Weekly Theme Wrap (May 9 – May 13)
5 trading days · top 10 themes — most persistent is 5G / Telecom Equipment at 2 days (weekly avg. +9.5%). Best single day this week: May 10, +16.4%.
Average change over the period
Ukraine Reconstruction had the week’s sharpest one-day move, rising 16.39% on May 10, led by Dohwa Engineering. It was a new theme this week and was strong on just one day.
Four themes stayed strong for 2 days, led by 5G / Telecom Equipment with an average change of 9.47%. CS and Eluon led, and the theme peaked at 12.56% on May 9.
Shipping extended its run with an average change of 5.36%, led by Korea Line and Heung-a Shipping. UAM (Urban Air Mobility) and Construction Equipment also held up for 2 days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| 5G / Telecom Equipment | 2d | +9.5% | 2022-05-09 (+12.6%) | recurred | CS, Eluon |
| Shipping | 2d | +5.4% | 2022-05-11 (+6.1%) | running | Korea Line, Heung-a Shipping |
| UAM (Urban Air Mobility) | 2d | +5.2% | 2022-05-13 (+5.8%) | recurred | Kisan Telecom |
| Construction Equipment | 2d | +5.2% | 2022-05-12 (+6.0%) | recurred | Hyundai Everdigm |
| Ukraine Reconstruction | 1d | +16.4% | 2022-05-10 (+16.4%) | new | Dohwa Engineering |
| Political Ties (Yoon Suk-yeol) | 1d | +10.6% | 2022-05-10 (+10.6%) | recurred | Woongjin |
| Political Ties (Lee Jae-myung) | 1d | +9.7% | 2022-05-09 (+9.7%) | running | Orientbio |
| Defense & War | 1d | +9.0% | 2022-05-09 (+9.0%) | recurred | HanilForgingIndustrial |
| COVID (Diagnostics, Treatments, Vaccines) | 1d | +8.7% | 2022-05-13 (+8.7%) | recurred | Humasis |
| Beauty & Cosmetics | 1d | +8.0% | 2022-05-11 (+8.0%) | recurred | CTK |
Related News by Theme
- 5G / Telecom Equipment (2022-05-09) [급등왕의 ‘급등맥 필살기’] 삼성 美 대규모 5G 통신장비 공급 수혜 관련주 — 머니투데이 (Korean)
- Shipping (2022-05-11) 해운엔 비수기 없다…팬오션, 1분기 영업익 전년比 245.8%↑ — 머니투데이 (Korean)
- UAM (Urban Air Mobility) (2022-05-13) 기산텔레콤 주가 17%↑…“정부 1조6000억원 규모, UAM 연구개발 지원” — 아주경제 (Korean)
- Construction Equipment (2022-05-12) 현대에버다임 주가 4%↑…1분기 영업익 45억, 전년비 1955.5% 증가" — 아주경제 (Korean)
- Ukraine Reconstruction (2022-05-10) [오후장 급등주 분석] 세림B&G, 도화엔지니어링, 현대에버다임… — 매일경제 (Korean)
What to Watch Next Week
UAM (Urban Air Mobility) had its best day on May 13 at 5.77%, led by Kisan Telecom. The open question is whether that 2-day run carries into next week.
Political themes also appeared, with Political Ties (Yoon Suk-yeol) up 10.59% on May 10 and Political Ties (Lee Jae-myung) also rising. Watch whether either lasts beyond a single day.
Theme heatmap
| 05-09 | 05-10 | 05-11 | 05-12 | 05-13 | |
|---|---|---|---|---|---|
| 5G / Telecom Equipment | +12.6 | +6.4 | |||
| Shipping | +6.1 | +4.6 | |||
| UAM (Urban Air Mobility) | +4.6 | +5.8 | |||
| Construction Equipment | +4.4 | +6.0 | |||
| Ukraine Reconstruction | +16.4 | ||||
| Political Ties (Yoon Suk-yeol) | +10.6 | ||||
| Political Ties (Lee Jae-myung) | +9.7 | ||||
| Defense & War | +9.0 | ||||
| COVID (Diagnostics, Treatments, Vaccines) | +8.7 | ||||
| Beauty & Cosmetics | +8.0 |