Oct 21: 8 Strong Themes — Shipbuilding Equipment, Auto Parts

October 21, 2025 · #Shipbuilding Equipment #Auto Parts #Nuclear #Shipbuilding #Medical Devices #Inter-Korean Economic Cooperation #Defense & War #5G

8 strong themes — 5 running · 3 recurred. Top: Shipbuilding Equipment +16.8%.

Strong themes8 Top change+16.8% LeaderSamyoung M-tek C0

Average change by strong theme

Average change of member stocks, by theme · descending
Shipbuilding Equipment
+16.8%
Auto Parts
+10.3%
Nuclear
+7.5%
Shipbuilding
+6.8%
Medical Devices
+5.6%
Inter-Korean Economic Cooperation
+5.4%
Defense & War
+5.2%
5G
+4.1%

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 -
ThemeLeaderChangeTrend
Shipbuilding EquipmentSamyoung M-tek C0+23.06%
Auto PartsHyulim A-tech+29.89%
NuclearSamyoung M-tek C0+23.06%
ShipbuildingDongil Steelux+6.34%
Medical DevicesCurexo+6.76%
Inter-Korean Economic CooperationCodes Combine+14.29%
Defense & WarSamhyun+7.38%
5GPentastone Electronics+8.08%

Every theme in the Oct 21 report closed with all of its stocks higher. Shipbuilding Equipment led with an average change of 16.75%, and all 10 of its stocks rose.

CP System gained 29.89% within that theme, while its leader, Samyoung M-tek C0, rose 23.06%. Auto Parts came next at 10.26%, led by a 29.89% jump in Hyulim A-tech.

Nuclear came back after a gap of 6 days with an average change of 7.54%. Its leader, Samyoung M-tek C0, also led Shipbuilding Equipment.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Shipbuilding Equipment2 days running+16.8%10/10Samyoung M-tek C0
2Auto Parts2 days running+10.3%7/7Hyulim A-tech
3Nuclearrecurred after 6 days+7.5%10/10Samyoung M-tek C0
4Shipbuilding2 days running+6.8%8/8Dongil Steelux
5Medical Devicesrecurred after 43 days+5.6%10/10Curexo
6Inter-Korean Economic Cooperation2 days running+5.4%10/10Codes Combine
7Defense & War2 days running+5.2%10/10Samhyun
85Grecurred after 6 days+4.1%9/9Pentastone Electronics

Theme by Theme

1. Shipbuilding Equipment (2 days running)

StockChangeCloseLeader
CP System 413630+29.9%3,455
Cape Industries 064820+23.3%15,860
Samyoung M-tek C0 054540+23.1%18,090★
KS Industry 101000+18.7%1,130
Sejin Heavy Industries 075580+15.5%23,800
Oriental Precision & Engineering 014940+13.6%11,500
Dongbang Ship Machinery 099410+13.3%6,030
KSP 073010+10.3%6,320
Il Seung 333430+10.2%8,620
Hanla IMS 092460+9.5%15,800

2. Auto Parts (2 days running)

StockChangeCloseLeader
Hyulim A-tech 078590+29.9%817★
SJG Sejong 033530+17.2%8,790
Samhyun 437730+7.4%32,000
DYC 310870+4.8%1,318
SY Dong-a 041930+4.4%6,880
Inhwa Precision 101930+4.2%57,400
Hyundai Wia 011210+3.9%55,700

3. Nuclear (recurred after 6 days)

StockChangeCloseLeader
Samyoung M-tek C0 054540+23.1%18,090★
KEPCO Engineering & Construction Company 052690+10.2%106,000
Orbitech 046120+9.2%3,900
S&W 103230+8.4%4,880
WOOJIN Ntec 457550+5.2%24,400
Korea Electronic Power Industrial Development 130660+4.0%12,710
Sung Kwang Bend 014620+3.9%31,800
Korea Electric Power 015760+3.9%43,850
Woniltni 136150+3.8%21,700
HanmiGlobal 053690+3.6%21,550

4. Shipbuilding (2 days running)

StockChangeCloseLeader
HD Hyundai Mipo 010620+10.9%224,000
HD Hyundai Heavy Industries 329180+10.0%563,000
HJ Shipbuilding & Construction 097230+8.3%27,900
Dongil Steelux 023790+6.3%2,600★
Hanwha Ocean 042660+6.2%120,700
Samsung Heavy Industries 010140+4.9%23,700
Daehan Shipbuilding 439260+4.3%79,700
HD Korea Shipbuilding & Offshore Engineering 009540+3.5%438,500

Related news

5. Medical Devices (recurred after 43 days)

StockChangeCloseLeader
Hans Biomed 042520+16.7%27,200
HLB Life Science 067630+8.8%3,950
Curexo 060280+6.8%11,680★
WonIk 032940+6.6%8,200
Jetema 216080+3.8%6,050
Corentec 104540+3.2%5,420
QuantaMatrix 317690+2.6%4,305
JLK 322510+2.6%5,580
Asterasys 450950+2.5%15,000
Sugentech 253840+2.4%6,960

Related news

6. Inter-Korean Economic Cooperation (2 days running)

StockChangeCloseLeader
Codes Combine 047770+14.3%3,480★
Hyungji Elite 093240+8.3%1,592
Good People 033340+8.2%2,450
J.estina 026040+4.6%4,340
Shinwon 009270+4.3%1,836
Korea Electric Power 015760+3.9%43,850
Hyundai Engineering & Construction 000720+3.4%58,500
Yangjisa 030960+2.7%8,460
Nam Hwa Construction Company 091590+2.0%3,995
Heerim Architects & Planners 037440+2.0%4,385

7. Defense & War (2 days running)

StockChangeCloseLeader
HJ Shipbuilding & Construction 097230+8.3%27,900
Samhyun 437730+7.4%32,000★
Daeyang Electric 108380+6.2%27,350
Hanwha Ocean 042660+6.2%120,700
Catis 140430+5.4%2,250
Firstec 010820+4.3%4,800
Hyundai Wia 011210+3.9%55,700
HD Korea Shipbuilding & Offshore Engineering 009540+3.5%438,500
STX Engine 077970+3.2%38,200
Korea Aerospace Industries 047810+3.1%100,500

8. 5G (recurred after 6 days)

StockChangeCloseLeader
Pentastone Electronics 332570+8.1%6,290★
OE Solutions 138080+5.6%13,410
KMW 032500+5.2%13,590
HanWool Materials Science 091440+4.0%2,500
Woori-Net 115440+3.3%7,170
WaveElectronics 095270+3.0%5,450
Ace Technologies 088800+2.8%2,205
OptiCore 380540+2.8%1,877
HFR 230240+2.2%15,940

Closing Thoughts

Shipbuilding, Shipbuilding Equipment and Auto Parts are each on a streak of 2 days that began Oct 20. Whether those runs continue is the next signal in the data.

Medical Devices came back after a gap of 43 days with an average change of 5.6%. One news item linked the pre-market strength of its leader, Curexo, to possible robot regulation reform.