May 4: 4 Strong Themes — 5G / Telecom Equipment, Political Ties (Lee Jae-myung)
4 strong themes — 4 recurred. Top: 5G / Telecom Equipment +14.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| 5G / Telecom Equipment | Frtek | +29.90% | |
| Political Ties (Lee Jae-myung) | Atec | +4.69% | |
| Oil Refining | GS Holdings | +3.55% | |
| Banks / Property & Casualty Insurance | Hanwha General Insurance | +2.34% |
5G / Telecom Equipment led the May 4 session with an average change of 14.34%. All 6 stocks in the theme rose as it returned after a 34-day gap.
Leader Frtek jumped 29.9% to close at 4040, while Eluon gained 16.55% and Kisan Telecom 14.32%. Same-day headlines tied the move to a large US 5G equipment order.
Gains elsewhere were more modest. Political Ties (Lee Jae-myung) posted an average change of 4.34%, Oil Refining 2.48% and Banks / Property & Casualty Insurance 2.28%, the last returning after a 411-day gap.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | 5G / Telecom Equipment | recurred after 34 days | +14.3% | 6/6 | Frtek |
| 2 | Political Ties (Lee Jae-myung) | recurred after 5 days | +4.3% | 2/2 | Atec |
| 3 | Oil Refining | recurred after 37 days | +2.5% | 2/2 | GS Holdings |
| 4 | Banks / Property & Casualty Insurance | recurred after 411 days | +2.3% | 5/5 | Hanwha General Insurance |
Theme by Theme
1. 5G / Telecom Equipment (recurred after 34 days)
- Episode: started 2022-05-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Frtek 073540 | +29.9% | 4,040 | ★ |
Eluon 065440 | +16.6% | 2,570 | |
Kisan Telecom 035460 | +14.3% | 5,230 | |
HanWool Materials Science 091440 | +11.2% | 3,660 | |
DASAN Networks 039560 | +10.9% | 7,330 | |
Gigalane 049080 | +3.1% | 23,200 |
Related news
- 삼성전자, 미국 5G 대규모 수주…국내 5G 장비 관련株 급등 — 매일경제 (Korean)
- [개미 천국&지옥] 삼성전자 미국서 5G 장비계약 수주 소식에 통신 관련주 강세 — 이투데이 (Korean)
- [김민수의 잠금해제] 드디어 갈까? 모처럼 호재에 5G 관련株 들썩! — 머니투데이 (Korean)
2. Political Ties (Lee Jae-myung) (recurred after 5 days)
- Episode: started 2022-05-04, day 6
3. Oil Refining (recurred after 37 days)
- Episode: started 2022-05-04, day 1
Related news
- 러 원유 금지에 다시 치솟는 유가…들썩이는 정유·석유株 — 이투데이 (Korean)
- 고유가 사태에 엇갈린 희비…웃는 정유株와 우는 화학株 — 이데일리 (Korean)
- 정제마진 치솟는데 정유사 웃지 못하네(종합) — 아시아경제 (Korean)
4. Banks / Property & Casualty Insurance (recurred after 411 days)
- Episode: started 2022-05-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lotte Non-Life Insurance 000400 | +2.5% | 2,035 | |
Hanwha General Insurance 000370 | +2.3% | 4,805 | ★ |
Hana Financial Group 086790 | +2.3% | 47,300 | |
KB Financial Group 105560 | +2.2% | 59,900 | |
Shinhan Financial Group 055550 | +2.0% | 42,500 |
Closing Thoughts
The next thing to watch is whether 5G / Telecom Equipment runs past its 1-day episode. Every stock in the theme rose, 6 of 6, but its last appearance was 34 days earlier.
The Political Ties (Lee Jae-myung) episode runs to 2022-05-09, with Atec as the leader. Oil Refining headlines from May 3 linked the sector to a Russian crude ban and rising oil prices.