Feb 12: 6 Strong Themes — Defense & War, Venture Capital
6 strong themes — 3 running · 3 recurred. Top: Defense & War +15.8%.
Strong themes6
Top change+15.8%
Leaderi3system
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 |
|---|---|---|---|
| Defense & War | i3system | +23.90% | |
| Venture Capital | DSC Investment | +29.97% | |
| Shipbuilding | Hanwha Ocean | +15.17% | |
| Shipbuilding Equipment | Hanla IMS | +10.61% | |
| Power Equipment | Seojeon Electric Machinery | +7.00% | |
| Electric Cables | LS Eco Energy | +2.54% |
On 2025-02-12, all six strong themes finished with every stock higher. Defense & War led for a second day, posting an average change of 15.79%.
Within the theme, Hanwha Systems rose 29.64% on volume of 47001656 shares, and leader i3system gained 23.9%.
Venture Capital returned after a 41-day gap, with an average change of 14.11%. DSC Investment led at 29.97% amid a headline on acquisition talks involving FuriosaAI.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Defense & War | 2 days running | +15.8% | 9/9 | i3system |
| 2 | Venture Capital | recurred after 41 days | +14.1% | 10/10 | DSC Investment |
| 3 | Shipbuilding | 2 days running | +8.8% | 6/6 | Hanwha Ocean |
| 4 | Shipbuilding Equipment | 2 days running | +7.8% | 10/10 | Hanla IMS |
| 5 | Power Equipment | recurred after 6 days | +5.0% | 10/10 | Seojeon Electric Machinery |
| 6 | Electric Cables | recurred after 6 days | +4.0% | 6/6 | LS Eco Energy |
Theme by Theme
1. Defense & War (2 days running)
- Episode: started 2025-02-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Systems 272210 | +29.6% | 32,800 | |
i3system 214430 | +23.9% | 60,400 | ★ |
Hanwha 000880 | +16.0% | 37,700 | |
Catis 140430 | +15.9% | 2,655 | |
Hanwha Ocean 042660 | +15.2% | 72,900 | |
STX Engine 077970 | +12.0% | 25,750 | |
RF Systems 474610 | +10.8% | 6,040 | |
Daeyang Electric 108380 | +10.0% | 17,120 | |
HJ Shipbuilding & Construction 097230 | +8.6% | 7,180 |
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2. Venture Capital (recurred after 41 days)
- Episode: started 2025-02-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DSC Investment 241520 | +30.0% | 3,730 | ★ |
T.S.Investment 246690 | +29.9% | 1,202 | |
NAU IB Capital 293580 | +28.8% | 1,409 | |
Company K Partners 307930 | +13.3% | 5,500 | |
LB Investment 309960 | +8.3% | 3,440 | |
SV Investment 289080 | +8.2% | 1,456 | |
Lindeman Asia Investment 277070 | +8.0% | 4,045 | |
HB Investment 440290 | +6.2% | 1,742 | |
Capstone Partners 452300 | +4.3% | 2,640 | |
Aju IB Investment 027360 | +3.9% | 2,380 |
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3. Shipbuilding (2 days running)
- Episode: started 2025-02-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Heavy Industries 329180 | +15.4% | 353,000 | |
Hanwha Ocean 042660 | +15.2% | 72,900 | ★ |
HJ Shipbuilding & Construction 097230 | +8.6% | 7,180 | |
Samsung Heavy Industries 010140 | +6.0% | 13,460 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +5.6% | 234,000 | |
HD Hyundai Mipo 010620 | +2.3% | 111,300 |
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4. Shipbuilding Equipment (2 days running)
- Episode: started 2025-02-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SK oceanplant 100090 | +12.2% | 14,200 | |
STX Engine 077970 | +12.0% | 25,750 | |
Hanla IMS 092460 | +10.6% | 9,490 | ★ |
Daeyang Electric 108380 | +10.0% | 17,120 | |
Hanwha Engine 082740 | +7.5% | 23,650 | |
Dongbang Ship Machinery 099410 | +6.1% | 3,205 | |
Samyoung M-tek C0 054540 | +5.1% | 4,910 | |
Sejin Heavy Industries 075580 | +5.0% | 8,750 | |
S&W 103230 | +5.0% | 3,125 | |
Cape Industries 064820 | +4.7% | 6,930 |
5. Power Equipment (recurred after 6 days)
- Episode: started 2025-02-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS ELECTRIC 010120 | +12.0% | 238,500 | |
LS 006260 | +10.2% | 123,200 | |
Seojeon Electric Machinery 189860 | +7.0% | 4,965 | ★ |
LS Marine Solution 060370 | +4.5% | 16,880 | |
Iljin Electric 103590 | +3.9% | 33,200 | |
HD Hyundai Electric 267260 | +3.2% | 398,500 | |
Doosan Enerbility 034020 | +3.0% | 24,250 | |
LS Eco Energy 229640 | +2.5% | 42,400 | |
Sanil Electric 062040 | +2.1% | 72,900 | |
G2Power 388050 | +2.0% | 8,290 |
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6. Electric Cables (recurred after 6 days)
- Episode: started 2025-02-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS 006260 | +10.2% | 123,200 | |
LS Marine Solution 060370 | +4.5% | 16,880 | |
Iljin Electric 103590 | +3.9% | 33,200 | |
LS Eco Energy 229640 | +2.5% | 42,400 | ★ |
Taihan Cable & Solution 001440 | +1.6% | 12,930 | |
Gaon Cable 000500 | +1.2% | 57,100 |
Closing Thoughts
Next is whether Shipbuilding and Shipbuilding Equipment extend their 2-day streaks. They posted average changes of 8.85% and 7.83%, with every stock up.
Power Equipment and Electric Cables both returned after a 6-day gap, averaging 5.04% and 4.01%. Leader Seojeon Electric Machinery drew headlines on a return to operating profit.