Aug 30: 8 Strong Themes — OLED Displays, Deepfakes

August 30, 2024 · #OLED Displays #Deepfakes #Cybersecurity #Galaxy Supply Chain #Smartphones #iPhone Supply Chain #Nuclear #Semiconductor Equipment

8 strong themes — 2 running · 6 recurred. Top: OLED Displays +9.0%.

Strong themes8 Top change+9.0% LeaderPoongwon Precision

Average change by strong theme

Average change of member stocks, by theme · descending
OLED Displays
+9.0%
Deepfakes
+8.9%
Cybersecurity
+7.8%
Galaxy Supply Chain
+7.1%
Smartphones
+5.9%
iPhone Supply Chain
+5.9%
Nuclear
+5.7%
Semiconductor Equipment
+5.1%

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 -
ThemeLeaderChangeTrend
OLED DisplaysPoongwon Precision+18.39%
DeepfakesM eighty-three+29.95%
CybersecurityRaonSecure+14.35%
Galaxy Supply ChainBHCo+16.34%
SmartphonesJahwa Electronics+10.56%
iPhone Supply ChainBHCo+16.34%
NuclearAprogen+7.28%
Semiconductor EquipmentWot+10.79%

All eight strong themes on 2024-08-30 closed with every member stock higher. OLED Displays led with an average change of 8.97%, returning after a 50-day gap.

Deepfakes averaged 8.91% on day 2 of its streak, led by M eighty-three at 29.95%. Cybersecurity hit a 4-day streak, with RaonSecure up 14.35% in both groups.

Handset parts joined in, with BHCo up 16.34% leading both Galaxy Supply Chain and iPhone Supply Chain. Duk San Neolux rose 9.06% and appeared in four of the eight themes.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1OLED Displaysrecurred after 50 days+9.0%10/10Poongwon Precision
2Deepfakes2 days running+8.9%8/8M eighty-three
3Cybersecurity4 days running+7.8%10/10RaonSecure
4Galaxy Supply Chainrecurred after 46 days+7.1%10/10BHCo
5Smartphonesrecurred after 24 days+5.9%9/9Jahwa Electronics
6iPhone Supply Chainrecurred after 3 days+5.9%10/10BHCo
7Nuclearrecurred after 3 days+5.7%9/9Aprogen
8Semiconductor Equipmentrecurred after 2 days+5.1%10/10Wot

Theme by Theme

1. OLED Displays (recurred after 50 days)

StockChangeCloseLeader
Poongwon Precision 371950+18.4%12,490★
Sunic System 171090+17.6%48,450
HVM 295310+11.6%14,610
Duk San Neolux 213420+9.1%33,700
INNOX Advanced Materials 272290+7.4%29,000
P&H Tech 239890+7.0%9,590
DONGAELTEKCo 088130+6.8%7,420
YMC 155650+4.1%3,840
Philoptics 161580+4.0%16,150
Advanced Process Systems 265520+3.8%19,090

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2. Deepfakes (2 days running)

StockChangeCloseLeader
M eighty-three 476080+29.9%27,550★
RaonSecure 042510+14.3%2,390
ESTsoft 047560+9.8%15,520
CrowdWorks 355390+6.1%16,230
Sands Lab 411080+5.3%9,660
SPSoft 443670+2.4%9,350
Alchera 347860+2.4%2,610
PLANTYNETCo 075130+0.9%3,255

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3. Cybersecurity (4 days running)

StockChangeCloseLeader
RaonSecure 042510+14.3%2,390★
Monitorapp 434480+13.8%5,030
Axgate 356680+11.7%4,805
ESTsoft 047560+9.8%15,520
Openbase 049480+6.8%2,580
Pintel 291810+5.9%2,785
Sands Lab 411080+5.3%9,660
SGA Solutions 184230+4.1%536
Softcamp 258790+3.5%1,013
Ictk 456010+2.5%10,090

4. Galaxy Supply Chain (recurred after 46 days)

StockChangeCloseLeader
BHCo 090460+16.3%23,850★
Jahwa Electronics 033240+10.6%21,250
Duk San Neolux 213420+9.1%33,700
INNOX Advanced Materials 272290+7.4%29,000
Se Gyung Hi Tech 148150+6.9%6,670
Sekonix 053450+4.8%5,700
Interflex 051370+4.5%12,230
Synopex 025320+4.0%7,900
Dreamtech 192650+3.9%9,270
NEWFLEXTECHNOLGYCo 085670+3.8%5,180

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5. Smartphones (recurred after 24 days)

StockChangeCloseLeader
Jahwa Electronics 033240+10.6%21,250★
Duk San Neolux 213420+9.1%33,700
Se Gyung Hi Tech 148150+6.9%6,670
Xplus 373200+5.5%707
Sungwooelectronics 081580+4.8%4,035
Interflex 051370+4.5%12,230
Synopex 025320+4.0%7,900
Dreamtech 192650+3.9%9,270
DK Tech 290550+3.8%12,380

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6. iPhone Supply Chain (recurred after 3 days)

StockChangeCloseLeader
BHCo 090460+16.3%23,850★
Duk San Neolux 213420+9.1%33,700
INNOX Advanced Materials 272290+7.4%29,000
YMT 251370+4.9%9,190
Derkwoo Electronics 263600+4.8%6,620
Interflex 051370+4.5%12,230
HyVISION SYSTEM 126700+3.4%18,880
LG Innotek 011070+3.4%278,000
LG Display 034220+2.8%11,260
SK hynix 000660+2.4%173,700

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7. Nuclear (recurred after 3 days)

StockChangeCloseLeader
Woori Technology, Incorporation 032820+9.2%2,260
T. K 023160+7.7%14,700
Aprogen 007460+7.3%1,620★
Korea Electronic Power Industrial Development 130660+5.3%13,050
Hanyang Eng 045100+5.2%18,620
Sung Kwang Bend 014620+4.3%15,840
G2Power 388050+4.3%6,710
DK-Lok 105740+4.0%8,470
Jeil Technos 038010+3.4%6,960

8. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
Wot 396470+10.8%11,500★
PSK Holdings 031980+7.3%52,900
Hanyang Eng 045100+5.2%18,620
Kctech 281820+5.0%35,450
Systems Technology 039440+4.0%24,650
Justem 417840+3.8%8,730
Imt 451220+3.8%9,900
Advanced Process Systems 265520+3.8%19,090
Zeus 079370+3.6%15,130
KoMi 183300+3.5%67,700

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Closing Thoughts

Six of the eight themes were on day 1 after a gap, so the next session shows whether they can repeat. Only Deepfakes and Cybersecurity carry an active streak.

In Semiconductor Equipment, leader Wot rose 10.79% on reports tied to Nvidia’s liquid cooling. Nuclear averaged 5.65% with no news attached in the data.