Oct 21: 8 Strong Themes — Semiconductor Equipment, Biotechnology
8 strong themes — 8 recurred. Top: Semiconductor Equipment +11.3%.
Strong themes8
Top change+11.3%
LeaderMelcon
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 |
|---|---|---|---|
| Semiconductor Equipment | Melcon | +24.01% | |
| Biotechnology | DreamCIS | +12.78% | |
| Solar | Haein | +29.98% | |
| Defense & War | Haein | +29.98% | |
| Post-War Reconstruction (Ukraine, Middle East) | Haein | +29.98% | |
| Space & Aerospace (Nuri Rocket, Satellites) | LK Samyang | +14.82% | |
| Construction Equipment | Haein | +29.98% | |
| Semiconductor Majors (Fabrication) | SK hynix | +5.81% |
On Oct 21, Semiconductor Equipment led the strong themes with an average change of 11.29%. All 10 of its stocks rose, and leader Melcon gained 24.01%.
Haein jumped 29.98% and led four themes, including Solar and Construction Equipment. Biotechnology followed with an average change of 9.91%, led by DreamCIS.
In Semiconductor Majors (Fabrication), SK hynix rose 5.81% and Samsung Electronics 5.67%. Every listed stock in all eight themes closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 5 days | +11.3% | 10/10 | Melcon |
| 2 | Biotechnology | recurred after 5 days | +9.9% | 10/10 | DreamCIS |
| 3 | Solar | recurred after 2 days | +9.0% | 10/10 | Haein |
| 4 | Defense & War | recurred after 5 days | +8.5% | 10/10 | Haein |
| 5 | Post-War Reconstruction (Ukraine, Middle East) | recurred after 48 days | +8.0% | 10/10 | Haein |
| 6 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 15 days | +7.5% | 10/10 | LK Samyang |
| 7 | Construction Equipment | recurred after 48 days | +5.8% | 10/10 | Haein |
| 8 | Semiconductor Majors (Fabrication) | recurred after 5 days | +4.9% | 3/3 | SK hynix |
Theme by Theme
1. Semiconductor Equipment (recurred after 5 days)
- Episode: started 2026-10-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Melcon 179880 | +24.0% | 14,980 | ★ |
Mirae 025560 | +12.9% | 7,270 | |
KoMi 183300 | +11.2% | 25,900 | |
GnBS eco 382800 | +10.1% | 6,130 | |
Kctech 281820 | +9.9% | 100,000 | |
Dawon Nexview 323350 | +9.6% | 12,880 | |
Zeus 079370 | +9.2% | 12,010 | |
SEMI Total Solution 0017J0 | +9.2% | 3,280 | |
Asflow 159010 | +8.7% | 30,700 | |
Yest 122640 | +8.3% | 30,600 |
Related news
- [종목상담 주식민원처리반] 반도체 장비 부품의 정밀세정·특수코팅 전문기업 ‘코미코’ — 머니투데이 (Korean)
2. Biotechnology (recurred after 5 days)
- Episode: started 2026-10-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Curiox Biosystems 445680 | +17.0% | 63,200 | |
G2gbio 456160 | +13.8% | 42,100 | |
DreamCIS 223250 | +12.8% | 4,235 | ★ |
OliX Pharmaceuticals 226950 | +9.5% | 106,900 | |
Y-Biologics 338840 | +8.5% | 8,820 | |
Qurient 115180 | +8.2% | 21,650 | |
NanoenTek 039860 | +8.1% | 4,590 | |
Rznomics 476830 | +7.3% | 25,100 | |
Proteina 468530 | +7.2% | 46,000 | |
D&D Pharmatech 347850 | +6.7% | 43,300 |
3. Solar (recurred after 2 days)
- Episode: started 2026-10-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Haein 003010 | +30.0% | 10,450 | ★ |
KoMi 183300 | +11.2% | 25,900 | |
GnBS eco 382800 | +10.1% | 6,130 | |
LS ELECTRIC 010120 | +7.0% | 166,100 | |
DaejooElectronicMaterials 078600 | +6.5% | 110,500 | |
UniTest 086390 | +5.8% | 11,640 | |
Samsung C&T 028260 | +5.5% | 290,000 | |
OCI Holdings Company 010060 | +4.7% | 210,500 | |
Cnplus 115530 | +4.6% | 2,945 | |
Hansol Technics 004710 | +4.4% | 8,850 |
Related news
- [특징주] 혜인, 464억원 AI데이터센터 공사 수주…장 후반 ‘上’ 기록 — 아주경제 (Korean)
- [급등락주 짚어보기] 상장 첫날 32% 폭락한 엘리스, 하루 만에 ‘上’…혜인·서한도 급등 — 이투데이 (Korean)
