Aug 13: 8 Strong Themes — OLED Displays, Semiconductor Equipment
8 strong themes — 2 running · 6 recurred. Top: OLED Displays +19.4%.
Strong themes8
Top change+19.4%
LeaderP&H Tech
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 |
|---|---|---|---|
| OLED Displays | P&H Tech | +17.27% | |
| Semiconductor Equipment | Pro2000 | +29.85% | |
| Semiconductor Materials & Components | Protec Mems Technology | +9.80% | |
| GLP-1 & Obesity Drugs | Bluemtec | +12.94% | |
| COVID (Diagnostics, Treatments, Vaccines) | Inbiogen | +14.29% | |
| Pharma | Green Lifescience | +12.34% | |
| Shipbuilding | HJ Shipbuilding & Construction | +8.24% | |
| Airlines & Low-Cost Carriers | Korean Air Lines | +5.45% |
OLED Displays led the Aug 13 session with an average change of 19.38%, and all 10 of its stocks rose. Pims gained 29.89% and LG Display 22.49%.
Chip names followed. Semiconductor Equipment rose for a second straight day at an average change of 9.3%, led by Pro2000, while Semiconductor Materials & Components averaged 7.66%.
Health care moved broadly: GLP-1 & Obesity Drugs averaged 7.58%, COVID (Diagnostics, Treatments, Vaccines) 7.4% on a 2-day streak, and Pharma 5.67%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | OLED Displays | recurred after 8 days | +19.4% | 10/10 | P&H Tech |
| 2 | Semiconductor Equipment | 2 days running | +9.3% | 10/10 | Pro2000 |
| 3 | Semiconductor Materials & Components | recurred after 5 days | +7.7% | 10/10 | Protec Mems Technology |
| 4 | GLP-1 & Obesity Drugs | recurred after 9 days | +7.6% | 10/10 | Bluemtec |
| 5 | COVID (Diagnostics, Treatments, Vaccines) | 2 days running | +7.4% | 10/10 | Inbiogen |
| 6 | Pharma | recurred after 8 days | +5.7% | 10/10 | Green Lifescience |
| 7 | Shipbuilding | recurred after 6 days | +3.8% | 6/6 | HJ Shipbuilding & Construction |
| 8 | Airlines & Low-Cost Carriers | recurred after 7 days | +2.5% | 7/7 | Korean Air Lines |
Theme by Theme
1. OLED Displays (recurred after 8 days)
- Episode: started 2025-08-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Pims 347770 | +29.9% | 2,260 | |
Pro2000 321260 | +29.9% | 2,545 | |
S-chem 475660 | +26.1% | 6,150 | |
Duk San Neolux 213420 | +24.6% | 46,600 | |
LG Display 034220 | +22.5% | 13,290 | |
P&H Tech 239890 | +17.3% | 6,450 | ★ |
JMT 094970 | +13.9% | 2,870 | |
Duksan Techopia 317330 | +10.3% | 19,640 | |
EMnI 083470 | +10.1% | 934 | |
Korea Computer 054040 | +9.3% | 5,370 |
Related news
- 미국서 中 OLED 퇴출 소식에…LG디스플레이 19%대 ‘급등’ — 한국경제 (Korean)
- 中 BOE, 美 OLED 시장서 퇴출 LG디스플레이 주가 22% 급등 — 매일경제 (Korean)
- [특징주] 美서 ‘中 OLED’ 퇴출되나…LG디스플레이, 21% 강세 — 메트로경제 (Korean)
2. Semiconductor Equipment (2 days running)
- Episode: started 2025-08-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Pro2000 321260 | +29.9% | 2,545 | ★ |
Kctech 281820 | +9.7% | 35,700 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +9.2% | 8,500 | |
Tokai Carbon Korea 064760 | +8.3% | 115,200 | |
Wonik IPS 240810 | +7.3% | 40,900 | |
Auros Technology 322310 | +6.6% | 21,900 | |
Advanced Process Systems 265520 | +6.3% | 19,110 | |
Park Systems 140860 | +5.5% | 261,000 | |
GlobalStandardTechnology 083450 | +5.4% | 20,700 | |
Systems Technology 039440 | +4.8% | 19,770 |
3. Semiconductor Materials & Components (recurred after 5 days)
- Episode: started 2025-08-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Duksan Techopia 317330 | +10.3% | 19,640 | |
ISC 095340 | +10.3% | 64,400 | |
Protec Mems Technology 147760 | +9.8% | 2,520 | ★ |
Kctech 281820 | +9.7% | 35,700 | |
