Apr 1: 8 Strong Themes — 5G, Telecom Equipment

April 1, 2026 · #5G #Telecom Equipment #Optical Communications #Semiconductor Equipment #Defense & War #Space & Aerospace (Nuri Rocket, Satellites) #Semiconductor Materials & Components #Nuclear

8 strong themes — 1 running · 7 recurred. Top: 5G +28.4%.

Strong themes8 Top change+28.4% LeaderEluon

Average change by strong theme

Average change of member stocks, by theme · descending
5G
+28.4%
Telecom Equipment
+27.6%
Optical Communications
+22.8%
Semiconductor Equipment
+18.2%
Defense & War
+18.2%
Space & Aerospace (Nuri Rocket, Satellites)
+16.1%
Semiconductor Materials & Components
+16.1%
Nuclear
+13.1%

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 -
ThemeLeaderChangeTrend
5GEluon+30.00%
Telecom EquipmentOE Solutions+28.79%
Optical CommunicationsMercury+17.03%
Semiconductor EquipmentGigalane+29.98%
Defense & WarTAIHAN Fiberoptics+29.97%
Space & Aerospace (Nuri Rocket, Satellites)HVM+24.49%
Semiconductor Materials & ComponentsMKElectron+20.59%
NuclearDaewoo Engineering & Construction+24.95%

On Apr 1, 5G led the session with an average change of 28.43%, and all 10 of its stocks closed higher. Eluon topped the group at 30.0%.

Telecom Equipment averaged 27.63% and Optical Communications 22.78%, with many names shared across themes. TAIHAN Fiberoptics rose 29.97% on volume of 35169325 shares.

Every theme on the list returned after a gap of 5 or 7 days, except Nuclear. It extended its run to a streak of 2, led by Daewoo Engineering & Construction at 24.95%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
15Grecurred after 5 days+28.4%10/10Eluon
2Telecom Equipmentrecurred after 5 days+27.6%10/10OE Solutions
3Optical Communicationsrecurred after 5 days+22.8%10/10Mercury
4Semiconductor Equipmentrecurred after 7 days+18.2%10/10Gigalane
5Defense & Warrecurred after 7 days+18.2%9/9TAIHAN Fiberoptics
6Space & Aerospace (Nuri Rocket, Satellites)recurred after 7 days+16.1%9/9HVM
7Semiconductor Materials & Componentsrecurred after 7 days+16.1%10/10MKElectron
8Nuclear2 days running+13.1%10/10Daewoo Engineering & Construction

Theme by Theme

1. 5G (recurred after 5 days)

StockChangeCloseLeader
Eluon 065440+30.0%2,730★
Inno Instrument 215790+30.0%932
Gigalane 049080+30.0%1,574
TAIHAN Fiberoptics 010170+30.0%9,410
Korea Advanced Materials 062970+29.9%2,995
Oneul E&m 192410+29.8%6,140
OE Solutions 138080+28.8%42,500
Lightron Fiber-optic Devices 069540+25.6%3,115
RFHIC 218410+25.6%94,200
Frtek 073540+24.6%3,190

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2. Telecom Equipment (recurred after 5 days)

StockChangeCloseLeader
Inno Instrument 215790+30.0%932
Gigalane 049080+30.0%1,574
Korea Advanced Materials 062970+29.9%2,995
RN2 Technologies 148250+29.9%4,240
Oneul E&m 192410+29.8%6,140
OE Solutions 138080+28.8%42,500★
Lightron Fiber-optic Devices 069540+25.6%3,115
RFHIC 218410+25.6%94,200
Frtek 073540+24.6%3,190
HFR 230240+22.1%33,700

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3. Optical Communications (recurred after 5 days)

StockChangeCloseLeader
TAIHAN Fiberoptics 010170+30.0%9,410
Korea Advanced Materials 062970+29.9%2,995
Lightron Fiber-optic Devices 069540+25.6%3,115
RFHIC 218410+25.6%94,200
Sungho Electronics 043260+25.6%47,400
Woori-Net 115440+20.1%11,930
LiComm 388790+19.6%5,900
Fiberpro 368770+19.4%22,150
Mercury 100590+17.0%5,600★
TMC 217590+15.0%21,550

4. Semiconductor Equipment (recurred after 7 days)

StockChangeCloseLeader
Gigalane 049080+30.0%1,574★
Intekplus 064290+24.9%21,000
GigaVis 420770+19.4%86,800
Cymechs 160980+17.5%27,150
Koses 089890+17.4%22,150
Dawon Nexview 323350+16.5%11,590
PSK Holdings 031980+16.2%110,600
Raon Robotics 232680+14.0%15,340
Apact 200470+13.4%7,360
Pemtron 168360+13.2%21,250

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5. Defense & War (recurred after 7 days)

StockChangeCloseLeader
TAIHAN Fiberoptics 010170+30.0%9,410★
RFHIC 218410+25.6%94,200
Fiberpro 368770+19.4%22,150
RF Systems 474610+17.4%11,780
Sensorview 321370+16.4%3,655
Korea Aerospace Industries 047810+14.1%187,900
Wavice 289930+13.9%19,100
WaveElectronics 095270+13.7%5,300
Ace Technologies 088800+13.6%4,350

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6. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 7 days)

StockChangeCloseLeader
HVM 295310+24.5%91,500★
Fiberpro 368770+19.4%22,150
Almac 354320+17.1%55,900
Sensorview 321370+16.4%3,655
Korea Aerospace Industries 047810+14.1%187,900
Vitzro Nextech 488900+14.0%19,130
Sphere 347700+13.9%49,200
Duksanhimetal 077360+13.1%11,200
Hanwha Systems 272210+12.9%128,800

7. Semiconductor Materials & Components (recurred after 7 days)

StockChangeCloseLeader
HVM 295310+24.5%91,500
MKElectron 033160+20.6%18,330★
Nepes 033640+20.4%20,100
Haesung DS 195870+19.1%55,700
Semcns 252990+13.5%9,940
ISC 095340+13.3%264,000
Duksanhimetal 077360+13.1%11,200
OKins Electronics 080580+13.1%21,450
Hansol Chemical 014680+12.5%284,000
Ycchem 112290+10.7%23,800

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8. Nuclear (2 days running)

StockChangeCloseLeader
Daewoo Engineering & Construction 047040+24.9%19,430★
HanmiGlobal 053690+18.6%31,900
Taihan Cable & Solution 001440+12.6%30,050
Hyundai Engineering & Construction 000720+12.5%159,900
GS Engineering & Construction 006360+11.8%28,050
LS ELECTRIC 010120+10.6%794,000
KEPCO Engineering & Construction Company 052690+10.6%167,300
Woojin 105840+10.3%24,650
Orbitech 046120+9.8%11,860
Samyoung M-tek C0 054540+9.6%11,490

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Closing Thoughts

Nuclear is the only theme with back-to-back appearances, in an episode running from Mar 31 to Apr 1. A third session would show whether the run continues.

Defense & War has an episode end date of 2026-04-03, the longest window in the data at 3 days. Six of the remaining themes logged single-day episodes.