Mar 17: 8 Strong Themes — Beauty & Cosmetics, Defense & War
8 strong themes — 3 running · 5 recurred. Top: Beauty & Cosmetics +13.0%.
Strong themes8
Top change+13.0%
LeaderBL Pharmtech
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 |
|---|---|---|---|
| Beauty & Cosmetics | BL Pharmtech | +29.98% | |
| Defense & War | Hanwha Systems | +10.84% | |
| Semiconductor Equipment | Iste | +13.28% | |
| Battery | CK Solution | +25.07% | - |
| Semiconductor Materials & Components | DNFCo | +12.41% | |
| HBM (High Bandwidth Memory) | YC | +10.83% | |
| EV | Motivelink | +7.31% | |
| Political Ties (Ahn Cheol-soo) | Lithium-for-earth | +21.62% |
On 2025-03-17, Beauty & Cosmetics led the strong themes with an average change of 13.04%. All 9 of its stocks rose, with BL Pharmtech up 29.98% and Kolmar Holdings up 29.97%.
Defense & War came next with an average change of 7.94%. Hanwha Systems, the theme leader, rose 10.84%.
Semiconductor Equipment, Battery and Semiconductor Materials & Components were on a streak of 2. Every stock in these three themes closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Beauty & Cosmetics | recurred after 11 days | +13.0% | 9/9 | BL Pharmtech |
| 2 | Defense & War | recurred after 4 days | +7.9% | 9/9 | Hanwha Systems |
| 3 | Semiconductor Equipment | 2 days running | +7.7% | 10/10 | Iste |
| 4 | Battery | 2 days running | +7.3% | 10/10 | CK Solution |
| 5 | Semiconductor Materials & Components | 2 days running | +6.1% | 10/10 | DNFCo |
| 6 | HBM (High Bandwidth Memory) | recurred after 12 days | +5.5% | 10/10 | YC |
| 7 | EV | recurred after 12 days | +5.4% | 10/10 | Motivelink |
| 8 | Political Ties (Ahn Cheol-soo) | recurred after 74 days | +5.2% | 8/8 | Lithium-for-earth |
Theme by Theme
1. Beauty & Cosmetics (recurred after 11 days)
- Episode: started 2025-03-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BL Pharmtech 065170 | +30.0% | 1,977 | ★ |
Kolmar Holdings 024720 | +30.0% | 9,280 | |
SMCG 460870 | +19.6% | 4,670 | |
InkredibleBuzz 064090 | +11.3% | 2,965 | |
KolmarBNH 200130 | +8.0% | 13,590 | |
Neopharm 092730 | +7.6% | 12,690 | |
Naturecell 007390 | +3.7% | 16,360 | |
Coway 021240 | +3.7% | 86,600 | |
Englewood Lab 950140 | +3.4% | 8,130 |
2. Defense & War (recurred after 4 days)
- Episode: started 2025-03-17, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Aerospace Industries 047810 | +10.8% | 95,000 | |
Hanwha Systems 272210 | +10.8% | 38,850 | ★ |
MNC Solution 484870 | +9.0% | 86,100 | |
Duksanhimetal 077360 | +7.7% | 4,500 | |
Hyundai-Rotem 064350 | +7.3% | 109,000 | |
HanilForgingIndustrial 024740 | +7.1% | 2,495 | |
Hanwha Aerospace 012450 | +6.8% | 753,000 | |
WaveElectronics 095270 | +6.3% | 4,610 | |
i3system 214430 | +5.6% | 60,200 |
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3. Semiconductor Equipment (2 days running)
- Episode: started 2025-03-14, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Iste 212710 | +13.3% | 13,900 | ★ |
Jusung Engineering 036930 | +12.0% | 37,900 | |
YC 232140 | +10.8% | 11,460 | |
Techwing 089030 | +8.0% | 38,450 | |
Di 003160 | +7.3% | 14,020 | |
Apact 200470 | +6.0% | 2,720 | |
EO Technics 039030 | +5.7% | 143,100 | |
