Feb 11: 8 Strong Themes — Defense & War, Glass Substrates
8 strong themes — 1 running · 7 recurred. Top: Defense & War +13.4%.
Strong themes8
Top change+13.4%
LeaderKisan Telecom
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 | Kisan Telecom | +29.78% | |
| Glass Substrates | Naintech | +29.96% | |
| Aesthetic Devices | Laseroptek | +30.00% | |
| Medical Devices | Laseroptek | +30.00% | |
| Quantum Cryptography & Computing | Q.S.ICo | +8.55% | |
| Shipbuilding Equipment | Hyundai HYMS | +5.23% | |
| Shipbuilding | Hanwha Ocean | +8.95% | |
| Ukraine Reconstruction | DaedongGear | +2.73% |
All eight strong themes on Feb 11 closed with every listed stock higher. Defense & War led the session with an average change of 13.36%, and all 10 of its stocks rose.
Glass Substrates came next with an average change of 10.19%, led by Naintech at 29.96%. Aesthetic Devices averaged 8.38% as Laseroptek gained 30.0% on news of a US FDA 510K approval.
Ukraine Reconstruction was the only theme on an ongoing run, with a streak of 4. Every other theme came back after a gap, ranging from 4 days for defense to 29 days for Aesthetic Devices.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Defense & War | recurred after 4 days | +13.4% | 10/10 | Kisan Telecom |
| 2 | Glass Substrates | recurred after 4 days | +10.2% | 7/7 | Naintech |
| 3 | Aesthetic Devices | recurred after 29 days | +8.4% | 7/7 | Laseroptek |
| 4 | Medical Devices | recurred after 7 days | +7.1% | 10/10 | Laseroptek |
| 5 | Quantum Cryptography & Computing | recurred after 5 days | +5.0% | 8/8 | Q.S.ICo |
| 6 | Shipbuilding Equipment | recurred after 21 days | +4.2% | 10/10 | Hyundai HYMS |
| 7 | Shipbuilding | recurred after 11 days | +2.9% | 6/6 | Hanwha Ocean |
| 8 | Ukraine Reconstruction | 4 days running | +1.8% | 10/10 | DaedongGear |
Theme by Theme
1. Defense & War (recurred after 4 days)
- Episode: started 2025-02-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kisan Telecom 035460 | +29.8% | 2,275 | ★ |
Hanwha Aerospace 012450 | +20.6% | 498,000 | |
RF Systems 474610 | +17.1% | 5,450 | |
Fiberpro 368770 | +14.6% | 6,820 | |
Genohco 361390 | +11.8% | 16,950 | |
MNC Solution 484870 | +9.6% | 66,500 | |
Hanwha Ocean 042660 | +8.9% | 63,300 | |
STX Engine 077970 | +7.5% | 23,000 | |
Hanwha 000880 | +7.3% | 32,500 | |
Pyung Hwa Industrial 090080 | +6.5% | 1,245 |
Related news
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2. Glass Substrates (recurred after 4 days)
- Episode: started 2025-02-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Naintech 267320 | +30.0% | 3,015 | ★ |
HBL 452190 | +16.3% | 6,700 | |
HB Technology 078150 | +10.7% | 2,950 | |
Pie 452450 | +6.5% | 8,140 | |
Icd 040910 | +4.2% | 6,430 | |
Philoptics 161580 | +3.2% | 47,350 | |
Samsung Electro-mechanics 009150 | +0.4% | 144,700 |
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3. Aesthetic Devices (recurred after 29 days)
- Episode: started 2025-02-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Laseroptek 199550 | +30.0% | 8,320 | ★ |
Lameditech 462510 | +11.2% | 8,930 | |
Apr 278470 | +6.5% | 51,500 | |
PharmaResearch 214450 | +4.0% | 284,500 | |
Medy-Tox 086900 | +2.7% | 121,600 | |
Hironic 149980 | +2.5% | 6,470 | |
VIOL Medical 335890 | +1.7% | 8,400 |
Related news
- ‘치료용 레이저’ 레이저옵텍, FDA 510K 승인에 상한가[Why 바이오] — 서울경제 (Korean)
