Sep 11: 8 Strong Themes — Cybersecurity, Beauty & Cosmetics
8 strong themes — 1 running · 7 recurred. Top: Cybersecurity +20.3%.
Strong themes8
Top change+20.3%
LeaderSPSoft
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 |
|---|---|---|---|
| Cybersecurity | SPSoft | +29.99% | |
| Beauty & Cosmetics | Kmpharmaceutical | +29.90% | |
| MLCC (Multilayer Ceramic Capacitors) | Amotech | +29.98% | |
| Shipbuilding Equipment | Bumhan Fuel Cell | +1.42% | |
| Shipbuilding | HD Hyundai Heavy Industries | +5.62% | |
| Property & Casualty Insurance | Samsung Fire & Marine Insurance | +6.03% | |
| Banks | BNK Financial Group | +2.04% | |
| Life Insurance | Korean Reinsurance Company | +2.41% |
Cybersecurity led the Sep 11 session with an average change of 20.3%, and all 10 of its stocks rose. SPSoft topped the group at 29.99%, with Axgate and Sands Lab close behind.
Beauty & Cosmetics followed with an average change of 12.9%, led by Kmpharmaceutical at 29.9%. MLCC (Multilayer Ceramic Capacitors) rose 11.05% on average, with Amotech up 29.98%.
Other themes moved more modestly. Shipbuilding Equipment averaged 3.55% and Banks 1.86%, while Property & Casualty Insurance extended its streak to 2 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Cybersecurity | recurred after 14 days | +20.3% | 10/10 | SPSoft |
| 2 | Beauty & Cosmetics | recurred after 14 days | +12.9% | 10/10 | Kmpharmaceutical |
| 3 | MLCC (Multilayer Ceramic Capacitors) | recurred after 11 days | +11.1% | 8/8 | Amotech |
| 4 | Shipbuilding Equipment | recurred after 2 days | +3.5% | 10/10 | Bumhan Fuel Cell |
| 5 | Shipbuilding | recurred after 2 days | +2.2% | 5/5 | HD Hyundai Heavy Industries |
| 6 | Property & Casualty Insurance | 2 days running | +2.1% | 7/7 | Samsung Fire & Marine Insurance |
| 7 | Banks | recurred after 8 days | +1.9% | 10/10 | BNK Financial Group |
| 8 | Life Insurance | recurred after 8 days | +1.4% | 3/3 | Korean Reinsurance Company |
Theme by Theme
1. Cybersecurity (recurred after 14 days)
- Episode: started 2026-09-11, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
SPSoft 443670 | +30.0% | 4,725 | ★ |
Axgate 356680 | +29.9% | 16,060 | |
Sands Lab 411080 | +29.8% | 5,510 | |
S2W 488280 | +26.4% | 14,850 | |
Dream Security 203650 | +23.3% | 2,620 | |
Monitorapp 434480 | +13.8% | 2,895 | |
Ictk 456010 | +13.5% | 17,200 | |
Fescaro 0015S0 | +13.5% | 7,900 | |
CyberOne 356890 | +11.9% | 2,585 | |
Autocrypt 331740 | +10.9% | 7,300 |
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2. Beauty & Cosmetics (recurred after 14 days)
- Episode: started 2026-09-11, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Kmpharmaceutical 225430 | +29.9% | 682 | ★ |
FreeT 006490 | +29.9% | 2,390 | |
Hankook Cosmetics Manufacturing 003350 | +19.4% | 15,710 | |
Heng Sheng Holding Group 900270 | +14.6% | 3,565 | |
Biobijou 489460 | +7.3% | 11,790 | |
NFC 265740 | +6.5% | 7,100 | |
Chungdamglobal 362320 | +5.7% | 4,580 | |
Pharmicell 005690 | +5.3% | 11,260 | |
Beautyskin 406820 | +5.3% | 1,980 | |
Hankook Cosmetics 123690 | +5.2% | 6,610 |
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3. MLCC (Multilayer Ceramic Capacitors) (recurred after 11 days)
- Episode: started 2026-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Amotech 052710 | +30.0% | 15,130 | ★ |
Samwha Capacitor 001820 | +18.8% | 137,400 | |
Avatec 149950 | +14.0% | 10,330 | |
Korchip 126730 | +10.4% | 21,300 | |
Hanchem 457370 | +8.7% | 8,400 | |
HanWool Semiconductor 320000 | +3.6% | 10,520 | |
Onejoon 382840 | +1.6% | 5,180 | |
Gis 306620 | +1.4% | 1,850 |
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4. Shipbuilding Equipment (recurred after 2 days)
- Episode: started 2026-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Marine Solution 443060 | +7.6% | 247,000 | |
Taewoong 044490 | +6.6% | 39,350 | |
KSP 073010 | +6.6% | 3,570 | |
Hanwha Engine 082740 | +4.0% | 50,300 | |
KS Industry 101000 | +2.5% | 1,465 | |
STX Engine 077970 | +2.1% | 24,800 | |
HD-Hyundai Marine Engine 071970 | +1.9% | 52,500 | |
T. K 023160 | +1.8% | 28,300 | |
Bumhan Fuel Cell 382900 | +1.4% | 25,050 | ★ |
CP System 413630 | +0.9% | 4,240 |
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5. Shipbuilding (recurred after 2 days)
- Episode: started 2026-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Hyundai Heavy Industries 329180 | +5.6% | 479,000 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +4.0% | 365,500 | |
HJ Shipbuilding & Construction 097230 | +0.9% | 15,990 | |
Samsung Heavy Industries 010140 | +0.2% | 21,400 | |
Hanwha Ocean 042660 | +0.1% | 85,600 |
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6. Property & Casualty Insurance (2 days running)
- Episode: started 2026-09-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Fire & Marine Insurance 000810 | +6.0% | 686,000 | ★ |
DB Insurance 005830 | +3.0% | 191,700 | |
Korean Reinsurance Company 003690 | +2.4% | 14,900 | |
Hyundaimarine&fireinsurance 001450 | +1.8% | 51,300 | |
Lotte Non-Life Insurance 000400 | +0.7% | 2,120 | |
Hanwha General Insurance 000370 | +0.5% | 8,420 | |
Seoul Guarantee Insurance Company 031210 | +0.3% | 43,450 |
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7. Banks (recurred after 8 days)
- Episode: started 2026-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Financial Group 316140 | +3.2% | 35,100 | |
Jeju Bank 006220 | +2.8% | 10,350 | |
KB Financial Group 105560 | +2.6% | 177,900 | |
Shinhan Financial Group 055550 | +2.4% | 112,900 | |
BNK Financial Group 138930 | +2.0% | 15,930 | ★ |
Hana Financial Group 086790 | +1.9% | 137,800 | |
Industrial Bank Of Korea 024110 | +1.7% | 20,850 | |
JB Financial Group 175330 | +0.9% | 31,750 | |
iM Financial Group 139130 | +0.9% | 18,450 | |
Kbank 279570 | +0.2% | 5,690 |
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8. Life Insurance (recurred after 8 days)
- Episode: started 2026-09-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korean Reinsurance Company 003690 | +2.4% | 14,900 | ★ |
MIRAE ASSET Life Insurance 085620 | +1.6% | 19,840 | |
Hanwha Life Insurance 088350 | +0.2% | 5,990 |
Closing Thoughts
Cybersecurity and Beauty & Cosmetics both came back after a gap of 14 days. The next sessions will show whether the security move lasts beyond a single day.
Property & Casualty Insurance is the only theme on a 2-day streak, led by Samsung Fire & Marine Insurance at 6.03%. Whether Shipbuilding and Banks keep rising is the other open question.