Tokai Carbon Korea 064760 | +8.3% | 115,200 | |
INNOX Advanced Materials 272290 | +7.8% | 26,850 | |
OKins Electronics 080580 | +5.2% | 7,440 | |
Hansol IONES 114810 | +5.1% | 9,020 | |
Nepes 033640 | +5.1% | 12,000 | |
KEC 092220 | +5.1% | 788 |
4. GLP-1 & Obesity Drugs (recurred after 9 days)
- Episode: started 2025-08-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Peptron 087010 | +14.2% | 349,000 | |
Inventage Lab 389470 | +13.5% | 34,800 | |
Bluemtec 439580 | +12.9% | 6,110 | ★ |
OliX Pharmaceuticals 226950 | +9.9% | 54,900 | |
D&D Pharmatech 347850 | +7.1% | 142,500 | |
Raphas 214260 | +6.0% | 15,500 | |
KoBioLabs 348150 | +3.8% | 5,260 | |
Il Dong Pharmaceutical 249420 | +3.7% | 20,350 | |
Handok 002390 | +2.3% | 12,310 | |
Yuhan 000100 | +2.2% | 113,400 |
Related news
- [특징주] 블루엠텍, 한국노바티스 ‘렉비오’ 개원가 유통 총판 계약 소식에 15%↑ — 이투데이 (Korean)
- 블루엠텍, ‘렉비오’ 개원가 유통 총판 계약 소식에 17%↑ — 한국경제 (Korean)
5. COVID (Diagnostics, Treatments, Vaccines) (2 days running)
- Episode: started 2025-08-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Inbiogen 101140 | +14.3% | 11,040 | ★ |
Peptron 087010 | +14.2% | 349,000 | |
GeneOne Life Science 011000 | +8.1% | 2,470 | |
Sugentech 253840 | +7.1% | 7,820 | |
Cellid 299660 | +5.9% | 4,215 | |
CTC Bio 060590 | +5.5% | 6,700 | |
LigaChem Biosciences 141080 | +5.3% | 155,800 | |
Kukjeon 307750 | +5.3% | 4,190 | |
Daewoong 003090 | +4.4% | 22,500 | |
NGeneBio 354200 | +3.9% | 1,942 |
Related news
- [특징주] “코로나19 증가세 지속”…인바이오젠, 24% 급등 — 디지털타임스 (Korean)
- [장중수급포착] 인바이오젠, 외국인 6일 연속 순매수행진… 주가 +24.74% — 뉴스핌 (Korean)
6. Pharma (recurred after 8 days)
- Episode: started 2025-08-13, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Green Lifescience 114450 | +12.3% | 3,140 | ★ |
Cellbion 308430 | +11.8% | 28,050 | |
Hanall Biopharma 009420 | +7.8% | 29,200 | |
Kukjeon 307750 | +5.3% | 4,190 | |
Shinpoong Pharmaceutical 019170 | +3.7% | 13,670 | |
Il Dong Pharmaceutical 249420 | +3.7% | 20,350 | |
ST Pharm 237690 | +3.5% | 93,700 | |
RPbio 314140 | +3.2% | 6,150 | |
ChoA Pharmaceutical 034940 | +2.8% | 1,089 | |
Samil Pharmaceutical 000520 | +2.6% | 10,270 |
7. Shipbuilding (recurred after 6 days)
- Episode: started 2025-08-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +8.2% | 15,630 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +6.6% | 379,500 | |
HD Hyundai Heavy Industries 329180 | +2.5% | 467,000 | |
Hanwha Ocean 042660 | +2.2% | 106,300 | |
HD Hyundai Mipo 010620 | +2.1% | 189,900 | |
Samsung Heavy Industries 010140 | +1.2% | 19,030 |
Related news
- ‘외국인 6359억 순매수’ 코스피, 3220 고지 탈환…반도체·조선·디스플레이주 강세 [투자360] — 헤럴드경제 (Korean)
8. Airlines & Low-Cost Carriers (recurred after 7 days)
- Episode: started 2025-08-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korean Air Lines 003490 | +5.5% | 25,150 | ★ |
Hanjinkal 180640 | +3.9% | 119,900 | |
Air Busan 298690 | +2.5% | 2,070 | |
Jejuair 089590 | +1.8% | 6,890 | |
Jin Air 272450 | +1.7% | 8,920 | |
Asiana Airlines 020560 | +1.6% | 9,530 | |
AK Holdings 006840 | +0.9% | 11,710 |
Related news
- 델타-대한항공, 美 애틀랜타 노선 ‘수하물 원격검사(IRBS)’ 도입… 수속·환승 편의↑ — 동아일보 (Korean)
Closing Thoughts
Two themes now have a 2-day streak: Semiconductor Equipment and COVID (Diagnostics, Treatments, Vaccines). The next data point is whether either one continues into a third session.
OLED Displays returned after an 8-day gap, and headlines tied the move to Chinese OLED Displays leaving the US market. Shipbuilding (3.81%) and Airlines & Low-Cost Carriers (2.54%) rose by less.