Mar 10: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War

March 10, 2025 · #Quantum Cryptography & Computing #Defense & War #Glass Substrates #Cybersecurity #Shipbuilding

5 strong themes — 5 running. Top: Quantum Cryptography & Computing +7.9%.

Strong themes5 Top change+7.9% LeaderKorea Advanced Materials

Average change by strong theme

Average change of member stocks, by theme · descending

Quantum Cryptography & Computing

+7.9%

Defense & War

+6.7%

Glass Substrates

+4.1%

Cybersecurity

+4.0%

Shipbuilding

+2.9%

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
Quantum Cryptography & Computing	Korea Advanced Materials	+29.88%
Defense & War	Fiberpro	+19.48%
Glass Substrates	CHEMTRONICSCo	+14.10%
Cybersecurity	Hanssak	+9.03%
Shipbuilding	Hanwha Ocean	+3.52%

On Mar 10, 2025, every stock in all five strong themes closed higher. Quantum Cryptography & Computing led with an average change of 7.9%, with 9 of 9 stocks up.

Korea Advanced Materials topped that theme at 29.88%, and Korea Computer & Systems added 17.12%. Ictk, which also sits in Cybersecurity, rose 5.01%.

Defense & War averaged 6.72%, with all 10 of its stocks up. Fiberpro led at 19.48%, and Hyundai-Rotem gained 10.29%.

Today’s Strong Themes at a Glance

#	Theme	Status	Avg. change	Up/Total	Leader
1	Quantum Cryptography & Computing	2 days running	+7.9%	9/9	Korea Advanced Materials
2	Defense & War	5 days running	+6.7%	10/10	Fiberpro
3	Glass Substrates	2 days running	+4.1%	9/9	CHEMTRONICSCo
4	Cybersecurity	2 days running	+4.0%	10/10	Hanssak
5	Shipbuilding	2 days running	+2.9%	5/5	Hanwha Ocean

Theme by Theme

1. Quantum Cryptography & Computing (2 days running)

Episode: started 2025-03-07, day 7

Stock	Change	Close	Leader
Korea Advanced Materials `062970`	+29.9%	6,390	★
Korea Computer & Systems `115500`	+17.1%	12,450
Ictk `456010`	+5.0%	13,210
Wooriro `046970`	+4.7%	1,327
Coweaver `056360`	+3.8%	5,990
Axgate `356680`	+3.4%	8,920
RaonSecure `042510`	+2.8%	1,980
Alt `172670`	+2.6%	11,160
Aton `158430`	+1.9%	5,810

2. Defense & War (5 days running)

Episode: started 2025-03-04, day 10

Stock	Change	Close	Leader
Fiberpro `368770`	+19.5%	8,220	★
Hyundai-Rotem `064350`	+10.3%	104,000
MNC Solution `484870`	+6.8%	82,200
Hanwha Aerospace `012450`	+6.3%	707,000
Huneed Technologies `005870`	+4.8%	8,800
STX Engine `077970`	+4.3%	25,450
Kencoa Aerospace `274090`	+4.1%	13,900
SNT Dynamics `003570`	+3.9%	36,000
Poongsan `103140`	+3.7%	63,800
Hanwha Ocean `042660`	+3.5%	73,500

3. Glass Substrates (2 days running)

Episode: started 2025-03-07, day 7

Stock	Change	Close	Leader
CHEMTRONICSCo `089010`	+14.1%	30,750	★
HBL `452190`	+8.6%	6,830
Naintech `267320`	+5.7%	3,060
SKC `011790`	+3.3%	130,500
JNTC `204270`	+2.7%	18,210
FNS Tech `083500`	+1.0%	10,100
Hass `450330`	+0.9%	8,900
Samsung Electro-mechanics `009150`	+0.6%	138,100
C&G Hi Tech `264660`	+0.3%	14,570

4. Cybersecurity (2 days running)

Episode: started 2025-03-07, day 7

Stock	Change	Close	Leader
Hanssak `430690`	+9.0%	5,310	★
CyberOne `356890`	+5.9%	4,290
Ictk `456010`	+5.0%	13,210
Sands Lab `411080`	+3.9%	8,080
S-1 `012750`	+3.4%	60,800
Axgate `356680`	+3.4%	8,920
Bellock `424760`	+2.8%	812
RaonSecure `042510`	+2.8%	1,980
Igloo `067920`	+1.9%	5,290
Aton `158430`	+1.9%	5,810

5. Shipbuilding (2 days running)

Episode: started 2025-03-07, day 7

Stock	Change	Close	Leader
HD Hyundai Heavy Industries `329180`	+4.7%	310,000
Hanwha Ocean `042660`	+3.5%	73,500	★
HJ Shipbuilding & Construction `097230`	+2.8%	8,040
HD Hyundai Mipo `010620`	+2.3%	105,000
HD Korea Shipbuilding & Offshore Engineering `009540`	+0.9%	214,500

Closing Thoughts

Defense & War has the longest run, now at a 5-day streak. The other four themes are on a streak of 2, including Glass Substrates at an average change of 4.13%.

Hanwha Ocean, up 3.52%, appears in both Defense & War and Shipbuilding. The next sessions will show whether themes that share stocks keep moving together.