Aug 21: 1 Strong Theme — Defense & War

August 21, 2015 · #Defense & War

1 strong theme — 1 recurred. Top: Defense & War +18.8%.

Strong themes1 Top change+18.8% LeaderVictek

Average change by strong theme

Average change of member stocks, by theme · descending
Defense & War
+18.8%

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
Defense & WarVictek+28.50%

On Aug 21, 2015, Defense & War was the standout theme, returning after a gap of 471 days. All 3 of its stocks closed higher, with an average change of 18.81%.

Victek led the group, gaining 28.5% to close at 2615 on volume of 28496208 shares. Speco added 19.28%, and Firstec rose 8.64%.

A same-day Korean news report linked the move to a North Korean provocation. It said defense stocks rose while stocks tied to inter-Korean economic cooperation fell.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Defense & Warrecurred after 471 days+18.8%3/3Victek

Theme by Theme

1. Defense & War (recurred after 471 days)

StockChangeCloseLeader
Victek 065450+28.5%2,615★
Speco 013810+19.3%4,795
Firstec 010820+8.6%3,710

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Closing Thoughts

The theme’s current streak is 1 day, so the open question is whether the rally lasts beyond Aug 21. The same Korean news report also noted that these stocks were swinging sharply.

The next point to track is whether news on inter-Korean tension keeps moving Defense & War. The gap of 471 days before this return shows how rarely the theme has shown up in the past.