Oct 30: 8 Strong Themes — Ukraine Reconstruction, Beauty & Cosmetics

October 30, 2024 · #Ukraine Reconstruction #Beauty & Cosmetics #ChatGPT & AI Chatbots #Mobile Games #Defense & War #Games #Space & Aerospace (Nuri Rocket, Satellites) #Webtoons

8 strong themes — 2 running · 6 recurred. Top: Ukraine Reconstruction +10.3%.

Strong themes8 Top change+10.3% LeaderDYD

Average change by strong theme

Average change of member stocks, by theme · descending
Ukraine Reconstruction
+10.3%
Beauty & Cosmetics
+8.2%
ChatGPT & AI Chatbots
+5.7%
Mobile Games
+3.8%
Defense & War
+3.6%
Games
+3.3%
Space & Aerospace (Nuri Rocket, Satellites)
+3.0%
Webtoons
+2.4%

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
Ukraine ReconstructionDYD+27.06%
Beauty & CosmeticsDYD+27.06%
ChatGPT & AI ChatbotsSPSoft+19.53%
Mobile GamesThumbage+5.53%
Defense & WarCatis+7.68%
GamesCom2us+6.06%
Space & Aerospace (Nuri Rocket, Satellites)Contec+4.48%
WebtoonsAnkey Ax+5.50%

Ukraine Reconstruction led the Oct 30 session with an average change of 10.35%. All 9 of its stocks rose, and the theme extended its streak to 2 days.

DYD jumped 27.06%, leading both Ukraine Reconstruction and Beauty & Cosmetics. Beauty & Cosmetics returned after a 9-day gap with an average change of 8.23%, with all 10 stocks up.

ChatGPT & AI Chatbots returned after 23 days with an average change of 5.69%, led by SPSoft at 19.53%. Every listed stock rose across all of the day’s strong themes.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Ukraine Reconstruction2 days running+10.3%9/9DYD
2Beauty & Cosmeticsrecurred after 9 days+8.2%10/10DYD
3ChatGPT & AI Chatbotsrecurred after 23 days+5.7%9/9SPSoft
4Mobile Gamesrecurred after 9 days+3.8%10/10Thumbage
5Defense & War2 days running+3.6%10/10Catis
6Gamesrecurred after 2 days+3.3%10/10Com2us
7Space & Aerospace (Nuri Rocket, Satellites)recurred after 16 days+3.0%9/9Contec
8Webtoonsrecurred after 19 days+2.4%10/10Ankey Ax

Theme by Theme

1. Ukraine Reconstruction (2 days running)

StockChangeCloseLeader
DYD 219550+27.1%695★
Hyundai Everdigm 041440+19.5%9,440
Sambu Construction 001470+13.4%525
SY 109610+9.4%4,180
DAEMO Engineering 317850+5.6%10,300
Heerim Architects & Planners 037440+5.1%4,815
SG 255220+5.1%3,010
HD Construction Equipment 267270+4.1%51,600
Speco 013810+3.9%4,980

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2. Beauty & Cosmetics (recurred after 9 days)

StockChangeCloseLeader
DYD 219550+27.1%695★
Naturecell 007390+17.0%20,000
Cell Bio Human Tech 318160+9.4%3,915
Cosmax 192820+6.7%147,300
Sunjin Beauty Science 086710+5.1%10,740
Cosmecca Korea 241710+4.6%76,900
Genic 123330+4.2%22,500
Seung Il 049830+3.1%7,320
Raphas 214260+2.6%17,880
C&C International 352480+2.6%68,100

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3. ChatGPT & AI Chatbots (recurred after 23 days)

StockChangeCloseLeader
SPSoft 443670+19.5%7,710★
Hancom 030520+6.1%18,710
Polaris Office 041020+4.9%5,370
ESTsoft 047560+4.0%12,940
Brainzcompany 099390+3.8%6,820
Maum.ai 377480+3.8%11,070
BRIDGETECCorp 064480+3.2%5,220
NAVER 035420+3.1%174,400
Polaris AI 039980+2.9%2,465

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4. Mobile Games (recurred after 9 days)

StockChangeCloseLeader
Com2us 078340+6.1%42,900
Thumbage 208640+5.5%248★
Nexus 205500+4.5%1,145
ESTsoft 047560+4.0%12,940
NAVER 035420+3.1%174,400
Mobirix 348030+3.0%5,440
Staco Link 060240+3.0%520
Webzen 069080+3.0%16,680
DoubleUGames 192080+3.0%52,100
Com2uS Holdings 063080+2.8%23,700

5. Defense & War (2 days running)

StockChangeCloseLeader
Catis 140430+7.7%3,505★
HanilForgingIndustrial 024740+6.1%3,740
Speco 013810+3.9%4,980
Korea Aerospace Industries 047810+3.8%60,000
Kuk Young G M 006050+3.6%2,160
SatrecInitiative 099320+3.2%38,800
Victek 065450+2.4%5,170
Genohco 361390+2.3%15,600
Haein 003010+1.9%5,030
Hancom Lifecare 372910+1.6%4,100

6. Games (recurred after 2 days)

StockChangeCloseLeader
Com2us 078340+6.1%42,900★
Nexus 205500+4.5%1,145
ESTsoft 047560+4.0%12,940
NAVER 035420+3.1%174,400
Staco Link 060240+3.0%520
Webzen 069080+3.0%16,680
DoubleUGames 192080+3.0%52,100
Itoxi 052770+2.4%1,425
Actoz Soft 052790+2.1%6,810
Playwith Korea 023770+2.0%4,155

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7. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 16 days)

StockChangeCloseLeader
Hancom 030520+6.1%18,710
Contec 451760+4.5%8,870★
Asia Pacific Satellite lnc 211270+4.2%10,650
Korea Aerospace Industries 047810+3.8%60,000
SatrecInitiative 099320+3.2%38,800
Genohco 361390+2.3%15,600
Kencoa Aerospace 274090+1.4%8,140
HVM 295310+0.6%14,640
Hanwha 000880+0.5%28,050

8. Webtoons (recurred after 19 days)

StockChangeCloseLeader
Ankey Ax 134580+5.5%1,994★
KidariStudio 020120+4.0%3,655
D&C Media 263720+3.6%17,900
NAVER 035420+3.1%174,400
Ylab 432430+3.0%5,240
Soosung Webtoon 084180+1.5%618
NBT 236810+1.5%3,810
Mr. Blue 207760+1.4%1,390
NHN 181710+0.5%16,620
JoyCity 067000+0.4%1,599

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Closing Thoughts

Two themes are now on 2-day streaks: Ukraine Reconstruction and Defense & War. The next session will show whether that breadth holds.

The other themes, including Webtoons and Space & Aerospace (Nuri Rocket, Satellites), were one-day returns. Webtoons rose an average of 2.44% after a 19-day gap, led by Ankey Ax.