- [특징주]레이저옵텍, 세계 최초 삼파장 레이저 시스템 美FDA 승인 소식에 강세 — 아시아경제 (Korean)
- [ET라씨로] 레이저옵텍 ‘헬리오스785’ 美 FDA 510k 획득… 주가 上 — 전자신문 (Korean)
4. Medical Devices (recurred after 7 days)
- Episode: started 2025-02-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Laseroptek 199550 | +30.0% | 8,320 | ★ |
Lameditech 462510 | +11.2% | 8,930 | |
BioPlus 099430 | +6.0% | 6,590 | |
Metacare 118000 | +4.1% | 330 | |
PharmaResearch 214450 | +4.0% | 284,500 | |
InBody 041830 | +4.0% | 24,800 | |
Bistos 419540 | +3.8% | 1,649 | |
Humasis 205470 | +3.1% | 1,747 | |
Hironic 149980 | +2.5% | 6,470 | |
Asta 246720 | +2.5% | 5,300 |
Related news
- ‘치료용 레이저’ 레이저옵텍, FDA 510K 승인에 상한가[Why 바이오] — 서울경제 (Korean)
- [특징주]레이저옵텍, 세계 최초 삼파장 레이저 시스템 美FDA 승인 소식에 강세 — 아시아경제 (Korean)
- [ET라씨로] 레이저옵텍 ‘헬리오스785’ 美 FDA 510k 획득… 주가 上 — 전자신문 (Korean)
5. Quantum Cryptography & Computing (recurred after 5 days)
- Episode: started 2025-02-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Alt 172670 | +19.3% | 14,290 | |
Q.S.ICo 066310 | +8.6% | 9,780 | ★ |
HanWool Materials Science 091440 | +4.3% | 3,610 | |
Korea Computer & Systems 115500 | +2.0% | 12,340 | |
Ranix 317120 | +2.0% | 3,360 | |
SK Telecom 017670 | +1.8% | 56,000 | |
Coweaver 056360 | +1.1% | 6,360 | |
Korea Advanced Materials 062970 | +0.8% | 6,160 |
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6. Shipbuilding Equipment (recurred after 21 days)
- Episode: started 2025-02-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
STX Engine 077970 | +7.5% | 23,000 | |
KSP 073010 | +5.3% | 4,505 | |
Hyundai HYMS 460930 | +5.2% | 19,500 | ★ |
Sung Kwang Bend 014620 | +4.1% | 26,650 | |
Oriental Precision & Engineering 014940 | +3.9% | 5,330 | |
HD-Hyundai Marine Engine 071970 | +3.6% | 27,600 | |
Dongsung Finetec 033500 | +3.4% | 20,300 | |
S&W 103230 | +3.1% | 2,975 | |
Hanwha Engine 082740 | +3.0% | 22,000 | |
Cape Industries 064820 | +2.8% | 6,620 |
Related news
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7. Shipbuilding (recurred after 11 days)
- Episode: started 2025-02-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +8.9% | 63,300 | ★ |
HJ Shipbuilding & Construction 097230 | +4.1% | 6,610 | |
HD Hyundai Heavy Industries 329180 | +1.7% | 306,000 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +1.4% | 221,500 | |
Samsung Heavy Industries 010140 | +0.9% | 12,700 | |
HD Hyundai Mipo 010620 | +0.4% | 108,800 |
8. Ukraine Reconstruction (4 days running)
- Episode: started 2025-02-06, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Daedong 000490 | +3.6% | 12,480 | |
DaedongGear 008830 | +2.7% | 19,600 | ★ |
Daeyang Electric 108380 | +2.4% | 15,560 | |
Hyundai Engineering & Construction 000720 | +2.2% | 32,700 | |
Speco 013810 | +2.0% | 3,525 | |
Posco International 047050 | +1.4% | 40,800 | |
HD Construction Equipment 267270 | +1.0% | 73,600 | |
HD Hyundai Infracore 042670 | +0.9% | 8,030 | |
DaedongMetal 020400 | +0.9% | 6,980 | |
Development Advance Solution 058730 | +0.8% | 3,115 |
Closing Thoughts
The Defense & War, Shipbuilding Equipment and Shipbuilding episodes all run to 2025-02-12. The next session will show whether the overlap holds, including Hanwha Ocean at 8.95%.
Several of the day’s moves followed company news, such as Kisan Telecom’s earnings and Hyundai HYMS’s record results. The other open question is whether Ukraine Reconstruction extends its streak of 4.