Oct 15: 8 Strong Themes — Animal Feed, Quantum Cryptography

October 15, 2024 · #Animal Feed #Quantum Cryptography #GLP-1 & Obesity Drugs #Food #Dementia #System Semiconductors #Defense & War #Nuclear

8 strong themes — 2 running · 6 recurred. Top: Animal Feed +12.3%.

Strong themes8 Top change+12.3% LeaderHantop

Average change by strong theme

Average change of member stocks, by theme · descending
Animal Feed
+12.3%
Quantum Cryptography
+9.6%
GLP-1 & Obesity Drugs
+8.6%
Food
+8.1%
Dementia
+6.3%
System Semiconductors
+5.7%
Defense & War
+4.3%
Nuclear
+3.1%

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 -
ThemeLeaderChangeTrend
Animal FeedHantop+29.93%
Quantum CryptographyKorea Computer & Systems+29.88%
GLP-1 & Obesity DrugsBluemtec+25.00%
FoodHantop+29.93%
DementiaShaperon+11.47%
System SemiconductorsIctk+14.47%
Defense & WarYTN+3.65%
NuclearWoori Technology, Incorporation+6.28%

On Oct 15, all eight strong themes closed with every listed stock higher. Animal Feed topped the board with an average change of 12.33%, and all 10 of its stocks rose.

Quantum Cryptography followed at 9.55%, led by Korea Computer & Systems at 29.88%. GLP-1 & Obesity Drugs averaged 8.61%, with Bluemtec up 25.0%.

Dementia returned after a 139-day gap, averaging 6.33%. System Semiconductors and Defense & War both extended their streaks to 2 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Animal Feedrecurred after 15 days+12.3%10/10Hantop
2Quantum Cryptographyrecurred after 19 days+9.6%9/9Korea Computer & Systems
3GLP-1 & Obesity Drugsrecurred after 4 days+8.6%9/9Bluemtec
4Foodrecurred after 5 days+8.1%10/10Hantop
5Dementiarecurred after 139 days+6.3%10/10Shaperon
6System Semiconductors2 days running+5.7%10/10Ictk
7Defense & War2 days running+4.3%10/10YTN
8Nuclearrecurred after 8 days+3.1%10/10Woori Technology, Incorporation

Theme by Theme

1. Animal Feed (recurred after 15 days)

StockChangeCloseLeader
Hantop 002680+29.9%968★
Korea Industrial 002140+29.9%3,760
Milae Bioresources 218150+20.6%5,610
Hanil Feed 005860+11.4%4,790
Daejoo 003310+9.0%1,536
FarmStory 027710+5.5%1,403
Sajodongaone 008040+5.4%1,051
Woosung 006980+4.9%17,840
TS 001790+3.4%3,005
Farmsco 036580+3.2%2,270

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2. Quantum Cryptography (recurred after 19 days)

StockChangeCloseLeader
Korea Computer & Systems 115500+29.9%7,520★
Axgate 356680+21.6%5,180
Ictk 456010+14.5%8,700
Korea Advanced Materials 062970+4.7%1,949
Woori-Net 115440+4.6%8,190
Alt 172670+3.2%10,110
Solid 050890+2.8%4,575
Coweaver 056360+2.5%4,910
Wooriro 046970+2.2%1,135

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3. GLP-1 & Obesity Drugs (recurred after 4 days)

StockChangeCloseLeader
Bluemtec 439580+25.0%27,000★
Shaperon 378800+11.5%4,615
D&D Pharmatech 347850+8.6%46,900
OliX Pharmaceuticals 226950+8.4%27,800
Handok 002390+6.2%14,160
Dx & Vx 180400+5.3%2,855
HLB Pharmaceutical 047920+4.9%21,550
BNC Korea 256840+3.9%5,600
Daebonglsco 078140+3.9%21,600

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4. Food (recurred after 5 days)

StockChangeCloseLeader
Hantop 002680+29.9%968★
Milae Bioresources 218150+20.6%5,610
Novarex 194700+6.3%11,080
Singsongholdings 006880+6.0%7,060
Sajodongaone 008040+5.4%1,051
TS 001790+3.4%3,005
Binggrae 005180+2.9%64,800
Bifido 238200+2.4%4,510
Maniker F&G 195500+2.0%2,995
CJ Freshway 051500+1.5%18,850

5. Dementia (recurred after 139 days)

StockChangeCloseLeader
Shaperon 378800+11.5%4,615★
OSCOTECInc 039200+9.2%42,250
Reyon Pharmaceutical 102460+8.3%14,950
TimeX AI 304840+6.2%3,825
Hyper 065650+5.8%1,298
FutureChem 220100+5.1%30,900
HLB Pharmaceutical 047920+4.9%21,550
Voronoi 310210+4.7%110,600
Inventage Lab 389470+3.8%21,800
Yuhan 000100+3.7%163,700

6. System Semiconductors (2 days running)

StockChangeCloseLeader
Ictk 456010+14.5%8,700★
Fadu 440110+12.8%19,290
Di 003160+9.8%19,540
Mirai Semiconductors 254490+5.5%17,500
Alt 172670+3.2%10,110
SK hynix 000660+2.9%192,900
Nextchip 396270+2.4%11,970
LEENO Industrial 058470+2.2%205,000
Asicland 445090+2.1%28,900
iA 038880+1.4%226

7. Defense & War (2 days running)

StockChangeCloseLeader
Genohco 361390+7.0%14,250
Woori Technology, Incorporation 032820+6.3%2,285
STX 011810+6.0%5,490
Hanwha Aerospace 012450+4.9%374,000
HD Korea Shipbuilding & Offshore Engineering 009540+3.9%195,100
STX Engine 077970+3.8%20,450
YTN 040300+3.6%3,405★
Daeyang Electric 108380+3.1%12,430
Kuk Young G M 006050+2.6%1,860
Hyundai-Rotem 064350+2.3%63,400

8. Nuclear (recurred after 8 days)

StockChangeCloseLeader
Woori Technology, Incorporation 032820+6.3%2,285★
Samyoung M-tek C0 054540+4.2%4,210
Tplex 081150+4.2%3,105
Bhi 083650+3.9%8,220
Doosan Enerbility 034020+2.9%19,000
Woojin 105840+2.4%7,820
Bosung Power Technology 006910+2.1%3,145
Korea Electronic Power Industrial Development 130660+1.8%13,180
KEPCO Plant Service & Engineering 051600+1.7%44,250
DL E&c 375500+1.5%30,150

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Closing Thoughts

System Semiconductors (5.68%) and Defense & War (4.35%) are the only themes on a 2-day streak. Whether Ictk and YTN stay in front will show if those runs extend.

Animal Feed news cited Russian strikes on Black Sea grain ports, and quantum names tracked an SKT commercialization report. Follow-up on both stories may shape the next session.