May 28: 4 Strong Themes — 5G / Telecom Equipment, North Korea
4 strong themes — 3 recurred · 1 new. Top: 5G / Telecom Equipment +13.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| 5G / Telecom Equipment | KMW | +21.97% | |
| North Korea | Busan Industrial | +7.83% | |
| Hydrogen (Fuel Cells, Vehicles) | Shinhwapritech | +6.20% | |
| Machine Tools | Nexturn&rollkorea | +8.94% |
On 2019-05-28, four strong themes emerged, and every stock in each theme closed higher. 5G / Telecom Equipment led with an average change of 13.54%.
KMW topped that theme at 21.97%, while RFHIC rose 14.86% on volume of 5355846 shares. Headlines that day tied KMW’s jump to a strong second-quarter outlook.
North Korea followed with an average change of 8.46%, led in gains by Dong-Ah Geological Engineering Company at 16.37%. Hydrogen (Fuel Cells, Vehicles) averaged 7.76%, and the new theme Machine Tools averaged 6.45%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | 5G / Telecom Equipment | recurred after 13 days | +13.5% | 4/4 | KMW |
| 2 | North Korea | recurred after 11 days | +8.5% | 4/4 | Busan Industrial |
| 3 | Hydrogen (Fuel Cells, Vehicles) | recurred after 18 days | +7.8% | 3/3 | Shinhwapritech |
| 4 | Machine Tools | new | +6.5% | 3/3 | Nexturn&rollkorea |
Theme by Theme
1. 5G / Telecom Equipment (recurred after 13 days)
- Episode: started 2019-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KMW 032500 | +22.0% | 37,200 | ★ |
RFHIC 218410 | +14.9% | 26,392 | |
Piolink 170790 | +10.9% | 6,700 | |
Samji Electronics 037460 | +6.4% | 10,800 |
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- [상승! 돌파 GO ↑] 메타랩스, 동아화성, 케이엠더블유 GO vs STOP — 머니투데이 (Korean)
- [특징주] 케이엠더블유, 2분기 호실적 전망에 급등 — EBN (Korean)
2. North Korea (recurred after 11 days)
- Episode: started 2019-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dong-Ah Geological Engineering Company 028100 | +16.4% | 22,750 | |
Busan Industrial 011390 | +7.8% | 117,000 | ★ |
Dohwa Engineering 002150 | +6.0% | 9,470 | |
Cheryong Electric 033100 | +3.6% | 6,330 |
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- 북 지난달 대중 수출, 전년 동월비 93.2%↑…대북 제재에 품목 다변화 — 중앙일보 (Korean)
3. Hydrogen (Fuel Cells, Vehicles) (recurred after 18 days)
- Episode: started 2019-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Iljin Diamond 081000 | +9.8% | 28,137 | |
Unick 011320 | +7.3% | 7,200 | |
Shinhwapritech 095190 | +6.2% | 6,340 | ★ |
Related news
- 이엠코리아, 상승출발 후 현재는 10.39%↑… 긴 하락 구간에서 주가 급등 — 뉴스핌 (Korean)
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4. Machine Tools (new)
- Episode: started 2019-05-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nexturn&rollkorea 089140 | +8.9% | 19,382 | ★ |
SIMPACInc 009160 | +5.8% | 2,835 | |
Smec 099440 | +4.6% | 2,752 |
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Closing Thoughts
Three returning themes came back after gaps of 11 to 18 days, and each episode so far spans just 1 day. The first thing to track is whether 5G / Telecom Equipment extends its streak beyond 1.
Machine Tools is new, and Smec was named in news about possible US export curbs on Chinese machine tools. Whether that story carries into later sessions remains open.