Aug 5: 8 Strong Themes — 5G, Telecom Equipment
8 strong themes — 3 running · 5 recurred. Top: 5G +19.5%.
Strong themes8
Top change+19.5%
LeaderInno Instrument
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 | Inno Instrument | +30.00% | |
| Telecom Equipment | Inno Instrument | +30.00% | |
| AI & Robotics | Becu AI | +29.93% | |
| Robotics (Industrial & Collaborative) | Justek | +24.19% | |
| Optical Communications | Lightron Fiber-optic Devices | +29.89% | |
| Semiconductor Equipment | Gigalane | +21.84% | |
| Electric Cables | KBI Metal | +29.99% | |
| Defense & War | RF Materials | +12.69% |
On Aug 5, 5G led the session with an average change of 19.46%, and all 10 of its stocks closed higher. Telecom Equipment followed at 18.65%, also with 10 of 10 up.
Inno Instrument led both themes with a 30.0% gain, closing at 988. Lightron Fiber-optic Devices rose 29.89% and OE Solutions added 29.84%.
Optical Communications came back after a 5-day gap, with an average change of 13.53%. News headlines linked the move to a US review of curbs on Chinese data center parts.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | 5G | 2 days running | +19.5% | 10/10 | Inno Instrument |
| 2 | Telecom Equipment | 2 days running | +18.6% | 10/10 | Inno Instrument |
| 3 | AI & Robotics | 3 days running | +14.2% | 10/10 | Becu AI |
| 4 | Robotics (Industrial & Collaborative) | recurred after 2 days | +13.8% | 10/10 | Justek |
| 5 | Optical Communications | recurred after 5 days | +13.5% | 10/10 | Lightron Fiber-optic Devices |
| 6 | Semiconductor Equipment | recurred after 2 days | +12.1% | 10/10 | Gigalane |
| 7 | Electric Cables | recurred after 13 days | +11.8% | 8/8 | KBI Metal |
| 8 | Defense & War | recurred after 5 days | +11.7% | 10/10 | RF Materials |
Theme by Theme
1. 5G (2 days running)
- Episode: started 2026-08-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Inno Instrument 215790 | +30.0% | 988 | ★ |
Lightron Fiber-optic Devices 069540 | +29.9% | 2,890 | |
OE Solutions 138080 | +29.8% | 25,150 | |
Gigalane 049080 | +21.8% | 10,990 | |
TAIHAN Fiberoptics 010170 | +18.6% | 12,070 | |
Ace Technologies 088800 | +15.6% | 2,080 | |
Pentastone Electronics 332570 | +14.1% | 9,400 | |
Sawnics 088280 | +12.2% | 2,770 | |
Kostecsys 355150 | +12.0% | 19,030 | |
Zaram Technology 389020 | +10.7% | 22,000 |
Related news
- 알에프텍, 북미向 차세대 5G 안테나 필터 유닛 양산에 7%대 강세[특징주] — 이데일리 (Korean)
2. Telecom Equipment (2 days running)
- Episode: started 2026-08-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Inno Instrument 215790 | +30.0% | 988 | ★ |
Lightron Fiber-optic Devices 069540 | +29.9% | 2,890 | |
OE Solutions 138080 | +29.8% | 25,150 | |
Gigalane 049080 | +21.8% | 10,990 | |
Ace Technologies 088800 | +15.6% | 2,080 | |
VISSEM Electronics 072950 | +13.1% | 8,550 | |
RF Materials 327260 | +12.7% | 33,750 | |
Sawnics 088280 | +12.2% | 2,770 | |
TMC 217590 | +10.8% | 13,750 | |
Zaram Technology 389020 | +10.7% | 22,000 |
Related news
- [서울데이터랩]코스닥 거래상위 종목 급등세…빛과전자·이노인스트루먼트·마키나락스 상한가 — 서울신문 (Korean)
3. AI & Robotics (3 days running)
- Episode: started 2026-08-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Becu AI 148780 | +29.9% | 3,885 | ★ |
MakinaRocks 477850 | +29.9% | 29,800 | |
Yujin Robot 056080 | +15.2% | 14,260 | |
Newen AI 463020 | +14.0% | 10,330 | |
Robostar 090360 | +10.0% | 76,800 | |
Saltlux 304100 | +9.4% | 18,600 | |
