Jan 24: 8 Strong Themes — Defense & War, Political Ties (Lee Jae-myung)
8 strong themes — 8 recurred. Top: Defense & War +11.2%.
Strong themes8
Top change+11.2%
LeaderKencoa Aerospace
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 | Kencoa Aerospace | +26.69% | |
| Political Ties (Lee Jae-myung) | Orient Precision Industries | +23.21% | |
| 5G | Isupetasys | +28.01% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Kencoa Aerospace | +26.69% | |
| Telecom Equipment | Ace Technologies | +9.15% | |
| Robotics (Industrial & Collaborative) | Higen RNM | +19.58% | |
| Power Equipment | Iljin Electric | +10.52% | |
| Ukraine Reconstruction | DaedongGear | +6.87% |
Eight themes rose on Jan 24, and every stock in each group closed higher. Defense & War led with an average change of 11.23% across 9 stocks.
Kencoa Aerospace jumped 26.69%, leading both this group and Space & Aerospace (Nuri Rocket, Satellites). Hanwha Ocean added 10.1% on volume of 10188583 shares.
Political Ties (Lee Jae-myung) averaged 10.81%, led by Orient Precision Industries at 23.21%. Isupetasys rose 28.01% to lead 5G.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Defense & War | recurred after 4 days | +11.2% | 9/9 | Kencoa Aerospace |
| 2 | Political Ties (Lee Jae-myung) | recurred after 22 days | +10.8% | 10/10 | Orient Precision Industries |
| 3 | 5G | recurred after 29 days | +10.4% | 9/9 | Isupetasys |
| 4 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 2 days | +9.7% | 9/9 | Kencoa Aerospace |
| 5 | Telecom Equipment | recurred after 7 days | +7.3% | 8/8 | Ace Technologies |
| 6 | Robotics (Industrial & Collaborative) | recurred after 2 days | +6.9% | 9/9 | Higen RNM |
| 7 | Power Equipment | recurred after 2 days | +4.8% | 10/10 | Iljin Electric |
| 8 | Ukraine Reconstruction | recurred after 11 days | +4.7% | 10/10 | DaedongGear |
Theme by Theme
1. Defense & War (recurred after 4 days)
- Episode: started 2025-01-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +26.7% | 14,620 | ★ |
MNC Solution 484870 | +13.1% | 58,000 | |
Hanwha Ocean 042660 | +10.1% | 56,700 | |
SNT Dynamics 003570 | +9.6% | 23,500 | |
Kuk Young G M 006050 | +9.4% | 1,870 | |
RF Systems 474610 | +9.4% | 4,200 | |
Ace Technologies 088800 | +9.2% | 775 | |
Hanwha Aerospace 012450 | +7.3% | 411,500 | |
HJ Shipbuilding & Construction 097230 | +6.4% | 6,290 |
2. Political Ties (Lee Jae-myung) (recurred after 22 days)
- Episode: started 2025-01-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Orient Precision Industries 065500 | +23.2% | 5,150 | ★ |
Dgenx 113810 | +15.2% | 1,440 | |
Orientbio 002630 | +14.4% | 1,455 | |
HYUNGJI Innovation and Creative 011080 | +10.4% | 1,076 | |
DongshinEngineering&Construction 025950 | +10.1% | 42,900 | |
Solid 050890 | +9.0% | 8,000 | |
Hyungji Elite 093240 | +8.2% | 2,170 | |
Atec 045660 | +6.8% | 26,000 | |
Atec Mobility 224110 | +5.5% | 17,400 | |
Koyj 121850 | +5.3% | 1,422 |
3. 5G (recurred after 29 days)
- Episode: started 2025-01-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Isupetasys 007660 | +28.0% | 40,900 | ★ |
Daeduck Electronics 353200 | +11.1% | 20,000 | |
OE Solutions 138080 | +10.9% | 14,000 | |
Ace Technologies 088800 | +9.2% | 775 | |
Solid 050890 | +9.0% | 8,000 | |
Coweaver 056360 | +7.1% | 6,340 | |
Wiable 065530 | +6.9% | 1,394 | |
Opasnet 173130 | +5.9% | 9,140 | |
