Sep 5: 8 Strong Themes — Cybersecurity, Quantum Cryptography
8 strong themes — 8 recurred. Top: Cybersecurity +18.0%.
Strong themes8
Top change+18.0%
LeaderHancom WITH
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 | Hancom WITH | +30.00% | |
| Quantum Cryptography | Ictk | +29.95% | |
| Deepfakes | Ictk | +29.95% | |
| Battery | Lotte Energy Materials | +8.31% | |
| Autonomous Driving | InfoBank | +13.84% | |
| OLED Displays | Welkeeps Hitech | +14.48% | |
| EV | HBL | +7.83% | |
| Casinos | Kangwon Land | +7.85% |
Cybersecurity led the Sep 5 session with an average change of 17.99%, and all 8 of its stocks closed higher. Every one of the eight strong themes finished with all of its stocks up.
Security names dominated the top. Hancom WITH rose 30.0%, while Ictk gained 29.95% and Monitorapp 29.88%. Ictk also led both Quantum Cryptography and Deepfakes.
Headlines tied the security rally to a Ministry of Justice budget increase for deepfake response. Casinos rose on news of regulatory easing, with Kangwon Land up 7.85%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Cybersecurity | recurred after 6 days | +18.0% | 8/8 | Hancom WITH |
| 2 | Quantum Cryptography | recurred after 9 days | +8.9% | 8/8 | Ictk |
| 3 | Deepfakes | recurred after 6 days | +7.6% | 8/8 | Ictk |
| 4 | Battery | recurred after 3 days | +6.5% | 9/9 | Lotte Energy Materials |
| 5 | Autonomous Driving | recurred after 3 days | +6.2% | 10/10 | InfoBank |
| 6 | OLED Displays | recurred after 6 days | +5.4% | 10/10 | Welkeeps Hitech |
| 7 | EV | recurred after 3 days | +4.5% | 9/9 | HBL |
| 8 | Casinos | recurred after 2 days | +4.2% | 5/5 | Kangwon Land |
Theme by Theme
1. Cybersecurity (recurred after 6 days)
- Episode: started 2024-09-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hancom WITH 054920 | +30.0% | 2,990 | ★ |
Ictk 456010 | +29.9% | 11,540 | |
Monitorapp 434480 | +29.9% | 5,520 | |
Axgate 356680 | +17.1% | 4,900 | |
Openbase 049480 | +12.5% | 2,570 | |
Pintel 291810 | +12.1% | 2,590 | |
Sands Lab 411080 | +6.5% | 9,120 | |
Hanssak 430690 | +5.9% | 7,370 |
Related news
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2. Quantum Cryptography (recurred after 9 days)
- Episode: started 2024-09-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ictk 456010 | +29.9% | 11,540 | ★ |
Axgate 356680 | +17.1% | 4,900 | |
Wooriro 046970 | +6.8% | 1,176 | |
Dream Security 203650 | +4.1% | 3,045 | |
Korea Computer & Systems 115500 | +3.9% | 6,100 | |
KT 030200 | +3.5% | 41,200 | |
Alt 172670 | +3.1% | 9,550 | |
Coweaver 056360 | +2.8% | 4,700 |
3. Deepfakes (recurred after 6 days)
- Episode: started 2024-09-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ictk 456010 | +29.9% | 11,540 | ★ |
SPSoft 443670 | +8.3% | 9,480 | |
Sands Lab 411080 | +6.5% | 9,120 | |
ESTsoft 047560 | +5.9% | 14,450 | |
M eighty-three 476080 | +4.8% | 26,100 | |
RaonSecure 042510 | +2.1% | 2,200 | |
Alchera 347860 | +1.8% | 2,555 | |
DigiCAP 197140 | +1.7% | 2,935 |
Related news
- [오늘의 특징주]법무부 예산 증액 소식에 ‘딥페이크’ 대응 정보 보안주 급등 — 남도일보 (Korean)
