May 2: 2 Strong Themes — 5G / Telecom Equipment, System Semiconductors
2 strong themes — 2 recurred. Top: 5G / Telecom Equipment +10.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| 5G / Telecom Equipment | Wiable | +15.68% | |
| System Semiconductors | Korea Robot Manufacturing | +6.60% |
Two themes led the session on 2019-05-02, and every stock in both closed higher. 5G / Telecom Equipment came back after 24 days with an average change of 10.94%.
Wiable led the 5G group with a 15.68% gain on volume of 30954845 shares. Ace Technologies rose 11.62% and Gigalane added 5.53%.
System Semiconductors came back after 3 days with an average change of 6.99%. Telechips gained 8.2%, leader Korea Robot Manufacturing 6.6% and Techwing 6.17%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | 5G / Telecom Equipment | recurred after 24 days | +10.9% | 3/3 | Wiable |
| 2 | System Semiconductors | recurred after 3 days | +7.0% | 3/3 | Korea Robot Manufacturing |
Theme by Theme
1. 5G / Telecom Equipment (recurred after 24 days)
- Episode: started 2019-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wiable 065530 | +15.7% | 5,090 | ★ |
Ace Technologies 088800 | +11.6% | 23,325 | |
Gigalane 049080 | +5.5% | 25,750 |
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2. System Semiconductors (recurred after 3 days)
- Episode: started 2019-05-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Telechips 054450 | +8.2% | 13,200 | |
Korea Robot Manufacturing 093640 | +6.6% | 4,520 | ★ |
Techwing 089030 | +6.2% | 7,848 |
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Closing Thoughts
Both themes are only one day into a new run, each with a streak of 1. The next data point is whether 5G / Telecom Equipment keeps rising after May 2 or fades as it did before its 24-day gap.
News on May 2 linked the System Semiconductors move to President Moon pushing to build up the sector. The next few sessions will show whether that news keeps the 3 stocks moving.