May 4: 8 Strong Themes — Power Equipment, Telecom Equipment
8 strong themes — 2 running · 6 recurred. Top: Power Equipment +25.1%.
Strong themes8
Top change+25.1%
LeaderKBI Metal
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 |
|---|---|---|---|
| Power Equipment | KBI Metal | +30.00% | |
| Telecom Equipment | HFR | +24.07% | |
| Electric Cables | KBI Metal | +30.00% | |
| Battery | Powernet Technologies | +29.84% | |
| Semiconductor Equipment | Auros Technology | +30.00% | |
| Auto Parts | KBI Metal | +30.00% | |
| System Semiconductors | Mirai Semiconductors | +25.27% | |
| Optical Communications | Seoul Viosys | +29.98% |
Power Equipment led the May 4 session with an average change of 25.09%, and all 10 of its stocks rose. KBI Metal topped the group with a 30.0% gain.
Electric Cables extended its streak to 3 days with an average change of 17.03%, and all 8 of its stocks rose. KBI Metal and LS Marine Solution were in both power-related themes.
In all eight strong themes, every stock closed higher. Telecom Equipment came back after a 20-day gap, with an average change of 17.36%, led by HFR at 24.07%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Power Equipment | 3 days running | +25.1% | 10/10 | KBI Metal |
| 2 | Telecom Equipment | recurred after 20 days | +17.4% | 10/10 | HFR |
| 3 | Electric Cables | 3 days running | +17.0% | 8/8 | KBI Metal |
| 4 | Battery | recurred after 5 days | +16.4% | 10/10 | Powernet Technologies |
| 5 | Semiconductor Equipment | recurred after 7 days | +15.5% | 10/10 | Auros Technology |
| 6 | Auto Parts | recurred after 18 days | +15.0% | 10/10 | KBI Metal |
| 7 | System Semiconductors | recurred after 7 days | +14.5% | 10/10 | Mirai Semiconductors |
| 8 | Optical Communications | recurred after 20 days | +13.5% | 10/10 | Seoul Viosys |
Theme by Theme
1. Power Equipment (3 days running)
- Episode: started 2026-04-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Metal 024840 | +30.0% | 6,630 | ★ |
Cheryong Electric 033100 | +30.0% | 91,500 | |
Seondo Electric 007610 | +29.9% | 10,980 | |
Seojeon Electric Machinery 189860 | +29.9% | 8,900 | |
LS Marine Solution 060370 | +29.9% | 49,550 | |
Sanil Electric 062040 | +25.4% | 333,500 | |
Cheil Electric 199820 | +19.9% | 20,700 | |
Gaon Cable 000500 | +19.5% | 288,500 | |
Bosung Power Technology 006910 | +18.8% | 14,350 | |
Iljin Electric 103590 | +17.6% | 144,100 |
2. Telecom Equipment (recurred after 20 days)
- Episode: started 2026-05-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Marine Solution 060370 | +29.9% | 49,550 | |
HFR 230240 | +24.1% | 36,600 | ★ |
Mercury 100590 | +19.5% | 7,410 | |
Fino 033790 | +18.8% | 16,130 | |
Sensorview 321370 | +17.7% | 3,565 | |
OE Solutions 138080 | +16.4% | 45,050 | |
RF Materials 327260 | +16.4% | 108,600 | |
Zaram Technology 389020 | +11.0% | 57,700 | |
Coweaver 056360 | +10.5% | 10,700 | |
Korea Advanced Materials 062970 | +9.4% | 2,965 |
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3. Electric Cables (3 days running)
- Episode: started 2026-04-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Metal 024840 | +30.0% | 6,630 | ★ |
LS Marine Solution 060370 | +29.9% | 49,550 | |
Gaon Cable 000500 | +19.5% | 288,500 | |
Iljin Electric 103590 | +17.6% | 144,100 | |
Dawon Cable 006340 | +15.3% | 17,350 | |
