As information leaks continue unabated, companies are being urged to strengthen their zero-trust measures. In light of government developments, a total of 20 companies, including mid- and large-cap systems integrators, trading houses and adjacent fields, are identified as the next companies to monitor.
The number of security-related information leaks exceeded 165 million as of mid-October 2026. On 15 October, the leak of approximately 22.51 million records from SOURCENEXT was disclosed, followed by approximately 1.26 million records from H2O ID on 19 October. The government held a meeting of relevant ministries and agencies on 8 October and emphasized the sense of urgency.
The incident involving GSS, the government-wide common platform operated by the Digital Agency, has received significant attention, prompting a review of the assumptions underlying zero trust. Strengthening measures covering identity management, post-intrusion monitoring and data protection has become unavoidable.
The stock market also reacted quickly. In early October, several security-related stocks hit their daily price limits, and stocks including Secure Veil surged for consecutive days from 16 to 19 October. The subsequent pullback in some stocks after their sharp gains and the unwinding of short squeezes are now matters of concern.
This article selects 20 companies to monitor next from three perspectives: mid- and large-cap systems integrators and trading houses whose share prices have not yet moved, stocks that formed pullbacks after the first wave, and adjacent fields including internal fraud, scam calls and access control. The article focuses on the next candidates, excluding the leading stocks that have already risen sharply.