Aug 4: 8 Strong Themes — 5G / Telecom Equipment, Airlines & Low-Cost Carriers
8 strong themes — 8 recurred. Top: 5G / Telecom Equipment +5.2%.
Strong themes8
Top change+5.2%
LeaderWiable
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 |
|---|---|---|---|
| 5G / Telecom Equipment | Wiable | +5.43% | |
| Airlines & Low-Cost Carriers | Jin Air | +7.19% | |
| Internet Majors | Kakao | +7.50% | |
| Hydrogen (Fuel Cells, Vehicles) | Kumyang | +11.53% | |
| Cement & Ready-Mix Concrete | Hanilcement | +6.90% | |
| Travel | SM Culture & Contents | +3.07% | |
| Battery Recycling (Related) | Egtronics | +3.45% | |
| Digital Health & Telehealth | Carelabs | +2.56% |
All eight strong themes on 2022-08-04 were recurrences, each with a streak of 1. 5G / Telecom Equipment led with an average change of 5.24%, and all 5 of its stocks rose.
Airlines & Low-Cost Carriers followed at 4.71%, led by Jin Air at 7.19%. Korean Air Lines rose 5.18% on news of a 274% jump in Q2 operating profit.
Kumyang posted the day’s top single gain at 11.53%, lifting Hydrogen (Fuel Cells, Vehicles) to an average of 4.25%. Kakao added 7.5% in Internet Majors.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | 5G / Telecom Equipment | recurred after 83 days | +5.2% | 5/5 | Wiable |
| 2 | Airlines & Low-Cost Carriers | recurred after 22 days | +4.7% | 5/5 | Jin Air |
| 3 | Internet Majors | recurred after 6 days | +4.6% | 2/2 | Kakao |
| 4 | Hydrogen (Fuel Cells, Vehicles) | recurred after 57 days | +4.2% | 5/5 | Kumyang |
| 5 | Cement & Ready-Mix Concrete | recurred after 100 days | +3.8% | 3/4 | Hanilcement |
| 6 | Travel | recurred after 22 days | +3.0% | 5/5 | SM Culture & Contents |
| 7 | Battery Recycling (Related) | recurred after 8 days | +2.5% | 3/4 | Egtronics |
| 8 | Digital Health & Telehealth | recurred after 8 days | +2.3% | 3/3 | Carelabs |
Theme by Theme
1. 5G / Telecom Equipment (recurred after 83 days)
- Episode: started 2022-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ace Technologies 088800 | +6.0% | 22,287 | |
Frtek 073540 | +5.8% | 3,190 | |
Telcon RF Pharmaceutical 200230 | +5.5% | 34,315 | |
Wiable 065530 | +5.4% | 2,910 | ★ |
RFHIC 218410 | +3.5% | 23,800 |
Related news
- [특징주]와이어블, 삼성전자 美 3배 세계 2위 인도에 5G 장비 최초 진출에 강세 — 파이낸셜뉴스 (Korean)
2. Airlines & Low-Cost Carriers (recurred after 22 days)
- Episode: started 2022-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jin Air 272450 | +7.2% | 14,900 | ★ |
Korean Air Lines 003490 | +5.2% | 26,400 | |
Asiana Airlines 020560 | +5.1% | 15,450 | |
Jejuair 089590 | +3.6% | 14,342 | |
Trinity Airways 091810 | +2.5% | 1,957 |
Related news
- 대한항공 ‘깜짝 실적’…2분기 영업이익 274%↑, 여객·화물 모두 호조 — 한국경제 (Korean)
- 무서운 휴가지 물가… 항공·숙박·렌트·외식비 다 올랐다 [치솟는 물가, 팍팍한 서민 삶] — 파이낸셜뉴스 (Korean)
