Sep 15: 8 Strong Themes — Cybersecurity, Shipping
8 strong themes — 2 running · 6 recurred. Top: Cybersecurity +10.2%.
Strong themes8
Top change+10.2%
LeaderSecuLetter
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 |
|---|---|---|---|
| Cybersecurity | SecuLetter | +26.01% | |
| Shipping | Pan Ocean | +11.57% | |
| Battery | S Connect | +10.19% | |
| 5G | Ace Technologies | +24.86% | |
| Telecom Equipment | Ace Technologies | +24.86% | |
| Steel Majors | Posco Steeleon | +29.98% | |
| Beauty & Cosmetics | Able C&C | +24.37% | |
| Wind | Kumyang Green Power | +21.76% |
On 2023-09-15, every strong theme closed with all of its listed stocks higher. Cybersecurity led with an average change of 10.19%, and all 9 of its stocks rose.
Shipping came back after an 87-day gap with an average change of 9.23%, as STX Green Logis rose 29.88%. Battery followed with an average change of 8.16%, and all 10 of its stocks were up.
Posco Steeleon had the day’s biggest move, rising 29.98% to lead Steel Majors. 5G and Telecom Equipment logged a 4-day streak, led by Ace Technologies’ 24.86% jump.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Cybersecurity | recurred after 9 days | +10.2% | 9/9 | SecuLetter |
| 2 | Shipping | recurred after 87 days | +9.2% | 6/6 | Pan Ocean |
| 3 | Battery | recurred after 10 days | +8.2% | 10/10 | S Connect |
| 4 | 5G | 4 days running | +7.9% | 8/8 | Ace Technologies |
| 5 | Telecom Equipment | 4 days running | +7.7% | 8/8 | Ace Technologies |
| 6 | Steel Majors | recurred after 7 days | +6.6% | 10/10 | Posco Steeleon |
| 7 | Beauty & Cosmetics | recurred after 4 days | +6.4% | 10/10 | Able C&C |
| 8 | Wind | recurred after 18 days | +6.1% | 10/10 | Kumyang Green Power |
Theme by Theme
1. Cybersecurity (recurred after 9 days)
- Episode: started 2023-09-15, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
SecuLetter 418250 | +26.0% | 29,550 | ★ |
Monitorapp 434480 | +13.8% | 9,300 | |
Axgate 356680 | +12.3% | 5,080 | |
DigiCAP 197140 | +11.0% | 6,570 | |
CyberOne 356890 | +7.5% | 4,340 | |
Sands Lab 411080 | +7.0% | 10,610 | |
Nanocms 247660 | +6.9% | 17,450 | |
Dream Security 203650 | +4.0% | 1,874 | |
Bellock 424760 | +3.1% | 4,621 |
2. Shipping (recurred after 87 days)
- Episode: started 2023-09-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Green Logis 465770 | +29.9% | 32,600 | |
Pan Ocean 028670 | +11.6% | 4,820 | ★ |
Heung-a Shipping 003280 | +5.0% | 1,745 | |
Korea Line 005880 | +4.5% | 1,850 | |
HMM 011200 | +3.7% | 16,830 | |
KSS Line 044450 | +0.7% | 8,240 |
Related news
- [장중수급포착] 팬오션, 외국인 77.62만 주 대량 순매수… 주가 +8.10% — 뉴스핌 (Korean)
3. Battery (recurred after 10 days)
- Episode: started 2023-09-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DI Dong Il 001530 | +12.1% | 22,714 | |
Advanced Nano Products 121600 | +10.4% | 156,200 | |
S Connect 096630 | +10.2% | 8,595 | ★ |
Cosmo Advanced Materials & Technology 005070 | +9.3% | 162,600 | |
TCC Steel 002710 | +7.5% | 53,700 | |
Kumyang 001570 | +7.4% | 129,300 | |
Mi 059090 | +7.4% | 12,400 | |
HT Robotics 396300 | +5.9% | 4,940 | |
mPlus 259630 | +5.8% | 16,390 | |
POSCO Holdings 005490 | +5.6% | 584,000 |
Related news
- [김민수의 주식 파파라치] 석도강판→2차전지 대규모 증설까지 준비 완료! TCC스틸 — 머니투데이 (Korean)
4. 5G (4 days running)
- Episode: started 2023-09-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Ace Technologies 088800 | +24.9% | 9,829 | ★ |
OE Solutions 138080 | +11.8% | 16,170 | |
KMW 032500 | +9.8% | 13,310 | |
