Aug 26: 8 Strong Themes — Nuclear, Post-War Reconstruction (Ukraine, Middle East)
8 strong themes — 4 running · 4 recurred. Top: Nuclear +11.9%.
Strong themes8
Top change+11.9%
LeaderAprogen
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 | Aprogen | +8.00% | |
| Post-War Reconstruction (Ukraine, Middle East) | Junjin Construction & Robot | +23.86% | |
| Semiconductor Equipment | CP System | +19.16% | |
| Construction Equipment | Junjin Construction & Robot | +23.86% | |
| Construction Majors | Daewoo Engineering & Construction | +8.40% | |
| Hydrogen Energy (Fuel Cells) | Doosan Fuel Cell | +7.44% | |
| Airlines & Low-Cost Carriers | Asiana Airlines | +6.34% | |
| Semiconductor Materials & Components | Kukjeon | +7.39% |
On Aug 26, all eight strong themes closed with every listed stock higher. Nuclear led with an average change of 11.95%, its second straight day.
Junjin Construction & Robot jumped 23.86%, leading both Post-War Reconstruction (Ukraine, Middle East) and Construction Equipment. Both themes returned after a 21-day gap.
Semiconductor Equipment rose for a third straight day, led by CP System at 19.16%. Construction Majors averaged 6.07%, with Daewoo Engineering & Construction up 8.4%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | 2 days running | +11.9% | 10/10 | Aprogen |
| 2 | Post-War Reconstruction (Ukraine, Middle East) | recurred after 21 days | +10.3% | 10/10 | Junjin Construction & Robot |
| 3 | Semiconductor Equipment | 3 days running | +8.6% | 10/10 | CP System |
| 4 | Construction Equipment | recurred after 21 days | +8.0% | 10/10 | Junjin Construction & Robot |
| 5 | Construction Majors | 2 days running | +6.1% | 6/6 | Daewoo Engineering & Construction |
| 6 | Hydrogen Energy (Fuel Cells) | recurred after 13 days | +4.2% | 10/10 | Doosan Fuel Cell |
| 7 | Airlines & Low-Cost Carriers | recurred after 21 days | +3.9% | 7/7 | Asiana Airlines |
| 8 | Semiconductor Materials & Components | 3 days running | +3.4% | 10/10 | Kukjeon |
Theme by Theme
1. Nuclear (2 days running)
- Episode: started 2026-08-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HanmiGlobal 053690 | +17.0% | 20,850 | |
SNTEnergy 100840 | +15.3% | 32,350 | |
KEPCO Engineering & Construction Company 052690 | +13.6% | 123,400 | |
Sung Kwang Bend 014620 | +13.6% | 29,750 | |
Korea Electronic Power Industrial Development 130660 | +12.7% | 13,270 | |
Seojeon Electric Machinery 189860 | +11.8% | 4,645 | |
Sammi Metal Products 012210 | +9.9% | 8,670 | |
T. K 023160 | +9.2% | 24,400 | |
Daewoo Engineering & Construction 047040 | +8.4% | 19,100 | |
Aprogen 007460 | +8.0% | 2,700 | ★ |
Related news
- [특징주]에이프로젠, ‘GPC-100’ 글로벌 독점권 확보…주가 27% 급등 — 남도일보 (Korean)
- [핫타임] 에이프로젠, 자회사 앱튼 ‘GPC-100’ 글로벌 독점권 확보에 상한가 — 아주경제 (Korean)
2. Post-War Reconstruction (Ukraine, Middle East) (recurred after 21 days)
- Episode: started 2026-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Junjin Construction & Robot 079900 | +23.9% | 42,050 | ★ |
Haein 003010 | +12.7% | 11,660 | |
Heerim Architects & Planners 037440 | +9.5% | 4,370 | |
Development Advance Solution 058730 | +8.8% | 3,470 | |
Daewoo Engineering & Construction 047040 | +8.4% | 19,100 | |
DAEMO Engineering 317850 | +8.2% | 5,820 | |
GS Engineering & Construction 006360 | +8.0% | 37,800 | |
SY Steel Tech 365330 | +8.0% | 1,620 | |
Soosan Cebotics 017550 | +7.7% | 1,977 | |
SG 255220 | +7.7% | 1,310 |
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- 전진건설로봇, D-MCR 현장 실증 완료에 급등…중동 재건 기대감까지 — 메트로경제 (Korean)
- [ET특징주] 전진건설로봇, ‘건설로봇 실증 완료’ 소식에… 주가 15%↑ — 전자신문 (Korean)
- 미·이란 휴전 기대에 건설주 강세…전진건설로봇 18%↑ — 한국경제 (Korean)
3. Semiconductor Equipment (3 days running)