RS Automation 140670 | +5.1% | 17,780 | |
Wot 396470 | +4.6% | 9,350 | |
Fine Semitech 036810 | +4.4% | 22,350 |
4. Battery (2 days running)
- Episode: started 2025-03-14, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
CK Solution 480370 | +25.1% | 18,760 | ★ |
Youlchon Chemical 008730 | +8.5% | 28,150 | |
DSK 109740 | +6.3% | 4,415 | |
Enplus 074610 | +6.2% | 825 | |
Finetek 131760 | +5.8% | 1,074 | |
Naintech 267320 | +5.1% | 3,275 | |
Daesung Hi-Tech 129920 | +5.1% | 3,920 | |
Hansol Chemical 014680 | +4.5% | 143,700 | |
Duksan Techopia 317330 | +4.0% | 26,250 | |
HBL 452190 | +2.9% | 7,360 |
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5. Semiconductor Materials & Components (2 days running)
- Episode: started 2025-03-14, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
DNFCo 092070 | +12.4% | 11,500 | ★ |
Unitrontech 142210 | +7.7% | 6,130 | |
Duksanhimetal 077360 | +7.7% | 4,500 | |
Temc 425040 | +6.8% | 8,000 | |
Protec Mems Technology 147760 | +5.0% | 2,860 | |
Nepes 033640 | +4.8% | 7,600 | |
Fine Semitech 036810 | +4.4% | 22,350 | |
Hana Materials 166090 | +4.3% | 36,650 | |
Tiger Elec 219130 | +4.2% | 13,450 | |
Mecaro 241770 | +4.0% | 10,340 |
6. HBM (High Bandwidth Memory) (recurred after 12 days)
- Episode: started 2025-03-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
YC 232140 | +10.8% | 11,460 | ★ |
Techwing 089030 | +8.0% | 38,450 | |
Di 003160 | +7.3% | 14,020 | |
EO Technics 039030 | +5.7% | 143,100 | |
Samsung Electronics 005930 | +5.3% | 57,600 | |
Wot 396470 | +4.6% | 9,350 | |
PSK Holdings 031980 | +3.7% | 41,700 | |
Openedges Technology 394280 | +3.5% | 14,590 | |
Mirai Semiconductors 254490 | +3.0% | 12,620 | |
Kctech 281820 | +2.9% | 38,600 |
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7. EV (recurred after 12 days)
- Episode: started 2025-03-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kostecsys 355150 | +10.8% | 7,660 | |
Motivelink 463480 | +7.3% | 12,030 | ★ |
HanilForgingIndustrial 024740 | +7.1% | 2,495 | |
Neooto 212560 | +6.9% | 8,820 | |
LS Materials 417200 | +5.8% | 12,610 | |
Edge Foundry 105550 | +4.9% | 4,620 | |
Korea Electric Terminal 025540 | +3.0% | 72,600 | |
HBL 452190 | +2.9% | 7,360 | |
SNT Motiv 064960 | +2.8% | 25,550 | |
Alphachips 117670 | +2.5% | 1,189 |
8. Political Ties (Ahn Cheol-soo) (recurred after 74 days)
- Episode: started 2025-03-17, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lithium-for-earth 073570 | +21.6% | 1,007 | ★ |
Ahnlab 053800 | +6.9% | 78,600 | |
Sunny Electronics 004770 | +5.8% | 2,300 | |
Humax Holdings 028080 | +2.0% | 2,285 | |
KC Feed 025880 | +1.9% | 2,985 | |
Korea Information Engineering Services 039740 | +1.5% | 2,740 | |
Macrogen 038290 | +1.4% | 15,940 | |
Hanchang Paper 009460 | +0.1% | 701 |
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Closing Thoughts
HBM (High Bandwidth Memory) returned after a 12-day gap, with Samsung Electronics up 5.3%. EV also came back after 12 days, with an average change of 5.41%.
Political Ties (Ahn Cheol-soo) came back after a 74-day gap, led by Lithium-for-earth at 21.62%. The next question is whether these returning themes last beyond one session.