May 23: 8 Strong Themes — UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics, Hydrogen (Fuel Cells, Vehicles)
8 strong themes — 2 running · 4 recurred · 2 new. Top: UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics +13.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics | Gis | +27.33% | |
| Hydrogen (Fuel Cells, Vehicles) | Pusan Cast Iron | +16.42% | |
| Rare Earths & Rare Metals | Dongkuk Refractories & Steel | +11.09% | |
| Space & Aerospace | Fiberpro | +10.65% | |
| Defense & War | Firstec | +3.49% | |
| Camera Modules & Parts / iPhone Supply Chain | Jahwa Electronics | +5.33% | |
| Semiconductors | Dongjin Semichem | +3.15% | |
| Nuclear | Bhi | +2.98% |
On 2022-05-23, all eight strong themes closed with every member stock higher. The top theme was UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics, with an average change of 13.41%.
Gis led that new theme with a 27.33% gain on volume of 40440902 shares. SP Systems rose 11.28% and Fiberpro rose 10.65%.
Hydrogen (Fuel Cells, Vehicles) came back after a gap of 6 days, with an average change of 5.63%. Pusan Cast Iron led it with a 16.42% gain.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics | new | +13.4% | 4/4 | Gis |
| 2 | Hydrogen (Fuel Cells, Vehicles) | recurred after 6 days | +5.6% | 5/5 | Pusan Cast Iron |
| 3 | Rare Earths & Rare Metals | recurred after 47 days | +4.6% | 4/4 | Dongkuk Refractories & Steel |
| 4 | Space & Aerospace | recurred after 4 days | +4.5% | 4/4 | Fiberpro |
| 5 | Defense & War | recurred after 14 days | +3.6% | 5/5 | Firstec |
| 6 | Camera Modules & Parts / iPhone Supply Chain | new | +3.5% | 5/5 | Jahwa Electronics |
| 7 | Semiconductors | 2 days running | +3.2% | 4/4 | Dongjin Semichem |
| 8 | Nuclear | 2 days running | +3.0% | 5/5 | Bhi |
Theme by Theme
1. UAM (Urban Air Mobility) / Autonomous Driving / AI & Robotics (new)
- Episode: started 2022-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gis 306620 | +27.3% | 5,730 | ★ |
SP Systems 317830 | +11.3% | 10,750 | |
Fiberpro 368770 | +10.7% | 6,130 | |
InfoBank 039290 | +4.4% | 17,900 |
Related news
- “UAM 정책 관련주”, 내일 바로 ‘上’ — 이데일리 (Korean)
- 한미정상회담 수혜주 원전ㆍUAM 등 ‘들썩’ — 대한경제 (Korean)
- 로봇·UAM·배터리…증설 나선 업종이 뛴다 — 한국경제 (Korean)
2. Hydrogen (Fuel Cells, Vehicles) (recurred after 6 days)
- Episode: started 2022-05-23, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Pusan Cast Iron 005030 | +16.4% | 950 | ★ |
Inzi Controls 023800 | +4.3% | 10,200 | |
S-Prism 288620 | +3.3% | 29,800 | |
Unick 011320 | +2.8% | 7,830 | |
Synopex 025320 | +1.4% | 2,450 |
3. Rare Earths & Rare Metals (recurred after 47 days)
- Episode: started 2022-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongkuk Refractories & Steel 075970 | +11.1% | 5,410 | ★ |
Tplex 081150 | +3.1% | 6,010 | |
Union Materials 047400 | +3.0% | 2,965 | |
Union 000910 | +1.2% | 7,410 |
4. Space & Aerospace (recurred after 4 days)
- Episode: started 2022-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fiberpro 368770 | +10.7% | 6,130 | ★ |
LIG Defense&Aerospace 079550 | +4.1% | 76,200 | |
Hanwha Aerospace 012450 | +1.8% | 53,071 | |
Hanwha Systems 272210 | +1.3% | 15,600 |
Related news
- 파이버프로 주가 21%↑…정의선 “현대차그룹, 美 UAM·로보틱스 등에 50억달러 추가 투자” — 아주경제 (Korean)
5. Defense & War (recurred after 14 days)
- Episode: started 2022-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Huneed Technologies 005870 | +4.8% | 9,210 | |
LIG Defense&Aerospace 079550 | +4.1% | 76,200 | |
Firstec 010820 | +3.5% | 4,450 | ★ |
Korea Aerospace Industries 047810 | +3.3% | 48,850 | |
HanilForgingIndustrial 024740 | +2.2% | 3,310 |
6. Camera Modules & Parts / iPhone Supply Chain (new)
- Episode: started 2022-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Innotek 011070 | +6.4% | 367,000 | |
Jahwa Electronics 033240 | +5.3% | 29,650 | ★ |
HyVISION SYSTEM 126700 | +2.4% | 19,550 | |
Namuga 190510 | +2.1% | 12,150 | |
Derkwoo Electronics 263600 | +1.1% | 7,990 |
Related news
- [특징주] 자화전자, 애플 아이폰 카메라 국내업체 선정 소식에 강세 — 헤럴드경제 (Korean)
7. Semiconductors (2 days running)
- Episode: started 2022-05-20, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HanaMicron 067310 | +3.7% | 16,712 | |
Duksan Techopia 317330 | +3.3% | 22,000 | |
Dongjin Semichem 005290 | +3.1% | 44,150 | ★ |
Soulbrain 357780 | +2.7% | 269,900 |
Related news
- [특징주] 동진쎄미켐, 삼성전자 협력·美 반도체 공장 건설 소식에 ↑ — 아시아경제 (Korean)
- 동진쎄미켐·솔브레인, 삼성 美 파운드리 군단 합류에 강세 — 이데일리 (Korean)
8. Nuclear (2 days running)
- Episode: started 2022-05-20, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Aprogen 007460 | +7.0% | 4,811 | |
Bhi 083650 | +3.0% | 5,530 | ★ |
Jokwang I.L.I 044060 | +2.7% | 1,657 | |
Bosung Power Technology 006910 | +1.4% | 6,680 | |
Woori Technology, Incorporation 032820 | +1.1% | 2,365 |
Closing Thoughts
Semiconductors and Nuclear were the only themes on a streak of 2, with average changes of 3.21% and 3.02%. Dongjin Semichem led the first of these with a 3.15% gain.
The new theme Camera Modules & Parts / iPhone Supply Chain had an average change of 3.46%, and LG Innotek rose 6.38%. The next sessions will show whether these themes kept going after Oct 2022-05-23.