- 혜인, 포항 AI 데이터센터에 463억원 규모 비상발전기 공급 — 이데일리 (Korean)
4. Defense & War (recurred after 5 days)
- Episode: started 2026-10-21, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Haein 003010 | +30.0% | 10,450 | ★ |
TAIHAN Fiberoptics 010170 | +12.2% | 14,310 | |
Kencoa Aerospace 274090 | +7.9% | 10,760 | |
Nearthlab 417030 | +7.2% | 18,190 | |
DYC 310870 | +5.4% | 1,620 | |
KNS Space and Defence 487400 | +5.3% | 4,885 | |
Hanwha Systems 272210 | +5.2% | 74,300 | |
SolDefense 215090 | +4.9% | 1,500 | |
Korean Air Lines 003490 | +3.8% | 27,250 | |
Duksan Navcours 266690 | +3.4% | 9,030 |
Related news
- [특징주] 혜인, 464억원 AI데이터센터 공사 수주…장 후반 ‘上’ 기록 — 아주경제 (Korean)
- [급등락주 짚어보기] 상장 첫날 32% 폭락한 엘리스, 하루 만에 ‘上’…혜인·서한도 급등 — 이투데이 (Korean)
- 혜인, 포항 AI 데이터센터에 463억원 규모 비상발전기 공급 — 이데일리 (Korean)
5. Post-War Reconstruction (Ukraine, Middle East) (recurred after 48 days)
- Episode: started 2026-10-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Haein 003010 | +30.0% | 10,450 | ★ |
Samsung E&A 028050 | +9.4% | 47,700 | |
Yooshin Engineering 054930 | +6.1% | 21,700 | |
Junjin Construction & Robot 079900 | +6.1% | 36,750 | |
SY Steel Tech 365330 | +5.9% | 1,544 | |
Samsung C&T 028260 | +5.5% | 290,000 | |
HD Construction Equipment 267270 | +4.7% | 93,900 | |
Oneul E&m 192410 | +4.3% | 3,735 | |
Daewoo Engineering & Construction 047040 | +4.3% | 14,770 | |
FreeMs 053160 | +4.2% | 8,740 |
Related news
- [특징주]삼성E&A, 전후 재건 기대감과 기관 매수세 유입에 9.40% 상승 — 남도일보 (Korean)
6. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 15 days)
- Episode: started 2026-10-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LK Samyang 225190 | +14.8% | 4,570 | ★ |
Vitzro Nextech 488900 | +12.5% | 9,100 | |
Almac 354320 | +10.7% | 64,200 | |
Kencoa Aerospace 274090 | +7.9% | 10,760 | |
Nara Space Technology 478340 | +7.7% | 11,080 | |
KNS Space and Defence 487400 | +5.3% | 4,885 | |
Hanwha Systems 272210 | +5.2% | 74,300 | |
Korean Air Lines 003490 | +3.8% | 27,250 | |
Duksan Navcours 266690 | +3.4% | 9,030 | |
Sphere 347700 | +3.2% | 22,350 |
7. Construction Equipment (recurred after 48 days)
- Episode: started 2026-10-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Haein 003010 | +30.0% | 10,450 | ★ |
Junjin Construction & Robot 079900 | +6.1% | 36,750 | |
HD Construction Equipment 267270 | +4.7% | 93,900 | |
FreeMs 053160 | +4.2% | 8,740 | |
DAEMO Engineering 317850 | +3.3% | 5,920 | |
Hyundai Everdigm 041440 | +3.1% | 5,960 | |
Soosan Cebotics 017550 | +2.3% | 1,740 | |
Sammi Metal Products 012210 | +2.0% | 9,690 | |
Jinsung T.e.c 036890 | +1.2% | 9,330 | |
Doosan Bobcat 241560 | +0.8% | 50,900 |
Related news
- [특징주] 혜인, 464억원 AI데이터센터 공사 수주…장 후반 ‘上’ 기록 — 아주경제 (Korean)
- [급등락주 짚어보기] 상장 첫날 32% 폭락한 엘리스, 하루 만에 ‘上’…혜인·서한도 급등 — 이투데이 (Korean)
- 혜인, 포항 AI 데이터센터에 463억원 규모 비상발전기 공급 — 이데일리 (Korean)
8. Semiconductor Majors (Fabrication) (recurred after 5 days)
- Episode: started 2026-10-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +5.8% | 1,294,000 | ★ |
Samsung Electronics 005930 | +5.7% | 223,500 | |
DB HiTek 000990 | +3.2% | 103,800 |
Related news
- SK하이닉스, 40조 자사주 매입 끝냈다…국내 상장사 중 최대 규모 — 전남일보 (Korean)
- SK하이닉스, 40조원 자사주 매입 조기 완료…28일 추가 주주환원 주목 — EBN (Korean)
Closing Thoughts
All eight themes are recurrences. Post-War Reconstruction (Ukraine, Middle East) and Construction Equipment came back after a 48-day gap, and each theme has a streak of 1.
The Defense & War episode runs to Oct 23, and the next sessions will show whether these moves continue. Headlines also reported that SK hynix finished a KRW 40 trillion share buyback.