Oct 23: 4 Strong Themes — Political Ties (Oh Se-hoon), Space & Aerospace (Nuri Rocket, Satellites)

October 23, 2026 · #Political Ties (Oh Se-hoon) #Space & Aerospace (Nuri Rocket, Satellites) #Defense & War #Cybersecurity

4 strong themes — 2 running · 2 recurred. Top: Political Ties (Oh Se-hoon) +16.9%.

Strong themes4 Top change+16.9% LeaderChinyang Poly Urethane

Average change by strong theme

Average change of member stocks, by theme · descending
Political Ties (Oh Se-hoon)
+16.9%
Space & Aerospace (Nuri Rocket, Satellites)
+9.6%
Defense & War
+7.2%
Cybersecurity
+2.6%

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
Political Ties (Oh Se-hoon)Chinyang Poly Urethane+27.40%
Space & Aerospace (Nuri Rocket, Satellites)Contec+29.87%
Defense & WarSpeco+29.98%
CybersecurityMonitorapp+13.07%

On 2026-10-23, every stock in all four strong themes closed higher. Political Ties (Oh Se-hoon) led with an average change of 16.87%, returning after a 36-day gap.

Chinyang Chemical rose 29.81% and Chin Yang Industry 29.79% within that theme. Space & Aerospace (Nuri Rocket, Satellites) averaged 9.59%, led by Contec at 29.87%.

Defense & War extended its streak to 3 days with an average change of 7.18%. Leader Speco gained 29.98%, and all 10 stocks in the theme rose.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Political Ties (Oh Se-hoon)recurred after 36 days+16.9%6/6Chinyang Poly Urethane
2Space & Aerospace (Nuri Rocket, Satellites)recurred after 2 days+9.6%6/6Contec
3Defense & War3 days running+7.2%10/10Speco
4Cybersecurity2 days running+2.6%10/10Monitorapp

Theme by Theme

1. Political Ties (Oh Se-hoon) (recurred after 36 days)

StockChangeCloseLeader
Chinyang Chemical 051630+29.8%2,360
Chin Yang Industry 003780+29.8%5,490
Chinyang Poly Urethane 010640+27.4%2,650★
Nuriplan 069140+8.3%1,781
Chinyang Holdings 100250+3.6%3,130
Chinhung International 002780+2.3%6,140

2. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 2 days)

StockChangeCloseLeader
Contec 451760+29.9%8,130★
Asia Pacific Satellite lnc 211270+18.7%8,310
LK Samyang 225190+5.7%4,395
Kencoa Aerospace 274090+1.4%10,220
Duksanhimetal 077360+1.1%11,200
Vitzro Nextech 488900+0.8%8,410

3. Defense & War (3 days running)

StockChangeCloseLeader
Speco 013810+30.0%2,055★
Catis 140430+11.2%2,390
Formetal 119500+9.6%2,520
RF Systems 474610+8.1%7,840
TAIHAN Fiberoptics 010170+4.0%13,880
Samhyun 437730+2.5%44,300
HanilForgingIndustrial 024740+2.0%2,340
Victek 065450+1.6%3,810
Shinhwapritech 095190+1.4%1,839
Wavice 289930+1.4%7,130

Related news

4. Cybersecurity (2 days running)

StockChangeCloseLeader
Monitorapp 434480+13.1%2,985★
Gabia 079940+4.4%40,700
Ksign 192250+2.9%8,140
Jiransecurity 208350+1.9%2,760
Innotena 333050+1.4%5,720
Aton 158430+0.9%5,000
Nanocms 247660+0.7%4,280
NanoSilikhan Advanced Materials 286750+0.5%2,830
Sands Lab 411080+0.3%6,090
SSR 275630+0.2%3,105

Closing Thoughts

Cybersecurity is on a 2-day streak, averaging 2.62% with Monitorapp up 13.07%. Whether Defense & War stretches beyond 3 days is the next test.

Both Political Ties (Oh Se-hoon) and Space & Aerospace (Nuri Rocket, Satellites) began 1-day episodes on Oct 23. The next session will show whether either theme carries on.