Sep 10: 8 Strong Themes — Steel (Small & Mid Cap), Cybersecurity
8 strong themes — 3 running · 5 recurred. Top: Steel (Small & Mid Cap) +10.6%.
Strong themes8
Top change+10.6%
LeaderDongyang S·TEC
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 |
|---|---|---|---|
| Steel (Small & Mid Cap) | Dongyang S·TEC | +29.99% | |
| Cybersecurity | CyberOne | +18.60% | |
| Defense & War | HJ Shipbuilding & Construction | +21.47% | |
| Power Equipment | Hyosung Heavy Industries | +11.26% | |
| Holding Companies | Hanjin Heavy Ind. & Const. Holdings | +19.34% | |
| Robotics (Industrial & Collaborative) | Kornic Automation | +8.30% | |
| Semiconductor Equipment | Pemtron | +11.97% | |
| Cloud Computing | Bitplanet | +15.72% |
Eight themes rallied on 2025-09-10, with every listed stock in each closing higher. Steel (Small & Mid Cap) led at an average change of 10.61% on its second straight day.
Dongyang S·TEC topped the group with a 29.99% gain, followed by dhSteel at 22.89%. All 10 of the theme’s stocks finished up.
Cybersecurity returned after an 8-day gap with an average change of 9.13%. Leader CyberOne rose 18.6% as news linked security stocks to KT’s mass micropayment damage.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Steel (Small & Mid Cap) | 2 days running | +10.6% | 10/10 | Dongyang S·TEC |
| 2 | Cybersecurity | recurred after 8 days | +9.1% | 10/10 | CyberOne |
| 3 | Defense & War | recurred after 8 days | +8.2% | 8/8 | HJ Shipbuilding & Construction |
| 4 | Power Equipment | recurred after 16 days | +6.9% | 10/10 | Hyosung Heavy Industries |
| 5 | Holding Companies | 2 days running | +6.8% | 10/10 | Hanjin Heavy Ind. & Const. Holdings |
| 6 | Robotics (Industrial & Collaborative) | 2 days running | +6.6% | 9/9 | Kornic Automation |
| 7 | Semiconductor Equipment | recurred after 2 days | +6.2% | 10/10 | Pemtron |
| 8 | Cloud Computing | recurred after 247 days | +5.7% | 10/10 | Bitplanet |
Theme by Theme
1. Steel (Small & Mid Cap) (2 days running)
- Episode: started 2025-09-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongyang S·TEC 060380 | +30.0% | 1,855 | ★ |
dhSteel 021040 | +22.9% | 1,616 | |
Moonbae Steel 008420 | +13.0% | 2,615 | |
Keum Kang Steel 053260 | +10.8% | 4,915 | |
Histeel 071090 | +6.2% | 4,730 | |
Dae Dong Steel 048470 | +5.5% | 3,735 | |
Korea Steel 007280 | +5.5% | 1,614 | |
Bookook Steel 026940 | +4.7% | 2,540 | |
Samhyun Steel 017480 | +3.9% | 4,800 | |
Kyeong Nam Steel 039240 | +3.6% | 3,175 |
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2. Cybersecurity (recurred after 8 days)
- Episode: started 2025-09-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CyberOne 356890 | +18.6% | 3,825 | ★ |
Bitplanet 049470 | +15.7% | 3,680 | |
Hecto Innovation 214180 | +13.4% | 18,110 | |
Gabia 079940 | +10.3% | 29,400 | |
Kornic Automation 391710 | +8.3% | 2,935 | |
SGA Solutions 184230 | +5.9% | 738 | |
Aton 158430 | +5.6% | 7,940 | |
Sands Lab 411080 | +5.4% | 9,180 | |
Jiransecurity 208350 | +4.6% | 2,945 | |
Hanssak 430690 | +3.5% | 5,370 |
Related news
- 싸이버원, KT 집단 소액결제 피해…보안주 동반 강세 [특징주] — 파이낸셜뉴스 (Korean)
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3. Defense & War (recurred after 8 days)
- Episode: started 2025-09-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +21.5% | 33,100 | ★ |
RF Materials 327260 | +15.2% | 10,600 | |
WaveElectronics 095270 | +10.2% | 5,940 | |