Kostecsys 355150 | +3.8% | 14,300 | |
HFR 230240 | +3.6% | 24,250 | |
nTels 069410 | +3.3% | 5,060 | |
LG Electronics 066570 | +3.0% | 107,400 | |
WiSoL 122990 | +2.7% | 6,430 |
Related news
- [ET라씨로]에이스테크, 5G 기지국 안테나 생산기지 소식에 급등세 — 전자신문 (Korean)
- [특징주] 에이스테크, 55조 규모 美 인프라법 25만개 5G 기지국 구축…내달 안테나 본격 양산·공급 소식에 강세 — 이투데이 (Korean)
- [특징주]기가레인, 韓·美 정부 6G 협력 공동성명문·삼성 5G 북미 단독 공급사 부각 ‘강세’ — 이데일리 (Korean)
5. Telecom Equipment (4 days running)
- Episode: started 2023-09-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Ace Technologies 088800 | +24.9% | 9,829 | ★ |
OE Solutions 138080 | +11.8% | 16,170 | |
KMW 032500 | +9.8% | 13,310 | |
DASAN Networks 039560 | +4.1% | 4,775 | |
HFR 230240 | +3.6% | 24,250 | |
Asia Pacific Satellite lnc 211270 | +2.4% | 14,700 | |
RFHIC 218410 | +2.4% | 16,900 | |
Ubiquoss 264450 | +2.3% | 10,366 |
Related news
- [ET라씨로]에이스테크, 5G 기지국 안테나 생산기지 소식에 급등세 — 전자신문 (Korean)
- [특징주] 에이스테크, 55조 규모 美 인프라법 25만개 5G 기지국 구축…내달 안테나 본격 양산·공급 소식에 강세 — 이투데이 (Korean)
- [장중수급포착] 에이스테크, 외국인/기관 동시 순매수… 주가 +19.18% — 뉴스핌 (Korean)
6. Steel Majors (recurred after 7 days)
- Episode: started 2023-09-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Posco Steeleon 058430 | +30.0% | 6,980 | ★ |
Dongkuk Steel Mill 460860 | +8.1% | 11,690 | |
POSCO Holdings 005490 | +5.6% | 584,000 | |
Kiswire 002240 | +4.5% | 19,356 | |
SeAH Besteel Holdings 001430 | +4.4% | 23,850 | |
Daehan Steel 084010 | +3.3% | 8,715 | |
KG Dongbusteel 016380 | +3.2% | 8,640 | |
Dongkuk Coated Metal 460850 | +2.8% | 8,000 | |
SeAH Steel 306200 | +2.6% | 143,000 | |
Kisco 104700 | +1.7% | 6,020 |
Related news
- “포스코스틸리온 상한가 축하합니다. 형제들 올림”…‘되는 집안’ 포스코 그룹주 활짝 웃었다 [투자360] — 헤럴드경제 (Korean)
- [fnRASSI]장마감, 거래소 상승 종목(포스코스틸리온 30.0% ↑) — 파이낸셜뉴스 (Korean)
7. Beauty & Cosmetics (recurred after 4 days)
- Episode: started 2023-09-15, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Able C&C 078520 | +24.4% | 13,320 | ★ |
Outin Futures 227610 | +7.5% | 4,600 | |
Hankook Cosmetics 123690 | +5.7% | 11,040 | |
KolmarBNH 200130 | +5.2% | 17,940 | |
Cosmecca Korea 241710 | +5.2% | 27,200 | |
BL Pharmtech 065170 | +4.0% | 2,008 | |
Naturecell 007390 | +3.3% | 8,490 | |
Hyundai Bioscience 048410 | +3.1% | 13,240 | |
Dongsung Pharmaceutical 002210 | +3.0% | 3,090 | |
LG H&H 051900 | +2.8% | 470,500 |
Related news
- [특징주] 에이블씨엔씨, 역대급 중간배당 소식에 신고가 터치 — 서울경제 (Korean)
- [특징주] 에이블씨엔씨, 중간배당 소식에 18%↑ — 아주경제 (Korean)
- ‘중간배당 지급’ 에이블씨엔씨, 19% ‘급등’ — 한국경제 (Korean)
8. Wind (recurred after 18 days)
- Episode: started 2023-09-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang Green Power 282720 | +21.8% | 15,950 | ★ |
POSCO Holdings 005490 | +5.6% | 584,000 | |
Seoam Machinery Industry 100660 | +5.2% | 5,480 | |
KolonGlobal 003070 | +4.9% | 12,960 | |
Unison 018000 | +4.9% | 1,308 | |
SeAH Steel Holdings 003030 | +4.6% | 196,700 | |
Cnplus 115530 | +4.2% | 4,420 | |
SK D&D 210980 | +3.7% | 13,603 | |
Hyosung Heavy Industries 298040 | +3.4% | 182,700 | |
Dongkuk Structures & Construction 100130 | +3.0% | 3,215 |
Related news
- [특징주]금양그린파워, 10대 총수 600조 네옴시티 총력전에 아람코 입찰자격 획득까지 부각 ‘강세’ — 이데일리 (Korean)
Closing Thoughts
5G and Telecom Equipment have run since 2023-09-12, the longest active streaks in the data. Whether that 4-day run continues is the main thread to follow.
Cybersecurity has an episode window through 2023-09-18, and Beauty & Cosmetics runs through 2023-09-19. Shipping, Steel Majors and Wind were single-day episodes.