May 22: 8 Strong Themes — EV, Semiconductor Equipment
8 strong themes — 4 running · 4 recurred. Top: EV +16.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| EV | Samwha Capacitor | +29.94% | |
| Semiconductor Equipment | Mirae | +29.89% | |
| Quantum Cryptography & Computing | Photon | +30.00% | |
| Battery | Intekplus | +26.68% | |
| Telecom Equipment | Lightron Fiber-optic Devices | +29.86% | |
| Hydrogen Energy (Fuel Cells) | Samwha Electronics | +29.78% | |
| System Semiconductors | Sigetronics | +29.99% | |
| MLCC (Multilayer Ceramic Capacitors) | Samwha Capacitor | +29.94% |
Every strong theme on May 22 closed with all of its listed stocks higher. EV led with an average change of 16.9%, and all 10 of its stocks rose.
Semiconductor Equipment came close behind at 16.83% and is now on a 2-day streak, led by Mirae at 29.89%. Quantum Cryptography & Computing followed at 16.18%, led by Photon at 30.0%.
Samwha Capacitor rose 29.94% and led both EV and MLCC (Multilayer Ceramic Capacitors). MLCC came back after a 36-day gap, with all 9 of its stocks higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | EV | recurred after 24 days | +16.9% | 10/10 | Samwha Capacitor |
| 2 | Semiconductor Equipment | 2 days running | +16.8% | 10/10 | Mirae |
| 3 | Quantum Cryptography & Computing | recurred after 3 days | +16.2% | 10/10 | Photon |
| 4 | Battery | recurred after 18 days | +15.2% | 10/10 | Intekplus |
| 5 | Telecom Equipment | 3 days running | +15.0% | 10/10 | Lightron Fiber-optic Devices |
| 6 | Hydrogen Energy (Fuel Cells) | 2 days running | +14.5% | 10/10 | Samwha Electronics |
| 7 | System Semiconductors | 2 days running | +14.4% | 10/10 | Sigetronics |
| 8 | MLCC (Multilayer Ceramic Capacitors) | recurred after 36 days | +14.3% | 9/9 | Samwha Capacitor |
Theme by Theme
1. EV (recurred after 24 days)
- Episode: started 2026-05-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +29.9% | 102,000 | ★ |
Samwha Electronics 011230 | +29.8% | 2,680 | |
Dae-il 092200 | +23.4% | 9,110 | |
KEC 092220 | +16.5% | 6,790 | |
Samwha Electric 009470 | +15.7% | 42,000 | |
Almac 354320 | +13.3% | 95,200 | |
Kumho HT 214330 | +12.8% | 3,395 | |
Enchem 348370 | +11.1% | 38,650 | |
Cosmo Advanced Materials & Technology 005070 | +8.6% | 54,600 | |
Amogreentech 125210 | +8.0% | 12,210 |
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- [특징주] 삼화콘덴서, MLCC 호황 기대감에 상한가…52주 최고가 경신 — 아주경제 (Korean)
- [EBN 데이터센터] 22일 상승 종목 30選…삼화콘덴서·미래산업 상한가 — EBN (Korean)
- [장중수급포착] 삼화콘덴서, 기관 7일 연속 순매수행진… 주가 +29.94% — 뉴스핌 (Korean)
2. Semiconductor Equipment (2 days running)
- Episode: started 2026-05-21, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae 025560 | +29.9% | 35,850 | ★ |
Intekplus 064290 | +26.7% | 35,850 | |
Jusung Engineering 036930 | +20.9% | 224,000 | |
Yest 122640 | +16.9% | 30,100 | |
SFA Semicon 036540 | +14.5% | 10,250 | |
Iste 212710 | +13.1% | 11,420 | |
Exicon 092870 | +12.1% | 35,300 | |
Green Optics 0015G0 | +12.0% | 27,450 | |
Top Engineering 065130 | +11.8% | 4,685 | |
GnBS eco 382800 | +10.3% | 9,180 |
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- [장중수급포착] 미래산업, 외국인/기관 동시 순매수… 주가 +29.89% — 뉴스핌 (Korean)
- [장중수급포착] 미래산업, 기관 5일 연속 순매수행진… 주가 +25.72% — 뉴스핌 (Korean)
3. Quantum Cryptography & Computing (recurred after 3 days)
- Episode: started 2026-05-22, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Photon 208710 | +30.0% | 2,730 | ★ |
Axgate 356680 | +24.2% | 21,200 | |
Korea Advanced Materials 062970 | +21.5% | 3,160 | |
