Aug 30: 8 Strong Themes — OLED Displays, Deepfakes
8 strong themes — 2 running · 6 recurred. Top: OLED Displays +9.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| OLED Displays | Poongwon Precision | +18.39% | |
| Deepfakes | M eighty-three | +29.95% | |
| Cybersecurity | RaonSecure | +14.35% | |
| Galaxy Supply Chain | BHCo | +16.34% | |
| Smartphones | Jahwa Electronics | +10.56% | |
| iPhone Supply Chain | BHCo | +16.34% | |
| Nuclear | Aprogen | +7.28% | |
| Semiconductor Equipment | Wot | +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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | OLED Displays | recurred after 50 days | +9.0% | 10/10 | Poongwon Precision |
| 2 | Deepfakes | 2 days running | +8.9% | 8/8 | M eighty-three |
| 3 | Cybersecurity | 4 days running | +7.8% | 10/10 | RaonSecure |
| 4 | Galaxy Supply Chain | recurred after 46 days | +7.1% | 10/10 | BHCo |
| 5 | Smartphones | recurred after 24 days | +5.9% | 9/9 | Jahwa Electronics |
| 6 | iPhone Supply Chain | recurred after 3 days | +5.9% | 10/10 | BHCo |
| 7 | Nuclear | recurred after 3 days | +5.7% | 9/9 | Aprogen |
| 8 | Semiconductor Equipment | recurred after 2 days | +5.1% | 10/10 | Wot |
Theme by Theme
1. OLED Displays (recurred after 50 days)
- Episode: started 2024-08-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-08-29, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-08-27, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-08-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-08-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-08-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-08-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-08-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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.