Oct 29: 4 Strong Themes — Political Ties (Oh Se-hoon), Optical Communications
4 strong themes — 1 running · 3 recurred. Top: Political Ties (Oh Se-hoon) +10.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Political Ties (Oh Se-hoon) | Chinyang Chemical | +15.84% | |
| Optical Communications | Seoul Viosys | +30.00% | |
| Telecom Equipment | Gigalane | +2.58% | |
| 5G | Gigalane | +2.58% |
Four themes stood out in the Oct 29 session, and every listed stock in each one closed higher. Political Ties (Oh Se-hoon) led with an average change of 10.82% across 3 stocks.
That theme came back after a 6-day gap, with Chinyang Chemical up 15.84% to close at 2450. Chinyang Poly Urethane rose 11.64% and Chin Yang Industry gained 4.98%.
Optical Communications rose for a second straight day, with an average change of 6.15% and all 8 stocks up. Its leader, Seoul Viosys, jumped 30.0% to close at 8580.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Oh Se-hoon) | recurred after 6 days | +10.8% | 3/3 | Chinyang Chemical |
| 2 | Optical Communications | 2 days running | +6.2% | 8/8 | Seoul Viosys |
| 3 | Telecom Equipment | recurred after 3 days | +4.2% | 10/10 | Gigalane |
| 4 | 5G | recurred after 3 days | +2.4% | 10/10 | Gigalane |
Theme by Theme
1. Political Ties (Oh Se-hoon) (recurred after 6 days)
- Episode: started 2026-10-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chinyang Chemical 051630 | +15.8% | 2,450 | ★ |
Chinyang Poly Urethane 010640 | +11.6% | 2,685 | |
Chin Yang Industry 003780 | +5.0% | 5,900 |
2. Optical Communications (2 days running)
- Episode: started 2026-10-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Seoul Viosys 092190 | +30.0% | 8,580 | ★ |
RF Materials 327260 | +9.1% | 37,950 | |
Mercury 100590 | +3.6% | 4,625 | |
VISSEM Electronics 072950 | +2.6% | 16,050 | |
Sungho Electronics 043260 | +1.6% | 29,150 | |
Korea Advanced Materials 062970 | +1.5% | 2,330 | |
RFHIC 218410 | +0.6% | 51,800 | |
TAIHAN Fiberoptics 010170 | +0.3% | 15,030 |
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3. Telecom Equipment (recurred after 3 days)
- Episode: started 2026-10-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RF Materials 327260 | +9.1% | 37,950 | |
KMW 032500 | +5.8% | 18,760 | |
Joosung 109070 | +5.7% | 6,120 | |
Asia Pacific Satellite lnc 211270 | +4.5% | 9,000 | |
Intellian Technologies 189300 | +3.9% | 56,700 | |
Mercury 100590 | +3.6% | 4,625 | |
Agos 175140 | +3.0% | 2,235 | |
Gigalane 049080 | +2.6% | 7,150 | ★ |
VISSEM Electronics 072950 | +2.6% | 16,050 | |
Korea Advanced Materials 062970 | +1.5% | 2,330 |
4. 5G (recurred after 3 days)
- Episode: started 2026-10-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KMW 032500 | +5.8% | 18,760 | |
Global SM Tech 900070 | +4.2% | 1,075 | |
Agos 175140 | +3.0% | 2,235 | |
Gigalane 049080 | +2.6% | 7,150 | ★ |
Telcoware 078000 | +1.7% | 13,490 | |
Korea Advanced Materials 062970 | +1.5% | 2,330 | |
HFR 230240 | +1.4% | 10,080 | |
Wooriro 046970 | +1.4% | 7,970 | |
Ubiquoss 264450 | +1.4% | 10,420 | |
LG Uplus 032640 | +1.1% | 13,940 |
Closing Thoughts
Telecom Equipment and 5G both came back after a 3-day gap, with average changes of 4.21% and 2.4%. Gigalane led both themes with a 2.58% rise.
Several names appeared in more than one theme, including RF Materials at 9.05% and KMW at 5.75%. The next thing to check is whether Optical Communications rises for a third day in a row.