May 7: 7 Strong Themes — Kiosks / Cybersecurity / Cloud Computing, Semiconductors
7 strong themes — 1 running · 4 recurred · 2 new. Top: Kiosks / Cybersecurity / Cloud Computing +9.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Kiosks / Cybersecurity / Cloud Computing | Hunesion | +18.28% | |
| Semiconductors | Rorze Systems | +10.25% | |
| Galaxy Supply Chain / Foldable Phones | KH Vatec | +10.40% | |
| Masks | Toptec Company | +9.60% | |
| Games / Mobile Games | Anic | +11.84% | - |
| Cement & Ready-Mix Concrete | Union | +6.10% | |
| Battery | V-one Tech | +6.35% |
Seven themes closed higher on May 7, and every listed stock in each theme rose. Kiosks / Cybersecurity / Cloud Computing led with an average change of 9.71%.
Hunesion led that group with a gain of 18.28%, and Korea Computer & Systems rose 14.65%. Next came Semiconductors at 9.04%, the only theme on a 2-day streak.
Several themes came back after a break. Masks returned after 13 days and Battery after 66 days. Cement & Ready-Mix Concrete returned after 15 days, led by Union.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Kiosks / Cybersecurity / Cloud Computing | new | +9.7% | 6/6 | Hunesion |
| 2 | Semiconductors | 2 days running | +9.0% | 4/4 | Rorze Systems |
| 3 | Galaxy Supply Chain / Foldable Phones | new | +7.5% | 4/4 | KH Vatec |
| 4 | Masks | recurred after 13 days | +7.1% | 3/3 | Toptec Company |
| 5 | Games / Mobile Games | recurred after 31 days | +6.7% | 4/4 | Anic |
| 6 | Cement & Ready-Mix Concrete | recurred after 15 days | +5.3% | 3/3 | Union |
| 7 | Battery | recurred after 66 days | +4.2% | 5/5 | V-one Tech |
Theme by Theme
1. Kiosks / Cybersecurity / Cloud Computing (new)
- Episode: started 2020-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hunesion 290270 | +18.3% | 4,950 | ★ |
Korea Computer & Systems 115500 | +14.7% | 4,540 | |
NICE Infra 063570 | +10.2% | 6,600 | |
Douzone Bizon 012510 | +6.8% | 95,600 | |
Ksign 192250 | +5.4% | 12,650 | |
Dream Security 203650 | +2.9% | 1,357 |
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2. Semiconductors (2 days running)
- Episode: started 2020-05-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Mecaro 241770 | +10.6% | 12,000 | |
Rorze Systems 071280 | +10.2% | 5,430 | ★ |
SFA Semicon 036540 | +8.0% | 5,690 | |
KohYoungTechnology 098460 | +7.4% | 17,800 |
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3. Galaxy Supply Chain / Foldable Phones (new)
- Episode: started 2020-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KH Vatec 060720 | +10.4% | 20,700 | ★ |
CHEMTRONICSCo 089010 | +7.5% | 12,950 | |
BHCo 090460 | +7.2% | 17,750 | |
Interflex 051370 | +4.9% | 10,650 |
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- 07일, 기관 코스닥에서 동진쎄미켐(+4.42%), KH바텍(+10.4%) 등 순매수 — 한국경제 (Korean)
- [fnRASSI]KH바텍(060720) 현재 +8.8% — 파이낸셜뉴스 (Korean)
4. Masks (recurred after 13 days)
- Episode: started 2020-05-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Toptec Company 108230 | +9.6% | 23,400 | ★ |
Lemon 294140 | +8.1% | 27,625 | |
KPM Tech 042040 | +3.5% | 61,121 |
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5. Games / Mobile Games (recurred after 31 days)
- Episode: started 2020-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Anic 299910 | +11.8% | 27,715 | ★ |
Thumbage 208640 | +6.2% | 6,578 | |
DoubleUGames 192080 | +4.5% | 51,403 | |
Me2on 201490 | +4.1% | 6,070 |
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- [장중수급포착] 베스파, 외국인 8일 연속 순매수행진… 주가 +3.24% — 뉴스핌 (Korean)
6. Cement & Ready-Mix Concrete (recurred after 15 days)
- Episode: started 2020-05-07, day 1
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- [강세 토픽] 건자재 - 시멘트 테마, 유니온 +16.79%, 고려시멘트 +8.12% — 조선일보 (Korean)
- [강세 토픽] 건자재 - 시멘트 테마, 삼표시멘트 +18.51%, 고려시멘트 +10.18% — 조선일보 (Korean)
7. Battery (recurred after 66 days)
- Episode: started 2020-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
V-one Tech 251630 | +6.3% | 7,200 | ★ |
Philoptics 161580 | +6.0% | 9,700 | |
People & Technology 137400 | +3.8% | 9,840 | |
SKC 011790 | +2.8% | 47,090 | |
Sangsinenergydisplayprecision 091580 | +2.3% | 6,280 |
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Closing Thoughts
The next question is whether the 2-day run in Semiconductors, led by Rorze Systems, continues. New themes such as Galaxy Supply Chain / Foldable Phones, led by KH Vatec at 10.4%, face their first test of follow-through.
Dream Security traded 31133934 shares, the highest volume of any stock listed, on a gain of only 2.88%. The coming sessions will show whether that level of trading holds.