Oct 17: 7 Strong Themes — Apple Pay, Rare Earths & Rare Metals
7 strong themes — 1 running · 6 recurred. Top: Apple Pay +14.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Apple Pay | KoreaInformation&Communication | +29.96% | |
| Rare Earths & Rare Metals | Union Materials | +29.92% | |
| Battery | Cenotec | +29.82% | |
| Systems Integration (SI) | Datasolution | +29.81% | |
| 5G | Opasnet | +4.50% | |
| Metals (Non-Ferrous) | Namsun Aluminium | +9.00% | |
| Network Integration (NI) | Openbase | +10.50% |
On Oct 17, Apple Pay led the strong themes with an average change of 14.13%, all 4 stocks rising. KoreaInformation&Communication topped the group at 29.96%.
Rare Earths & Rare Metals followed at 11.9%, with all 9 stocks up and Union Materials leading at 29.92%. Battery averaged 11.24%, led by Cenotec at 29.82%.
Systems Integration (SI) returned after a 487-day gap, averaging 7.78% with all 10 stocks up. Network Integration (NI) reappeared after 1431 days, averaging 3.86%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Apple Pay | recurred after 11 days | +14.1% | 4/4 | KoreaInformation&Communication |
| 2 | Rare Earths & Rare Metals | recurred after 6 days | +11.9% | 9/9 | Union Materials |
| 3 | Battery | recurred after 5 days | +11.2% | 7/8 | Cenotec |
| 4 | Systems Integration (SI) | recurred after 487 days | +7.8% | 10/10 | Datasolution |
| 5 | 5G | 2 days running | +6.3% | 8/8 | Opasnet |
| 6 | Metals (Non-Ferrous) | recurred after 4 days | +5.0% | 10/10 | Namsun Aluminium |
| 7 | Network Integration (NI) | recurred after 1431 days | +3.9% | 7/7 | Openbase |
Theme by Theme
1. Apple Pay (recurred after 11 days)
- Episode: started 2022-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KoreaInformation&Communication 025770 | +30.0% | 17,350 | ★ |
Eluon 065440 | +14.4% | 2,860 | |
Nice Information & Telecommunication 036800 | +6.2% | 28,300 | |
Kginicis 035600 | +6.0% | 12,400 |
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2. Rare Earths & Rare Metals (recurred after 6 days)
- Episode: started 2022-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +29.9% | 3,365 | ★ |
Cenotec 222420 | +29.8% | 2,155 | |
Union 000910 | +21.0% | 5,970 | |
Tplex 081150 | +8.6% | 4,355 | |
Dongkuk Refractories & Steel 075970 | +6.1% | 4,850 | |
Novatech 285490 | +5.7% | 20,350 | |
EG 037370 | +3.2% | 7,430 | |
Samwha Electronics 011230 | +2.1% | 2,610 | |
POSCO Holdings 005490 | +0.6% | 247,500 |
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3. Battery (recurred after 5 days)
- Episode: started 2022-10-17, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Cenotec 222420 | +29.8% | 2,155 | ★ |
Wonik Pne 217820 | +14.7% | 7,628 | |
Xavis 254120 | +12.2% | 1,790 | |
Enchem 348370 | +11.2% | 75,600 | |
Ecopro 086520 | +9.6% | 27,538 | |
Cosmo Advanced Materials & Technology 005070 | +8.3% | 59,072 | |
Ust 263770 | +7.5% | 2,640 | |
NSM 238170 | -3.4% | 770 |
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4. Systems Integration (SI) (recurred after 487 days)
- Episode: started 2022-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Datasolution 263800 | +29.8% | 5,400 | ★ |
Zungwon En-sys 045510 | +9.1% | 1,500 | |
SGA Solutions 184230 | +7.0% | 3,310 | |
DaishinInformation 020180 | +6.8% | 1,405 | |
RingNet 042500 | +5.2% | 2,706 | |
Opasnet 173130 | +4.5% | 5,272 | |
Namu Ax 242040 | +4.1% | 1,665 | |
iCRAFTCo 052460 | +3.9% | 2,405 | |
Hanwha Systems 272210 | +3.8% | 11,050 | |
Osangjaiel 053980 | +3.6% | 4,121 |
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5. 5G (2 days running)
- Episode: started 2022-10-14, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Eluon 065440 | +14.4% | 2,860 | |
Frtek 073540 | +7.7% | 2,785 | |
PI Advanced Materials 178920 | +6.4% | 34,900 | |
HFR 230240 | +5.5% | 32,500 | |
Opasnet 173130 | +4.5% | 5,272 | ★ |
Namu Ax 242040 | +4.1% | 1,665 | |
iCRAFTCo 052460 | +3.9% | 2,405 | |
Wiable 065530 | +3.8% | 2,215 |
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6. Metals (Non-Ferrous) (recurred after 4 days)
- Episode: started 2022-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Namsun Aluminium 008350 | +9.0% | 2,120 | ★ |
Tplex 081150 | +8.6% | 4,355 | |
Hwang Kum Steel & Technology 032560 | +6.7% | 7,330 | |
Aluko 001780 | +4.2% | 2,355 | |
PJ Metal 128660 | +4.1% | 3,700 | |
Sama Aluminium 006110 | +4.0% | 26,100 | |
Leeku Industrial 025820 | +3.9% | 2,635 | |
Kukil Metal 060480 | +3.4% | 2,720 | |
Cenit 037760 | +3.1% | 1,640 | |
Choil Aluminum 018470 | +3.0% | 2,420 |
7. Network Integration (NI) (recurred after 1431 days)
- Episode: started 2022-10-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Openbase 049480 | +10.5% | 2,630 | ★ |
RingNet 042500 | +5.2% | 2,706 | |
Opasnet 173130 | +4.5% | 5,272 | |
Insung Information 033230 | +4.0% | 1,704 | |
S Net Systems 038680 | +1.6% | 4,322 | |
NuriFlex 040160 | +0.8% | 4,850 | |
Kwangmu 029480 | +0.4% | 3,560 |
Closing Thoughts
5G was the only theme on a streak, with a streak of 2 and an average change of 6.28%. Opasnet led the theme at 4.5%.
Metals (Non-Ferrous) averaged 5.0% with all 10 stocks higher, led by Namsun Aluminium at 9.0%. Whether these one-day moves extend into the next session remains to be seen.