- Episode: started 2026-08-24, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
CP System 413630 | +19.2% | 3,980 | ★ |
The Codi 224060 | +15.9% | 3,315 | |
Koses 089890 | +9.8% | 26,250 | |
Apact 200470 | +8.1% | 6,700 | |
Exicon 092870 | +7.9% | 26,550 | |
Nepes Ark 330860 | +5.9% | 27,100 | |
Zeus 079370 | +5.0% | 10,420 | |
Pemtron 168360 | +4.8% | 14,370 | |
Tfe 425420 | +4.6% | 46,750 | |
YC 232140 | +4.4% | 12,220 |
4. Construction Equipment (recurred after 21 days)
- Episode: started 2026-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Junjin Construction & Robot 079900 | +23.9% | 42,050 | ★ |
Haein 003010 | +12.7% | 11,660 | |
Sammi Metal Products 012210 | +9.9% | 8,670 | |
DAEMO Engineering 317850 | +8.2% | 5,820 | |
Soosan Cebotics 017550 | +7.7% | 1,977 | |
Hyundai Everdigm 041440 | +5.4% | 6,600 | |
Jinsung T.e.c 036890 | +3.8% | 13,050 | |
HD Construction Equipment 267270 | +3.7% | 139,800 | |
DaedongMetal 020400 | +2.6% | 2,910 | |
Doosan Bobcat 241560 | +2.0% | 62,300 |
Related news
- 전진건설로봇, D-MCR 현장 실증 완료에 급등…중동 재건 기대감까지 — 메트로경제 (Korean)
- [ET특징주] 전진건설로봇, ‘건설로봇 실증 완료’ 소식에… 주가 15%↑ — 전자신문 (Korean)
- 미·이란 휴전 기대에 건설주 강세…전진건설로봇 18%↑ — 한국경제 (Korean)
5. Construction Majors (2 days running)
- Episode: started 2026-08-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Daewoo Engineering & Construction 047040 | +8.4% | 19,100 | ★ |
GS Engineering & Construction 006360 | +8.0% | 37,800 | |
Hyundai Engineering & Construction 000720 | +7.5% | 130,400 | |
Samsung C&T 028260 | +5.6% | 387,500 | |
DL E&c 375500 | +4.3% | 73,300 | |
IPARK Hyundai Development Company 294870 | +2.7% | 23,000 |
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- [특징주]대우건설, 수주 목표 27조로 대폭 상향 6% 치솟아 — 남도일보 (Korean)
- [특징주] 美·이란 휴전 기대에 건설株 강세…대우건설 6%↑ — 아주경제 (Korean)
6. Hydrogen Energy (Fuel Cells) (recurred after 13 days)
- Episode: started 2026-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan Fuel Cell 336260 | +7.4% | 45,500 | ★ |
BMTCo 086670 | +7.0% | 16,870 | |
Daewonkangup 000430 | +4.3% | 4,375 | |
Smotronic 066590 | +4.0% | 2,750 | |
S-Prism 288620 | +3.9% | 3,845 | |
Jinsung T.e.c 036890 | +3.8% | 13,050 | |
LS ELECTRIC 010120 | +3.1% | 201,500 | |
DK-Lok 105740 | +2.9% | 7,460 | |
Bumhan Fuel Cell 382900 | +2.9% | 17,330 | |
Daechang Solution 096350 | +2.8% | 2,015 |
Related news
- [장중수급포착] 두산퓨얼셀, 기관 6일 연속 순매수행진… 주가 +8.50% — 뉴스핌 (Korean)
7. Airlines & Low-Cost Carriers (recurred after 21 days)
- Episode: started 2026-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korean Air Lines 003490 | +7.0% | 28,150 | |
Asiana Airlines 020560 | +6.3% | 7,550 | ★ |
Hanjinkal 180640 | +5.3% | 128,800 | |
Jejuair 089590 | +4.5% | 4,510 | |
Jin Air 272450 | +3.5% | 5,890 | |
Air Busan 298690 | +0.3% | 1,544 | |
Tway Holdings Incorporation 004870 | +0.2% | 1,137 |
8. Semiconductor Materials & Components (3 days running)
- Episode: started 2026-08-24, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Kukjeon 307750 | +7.4% | 2,325 | ★ |
Doosan 000150 | +7.2% | 1,180,000 | |
Nepes 033640 | +6.7% | 22,450 | |
LOTTE Fine Chemical 004000 | +3.0% | 47,250 | |
Ram Technology 171010 | +2.6% | 2,730 | |
3S Korea 060310 | +2.2% | 1,108 | |
Hanyang Digitech 078350 | +1.6% | 22,550 | |
KEC 092220 | +1.4% | 2,585 | |
Mecaro 241770 | +1.2% | 37,950 | |
Hansol Technics 004710 | +1.1% | 6,970 |
Closing Thoughts
The Semiconductor Equipment and Semiconductor Materials & Components episodes run through Aug 27, each spanning 4 days. The next data point is whether their 3-day streaks continue.
Construction news cited hopes for a US-Iran ceasefire. Hydrogen Energy (Fuel Cells) also returned after a 13-day gap, led by Doosan Fuel Cell at 7.44%.