뉴스핌 (Korean)
6. Car Majors (recurred after 7 days)
- Episode: started 2026-05-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanon Systems 018880 | +20.1% | 5,730 | ★ |
Hyundai Mobis 012330 | +8.6% | 553,000 | |
Kia 000270 | +6.2% | 174,700 | |
Hyundai Motor 005380 | +5.4% | 646,000 | |
HL Mando 204320 | +3.7% | 62,100 |
Related news
- [장중수급포착] 한온시스템, 외국인/기관 동시 순매수… 주가 +18.87% — 뉴스핌 (Korean)
- 유럽마저 내연차 버리고 전동화차량으로…한온시스템 52주 신고가 [매경 자이앤트] — 매일경제 (Korean)
7. Beauty & Cosmetics (recurred after 17 days)
- Episode: started 2026-05-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Beautyskin 406820 | +24.1% | 3,605 | ★ |
EcoGlow 159910 | +12.2% | 3,905 | |
Cosmecca Korea 241710 | +11.3% | 85,500 | |
Manyo Factory 439090 | +10.0% | 17,710 | |
Kolmar Korea 161890 | +6.7% | 99,900 | |
Coway 021240 | +5.9% | 92,800 | |
CLIO Cosmetics 237880 | +5.2% | 13,750 | |
Caregen 214370 | +4.2% | 101,300 | |
d’Alba Global 483650 | +3.1% | 218,500 | |
Cell Bio Human Tech 318160 | +2.1% | 7,880 |
8. Shipbuilding Equipment (recurred after 4 days)
- Episode: started 2026-05-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongbang Ship Machinery 099410 | +14.9% | 6,000 | ★ |
HD Hyundai Marine Solution 443060 | +6.9% | 257,000 | |
Hanla IMS 092460 | +6.2% | 19,960 | |
Lumir 474170 | +1.3% | 15,400 | |
Atum 355690 | +1.0% | 5,250 | |
S&SYS 0008Z0 | +0.5% | 40,600 | |
Hyundai HYMS 460930 | +0.4% | 19,280 |
Closing Thoughts
HBM (High Bandwidth Memory), Car Majors, Beauty & Cosmetics and Shipbuilding Equipment all reappeared after a gap. Whether any of them builds a streak is the open question.
Physical AI & Humanoid Robots is on a streak of 3, led by SBB Tech at 25.7%. Hanon Systems traded 151946870 shares, the heaviest volume in the set.