Mar 6: 8 Strong Themes — OLED Displays, Cancer Immunotherapy
8 strong themes — 8 recurred. Top: OLED Displays +10.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| OLED Displays | FNS Tech | +29.97% | |
| Cancer Immunotherapy | Y-Biologics | +23.76% | |
| Neuromorphic Semiconductors | Zaram Technology | +21.38% | |
| Superconductors | Korea Cable T.V Chung-buk System | +29.97% | |
| Gene Therapy & Genomics | Bioneercorporation | +17.13% | |
| Defense & War | Hanwha Aerospace | +10.09% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Hanwha Aerospace | +10.09% | |
| CXL (Compute Express Link) | TLB | +12.13% |
Eight themes rallied on 2024-03-06, and every listed stock in each one closed higher. OLED Displays led with an average change of 10.2%, as FNS Tech rose 29.97%.
Cancer Immunotherapy posted an average change of 8.98%, led by Y-Biologics at 23.76%. In Superconductors, Korea Cable T.V Chung-buk System rose 29.97%.
Hanwha Aerospace led both Defense & War and Space & Aerospace (Nuri Rocket, Satellites) with a 10.09% gain. TLB led CXL (Compute Express Link) at 12.13%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | OLED Displays | recurred after 6 days | +10.2% | 9/9 | FNS Tech |
| 2 | Cancer Immunotherapy | recurred after 12 days | +9.0% | 10/10 | Y-Biologics |
| 3 | Neuromorphic Semiconductors | recurred after 12 days | +8.1% | 4/4 | Zaram Technology |
| 4 | Superconductors | recurred after 2 days | +7.7% | 10/10 | Korea Cable T.V Chung-buk System |
| 5 | Gene Therapy & Genomics | recurred after 15 days | +6.4% | 9/9 | Bioneercorporation |
| 6 | Defense & War | recurred after 7 days | +6.1% | 9/9 | Hanwha Aerospace |
| 7 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 16 days | +6.1% | 9/9 | Hanwha Aerospace |
| 8 | CXL (Compute Express Link) | recurred after 2 days | +5.7% | 8/8 | TLB |
Theme by Theme
1. OLED Displays (recurred after 6 days)
- Episode: started 2024-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
FNS Tech 083500 | +30.0% | 13,010 | ★ |
JMT 094970 | +18.4% | 7,200 | |
WONIK Materials 104830 | +8.3% | 34,500 | |
Korea Computer 054040 | +8.0% | 7,540 | |
Sunic System 171090 | +7.4% | 27,600 | |
HB Solution 297890 | +6.8% | 4,565 | |
INNOX Advanced Materials 272290 | +4.8% | 31,800 | |
Wonik IPS 240810 | +4.2% | 35,100 | |
Hims 238490 | +4.0% | 6,320 |
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2. Cancer Immunotherapy (recurred after 12 days)
- Episode: started 2024-03-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Y-Biologics 338840 | +23.8% | 11,250 | ★ |
ABL Bio 298380 | +14.0% | 27,300 | |
GI Innovation 358570 | +12.2% | 13,700 | |
Qurient 115180 | +8.0% | 4,595 | |
NKGen Biotech Korea 182400 | +6.5% | 1,898 | |
Chabiotech 085660 | +6.0% | 18,090 | |
Cellid 299660 | +5.7% | 4,085 | |
Vaxcell-Bio Therapeutics 323990 | +5.3% | 20,400 | |
OSCOTECInc 039200 | +4.6% | 25,100 | |
ISU Abxis 086890 | +3.8% | 6,020 |
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- [특징주] 와이바이오로직스, 4월 미국서 ‘AR062’ 항체 연구결과 발표 소식에 강세 — 이투데이 (Korean)
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3. Neuromorphic Semiconductors (recurred after 12 days)
- Episode: started 2024-03-06, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Zaram Technology 389020 | +21.4% | 49,100 | ★ |
Openedges Technology 394280 | +6.6% | 33,900 | |