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- 코스피, 2600선 위 반등 시도…딥페이크 규제에 보안주↑ — 한국경제 (Korean)
4. Battery (recurred after 3 days)
- Episode: started 2024-09-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nsys 333620 | +9.6% | 11,640 | |
Lotte Energy Materials 020150 | +8.3% | 43,000 | ★ |
Lemon 294140 | +7.9% | 4,695 | |
HBL 452190 | +7.8% | 6,060 | |
Hannong Chemicals 011500 | +5.6% | 21,650 | |
SK ie technology 361610 | +5.5% | 34,500 | |
Shin Heung Energy & Electronics 243840 | +4.7% | 8,390 | |
Mintech 452200 | +4.5% | 7,700 | |
Isu Specialty Chemical 457190 | +4.2% | 54,200 |
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- 2차전지 소재주 급락…개미 불안한 ‘줍줍’ — 매일경제 (Korean)
5. Autonomous Driving (recurred after 3 days)
- Episode: started 2024-09-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
InfoBank 039290 | +13.8% | 6,990 | ★ |
Sos Lab 464080 | +11.6% | 7,820 | |
LiComm 388790 | +8.1% | 3,685 | |
Mobile Appliance 087260 | +6.2% | 2,325 | |
Motrex 118990 | +5.4% | 11,160 | |
Ranix 317120 | +4.3% | 3,660 | |
KT 030200 | +3.5% | 41,200 | |
LG Electronics 066570 | +3.4% | 104,100 | |
Suresofttech 298830 | +3.3% | 4,905 | |
Dhautoware 025440 | +3.0% | 238 |
6. OLED Displays (recurred after 6 days)
- Episode: started 2024-09-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Welkeeps Hitech 043590 | +14.5% | 925 | ★ |
Sunic System 171090 | +9.9% | 50,000 | |
Nexa Dynamics 351320 | +5.1% | 1,531 | |
LG Display 034220 | +4.3% | 10,690 | |
DONGAELTEKCo 088130 | +3.6% | 7,270 | |
HB Solution 297890 | +3.5% | 4,190 | |
LG Electronics 066570 | +3.4% | 104,100 | |
Duk San Neolux 213420 | +3.3% | 34,000 | |
HB Technology 078150 | +3.2% | 2,400 | |
Y2 Solution 011690 | +3.1% | 3,465 |
7. EV (recurred after 3 days)
- Episode: started 2024-09-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HBL 452190 | +7.8% | 6,060 | ★ |
Samyoung 003720 | +7.4% | 4,505 | |
Shin Heung Energy & Electronics 243840 | +4.7% | 8,390 | |
HanJungNCS 107640 | +4.2% | 44,300 | |
Hanon Systems 018880 | +3.9% | 4,170 | |
LG Electronics 066570 | +3.4% | 104,100 | |
Myoung Shin Industry 009900 | +3.2% | 11,070 | |
NanoTIM 417010 | +3.1% | 11,780 | |
LG Energy Solution 373220 | +2.6% | 410,000 |
8. Casinos (recurred after 2 days)
- Episode: started 2024-09-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kangwon Land 035250 | +7.8% | 17,730 | ★ |
Grand Korea Leisure 114090 | +4.4% | 12,070 | |
Paradise 034230 | +3.7% | 11,650 | |
Kortek 052330 | +3.3% | 7,500 | |
Lotte Tour Development 032350 | +1.6% | 9,520 |
Related news
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- [ET라씨로] 강원랜드, 카지노 영업행위 규제 완화 첫발…주가 6%↑ — 전자신문 (Korean)
Closing Thoughts
All eight themes came back after gaps of 2 to 9 days, and each is on a streak of 1. Autonomous Driving was led by InfoBank at 13.84%, and it is the only theme whose episode runs through Sep 6.
Battery averaged 6.47%, though one headline described a sharp drop in battery material stocks. Whether the security rally lasts beyond its 1-day episode is still an open question.