Sep 17: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Defense & War
8 strong themes — 4 running · 4 recurred. Top: Space & Aerospace (Nuri Rocket, Satellites) +17.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Space & Aerospace (Nuri Rocket, Satellites) | Vitzro Tech | +30.00% | |
| Defense & War | Vitzro Tech | +30.00% | |
| System Semiconductors | NC& | +29.89% | |
| SpaceX | Sensorview | +20.69% | |
| Neuromorphic Semiconductors | NC& | +29.89% | |
| Political Ties (Oh Se-hoon) | Chinyang Chemical | +29.94% | |
| Semiconductor Materials & Components | Hanyang Digitech | +25.49% | |
| Semiconductor Equipment | Laserssel | +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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Space & Aerospace (Nuri Rocket, Satellites) | 2 days running | +17.5% | 10/10 | Vitzro Tech |
| 2 | Defense & War | recurred after 3 days | +13.6% | 10/10 | Vitzro Tech |
| 3 | System Semiconductors | recurred after 7 days | +12.2% | 10/10 | NC& |
| 4 | SpaceX | 2 days running | +11.9% | 10/10 | Sensorview |
| 5 | Neuromorphic Semiconductors | recurred after 849 days | +10.3% | 6/6 | NC& |
| 6 | Political Ties (Oh Se-hoon) | recurred after 105 days | +9.5% | 6/6 | Chinyang Chemical |
| 7 | Semiconductor Materials & Components | 2 days running | +9.2% | 10/10 | Hanyang Digitech |
| 8 | Semiconductor Equipment | 2 days running | +8.5% | 10/10 | Laserssel |
Theme by Theme
1. Space & Aerospace (Nuri Rocket, Satellites) (2 days running)
- Episode: started 2026-09-16, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-09-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-09-17, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-09-16, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-09-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-09-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-09-16, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2026-09-16, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
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.