Sep 23: 8 Strong Themes — Cybersecurity, Inter-Korean Economic Cooperation
8 strong themes — 4 running · 4 recurred. Top: Cybersecurity +8.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Cybersecurity | S2W | +29.98% | - |
| Inter-Korean Economic Cooperation | Ilshin Stone | +11.65% | |
| System Semiconductors | I&C Technology | +9.89% | |
| ChatGPT & AI Chatbots | Polaris AI | +12.42% | |
| Nuclear | Woojin | +15.98% | |
| Shipbuilding Equipment | CP System | +13.13% | |
| Power Equipment | VitzroSys | +5.09% | |
| Semiconductor Majors (Fabrication) | SK hynix | +2.85% |
On Sep 23, Cybersecurity led the strong themes with an average change of 8.43%. All 9 of its stocks rose, and S2W led with a 29.98% gain. The theme extended a 4-day streak.
Inter-Korean Economic Cooperation followed with an average change of 6.14%, led by Ilshin Stone at 11.65%. System Semiconductors averaged 5.71% on a 3-day streak.
ChatGPT & AI Chatbots returned after an 11-day gap with an average change of 5.18%. Every stock listed in all eight themes closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Cybersecurity | 4 days running | +8.4% | 9/9 | S2W |
| 2 | Inter-Korean Economic Cooperation | 2 days running | +6.1% | 10/10 | Ilshin Stone |
| 3 | System Semiconductors | 3 days running | +5.7% | 10/10 | I&C Technology |
| 4 | ChatGPT & AI Chatbots | recurred after 11 days | +5.2% | 10/10 | Polaris AI |
| 5 | Nuclear | 3 days running | +4.8% | 10/10 | Woojin |
| 6 | Shipbuilding Equipment | recurred after 12 days | +3.2% | 10/10 | CP System |
| 7 | Power Equipment | recurred after 13 days | +2.5% | 10/10 | VitzroSys |
| 8 | Semiconductor Majors (Fabrication) | recurred after 4 days | +2.1% | 2/2 | SK hynix |
Theme by Theme
1. Cybersecurity (4 days running)
- Episode: started 2025-09-18, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
S2W 488280 | +30.0% | 29,700 | ★ |
Softcamp 258790 | +12.7% | 1,732 | |
CyberOne 356890 | +10.9% | 4,790 | |
Genians 263860 | +7.5% | 28,800 | |
Daou Data 032190 | +5.1% | 18,100 | |
S-1 012750 | +3.1% | 86,000 | |
ESTsoft 047560 | +2.5% | 22,400 | |
Hanssak 430690 | +2.4% | 6,860 | |
Axgate 356680 | +1.8% | 8,670 |
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2. Inter-Korean Economic Cooperation (2 days running)
- Episode: started 2025-09-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ilshin Stone 007110 | +11.7% | 2,205 | ★ |
Ananti 025980 | +8.4% | 9,850 | |
Jaeyoung Solutec 049630 | +8.2% | 892 | |
Codes Combine 047770 | +7.7% | 2,115 | |
Good People 033340 | +7.1% | 2,475 | |
Namkwang Engineering & Construction 001260 | +4.6% | 8,230 | |
In the F 014990 | +4.2% | 1,227 | |
GnCenergy 119850 | +3.3% | 31,250 | |
Chobi 001550 | +3.1% | 12,500 | |
J.estina 026040 | +3.1% | 4,155 |
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3. System Semiconductors (3 days running)
- Episode: started 2025-09-19, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Quality Reliability Technology 405100 | +15.8% | 19,150 | |
I&C Technology 052860 | +9.9% | 2,890 | ★ |
SFA Semicon 036540 | +5.6% | 4,230 | |
Techwing 089030 | +5.5% | 60,000 | |
Synic Solution 234030 | +5.0% | 10,320 | |
Mirai Semiconductors 254490 | +3.5% | 18,690 | |
Fadu 440110 | +3.1% | 24,950 | |
HANMI Semiconductor 042700 | +3.0% | 96,000 | |
SK hynix 000660 | +2.9% | 361,000 | |
Alt 172670 | +2.9% | 9,380 |
4. ChatGPT & AI Chatbots (recurred after 11 days)
- Episode: started 2025-09-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Maum.ai 377480 | +13.7% | 23,600 | |
Polaris AI 039980 | +12.4% | 2,715 | ★ |
Konan Technology Incorporation 402030 | +6.5% | 26,350 | |
Hancom 030520 | +4.0% | 27,250 | |
Selvas AI 108860 | +3.8% | 14,220 | |
SPSoft 443670 | +3.0% | 6,770 | |
WISEnut 096250 | +2.7% | 15,400 | |
ESTsoft 047560 | +2.5% | 22,400 | |
Samsung SDS 018260 | +1.6% | 167,200 | |
Datasolution 263800 | +1.5% | 5,330 |
5. Nuclear (3 days running)
- Episode: started 2025-09-19, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Woojin 105840 | +16.0% | 15,100 | ★ |
Woori Technology, Incorporation 032820 | +5.6% | 4,335 | |
Orbitech 046120 | +4.8% | 3,705 | |
Bhi 083650 | +4.2% | 48,200 | |
WOOJIN Ntec 457550 | +3.6% | 24,600 | |
G2Power 388050 | +3.5% | 8,900 | |
HanmiGlobal 053690 | +3.1% | 21,300 | |
Korea Electric Power 015760 | +2.8% | 36,900 | |
Enertork 019990 | +2.5% | 8,140 | |
Kwang Myung Electric 017040 | +2.3% | 1,209 |
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6. Shipbuilding Equipment (recurred after 12 days)
- Episode: started 2025-09-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CP System 413630 | +13.1% | 2,930 | ★ |
SK oceanplant 100090 | +6.3% | 26,300 | |
Bumhan Fuel Cell 382900 | +4.0% | 28,750 | |
BMTCo 086670 | +2.3% | 12,110 | |
Samyoung M-tek C0 054540 | +1.7% | 12,720 | |
S&SYS 0008Z0 | +1.3% | 42,600 | |
HD Hyundai Marine Solution 443060 | +1.2% | 206,000 | |
Hanwha Engine 082740 | +1.2% | 43,400 | |
Dongbang Ship Machinery 099410 | +0.8% | 5,390 | |
Cape Industries 064820 | +0.7% | 12,330 |
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7. Power Equipment (recurred after 13 days)
- Episode: started 2025-09-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
VitzroSys 054220 | +5.1% | 413 | ★ |
G2Power 388050 | +3.5% | 8,900 | |
GnCenergy 119850 | +3.3% | 31,250 | |
Korea Electric Power 015760 | +2.8% | 36,900 | |
Kwang Myung Electric 017040 | +2.3% | 1,209 | |
Cheryong Electric 033100 | +2.0% | 34,800 | |
Iljin Electric 103590 | +2.0% | 35,800 | |
Geumhwa PSC 036190 | +1.7% | 32,350 | |
HD Hyundai Electric 267260 | +1.5% | 594,000 | |
Doosan Enerbility 034020 | +1.1% | 63,100 |
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8. Semiconductor Majors (Fabrication) (recurred after 4 days)
- Episode: started 2025-09-23, day 1
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Closing Thoughts
Nuclear extended a 3-day streak with an average change of 4.84%, led by Woojin at 15.98%. The next sessions will show whether these streaks continue.
Shipbuilding Equipment and Power Equipment came back after gaps of 12 and 13 days. In Semiconductor Majors (Fabrication), SK hynix rose 2.85% and Samsung Electronics rose 1.44%.