May 6: 8 Strong Themes — Glass Substrates, Power Equipment
8 strong themes — 5 running · 3 recurred. Top: Glass Substrates +21.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Glass Substrates | SKC | +30.00% | |
| Power Equipment | Gaon Cable | +27.21% | |
| Securities Brokers | Yuanta Securities Korea | +29.85% | |
| Semiconductor Equipment | Wot | +29.94% | |
| Electric Cables | Gaon Cable | +27.21% | |
| Quantum Cryptography & Computing | Dream Security | +29.93% | |
| Stablecoins | Dream Security | +29.93% | |
| Semiconductor Materials & Components | Ycchem | +17.62% |
On May 6, all eight strong themes closed with every listed stock higher. Glass Substrates led with an average change of 21.52%, and all 10 of its stocks rose.
SKC led the theme with a gain of 30.0%, as the theme returned after a 61-day gap. A news headline tied the move to its first profit in 10 quarters and to hopes for glass substrates.
Power Equipment extended its streak to 4 with an average change of 15.7%, led by Gaon Cable. Securities Brokers came next at 13.53%, led by Yuanta Securities Korea.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Glass Substrates | recurred after 61 days | +21.5% | 10/10 | SKC |
| 2 | Power Equipment | 4 days running | +15.7% | 10/10 | Gaon Cable |
| 3 | Securities Brokers | 2 days running | +13.5% | 10/10 | Yuanta Securities Korea |
| 4 | Semiconductor Equipment | 2 days running | +13.5% | 10/10 | Wot |
| 5 | Electric Cables | 4 days running | +11.8% | 7/7 | Gaon Cable |
| 6 | Quantum Cryptography & Computing | recurred after 16 days | +10.8% | 10/10 | Dream Security |
| 7 | Stablecoins | recurred after 21 days | +10.2% | 10/10 | Dream Security |
| 8 | Semiconductor Materials & Components | 2 days running | +10.0% | 10/10 | Ycchem |
Theme by Theme
1. Glass Substrates (recurred after 61 days)
- Episode: started 2026-05-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SKC 011790 | +30.0% | 161,200 | ★ |
HB Technology 078150 | +29.9% | 4,020 | |
Philoptics 161580 | +29.5% | 63,000 | |
HBL 452190 | +22.5% | 10,010 | |
CHEMTRONICSCo 089010 | +20.1% | 45,700 | |
Ivisionworks 469750 | +18.7% | 1,378 | |
JNTC 204270 | +17.8% | 22,500 | |
Ycchem 112290 | +17.6% | 16,020 | |
Innometry 302430 | +16.5% | 10,180 | |
Naintech 267320 | +12.6% | 3,940 |
Related news
- [특징주] SKC, 10분기 만에 흑자 전환…유리기판 기대감에 30% ↑ — 뉴스핌 (Korean)
- [급등락주 짚어보기] 코스피, ‘7천피 시대’…SKC·유안타증권 상한가 — 이투데이 (Korean)
- [장중수급포착] SKC, 외국인/기관 동시 순매수… 주가 +30.00% — 뉴스핌 (Korean)
2. Power Equipment (4 days running)
- Episode: started 2026-04-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Metal 024840 | +29.9% | 8,610 | |
Gaon Cable 000500 | +27.2% | 367,000 | ★ |
Seojeon Electric Machinery 189860 | +27.0% | 11,300 | |
Seondo Electric 007610 | +16.0% | 12,740 | |
Taihan Cable & Solution 001440 | +14.0% | 69,200 | |
Bosung Power Technology 006910 | +10.3% | 15,830 | |
Vitzro Tech 042370 | +9.7% | 20,050 | |
Hyosung Heavy Industries 298040 | +8.7% | 4,597,000 | |
LS ELECTRIC 010120 | +7.3% | 315,500 | |
HD Hyundai Electric 267260 | +6.9% | 1,389,000 |
3. Securities Brokers (2 days running)
- Episode: started 2026-05-04, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Yuanta Securities Korea 003470 | +29.9% | 7,830 | ★ |
Mirae Asset Securities 006800 | +19.2% | 83,800 | |
KIWOOM Securities 039490 | +14.7% | 484,500 | |
