Mar 5: 2 Strong Themes — Games / Mobile Games, Cloud Computing

March 5, 2015 · #Games / Mobile Games #Cloud Computing

2 strong themes — 2 recurred. Top: Games / Mobile Games +6.5%.

Strong themes2 Top change+6.5% LeaderNexture

Average change by strong theme

Average change of member stocks, by theme · descending
Games / Mobile Games
+6.5%
Cloud Computing
+4.5%

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 -
ThemeLeaderChangeTrend
Games / Mobile GamesNexture+14.90%-
Cloud ComputingDaou Technology+3.37%

On Mar 5, 2015, Games / Mobile Games led the session with an average change of 6.49%. All 8 of its 8 stocks closed higher.

Leader Nexture rose 14.9%, and Nexon GT gained 11.15%. A Korean news report tied the rally to hopes for government support of the game industry.

Cloud Computing came next with an average change of 4.51%, as 5 of its 6 stocks rose. Piolink gained 5.92% and leader Daou Technology added 3.37%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Games / Mobile Gamesrecurred after 357 days+6.5%8/8Nexture
2Cloud Computingrecurred after 966 days+4.5%5/6Daou Technology

Theme by Theme

1. Games / Mobile Games (recurred after 357 days)

StockChangeCloseLeader
Nexture 194510+14.9%26,006★
Nexon GT 041140+11.2%15,450
ESTsoft 047560+5.6%17,800
NHN Bugs 104200+4.5%15,050
Webzen 069080+4.3%25,500
Actoz Soft 052790+4.2%32,500
Com2uS Holdings 063080+3.8%128,200
Dragonfly GF 030350+3.5%44,669

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2. Cloud Computing (recurred after 966 days)

StockChangeCloseLeader
Piolink 170790+5.9%16,100
nTels 069410+5.0%10,712
PonyLink 064800+4.8%5,450
Uangel 072130+3.5%5,940
Daou Technology 023590+3.4%15,350★
DB 012030--

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Closing Thoughts

Both themes came back after long gaps: 357 days for games and 966 days for cloud. Each episode has lasted only 1 day so far, so it is not yet clear how long the moves will hold.

A same-day Korean news report linked the move in Daou Technology to expectations of wider cloud computing use. Further policy or adoption news could shape how both themes trade next.