Theme Insight한국어

Mar 12: 5 Strong Themes — Quantum Cryptography & Computing, Defense & War

March 12, 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 -
ThemeLeaderChangeTrend
Quantum Cryptography & ComputingKorea Advanced Materials+29.88%
Defense & WarFiberpro+19.48%
Glass SubstratesCHEMTRONICSCo+14.10%
CybersecurityHanssak+9.03%
ShipbuildingHanwha Ocean+3.52%

All five strong themes on Mar 12 closed with every member stock higher. Quantum Cryptography & Computing led with an average change of 7.9%, and all 9 of its stocks rose.

Defense & War extended its streak to 7, with all 10 stocks rising for an average change of 6.72%. Fiberpro led the group at 19.48%.

The single biggest mover was Korea Advanced Materials, up 29.88% to close at 6390. Glass Substrates followed with an average change of 4.13%, led by CHEMTRONICSCo at 14.1%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Quantum Cryptography & Computing4 days running+7.9%9/9Korea Advanced Materials
2Defense & War7 days running+6.7%10/10Fiberpro
3Glass Substrates4 days running+4.1%9/9CHEMTRONICSCo
4Cybersecurity4 days running+4.0%10/10Hanssak
5Shipbuilding4 days running+2.9%5/5Hanwha Ocean

Theme by Theme

1. Quantum Cryptography & Computing (4 days running)

StockChangeCloseLeader
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 (7 days running)

StockChangeCloseLeader
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 (4 days running)

StockChangeCloseLeader
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 (4 days running)

StockChangeCloseLeader
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 (4 days running)

StockChangeCloseLeader
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

Cybersecurity averaged a 4.0% change and Shipbuilding 2.87%, with every stock higher in both. Ictk, Axgate and RaonSecure sit in both the quantum and security lists.

Four of the five theme episodes span 2025-03-07 to 2025-03-13, while defense dates back to 2025-03-04. The next sessions will show whether the overlap across these themes holds.

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