Jan 21: 2 Strong Themes — OLED Displays, Steel Majors
2 strong themes — 2 recurred. Top: OLED Displays +6.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| OLED Displays | Wonik IPS | +8.65% | |
| Steel Majors | KG Dongbusteel | +7.51% |
Two themes stood out on 2019-01-21, both returning after long gaps. OLED Displays led with an average change of 6.11%, and all 4 of its stocks closed higher.
Wonik Tera Semicon had the day’s biggest gain at 8.86%, ahead of theme leader Wonik IPS at 8.65%. Yas rose 5.44%, while LG Display gained a smaller 1.5%.
Steel Majors came next with an average change of 4.06%, and all 3 of its stocks rose. Leader KG Dongbusteel climbed 7.51%, with Hyundai Steel Company up 2.58% and POSCO Holdings up 2.1%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | OLED Displays | recurred after 122 days | +6.1% | 4/4 | Wonik IPS |
| 2 | Steel Majors | recurred after 145 days | +4.1% | 3/3 | KG Dongbusteel |
Theme by Theme
1. OLED Displays (recurred after 122 days)
- Episode: started 2019-01-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Tera Semicon 123100 | +8.9% | 14,750 | |
Wonik IPS 240810 | +8.7% | 20,100 | ★ |
Yas 255440 | +5.4% | 18,400 | |
LG Display 034220 | +1.5% | 18,763 |
Related news
- [특징주]야스, OLED 투자확대 수혜 기대에
강세— 이데일리 (Korean) - [특징주]실리콘웍스, OLED TV 실적 기대에 강세 — 이데일리 (Korean)
- [ET투자뉴스]야스, “OLED TV 가치…” BUY(유지)-유안타증권 — 전자신문 (Korean)
2. Steel Majors (recurred after 145 days)
- Episode: started 2019-01-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KG Dongbusteel 016380 | +7.5% | 38,167 | ★ |
Hyundai Steel Company 004020 | +2.6% | 51,700 | |
POSCO Holdings 005490 | +2.1% | 268,000 |
Related news
- 동부제철, 5.16% 오르며 체결강도 강세 지속(174%) — 서울경제 (Korean)
- 동부제철, 전일 대비 9.39% 상승.. 일일회전율은 0.47% 기록 — 서울경제 (Korean)
- [한경로보뉴스] ‘동부제철’ 5% 이상 상승, 2018.3Q, 매출액 6,684억(+0.6%), 영업이익 16억(-82.9%) — 한국경제 (Korean)
Closing Thoughts
OLED Displays came back after a gap of 122 days and Steel Majors after 145 days. Both are on a streak of 1, so the next data point is whether either run lasts beyond one session.
Headlines that day linked Yas to expectations of more OLED Displays investment. Steel coverage focused on share-price strength at Dongbu Steel.