Sep 29: 8 Strong Themes — Cybersecurity, Cloud Computing
8 strong themes — 8 recurred. Top: Cybersecurity +11.6%.
Strong themes8
Top change+11.6%
LeaderPiolink
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 |
|---|---|---|---|
| Cybersecurity | Piolink | +30.00% | |
| Cloud Computing | Piolink | +30.00% | |
| Gene Therapy & Genomics | ToolGen | +29.99% | |
| Semiconductor Materials & Components | OKins Electronics | +14.70% | |
| Robotics (Industrial & Collaborative) | KNR Systems | +21.17% | |
| AI & Robotics | Datasolution | +6.69% | |
| Battery | Daejin Advanced Materials | +15.68% | |
| Dunamu | Woori Technology Investment | +20.40% |
Eight themes ran strong on Sep 29, and every listed stock in each one closed higher. Cybersecurity led with an average change of 11.56%, with all 9 of its stocks up.
Piolink rose 30.0% and led both Cybersecurity and Cloud Computing. Cloud Computing had an average change of 8.88%, with all 10 stocks higher, including NAVER at 7.02%.
ToolGen gained 29.99% to lead Gene Therapy & Genomics, which had an average change of 8.62%. Every theme had run strong before, after gaps of 4 to 80 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Cybersecurity | recurred after 6 days | +11.6% | 9/9 | Piolink |
| 2 | Cloud Computing | recurred after 19 days | +8.9% | 10/10 | Piolink |
| 3 | Gene Therapy & Genomics | recurred after 17 days | +8.6% | 10/10 | ToolGen |
| 4 | Semiconductor Materials & Components | recurred after 5 days | +8.0% | 10/10 | OKins Electronics |
| 5 | Robotics (Industrial & Collaborative) | recurred after 4 days | +7.7% | 10/10 | KNR Systems |
| 6 | AI & Robotics | recurred after 4 days | +7.4% | 9/9 | Datasolution |
| 7 | Battery | recurred after 4 days | +7.3% | 10/10 | Daejin Advanced Materials |
| 8 | Dunamu | recurred after 80 days | +7.2% | 9/9 | Woori Technology Investment |
Theme by Theme
1. Cybersecurity (recurred after 6 days)
- Episode: started 2025-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Piolink 170790 | +30.0% | 11,180 | ★ |
Softcamp 258790 | +12.5% | 1,531 | |
T Scientific 057680 | +11.5% | 1,271 | |
Genians 263860 | +10.2% | 26,900 | |
Hunesion 290270 | +9.3% | 4,300 | |
Monitorapp 434480 | +9.1% | 4,725 | |
CyberOne 356890 | +7.9% | 4,425 | |
Openbase 049480 | +6.9% | 2,635 | |
Aton 158430 | +6.6% | 8,390 |
2. Cloud Computing (recurred after 19 days)
- Episode: started 2025-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Piolink 170790 | +30.0% | 11,180 | ★ |
Hunesion 290270 | +9.3% | 4,300 | |
Itcenentec 010280 | +8.3% | 1,093 | |
NAVER 035420 | +7.0% | 274,500 | |
Openbase 049480 | +6.9% | 2,635 | |
SPSoft 443670 | +5.9% | 6,440 | |
Saltware 328380 | +5.8% | 1,035 | |
Kinx 093320 | +5.5% | 96,000 | |
SGA Solutions 184230 | +5.4% | 780 | |
Polaris AI Handy 220180 | +4.6% | 2,715 |
3. Gene Therapy & Genomics (recurred after 17 days)
- Episode: started 2025-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ToolGen 199800 | +30.0% | 48,550 | ★ |
AbClon 174900 | +13.9% | 17,880 | |
Genexine 095700 | +12.2% | 5,710 | |
Gencurix 229000 | +7.4% | 1,650 | |
Helixmith 084990 | +6.4% | 6,610 | |
Genome&Company 314130 | +4.6% | 2,720 | |
IMBdx 461030 | +3.8% | 10,280 | |