Hanwha Investment&securities 003530 | +14.4% | 9,370 | |
Korea Investment Holdings 071050 | +11.3% | 291,500 | |
Hyundai Motor Securities 001500 | +11.1% | 12,940 | |
Korea Asset Investment Securities 190650 | +9.1% | 9,600 | |
LS Securities 078020 | +8.7% | 9,010 | |
SK Securities 001510 | +8.7% | 5,640 | |
Samsung Securities 016360 | +8.4% | 149,500 |
Related news
- [급등락주 짚어보기] 코스피, ‘7천피 시대’…SKC·유안타증권 상한가 — 이투데이 (Korean)
4. Semiconductor Equipment (2 days running)
- Episode: started 2026-05-04, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +29.9% | 10,590 | ★ |
K-ensol 053080 | +16.7% | 17,010 | |
Iste 212710 | +14.4% | 11,010 | |
GlobalStandardTechnology 083450 | +13.6% | 56,900 | |
Xavis 254120 | +12.5% | 1,586 | |
C&G Hi Tech 264660 | +10.8% | 25,050 | |
Dawon Nexview 323350 | +9.9% | 15,060 | |
Apact 200470 | +9.9% | 9,760 | |
Neosem 253590 | +8.9% | 20,650 | |
Temc CNS 241790 | +8.3% | 9,240 |
Related news
- [장중수급포착] 워트, 외국인 5일 연속 순매수행진… 주가 +29.94% — 뉴스핌 (Korean)
5. Electric Cables (4 days running)
- Episode: started 2026-04-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Metal 024840 | +29.9% | 8,610 | |
Gaon Cable 000500 | +27.2% | 367,000 | ★ |
Taihan Cable & Solution 001440 | +14.0% | 69,200 | |
LS 006260 | +4.3% | 531,000 | |
Dawon Cable 006340 | +4.0% | 18,040 | |
LS Eco Energy 229640 | +1.9% | 92,100 | |
LS Marine Solution 060370 | +1.1% | 50,100 |
6. Quantum Cryptography & Computing (recurred after 16 days)
- Episode: started 2026-05-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dream Security 203650 | +29.9% | 3,755 | ★ |
Axgate 356680 | +23.1% | 18,470 | |
Hancom WITH 054920 | +12.5% | 7,850 | |
Aton 158430 | +10.0% | 9,000 | |
Korea Computer & Systems 115500 | +8.6% | 17,370 | |
MSDI 123010 | +5.5% | 1,680 | |
Woori-Net 115440 | +5.0% | 15,810 | |
Coweaver 056360 | +4.7% | 11,200 | |
Itcenpns 232830 | +4.5% | 4,825 | |
Q.S.ICo 066310 | +4.1% | 16,300 |
7. Stablecoins (recurred after 21 days)
- Episode: started 2026-05-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dream Security 203650 | +29.9% | 3,755 | ★ |
kakaopay 377300 | +13.0% | 63,300 | |
Hancom WITH 054920 | +12.5% | 7,850 | |
Aton 158430 | +10.0% | 9,000 | |
Hecto Financial 234340 | +8.4% | 36,650 | |
Danal 064260 | +7.7% | 8,000 | |
NHN KCP 060250 | +6.2% | 21,300 | |
Me2on 201490 | +5.8% | 3,370 | |
Itcenpns 232830 | +4.5% | 4,825 | |
RaonSecure 042510 | +3.4% | 13,570 |
Related news
- 카카오페이, AI·스테이블코인 승부수…“4000만 금융 생태계 구축” [종합] — 이투데이 (Korean)
8. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-05-04, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Ycchem 112290 | +17.6% | 16,020 | ★ |
3S Korea 060310 | +12.1% | 1,709 | |
New Power Plasma 144960 | +11.0% | 7,850 | |
Temc 425040 | +10.1% | 21,700 | |
FNS Tech 083500 | +9.0% | 21,500 | |
Ram Technology 171010 | +8.4% | 4,050 | |
Temc CNS 241790 | +8.3% | 9,240 | |
KX Hitech 052900 | +8.1% | 1,339 | |
Welkeeps Hitech 043590 | +8.0% | 795 | |
Mi 059090 | +6.9% | 27,900 |
Closing Thoughts
The next sessions will show whether Glass Substrates lasts beyond its 1-day episode. They will also show whether Power Equipment and Electric Cables extend their streaks of 4.
Dream Security led both Quantum Cryptography & Computing and Stablecoins with a gain of 29.93%. The two themes returned after gaps of 16 days and 21 days.