Jun 24: 2 Strong Themes — North Korea, OLED Displays

June 24, 2019 · #North Korea #OLED Displays

2 strong themes — 2 recurred. Top: North Korea +10.1%.

Strong themes2 Top change+10.1% LeaderSamryoong

Average change by strong theme

Average change of member stocks, by theme · descending
North Korea
+10.1%
OLED Displays
+7.9%

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 -
ThemeLeaderChangeTrend
North KoreaSamryoong+24.87%
OLED DisplaysHims+9.38%

Two themes led the 2019-06-24 session, and every stock in both of them closed higher. North Korea led with an average change of 10.1%, and all 7 of its stocks rose.

Samryoong led that theme, rising 24.87% to close at 5900. Ilshin Stone followed with a gain of 11.09% on volume of 36230249 shares, the highest in the group.

OLED Displays came back after a 119-day gap, with an average change of 7.87% across 4 stocks that all rose. Hims led with a gain of 9.38%, and YoungWoo DSP was close behind at 9.09%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1North Korearecurred after 5 days+10.1%7/7Samryoong
2OLED Displaysrecurred after 119 days+7.9%4/4Hims

Theme by Theme

1. North Korea (recurred after 5 days)

StockChangeCloseLeader
Samryoong 014970+24.9%5,900★
Ilshin Stone 007110+11.1%3,405
Namkwang Engineering & Construction 001260+8.7%13,700
Hanchang 005110+7.9%11,936
Asia Seed 154030+6.8%7,970
Koas 071950+6.8%17,132
Kyungnong 002100+4.4%18,850

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2. OLED Displays (recurred after 119 days)

StockChangeCloseLeader
Hims 238490+9.4%12,848★
YoungWoo DSP 143540+9.1%1,380
Yas 255440+7.0%26,700
HB Technology 078150+6.0%3,630

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Closing Thoughts

Both themes are one-day episodes so far, each with a streak of 1. North Korea returned after a 5-day gap. The next sessions will show whether it continues past 2019-06-24.

The news on OLED Displays centred on Chinese demand and how much of Samsung Display’s capacity was in use. Whether that news holds up will shape the next reading of the theme.