Davolink 340360 | +5.9% | 1,945 |
Related news
- [한경유레카 특징주] 이수페타시스, AI 제품 수혜 기대 — 한국경제 (Korean)
- [특징주] 이수페타시스, 이차전지 업체 제이오 인수 철회…美 스타게이트 프로젝트 국내 최대 수혜 기업 부각 — 이투데이 (Korean)
- [이수연의 TOP10] 이수페타시스, 일시적 급등 vs 추세 상승 지속? — 머니투데이 (Korean)
4. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 2 days)
- Episode: started 2025-01-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Isupetasys 007660 | +28.0% | 40,900 | |
Kencoa Aerospace 274090 | +26.7% | 14,620 | ★ |
Hanwha Aerospace 012450 | +7.3% | 411,500 | |
Asia Pacific Satellite lnc 211270 | +5.2% | 14,300 | |
Hyundai-Rotem 064350 | +4.8% | 59,200 | |
Innospace 462350 | +4.5% | 20,900 | |
Taewoong 044490 | +4.2% | 12,630 | |
Contec 451760 | +3.8% | 11,400 | |
Hanwha Systems 272210 | +3.0% | 26,200 |
5. Telecom Equipment (recurred after 7 days)
- Episode: started 2025-01-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
OE Solutions 138080 | +10.9% | 14,000 | |
Ace Technologies 088800 | +9.2% | 775 | ★ |
Solid 050890 | +9.0% | 8,000 | |
Coweaver 056360 | +7.1% | 6,340 | |
Wiable 065530 | +6.9% | 1,394 | |
Davolink 340360 | +5.9% | 1,945 | |
Asia Pacific Satellite lnc 211270 | +5.2% | 14,300 | |
Sawnics 088280 | +4.1% | 3,050 |
6. Robotics (Industrial & Collaborative) (recurred after 2 days)
- Episode: started 2025-01-24, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Higen RNM 160190 | +19.6% | 31,450 | ★ |
Intops 049070 | +11.6% | 21,050 | |
DaedongGear 008830 | +6.9% | 15,080 | |
KNR Systems 199430 | +6.8% | 10,110 | |
Robostar 090360 | +4.0% | 29,650 | |
V-one Tech 251630 | +4.0% | 4,730 | |
SP Systems 317830 | +3.1% | 6,890 | |
Kornic Automation 391710 | +2.9% | 1,723 | |
Shinsung Delta Tech 065350 | +2.9% | 88,900 |
Related news
- [오늘 A주] 트럼프 유화발언에 상승…엔비디아 협력 소식에 로봇주 초강세 — 뉴스핌 (Korean)
7. Power Equipment (recurred after 2 days)
- Episode: started 2025-01-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Iljin Electric 103590 | +10.5% | 36,250 | ★ |
HD Hyundai Electric 267260 | +8.9% | 445,000 | |
LS 006260 | +5.5% | 127,500 | |
LS ELECTRIC 010120 | +5.2% | 244,000 | |
Doosan Enerbility 034020 | +3.6% | 24,700 | |
Kwang Myung Electric 017040 | +3.1% | 1,604 | |
SemyungElectricMachinery 017510 | +3.1% | 6,350 | |
Cheryong Electric 033100 | +3.0% | 61,000 | |
Hyosung Heavy Industries 298040 | +2.8% | 508,000 | |
Aroot 096690 | +2.6% | 1,406 |
Related news
- [특징주] 일진전기, 美 내셔널 그리드에 115kV 초고압 변압기 5대 수출 소식에 강세 — 이투데이 (Korean)
8. Ukraine Reconstruction (recurred after 11 days)
- Episode: started 2025-01-24, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DaedongGear 008830 | +6.9% | 15,080 | ★ |
SG 255220 | +6.1% | 3,320 | |
Hyundai Engineering & Construction 000720 | +6.1% | 31,500 | |
TYM 002900 | +5.5% | 5,350 | |
Daeyang Electric 108380 | +4.6% | 15,000 | |
Posco International 047050 | +4.1% | 43,100 | |
DaedongMetal 020400 | +4.0% | 7,060 | |
SY Steel Tech 365330 | +3.9% | 8,010 | |
DY Power 210540 | +3.1% | 12,390 | |
Heerim Architects & Planners 037440 | +3.0% | 5,480 |
Related news
Closing Thoughts
All eight themes were recurrences, returning after gaps of 2 to 29 days. Seven of their episodes cover only Jan 24, so the next session will show whether any of them continue.
The Robotics (Industrial & Collaborative) episode runs through Jan 31, with Higen RNM up 19.58%. Iljin Electric rose 10.52% on news of transformer exports.