Feb 18: 2 Strong Themes — OLED Displays, Oil Refining
2 strong themes — 2 recurred. Top: OLED Displays +5.3%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| OLED Displays | New Power Plasma | +8.19% | |
| Oil Refining | S-Oil | +3.32% |
On Feb 18, two themes led the session: OLED Displays and Oil Refining. Every listed stock in both themes closed higher on the day.
OLED Displays came back after a 28-day gap with an average change of 5.33%. All 4 stocks rose, and New Power Plasma led at 8.19%.
Oil Refining came back after 39 days with an average change of 2.05%. S-Oil led at 3.32%, while GS Holdings added only 0.37%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | OLED Displays | recurred after 28 days | +5.3% | 4/4 | New Power Plasma |
| 2 | Oil Refining | recurred after 39 days | +2.0% | 3/3 | S-Oil |
Theme by Theme
1. OLED Displays (recurred after 28 days)
- Episode: started 2019-02-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
New Power Plasma 144960 | +8.2% | 3,830 | ★ |
Viatron Technologies 141000 | +5.0% | 12,600 | |
Advanced Process Systems 265520 | +4.7% | 28,800 | |
FNS Tech 083500 | +3.4% | 7,570 |
Related news
- 삼성·LG 대규모 투자…OLED 장비株
반짝반짝원익IPS·AP시스템·케이맥훨훨— 매일경제 (Korean) - ‘삼성 Effect’ OLED, 급등할 수혜주 TOP 3 ! 미리 확인하기. — 서울경제 (Korean)
2. Oil Refining (recurred after 39 days)
- Episode: started 2019-02-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S-Oil 010950 | +3.3% | 109,000 | ★ |
SK Innovation 096770 | +2.5% | 183,507 | |
GS Holdings 078930 | +0.4% | 54,000 |
Related news
- “국제유가 다시 오른다”…정유·화학주 ‘들썩’ — 머니투데이 (Korean)
- 국제유가 4일 연속 高高…정유株
好好— 매일경제 (Korean)
Closing Thoughts
So far, both themes are one-day episodes, each with a streak of 1. The next question is whether either run continues past 2019-02-18.
News that day tied the OLED Displays gains to large Samsung and LG investment and the refining gains to a four-day rise in oil prices. Whether those drivers hold may decide if either theme returns.