Aug 9: 6 Strong Themes — Battery / EV, OLED Displays

August 9, 2021 · #Battery / EV #OLED Displays #Foldable Phones / Flexible Displays / Galaxy Supply Chain #Semiconductors #Banks #Crypto & Bitcoin

6 strong themes — 6 recurred. Top: Battery / EV +18.9%.

Strong themes6 Top change+18.9% LeaderEcopro

Average change by strong theme

Average change of member stocks, by theme · descending
Battery / EV
+18.9%
OLED Displays
+9.9%
Foldable Phones / Flexible Displays / Galaxy Supply Chain
+5.3%
Semiconductors
+5.2%
Banks
+4.3%
Crypto & Bitcoin
+3.9%

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
Battery / EVEcopro+29.95%
OLED DisplaysYoungWoo DSP+9.52%
Foldable Phones / Flexible Displays / Galaxy Supply ChainDaeduck Electronics+5.78%
SemiconductorsFoosung+7.58%
BanksKakaoBank+12.46%-
Crypto & BitcoinAtinum Investment+5.34%

Battery / EV led the 2021-08-09 session with an average change of 18.85%. All 5 stocks in the theme rose, and leader Ecopro gained 29.95%.

OLED Displays followed with an average change of 9.86%, with all 3 stocks higher. HB Technology rose 10.14%, while leader YoungWoo DSP traded 32668065 shares.

In every theme on the list, all of the listed stocks closed higher. In Banks, KakaoBank jumped 12.46%, while Shinhan Financial Group rose 0.9%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery / EVrecurred after 10 days+18.9%5/5Ecopro
2OLED Displaysrecurred after 42 days+9.9%3/3YoungWoo DSP
3Foldable Phones / Flexible Displays / Galaxy Supply Chainrecurred after 592 days+5.3%5/5Daeduck Electronics
4Semiconductorsrecurred after 6 days+5.2%6/6Foosung
5Banksrecurred after 18 days+4.3%4/4KakaoBank
6Crypto & Bitcoinrecurred after 11 days+3.9%3/3Atinum Investment

Theme by Theme

1. Battery / EV (recurred after 10 days)

StockChangeCloseLeader
Ecopro 086520+29.9%17,678★
Shinsung Delta Tech 065350+23.1%20,000
Cosmo Advanced Materials & Technology 005070+16.6%48,650
Cosmochemical 005420+13.7%13,208
Sangsinenergydisplayprecision 091580+10.9%19,300

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2. OLED Displays (recurred after 42 days)

StockChangeCloseLeader
HB Technology 078150+10.1%3,475
FNS Tech 083500+9.9%14,950
YoungWoo DSP 143540+9.5%2,990★

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3. Foldable Phones / Flexible Displays / Galaxy Supply Chain (recurred after 592 days)

StockChangeCloseLeader
Optrontec 082210+7.1%10,200
Fine Technix 106240+6.8%4,190
Daeduck Electronics 353200+5.8%17,400★
Uti 179900+4.5%13,850
Interflex 051370+2.4%14,750

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4. Semiconductors (recurred after 6 days)

StockChangeCloseLeader
Foosung 093370+7.6%13,868★
S&S Tech 101490+6.7%36,000
KoMi 183300+5.4%36,568
UniTest 086390+4.7%25,700
EO Technics 039030+3.7%120,900
Wonik IPS 240810+3.5%50,500

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5. Banks (recurred after 18 days)

StockChangeCloseLeader
KakaoBank 323410+12.5%78,500★
Hana Financial Group 086790+2.4%44,300
KB Financial Group 105560+1.5%53,000
Shinhan Financial Group 055550+0.9%39,100

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6. Crypto & Bitcoin (recurred after 11 days)

StockChangeCloseLeader
Atinum Investment 021080+5.3%4,440★
Wizit 036090+3.4%3,926
Woori Technology Investment 041190+3.0%7,500

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Closing Thoughts

Every theme on the list returned after a gap, and each episode has lasted 1 day so far. Foldable Phones / Flexible Displays / Galaxy Supply Chain came back after 592 days without appearing.

Semiconductors posted an average change of 5.25% after a 6-day gap, led by Foosung. The open question is whether these one-day episodes carry into a second session.