Feb 28: 8 Strong Themes — Semiconductor Equipment, OLED Displays
8 strong themes — 8 recurred. Top: Semiconductor Equipment +8.2%.
Strong themes8
Top change+8.2%
LeaderJusung Engineering
Average change by strong theme
Average change of member stocks, by theme · descending
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 |
|---|---|---|---|
| Semiconductor Equipment | Jusung Engineering | +13.96% | |
| OLED Displays | Sunic System | +7.16% | |
| Semiconductor Materials & Components | S&S Tech | +17.35% | |
| AI & Robotics | Hyulim ROBOT | +7.05% | |
| Defense & War | Hanwha Aerospace | +8.60% | |
| Coupang | Showbox | +12.33% | |
| NFTs | Galaxia SM | +0.75% | |
| Virtual Reality (VR) | Sekonix | +7.18% |
On Feb 28, all eight strong themes finished with every member stock higher. Semiconductor Equipment led with an average change of 8.24%, headed by Jusung Engineering at 13.96%.
OLED Displays averaged 8.0%, as leader Sunic System reported a deposition equipment supply deal. In Semiconductor Materials & Components, S&S Tech jumped 17.35%.
Beyond chips, AI & Robotics averaged 6.07% and Defense & War averaged 4.23%. Hanwha Aerospace rose 8.6% and led the defense group.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 2 days | +8.2% | 9/9 | Jusung Engineering |
| 2 | OLED Displays | recurred after 7 days | +8.0% | 9/9 | Sunic System |
| 3 | Semiconductor Materials & Components | recurred after 2 days | +6.3% | 10/10 | S&S Tech |
| 4 | AI & Robotics | recurred after 6 days | +6.1% | 9/9 | Hyulim ROBOT |
| 5 | Defense & War | recurred after 6 days | +4.2% | 10/10 | Hanwha Aerospace |
| 6 | Coupang | recurred after 203 days | +3.7% | 10/10 | Showbox |
| 7 | NFTs | recurred after 8 days | +3.2% | 8/8 | Galaxia SM |
| 8 | Virtual Reality (VR) | recurred after 33 days | +3.1% | 8/8 | Sekonix |
Theme by Theme
1. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2024-02-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jusung Engineering 036930 | +14.0% | 40,000 | ★ |
EO Technics 039030 | +12.2% | 202,000 | |
HANMI Semiconductor 042700 | +8.9% | 90,100 | |
Nextin 348210 | +8.4% | 74,800 | |
PSK Holdings 031980 | +6.6% | 43,450 | |
LOTVacuum 083310 | +6.6% | 22,700 | |
Neosem 253590 | +5.9% | 13,400 | |
Tfe 425420 | +5.9% | 32,250 | |
Cymechs 160980 | +5.6% | 15,910 |
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2. OLED Displays (recurred after 7 days)
- Episode: started 2024-02-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Jusung Engineering 036930 | +14.0% | 40,000 | |
JMT 094970 | +12.0% | 5,800 | |
Charm Engineering 009310 | +10.7% | 642 | |
Yas 255440 | +7.9% | 12,300 | |
Sunic System 171090 | +7.2% | 26,200 | ★ |
LOTVacuum 083310 | +6.6% | 22,700 | |
Dit 110990 | +5.0% | 23,200 | |
FNS Tech 083500 | +4.9% | 10,490 | |
Toptec Company 108230 | +3.9% | 7,980 |
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3. Semiconductor Materials & Components (recurred after 2 days)
- Episode: started 2024-02-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S&S Tech 101490 | +17.4% | 44,650 | ★ |
OKins Electronics 080580 | +6.7% | 10,780 | |
Micro2nano 424980 | +5.9% | 13,210 | |
DNFCo 092070 | +5.9% | 21,150 | |
LTC 170920 | +5.2% | 15,620 | |
FNS Tech 083500 | +4.9% | 10,490 | |
Tiger Elec 219130 | +4.8% | 35,000 | |
Dongjin Semichem 005290 | +4.5% | 36,800 | |
Megatouch 446540 | +3.9% | 4,725 | |
Mi 059090 | +3.7% | 9,520 |
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4. AI & Robotics (recurred after 6 days)
- Episode: started 2024-02-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Innodep 303530 | +12.0% | 14,690 | |
Artist Company 321820 | +9.0% | 17,300 | |
Hanwha Aerospace 012450 | +8.6% | 194,500 | |
Hyulim ROBOT 090710 | +7.0% | 3,265 | ★ |
Smec 099440 | +5.5% | 4,050 | |
Robotis 108490 | +3.7% | 28,100 | |
Nepes 033640 | +3.6% | 19,870 | |
Brainzcompany 099390 | +3.0% | 7,810 | |
RoboRobo 215100 | +2.2% | 5,140 |
5. Defense & War (recurred after 6 days)
- Episode: started 2024-02-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Aerospace 012450 | +8.6% | 194,500 | ★ |
SNT Dynamics 003570 | +4.9% | 18,340 | |
Hanwha 000880 | +4.6% | 29,450 | |
Kia 000270 | +4.5% | 117,700 | |
Hyundai-Rotem 064350 | +4.0% | 34,150 | |
SNT Motiv 064960 | +3.5% | 44,650 | |
Haein 003010 | +3.2% | 5,730 | |
Poongsan 103140 | +3.2% | 43,100 | |
COTS Technology 448710 | +3.0% | 17,210 | |
Duksanhimetal 077360 | +2.8% | 6,680 |
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6. Coupang (recurred after 203 days)
- Episode: started 2024-02-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Showbox 086980 | +12.3% | 4,420 | ★ |
Artist Company 321820 | +9.0% | 17,300 | |
Hecto Financial 234340 | +5.2% | 22,400 | |
KCTC 009070 | +2.6% | 3,980 | |
Hyungkuk F&B 189980 | +2.6% | 2,200 | |
Kec Holdings 006200 | +1.6% | 968 | |
Next Entertainment World 160550 | +1.1% | 3,995 | |
Dae-il 092200 | +1.1% | 4,550 | |
Autech 067170 | +0.7% | 4,430 | |
Dongbang Transport & Logistics 004140 | +0.5% | 2,180 |
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7. NFTs (recurred after 8 days)
- Episode: started 2024-02-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Company K Partners 307930 | +9.0% | 7,260 | |
Aton 158430 | +4.8% | 4,330 | |
Com2uS Holdings 063080 | +4.4% | 36,450 | |
Wemade 112040 | +2.0% | 48,100 | |
NAVER 035420 | +2.0% | 204,000 | |
FSN 214270 | +1.8% | 2,885 | |
Mgame 058630 | +1.2% | 5,920 | |
Galaxia SM 011420 | +0.8% | 3,375 | ★ |
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8. Virtual Reality (VR) (recurred after 33 days)
- Episode: started 2024-02-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Devsisters 194480 | +7.4% | 42,750 | |
Sekonix 053450 | +7.2% | 8,060 | ★ |
Raontech 418420 | +4.2% | 6,730 | |
Dexter studios 206560 | +1.9% | 8,190 | |
SNUPrecision 080000 | +1.5% | 3,005 | |
Shindo Eng. Lab 290520 | +1.4% | 3,540 | |
Skonec Entertainment 276040 | +1.0% | 10,090 | |
Samsung Electronics 005930 | +0.4% | 73,200 |
Closing Thoughts
Every theme on the list came back after a break, and each has a streak of 1. The open question is whether any of them lasts past one session. Only OLED Displays has an episode running to 2024-02-29.
The Coupang theme returned after a gap of 203 days and averaged 3.66%. Showbox led it with a gain of 12.33%.