Oct 14: 8 Strong Themes — Drones, Defense & War

October 14, 2024 · #Drones #Defense & War #Paper #Power Equipment #Fashion & Clothing #Glass Substrates #Semiconductor Equipment #System Semiconductors

8 strong themes — 1 running · 7 recurred. Top: Drones +10.0%.

Strong themes8 Top change+10.0% LeaderJCH Systems

Average change by strong theme

Average change of member stocks, by theme · descending
Drones
+10.0%
Defense & War
+8.0%
Paper
+7.4%
Power Equipment
+6.5%
Fashion & Clothing
+5.9%
Glass Substrates
+5.8%
Semiconductor Equipment
+5.7%
System Semiconductors
+5.2%

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
DronesJCH Systems+29.97%
Defense & WarKocom+21.93%
PaperHankuk Paper MFG+29.93%
Power EquipmentLS Eco Energy+6.54%
Fashion & ClothingPonyLink+14.88%
Glass SubstratesPhiloptics+15.75%
Semiconductor EquipmentWot+4.67%
System SemiconductorsImagis+16.09%

Drones led the Oct 14 session with an average change of 9.97%, and all 9 stocks in the theme closed higher. JCH Systems topped the group with a gain of 29.97%.

Defense & War followed at 7.97%, led by Kocom, which rose 21.93%. Paper returned after a gap of 690 days as Hankuk Paper MFG gained 29.93%.

Every stock in every listed theme closed higher. Semiconductor Equipment was on a streak of 2 days, and Power Equipment posted an average change of 6.5%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Dronesrecurred after 34 days+10.0%9/9JCH Systems
2Defense & Warrecurred after 7 days+8.0%10/10Kocom
3Paperrecurred after 690 days+7.4%9/9Hankuk Paper MFG
4Power Equipmentrecurred after 7 days+6.5%10/10LS Eco Energy
5Fashion & Clothingrecurred after 7 days+5.9%9/9PonyLink
6Glass Substratesrecurred after 33 days+5.8%9/9Philoptics
7Semiconductor Equipment2 days running+5.7%8/8Wot
8System Semiconductorsrecurred after 19 days+5.2%10/10Imagis

Theme by Theme

1. Drones (recurred after 34 days)

StockChangeCloseLeader
JCH Systems 033320+30.0%4,120★
Kocom 015710+21.9%4,670
PC Direct 051380+10.4%2,695
Dt&C 187220+6.7%3,425
Kencoa Aerospace 274090+5.9%10,280
Firstec 010820+4.4%2,950
Hancom WITH 054920+3.6%2,555
Hanbit Soft 047080+3.4%1,499
Smart Radar System 424960+3.3%11,530

Related news

2. Defense & War (recurred after 7 days)

StockChangeCloseLeader
Kocom 015710+21.9%4,670★
Speco 013810+18.6%4,720
Victek 065450+7.3%5,210
Catis 140430+6.3%3,565
Kencoa Aerospace 274090+5.9%10,280
Daesung Hi-Tech 129920+4.4%4,465
Firstec 010820+4.4%2,950
HanilForgingIndustrial 024740+3.9%2,240
i3system 214430+3.9%34,400
SatrecInitiative 099320+3.0%37,400

3. Paper (recurred after 690 days)

StockChangeCloseLeader
Hankuk Paper MFG 027970+29.9%1,350★
Moorim SP 001810+13.6%1,941
Moorim Paper 009200+8.9%2,320
Hansol Paper 213500+4.8%9,950
Moorim P&P 009580+3.5%2,965
Haesung Industrial 034810+3.1%6,910
Shinpoong 002870+1.7%1,001
Korea Export Packaging Industrial 002200+0.6%2,615
PaperCorea 001020+0.1%706

Related news

4. Power Equipment (recurred after 7 days)

StockChangeCloseLeader
BioSmart 038460+9.8%4,205
Gaon Cable 000500+9.0%40,750
LS ELECTRIC 010120+7.0%169,000
LS Eco Energy 229640+6.5%27,700★
Hyosung Heavy Industries 298040+6.2%396,000
LS 006260+6.0%127,900
Cheil Electric 199820+5.8%9,910
Iljin Electric 103590+5.2%22,400
Cheryong Electric 033100+4.9%62,500
Taihan Cable & Solution 001440+4.7%12,700

Related news

5. Fashion & Clothing (recurred after 7 days)

StockChangeCloseLeader
PonyLink 064800+14.9%1,606★
In the F 014990+8.1%758
Hojeon 111110+7.8%8,270
JS 194370+4.4%15,030
Hansae 105630+4.3%16,480
Good People 033340+3.9%647
F&F 383220+3.8%65,800
Hwaseung Enterprise 241590+3.2%8,760
LS Networks 000680+2.5%3,530

6. Glass Substrates (recurred after 33 days)

StockChangeCloseLeader
Philoptics 161580+15.8%23,150★
HB Technology 078150+9.9%2,725
JNTC 204270+8.4%25,100
Ycchem 112290+6.6%19,260
CHEMTRONICSCo 089010+3.9%21,150
GigaVis 420770+2.8%40,100
C&G Hi Tech 264660+2.5%13,800
meerecompanyIncorporated 049950+1.2%20,700
Samsung Electro-mechanics 009150+0.8%130,900

Related news

7. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Tfe 425420+8.4%19,290
PSK Holdings 031980+7.8%52,000
Techwing 089030+6.1%38,500
PSK 319660+5.5%23,950
Di 003160+5.0%17,800
Wot 396470+4.7%10,090★
Intekplus 064290+4.1%14,830
Tse 131290+4.1%53,300

8. System Semiconductors (recurred after 19 days)

StockChangeCloseLeader
Imagis 115610+16.1%3,535★
Techwing 089030+6.1%38,500
PSK 319660+5.5%23,950
Di 003160+5.0%17,800
Winpac 097800+4.8%1,620
Zaram Technology 389020+4.0%34,050
HANMI Semiconductor 042700+3.6%113,500
Openedges Technology 394280+2.6%13,220
Samsung Electronics 005930+2.5%60,800
Asicland 445090+2.4%28,300

Closing Thoughts

The Defense & War episode runs through 2024-10-17, and System Semiconductors runs through 2024-10-15. Most of the other themes show single-day episodes.

News tied JCH Systems to an MOU on the U.S. drone market and linked Philoptics, up 15.75%, to glass substrate demand. The next sessions will show whether those catalysts hold.