Oct 29: 8 Strong Themes — Crypto & Bitcoin, Medical Devices

October 29, 2024 · #Crypto & Bitcoin #Medical Devices #Currency & ATM Systems (incl. CBDC) #Inter-Korean Economic Cooperation #Defense & War #Nuclear #Ukraine Reconstruction #Quantum Cryptography

8 strong themes — 8 recurred. Top: Crypto & Bitcoin +8.6%.

Strong themes8 Top change+8.6% LeaderBitplanet

Average change by strong theme

Average change of member stocks, by theme · descending
Crypto & Bitcoin
+8.6%
Medical Devices
+5.9%
Currency & ATM Systems (incl. CBDC)
+5.7%
Inter-Korean Economic Cooperation
+5.5%
Defense & War
+5.3%
Nuclear
+3.8%
Ukraine Reconstruction
+3.2%
Quantum Cryptography
+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
Crypto & BitcoinBitplanet+10.75%
Medical DevicesDrtech+11.52%
Currency & ATM Systems (incl. CBDC)Korea Computer Terminal+15.14%
Inter-Korean Economic CooperationIlshin Stone+25.98%
Defense & WarKocom+8.14%
NuclearG2Power+2.99%
Ukraine ReconstructionSC Engineering+3.65%
Quantum CryptographyKorea Computer & Systems+8.80%

Eight themes closed higher on Oct 29, and every listed stock in each group rose. Crypto & Bitcoin led with an average change of 8.62%.

Woori Technology Investment topped that group at 14.37%, ahead of Wemade at 12.59% and leader Bitplanet at 10.75%. Headlines that day tied the move to a bitcoin rebound.

The day’s top mover was Ilshin Stone, up 25.98% in Inter-Korean Economic Cooperation. Medical Devices returned after a 116-day gap, led by Drtech at 11.52%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Crypto & Bitcoinrecurred after 8 days+8.6%10/10Bitplanet
2Medical Devicesrecurred after 116 days+5.9%10/10Drtech
3Currency & ATM Systems (incl. CBDC)recurred after 40 days+5.7%6/6Korea Computer Terminal
4Inter-Korean Economic Cooperationrecurred after 18 days+5.5%10/10Ilshin Stone
5Defense & Warrecurred after 6 days+5.3%9/9Kocom
6Nuclearrecurred after 7 days+3.8%9/9G2Power
7Ukraine Reconstructionrecurred after 14 days+3.2%10/10SC Engineering
8Quantum Cryptographyrecurred after 5 days+3.1%8/8Korea Computer & Systems

Theme by Theme

1. Crypto & Bitcoin (recurred after 8 days)

StockChangeCloseLeader
Woori Technology Investment 041190+14.4%9,470
Wemade 112040+12.6%39,350
Bitplanet 049470+10.8%340★
GalaxiaMoneytree 094480+10.7%8,820
Wizit 036090+7.8%764
Com2uS Holdings 063080+7.2%23,050
T Scientific 057680+7.0%983
Neowiz Holdings 042420+6.1%21,100
Danal 064260+5.9%3,250
Atinum Investment 021080+4.0%2,600

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2. Medical Devices (recurred after 116 days)

StockChangeCloseLeader
Drtech 214680+11.5%3,145★
Dongwoon Anatech 094170+11.4%20,350
LabGenomics 084650+8.5%3,630
Remed 302550+5.4%3,975
Biodyne 314930+5.0%20,600
Metabiomed 059210+5.0%4,115
LigaChem Biosciences 141080+3.5%131,700
Classys 214150+3.1%53,000
L&K Biomed 156100+2.9%7,730
Humasis 205470+2.7%1,556

3. Currency & ATM Systems (incl. CBDC) (recurred after 40 days)

StockChangeCloseLeader
Korea Computer Terminal 089150+15.1%2,510★
Korea Computer & Systems 115500+8.8%7,790
FreeMs 053160+4.6%13,750
Logisys 067730+3.6%2,700
NuriFlex 040160+1.6%2,525
Poongsan 103140+0.4%69,800

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4. Inter-Korean Economic Cooperation (recurred after 18 days)

StockChangeCloseLeader
Ilshin Stone 007110+26.0%1,644★
In the F 014990+7.9%804
Development Advance Solution 058730+5.9%3,410
Hyundai Elevator 017800+3.3%46,700
Jahwa Electronics 033240+2.2%15,910
Jaeyoung Solutec 049630+2.1%719
Namhae Chemical 025860+2.0%6,540
Sewoonmedical 100700+1.9%2,760
Namkwang Engineering & Construction 001260+1.6%6,300
Speco 013810+1.6%4,795

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5. Defense & War (recurred after 6 days)

StockChangeCloseLeader
Huneed Technologies 005870+9.2%8,540
Kocom 015710+8.1%5,050★
Kuk Young G M 006050+6.7%2,085
STX Engine 077970+6.2%20,100
YTN 040300+4.5%3,230
Korea Aerospace Industries 047810+4.3%57,800
Daeyang Electric 108380+3.6%11,650
Victek 065450+2.9%5,050
Hanwha Systems 272210+2.2%19,320

6. Nuclear (recurred after 7 days)

StockChangeCloseLeader
Bhi 083650+5.5%12,450
SNTEnergy 100840+5.4%13,490
Hanshin Machinery 011700+5.3%3,655
SG&G 040610+5.2%1,649
Woojin 105840+3.3%8,430
G2Power 388050+3.0%8,960★
Hyosung Heavy Industries 298040+2.4%405,000
Dt&C 187220+2.1%3,600
Doosan Enerbility 034020+2.1%21,850

7. Ukraine Reconstruction (recurred after 14 days)

StockChangeCloseLeader
DYD 219550+6.2%547
Development Advance Solution 058730+5.9%3,410
FreeMs 053160+4.6%13,750
SC Engineering 023960+3.6%1,844★
Daeyang Electric 108380+3.6%11,650
DASAN Networks 039560+2.6%3,505
Speco 013810+1.6%4,795
Seoyon Topmetal 019770+1.4%3,685
DRB Industrial 163560+1.4%7,520
TYM 002900+1.3%3,105

8. Quantum Cryptography (recurred after 5 days)

StockChangeCloseLeader
Korea Computer & Systems 115500+8.8%7,790★
Ictk 456010+8.4%7,910
Dream Security 203650+2.7%3,390
Korea Information Certificate Authority 053300+2.7%3,970
Solid 050890+0.9%4,400
RaonSecure 042510+0.9%1,917
Axgate 356680+0.2%5,510
Alt 172670+0.1%8,900

Closing Thoughts

Two episodes extend beyond the session: Defense & War to 2024-11-01 and Ukraine Reconstruction to 2024-10-30. Every other theme logged a one-day episode.

Breadth was thinner at the bottom of the list, where Quantum Cryptography posted an average change of 3.09% and Alt rose 0.11%. Later sessions will show if these moves broaden or fade.