LS 006260 | +12.4% | 509,000 | |
Taihan Cable & Solution 001440 | +7.8% | 60,700 | |
LS Eco Energy 229640 | +3.8% | 90,400 |
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4. Battery (recurred after 5 days)
- Episode: started 2026-05-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Powernet Technologies 037030 | +29.8% | 7,440 | ★ |
Apro 262260 | +27.4% | 10,990 | |
Fino 033790 | +18.8% | 16,130 | |
PI Advanced Materials 178920 | +18.4% | 30,500 | |
Lotte Energy Materials 020150 | +17.7% | 78,500 | |
Mi 059090 | +15.2% | 26,100 | |
HT Robotics 396300 | +10.3% | 6,510 | |
L&F 066970 | +9.2% | 213,000 | |
POSCO Holdings 005490 | +8.7% | 502,000 | |
HB Technology 078150 | +8.6% | 3,095 |
5. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2026-05-04, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Auros Technology 322310 | +30.0% | 44,850 | ★ |
Pro2000 321260 | +30.0% | 3,230 | |
Genesem 217190 | +16.4% | 9,180 | |
Imt 451220 | +15.7% | 17,440 | |
Dawon Nexview 323350 | +14.9% | 13,700 | |
PSK 319660 | +12.8% | 100,100 | |
Tfe 425420 | +9.2% | 73,200 | |
Systems Technology 039440 | +9.2% | 40,850 | |
Kctech 281820 | +8.5% | 66,500 | |
Hmnex 036170 | +8.4% | 7,580 |
6. Auto Parts (recurred after 18 days)
- Episode: started 2026-05-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Metal 024840 | +30.0% | 6,630 | ★ |
Pim Korea 448900 | +18.8% | 127,900 | |
LX Hausys 108670 | +17.7% | 42,500 | |
Sammi Metal Products 012210 | +15.8% | 15,450 | |
Hanon Systems 018880 | +14.7% | 4,850 | |
Dhautoware 025440 | +12.9% | 919 | |
Inhwa Precision 101930 | +12.0% | 15,140 | |
HT Robotics 396300 | +10.3% | 6,510 | |
NBR Motion 0004V0 | +9.4% | 27,900 | |
Hmnex 036170 | +8.4% | 7,580 |
7. System Semiconductors (recurred after 7 days)
- Episode: started 2026-05-04, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Ajinextek 059120 | +30.0% | 11,580 | |
Mirai Semiconductors 254490 | +25.3% | 29,250 | ★ |
Qualitas Semiconductor 432720 | +17.8% | 29,500 | |
SemiFive 490470 | +15.0% | 48,800 | |
PSK 319660 | +12.8% | 100,100 | |
SK hynix 000660 | +12.5% | 1,447,000 | |
Zaram Technology 389020 | +11.0% | 57,700 | |
Alphachips 117670 | +7.3% | 20,200 | |
Techwing 089030 | +7.0% | 61,300 | |
Openedges Technology 394280 | +6.6% | 21,800 |
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8. Optical Communications (recurred after 20 days)
- Episode: started 2026-05-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seoul Viosys 092190 | +30.0% | 11,230 | ★ |
Mercury 100590 | +19.5% | 7,410 | |
TAIHAN Fiberoptics 010170 | +16.8% | 17,700 | |
RF Materials 327260 | +16.4% | 108,600 | |
LS 006260 | +12.4% | 509,000 | |
Zaram Technology 389020 | +11.0% | 57,700 | |
Korea Advanced Materials 062970 | +9.4% | 2,965 | |
TMC 217590 | +6.9% | 30,950 | |
Sungho Electronics 043260 | +6.2% | 43,450 | |
Woori-Net 115440 | +6.1% | 15,060 |
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Closing Thoughts
Power Equipment and Electric Cables are the only themes on a 3-day streak, so the next sessions will show whether that run continues. News on May 4 linked the move to AI.
The other six themes, including Optical Communications at 13.47%, each had a streak of 1. Whether they show up again is the open question for the coming sessions.