Korea Computer & Systems 115500 | +15.6% | 15,850 | |
Solid 050890 | +15.2% | 18,130 | |
Dream Security 203650 | +12.9% | 3,550 | |
Q.S.ICo 066310 | +11.4% | 14,000 | |
Ictk 456010 | +10.9% | 26,550 | |
Wooriro 046970 | +10.8% | 9,600 | |
Woori-Net 115440 | +9.3% | 14,120 |
4. Battery (recurred after 18 days)
- Episode: started 2026-05-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Intekplus 064290 | +26.7% | 35,850 | ★ |
DaejooElectronicMaterials 078600 | +18.3% | 156,800 | |
Megatouch 446540 | +16.8% | 9,900 | |
Sama Aluminium 006110 | +16.0% | 96,400 | |
Apro 262260 | +14.7% | 9,150 | |
Almac 354320 | +13.3% | 95,200 | |
Ecopro 086520 | +12.9% | 146,500 | |
Top Engineering 065130 | +11.8% | 4,685 | |
Enchem 348370 | +11.1% | 38,650 | |
Ecopro BM 247540 | +10.8% | 216,000 |
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5. Telecom Equipment (3 days running)
- Episode: started 2026-05-20, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Lightron Fiber-optic Devices 069540 | +29.9% | 6,610 | ★ |
Korea Advanced Materials 062970 | +21.5% | 3,160 | |
Solid 050890 | +15.2% | 18,130 | |
KMW 032500 | +14.1% | 36,400 | |
Opticis 109080 | +14.1% | 14,100 | |
Sawnics 088280 | +12.1% | 5,240 | |
VISSEM Electronics 072950 | +11.8% | 15,760 | |
LIG Accuver 073490 | +11.1% | 47,750 | |
Wooriro 046970 | +10.8% | 9,600 | |
RF Materials 327260 | +9.8% | 96,700 |
6. Hydrogen Energy (Fuel Cells) (2 days running)
- Episode: started 2026-05-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Electronics 011230 | +29.8% | 2,680 | ★ |
Vina Tech 126340 | +19.1% | 169,000 | |
Doosan Fuel Cell 336260 | +17.6% | 98,200 | |
S-Energy 095910 | +14.1% | 2,350 | |
Iste 212710 | +13.1% | 11,420 | |
SK 034730 | +11.5% | 642,000 | |
S-Prism 288620 | +11.3% | 10,030 | |
Dit 110990 | +10.2% | 27,550 | |
Pyung Hwa Holdings 010770 | +9.2% | 5,000 | |
Bumhan Fuel Cell 382900 | +8.9% | 28,700 |
7. System Semiconductors (2 days running)
- Episode: started 2026-05-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sigetronics 429270 | +30.0% | 8,930 | ★ |
Anapass 123860 | +20.2% | 22,500 | |
Winpac 097800 | +18.1% | 2,300 | |
SFA Semicon 036540 | +14.5% | 10,250 | |
Signetics 033170 | +12.6% | 830 | |
LX Semicon 108320 | +11.1% | 62,200 | |
Ictk 456010 | +10.9% | 26,550 | |
Fadu 440110 | +9.9% | 128,300 | |
Sapien Semiconductors 452430 | +8.7% | 53,000 | |
Zaram Technology 389020 | +8.1% | 43,850 |
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8. MLCC (Multilayer Ceramic Capacitors) (recurred after 36 days)
- Episode: started 2026-05-22, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +29.9% | 102,000 | ★ |
Avatec 149950 | +22.9% | 15,700 | |
DaejooElectronicMaterials 078600 | +18.3% | 156,800 | |
Amotech 052710 | +16.8% | 22,800 | |
Samsung Electro-mechanics 009150 | +11.3% | 1,340,000 | |
Onejoon 382840 | +10.3% | 8,660 | |
Cosmo Advanced Materials & Technology 005070 | +8.6% | 54,600 | |
Gis 306620 | +8.1% | 3,420 | |
Korchip 126730 | +2.3% | 22,200 |
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- [오늘 A주] 종전 기대감에 반등…MLCC 관련주 급등 — 뉴스핌 (Korean)
Closing Thoughts
Telecom Equipment has the longest run, a 3-day streak, with Lightron Fiber-optic Devices up 29.86%. Hydrogen Energy (Fuel Cells) and System Semiconductors are each on a 2-day streak.
Battery came back after an 18-day gap with an average change of 15.23%. The next sessions will show whether returning themes like this one last beyond a single day.