Dec 22: 8 Strong Themes — OLED Displays, Ferrite

December 22, 2023 · #OLED Displays #Ferrite #Cancer Immunotherapy #Political Ties (Han Dong-hoon) #System Semiconductors #Rare Earths & Rare Metals #Biosimilars #Semiconductor Equipment

8 strong themes — 8 recurred. Top: OLED Displays +10.8%.

Strong themes8 Top change+10.8% Leaderi-Components

Average change by strong theme

Average change of member stocks, by theme · descending
OLED Displays
+10.8%
Ferrite
+8.4%
Cancer Immunotherapy
+8.3%
Political Ties (Han Dong-hoon)
+7.8%
System Semiconductors
+7.4%
Rare Earths & Rare Metals
+6.6%
Biosimilars
+5.6%
Semiconductor Equipment
+5.3%

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
OLED Displaysi-Components+29.95%
FerriteSamwha Electronics+29.99%
Cancer ImmunotherapyPharmAbcine+29.83%-
Political Ties (Han Dong-hoon)Dt&cro+29.95%
System SemiconductorsGaonchips+19.79%
Rare Earths & Rare MetalsSamwha Electronics+29.99%
BiosimilarsPharmAbcine+29.83%-
Semiconductor EquipmentExicon+15.91%

On 2023-12-22, OLED Displays topped the strong themes with an average change of 10.81%, and all 9 of its stocks rose. Leader i-Components gained 29.95%.

Ferrite followed at 8.4%, led by Samwha Electronics at 29.99%. Headlines tied it to China’s rare earth tech export ban, which also lifted Rare Earths & Rare Metals by 6.6%.

PharmAbcine rose 29.83% to lead Cancer Immunotherapy, which averaged 8.34%. In System Semiconductors, Gaonchips gained 19.79% after reports of new supply contracts.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1OLED Displaysrecurred after 22 days+10.8%9/9i-Components
2Ferriterecurred after 44 days+8.4%10/10Samwha Electronics
3Cancer Immunotherapyrecurred after 3 days+8.3%10/10PharmAbcine
4Political Ties (Han Dong-hoon)recurred after 2 days+7.8%6/6Dt&cro
5System Semiconductorsrecurred after 2 days+7.4%10/10Gaonchips
6Rare Earths & Rare Metalsrecurred after 44 days+6.6%10/10Samwha Electronics
7Biosimilarsrecurred after 38 days+5.6%10/10PharmAbcine
8Semiconductor Equipmentrecurred after 4 days+5.3%9/9Exicon

Theme by Theme

1. OLED Displays (recurred after 22 days)

StockChangeCloseLeader
i-Components 059100+29.9%8,330★
Yas 255440+22.1%11,060
Solus Advanced Materials 336370+14.3%13,150
YoungWoo DSP 143540+7.5%991
Hansol IONES 114810+5.5%9,860
JMT 094970+5.4%4,070
APS 054620+4.6%6,610
DONGAELTEKCo 088130+4.0%3,215
Tse 131290+3.9%49,100

2. Ferrite (recurred after 44 days)

StockChangeCloseLeader
Samwha Electronics 011230+30.0%4,725★
Samwha Electric 009470+24.0%20,050
Sangshin Electronics 263810+11.3%4,390
Union Materials 047400+4.9%2,890
RN2 Technologies 148250+4.3%4,725
Hansol Technics 004710+3.3%7,054
EG 037370+1.8%12,210
Amosense 357580+1.7%11,680
Kespion 079190+1.7%3,585
CQV 101240+1.0%4,983

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3. Cancer Immunotherapy (recurred after 3 days)

StockChangeCloseLeader
PharmAbcine 208340+29.8%3,025★
Eutilex 263050+13.1%3,200
Hanall Biopharma 009420+8.4%37,600
ABL Bio 298380+7.1%23,250
Yuhan 000100+5.2%65,751
Chabiotech 085660+5.0%18,601
GC Cell 144510+4.6%44,050
Dong-a ST 170900+4.3%61,761
Yungjin Pharm 003520+3.2%2,095
CG Invites 083790+2.6%2,770

4. Political Ties (Han Dong-hoon) (recurred after 2 days)

StockChangeCloseLeader
Dt&cro 383930+29.9%10,500★
Taeyang Metal Industrial 004100+5.4%3,690
Daesang Holdings 084690+5.3%13,810
Xperix 317770+3.2%6,760
KleanNara 004540+1.7%2,675
Opasnet 173130+1.3%12,290

5. System Semiconductors (recurred after 2 days)

StockChangeCloseLeader
Gaonchips 399720+19.8%57,800★
Zaram Technology 389020+11.5%32,450
Asicland 445090+9.6%48,450
Openedges Technology 394280+7.4%26,050
CoAsia 045970+6.2%7,860
Imagis 115610+6.0%7,079
ADTechnology 200710+5.9%29,800
LX Semicon 108320+2.8%89,300
Telechips 054450+2.6%31,300
Fadu 440110+2.0%22,850

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6. Rare Earths & Rare Metals (recurred after 44 days)

StockChangeCloseLeader
Samwha Electronics 011230+30.0%4,725★
Woosung Materials 011300+7.7%13,090
Setopia 222810+5.9%10,725
Dongkuk Refractories & Steel 075970+5.2%3,630
Union Materials 047400+4.9%2,890
Union 000910+3.4%5,500
Cenotec 222420+3.1%1,610
Green Resource 402490+2.4%17,135
EG 037370+1.8%12,210
Novatech 285490+1.7%24,000

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7. Biosimilars (recurred after 38 days)

StockChangeCloseLeader
PharmAbcine 208340+29.8%3,025★
Hanall Biopharma 009420+8.4%37,600
Dong-a ST 170900+4.3%61,761
Boryung 003850+2.8%11,630
Prestige Biologics 334970+2.8%4,395
Binex 053030+2.1%8,670
Daewoong Pharma 069620+1.9%112,600
GC Biopharma 006280+1.8%125,000
Samsung Biologics 207940+1.1%1,059,656
Pangen Biotech 222110+0.9%6,650

8. Semiconductor Equipment (recurred after 4 days)

StockChangeCloseLeader
Exicon 092870+15.9%16,877★
Pemtron 168360+6.2%8,960
JNB 452160+4.9%14,440
Tse 131290+3.9%49,100
Park Systems 140860+3.7%174,200
Asflow 159010+3.7%10,680
JT 089790+3.4%8,920
Top Engineering 065130+3.1%5,640
Rorze Systems 071280+2.6%6,240

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Closing Thoughts

Every theme was a return after a gap, and Ferrite and Rare Earths & Rare Metals came back after 44 days. The open question is whether the export ban news keeps both groups active.

The data has the Cancer Immunotherapy and Biosimilars episodes lasting 6 days, to 2023-12-27, with PharmAbcine leading both. Political Ties (Han Dong-hoon), led by Dt&cro at 29.95%, ran to 2023-12-26.