Mar 11: 8 Strong Themes — 5G, Telecom Equipment
8 strong themes — 5 running · 3 recurred. Top: 5G +28.8%.
Strong themes8
Top change+28.8%
LeaderEluon
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| 5G | Eluon | +30.00% | |
| Telecom Equipment | Solid | +29.97% | |
| Semiconductor Equipment | The Codi | +29.96% | |
| Semiconductor Materials & Components | MKElectron | +25.63% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Sensorview | +24.51% | |
| SpaceX | Sensorview | +24.51% | |
| Holding Companies | Woory Industrial Holdings | +6.04% | |
| Nuclear | Bosung Power Technology | +12.26% |
5G led the 2026-03-11 session with an average change of 28.83%. All 9 of its stocks rose, with Eluon up 30.0%.
Telecom Equipment followed with an average change of 26.69%, led by Solid at 29.97%. A Korean headline pointed to a coming big cycle and a wave of upper-limit closes.
Semiconductor Equipment and Semiconductor Materials & Components averaged 12.53% and 11.18%, both on a 2-day streak. MKElectron led materials at 25.63%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | 5G | 2 days running | +28.8% | 9/9 | Eluon |
| 2 | Telecom Equipment | 2 days running | +26.7% | 9/9 | Solid |
| 3 | Semiconductor Equipment | 2 days running | +12.5% | 9/9 | The Codi |
| 4 | Semiconductor Materials & Components | 2 days running | +11.2% | 9/9 | MKElectron |
| 5 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 6 days | +11.0% | 10/10 | Sensorview |
| 6 | SpaceX | recurred after 6 days | +10.3% | 10/10 | Sensorview |
| 7 | Holding Companies | recurred after 16 days | +7.7% | 10/10 | Woory Industrial Holdings |
| 8 | Nuclear | 2 days running | +7.5% | 9/9 | Bosung Power Technology |
Theme by Theme
1. 5G (2 days running)
- Episode: started 2026-03-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Eluon 065440 | +30.0% | 1,690 | ★ |
Solid 050890 | +30.0% | 11,710 | |
HFR 230240 | +30.0% | 21,250 | |
TAIHAN Fiberoptics 010170 | +29.9% | 7,160 | |
Inno Instrument 215790 | +29.9% | 417 | |
Kisan Telecom 035460 | +29.9% | 2,630 | |
KMW 032500 | +29.8% | 24,700 | |
Zaram Technology 389020 | +25.5% | 58,300 | |
Sensorview 321370 | +24.5% | 3,505 |
2. Telecom Equipment (2 days running)
- Episode: started 2026-03-10, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Solid 050890 | +30.0% | 11,710 | ★ |
HFR 230240 | +30.0% | 21,250 | |
Inno Instrument 215790 | +29.9% | 417 | |
Kisan Telecom 035460 | +29.9% | 2,630 | |
KMW 032500 | +29.8% | 24,700 | |
Zaram Technology 389020 | +25.5% | 58,300 | |
Sensorview 321370 | +24.5% | 3,505 | |
OE Solutions 138080 | +20.7% | 30,650 | |
RFHIC 218410 | +19.9% | 89,600 |
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3. Semiconductor Equipment (2 days running)
- Episode: started 2026-03-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
The Codi 224060 | +30.0% | 4,815 | ★ |
Tfe 425420 | +16.9% | 59,500 | |
Gigalane 049080 | +14.2% | 524 | |
Dawon Nexview 323350 | +13.1% | 15,000 | |
Shinsung E&g 011930 | +11.9% | 2,435 | |
Koses 089890 | +8.5% | 25,650 | |
JNB 452160 | +6.5% | 5,740 | |
Green Optics 0015G0 | +5.9% | 40,400 | |
Intekplus 064290 | +5.9% | 15,160 |
4. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-03-10, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
MKElectron 033160 | +25.6% | 12,890 | ★ |
Duksanhimetal 077360 | +16.3% | 13,870 | |
HVM 295310 | +14.5% | 108,800 | |
Welkeeps Hitech 043590 | +10.1% | 664 | |
Synopex 025320 | +9.6% | 6,380 | |
OKins Electronics 080580 | +7.5% | 19,330 | |
Ji-tech 417500 | +7.0% | 4,910 | |
Kukjeon 307750 | +5.2% | 4,170 | |
KnJ 272110 | +4.9% | 34,400 |
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5. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 6 days)
- Episode: started 2026-03-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sensorview 321370 | +24.5% | 3,505 | ★ |
Duksanhimetal 077360 | +16.3% | 13,870 | |
HVM 295310 | +14.5% | 108,800 | |
SeAH Besteel Holdings 001430 | +12.6% | 69,700 | |
Fiberpro 368770 | +9.4% | 16,550 | |
Kencoa Aerospace 274090 | +7.8% | 22,700 | |
Genohco 361390 | +6.7% | 28,600 | |
Asia Pacific Satellite lnc 211270 | +6.1% | 17,500 | |
Nara Space Technology 478340 | +6.1% | 42,700 | |
Green Optics 0015G0 | +5.9% | 40,400 |
6. SpaceX (recurred after 6 days)
- Episode: started 2026-03-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sensorview 321370 | +24.5% | 3,505 | ★ |
Aju IB Investment 027360 | +19.3% | 6,130 | |
HVM 295310 | +14.5% | 108,800 | |
SeAH Besteel Holdings 001430 | +12.6% | 69,700 | |
Mirae Asset Securities 006800 | +10.5% | 71,400 | |
Kencoa Aerospace 274090 | +7.8% | 22,700 | |
Yjlink 209640 | +6.0% | 3,965 | |
Mirae Asset Venture Investment 100790 | +3.9% | 22,750 | |
NanoTIM 417010 | +3.5% | 10,750 | |
INNOX Advanced Materials 272290 | +0.7% | 34,150 |
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7. Holding Companies (recurred after 16 days)
- Episode: started 2026-03-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ubiquoss Holdings 078070 | +14.3% | 12,610 | |
SeAH Besteel Holdings 001430 | +12.6% | 69,700 | |
Soulbrain Holdings 036830 | +8.7% | 62,400 | |
Daewoong 003090 | +7.2% | 24,700 | |
HDC Holdings 012630 | +6.8% | 25,300 | |
Woory Industrial Holdings 072470 | +6.0% | 4,215 | ★ |
Vitzro Tech 042370 | +5.8% | 10,460 | |
Dongkuk Holdings 001230 | +5.6% | 9,950 | |
Huons Global 084110 | +5.6% | 73,600 | |
Seoyon 007860 | +4.8% | 10,080 |
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8. Nuclear (2 days running)
- Episode: started 2026-03-10, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Bosung Power Technology 006910 | +12.3% | 11,540 | ★ |
Woori Technology, Incorporation 032820 | +9.9% | 22,700 | |
Dt&C 187220 | +9.5% | 2,755 | |
GS Engineering & Construction 006360 | +7.5% | 21,350 | |
Sammi Metal Products 012210 | +6.4% | 17,550 | |
Hantech 098070 | +6.2% | 37,700 | |
Orbitech 046120 | +5.4% | 6,280 | |
Kwang Myung Electric 017040 | +5.1% | 1,387 | |
Daewoo Engineering & Construction 047040 | +5.1% | 9,950 |
Closing Thoughts
Space & Aerospace (Nuri Rocket, Satellites) and SpaceX returned after a 6-day gap, averaging 11.0% and 10.34%. A headline tied Aju IB Investment’s gain to SpaceX’s Nasdaq listing push.
Holding Companies returned after a 16-day gap with an average change of 7.73%. A headline tied the move to talk of treasury share cancellations. Nuclear also held a 2-day streak.