Feb 21: 8 Strong Themes — System Semiconductors, OLED Displays
8 strong themes — 4 running · 4 recurred. Top: System Semiconductors +10.0%.
Strong themes8
Top change+10.0%
LeaderNepes Ark
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 |
|---|---|---|---|
| System Semiconductors | Nepes Ark | +29.93% | |
| OLED Displays | Advanced Nano Products | +27.74% | |
| On-Device AI | Nepes Ark | +29.93% | |
| Semiconductor Equipment | Nepes Ark | +29.93% | |
| Lithium | Cosmochemical | +12.46% | |
| Semiconductor Materials & Components | Ycchem | +1.42% | |
| HBM (High Bandwidth Memory) | Openedges Technology | +8.01% | |
| Crypto & Bitcoin | Gamsung | +9.02% |
On Feb 21, all eight strong themes closed with every member stock higher. System Semiconductors led with an average change of 9.96%, followed by OLED Displays at 8.39%.
Nepes Ark rose 29.93% and led three themes: System Semiconductors, On-Device AI and Semiconductor Equipment. Headlines cited its first upper limit since listing.
In OLED Displays, Advanced Nano Products gained 27.74% and Philoptics rose 24.72%. Signetics added 19.93% on volume of 98342789 shares, the heaviest in the set.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | System Semiconductors | recurred after 8 days | +10.0% | 10/10 | Nepes Ark |
| 2 | OLED Displays | recurred after 30 days | +8.4% | 10/10 | Advanced Nano Products |
| 3 | On-Device AI | recurred after 7 days | +8.3% | 6/6 | Nepes Ark |
| 4 | Semiconductor Equipment | 2 days running | +6.9% | 10/10 | Nepes Ark |
| 5 | Lithium | 2 days running | +4.2% | 8/8 | Cosmochemical |
| 6 | Semiconductor Materials & Components | 2 days running | +3.1% | 10/10 | Ycchem |
| 7 | HBM (High Bandwidth Memory) | recurred after 7 days | +3.1% | 7/7 | Openedges Technology |
| 8 | Crypto & Bitcoin | 2 days running | +2.5% | 6/6 | Gamsung |
Theme by Theme
1. System Semiconductors (recurred after 8 days)
- Episode: started 2024-02-21, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Nepes Ark 330860 | +29.9% | 36,900 | ★ |
Signetics 033170 | +19.9% | 1,799 | |
Nepes 033640 | +8.7% | 20,600 | |
Openedges Technology 394280 | +8.0% | 32,350 | |
CoAsia 045970 | +7.0% | 8,450 | |
LB Semicon 061970 | +6.1% | 8,170 | |
Imagis 115610 | +5.6% | 4,690 | |
Ajinextek 059120 | +5.1% | 11,250 | |
NC& 092600 | +5.0% | 1,585 | |
Asicland 445090 | +4.2% | 51,900 |
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2. OLED Displays (recurred after 30 days)
- Episode: started 2024-02-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Advanced Nano Products 121600 | +27.7% | 134,000 | ★ |
Philoptics 161580 | +24.7% | 12,110 | |
Yest 122640 | +7.7% | 18,410 | |
Duk San Neolux 213420 | +6.4% | 40,050 | |
P&H Tech 239890 | +4.7% | 20,100 | |
Chunbo 278280 | +4.5% | 95,600 | |
FNS Tech 083500 | +2.3% | 10,560 | |
Narae Nanotech 137080 | +2.2% | 6,830 | |
INNOX Advanced Materials 272290 | +2.0% | 30,750 | |
Solus Advanced Materials 336370 | +1.6% | 13,100 |
Related news
- 덕산네오룩스, 글로벌 OLED 밸류에이션 하락 반영…목표주가 5만5000원↓ — 이투데이 (Korean)
3. On-Device AI (recurred after 7 days)
