Jan 9: 8 Strong Themes — Metaverse & VR, LED

January 9, 2024 · #Metaverse & VR #LED #Micro LED #Gene Therapy & Genomics #Semiconductor Equipment #Semiconductor Materials & Components #Virtual Reality (VR) #OLED Displays

8 strong themes — 2 running · 6 recurred. Top: Metaverse & VR +10.8%.

Strong themes8 Top change+10.8% LeaderGiantstep

Average change by strong theme

Average change of member stocks, by theme · descending

Metaverse & VR

+10.8%

LED

+10.1%

Micro LED

+7.6%

Gene Therapy & Genomics

+7.5%

Semiconductor Equipment

+7.1%

Semiconductor Materials & Components

+6.8%

Virtual Reality (VR)

+6.2%

OLED Displays

+6.1%

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 -

Theme	Leader	Change	Trend
Metaverse & VR	-	-	-
LED	-	-	-
Micro LED	-	-	-
Gene Therapy & Genomics	-	-	-
Semiconductor Equipment	-	-	-
Semiconductor Materials & Components	-	-	-
Virtual Reality (VR)	-	-	-
OLED Displays	-	-	-

On Jan 9, 2024, Metaverse & VR led the strong themes with an average change of 10.79%, and all 9 of its stocks closed higher. Giantstep topped the group at 28.25%.

LED came next with an average change of 10.11%, returning after a gap of 504 days. Auk rose 29.91% and VISSEM Electronics rose 29.82%, and all 10 stocks closed up.

Only the semiconductor themes were on a 2-day streak. Semiconductor Equipment averaged 7.07%, and Semiconductor Materials & Components averaged 6.82%.

Today’s Strong Themes at a Glance

#	Theme	Status	Avg. change	Up/Total	Leader
1	Metaverse & VR	recurred after 4 days	+10.8%	9/9	-
2	LED	recurred after 504 days	+10.1%	10/10	-
3	Micro LED	recurred after 117 days	+7.6%	5/5	-
4	Gene Therapy & Genomics	recurred after 26 days	+7.5%	10/10	-
5	Semiconductor Equipment	2 days running	+7.1%	8/8	-
6	Semiconductor Materials & Components	2 days running	+6.8%	10/10	-
7	Virtual Reality (VR)	recurred after 4 days	+6.2%	8/8	-
8	OLED Displays	recurred after 18 days	+6.1%	8/8	-

Theme by Theme

1. Metaverse & VR (recurred after 4 days)

Episode: started 2024-01-09, day 1

Stock	Change	Close
Giantstep `289220`	+28.2%	16,300
Com2uS N `291230`	+22.2%	4,285
Wysiwyg Studios `299900`	+10.7%	4,035
Skonec Entertainment `276040`	+9.4%	11,780
Virnect `438700`	+6.3%	10,530
Innodep `303530`	+5.8%	12,030
Dexter studios `206560`	+5.1%	10,280
Hanbit Soft `047080`	+4.7%	3,000
Eone Diagnomics Genome Center `245620`	+4.7%	427

2. LED (recurred after 504 days)

Episode: started 2024-01-09, day 1

Stock	Change	Close
Auk `017900`	+29.9%	2,780
VISSEM Electronics `072950`	+29.8%	5,790
Samjin LND `054090`	+7.2%	1,823
GnBS eco `382800`	+6.9%	6,010
Advanced Nano Products `121600`	+6.4%	121,600
RFsemiTechnologies `096610`	+6.0%	4,160
Lumens Bios `038060`	+5.2%	1,388
Sungho Electronics `043260`	+3.9%	1,469
Lake Materials `281740`	+3.1%	19,450
Elcomtec `037950`	+2.7%	1,332

3. Micro LED (recurred after 117 days)

Episode: started 2024-01-09, day 1

Stock	Change	Close
Auk `017900`	+29.9%	2,780
Lumens Bios `038060`	+5.2%	1,388
Q.S.ICo `066310`	+1.9%	10,190
YoungWoo DSP `143540`	+0.7%	1,107
Koses `089890`	+0.2%	12,340

4. Gene Therapy & Genomics (recurred after 26 days)

Episode: started 2024-01-09, day 1

Stock	Change	Close
Macrogen `038290`	+29.8%	26,150
Psomagen `950200`	+9.6%	5,700
Bioneercorporation `064550`	+6.7%	34,150
Geninus `389030`	+5.7%	2,670
SD Biosensor `137310`	+5.3%	12,000
Eone Diagnomics Genome Center `245620`	+4.7%	427
Genomictree `228760`	+3.8%	27,500
Genexine `095700`	+3.5%	10,020
LabGenomics `084650`	+3.0%	4,100
Seegene `096530`	+2.8%	23,900

5. Semiconductor Equipment (2 days running)

Episode: started 2024-01-08, day 2

Stock	Change	Close
Apact `200470`	+15.1%	4,450
Laserssel `412350`	+7.8%	9,840
Dit `110990`	+7.1%	21,850
GnBS eco `382800`	+6.9%	6,010
Xavis `254120`	+6.1%	2,520
Kctech `281820`	+5.4%	32,150
Pro2000 `321260`	+4.4%	2,835
Pamtek `271830`	+3.7%	3,815

6. Semiconductor Materials & Components (2 days running)

Episode: started 2024-01-08, day 2

Stock	Change	Close
Protec Mems Technology `147760`	+18.0%	6,300
KEC `092220`	+17.1%	1,850
3S Korea `060310`	+6.1%	3,740
Kctech `281820`	+5.4%	32,150
OKins Electronics `080580`	+4.5%	10,720
ISC `095340`	+4.5%	81,600
Micro2nano `424980`	+3.6%	16,170
KX Hitech `052900`	+3.4%	1,265
Lake Materials `281740`	+3.1%	19,450
New Power Plasma `144960`	+2.5%	5,020

7. Virtual Reality (VR) (recurred after 4 days)

Episode: started 2024-01-09, day 1

Stock	Change	Close
Wysiwyg Studios `299900`	+10.7%	4,035
Skonec Entertainment `276040`	+9.4%	11,780
Innosimulation `274400`	+6.6%	17,800
Total Soft Bank `045340`	+5.6%	4,905
Dexter studios `206560`	+5.1%	10,280
Hanbit Soft `047080`	+4.7%	3,000
Elentec `054210`	+4.4%	10,150
JCH Systems `033320`	+2.8%	5,120

8. OLED Displays (recurred after 18 days)

Episode: started 2024-01-09, day 1

Stock	Change	Close
Pims `347770`	+8.9%	4,220
T-Robotics `117730`	+8.8%	22,200
Dit `110990`	+7.1%	21,850
Advanced Nano Products `121600`	+6.4%	121,600
HB Solution `297890`	+4.7%	6,000
DMS `068790`	+4.7%	6,970
Pro2000 `321260`	+4.4%	2,835
Jusung Engineering `036930`	+3.6%	33,150

Closing Thoughts

The next point to watch is whether the 2-day streak in the two semiconductor themes continues. Every other theme on the list showed up for just one day.

Overlap between themes also deserves attention. Auk appeared in both LED and Micro LED, and Wysiwyg Studios appeared in both Metaverse & VR and Virtual Reality (VR).