Oct 10: 3 Strong Themes — Blockchain, Semiconductor Majors (Fabrication)
3 strong themes — 2 recurred · 1 new. Top: Blockchain +10.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Blockchain | Korea Computer & Systems | +7.24% | |
| Semiconductor Majors (Fabrication) | SK hynix | +7.00% | |
| Banks | KB Financial Group | +3.21% |
Blockchain led the Oct 10 session, with all 4 stocks rising for an average change of 10.67%. Dream Security posted the top move in the theme at 24.67%.
A same-day Korean news report linked the rally to blockchain security gear that leader Korea Computer & Systems supplies to Samsung Electronics. The leader rose 7.24%.
Semiconductor Majors (Fabrication) returned after a 277-day gap with an average change of 4.98%, led by SK hynix at 7.0%. Banks also came back after 12 days, averaging 3.39%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Blockchain | new | +10.7% | 4/4 | Korea Computer & Systems |
| 2 | Semiconductor Majors (Fabrication) | recurred after 277 days | +5.0% | 2/2 | SK hynix |
| 3 | Banks | recurred after 12 days | +3.4% | 3/4 | KB Financial Group |
Theme by Theme
1. Blockchain (new)
- Episode: started 2017-10-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dream Security 203650 | +24.7% | 1,809 | |
Korea Computer & Systems 115500 | +7.2% | 3,630 | ★ |
SGA Solutions 184230 | +5.7% | 9,530 | |
Daesung Private Equity 027830 | +5.1% | 2,011 |
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2. Semiconductor Majors (Fabrication) (recurred after 277 days)
- Episode: started 2017-10-10, day 1
3. Banks (recurred after 12 days)
- Episode: started 2017-10-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hana Financial Group 086790 | +4.5% | 49,500 | |
KB Financial Group 105560 | +3.2% | 57,900 | ★ |
Industrial Bank Of Korea 024110 | +2.4% | 14,750 | |
The Kwangju Bank 192530 | - | - |
Closing Thoughts
Blockchain is a one-day episode so far, and the next sessions will show whether its streak of 1 extends. Dream Security’s volume of 44229677 shares stood out within the theme.
In Banks, 3 of 4 stocks rose, and The Kwangju Bank had no price data for the day. The coming sessions will show whether the chip and bank themes appear again soon.