Sep 17: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Defense & War

September 17, 2026 · #Space & Aerospace (Nuri Rocket, Satellites) #Defense & War #System Semiconductors #SpaceX #Neuromorphic Semiconductors #Political Ties (Oh Se-hoon) #Semiconductor Materials & Components #Semiconductor Equipment

8 strong themes — 4 running · 4 recurred. Top: Space & Aerospace (Nuri Rocket, Satellites) +17.5%.

Strong themes8 Top change+17.5% LeaderVitzro Tech

Average change by strong theme

Average change of member stocks, by theme · descending
Space & Aerospace (Nuri Rocket, Satellites)
+17.5%
Defense & War
+13.6%
System Semiconductors
+12.2%
SpaceX
+11.9%
Neuromorphic Semiconductors
+10.3%
Political Ties (Oh Se-hoon)
+9.5%
Semiconductor Materials & Components
+9.2%
Semiconductor Equipment
+8.5%

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 -
ThemeLeaderChangeTrend
Space & Aerospace (Nuri Rocket, Satellites)Vitzro Tech+30.00%
Defense & WarVitzro Tech+30.00%
System SemiconductorsNC&+29.89%
SpaceXSensorview+20.69%
Neuromorphic SemiconductorsNC&+29.89%
Political Ties (Oh Se-hoon)Chinyang Chemical+29.94%
Semiconductor Materials & ComponentsHanyang Digitech+25.49%
Semiconductor EquipmentLaserssel+9.68%

On Sep 17, Space & Aerospace (Nuri Rocket, Satellites) topped all themes with an average change of 17.49%, and all 10 of its stocks rose. Vitzro Tech led the group with a 30.0% gain.

Defense & War came back after a gap of 3 days, with an average change of 13.59%. SpaceX extended its streak to 2, led by Sensorview at 20.69%.

Chip stocks also rallied. NC& led both System Semiconductors (12.18%) and Neuromorphic Semiconductors (10.3%), and the second of those returned after a gap of 849 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Space & Aerospace (Nuri Rocket, Satellites)2 days running+17.5%10/10Vitzro Tech
2Defense & Warrecurred after 3 days+13.6%10/10Vitzro Tech
3System Semiconductorsrecurred after 7 days+12.2%10/10NC&
4SpaceX2 days running+11.9%10/10Sensorview
5Neuromorphic Semiconductorsrecurred after 849 days+10.3%6/6NC&
6Political Ties (Oh Se-hoon)recurred after 105 days+9.5%6/6Chinyang Chemical
7Semiconductor Materials & Components2 days running+9.2%10/10Hanyang Digitech
8Semiconductor Equipment2 days running+8.5%10/10Laserssel

Theme by Theme

1. Space & Aerospace (Nuri Rocket, Satellites) (2 days running)

StockChangeCloseLeader
Vitzro Tech 042370+30.0%11,440★
Nara Space Technology 478340+29.9%13,850
Sensorview 321370+20.7%1,686
Sphere 347700+16.7%23,750
KP Aero Industries 288180+14.1%8,170
HVM 295310+13.9%60,700
Vitzro Nextech 488900+13.7%12,130
Kencoa Aerospace 274090+13.3%11,530
Hanwha Systems 272210+12.7%77,500
Almac 354320+10.0%38,400

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2. Defense & War (recurred after 3 days)

StockChangeCloseLeader
Vitzro Tech 042370+30.0%11,440★
Sensorview 321370+20.7%1,686
KP Aero Industries 288180+14.1%8,170
Kencoa Aerospace 274090+13.3%11,530
Hanwha Systems 272210+12.7%77,500
Hancom Lifecare 372910+10.6%2,190
Haein 003010+10.0%9,880
Genohco 361390+9.2%13,100
Nearthlab 417030+8.1%28,800
Wavice 289930+7.3%7,780

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3. System Semiconductors (recurred after 7 days)

StockChangeCloseLeader
NC& 092600+29.9%2,825★
Synic Solution 234030+19.9%3,460
Nextchip 396270+12.9%2,405
Nepes Ark 330860+10.8%26,200
Ictk 456010+10.7%20,500
Nepes 033640+8.7%26,750
HanaMicron 067310+7.6%37,600
Fadu 440110+7.2%63,600
Alt 172670+7.1%12,380
Sigetronics 429270+7.0%3,380

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4. SpaceX (2 days running)

StockChangeCloseLeader
Yjlink 209640+23.6%3,820
Sensorview 321370+20.7%1,686★
Sphere 347700+16.7%23,750
HVM 295310+13.9%60,700
Kencoa Aerospace 274090+13.3%11,530
Aju IB Investment 027360+10.1%3,855
NanoTIM 417010+9.3%6,720
SeAH Besteel Holdings 001430+5.1%45,450
Mirae Asset Venture Investment 100790+4.2%17,090
Model Solution 417970+1.9%10,390

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5. Neuromorphic Semiconductors (recurred after 849 days)

StockChangeCloseLeader
NC& 092600+29.9%2,825★
Nepes Ark 330860+10.8%26,200
Nepes 033640+8.7%26,750
Openedges Technology 394280+5.8%8,520
Zaram Technology 389020+5.0%15,590
Asicland 445090+1.5%20,350

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6. Political Ties (Oh Se-hoon) (recurred after 105 days)

StockChangeCloseLeader
Chinyang Chemical 051630+29.9%1,775★
Chin Yang Industry 003780+12.1%4,525
Chinyang Poly Urethane 010640+11.3%2,190
Hankuk Steel Wire 025550+1.6%2,235
Chinhung International 002780+1.3%6,980
Chinyang Holdings 100250+0.7%3,115

7. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
Hanyang Digitech 078350+25.5%22,350★
HVM 295310+13.9%60,700
Nepes 033640+8.7%26,750
Dreamtech 192650+7.7%7,660
HanaMicron 067310+7.6%37,600
DNFCo 092070+7.0%12,200
Wizit 036090+6.8%1,374
BCnC 146320+5.3%9,870
Duksanhimetal 077360+5.2%11,220
Micro Contact Solution 098120+4.2%52,100

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8. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Apact 200470+13.1%7,000
Nepes Ark 330860+10.8%26,200
Laserssel 412350+9.7%5,210★
Cymechs 160980+9.7%25,000
Hmnex 036170+8.4%2,700
Pro2000 321260+8.0%1,742
HanaMicron 067310+7.6%37,600
JT 089790+6.8%5,510
Green Optics 0015G0+5.5%14,780
Withtech 348350+5.5%9,400

Closing Thoughts

Space & Aerospace (Nuri Rocket, Satellites) and SpaceX both stand at a streak of 2. The next session will show whether the space rally carries on.

Semiconductor Materials & Components (9.2%) and Semiconductor Equipment (8.5%) also logged a streak of 2. Political Ties (Oh Se-hoon) came back after a gap of 105 days.