Agos 175140 | +8.8% | 2,600 | |
T-Robotics 117730 | +8.5% | 14,600 | |
LG Electronics 066570 | +8.5% | 179,500 | |
Simplatform 444530 | +8.2% | 4,750 |
4. Robotics (Industrial & Collaborative) (recurred after 2 days)
- Episode: started 2026-08-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Elensys 264850 | +29.8% | 6,530 | |
Justek 153890 | +24.2% | 8,470 | ★ |
Yujin Robot 056080 | +15.2% | 14,260 | |
Higen RNM 160190 | +13.0% | 17,650 | |
Ajinextek 059120 | +11.7% | 6,980 | |
Robostar 090360 | +10.0% | 76,800 | |
Keyang Electric Machinery 012200 | +9.0% | 4,115 | |
Cymechs 160980 | +8.7% | 32,000 | |
T-Robotics 117730 | +8.5% | 14,600 | |
Hyulim ROBOT 090710 | +8.1% | 7,640 |
5. Optical Communications (recurred after 5 days)
- Episode: started 2026-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lightron Fiber-optic Devices 069540 | +29.9% | 2,890 | ★ |
TAIHAN Fiberoptics 010170 | +18.6% | 12,070 | |
Seoul Viosys 092190 | +14.2% | 5,940 | |
Sungho Electronics 043260 | +13.0% | 19,000 | |
RF Materials 327260 | +12.7% | 33,750 | |
TMC 217590 | +10.8% | 13,750 | |
Zaram Technology 389020 | +10.7% | 22,000 | |
LS 006260 | +9.5% | 329,000 | |
Mercury 100590 | +8.5% | 3,565 | |
Woori-Net 115440 | +7.4% | 7,660 |
Related news
- 광통신株, 미국 中부품 수입금지 추진에 강세…오이솔루션 ‘상한가’ — 매일신문 (Korean)
- [특징주] 美, 중국산 데이터센터 부품 규제 검토…광통신株 일제히 급등 — 메트로경제 (Korean)
- [급등락주 짚어보기] 美 규제로 광통신 훈풍 탄 코스닥···빛과전자·오이솔루션 ‘상한가’ — 이투데이 (Korean)
6. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2026-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gigalane 049080 | +21.8% | 10,990 | ★ |
Imt 451220 | +13.6% | 10,000 | |
Hmnex 036170 | +12.8% | 2,900 | |
Exicon 092870 | +11.4% | 16,100 | |
Green Resource 402490 | +10.6% | 7,310 | |
Asflow 159010 | +10.5% | 16,500 | |
KC 029460 | +10.4% | 31,850 | |
Nepes Ark 330860 | +10.1% | 27,300 | |
Robostar 090360 | +10.0% | 76,800 | |
Protec 053610 | +9.6% | 64,800 |
7. Electric Cables (recurred after 13 days)
- Episode: started 2026-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Metal 024840 | +30.0% | 4,985 | ★ |
Dawon Cable 006340 | +12.0% | 15,450 | |
Taihan Cable & Solution 001440 | +11.6% | 28,450 | |
LS 006260 | +9.5% | 329,000 | |
Iljin Electric 103590 | +8.9% | 61,100 | |
Gaon Cable 000500 | +8.5% | 158,900 | |
LS Eco Energy 229640 | +7.7% | 47,600 | |
LS Marine Solution 060370 | +6.6% | 31,400 |
Related news
- 팔란티어 실적에 AI 수익성 불안 ‘뚝’… 전선주, 동반 강세 — 머니투데이 (Korean)
8. Defense & War (recurred after 5 days)
- Episode: started 2026-08-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TAIHAN Fiberoptics 010170 | +18.6% | 12,070 | |
Ace Technologies 088800 | +15.6% | 2,080 | |
STX Engine 077970 | +15.2% | 28,100 | |
Poongsan 103140 | +14.5% | 80,700 | |
RF Materials 327260 | +12.7% | 33,750 | ★ |
Kisan Telecom 035460 | +9.6% | 2,340 | |
Woori Technology, Incorporation 032820 | +8.2% | 11,730 | |
RF Systems 474610 | +7.7% | 7,140 | |
Firstec 010820 | +7.6% | 6,200 | |
RFHIC 218410 | +7.3% | 52,300 |
Related news
- [급등락주 짚어보기] AI 네트워크·2차전지 기술 기대…RF머트리얼즈·삼기에너지솔루션즈 등 ‘上 — 이투데이 (Korean)
Closing Thoughts
AI & Robotics has now risen for 3 days in a row, with an average change of 14.23%. Becu AI led the theme with a 29.93% gain. The next session will show whether the streak continues.
Electric Cables returned after 13 days, with an average change of 11.85%, as KBI Metal gained 29.99%. Defense & War also came back after 5 days, at 11.69%.