Mar 26: 8 Strong Themes — Cybersecurity, Semiconductor Equipment
8 strong themes — 8 recurred. Top: Cybersecurity +13.7%.
Strong themes8
Top change+13.7%
LeaderSands Lab
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 | Sands Lab | +30.00% | |
| Semiconductor Equipment | HANMI Semiconductor | +15.50% | |
| Semiconductor Materials & Components | HLB innoVation | +15.30% | |
| OLED Displays | Point Engineering | +5.01% | |
| Quantum Cryptography | Axgate | +13.00% | |
| Semiconductor Majors (Fabrication) | SK hynix | +4.25% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Hanwha Aerospace | +6.14% | |
| Webtoons | Ylab | +8.89% |
On 2024-03-26, Cybersecurity led the strong themes with an average change of 13.7%. All 9 of its stocks closed higher, led by Sands Lab at 30.0%.
Chip names came next. Semiconductor Equipment averaged 7.09%, with HANMI Semiconductor up 15.5%. SK hynix rose 4.25% and Samsung Electronics rose 2.17%.
Every listed stock in all eight themes rose. Webtoons went 10 for 10 with an average change of 3.15%, led by Ylab at 8.89%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Cybersecurity | recurred after 63 days | +13.7% | 9/9 | Sands Lab |
| 2 | Semiconductor Equipment | recurred after 5 days | +7.1% | 9/9 | HANMI Semiconductor |
| 3 | Semiconductor Materials & Components | recurred after 5 days | +4.7% | 10/10 | HLB innoVation |
| 4 | OLED Displays | recurred after 13 days | +4.5% | 9/9 | Point Engineering |
| 5 | Quantum Cryptography | recurred after 106 days | +3.7% | 9/9 | Axgate |
| 6 | Semiconductor Majors (Fabrication) | recurred after 5 days | +3.2% | 2/2 | SK hynix |
| 7 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 20 days | +3.2% | 9/9 | Hanwha Aerospace |
| 8 | Webtoons | recurred after 35 days | +3.1% | 10/10 | Ylab |
Theme by Theme
1. Cybersecurity (recurred after 63 days)
- Episode: started 2024-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sands Lab 411080 | +30.0% | 10,270 | ★ |
Ksign 192250 | +29.9% | 1,614 | |
Monitorapp 434480 | +25.2% | 6,700 | |
Axgate 356680 | +13.0% | 6,780 | |
Igloo 067920 | +5.6% | 6,590 | |
Nanocms 247660 | +5.3% | 10,840 | |
SecuLetter 418250 | +5.2% | 7,460 | |
RaonSecure 042510 | +4.8% | 2,620 | |
CyberOne 356890 | +4.2% | 9,700 |
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2. Semiconductor Equipment (recurred after 5 days)
- Episode: started 2024-03-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +15.5% | 112,500 | ★ |
Koses 089890 | +11.1% | 18,550 | |
Mirae 025560 | +7.8% | 2,045 | |
Techwing 089030 | +6.5% | 33,000 | |
Pro2000 321260 | +5.5% | 3,195 | |
Point Engineering 256630 | +5.0% | 1,467 | |
Jusung Engineering 036930 | +4.7% | 36,550 | |
PSK Holdings 031980 | +3.9% | 47,900 | |
Hanyang Eng 045100 | +3.9% | 18,780 |
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3. Semiconductor Materials & Components (recurred after 5 days)
- Episode: started 2024-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB innoVation 024850 | +15.3% | 6,030 | ★ |
ISC 095340 | +6.5% | 94,300 | |
Duksan Techopia 317330 | +5.1% | 42,350 | |
ENF Technology 102710 | +4.3% | 25,450 | |
Hanyang Digitech 078350 | +4.0% | 16,550 | |
KX Hitech 052900 | +3.5% | 1,465 | |
Samt 031330 | +2.4% | 3,040 | |
Ycchem 112290 | +2.0% | 13,900 | |
Megatouch 446540 | +2.0% | 5,690 | |
Temc 425040 | +1.9% | 18,530 |
4. OLED Displays (recurred after 13 days)
- Episode: started 2024-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sunic System 171090 | +6.1% | 41,500 | |
HB Technology 078150 | +6.0% | 2,670 | |
Pro2000 321260 | +5.5% | 3,195 | |
Duksan Techopia 317330 | +5.1% | 42,350 | |
Point Engineering 256630 | +5.0% | 1,467 | ★ |
Jusung Engineering 036930 | +4.7% | 36,550 | |
Yest 122640 | +3.5% | 23,400 | |
Invenia 079950 | +2.9% | 1,107 | |
Samsung Electronics 005930 | +2.2% | 79,900 |
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5. Quantum Cryptography (recurred after 106 days)
- Episode: started 2024-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Axgate 356680 | +13.0% | 6,780 | ★ |
Wooriro 046970 | +4.5% | 1,700 | |
Korea Computer & Systems 115500 | +3.6% | 7,950 | |
Korea Information Certificate Authority 053300 | +2.5% | 5,230 | |
KT 030200 | +2.5% | 38,800 | |
HanWool Materials Science 091440 | +2.4% | 14,340 | |
Dream Security 203650 | +2.3% | 3,740 | |
SK Telecom 017670 | +1.5% | 54,100 | |
LG Uplus 032640 | +0.8% | 10,060 |
6. Semiconductor Majors (Fabrication) (recurred after 5 days)
- Episode: started 2024-03-26, day 8
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7. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 20 days)
- Episode: started 2024-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Aerospace 012450 | +6.1% | 216,000 | ★ |
Isupetasys 007660 | +4.1% | 39,150 | |
SatrecInitiative 099320 | +4.1% | 37,000 | |
Hanyang Digitech 078350 | +4.0% | 16,550 | |
Hanyang Eng 045100 | +3.9% | 18,780 | |
Hyundai-Rotem 064350 | +1.8% | 33,200 | |
Taewoong 044490 | +1.8% | 18,070 | |
Hanwha Systems 272210 | +1.7% | 17,670 | |
Vitzro Tech 042370 | +1.2% | 8,160 |
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8. Webtoons (recurred after 35 days)
- Episode: started 2024-03-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ylab 432430 | +8.9% | 13,480 | ★ |
Finger Story 417180 | +6.1% | 4,075 | |
D&C Media 263720 | +4.3% | 24,350 | |
Mr. Blue 207760 | +3.8% | 2,760 | |
JoyCity 067000 | +3.2% | 2,900 | |
Kakao 035720 | +2.0% | 54,900 | |
NBT 236810 | +1.3% | 7,050 | |
Ankey Ax 134580 | +1.2% | 3,370 | |
NAVER 035420 | +0.5% | 188,900 | |
NHN 181710 | +0.2% | 26,750 |
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Closing Thoughts
Every theme was a recurrence, and each had a streak of 1. Quantum Cryptography came back after a 106-day gap, and Cybersecurity after 63 days.
The three chip themes returned after a gap of only 5 days. The next sessions will show whether Semiconductor Equipment and its peers extend that streak of 1.