Aug 13: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Semiconductor Equipment

August 13, 2026 · #Space & Aerospace (Nuri Rocket, Satellites) #Semiconductor Equipment #Energy Storage (ESS) #Battery #Galaxy Supply Chain #Solar #HBM (High Bandwidth Memory) #5G

8 strong themes — 2 running · 6 recurred. Top: Space & Aerospace (Nuri Rocket, Satellites) +10.3%.

Strong themes8 Top change+10.3% LeaderKNS Space and Defence

Average change by strong theme

Average change of member stocks, by theme · descending
Space & Aerospace (Nuri Rocket, Satellites)
+10.3%
Semiconductor Equipment
+9.2%
Energy Storage (ESS)
+8.8%
Battery
+8.5%
Galaxy Supply Chain
+8.1%
Solar
+7.9%
HBM (High Bandwidth Memory)
+7.7%
5G
+7.5%

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)KNS Space and Defence+39.82%-
Semiconductor EquipmentInnotech+14.83%
Energy Storage (ESS)G2Power+29.89%
BatterySamkee Energy Solutions+19.20%
Galaxy Supply ChainPentastone Electronics+29.92%
SolarG2Power+29.89%
HBM (High Bandwidth Memory)Winpac+29.92%
5GPentastone Electronics+29.92%

All eight strong themes on Aug 13 finished with every listed stock higher, 10 of 10 in each. Space & Aerospace (Nuri Rocket, Satellites) led the group with an average change of 10.3%.

KNS Space and Defence drove the theme, rising 39.82%. Headlines on Aug 13 covered its first day on KOSDAQ, when the shares briefly doubled in early trade.

Semiconductor Equipment and HBM (High Bandwidth Memory) each extended their streak to 4. Semiconductor Equipment averaged 9.16%, and Mirae rose 19.37%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Space & Aerospace (Nuri Rocket, Satellites)recurred after 3 days+10.3%10/10KNS Space and Defence
2Semiconductor Equipment4 days running+9.2%10/10Innotech
3Energy Storage (ESS)recurred after 31 days+8.8%10/10G2Power
4Batteryrecurred after 6 days+8.5%10/10Samkee Energy Solutions
5Galaxy Supply Chainrecurred after 3 days+8.1%10/10Pentastone Electronics
6Solarrecurred after 2 days+7.9%10/10G2Power
7HBM (High Bandwidth Memory)4 days running+7.7%10/10Winpac
85Grecurred after 3 days+7.5%10/10Pentastone Electronics

Theme by Theme

1. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 3 days)

StockChangeCloseLeader
KNS Space and Defence 487400+39.8%15,380★
LK Samyang 225190+10.1%1,245
Taewoong 044490+9.8%36,500
Isupetasys 007660+7.4%96,800
SeAH Besteel Holdings 001430+6.7%43,550
LIG Defense&Aerospace 079550+6.2%837,000
Lumir 474170+6.2%7,200
Innospace 462350+6.1%8,550
Contec 451760+5.3%8,690
Hanwha Systems 272210+5.3%79,600

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2. Semiconductor Equipment (4 days running)

StockChangeCloseLeader
Mirae 025560+19.4%10,230
Innotech 469610+14.8%17,730★
Tfe 425420+11.2%38,600
Genesem 217190+7.9%5,860
Wonik IPS 240810+7.6%120,000
HPSP 403870+6.6%41,200
Temc CNS 241790+6.2%5,800
Yest 122640+6.2%29,100
Koses 089890+6.1%24,450
Asflow 159010+5.5%22,950

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3. Energy Storage (ESS) (recurred after 31 days)

StockChangeCloseLeader
G2Power 388050+29.9%10,430★
Samwha Capacitor 001820+17.4%103,300
Vina Tech 126340+9.1%76,700
SK eternix 475150+8.3%57,100
Gfi 493330+8.3%12,240
Hyosung Heavy Industries 298040+4.3%3,017,000
Posco DX Company 022100+2.8%21,800
Samwha Electric 009470+2.8%25,550
W-scope Chungju Plant 393890+2.7%9,260
LS ELECTRIC 010120+2.6%214,000

4. Battery (recurred after 6 days)

StockChangeCloseLeader
Samkee Energy Solutions 419050+19.2%1,838★
meerecompanyIncorporated 049950+13.3%11,780
Foosung 093370+9.2%11,960
Gfi 493330+8.3%12,240
Tapex 055490+7.3%15,210
Temc CNS 241790+6.2%5,800
Koses 089890+6.1%24,450
Kangwon Energy 114190+5.7%10,090
Hana Technology 299030+5.0%15,350
Lotte Energy Materials 020150+4.7%34,650

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5. Galaxy Supply Chain (recurred after 3 days)

StockChangeCloseLeader
Pentastone Electronics 332570+29.9%11,160★
Samsung Electro-mechanics 009150+12.6%1,503,000
Jahwa Electronics 033240+11.4%30,250
Dowooinsys 484120+7.0%21,100
Samsung Electronics 005930+4.9%268,000
Korea Circuit 007810+4.7%66,400
BHCo 090460+4.2%19,250
Intops 049070+2.0%19,780
Cu Tech 376290+1.9%2,885
Synopex 025320+1.9%4,650

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6. Solar (recurred after 2 days)

StockChangeCloseLeader
G2Power 388050+29.9%10,430★
OCI Holdings Company 010060+8.6%278,000
SK eternix 475150+8.3%57,100
S Polytech 050760+8.0%1,249
Wonik IPS 240810+7.6%120,000
Haein 003010+5.8%7,460
Jusung Engineering 036930+3.0%179,300
Makus 093520+3.0%25,950
LS ELECTRIC 010120+2.6%214,000
Cnplus 115530+2.4%2,750

7. HBM (High Bandwidth Memory) (4 days running)

StockChangeCloseLeader
Winpac 097800+29.9%2,410★
Genesem 217190+7.9%5,860
ISC 095340+7.1%159,800
Yest 122640+6.2%29,100
SK hynix 000660+5.9%1,593,000
Samsung Electronics 005930+4.9%268,000
Zeus 079370+4.6%10,260
Di 003160+4.0%26,000
HANMI Semiconductor 042700+3.9%226,000
Hanwha Vision 489790+2.3%54,200

8. 5G (recurred after 3 days)

StockChangeCloseLeader
Pentastone Electronics 332570+29.9%11,160★
iCRAFTCo 052460+11.2%7,050
Isupetasys 007660+7.4%96,800
LS Marine Solution 060370+5.6%34,100
Daeduck Electronics 353200+5.4%113,000
Samsung Electronics 005930+4.9%268,000
SK Telecom 017670+3.8%91,100
HanWool Materials Science 091440+2.8%3,340
Sensorview 321370+2.0%1,407
Davolink 340360+1.9%922

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Closing Thoughts

Energy Storage (ESS) came back after a gap of 31 days, with an average change of 8.83%. G2Power rose 29.89%, and the next session will show whether the theme holds.

Watch whether the streak of 4 in Semiconductor Equipment and HBM (High Bandwidth Memory) continues. Battery also returned after 6 days, led by Samkee Energy Solutions at 19.2%.