Feb 18: 4 Strong Themes — OLED Displays, Construction Majors
4 strong themes — 4 recurred. Top: OLED Displays +15.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| OLED Displays | Ram Technology | +20.41% | |
| Construction Majors | Hyundai Engineering & Construction | +6.24% | |
| Securities Brokers | KB Securities | +5.56% | - |
| Oil Refining / Petrochemicals | LG Chem | +3.51% |
OLED Displays led the Feb 18 session with an average change of 15.2%, returning after a gap of 84 days. Four of its six tracked stocks finished higher.
Ram Technology led the theme with a gain of 20.41%, while HB Technology rose 15.48% and Duk San Neolux rose 15.24%. A Korean news report linked the rally to hopes of expanded Samsung investment.
Construction Majors averaged 5.31%, with all three stocks up, led by Hyundai Engineering & Construction at 6.24%. Securities Brokers averaged 3.89%, led by KB Securities at 5.56%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | OLED Displays | recurred after 84 days | +15.2% | 4/6 | Ram Technology |
| 2 | Construction Majors | recurred after 22 days | +5.3% | 3/3 | Hyundai Engineering & Construction |
| 3 | Securities Brokers | recurred after 22 days | +3.9% | 3/3 | KB Securities |
| 4 | Oil Refining / Petrochemicals | recurred after 64 days | +2.5% | 3/4 | LG Chem |
Theme by Theme
1. OLED Displays (recurred after 84 days)
- Episode: started 2016-02-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ram Technology 171010 | +20.4% | 2,950 | ★ |
HB Technology 078150 | +15.5% | 2,760 | |
Duk San Neolux 213420 | +15.2% | 16,483 | |
Jusung Engineering 036930 | +9.7% | 8,170 | |
Wonik Holdings 030530 | - | - | |
APS 054620 | - | - |
Related news
- [특징주]삼성 투자확대 기대에 OLED株 강세…원익IPS 20%대↑ — 이데일리 (Korean)
- [특징주] 비아트론, OLED 수혜 전망에 오름세 — 브릿지경제 (Korean)
2. Construction Majors (recurred after 22 days)
- Episode: started 2016-02-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Engineering & Construction 000720 | +6.2% | 38,919 | ★ |
Samsung C&T 028260 | +5.8% | 154,500 | |
DL Holdings 000210 | +3.9% | 75,000 |
Related news
- [속도내는 GBC]3조 규모 초대형 사업, 현대건설·현대엔지니어링 자존심 건 수주전하나? — 이투데이 (Korean)
- SKT, 현대건설 힐스테이트에 스마트홈 공급 — 디지털타임스 (Korean)
3. Securities Brokers (recurred after 22 days)
- Episode: started 2016-02-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KB Securities 003450 | +5.6% | 6,080 | ★ |
Yuanta Securities Korea 003470 | +3.3% | 3,150 | |
Samsung Securities 016360 | +2.8% | 36,859 |
Related news
- 코웨이, 대주주 매각 이슈 해소 관건-현대증권 — 브릿지경제 (Korean)
4. Oil Refining / Petrochemicals (recurred after 64 days)
- Episode: started 2016-02-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Chem 051910 | +3.5% | 295,000 | ★ |
SK Innovation 096770 | +2.2% | 138,737 | |
S-Oil 010950 | +1.8% | 77,900 | |
SK Discovery 006120 | - | - |
Closing Thoughts
Every theme’s current run is 1 day long, so the next test is whether OLED Displays can extend its streak. Oil Refining / Petrochemicals averaged 2.5%, with LG Chem leading at 3.51%.
A Korean news report pointed to a large bidding contest for the GBC project involving Hyundai Engineering & Construction. Later sessions will show whether the broad rally in construction holds.