Dec 22: 8 Strong Themes — OLED Displays, Ferrite
8 strong themes — 8 recurred. Top: OLED Displays +10.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| OLED Displays | i-Components | +29.95% | |
| Ferrite | Samwha Electronics | +29.99% | |
| Cancer Immunotherapy | PharmAbcine | +29.83% | - |
| Political Ties (Han Dong-hoon) | Dt&cro | +29.95% | |
| System Semiconductors | Gaonchips | +19.79% | |
| Rare Earths & Rare Metals | Samwha Electronics | +29.99% | |
| Biosimilars | PharmAbcine | +29.83% | - |
| Semiconductor Equipment | Exicon | +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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | OLED Displays | recurred after 22 days | +10.8% | 9/9 | i-Components |
| 2 | Ferrite | recurred after 44 days | +8.4% | 10/10 | Samwha Electronics |
| 3 | Cancer Immunotherapy | recurred after 3 days | +8.3% | 10/10 | PharmAbcine |
| 4 | Political Ties (Han Dong-hoon) | recurred after 2 days | +7.8% | 6/6 | Dt&cro |
| 5 | System Semiconductors | recurred after 2 days | +7.4% | 10/10 | Gaonchips |
| 6 | Rare Earths & Rare Metals | recurred after 44 days | +6.6% | 10/10 | Samwha Electronics |
| 7 | Biosimilars | recurred after 38 days | +5.6% | 10/10 | PharmAbcine |
| 8 | Semiconductor Equipment | recurred after 4 days | +5.3% | 9/9 | Exicon |
Theme by Theme
1. OLED Displays (recurred after 22 days)
- Episode: started 2023-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-12-22, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-12-22, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-12-22, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2023-12-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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.