Samhyun 437730 | +4.5% | 20,200 | |
STX Engine 077970 | +4.1% | 45,800 | |
Hanwha Systems 272210 | +3.7% | 53,600 | |
COTS Technology 448710 | +3.4% | 19,940 | |
Samyang Comtech 484590 | +3.0% | 19,380 |
4. Power Equipment (recurred after 16 days)
- Episode: started 2025-09-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyosung Heavy Industries 298040 | +11.3% | 1,393,000 | ★ |
GnCenergy 119850 | +10.3% | 34,750 | |
HD Hyundai Electric 267260 | +8.5% | 560,000 | |
Iljin Electric 103590 | +7.7% | 39,000 | |
Sanil Electric 062040 | +7.4% | 112,600 | |
Cheil Electric 199820 | +6.1% | 10,770 | |
LS ELECTRIC 010120 | +5.5% | 308,500 | |
Taihan Cable & Solution 001440 | +4.9% | 16,170 | |
Gaon Cable 000500 | +4.0% | 60,200 | |
SemyungElectricMachinery 017510 | +3.0% | 10,040 |
Related news
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5. Holding Companies (2 days running)
- Episode: started 2025-09-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanjin Heavy Ind. & Const. Holdings 003480 | +19.3% | 5,800 | ★ |
SK Square 402340 | +7.6% | 174,300 | |
KB Financial Group 105560 | +7.0% | 117,600 | |
Korea Investment Holdings 071050 | +6.2% | 150,200 | |
Doosan 000150 | +5.9% | 644,000 | |
DB 012030 | +4.7% | 1,680 | |
Hana Financial Group 086790 | +4.6% | 87,100 | |
Wonik Holdings 030530 | +4.5% | 11,790 | |
Woori Financial Group 316140 | +4.2% | 25,750 | |
SNT Holdings 036530 | +3.9% | 81,000 |
6. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2025-09-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyulim ROBOT 090710 | +11.8% | 2,995 | |
Hyundai Movex 319400 | +10.5% | 8,310 | |
Kornic Automation 391710 | +8.3% | 2,935 | ★ |
Doosan 000150 | +5.9% | 644,000 | |
Higen RNM 160190 | +5.7% | 39,950 | |
Oneul E&m 192410 | +4.6% | 1,539 | |
Wonik Holdings 030530 | +4.5% | 11,790 | |
Samhyun 437730 | +4.5% | 20,200 | |
KPF 024880 | +3.6% | 5,690 |
7. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2025-09-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pemtron 168360 | +12.0% | 15,340 | ★ |
Wonik IPS 240810 | +9.2% | 44,900 | |
Dit 110990 | +8.7% | 13,410 | |
HanaMicron 067310 | +7.2% | 16,900 | |
Tes 095610 | +4.7% | 32,450 | |
Wonik Holdings 030530 | +4.5% | 11,790 | |
PSK 319660 | +4.4% | 25,850 | |
Tfe 425420 | +4.3% | 45,850 | |
HANMI Semiconductor 042700 | +3.9% | 87,300 | |
Tokai Carbon Korea 064760 | +3.5% | 116,100 |
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8. Cloud Computing (recurred after 247 days)
- Episode: started 2025-09-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bitplanet 049470 | +15.7% | 3,680 | ★ |
Gabia 079940 | +10.3% | 29,400 | |
SGA Solutions 184230 | +5.9% | 738 | |
Exem 205100 | +4.8% | 2,195 | |
DB 012030 | +4.7% | 1,680 | |
Kinx 093320 | +4.2% | 90,800 | |
Ksign 192250 | +3.3% | 12,400 | |
SPSoft 443670 | +2.9% | 6,360 | |
Daou Technology 023590 | +2.9% | 37,450 | |
Hunesion 290270 | +2.7% | 3,830 |
Related news
- KT 소액결제 피해에 보안주 동반 상승…SGA 23%↑ — 머니투데이 (Korean)
Closing Thoughts
Three themes are on two-day streaks: Steel (Small & Mid Cap), Holding Companies and Robotics (Industrial & Collaborative). Whether those runs extend past Sep 10 is the next data point.
Cloud Computing reappeared after a 247-day gap, overlapping with Cybersecurity via Bitplanet and Gabia. How long it lasts beside the KT-linked security rally is the open question.