Jul 1: 5 Strong Themes — Semiconductors, OLED Displays
5 strong themes — 1 running · 4 recurred. Top: Semiconductors +15.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductors | Genesem | +17.07% | |
| OLED Displays | Jusung Engineering | +21.79% | |
| Education & E-Learning | YBM Net | +12.72% | |
| North Korea | Chobi | +12.74% | |
| Political Ties (Lee Nak-yon) | TuksuConstruction | +8.06% |
On 2020-07-01, Semiconductors led the session with an average change of 15.46%. All 5 of its stocks closed higher, extending the theme’s streak to 2 days.
Jusung Engineering posted the largest gain at 21.79% and appeared in two themes. It also led OLED Displays, which returned after a 96-day gap with an average change of 10.06%.
Education & E-Learning averaged 8.74%, led by YBM Net at 12.72%. North Korea averaged 7.27%, and Political Ties (Lee Nak-yon) averaged 6.01%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductors | 2 days running | +15.5% | 5/5 | Genesem |
| 2 | OLED Displays | recurred after 96 days | +10.1% | 4/4 | Jusung Engineering |
| 3 | Education & E-Learning | recurred after 34 days | +8.7% | 3/3 | YBM Net |
| 4 | North Korea | recurred after 12 days | +7.3% | 5/5 | Chobi |
| 5 | Political Ties (Lee Nak-yon) | recurred after 35 days | +6.0% | 3/3 | TuksuConstruction |
Theme by Theme
1. Semiconductors (2 days running)
- Episode: started 2020-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Jusung Engineering 036930 | +21.8% | 6,820 | |
Micro Contact Solution 098120 | +20.1% | 4,520 | |
Genesem 217190 | +17.1% | 2,311 | ★ |
Worldexindustry&trading 101160 | +13.3% | 10,550 | |
LX Semicon 108320 | +5.0% | 40,550 |
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2. OLED Displays (recurred after 96 days)
- Episode: started 2020-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jusung Engineering 036930 | +21.8% | 6,820 | ★ |
YMC 155650 | +7.5% | 10,450 | |
FNS Tech 083500 | +7.4% | 9,130 | |
LG Display 034220 | +3.5% | 10,860 |
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3. Education & E-Learning (recurred after 34 days)
- Episode: started 2020-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
YBM Net 057030 | +12.7% | 8,240 | ★ |
MegaMD 133750 | +7.5% | 3,600 | |
i-Scream Edu 289010 | +6.0% | 8,420 |
4. North Korea (recurred after 12 days)
- Episode: started 2020-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chobi 001550 | +12.7% | 17,700 | ★ |
TuksuConstruction 026150 | +8.1% | 6,554 | |
EehwaConstruction 001840 | +5.8% | 6,366 | |
Kyungnong 002100 | +5.6% | 12,300 | |
Ananti 025980 | +4.2% | 10,050 |
5. Political Ties (Lee Nak-yon) (recurred after 35 days)
- Episode: started 2020-07-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TuksuConstruction 026150 | +8.1% | 6,554 | ★ |
Bumyang Construction 002410 | +5.0% | 4,700 | |
TK Chemical 104480 | +5.0% | 2,225 |
Closing Thoughts
Semiconductors is the only theme on a multi-day run, with a streak that began on Jun 30. The other four themes are recurrences, and each ran for only 1 day, Jul 1.
Jusung Engineering traded 26255105 shares, and YBM Net traded 14614992. TuksuConstruction showed up in both North Korea and Political Ties (Lee Nak-yon). Next, watch whether these themes last beyond a single session.