- ‘어닝 서프라이즈’ 대한항공…“화물 사업 선전·여객 수요 회복 덕”(종합) — 이데일리 (Korean)
3. Internet Majors (recurred after 6 days)
- Episode: started 2022-08-04, day 1
Related news
- 카카오 계열사 고른 성장에 주가도↑..카카오 하반기 성장 동력은? — 머니투데이 (Korean)
- “급락하던 성장주 바닥 찍었나”…카카오 8% ‘불기둥’ — 한국경제 (Korean)
- 코스피 외국인 매수세에 상승 마감…카카오 7%대 급등[오늘의 증시경향] — 경향신문 (Korean)
4. Hydrogen (Fuel Cells, Vehicles) (recurred after 57 days)
- Episode: started 2022-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumyang 001570 | +11.5% | 8,800 | ★ |
Sambo Motors 053700 | +3.0% | 4,600 | |
Sewon 234100 | +2.8% | 11,025 | |
Synopex 025320 | +2.2% | 2,978 | |
Iljin Hysolus 271940 | +1.7% | 35,200 |
Related news
- [특징주]금양, 수소연료전지 기술 국가핵심기술 지정..핵심기술 부각↑ — 파이낸셜뉴스 (Korean)
- [여의도 주식왕 2부] ‘금양 vs 웹스 vs 성일하이텍’ 여의도를 달굴 종목은? — 머니투데이 (Korean)
5. Cement & Ready-Mix Concrete (recurred after 100 days)
- Episode: started 2022-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanilcement 300720 | +6.9% | 15,500 | ★ |
Sungshin Cement 004980 | +2.9% | 10,500 | |
SAMPYO Cement 038500 | +1.4% | 4,350 | |
Kangdong C&L 198440 | - | - |
Related news
- [ET라씨로] “내달 시멘트 가격 또 오른다”…한일시멘트 등 시멘트株 ‘들썩’ — 전자신문 (Korean)
- 코스피 2,470선 회복‥시멘트 관련주 강세 — MBC (Korean)
6. Travel (recurred after 22 days)
- Episode: started 2022-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Modetournetwork 080160 | +3.6% | 15,800 | |
SM Culture & Contents 048550 | +3.1% | 4,030 | ★ |
Lotte Tour Development 032350 | +3.0% | 12,000 | |
Very Good Tour 094850 | +2.9% | 10,550 | |
Yellow Balloon Tour 104620 | +2.5% | 7,870 |
Related news
- [장중수급포착] SM C&C, 기관 34,000주 대량 순매수… 주가 +1.41% — 뉴스핌 (Korean)
- [장중수급포착] SM C&C, 기관 54,000주 대량 순매수… 주가 +4.70% — 뉴스핌 (Korean)
7. Battery Recycling (Related) (recurred after 8 days)
- Episode: started 2022-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Egtronics 377330 | +3.5% | 15,000 | ★ |
Power Logics 047310 | +2.7% | 6,380 | |
LG Energy Solution 373220 | +1.4% | 443,000 | |
Sebitchem 107600 | - | - |
Related news
- [특징주]새빗켐, LG화학과 폐배터리 순환체계…10년 장기계약에 3배 증설 — 아시아경제 (Korean)
- [특징주]파워로직스, 테슬라 전기차 폐배터리팩 재사용 ‘ESS센터’ 구축 검토 소식에↑ — 파이낸셜뉴스 (Korean)
- [오늘장 랭킹5] 새빗켐 ‘반짝’ 따상, 폐배터리 관련주 진격할까? — 머니투데이 (Korean)
8. Digital Health & Telehealth (recurred after 8 days)
- Episode: started 2022-08-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BITComputer 032850 | +2.8% | 7,460 | |
Carelabs 263700 | +2.6% | 6,810 | ★ |
Insung Information 033230 | +1.5% | 2,241 |
Closing Thoughts
Cement & Ready-Mix Concrete returned after a gap of 100 days, led by Hanilcement at 6.9%. News pointed to another cement price increase next month.
Battery Recycling (Related) and Digital Health & Telehealth returned after 8 days, averaging 2.52% and 2.27%. Whether any of these one-day episodes extends remains to be seen.