- Episode: started 2024-02-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nepes Ark 330860 | +29.9% | 36,900 | ★ |
Nepes 033640 | +8.7% | 20,600 | |
Openedges Technology 394280 | +8.0% | 32,350 | |
Qualitas Semiconductor 432720 | +1.7% | 35,700 | |
Gaonchips 399720 | +1.1% | 84,900 | |
ADTechnology 200710 | +0.3% | 30,300 |
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- [장중수급포착] 네패스아크, 기관 50,000주 대량 순매수… 주가 +29.93% — 뉴스핌 (Korean)
4. Semiconductor Equipment (2 days running)
- Episode: started 2024-02-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Nepes Ark 330860 | +29.9% | 36,900 | ★ |
Xavis 254120 | +8.6% | 2,405 | |
Yest 122640 | +7.7% | 18,410 | |
K-ensol 053080 | +5.2% | 19,750 | |
Rorze Systems 071280 | +4.8% | 8,650 | |
Cymechs 160980 | +3.2% | 14,700 | |
Wot 396470 | +2.6% | 10,850 | |
Gigalane 049080 | +2.6% | 1,290 | |
Tokai Carbon Korea 064760 | +2.3% | 99,200 | |
Intekplus 064290 | +2.1% | 36,500 |
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- [장중수급포착] 네패스아크, 기관 50,000주 대량 순매수… 주가 +29.93% — 뉴스핌 (Korean)
5. Lithium (2 days running)
- Episode: started 2024-02-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosmochemical 005420 | +12.5% | 37,900 | ★ |
Kangwon Energy 114190 | +5.0% | 17,000 | |
Chunbo 278280 | +4.5% | 95,600 | |
Daebo Magnetic 290670 | +4.5% | 30,400 | |
Hydro Lithium 101670 | +4.3% | 7,200 | |
Posco Future M 003670 | +1.0% | 307,500 | |
SungEel HiTech 365340 | +0.9% | 96,500 | |
Sebitchem 107600 | +0.5% | 62,500 |
6. Semiconductor Materials & Components (2 days running)
- Episode: started 2024-02-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Nepes 033640 | +8.7% | 20,600 | |
Chunbo 278280 | +4.5% | 95,600 | |
Worldexindustry&trading 101160 | +4.0% | 24,500 | |
FNS Tech 083500 | +2.3% | 10,560 | |
Tokai Carbon Korea 064760 | +2.3% | 99,200 | |
Hana Materials 166090 | +2.2% | 49,000 | |
BCnC 146320 | +2.0% | 22,550 | |
INNOX Advanced Materials 272290 | +2.0% | 30,750 | |
WONIK QnC 074600 | +1.8% | 27,900 | |
Ycchem 112290 | +1.4% | 13,530 | ★ |
7. HBM (High Bandwidth Memory) (recurred after 7 days)
- Episode: started 2024-02-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Openedges Technology 394280 | +8.0% | 32,350 | ★ |
Yest 122640 | +7.7% | 18,410 | |
Wot 396470 | +2.6% | 10,850 | |
Zeus 079370 | +1.7% | 18,270 | |
MKElectron 033160 | +1.1% | 13,320 | |
PSK Holdings 031980 | +0.4% | 34,500 | |
EO Technics 039030 | +0.2% | 172,700 |
8. Crypto & Bitcoin (2 days running)
- Episode: started 2024-02-20, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Gamsung 036620 | +9.0% | 2,840 | ★ |
Wemade 112040 | +2.7% | 50,900 | |
Atinum Investment 021080 | +1.4% | 3,300 | |
Woori Technology Investment 041190 | +1.3% | 8,490 | |
GalaxiaMoneytree 094480 | +0.7% | 10,240 | |
Bitplanet 049470 | +0.2% | 572 |
Closing Thoughts
Semiconductor Equipment, Lithium, Semiconductor Materials & Components and Crypto & Bitcoin each ran a streak of 2 days. Lithium was led by Cosmochemical at 12.46%.
OLED Displays came back after a 30-day gap, and HBM (High Bandwidth Memory) after 7 days. The next sessions will show whether the chip themes spread beyond Nepes Ark.