Sep 9: 8 Strong Themes — Telecom Equipment, Optical Communications
8 strong themes — 1 running · 7 recurred. Top: Telecom Equipment +15.3%.
Strong themes8
Top change+15.3%
LeaderMercury
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 |
|---|---|---|---|
| Telecom Equipment | Mercury | +30.00% | |
| Optical Communications | Mercury | +30.00% | |
| Battery | Innometry | +13.38% | |
| 5G | Wooriro | +29.84% | |
| Semiconductor Equipment | The Codi | +29.86% | |
| Hydrogen Energy (Fuel Cells) | Bumhan Fuel Cell | +29.79% | |
| Shipbuilding Equipment | Sammi Metal Products | +29.91% | |
| Nuclear | Sammi Metal Products | +29.91% |
Eight themes rallied on 2026-09-09, and every stock in each theme’s list closed higher. Telecom Equipment led with an average change of 15.26%, with all 10 of its stocks up.
Optical Communications posted an average change of 12.7%, with Mercury again on top at 30.0%. News linked the move to a Verizon-Corning fiber deal and strength in U.S. optical names.
Battery (12.04%) and Semiconductor Equipment (11.18%) also rallied. The Codi jumped 29.86% on reports of a pan-LG acquisition, and Bumhan Fuel Cell rose 29.79%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Telecom Equipment | recurred after 13 days | +15.3% | 10/10 | Mercury |
| 2 | Optical Communications | recurred after 13 days | +12.7% | 10/10 | Mercury |
| 3 | Battery | recurred after 6 days | +12.0% | 10/10 | Innometry |
| 4 | 5G | recurred after 13 days | +11.5% | 10/10 | Wooriro |
| 5 | Semiconductor Equipment | recurred after 2 days | +11.2% | 10/10 | The Codi |
| 6 | Hydrogen Energy (Fuel Cells) | recurred after 2 days | +10.4% | 10/10 | Bumhan Fuel Cell |
| 7 | Shipbuilding Equipment | recurred after 26 days | +10.2% | 10/10 | Sammi Metal Products |
| 8 | Nuclear | 3 days running | +10.1% | 10/10 | Sammi Metal Products |
Theme by Theme
1. Telecom Equipment (recurred after 13 days)
- Episode: started 2026-09-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mercury 100590 | +30.0% | 4,355 | ★ |
Wooriro 046970 | +29.8% | 6,570 | |
RF Materials 327260 | +22.6% | 42,300 | |
LiComm 388790 | +14.1% | 4,815 | |
OE Solutions 138080 | +13.7% | 24,000 | |
Sawnics 088280 | +12.4% | 2,850 | |
Woori-Net 115440 | +12.2% | 8,200 | |
Fino 033790 | +6.1% | 8,350 | |
VISSEM Electronics 072950 | +5.8% | 9,140 | |
Oneul E&m 192410 | +5.8% | 4,850 |
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- [특징주] 버라이즌·코닝 광섬유 계약…머큐리 등 광통신株 급등 — 이투데이 (Korean)
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2. Optical Communications (recurred after 13 days)
- Episode: started 2026-09-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mercury 100590 | +30.0% | 4,355 | ★ |
RF Materials 327260 | +22.6% | 42,300 | |
LiComm 388790 | +14.1% | 4,815 | |
Sungho Electronics 043260 | +13.0% | 18,440 | |
Woori-Net 115440 | +12.2% | 8,200 | |
TAIHAN Fiberoptics 010170 | +9.2% | 14,960 | |
LS 006260 | +9.1% | 330,000 | |
Fiberpro 368770 | +5.8% | 12,690 | |
VISSEM Electronics 072950 | +5.8% | 9,140 | |
TMC 217590 | +5.2% | 11,040 |
Related news
- [ET특징주] 미국발 ‘광통신’ 훈풍에… RF머트리얼즈 주가 22% 상승 — 전자신문 (Korean)
- [특징주] 버라이즌·코닝 광섬유 계약…머큐리 등 광통신株 급등 — 이투데이 (Korean)
3. Battery (recurred after 6 days)
- Episode: started 2026-09-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Energy Materials 020150 | +14.1% | 41,650 | |
Korea Petro Chemical Ind 006650 | +13.6% | 110,300 | |
Cenotec 222420 | +13.4% | 936 | |
