Oct 23: 8 Strong Themes — Quantum Cryptography & Computing, Power Equipment

October 23, 2025 · #Quantum Cryptography & Computing #Power Equipment #Energy Storage (ESS) #Hydrogen (Fuel Cells, Vehicles) #Solar #Ukraine Reconstruction #Wind #Construction Equipment

8 strong themes — 1 running · 7 recurred. Top: Quantum Cryptography & Computing +9.5%.

Strong themes8 Top change+9.5% LeaderAxgate

Average change by strong theme

Average change of member stocks, by theme · descending
Quantum Cryptography & Computing
+9.5%
Power Equipment
+9.2%
Energy Storage (ESS)
+8.1%
Hydrogen (Fuel Cells, Vehicles)
+6.3%
Solar
+5.9%
Ukraine Reconstruction
+5.2%
Wind
+4.8%
Construction Equipment
+2.9%

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
Quantum Cryptography & ComputingAxgate+24.30%
Power EquipmentKwang Myung Electric+19.23%
Energy Storage (ESS)KEM Tech+29.99%
Hydrogen (Fuel Cells, Vehicles)Shindo Eng. Lab+15.40%
SolarKwang Myung Electric+19.23%
Ukraine ReconstructionPosco International+9.52%
WindCS Bearing+12.08%
Construction EquipmentHD Construction Equipment+10.48%

All eight strong themes on 2025-10-23 closed with every member stock higher. Quantum Cryptography & Computing led with an average change of 9.47%, its second consecutive day on the list.

Axgate topped that theme with a 24.3% gain. Power Equipment came next at an average change of 9.15%, led by Kwang Myung Electric at 19.23%.

The largest single move was KEM Tech at 29.99%, leading Energy Storage (ESS). LS ELECTRIC rose 14.87% and appeared in four of the eight themes.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Quantum Cryptography & Computing2 days running+9.5%9/9Axgate
2Power Equipmentrecurred after 9 days+9.2%10/10Kwang Myung Electric
3Energy Storage (ESS)recurred after 3 days+8.1%10/10KEM Tech
4Hydrogen (Fuel Cells, Vehicles)recurred after 9 days+6.3%10/10Shindo Eng. Lab
5Solarrecurred after 35 days+5.9%9/9Kwang Myung Electric
6Ukraine Reconstructionrecurred after 6 days+5.2%10/10Posco International
7Windrecurred after 29 days+4.8%9/9CS Bearing
8Construction Equipmentrecurred after 35 days+2.9%10/10HD Construction Equipment

Theme by Theme

1. Quantum Cryptography & Computing (2 days running)

StockChangeCloseLeader
Axgate 356680+24.3%10,230★
Satoshi Holdings 223310+14.2%3,185
Ranix 317120+13.6%2,960
Korea Advanced Materials 062970+10.7%3,770
Korea Computer & Systems 115500+10.2%12,330
Ictk 456010+4.5%15,970
Dream Security 203650+3.1%3,500
Coweaver 056360+2.4%5,970
Photon 208710+2.3%2,895

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2. Power Equipment (recurred after 9 days)

StockChangeCloseLeader
Kwang Myung Electric 017040+19.2%1,736★
LS ELECTRIC 010120+14.9%367,000
SemyungElectricMachinery 017510+14.0%11,260
HD Hyundai Electric 267260+8.8%746,000
Sanil Electric 062040+7.6%136,600
Hyosung Heavy Industries 298040+7.5%1,851,000
LS Marine Solution 060370+6.1%25,050
Cheil Electric 199820+5.7%11,160
GnCenergy 119850+4.4%37,800
Cheryong Electric 033100+3.3%37,100

3. Energy Storage (ESS) (recurred after 3 days)

StockChangeCloseLeader
KEM Tech 106080+30.0%1,777★
LS ELECTRIC 010120+14.9%367,000
HD Hyundai Electric 267260+8.8%746,000
Hyosung Heavy Industries 298040+7.5%1,851,000
HD Hyundai Energy Solutions 322000+6.8%53,500
Vina Tech 126340+4.5%49,750
Wonik Pne 217820+2.4%3,780
Posco DX Company 022100+2.1%26,250
Gridwiz 453450+2.1%18,190
Samwha Capacitor 001820+1.3%34,000

4. Hydrogen (Fuel Cells, Vehicles) (recurred after 9 days)

StockChangeCloseLeader
Shindo Eng. Lab 290520+15.4%1,649★
LS ELECTRIC 010120+14.9%367,000
Hyosung Heavy Industries 298040+7.5%1,851,000
Bumhan Fuel Cell 382900+7.5%30,750
LTC 170920+5.2%18,810
Vina Tech 126340+4.5%49,750
Jinsung T.e.c 036890+3.0%13,660
Hyundai-Rotem 064350+3.0%241,500
Pungguk Ethanol 023900+0.9%9,130
DY 013570+0.7%4,385

5. Solar (recurred after 35 days)

StockChangeCloseLeader
Kwang Myung Electric 017040+19.2%1,736★
LS ELECTRIC 010120+14.9%367,000
HD Hyundai Energy Solutions 322000+6.8%53,500
UniTest 086390+2.9%17,590
Dae Myoung Energy 389260+2.8%21,700
Gridwiz 453450+2.1%18,190
Wonik IPS 240810+1.9%58,500
Makus 093520+1.9%27,300
Dohwa Engineering 002150+1.0%6,330

6. Ukraine Reconstruction (recurred after 6 days)

StockChangeCloseLeader
HD Construction Equipment 267270+10.5%114,900
Posco International 047050+9.5%59,800★
HD Hyundai Infracore 042670+5.7%16,990
Firstec 010820+5.4%4,945
Daeyang Electric 108380+5.3%28,850
Nousbo 332290+5.0%1,256
Itoxi 052770+3.5%528
Paratech 033540+2.7%1,222
Inno Instrument 215790+2.2%466
DASAN Networks 039560+2.1%3,170

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7. Wind (recurred after 29 days)

StockChangeCloseLeader
CS Bearing 297090+12.1%7,330★
Hyosung Heavy Industries 298040+7.5%1,851,000
Unison 018000+6.2%1,126
LS Marine Solution 060370+6.1%25,050
Dae Myoung Energy 389260+2.8%21,700
LS 006260+2.5%206,000
Hyosung 004800+2.3%107,800
Dongkuk Structures & Construction 100130+2.1%2,405
SeAH Steel 306200+1.7%130,200

8. Construction Equipment (recurred after 35 days)

StockChangeCloseLeader
HD Construction Equipment 267270+10.5%114,900★
HD Hyundai Infracore 042670+5.7%16,990
Daechang Forging 015230+4.7%6,960
Jinsung T.e.c 036890+3.0%13,660
Doosan Bobcat 241560+2.2%60,900
DY Power 210540+1.9%13,010
Junjin Construction & Robot 079900+0.6%48,100
Haein 003010+0.5%5,540
FreeMs 053160+0.2%8,170
Heungkuk Metaltech 010240+0.1%4,940

Closing Thoughts

Quantum Cryptography & Computing is the only theme on a streak, at 2 days. The other seven returned after gaps of 3 to 35 days, so the next session will show whether any of them repeat.

Posco International rose 9.52% to lead Ukraine Reconstruction. A Newspim headline reported foreign net buying in the stock for 9 days in a row.