TiumBio 321550 | +3.0% | 5,500 | |
Geninus 389030 | +2.7% | 2,090 | |
Genesystem 363250 | +2.1% | 6,350 |
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4. Semiconductor Materials & Components (recurred after 5 days)
- Episode: started 2025-09-29, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +14.7% | 10,220 | ★ |
Hanyang Digitech 078350 | +12.8% | 16,900 | |
Haesung DS 195870 | +8.7% | 30,750 | |
Micro Contact Solution 098120 | +8.5% | 23,050 | |
BCnC 146320 | +7.5% | 14,890 | |
Tokai Carbon Korea 064760 | +6.0% | 166,400 | |
Mecaro 241770 | +5.8% | 20,800 | |
Protec Mems Technology 147760 | +5.5% | 2,890 | |
ENF Technology 102710 | +5.3% | 55,700 | |
Ycchem 112290 | +5.2% | 21,250 |
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5. Robotics (Industrial & Collaborative) (recurred after 4 days)
- Episode: started 2025-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KNR Systems 199430 | +21.2% | 14,880 | ★ |
T-Robotics 117730 | +8.4% | 12,340 | |
Hyundai Movex 319400 | +7.5% | 9,000 | |
Haisung Aero-Robotics 059270 | +7.2% | 7,160 | |
SP Systems 317830 | +6.4% | 9,360 | |
Zeus 079370 | +6.0% | 16,180 | |
Naurobotics 459510 | +5.3% | 22,800 | |
Firstec 010820 | +5.0% | 4,610 | |
Wonik Holdings 030530 | +5.0% | 14,500 | |
TXR Robotics 484810 | +4.8% | 16,180 |
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6. AI & Robotics (recurred after 4 days)
- Episode: started 2025-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Obzen 417860 | +9.1% | 14,300 | |
T-Robotics 117730 | +8.4% | 12,340 | |
Simplatform 444530 | +8.0% | 11,380 | |
Robotis 108490 | +7.6% | 156,100 | |
KAON Group 078890 | +7.0% | 4,275 | |
Openbase 049480 | +6.9% | 2,635 | |
Secern AI 340810 | +6.8% | 3,690 | |
Datasolution 263800 | +6.7% | 5,900 | ★ |
S2W 488280 | +6.5% | 33,850 |
7. Battery (recurred after 4 days)
- Episode: started 2025-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daejin Advanced Materials 393970 | +15.7% | 7,010 | ★ |
Intekplus 064290 | +12.5% | 18,370 | |
Philoptics 161580 | +7.9% | 37,550 | |
HBL 452190 | +6.7% | 5,080 | |
NanoTIM 417010 | +6.7% | 4,945 | |
Pie 452450 | +5.6% | 8,320 | |
S-chem 475660 | +5.1% | 8,010 | |
Pemtron 168360 | +4.4% | 21,350 | |
DSK 109740 | +4.1% | 8,120 | |
Temc CNS 241790 | +4.1% | 8,440 |
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8. Dunamu (recurred after 80 days)
- Episode: started 2025-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Technology Investment 041190 | +20.4% | 12,160 | ★ |
Hanwha Investment&securities 003530 | +17.2% | 6,200 | |
Kolon 002020 | +8.0% | 43,200 | |
T.S.Investment 246690 | +7.0% | 1,453 | |
DSC Investment 241520 | +4.1% | 7,540 | |
Daesung Private Equity 027830 | +4.0% | 1,727 | |
Kakao 035720 | +1.7% | 60,300 | |
Atinum Investment 021080 | +1.5% | 2,665 | |
Neowiz 095660 | +0.4% | 25,600 |
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Closing Thoughts
Semiconductor Materials & Components is the only theme whose episode runs to 2025-10-02, a span of 4 days. OKins Electronics led it with a 14.7% gain.
The other seven themes had 1-day episodes, and each sat on a streak of 1. Dunamu came back after a gap of 80 days, led by Woori Technology Investment at 20.4%.