Innometry 302430 | +13.4% | 8,810 | ★ |
Koses 089890 | +11.8% | 25,150 | |
L&F 066970 | +11.7% | 127,000 | |
SK Innovation 096770 | +11.2% | 153,500 | |
HBL 452190 | +11.1% | 5,000 | |
TCC Steel 002710 | +10.1% | 12,020 | |
Apro 262260 | +10.0% | 4,140 |
4. 5G (recurred after 13 days)
- Episode: started 2026-09-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wooriro 046970 | +29.8% | 6,570 | ★ |
LiComm 388790 | +14.1% | 4,815 | |
OE Solutions 138080 | +13.7% | 24,000 | |
Sawnics 088280 | +12.4% | 2,850 | |
Woori-Net 115440 | +12.2% | 8,200 | |
TAIHAN Fiberoptics 010170 | +9.2% | 14,960 | |
LS Eco Energy 229640 | +6.3% | 49,600 | |
Daeduck Electronics 353200 | +6.2% | 106,100 | |
Oneul E&m 192410 | +5.8% | 4,850 | |
Coweaver 056360 | +5.6% | 5,290 |
5. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2026-09-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
The Codi 224060 | +29.9% | 7,610 | ★ |
Pamtek 271830 | +13.7% | 1,140 | |
Koses 089890 | +11.8% | 25,150 | |
Dawon Nexview 323350 | +10.5% | 8,230 | |
SFA Semicon 036540 | +9.8% | 6,630 | |
Intekplus 064290 | +9.0% | 44,950 | |
Yest 122640 | +8.1% | 31,350 | |
Neosem 253590 | +6.7% | 11,600 | |
Sec 081180 | +6.4% | 5,660 | |
Jusung Engineering 036930 | +6.1% | 206,500 |
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6. Hydrogen Energy (Fuel Cells) (recurred after 2 days)
- Episode: started 2026-09-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bumhan Fuel Cell 382900 | +29.8% | 23,350 | ★ |
Vina Tech 126340 | +11.7% | 69,500 | |
Deokyang Energen 0001A0 | +10.4% | 9,910 | |
Mi 059090 | +9.7% | 19,840 | |
Doosan Fuel Cell 336260 | +9.4% | 53,900 | |
Iljin Hysolus 271940 | +8.0% | 11,880 | |
Woniltni 136150 | +6.7% | 8,260 | |
S-Prism 288620 | +6.7% | 4,130 | |
Hanwha Solutions 009830 | +5.7% | 30,800 | |
LS ELECTRIC 010120 | +5.5% | 211,500 |
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7. Shipbuilding Equipment (recurred after 26 days)
- Episode: started 2026-09-09, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sammi Metal Products 012210 | +29.9% | 13,030 | ★ |
Bumhan Fuel Cell 382900 | +29.8% | 23,350 | |
Hanwha Engine 082740 | +7.7% | 49,150 | |
Sung Kwang Bend 014620 | +5.4% | 34,250 | |
TMC 217590 | +5.2% | 11,040 | |
Hyundai HYMS 460930 | +5.2% | 13,960 | |
HD-Hyundai Marine Engine 071970 | +5.2% | 52,800 | |
Il Seung 333430 | +5.1% | 3,990 | |
T. K 023160 | +4.8% | 28,100 | |
STX Engine 077970 | +4.0% | 24,400 |
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8. Nuclear (3 days running)
- Episode: started 2026-09-07, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Sammi Metal Products 012210 | +29.9% | 13,030 | ★ |
Woori Technology, Incorporation 032820 | +21.2% | 14,320 | |
Woojin 105840 | +9.1% | 15,660 | |
Taihan Cable & Solution 001440 | +8.2% | 31,100 | |
Woniltni 136150 | +6.7% | 8,260 | |
Hantech 098070 | +6.3% | 26,850 | |
LS ELECTRIC 010120 | +5.5% | 211,500 | |
Sung Kwang Bend 014620 | +5.4% | 34,250 | |
T. K 023160 | +4.8% | 28,100 | |
SNTEnergy 100840 | +3.8% | 38,000 |
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Closing Thoughts
Nuclear is the only theme on a 3-day streak, running since 2026-09-07. Sammi Metal Products led it with a 29.91% gain on volume of 19584774 shares.
Most other themes are new one-day episodes, and several returned after a gap of 13 days. The open question in the data is whether the telecom and optical moves continue past Sep 9.