Nepes Ark 330860 | +4.2% | 35,850 | |
Nepes 033640 | +0.2% | 20,900 |
4. Superconductors (recurred after 2 days)
- Episode: started 2024-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Cable T.V Chung-buk System 066790 | +30.0% | 4,250 | ★ |
Ascendio 012170 | +29.9% | 1,254 | |
Shinsung Delta Tech 065350 | +5.2% | 110,600 | |
SuNAM 294630 | +2.8% | 5,840 | |
Vitzro Tech 042370 | +2.8% | 8,060 | |
Hanyang Eng 045100 | +2.3% | 16,720 | |
LS ELECTRIC 010120 | +1.7% | 79,100 | |
Dcksung 004830 | +1.3% | 8,470 | |
Power Logics 047310 | +0.3% | 10,100 | |
Inzi Controls 023800 | +0.2% | 8,110 |
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5. Gene Therapy & Genomics (recurred after 15 days)
- Episode: started 2024-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bioneercorporation 064550 | +17.1% | 33,500 | ★ |
Genome&Company 314130 | +12.6% | 9,900 | |
Amicogen 092040 | +6.4% | 6,290 | |
SyntekaBio 226330 | +5.3% | 11,270 | |
GC Biopharma 006280 | +3.8% | 121,500 | |
TiumBio 321550 | +3.8% | 8,030 | |
Olipass 244460 | +3.5% | 588 | |
Geninus 389030 | +2.5% | 2,050 | |
Celemics 331920 | +2.5% | 4,030 |
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6. Defense & War (recurred after 7 days)
- Episode: started 2024-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Aerospace 012450 | +10.1% | 204,000 | ★ |
Hanwha Systems 272210 | +7.8% | 18,450 | |
COTS Technology 448710 | +7.3% | 19,000 | |
SatrecInitiative 099320 | +7.0% | 33,750 | |
Korea Aerospace Industries 047810 | +5.7% | 53,900 | |
STX Engine 077970 | +4.9% | 13,180 | |
i3system 214430 | +4.3% | 34,850 | |
SNT Motiv 064960 | +4.2% | 46,650 | |
Kencoa Aerospace 274090 | +3.9% | 11,740 |
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7. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 16 days)
- Episode: started 2024-03-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Aerospace 012450 | +10.1% | 204,000 | ★ |
Hanyang Digitech 078350 | +9.8% | 15,700 | |
Hanwha Systems 272210 | +7.8% | 18,450 | |
SatrecInitiative 099320 | +7.0% | 33,750 | |
Korea Aerospace Industries 047810 | +5.7% | 53,900 | |
Intellian Technologies 189300 | +5.2% | 57,100 | |
Kencoa Aerospace 274090 | +3.9% | 11,740 | |
SuNAM 294630 | +2.8% | 5,840 | |
Vitzro Tech 042370 | +2.8% | 8,060 |
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8. CXL (Compute Express Link) (recurred after 2 days)
- Episode: started 2024-03-06, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
TLB 356860 | +12.1% | 28,200 | ★ |
Neosem 253590 | +8.0% | 14,950 | |
Openedges Technology 394280 | +6.6% | 33,900 | |
Exicon 092870 | +6.1% | 19,470 | |
OKins Electronics 080580 | +5.7% | 11,990 | |
Qualitas Semiconductor 432720 | +3.5% | 40,300 | |
Fadu 440110 | +2.2% | 20,750 | |
Korea Circuit 007810 | +1.0% | 20,200 |
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- [특징주]티엘비, CXL D램 PCB 모듈 개발해 샘플 공급…올해 영업익 860% ↑ 전망 — 아시아경제 (Korean)
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Closing Thoughts
News flow framed several moves: FNS Tech announced a share buyback, and Y-Biologics plans to present AR062 antibody data in the US in April.
Superconductors rose a day after Mar 5 headlines on a disappointing PCPOSOS presentation. The CXL (Compute Express Link) episode extends to Mar 8, the longest at 3 days.