Aug 12: 2 Strong Themes — Apparel OEM, Car Majors

August 12, 2015 · #Apparel OEM #Car Majors

2 strong themes — 1 recurred · 1 new. Top: Apparel OEM +6.4%.

Strong themes2 Top change+6.4% LeaderHansae

Average change by strong theme

Average change of member stocks, by theme · descending
Apparel OEM
+6.4%
Car Majors
+5.2%

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
Apparel OEMHansae+4.26%
Car MajorsKia+5.36%

Two themes led the Korean market on 2015-08-12, and every stock in both closed higher. Apparel OEM posted an average change of 6.37%, while Car Majors averaged 5.2%.

Apparel OEM appeared as a new theme, with Youngone up 8.47% and leader Hansae up 4.26%. A same-day Korean news report linked the move to the yuan’s devaluation.

Car Majors came back after a gap of 16 days, led by Kia at 5.36%, with Hyundai Motor up 5.04%. A Korean news report that day noted an export milestone for the Kia Soul.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Apparel OEMnew+6.4%2/2Hansae
2Car Majorsrecurred after 16 days+5.2%2/2Kia

Theme by Theme

1. Apparel OEM (new)

StockChangeCloseLeader
Youngone 111770+8.5%64,000
Hansae 105630+4.3%56,300★

Related news

2. Car Majors (recurred after 16 days)

StockChangeCloseLeader
Kia 000270+5.4%44,200★
Hyundai Motor 005380+5.0%146,000

Related news

Closing Thoughts

Both themes are on a streak of 1. One question is whether Apparel OEM holds up past its first day, since a Korean news report tied the move to the currency.

For Car Majors, the gap of 16 days shows the theme comes and goes. The next sessions will show whether Kia and Hyundai Motor keep rising together.