May 9: 6 Strong Themes — 5G / Telecom Equipment, Political Ties (Lee Jae-myung)
6 strong themes — 2 running · 4 recurred. Top: 5G / Telecom Equipment +12.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| 5G / Telecom Equipment | CS | +22.84% | |
| Political Ties (Lee Jae-myung) | Orientbio | +21.83% | |
| Defense & War | HanilForgingIndustrial | +20.72% | |
| Nuclear | Woojin | +14.45% | |
| Chicken (Poultry) | Harim | +5.28% | |
| Oil Refining | GS Holdings | +1.57% |
On 2022-05-09, all six strong themes closed with every listed stock higher. 5G / Telecom Equipment led with an average change of 12.56%, and all 5 of its stocks rose.
Political Ties (Lee Jae-myung) ran a 3-day streak with an average change of 9.69%, as Orientbio rose 21.83%. Defense & War came back after a 26-day gap, averaging 9.01%.
Nuclear posted an average change of 7.31%, led by Woojin at 14.45%. Chicken (Poultry) and Oil Refining trailed with averages of 2.8% and 1.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | 5G / Telecom Equipment | recurred after 5 days | +12.6% | 5/5 | CS |
| 2 | Political Ties (Lee Jae-myung) | 3 days running | +9.7% | 5/5 | Orientbio |
| 3 | Defense & War | recurred after 26 days | +9.0% | 4/4 | HanilForgingIndustrial |
| 4 | Nuclear | 2 days running | +7.3% | 4/4 | Woojin |
| 5 | Chicken (Poultry) | recurred after 14 days | +2.8% | 3/3 | Harim |
| 6 | Oil Refining | recurred after 5 days | +1.0% | 3/3 | GS Holdings |
Theme by Theme
1. 5G / Telecom Equipment (recurred after 5 days)
- Episode: started 2022-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CS 065770 | +22.8% | 6,674 | ★ |
Frtek 073540 | +14.2% | 4,350 | |
Wiable 065530 | +13.3% | 3,240 | |
Kisan Telecom 035460 | +8.0% | 5,650 | |
Eluon 065440 | +4.5% | 3,030 |
Related news
- [급등왕의 ‘급등맥 필살기’] 삼성 美 대규모 5G 통신장비 공급 수혜 관련주 — 머니투데이 (Korean)
- 尹 정부 5G 인프라 확충·삼성전자 미국 계약…겹호재에 통신 장비주 일제히 ‘급등’ — 매일경제 (Korean)
2. Political Ties (Lee Jae-myung) (3 days running)
- Episode: started 2022-05-04, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Orientbio 002630 | +21.8% | 2,020 | ★ |
Hyungji Elite 093240 | +12.3% | 2,077 | |
Total Soft Bank 045340 | +11.3% | 8,360 | |
Cas 016920 | +1.6% | 3,160 | |
Atec 045660 | +1.4% | 14,200 |
Related news
- 오리엔트바이오 주가 27%↑…이재명 “계양지구를 테크노밸리로 성공시킬 것” — 아주경제 (Korean)
- 이재명 출마에…오리엔트바이오 등 테마주 급등 — 국민일보 (Korean)
- [장중수급포착] 오리엔트바이오, 외국인/기관 동시 순매수… 주가 +23.64% — 뉴스핌 (Korean)
3. Defense & War (recurred after 26 days)
- Episode: started 2022-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HanilForgingIndustrial 024740 | +20.7% | 3,700 | ★ |
Firstec 010820 | +7.8% | 4,935 | |
Speco 013810 | +4.0% | 7,450 | |
Victek 065450 | +3.5% | 7,330 |
4. Nuclear (2 days running)
- Episode: started 2022-05-06, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Woojin 105840 | +14.4% | 15,050 | ★ |
T. K 023160 | +6.0% | 11,450 | |
Orbitech 046120 | +5.9% | 7,890 | |
Iljin Power 094820 | +2.9% | 23,400 |
Related news
- 우진, 원전 기대감에 5거래일 연속 주가↑ — 한국경제 (Korean)
- 우진 주가 20%↑…급상승 이유는? — 아주경제 (Korean)
5. Chicken (Poultry) (recurred after 14 days)
- Episode: started 2022-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Harim 136480 | +5.3% | 3,690 | ★ |
Maniker 027740 | +1.8% | 3,870 | |
Dongwoo Farm To Table 088910 | +1.3% | 3,550 |
Related news
- [특징주] 닭고기 가격 상승에 하림 급등 — 대한경제 (Korean)
- [ET라씨로] 닭고기 가격 상승에 하림 12% ↑ — 전자신문 (Korean)
- 닭고기 가격 인상 여파에 하림·마니커 주가 ‘급등’ — 한국경제 (Korean)
6. Oil Refining (recurred after 5 days)
- Episode: started 2022-05-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GS Holdings 078930 | +1.6% | 48,450 | ★ |
SK Innovation 096770 | +1.0% | 201,218 | |
S-Oil 010950 | +0.5% | 111,500 |
Related news
- 정제마진 초강세에… 정유사들 사상최대 분기 실적 ‘환호’ — 동아일보 (Korean)
- [김종효의 잠금해제] 이 종목, 없는게 리스크! 장기로 가는 정유 호황 S-Oil 상방 얼마나 남았나? — 머니투데이 (Korean)
- 정제마진 초강세…정유업계, 2분기도 실적 기대감 — 대한경제 (Korean)
Closing Thoughts
The 5G / Telecom Equipment rally came alongside news of Samsung’s US 5G equipment supply and government infrastructure plans. The next test is whether it lasts beyond a 1-day episode.
Nuclear is now in a 4-day episode, and Political Ties (Lee Jae-myung) is in a 6-day one. Chicken (Poultry) headlines cited chicken prices, and Oil Refining news cited strong refining margins.